Author Archive


On Balance

A Pre-Year-End Checklist for Solos and Small Firms

By | Dec.05.17 | No Comments

As we approach the end of the year, it is a great time to run through your practice’s systems to see which ones may be ethics risks in their current state. This will help you …Continue reading »


On Balance

Ethically Outsourcing Social Media Management

By | Nov.08.17 | 1 Comment

It’s a given that you need to delegate or outsource some tasks if you want to grow as a firm. There are only so many hours in a day, and if you try to do …Continue reading »


On Balance

Overcoming Fear of Success Through Ethical Safeguards

By | Oct.12.17 | No Comments

Self-employed lawyers rely heavily on their ability to propel their businesses forward — more so than lawyers employed by others or members of large firms. Fail to keep the engines going and your practice will …Continue reading »


INSPIRATION

Blasting Barriers at Clio Cloud Conference 2017

By | Oct.06.17 | 1 Comment

Last week in New Orleans, I had the privilege of attending my first Clio Cloud Conference. Though I could talk about the presenters and programs all day, the overall theme that stuck was far more …Continue reading »


On Balance

How to Handle a State Bar Letter Questioning Your Fitness to Practice

By | Aug.08.17 | No Comments

In my last column, I discussed how you can relocate to another state without sitting for another bar exam. One question that naturally stems from that discussion is what to do if you make a …Continue reading »


On Balance | Ethics

Can You Relocate Without Taking a New Bar Exam?

By | Jul.12.17 | 1 Comment

Whether you’re a military spouse, an adventurous spirit, want to be with aging parents or just want to move to another state, relocating once you are a licensed attorney brings special headaches. Unlike other licensed professions, …Continue reading »


On Balance

How Tribes Can Power Your Law Practice

By | Jun.05.17 | 1 Comment

The idea of a “tribe” is powerful. Who would not feel connected in a group of people tied together by common values, traditions or goals? Tribes have two distinct yet equally important roles to play …Continue reading »


On Balance

Attorney Discipline Matters: A Fool for a Client?

By | May.08.17 | No Comments

We’ve all heard the adage that a lawyer who represents himself has a fool for a client. When it comes to attorney discipline matters, there are certainly times when this is true. However, there are …Continue reading »


On Balance

Creative Goal Setting for Improving Your Solo Practice

By | Apr.10.17 | 1 Comment

It seems that every solo lawyer I meet has a list of things they would like to be doing better in their practice. Sometimes the motivating factor is business growth, sometimes it’s efficiency. At the heart …Continue reading »


On Balance

Spring Cleaning, Solo Style

By | Mar.07.17 | 1 Comment

Every new year, there’s always lots of talk about how to start the year off right. For solo and small firm lawyers, that can mean many things. One of my attorney-clients told me her mentor …Continue reading »