Ethics


ASK THE EXPERTS AT 2CIVILITY.ORG

Is Jury Research on Social Media an Ethics Risk or a Competency Requirement?

By | Jan.23.18 | No Comments

QUESTION: During a recent jury trial, counsel was provided with completed jury questionnaires including names, ages, home addresses and places of employment. In addition to using traditional research techniques found in public records, to what extent …Continue reading »


On Balance

Kick Off the New Year With a Law Practice Renovation, Part 1

By | Jan.08.18 | No Comments

In my December post, “A Pre-Year-End Checklist for Solos and Small Firms,” we ran through the major systems of a law practice and took stock of concerns to attend to in the new year. (If you …Continue reading »


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 | No Comments

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 »


Spotlight on the Future

Running With the Experts: Takeaways From the 2017 Futures Conference

By | Nov.03.17 | No Comments

Last week in Atlanta, the College of Law Practice Management’s (COLPM) 2017 Futures Conference, “Running With the Machines,” explored the current state of artificial intelligence in law practice — and provided a glimpse into the future. We asked College …Continue reading »


Ask the experts at 2Civility.org

Can Lawyers and Judges Be Social Media Friends?

By | Oct.24.17 | No Comments

QUESTION: I’ve been practicing in my medium-size legal community for going on 20 years. During that time, I’ve watched technology advance my private practice by leaps and bounds, including client development via social media outlets. …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 »


Practice Management & ETHICS

Would You Pass a Trust Account Audit?

By | Sep.04.17 | 4 Comments

Every lawyer knows mismanaging a trust account (IOLTA) can have terrible consequences. However, most lawyers receive little or no training in how to manage a trust account before opening one of their own. Law schools don’t address …Continue reading »


Money and Ethics

Handling Settlement Funds: A Best-Practices Checklist

By | Aug.24.17 | 2 Comments

“So that’s how you do that!” My article on handling retainers, “Would You Pass a Trust Account Audit?,” generated a lot of inquiries and ah-hah moments. So, I’m following up with more tips on handling trust accounting transactions, focusing …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 »