Smart Office Management

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Q: How do I make sure that I am paid?

A: Keeping good records, excellent communication, delivering great service, and using technology are ways you can increase the likelihood of getting paid.

Using Smart Client Relations and Billing Practices to Get Your Fees Paid  by Michael R. Caryl
Top Ten Keys to Getting Paid, GP Solo, by Ann Guinn
Five Keys for Getting Paid for the Work that You Do, NWSidebar, by Jeremy Bishop
How Attorneys Underearn... and What You Can Do About It, Wisconsin Lawyer, by Ann M. Guinn

Q: How do I make a succession plan?

A: Start mapping and developing processes and protocols and connecting with lawyers to determine who will take over and what they will do.

The Planning Ahead Handbook
Succession Planning Forms
Checklist for Closing a Law Office

Q: Does professionalism matter?

A: Absolutely! Here are some articles.

Ten Things a Small Firm Owner Should Never Do, GP Solo, by Frank Lockwood
Passive-Aggressive Phrases Used in Communicating with Opposing Counsel, NWLawyer, by Allison Peryea
Lessons Learned from My First Jury Trial, NWLawyer, by Joel Matteson
Things Young Lawyers Should Never Say at Work, NWSidebar, by Devon Thurtle Anderson
Dealing with the Cost of Incivility, ABA Journal, by G.M. Filisko

Q: Can I serve with other organizations and still have a private practice?

A: While there are ethical considerations to serving on another corporation's board, if attorneys are aware of them and can manage them they can serve.

Tips for Successful Nonprofit Board Service, NWLawyer, by Judith Andrews & Peter J. Smith


Q: How long do I need to hold onto my files?

A: It depends on your practice area. 

Guide to Best Practices for Client File Retention and Management


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Managing Client Trust Accounts

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