Topics Covered

Retainer Agreement & Fees

Important Clauses for Retainer Agreements

Payment Options for Fees

Insurance—More Than Malpractice

Insurance for You

Insurance for the Office

Preparation for the Unexpected

Emergency Notebook

Disaster Preparation

Client Intake & Selection

Consultation Do’s & Don’ts

When to Say No to a Case

Finances 101 for Your Firm

Keeping Expenses Under Control

Firm Budgets

Financing Options

ABC's of Trust Accounts

Required Documentation

Trust Account Do’s & Don’ts

Helpful Technology & Equipment

Using Technology for Efficiency

Case Management Systems

Hardware & Software Considerations

Options for Office Staff

Hiring Considerations

Payroll Options

Firm Operations

Firm Policies

Operating Agreements

Operations Manual

Written Resources

Books, Books & More Books

Marketing Outside the Box

Ethical Considerations

Free, Effective Marketing

Websites & Blogs

Options on Office Space

Home Office

Virtual Office

Physical Office

What’s Important for Client Files

File System Options

End of the Case—Now What

One Liners That You Just Need to Know