Category Archives: Business

Office Supplies Every Lawyer Should Have

For lawyers who are starting their own law firm having the right office supplies with help with staying organized and improving productivity. An additional purpose that office supplies should provide lawyers is to set a strong first impression whenever clients enter the office.

Whether you’re changing directions in your career or just getting started practicing law, having the right supplies and best website design will be determined by your budget and personal preference. However, one thing to consider is that purchasing the supplies for your lawyer’s office is one of your first business decisions. Purchasing a beautiful mahogany wood desk then experiencing budget cuts, later on, could result in an office environment that’s less than ideal.

Furniture Set First Impressions

Although legal services aim to help people in various situations, lawyer’s must consider their practice with business in mind. Setting a good first impression begins the moment prospective clients steps foot in your office, takes a look at your suit, and scans the conditions of your office.

  • Desks: This will be your workstation. Having a spacious and large desk can help with productivity and reducing the feeling of working in a cramped space. You should consider the height of your desk in relation to your body size. If you have a computer, will you place it on your desk or have an additional side table to use it?
  • Chairs: While your desk is vital for your workflow, having the right chair requires careful consideration. Consider this the throne of your working world. You’ll want to invest in something that is comfortable for the days you’ll spend hours working on your cases. Depending on whether you purchase a chair with wheels or four wooden legs, you may want to purchase a plastic floor covering to improve mobility and reduce damage to the office floor.
  • Bookshelves: these are a necessity for a lawyer’s office. Bookshelves allow you to organize all your law books, keep them in place, and show them off to those browsing around the room. It’s best to choose a bookshelf that matches your office furniture to avoid clashing.
  • Writing Supplies: this one may seem obvious, but it is important to have a bulk supply of writing instruments to work with your clients. In addition, your clients may be required to fill out forms and provide their signature so it is important to have extras at hand. As your practice grows, you can invest in branding your law firm, you can get pens with your logo, law firm name, and contact number.
  • Envelopes: here’s an office supply lawyer’s don’t want to run out. Law offices send out letters to clients and other attorneys on a daily basis. Buying envelopes in bulk is a simple and affordable solution which allows you to have envelopes available whenever you need them.
  • Lighting: most offices are built with good lights to keep the office bright and functional. However, you may find that some parts of the office may feel darker than others, especially if you’re stuck working after hours. Investing in a lamp to provide additional light in the office can help make it more inviting.

A few more fundamental supplies lawyers should have in their office include trash cans, recycling cans, magazine and coat racks.

Lawyer Office Supplies: Quick Checklist

In addition to the items above, you probably need the following items below. You can cut costs if you buy in bulk and keep extras in a storage space. Also, creating a partnership with a supplier can provide you with additional benefits and discounts.

As you prepare your office it can be easy to forget all things you need for your office. Here’s a checklist to ensure you have everything you need:

  • Stationary supplies
  • Legal pads
  • Paper (legal-size and standard)
  • Envelopes
  • Protective desk covers
  • Coffee Machine (a must)
  • Sticky notes
  • Pens
  • Pencils
  • File folders
  • Staplers
  • Staple remover
  • 2 and 3 hole punch
  • Tape
  • Sticky tabs
  • Scissors
  • Rubber bands
  • Paper clips
  • Corkboard and pins
  • Three-ring binders

This list should serve as a starting point to getting the supplies you need at your office. You will be able to find most of these supplies at your local stores or you can shop online to find more variety and style. While it may be tempting to cut corners to save some money in the start, remember that the environment of your lawyer’s office can shape the overall impression of your legal practice. If you’re not too concerned about your office space because you often meet clients somewhere in the community, here are some things you’ll find in a lawyer’s briefcase.

Should You Become A Partner At A Law Firm?

When you’re law career begins, you may find yourself working at a law firm as an associate and provided with a base salary. Transitioning from employee to becoming a partner at a firm is a great leap.

The path from associate to partner at a law firm may not always be clearly defined. However, there are a few criteria that can assist you if you’re being considered or have been offered to become a partner at a law firm.

The Path to a Partner at a Law Firm

Firms hiring lawyers often choose the best they can find. Applicants from top law schools are recruited first with interviews being limited to specific schools only.

There is a chance of distinguishing yourself in another way, however, most candidates for law firm positions will be considered by pre-selected schools.

Upon hire, your career often starts as an associate. You will be working with a mentor to learn how to practice law. At this time, you will be paid a relatively high salary as the law firm is investing in you at their firm.

While law firms seek to find the best potential lawyers, not all make partner at their firm. Some may leave to start their own private practice or start a firm of their own after a few years with the firm. The path to becoming a partner can be long and take now take over ten years before it occurs.

Partner vs. Non-Partner

On becoming a partner at a law firm, you not only take on more responsibility but also receive an equity stake in the firm’s profits. This provides you access to draw profits to cover your bills and monthly expenses. At the end of the year, you’ll be able to take a larger share when profits are distributed.

This is the typical style of partnership, however, there is also the possibility of becoming a non-partner which does not give you an equity stake in the law firm. Law firms have been adopting varying styles of multi-tiered partnerships which provide increases in salaries (and responsibilities) instead of receiving a small percentage of the firm.

In some cases, law firms may have different types of partnerships available. For example, you can be able to become an executive or managing partner.

There are many factors that influence the structure of a law firm and how it establishes available partnerships. Depending on the size and growth of a firm, offering a non-partnership promotion may be more financially secure than offering equity stakes. Law firms can be an LLC or a corporation and their level of success can determine how much access to equity their rising associates may receive.

Cost of Making Partner

Becoming a partner may not come cheap. Law firms that offer a partnership with an equity stake will often ask for a “buy-in.” That amount varies for each firm, however, some of the top firm’s may require hundreds of thousands of dollars as a capital investment.

Law school is already an expensive investment and many lawyers take years to pay back their loans. If you’re one of the few being fast-tracked to a partnership, consider the capital that may be needed to partner-up.

The “base” capital investment is not the only expected cost new lawyers are expected to cover. Becoming partner means you will be responsible for the costs of benefits and additional income tax deductions.

Finally, some associates moving into a position of being a full-fledged lawyer may experience a shift in lifestyle. This too can come with a heavy price tag.

Putting the financial situation into perspective, law firms don’t want to see their selected partners making less than senior associates. Partners are carefully groomed into their position and law firm’s take precautions to choose them carefully.

Why “Buy-in” to a Partnership?

The capital required to “buy-in” to a partnership position is needed to make investments and expansions at the law firm. You may not have to contribute the full amount as some law firms allow for a contribution that is spread out over a couple years.

Firms may offer a loan structure which secures the capital while imposing a debt onto the partner. However, other firm’s may opt out of requesting “buy-in” capital to avoid paying out a partner who decides to leave after the first few years. Another approach may be to delay the required capital investment by a year so that new partners can develop their services and get into the flow of their new career.

Benefits to Becoming a Partner at a Law Firm

After years of law school and enduring the high-stress legal world as an associate, becoming a partner adds the following benefits to a career in law:

  • Increased pay
  • Equity stake in the law firm
  • Greater prestige and power

Disadvantages to Becoming a Partner at a Law Firm

While the increased pay and access to the firm’s profits may seem like a lucrative leap in your career, here’s a few things that may be disadvantageous:

  • May take years to the firm before being considered a partner
  • Greater liability (i.e. sued for malpractice or if the law firm goes bankrupt)
  • Must pay additional fees: medical insurance, malpractice insurance, etc.
  • Required capital “Buy-in”
  • Consequences for not keeping the firm profitable

If becoming a partner at a firm is not your interest, you may want to consider starting your own law firm.

Steps For Setting Up A Virtual Office At Your Law Firm

For a solo practitioner or a small law firm, setting up a virtual office at the office can make legal services run more effectively and efficiently.

A virtual office allows for lawyers to reduce their management and also their marketing efforts. This can help free up time to focus on client cases and other aspects of growing the firm.

If you’re thinking about setting up a virtual office, here are 5 steps to help you get started.

Step 1: Understand your needs

A virtual office can exist anywhere with the common belief that telephone operators from developing are taking calls and working the front desk.

In the legal world, having inexperienced and unprofessional telecommunication companies handle the intaking and scheduling of your prospective client’s can be both bad for your reputation and your business.

There are telecommunication services available that are dedicated to lawyers. They have trained staff that may even be specialized in your area of practice, such as criminal defense or family law.

Alternatives to using a telecommunication service are to add Live Chat to your law firm’s website. In this list of the best Live Chat services for lawyers, you can quickly and easily add a professional button to your website and interact any visitor.

Overall, there are various types of virtual office solutions. Here’s an overview of a few services virtual office service available to lawyers:

  • Customer Relation Management (CRMs)
  • Live Chat
  • Accounting Software
  • Virtual Receptionist

Virtual offices allow you to automate and improve the efficiency of your daily routines at your firm. In addition, with technology trending toward mobile interactions, you can expect to find various solutions you can manage with your smartphone.

Step 2: Consider the Pros and Cons

Establishing your law firm into a virtual office comes with both benefits and disadvantages. If you’re sure this is the right decision for your firm, there must be substantial reasoning and benefits to do so. Here are some of the benefits a virtual office can include:

  • Reduce costs
  • Increased productivity
  • Effective client intaking
  • Flexible employment
  • Operate your intaking 24/7/365

The disadvantages to a virtual office may be difficult to imagine. However, when considering the sensitive information that passes through a law firm, you may want to think twice before outsourcing work to those outside the office. Here are a few disadvantages to establishing a virtual office:

  • Reduce moral in current employees
  • Lack of support
  • Privacy liability
  • Bad for reputation (i.e. outsourcing calls)
  • Security risks

Using technology and outsourced solutions will always alleviate the workload at the office. However short-term benefits may have long-term consequences. Carefully evaluate which services are right for your legal practice.

Step 3: Measure costs

Cost reduction and savings are two major factors that influence the decision to establish a virtual office. Accounting software can provide invoices with the click of a button while tracking cash flow to make taxes easier. Virtual receptionists can handle inquiries at the office and schedule appointments for serious inquiries.

When selecting the services for your law firm, it’s best to shop around. The pricing and features offered with each will vary. There is a competitive market to provide solutions specifically for lawyers and each service will provide similar yet varying options.

If possible, you can start with a trial of their services which is usually free and does not require a credit card.

Step 4: Stick to your budget

When you sign up for virtual services you’ll be locked into a monthly or yearly billing cycle. You’ll have to determine your monthly costs accordingly and select the services that you feel will help your law firm yield the best returns.

There are services that stick to a monthly pricing plan and others that invoice you per client or lead they acquire. If you’re paying per lead, be sure that you are successfully converting those prospective leads into new clients. Otherwise, you’ll be wasting your money.

Step 5: Analyze effectiveness

Even though you have spent a significant amount of time and money investing in potential virtual office solutions, it is best practice to analyze their effectiveness on a quarterly or yearly basis.

If you’re using a virtual receptionist, measure how many new clients they help you acquire per month. Determine whether their services are providing you an improvement to your legal services or simply using up your budget.

Here are a few points to analyze with your law firm’s virtual office services:

  • How many clients does it yield
  • How much time is being saved
  • How are much are costs being reduced
  • How many issues have occurred
  • How often is tech support needed

The ease of installation for more virtual office services may reduce the hassle of finding a talented staff to hire at your firm, taking the time to develop in-house employees can sometimes be worth the effort.

In-house staff can reduce headaches of spending hours on a phone with support teams that may or may not be able to resolve your problems right away. Also, training staff can establish to long-term employees which understand the process of how your law firm functions and can lead to better performance than outsourced solutions.

These 5 steps are just a guideline if you’re thinking about turning your law firm into a virtual office. For solo-practitioners, reducing the number of administrative tasks may be the best option to improve efficiency and effectiveness of your legal services. If you’re looking for the best virtual solutions, check out these law firm management software.

7 Simple Steps To Become A Freelance Lawyer

If you’re looking for a change in your law career that provides more freedom and flexibility, becoming a freelance lawyer could be it.

Life at a law firm isn’t for everyone. The working hours are long, the caseloads are stressful, and the working environments may not meet your ideals. Becoming a freelance lawyer allows you to choose which client projects to work on and who are your colleagues.

There’s no doubt that being a freelance lawyer has benefits. If this is the direction you want your legal career to take, keep reading to learn a few simple steps to get started.

Step 01: Decide Your Legal Services

The first thing freelance lawyers should do is decide what legal services they are going to provide their clients. At a law firm, associates and fellow lawyers must choose a single area to focus their practice. For a freelance lawyer, there’s a bit more flexibility.

When shifting your legal career toward freelance, it’s best to do some research before taking the plunge. If you decide to provide legal services in an area that is uncommon in your region, you can expect to go out of business pretty quickly.

Choosing the right area that has a steady demand will keep you in business longer as well as provide you with stimulating cases on the job.

Step 02: Register Your Services

Depending on your personal goals, you have complete control over the destiny of your legal profession. Once you have an idea of what you want to practice, the next step is to begin the legal steps to register your service.

Will you be a sole proprietorship? A limited liability company? Or, a corporation?

Understanding the differences between the three can help determine how you wish to operate your freelance legal services.

Step 03: Administrative Tasks

With your legal services registered, you’ll need other important elements to organize and maintain your administrative responsibilities. You may need a separate bank account for billing and tax-related purposes.

If you plan on working completely on your own and without the support of any legal assistants, consider using lawyer accounting software. Not only do these program help automate repetitive administrative tasks, they can also be used for the following:

  • Calendaring
  • Document management
  • Invoicing
  • Billing
  • Payroll
  • Time tracking

See a complete review of the best accounting software for lawyers.

Step 04: Network

Once you have laid the foundation for your freelance legal services, you can share your new service with your network.

Traditional lawyers working at a law firm tend to target individuals and other businesses for work. The clients you’ll often find as a freelance lawyer will typically come from other lawyers and law firms.

If you have a large list of contacts, this is the best place to start searching for business.

Alternatively, you can set up accounts on social networking websites to begin expanding your personal network. If you don’t have one already, LinkedIn is one of the leading social networking websites for all professionals. Other sites to network with lawyers and in-house job opportunities can be found here:

If you want to join a social networking website rising in popularity check out Foxwordy. At Foxwordy, you can reach out and connect with other lawyers and contribute toward various projects in the legal industry.

Finally, if you haven’t done so already, you should join your local bar association and participate in as many local events as possible.

Step 05: Get a Website

Freelance lawyers with a website can offer a competitive advantage in the marketplace. Lawyer websites are a great way to showcase your services and allow for prospective clients to discover what you do.

Your website can feature some of your past legal projects and highlight your area of expertise.

If you decide to get a website, it is also important to understand how to use it in a way to benefit your business. If you’re on a tight budget, performing these local SEO methods can help more people find your services.

Or, if you some money to spend, you can try advertising your services using Google PPC or Facebook Ads. Both advertising choices have their own set of benefits and features.

Step 06: Start a Blog

Are you an expert in a particular area of law and want to share your knowledge with others? Starting a blog is a great way for freelance lawyers to make more connections with prospective clients.

If you’re unsure about the benefits of blogging about law, here are a few:

  • Free service promotion
  • Improves your website’s SEO
  • Make connections with prospective clients
  • Build a credible reputation online

It will take a bit of time and commitment for a blog to become a successful marketing tool. However, with these tips for lawyers who blog, you can get ahead of your competition.

Step 07: Be Patient

Becoming a successful freelance lawyer is not going to occur overnight If you decide to take this path in your legal career remember that it is going to require strategic planning, time, dedication, and most importantly patience.

Keep in mind that your legal services are much like a business and like all business, there is a chance of failing. The beginning will be some of the toughest moments until the momentum builds and your reputation spreads amongst your community.

Thinking about starting your own law firm instead of being a freelancer? Give this a read.

Top 7 Benefits of Being A Solo Practitioner

Whether practice big law and you’re looking for a break or you’re junior associate searching for your career path, becoming a solo practitioner comes with some unique perks.

Solo practitioners are considered to be private lawyers who work for them self at their own office or remotely. Typically, these lawyers handle almost all of the responsibilities required for their legal services and may occasionally hire legal assistance (i.e. clerks) for support.

If you’re considering your career path in law, here are 7 benefits of being a solo practitioner.

1. Complete Control

Since solo practitioners work for themselves, they’ll have more control over the direction of their service as a business. Not only should a solo practitioner be a great lawyer, but they should also have a strong sense of business as well.

Having control over the destiny of your legal services allows you to decide which client cases you take on and which ones you don’t. There will no longer be a need to seek approval before making a decision that affects a law firm. Instead, every decision you make will have a direct impact on your legal services as a business.

2. Diverse Clients

Working as a solo practitioner can allow for a greater diversity of client experiences. For example, lawyers who work at a firm and have been told to focus on criminal cases associated with violent crimes may not be able to specialize also in property crimes. In some cases, violent crimes and property crimes can overlap. Solo practitioners can have a greater flexibility in the areas which they practice.

If you’re the kind of person that enjoys new challenges in their work, being a solo practitioner offers just that. You can gain experience discovering which cases and legal situations you are more interested in and can later tailor your legal services to areas you are more interested and dedicated.

3. Cost Effective

There is a significant difference in cost of operations between big law firms and solo practitioners. Big law firms tend to have higher bills which cover rental expenses, staff, benefits, and more. Solo practitioners on the other hand usually operate out of a small office and may have few to no staff at all.

In regards to staffing, if you’re a solo practitioner that really wants to save, there are various lawyer software which makes operating your legal business more efficient and cost-effective. If you want to improve your intaking, you can hire a virtual receptionist or place some live chat on your website. Or, if you need something to manage your taxes and ensure invoices are sent out there are accounting software programs specifically for lawyers.

4. Benefits for Clients

Not only are there great benefits for being a solo practitioner but also for their clients. By reducing the overhead costs, solo practitioners can cut the total costs of their legal fees. In situations where a client may have to hire their lawyer for a longer amount of time can allow for more time and resources to be dedicated to a case.

One of the biggest influencing factors which affect someone’s decision to hire a lawyer is a price. If you’re able to cut your operating cost while providing legal services at a competitive price, you may be able to take on more clients. This can be very strategic for new lawyers searching for their first clients to get their name out there.

5. Work Environment

When you have the ability to design your work environment it can lead to a happier and more productive work environment. Solo practitioners have complete control over their working conditions. From the office space to the office supplies, everything is decided and designed by the lawyer in charge.

Creating the perfect office environment may come out of your own budget, but this will be the foundation of your legal services. Working from a place that suits your style and quality of service can set a strong first impression with your clients.

6. Custom Work Hours

Custom hours if often one of the most rewarding benefits for solo practitioners. Working at a firm, big or small, can create a high demand for a lawyer’s time both after hours and in the off-season.

By gaining more flexibility over your legal services, you can choose just how much, or how little, you want to work. If you want to take time off for vacationing or to attend a conference to further your professional development, you can. For those who have a family, being a solo practitioner allows for more time at home.

Having more time to focus on your legal services can also lead to better quality work. You can create strong marketing campaigns to find prospective clients that need your service. Or, if you have a website you can dedicate any extra time toward developing a blog and sharing your legal expertise to more people (see lawyer’s with a blog).

7. Higher ROI

 

The choice of becoming a solo practitioner may have a greater risk but it also involves greater reward. To emphasize the importance of having strong business skills, solo practitioners can work harder and see a high net gain.

If you’re working at a law firm, you may take on more client cases yet your salary stays the same. As a solo practitioner, the profitability of your legal practice will be based on your ability to find clients and handle their legal needs successfully.

Can Lawyers Really Work From Home?

You’ve seen them on hit TV series Law and Order, the lawyer prepares for the courtroom sitting in an expensive leather chair at a monumental building in the big city. This is the industry standard required of a practicing lawyer, right?

Let’s examine a few career paths that allow lawyers to never step foot in an office and work from the comfort of their home.

Solo Practitioners

As a solo practitioner of law, there tends to be much more flexibility and freedom over the amount of time they work but also where they work. When a lawyer works for themselves, they don’t have to follow the traditional path of finding a commercial office space

Instead, solo practitioners are able to open up their own offices in the comfort of their homes. Alternatively, lawyers can set up a virtual office. Setting up a virtual office uses a SAAS application which provides secure and effective methods to communicate with clients and arrange their appointments.

It should be noted that just because a lawyer works from home, it doesn’t mean they’re less professional. Lawyers should always maintain their appearance and are expected to perform their legal duties.

Telecommuting Attorney Jobs

The legal industry is rapidly changing and adapting to the advancements of technology. Some legal services are now providing access to license attorneys via telecommunications.

Telecommuting attorney jobs come on a part-time basis. They are ideal for freelance lawyers and solo practitioners looking to supplement their current caseload.

Lawyers considering this career path may require a strong ability in drafting and negotiating commercial contracts, handling compliance issues, knowledge of IP, data privacy, real estate, litigation, and more.

Often, previous experience at a law firm or legal department is necessary to obtain these positions.

Nonetheless, these jobs allow lawyers to practice law wherever they want while providing the proper legal suppose to their clients. Some courts have now begun to offer virtual case reviews and hearings. The old fashion attorney attending the courtroom may soon become obsolete.

Legal Writers

Lawyers looking to increase their monthly income can become a legal writer. Depending on their expertise and skills, lawyers can provide a range of writing services.

Here are a few places legal writers are needed:

  • Brief writers – research and drafting of briefs, memos, motions and other legal documents required by a law firm.
  • Web writersblogs and other publishing companies require well-researched materials related to the legal industry to be used on law firm websites and other online publications.
  • Legal analyst – provide summaries of case law, prepare news articles and create other written papers.
  • Legal editors – offer editing of legal documents to be used for publication.

Lawyers who wish to provide legal writing services should also understand the importance of SEO.

In-House Lawyers

In-house lawyers, not to be confused with lawyers working from their home, are those that work as solicitors for in the corporate sector. These lawyers provide legal support for financial, manufacturing, utilities, retail, wholesale, construction, transport, communications, media, and publishing services.

As can be seen, the range of possible working experiences is vast. In-house lawyers are required to take care of the legal aspects of the organization. These lawyers may be selected and hired on a part-time, contractual basis which provides more flexibility than permanent in-house hires.

Choosing this style of legal career offers more diversity in the field of law. However, this requires a lawyer to be prepared to handle various situations which can include international law.

Freelance Lawyers

All the options found on this list are examples of possible work for freelance lawyers. Freelance lawyers are becoming a great economical choice for both corporate and individual legal situations.

As well, more lawyers are pursuing a freelance style of service for these reasons:

  • Flexible working hours
  • Closer relationships with clients
  • Ability to work remotely
  • Potential for more earnings
  • Opportunity to work on diverse cases

Becoming a freelance lawyer is also becoming much easier with the rise of online resources offering a place for lawyers and those seeking legal services to connect. Places like eLawyer, The Lawyer, and The Law Society are just a few of places to find freelance of in-house jobs in law.

Perhaps one of the biggest businesses catching onto to this recent trend in freelance lawyers is Lawyers on Demand (LOD). LOD is a fast growing company created by a law firm called Berwin Leighton Paisner LLP and a merger with AdventBalance. They have adopted a non-traditional freelance model of legal services which is dedicated toward providing organizations with the support required for their legal needs.

The kind of work you can expect with a service like LOD are project-based contracts, part-time in-house work, or offering legal expertise at a pre-established firm. This short-term and interim legal services offers new opportunities that cater for businesses with unforeseeable legal incidences.

Summary

Although it may sound unprofessional to think that lawyers are practicing law from the bedroom, the changes in technology and the effects it has on the legal industry has clearly changed the way things work.

Lawyers with the ability to work wherever they want are still able to:

  • Complete all text-based work, including emails and document sharing, with their main office or in-house clients.
  • Send and receive documents from clients and other parties. This can be achieved using secure cloud systems.
  • Make voice calls and perform teleconferences.
  • Arrange meetings with clients in alternate locations, such as a cafe or in the privacy of a client’s home.

Freelance lawyers offer an alternative and exciting new career choice for those who want to have greater control over their personal career. Possibly, lawyers working from home may become a rising trend in the near future.

Health Insurance For Lawyers

Health insurance is a vital consideration for any lawyer practicing law. Whether you’re a solo-practitioner, small law-firm or a team of multiple partners, having the right insurance policy will provide peace of mind and financial support in the case of any unforeseen medical events.

Depending on the size of your firm, there are various packages you can obtain which cover general health, dental, and more extensive health related operations. You can choose between short-term medical to long-term medical and rates will vary depending on who you choose.

If you’re looking for malpractice insurance, you can read a comprehensive article about what you need to know.

Importance of Health Insurance

Health insurance is often in debate in the United States and regardless of the responses, having a good health insurance plan helps pay for the high costs of medical care.

Health care plans come in different packages and sizes. You can purchase individual health insurance plans or packages that protect you and the people working at your law firm.

All plans will vary on their degree of coverage however most plans provide coverage for general medical situations such as: seeing a primary care physician (i.e. for general medical check ups), medical emergencies (may require deductibles to cover expenses), preferred medical providers (where you have the freedom to choose your medical practitioner).

Getting the right health insurance deters any unexpected and unwanted costs associated with complications to your health. If you’re unsure where to get health insurance for lawyers, keep reading to review some of the choices available to you.

Health Insurance from the American Bar Association

Before searching for health insurance from private companies, you find a variety of beneficial health insurance packages from the American Bar Association (ABA)  or your local state bar.

If you are or become a member of the (ABA), you are eligible to receive discounted rates for health, dental and long-term health insurance plans.

For a solo practitioner, you can apply for a non-subsidy plan or choose from a list of affordable medical insurance plans that cover short term, long term, or temporary periods of coverage.

Additional packages can be purchased separately such as dental and vision insurance. If you’re operating a firm with multiple partners and/or associates, you can receive group rates at a higher discount. These insurance plans offer 100% coverage and you won’t have to pay any deductibles. In addition, you’ll receive nationwide coverage and you have the freedom to select and dentist of your choice.

If you’re looking for long term health care coverage, the ABA provides coverage to protect you today until old age.

The options offered through the ABA offer high limits, no deductibles and no credit checks. If you’re unsure where to get your insurance, reviewing the policies offered here would be a good start.

Public Assistance Programs

If you’re looking for a simple solution for health insurance you can apply for public assistance programs. While these programs are often available for lawyers who have limited or no income, depending on your situation, they may provide a viable alternative to more expensive health insurance packages.

One example of a public assistance program includes Medicaid. Medicaid is a health insurance program provided by the federal state which covers nursing home case, personal care services, and other medical costs for people with limited incomes.

This option is typically for those lawyers with low incomes and may apply to your situation.

If you or your law firm has more flexible and can invest in higher health care premiums, the following list of insurance providers may be more suitable for you.

Tips for Choosing Health Insurance for Lawyers


There is a lot of specific language included in health insurance policies. You will often see acronyms like HMO and HSA used repeatedly to describe what coverage you receive and how much the insurance company will provide.

As a legal professional, you know the importance of understand the fine details of a case. When it comes to choosing health insurance, you’ll want to know as much as possible to make the best decision for you and your lawyers.

Here’s a few tips to help guide you when deciding which health insurance provider to go with:

  1. Who Needs Coverage? If you’re a solo practitioner, you may only need coverage for yourself and any staff that helps out at the office. However, for a bigger law firm, you’ll want to consider who needs coverage, what’s their family situation, and whether or not your employees have children. Finding family-friendly insurance policies will provide coverage for not only your own needs but the needs of those who work at the office.
  2. What’s your budget? Once you know who needs health insurance and the kind of insurance you may want to receive, what is your budget going to be? Health insurance can be expensive and you’ll have to factor in your law firm’s budget when deciding how much coverage you can afford and the cost of the premium per person. Depending on where you practice law, you may be obligated to provide at least half the cost of the insurance plans.
  3. What are your options? You have the freedom to shop around for a health insurance provider that works best for you, your staff and your budget. Before making a decision, here are a few important points to consider:
  • What is the monthly premium rates?
  • Is there a deductible or co-payment? How much?
  • Can you choose your own health care provider or do you have to choose from a predetermined list from the insurance provider?
  • Does the insurance plan cover prescriptions?
  • Are there add-ons available? Dental? Vision?

When choosing a health insurance provider for you or your law firm, it is importance to perform your own due diligence to find the best plan. Although deciding on an insurance policy will be determined based on your budget and number of staff in office, having the right plan is valuable for your staff and their overall well being. 

Law Firm Virtual Receptionist

If you’re a solo practitioner or small law firm you may want to reduce your workload while improving the performance of your legal services. To do this in a cost-effective way, hiring a virtual receptionist can handle many of the small tasks required to run a law firm.

Virtual receptionists are able to help with tasks like social media, marketing, administration, advertising, answering phones and more.

Here you’ll find a variety of places to find a virtual assistant for your law firm.

What is a Virtual Receptionist?

Virtual receptionists offer highly-skilled service solutions that can manage many of the tasks your in-house staff would do. They can operate remotely, in office, or completely computer automated.

The benefits of hiring a virtual receptions include::

  • Cost effective
  • Time savings
  • Efficient
  • Reduce labour costs
  • Increased productivity
  • Access to expert talent
  • On-demand labour services

Virtual receptionists, also known as outsourcing, comes in the form of independent contractors, temporary office workers, remote workers, or

Are There Risks Using Virtual Receptionist?

While the benefits of having a virtual receptionist seem appealing, let’s take a moment to evaluate the risks of having a virtual receptionist.

Here’s some of the common risks that come with using a virtual receptionist:

  • Security & Confidentiality Risks. Providing legal services can expose you to a range of sensitive, personal information from your clients. If you choose a virtual receptions to handle your incoming calls, be sure there job requirements are clear: take calls, make appointments, and schedule consultation. Keeping sensitive information and data secure is a top priority at a law firm.
  • Quality Risks. Situations where quality becomes a risk include outsourcing calls to countries where language and cultural barriers exist. Potential clients may become frustrated explaining their needs to someone who is assigned simply to book appointments and set up an initial consultation.
  • Reputation Risks. Virtual Receptionists is another way of saying “outsourcing.” When you’re outsourcing work to other countries, it can sometimes lead to bad publicity and it may affect other staff working in house who may worry that they’ll lose their job to a cheaper, outsourcing solution.

When deciding how you’ll use a virtual receptionist at your law firm, if the risks outweigh the benefits, you should avoid including these outsourcing solutions at your law firm.

Law Firm Virtual Receptionists

If you’re busy providing legal advice or in the middle of a consultation, having an agent answering calls can increase the likelihood of securing new clients.

Services like AnsweringLegal provide dedicated call center solutions for law firms. They offer the following services:

  • Call handling
  • Message taking
  • Call routing
  • Legal intake
  • Customer support
  • Polite and professional customer experience

Call center virtual receptionist can be given a professional script to handle a range of questions and types of phone calls. Other services can provide 24/7 legal answering services to reduce missed opportunities at your law firm.

Here are a few more call answering services you can consider for your law firm:

PatLive – Offers 24/7 legal answering.

  • Pat Live provides virtual receptionists employed from the United States. They can help your law firm with message taking, appointment scheduling, lead collection, event scheduling, after hour agents, and more. With 27 years experience, Pat Live offer competitive virtual receptionist solutions for all business types.
  • Hours of operation: 24/7 services.
  • Pricing: $99 per month (50 call minutes) to $899 (1000 call minutes); provides additional features and a free 14-day trial.

Conversational – Offers friendly virtual receptionists in North America.

  • Conversational is an industry leading virtual receptionist service provider. Their team of professional and friendly receptionists come from the United States and Canada. They have over 14 years experience and are one of the few with 100% North America only receptionists.
  • Hours of operation: Custom operation solutions.
  • Pricing: $300 per month (600 call minutes) to $1000 per month (2400 call minutes); offers a 30-day free trial.

RubyReceptionist – Offers professional virtual receptionists and a mobile app to synchronize and manage all calls effectively.

  • Ruby Receptionists is a popular virtual receptionist service used by smaller law firms. They provide you with your own phone number which can be used to transfer to different lines and use detailed instructions to handle any situation coming into your office.
  • Hour of Operation: 8 am to 12 am EST + 5 am to 9 pm PST (can also operate on weekends)
  • Pricing: $259 per month (100 call minutes) to $989 per month (500 call minutes); includes 21 day money back guarantee.

AlertCommunications – Offers bilingual virtual receptionists and provide services exclusively for the legal industry.

  • Alert Communications has been providing their services since 1965 and use a client intake call centre strategy with their virtual receptionists. Instead of taking a call and transferring it to you, these virtual receptionists can handle any call volume and turn them into prospective clients at your law firm.

    Since Alert Communications is exclusive to the legal industry, their virtual receptionists are trained to use and understand legal terminology giving you that added edge of professional at your law office.

  • Hours of Operation: 24/7 services.
  • Pricing: Contact a sales representative to receive a quote for your law firm; requires a 1-month upfront refundable deposit.

Answer 1 – Offer a tech based virtual receptionist that can also provide web chat, text messaging, emails and more.

  • Answer 1 offers virtual receptionists for businesses of all kinds and every size. If you have a website for your law firm, their software system can be integrated to add additional intaking solutions. You don’t have to feel restricted to answering phone calls only and can include web chats and other virtual methods for prospective clients to contact your law firm.
  • Hour of operation: 24/7 services.
  • Pricing: $90 one-time setup fee; $239 per month (100 call minutes) to $749 per month (500 call minutes); provides a 21 day free trial.

Alternative Law Firm Solutions

Looking for more ways to make your law firm run more efficiently? Try these software solutions to reduce your workload and focus on providing quality legal services:

8 Shady Tactics Vendors Use To Trap Small Firms (and How To Fight Back!)

When Katie (my wife) started her law firm a few years ago, we were excited. It was going to be an adventure! As she walked out of her big firm job that last day, it seemed like the possibilities were endless.

And then the calls started. And the emails. And the tricks. It was like someone had put an ad on Craigslist saying “Easy mark! Hock your wares with abandon!”

With each step she took to start her firm, filing corporate docs, purchasing a domain name, signing up for phone service, setting up IOLTA accounts, it got worse.

I’m sure you’ve experienced the routine (and if you’re thinking about starting your firm, just wait.)

Phone calls at all hours. Because hey, we wouldn’t want to cold call a potential prospect during their working hours like everyone else, we need to stand out! 7am it is! Putting your kids to bed? Nuh-uh, it’s time to talk document management!

A constant barrage of cold emails with generic pie in the sky offers about this and that. None of any substance, just begging you to get on a phone call so they can see how much budget they can extract from an unsuspecting new business owner.

And the junk mail! Oh the junk mail! Not just “hey you should know about this service” junkmail, but downright fraudulent junkmail. Junkmail saying you’re in violation of some law if you don’t talk to them, or that someone’s going to steal your domain name or your trademark in China. Each looking more official than the last.

It’s exhausting. And we’d had enough. There HAD to be some good actors around. But the more I searched, the more shadiness I came across.

I’d had enough. And it was time to do something about it. So when I started AmazeLaw, I vowed to be honest with my clients, to treat them fairly, to empathize with the fact that they’re not an entity to extract money from, they’re small business owners, just like me, struggling and working their tails off for a better life.

I’ll leave it to my customers and to you to determine if I’ve succeeded, but in an effort to combat the shadiness, here are * tactics vendors are using right now to try and screw over small firms under the guise of being helpful.

Red flags in abusive vendor relationships

These are the tactics that should immediately set off red flags. Now not all vendors who use these tactics are bad by default, but they should act as leading indicators for abusive relationships so proceed with caution.

Being secretive about pricing

What they’re thinking: Their goal with this tactic is to get you to call to figure out whether it’s even in your budget. They don’t trust that you’ll be able to see the value of the product on their own, so they want you to contact a script-reading junior sales rep to convince you that it’s worth shelling out your precious cash, and then pass you off to a closer (account executive.)

Also, it means they don’t have any pricing structure to adhere to. They’re free to tell you any price (often after learning how large your budget is.) So they’ll start high, and work down so you feel like you’re getting a deal, often with steep discounts that magically appear when you tell them you’re all set.

How you can take advantage: This is the first step in some aggressive sales BS. But, if you really think the product works well (maybe you’ve had a colleague recommend it), you have a bit of an advantage if you’re willing to play hardball.

Make frequent price objections, threaten to walk away. Then actually walk away. Hang up the phone and tell them you’re just not sure about the price. I promise you they’ll call back. And there’ll probably be a discount in it for you.

Requiring annual or multi-year contracts

What they’re thinking: We don’t trust that you’ll stick around long-term, so rather than giving you 12 chances per year to consider whether that line in your bank account is worth it, they’ll only give you one option, and they’ll put a customer retention specialist in touch with you to promise big things for the next year.

And of course they’ll probably have a notice clause in the contract requiring more than 30 or 60 days notice of cancellation before it automatically rolls over. So when you contact them to cancel a few weeks before it rolls over, you’re told you’re already locked up for another year and if you want to cancel, you’ll have to pay an exorbitant cancellation fee (if they even let you).

There also appears to be a trend in the marketing services space (SEO, PPC Ads, Content Generation, Lead Generators, Directories) to require a 3 or 6 month commitment (often at $1k+/mo.)

While not as costly as annual contracts, they’re inherently higher risk. As an excuse, the sales rep will tell you that it takes time to see results from a new marketing channel. And that’s true, to a point.

But any person worth working with, any person you trust, will be able to give you an honest assessment along the way and let you know whether it makes sense to keep moving forward. They’re just trying to force the decision rather than letting their service speak for itself.

If they don’t trust that you won’t leave after a month or two, it says something (everything?) about how much they trust their product.

Note – These scenarios are different from annual prepay/billing. Annual prepay (often with a discount) can make a lot of sense for you and for the vendor. It helps them with cashflow and it provides you with a) a discount and b) the ability to play with your tax burden a little bit. If you have a strong year and you’re not sure the next year will be so fruitful, paying for the next-year’s services in December will reduce your tax burden this year (assuming you’re using cash accounting.)

Obviously, I’m not an accountant, so that’s not financial advice. But I would advise setting up a standing meeting with your accountant every fall to go over your accounting and help make decisions like this while you still have time before the end of the year.

Now before you sign up for annual prepay, you should ensure that you’re not locked in. For example, we offer 2 months free for our clients that sign up for annual billing, but if they get six months in, we’ll send them a pro-rated refund.  They’re not locked in.

So be sure to ask what happens if you cancel half-way through your annual contract so you can correctly weigh your options.

How you should handle thisExcept in circumstances where the value is clear and you’ll clearly need it long term, I would run, not walk, away from these terms. Cash is king for a small business so don’t lock yourself up unless you’re absolutely sure it’s worth it. And make sure you ask if they have…

Early cancellation fees

What they’re thinking: This is usually paired with those big annual contracts. It’s nothing more than a way to make you question your decision to cancel and extract a little more cash on your way out the door. It’s extortion, pure and simple.

AmazeLaw is actually a rare business where a customer leaving actually costs us time and money. It takes a lot of time and effort to move a website. And even we don’t have cancellation fees. We’ll lose money. That’s our punishment for not meeting our clients’ needs, and our incentive to do better. Thankfully it doesn’t happen very often.

What you can do: Honestly, not much. You can try to negotiate your contract at the beginning, but that’s about all you can ask for. But before you do that, you should probably question why they need that clause in the first place and if that’s someone you want to work with or trust a part of your business to.

Owning your domain

This is specific to website providers but it’s egregious enough that I need to call it out. Some providers insist that they control the domain name for your website. Claiming that it’s easier if they register it. That they’ll make sure it’s always renewed.

What they’re thinking: If they own your domain name, you can’t go anywhere. In order to move your website, you’ll need a new domain name and you’ll give up all of the SEO you’ve built up. What’s more, you’ll need to update all of your business cards, potentially your email address, etc. It’s just another form of extortion to keep you from canceling.

What you should do: DO NOT DO IT. Register your domain under an account you (and only you) control. Make sure you sign up for auto-renewal. I usually recommend Namecheap or Dynadot (GoDaddy is ok too because they’re ubiquitous, but they have some questionable tactics of their own I recommend my clients avoid.) If they insist, run away.

Controlling your phone number

This is just like controlling your domain name. And with the rise in importance of local search and its reliance on consistent Name-Address-Phone Number (NAP) for rankings, it’s gotten even worse. Having a different phone number on your website than the one you have on your business cards, or in the phone book is a big no no.

What you should do: There should only be one phone number for your business, and it should reside with your telephone service provider.

Acting as the middleman between you and your clients

That phone number control is often used as part of a feature called call-tracking, an attempt to funnel all website leads through a proprietary system. Of course that assumes that your leads want to call you. Some vendors even go so far as to not put an email address on your website, forcing the visitor to either pick up the phone or fill out a generic form that connects to their system and their system only.

In addition to being yet another lock-in tactic so that you don’t lose your contacts, it kills conversions and virtually guarantees that your prospect moves on to the attorney that allows contact via whatever means the prospect is most comfortable with.

What you should demand: You need to own your communication with your clients. Any barrier that’s put between you and your clients is not worth whatever low-volume metrics you might be able to pull out of your marketing vendor.

Promising the moon

This is pretty straightforward. An over-eager salesperson making empty promises to hit their monthly quota. Sometimes it’s subtle, but when you start to think maybe they’re being a little too generous with their predictions here’s a tip…

How can you use this? If you’re wondering if they’re pulling the wool over your eyes, then a surefire way to tell is by using a trap question.

Take the vendor’s pitch to the extreme, ask them if that’s a typical result. For example, for a company building a website or an SEO firm, ask them if this product will get you on the first page of Google. For a lead gen product, ask if you’ll get at least 5 qualified, high-quality leads every month.

Of course, if they say yes, ask for the names of two or three clients that have had those outcomes so that you can speak to them about their experience. And then watch the excuses fly. They’ll say that they don’t disclose client information.

You can even ask for a guarantee. That you can request a refund if those results aren’t met. That’s almost always a no-go on their part, but at this point the deal’s probably over so have some fun and watch them try to justify why they can’t 🙂

If they say no, that those results might be possible but that they aren’t typical, that’s actually a positive sign. Ask them under what circumstances you could expect to see those results. Ask them what the typical results actually are. If they’re honest about the conditions where the solution works and where it doesn’t, they believe in what they’re selling and it might be worth trying as well.

But again, ask for two or three references that would be willing to back that experience up.

Not being willing to provide references

Here’s what they’re thinking: A lot of the legal marketing vendors out there are entirely based on pump’n’dump schemes, where they sell all of the attorneys in a given area on a product, then move on, like locusts. They know after their initial contract term, 90% of the clients that remember to check their billing statements will cancel, but they don’t care. Their job is to get folks signed up as quickly as possible, on the longest terms possible.

In those scenarios, it’s really hard to find a long-term customer that’s willing to speak with prospects. And if there’s only a handful of them and they’re selling at scale, they just can’t afford to send hundreds of reference requests to each attorney that offers.

Here’s the cold hard truth. If a vendor doesn’t have at least a few attorneys literally raving about their experience, then it’s probably a no-go. After all, by the law of large numbers alone, there should be outliers that are having success. Even if they can’t give you a phone number, they should be able to send you case studies of successful clients. And often from there, you can do some basic Googling to find  the subject’s contact information if you need to verify their story.

What about you?

Have you seen these tricks in the wild? How have you dealt with them? Did I miss any? Let me know in the comments!

Tired of being played?

If you need help with your marketing, but were really hoping to avoid all of those tactics, let’s chat and we’ll help you get off to a great start!

Schedule a Demo Today

Legal Malpractice Insurance For Attorneys

Whether you’re a solo practitioner of law or working with partners at a firm, having legal malpractice insurance will protect you from any unfortunate situations when a claim is made against you or your firm.

Mistakes are bound to happen and lawyers are liable for the decisions they make which have a direct impact on their clients personal lives and well-being. While some states may require legal malpractice insurance for attorneys, if you’re thinking about going without, understand the the consequences of being at the losing end of a claim against you can be devastating for your career.

This article will guide you through some of the benefits, considerations and examples of policies you can get to protect your legal services.

Why Purchase Legal Malpractice Insurance?

First and foremost, purchasing malpractice insurance protects you from any liability issues that can occur while performing legal services.

The cost of malpractice insurance for attorneys can come with a high annual premium. Depending on where you practice law, the area you practice, the years of experience you have, and the size of your firm, these are all factored into the annual insurance price.

Areas of practice such as real-estate lawyers and personal injury lawyers tend to pay higher premiums because these are seen as “high-risk” fields. Also, when a city has a higher number of malpractice claims, you can be sure to experience higher rates.

While he premiums may be extreme, especially if you’re a solo-practitioner or small law firm, malpractice insurance protects your reputation and personal indemnity.

For more detailed FAQs, please see the ABA Standing Committee on Lawyers’ Professional Liability 

What to Consider When Purchasing Legal Malpractice Insurance

Legal malpractice insurance for attorneys can cover many situations while leaving you liable for claims you may not see coming. When your considering which legal malpractice insurance to purchase, here is a few things you want to have in your insurance policy:

  • If you’re outsourcing or using a virtual receptionist, can your policy provide protection against outsourcing risks?
  • Does the policy protect all your staff and associates?
  • Will the policy give you peace of mind and confidence to practice law?
  • Does the policy legitimize your practice and build client trust?
  • Will you be protected against claims of professional negligence?
  • Does the policy cover the expense of hiring an independent legal counsel to represent you in the case of a complaint?

Another important consideration when choosing legal malpractice insurance would be the types of coverage you can receive. Each claim can have limitations of liability ranging from a few thousand dollars up to millions.

If a claim is made against your law firm, you may want to know if you’ll receive an increase in policy charges in future years.

Rates for Legal Malpractice Insurance  

The actual rates of your legal malpractice insurance will depend upon factors listed above as well as the answers to some questions you’ll have to provide.

Here’s an example of some of the questions you’ll be asked which will be used to calculate the cost of your insurance coverage:

  1. How many claims or incidents have you had per lawyer per year?
  2. What was the nature of the claims (i.e. frivolous, ordinary negligence, gross negligence, criminal conduct)?
  3. What was the degree of fault by the lawyer, (i.e. clear malpractice, statute of limitations, vicarious liability [when a lawyer leaves the firm])?
  4. Have you been rejected from other insurance carriers or was renewal refused previous insurance provider?
  5. What is the nature of your practice (i.e. family law, personal injury, etc.)
  6. What was your attitude / conduct with the client in resolving claims (i.e. attitude toward client)?

Insurance companies will examine your firm carefully to determine your eligibility and insurance premium rates.

Be prepared to share some of the intimate details of your law firm or solo-practice. You’ll have to share information like your attorneys professional conduct, history of previous claims, list of attorneys, their roles, hours worked, and more. Applications will vary from insurance company to insurance company.

Insurance Company Red Flags

Some of the major factors contributing to increased insurance premiums come from the following list of “red flags” which insurance companies are looking for.

  1. 2 or more claims from the past year
  2. 3 or more claims from the past 10 years (depending on the size of your firm)
  3. Type of claim
  4. Pattern of claims
  5. Being uninsured the previous 5 years
  6. Not paying a deductible
  7. Not cooperating with client suing
  8. Any bar disciplinary incidences
  9. Continued business relationship with clients that previous sued
  10. Possession of other professional licenses.

Researching the Best Legal Malpractice Insurance

The list above determining the rates of your insurance policy can seem daunting, you have complete power to research and find the best policy provider for your firm.

Performing your own due diligence and criticizing the fine details of the policy will be in your best insurance. Insurance policy providers is a business and the advertisements you receive in your inbox are simply trying to sell you on their premiums while not providing you the right coverage for your firm.

 In the case that you are rejected from an insurance provider, you can make any requested changes to the practices at your firm and reapply. There are plenty of insurance companies to choose from and comparative shipping will allow you to find the best price at the best coverage.

Insurance Updates & Renewals

Once you have selected the best legal malpractice insurance for you and your attorneys, you’ll have to continue to send any information to your insurer regarding changes to your practice.

If you hire on more attorneys or take on different kinds of clients, you may have to make changes to your policy.

When your insurance policy expires, you are responsible to make any necessary updates to avoid defrauding the insurance provider which can lead to legal consequences.