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Essentials

Ethical Considerations for the Solo Practitioner or Small Law Office (Update)

1h 5m

Created on August 18, 2025

Beginner

CC

Overview

When you run your own practice or a small law firm, you are more than just a lawyer. You're also an entrepreneur, albeit in a professional service business with extremely high (and sometimes complicated) ethical requirements. In this fast-paced, humorous presentation taught by Cliff Ennico, a solo practitioner who specializes in advising entrepreneurs, you will learn to master the rules of ethics that apply to the business of law.


Learning Objectives:


  1. Master the do's and dont's of ethical marketing for your practice
  2. Participate in lawyer referral networks
  3. Communicate ethically with clients, especially via e-mail
  4. Manage your clients' expectations, and your time
  5. Write great retainer letters and billing protocols
  6. Protect your clients' privacy using digital technology
  7. Preserve your clients' files and records
  8. Prepare your practice for eventual sale


Credits

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