Ethical Law Office Management for Solo Practitioners

(2752 Ratings)

Produced on: February 21, 2015

Course Format On Demand Audio

Taught by

Categories:

Course Description

Time 75 minutes
Difficulty Beginner

When starting your first law practice, whether a solo or small partnership, there are anumber of considerations that must be reviewed in terms of the ABA Code of Ethics.

 

Join Joseph Vozza as he illuminates on what to expect when starting your own practice, how to handle the various hurdles you may encounter, and how to ensure you do all this ethically. He reviews the various ethical standards for partnerships, starting a virtual office, advertising, legal fees, and client management. In addition to reviewing the ethical rules for these areas of your practice he also includes his own advice as a successful solo practitioner. If you already have, or are considering starting your own law practice this is an essential course to expand your knowledge of what ethics rules you must follow, and also how to best manage your practice.

 

Learning Objectives:    

I.     Understand the various ethical considerations for solo practices vs. small partnerships

II.    Comprehend ethical considerations when setting up a virtual office

III.   Grasp how to set up fee agreements

IV.   Conduct proper client management



This course originally appeared as a part of our February 2015 Bridge the Gap Event.


Faculty

Joseph Vozza

Law Office of Joseph Vozza

Joe Vozza received his undergraduate degree with honors from Manhattanville College, in business management and history, and later received his law degree from Touro Law School. Joe also completed a legal externship at Moscow State University, Russia, where he studied civil law system and the Russian legal system in transition. He is admitted to practice law in New York State, and the United Stated District Court, Southern District of New York.

Joe joined the firm of Vozza & Vozza as lead trial counsel, and has tried many jury trials throughout the City of New York for both plaintiffs and defendants. Joe moved onto start his own office, and expanded his practice to include a variety of legal matters ranging from real estate transactions, to estate planning and probate. He still concentrates on civil litigation, and specializes in handling personal injury cases.

Joe has sat as a board member for many organizations, including Larchmont-Mamaroneck Community Television, and Mamaroneck Chamber of Commerce. He is a New York State licensed real estate instructor, and offers seminars to local real estate brokers on current topics. Joe also sits as an elected Trustee and legal advisor for the Mamaroneck Public Library.

Reviews

NM
Nicholaos M.

Thoroughly enjoyed the instructor and his method of delivering information that can be rather dry in an interesting way.

KM
Karen M.

Insightful and balanced legal concerns with being prepared beforehand. Very enjoyable.

DS
Della S.

This is an informative presentation. I liked the examples provided

RM
Robert M.

Very useful. I liked how he had stories about mistakes he made starting out.

MR
Misbah R.

Excellent

JM
Jessica M.

great course! very informative.

JK
Jacqueline K.

Excellent practical advice for new solo practitioners. Thanks!

CM
cassidy m.

funny and practical

CF
Chris F.

very good advice. good presentation.

MR
Margaret R.

I felt the presenter spoke from the heart and clearly with personal experience. To me, he had real credibility and gave sincere advice, especially to new attorneys. Good program.

RS
Rebecca S.

I appreciated the attorney' real life approach to this subject.

CK
Cassandra K.

Excellent presentation! This was the best course I have seen yet with Lawline. I am an attorney in Colorado and liked how the instructor used illustrative examples to highlight how the general law applied to real life problems. Many of the other courses I have taken tend to focus on the black letter law of one specific state - usually New York - which is not helpful for out-of-state attorneys like myself. We all know how to look up the law, it's the application part that becomes tricky. I look forward to seeing more presentations from this instructor.

AF
Amy F.

Good refresher course for me; haven't practiced in many years..

LG
Lorraine G.

I found the speaker delightful.

KT
Kimberly T.

Good

PL
Patricia L.

Great specific advice and warnings about pitfalls - and many thanks for going over NY Rules about engagement letters! I learned things I didn't know before!

LS
Lee S.

good presentation

CM
Christina M.

Great speaker and very engaging.

FW
Fredrick W.

Very well done

SF
Steven F.

Good course. Pieces of it extremely helpful

PN
Paul N.

A great, down to earth, helpful pro

BH
Ben H.

Good flow to the discussion

BD
Brandon D.

Great info for solo practitioners

GH
GENA H.

Fantastic seminar for a solo practitioner! Loved the speaker!

EV
Eugene V.

This is a great starter and refresher for attorneys regarding the real life issues with being a solo and avoiding ethical and malpractice problems.

MW
Matthew W.

Speaker and presentation was a perfect 10, painting and detailing a detailed picture of solo practice.

GO
Gregory O.

Thank you.

JD
Jeffrey D.

Presenter kept my attention!

AR
Arthur R.

Very informative. Kept my interest

BH
Benjamin H.

Interesting

SS
Sandra S.

Excellent presentation - engaging and informative!

FC
Frederick C.

Great course.

PJ
Paul J.

Excellent presentation.

AT
Aimee T.

Excellent presentation. Both entertaining and practical.

IG
Iris G.

This was very helpful to me.

AW
Anna W.

I liked this guy. He gave good, straightforward advice.

DA
David A.

Great insights

SR
Samantha R.

Informative and useful information for a solo practitioner!

ZS
Zvi S.

Great

WS
William S.

Very well done. Thank you.

JR
Jason R.

great job.

BC
Brian C.

Good overview and covers all major items to consider.

SK
Susan K.

Terrific speaker, good practical advice

GC
Gay C.

This guy was really great.

JD
James D.

Good ethics primer

PS
Paul S.

Excellent presentation. Valuable information presented clearly and concisely.

AG
Amy G.

Great presentation! Enjoyed the speaker. Very practical tips.

CT
Cynthia J. T.

Effective. Practical advice. whether an attorney in practice 4-5 months or 45 years

MH
Mark H.

Good practical advice and content

RS
Richard S.

honest and insightful

JM
Joy M.

Good practical tips

JT
Joel T.

Well presented

GV
G Q Buck V.

Good general presentation even for those of us who have been solo practitioners for some time.

DM
debra m.

Excellent, and informative.

KS
Kevin S.

Engaging speaker. Personable. Covered a variety of important topics.

DG
Deborah G.

Very informative and practical information.

LH
Lee H.

This was a very interesting and informative presentation!!! Good discussion of practical matters and issues, and good common sense approach to the solo practice of law!!!

MF
Marc F.

Excellent

SW
Steven W.

good practical info

ES
Ed S.

I'd definitely recommend this program. Very clear, very straightforward and one of the best ethics CLEs I've experienced in recent years

LS
Lorien Elizabeth S.

Very knowledgeable and interesting speaker.

JC
Jean C.

Very good practical advice for a solo practitioner.

KR
kevin r.

I have been in practice 30 years, 23 as a solo practitioner, yet found Mr. Vozza's presentation engaging, accurate and useful.

EP
Elisa P.

The speaker was informative and interesting. He kept me engaged in the material.

AC
Adam C.

Having gone through the struggles of hanging out my own shingle, Joe's advice about the ethical considerations were spot on.

GM
Gerard M.

good practical course speaker was nery interesting and informative

OM
Owen J. M.

very practical and informative

JK
Jill K.

Very good program.

EA
Eliot A.

Excellent!

AP
Andrew P.

Great program! A treasure trove of information for the new lawyer and the experienced pratitioner alike

JB
Julie A. B.

Good examples pleasantly., entertainingly, and educationally delivered.

RC
Robert C.

Really well done - I could tell this attorney really cared about our success. Excellent program!

MB
Michael B.

I wish this presentation was available 26 years ago when I started my solo practiced because I would have felt more confident that I was doing the right thing ethically with my clients.

SM
Sheldon M.

Good course.

MC
Michael C.

good presenter

GC
Gary C.

This is a great program for lawyers beginning their legal carer.

AS
Aronda S.

Very informative and practical. I enjoyed it.

MS
Michael S.

Faculty did a great job in conveying the information and making the presentation interesting.

LS
Lars S.

Quite helpful topic.

TC
Thomas C.

Thank you.

JO
John O.

Good presentation and very balanced.

TK
Timothy M. K.

Found this to be a lot of good practice information that I would not have thought to ask in advance.

JF
John F.

very good throughout, practical

RD
Rhonda D.

He was fantasticand interesting. Every lawyer should be required to watcht this CLE before he or she goes into private practice and again when we are in the practice for1 year and 5 years.

TL
Theodore L.

A bit discursive, but the ethics coverage was excellent and the broader "how it works" was focused and solid.

MC
Michael C.

Excellent speaker

JH
John H.

Good information for anyone who is solo.

CO
Catherine O.

Very good speaker, made the subject matter interesting with his own personal antecdotes.

RB
Ross B.

This was the best program I have watched from Lawline in the two cycles of my CLE reporting requirement that I have used it.

MG
Michael G.

Excellent! Highly recommended

TH
therese h.

good plain spoken counsel!

JB
Jason B.

Excellent!

SK
Stuart K.

Excellent speaker

JC
Jacqueline C.

Vozza was a seasoned practitioner. I believe he (and his brother) had experienced and Vozza knew what he was talking about.

JC
John C.

Provided first hand experience in opening a law office and ethical considerations.

LJ
Larry J.

Actually, this was a very good presentation.

JH
John H.

Nice practical information

BC
Bradley C.

Great speaker

HS
Herbert S.

Many good tips for practitioners that are considering a solo practice.

MO
Mary Kathleen O.

Excellent presentation!

JM
Julio M.

Very sound and practical advise for the new attorneys and seasoned attorneys wanting to go start their own solo practice.

RK
Reva K.

great reminders

GS
GREGORY S.

Mr. Vozza's program was very practical and easy to follow. Many of his examples could have come right from my law practice.

MK
Mary K.

Great course.

SU
Salima U.

Very good seminar for young attorneys considering going independent. Also, very relevant with real time problems of a young attorney starting with IT and privacy issues.

GS
Gregory S.

Instructor was very knowledgeable and practical

SK
Sesha K.

love this class. very informative and practical.

JS
jerry s.

Truly Outstanding!!!

ST
Salvatore T.

Well done.

JR
James R.

Great presentation, easy to listen to and the material was well covered.

SL
Sandra L.

Nice guy. Mostly for young lawyers

MM
Marie A M.

He was terrific!! His information was invaluable and he was so practical and right on.....he was great!!!

DS
Daniel S.

Great presentation!

AY
Andrew Y.

VERY GOOD

JN
Jeffrey N.

Great

ED
ERic D.

Good seminar

JK
Joung Ho K.

Many good practical advices for solo-practitioners.

AW
Andrea W.

Excellent overview of practical advice and information, very relevant.

HT
Holly T.

Best ethics CLE, as it was true story of what it is like and what he experienced. Making it personal made it very interesting.

CR
Christine R.

Very topical.

RM
Robert M.

EXCELLENT AND EXTREMELY KNOWLEDGEABLE SPEAKER

SJ
Steven J.

Excellent CLE! Very informative.

PW
Patrick W.

I enjoyed the speaker's presentation. It's nice to hear from another solo.

JF
Jane F.

Great course!

RH
Ronald H.

very useful course

AW
abdul w.

Excellent presentation!

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