On Demand Audio

Ethical Law Office Management for Solo Practitioners (Update)

(616 reviews)

Produced on March 05, 2019

Taught by
$ 59 Ethics In Stock
Get started now

$299 / year - Access to this Course and 1,500+ Lawline courses


Course Information

Time 63 minutes
Difficulty Intermediate
Categories Ethics

Course Description

When starting your first law practice, whether a solo or small partnership, there are a number of considerations that must be reviewed to ensure compliance with the ABA Code of Ethics. Join Joseph Vozza as he examines the ethical obligations to consider when starting your own practice. He reviews the various ethical standards for partnerships, starting a virtual office, advertising, legal fees, and client management. He also includes his own advice from his experiences 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. Specific topics to be covered include advertising and social media, proper client retainer agreements, and effective client management.

Learning Objectives:

  1. Examine the various ethical considerations for solo practices vs. small partnerships
  2. Comprehend ethical considerations when setting up a virtual office
  3. Grasp how to set up proper client retainer and fee agreements
  4. Conduct effective client management
  5. Explore the ethical guidelines concerning attorney advertising and social media

Credit Information

After completing this course, Lawline will report your attendance information to {{ accredMasterState.state.name }}. Please ensure your license number is filled out in your profile to ensure timely reporting. For more information, see our {{ accredMasterState.state.name }} CLE Requirements page . After completing this course, {{ accredMasterState.state.name }} attorneys self-report their attendance and CLE compliance. For more information on how to report your CLE courses, see our {{ accredMasterState.state.name }} CLE Requirements FAQ .


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.


Michael G.

Best course I have taken!

Marie W.

The speaker was very practical.

Mark K.

Excellent primer on solo practice for anyone.

T. O.

Attorney Vozza presented a good program! Thank you.

Lucas T.

Good speaker!

Barry G.

Well done

Kerry S.

Very thorough presentation!

Ed P.

Would be very useful for beginning attorney. Good refresher for me.

Connie M.

Good Overview of Solo Practice Office Management Issues. Thanks!

Thomas I.

Thank you.

Glenda A.


Alex M.

I enjoyed the course! Thank you.

Robert R.

Very good description of the reality of solo practice.

Walter F.

The presenter was very knowledgeble and experienced. Valuable information and many good practical suggestions as well. Thank you.

David D.

Smooth as glass!

Van J.

Excellent as always.

Sarah R.

I started out as a solo practitioner myself eight years ago, and I found this advice helpful and on point with what one should do to insulate oneself from liability, promote efficiency, and appear professional to prospective clients. While the presenter does reference NY rules of ethics, most ethical rules are similar so it won't be difficult for viewers to find their corresponding rule if they have an issue or question with their responsibilities.

Charles C.

Fantastic! I was a solo from the beginning and this presenter and CLE gave a direct realistic presentation. Very Good.

William S.

Thank you.

Sheri P.

Very Helpful

Jeffrey V.

This presentation fulfills a need for a significant audience of solo practitioners. Thank you.

Karen S.

Very much appreciated solo perspective, rather than a large law firm. Also great to get links to NYSBA Opinions and Social Media Ethical Guidelines, so that I could print out while on the CLE.

Load More