Risk Management Practices for Small Firms & Solo Practitioners

Production Date: August 10, 2017 Practice Areas: Ethics and Litigation Estimated Length: 3734 minutes


$ 59 Ethics and Litigation In Stock

Risk management issues, including avoiding bar discipline inquiries, are a particularly tricky area for solo practitioners and small firms, who often lack sophisticated internal risk controls. Please join professional responsibility lawyers Colleen Burke (from Collins Einhorn Farrell PC), Kathleen Clark (of Washington University Law in St. Louis), Trisha Rich (from Holland & Knight) and Shannon Nordstrom (from Nordstrom Law Office, PLLC)
for a lively panel where they will discuss common ethical pitfalls, including managing data security and metadata, social media responsibility, partnership agreements, identifying and managing conflicts, and properly handling client accounts.

Learning Objectives:

  1. Assess the ethical implications of data security
  2. Understand appropriate social media use for attorneys
  3. Discuss best practices for attorney Partnership Agreements
  4. Identify and mitigate conflicts of interest
  5. Examine good billing procedures for small firms and solos
Stephanie O.
Oakland, CA

Panel format was great.

Becky M.
Henderson, NC

excellent presentation --!

David L.
Millburn, NJ

I liked the panel concept.

pamela s.
Dothan, AL

It was enjoyable having a panel of all women teach this CLE

Jim S.

This is a very good program!

Vickey W.
Washington, DC

Gave me a lot to think about especially concerning social media

Georgia M.
Kailua, CA

The female attorneys were wonderful. I would like to see more CLE programs by female attorneys

Ann W.
Pittsfield, MA

Class is a must!

Clay L.
Big Sky, MT

Nicely paced. Informative.

Elizabeth C.
Hatfield, MA

Dry subject, very well presented

Bonnie P.
Pinetops, NC

Very informative program and easy to follow the presenters who appeared to be very knowledgeable on the subject of legal ethics & professional responsibility.

kathryn k.
Seattle, WA

I liked the use of a panel of attorneys to present the information, made it more interesting and engaging.

Megan B.
Charlotte, NC

This was very well done and informative.

Brittany B.
Manhattan, NY

I thought the panelists did a great job.

Frederic M G.
Champaign, IL

Both interesting and useful.

Richard S.
Goshen, NY

Nice overview of this topic

Bridget H.
Kensington, MD

nicely done.

Lynnann K.
New York, NY

excellent! panelists and panel format extremely effective

Carolyn S.
Louisville, KY

Very good course