Practice Management Advisory Service

Small Firm Lunch and Learn Series

 Lunch and Learn

The Practice Management Advisory Service of the D.C. Bar presents the Small Firm Lunch and Learn Series. Each program in this series will explore a topic of particular interest to members who are starting, managing, or growing law firms in the District of Columbia. Most sessions take place from noon until 2:00 p.m. at the D.C. Bar (901 4th Street, NW) and are free to Bar members and their staff. This is a brown bag event. Attendees may bring their own lunch. Beverages are served. 




In addition to registering online, you may also email to register for all events.


July 25, 2019- Are You Lawyering or Laboring? 

7 Steps to Reduce Interruptions & Chores and Run a Highly Productive Law Firm, by Maddy Martin, of Smith.AI. Many small-firm and solo attorneys are spread thin, yet they hesitate to filter out distractions and hand off time-consuming tasks. Whether you're missing calls and leads, struggling to follow-up with existing clients and capture late payments, or just looking to run a more efficient and profitable law firm, the right communication systems can help you get more done. Cut out bad habits, reduce interruptions, and automate workflows to yield more qualified leads, happier clients, and better work/life balance.

You'll learn 7 basic and advanced techniques for incorporating tools that promote professionalism and productivity into your operations with minimal investment of time, energy, and money:
1.   Manage inbound communications with smart phone systems & web chat.
2.   Automate lead capture & qualification.
3.   Hand-off new client intake.
4.   Streamline appointment scheduling & reminders.
5.   Consistently collect payments.
6.   Systematically refer "bad" leads.
7.   Integrate your communications into your existing systems: CRM, website, calendar, billing system, email, SMS/chat, and more.



August 1, 2019 — How to Work with Lawyers: Co-Counseling, Contracting, Of Counsel & Other Methods of Collaborating for Mutual Benefit, by Thomas Martin of  Goldblatt, Martin, Pozen LLP and Jane Lemley Rasmussen of The Law Firm of Jane Lemley Rasmussen.

Attorneys in solo or small firm practice may find themselves in need of additional capacity, specialized knowledge, or co-counsel and want to engage another attorney outside their firm to fill that need.  This program will survey the various opportunities and arrangements under which attorneys can work with each other as co-counsel, of counsel, freelance attorney, and contract attorney.  You will learn about the characteristics of these different arrangements; how to structure them; considerations for selecting, onboarding, and working with another attorney; when and how to notify your clients; and operational and ethical issues associated with working with other attorneys.  If you are a solo or small firm lawyer who has been considering working with other attorneys or already has been, join our discussion to get practical tips and real-world examples that will help you appropriately structure, manage, and maximize these working relationships. 


August 8, 2019 — Avoiding Flight, Fight or Freeze When Negotiating, by Susan Borke of BorkeWorks.  

You know only too well how stressful it is to deal with people, especially during a negotiation. Avoid the default reactions of flight, fight, or freeze by learning effective behaviors you can use to regulate yourself and engage your counterpart. Susan Borke will share practical, proven behaviors you can implement to negotiate effectively. 

At the end of this session, you will: 

  • Understand the negotiation process 
  • Review how to prepare for a negotiation 
  • Learn techniques to engage more effectively with your counterpart in any negotiation 
  • Approach negotiations with more confidence

August 22, 2019 — Growing Your Practice: The Secret To Getting More Good Clients, by business and marketing strategist Mary Ellen Hickman of Hickman Consulting Partners LLC

Need more - and better - clients? By the time lunch is over, you’ll know how to identify the best clients for your unique practice, where to find those clients, how to attract more of them. We'll discuss how this applies to a well-established firm, a fast-growing firm, and a new practice. 



To register or for more information on this program and other services offered by the Practice Management Advisory Service you may contact: Daniel M. Mills, assistant director, or Rochelle D. Washington, senior staff attorney, at