Practice Management Advisory Service

Newsletter


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Network Thursday, June 28, at the D.C. Bar, 901 Fourth Street NW, DC. The program is, What Small Firm Lawyers Need to Know about Disability Insurance, presented by Kim Natovitz, CLU, CLTC of TriBridge Partners, LLC.  

Network Friday, July 13 at Alto Fumo, 2909 Wilson Boulevard, Arlington, VA (Clarendon Metro) at 12:30 p.m. RSVP to steven@stevenkriegerlaw.com 

Network Friday, July 27 at Positano Ristorante, 4948 Fairmount Avenue, Bethesda (Bethesda Metro) at 12 Noon. RSVP to rsjillions@gmail.com 

Law is a relationship business. Bring cards to share. 

News

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Registration is open for the Successful Small Firm Practice Course with both weekday and weekend sessions. Learn how to launch, grow and manage your law firm in this free program for D.C. Bar members and their staff. Rochelle D. Washington will lead the Monday sessions from Noon-2 p.m. from September 10 through November 5, 2018. Daniel M. Mills will lead the weekend sessions on October 6 and October 27, 2018 from 8:30 a.m. to 4:30 p.m. All sessions are at the D.C. Bar, 901 Fourth Street NW, Washington, DC. 

To register or inquire, email SmallFirmCourse@DCBar.org. When registering, specify weekday or weekend sessions. 

 

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Small Firm Lunch and Learn Series

All programs begin at Noon.You may attend most in-person or by Zoom video conference. Register for any or all online or at lunchandlearn@dcbar.org.

All programs begin at Noon. You may attend in person or by our Zoom video conference. Register for any or all at lunchandlearn@dcbar.org 

June 28, 2018 — What Small Firm Lawyers Need to Know about Disability Insurance, presented by Kim Natovitz, CLU, CLTC of TriBridge Partners, LLC. During this program we will discuss how we can all better prepare for unexpected emergencies and protect our ability to earn income. Topics will include: 

  • How to obtain coverage that is affordable;
  • At what age to purchase insurance; 
  • Who gets disabled and why does it happen; 
  • The inherent disadvantage for women and how to address it; and  
  • Little known facts about what happens when someone becomes disabled. 

July 12, 2018 — Big Law Business Development for the Small Firm Lawyer: Looking for Work In All the RIGHT Places, presented by Brian Brown of Big Law Business Development, LLC. Competing against Big Law to win work is not without its challenges. In-house counsel will tell you that they cannot take a chance on their "bet the company" litigation without the backing of a big firm, in case something goes awry. Standing in line with all of your competitors hoping to win work from in-house counsel or depending on word of mouth is great. But what about the Underserved Recession Proof Industries (URPI) that are not glamorous enough for big law and who fly under the radar, making millions of dollars per year with little to no fanfare or publicity. This workshop will teach you how to find, identify and relationship build with URPI decision makers (typically CEOs/Presidents/Owners) and how to win new work on value and not on rates. URPI companies need your sage legal advice and counsel but they cannot hire you if they don't know you. You will learn about URPI companies, the organizations that support their memberships and why the Executive Directors want and need you working with them and their members.  

The Lunch and Learn Series is here

New programs are added regularly. Recaps and materials from recent programs are here. If you have an idea for a program, let us know at: lunchandlearn@dcbar.org

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Basic Training & Beyond, is set for June 20 & 27 / 9:15 a.m. – 4:30 p.m. Register: BasicTraining@dcbar.org

From the Desk of Rochelle & Dan: 

How do you document your first meeting with a prospective client, especially if you are charging for the initial consultation? Because a duty of confidentiality is owed to a prospective client and a new legal ethics opinion examines the prospective client relationship, documenting the initial consultation with an agreement can be beneficial. You can describe the purpose of the meeting, confirm the confidentiality of the exchange, explain that if an attorney-client relationship comes about, it will be described in a separate agreement, describe any cost of the initial consultation and indicate whether any charge will be applied against the fee if you enter into an attorney-client agreement. For a sample form, request it by emailing dmills@dcbar.org 

--Dan 

Are you having trouble getting clients to pay? You are not alone and there may be a few reasons why this is happening to you. Ask yourself, do you bill regularly and consistently? Are your internal billing process and your payment expectations clearly set forth for your client? Do you describe in detail or "talk to your client" in your billing entries? Do you contact clients in advance when you have billed more than anticipated? Do you bill your clients after a good result? Do you consistently follow up with clients and send reminders when they are late? Remember, if you want clients to prioritize your payments, then you must prioritize your billing process. Clients typically want to pay their bills but when they are high, unexpected and inconsistent it is hard for clients to make necessary arrangements to provide timely payment. Lawyers are inclined to procrastinate on billing and generating invoices for various reasons such as, lack of good time management, lack of organization, or failure to use automated systems to streamline the process. For more information on how to bill clients and get paid, join us at one of the many ongoing PMAS programs. Specifically, consider taking our Basic Training & Beyond program and/or our Successful Small Firm Practice Course which covers these topics and more. Also check out Best Practices in Billing. For additional assistance, we provide one-on-one consultations either in-person, by phone, or by video conference. PMAS@DCBAR.ORG 

 -- Rochelle

What are your obligations to a prospective client? Read the new Legal Ethics Opinion 374 to find out.

Have you read the new Legal Ethics Opinions on social media and lawyers? They are here: LEO 370 and LEO 371 

Check the small firm legal trends reports here.

The new e-Manual for Basic Training & Beyond can be downloaded here

For more information on PMAS programs, click here

D.C. Bar CLE, Communities and Pro Bono Center

Continuing Legal Education programs are here.

Communities Events are here.

Pro Bono Center training programs are scheduled here

The D.C. Bar has moved. 

We are in the new building at 901 Fourth Street NW, and all our live events will be at this location with the exception of our occasional off-site Lunch & Learn sessions. Our CLE area in on the second floor and most conference rooms with our programs are on the third floor. There is also a new area for members, Member Connection, that is not yet open. More information about the new building is here.  

Dan & Rochelle

Daniel M. Mills| Assistant Director | 202.626.1312
Rochelle D. Washington | Senior Staff Attorney | 202.626.1317
Practice Management Advisory Service
District of Columbia Bar
904 Fourth Street, NW
Washington, DC 20001