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Practice Management Advisory Service

Basic Training & Beyond


Scheduled Sessions

Due to the ongoing coronavirus outbreak, the D.C. Bar has decided to take precautionary measures to protect our members, our staff, and the community we serve. Until further notice, key Bar services including Basic Training & Beyond, will only be available online via videoconference.

All Wednesday sessions are from 9:15 a.m. to 4:30 p.m.  Saturday sessions are from 8:30 a.m. to 5 p.m.

2020 Schedule


2020 Schedule 

(One-day, Saturday sessions) 


This program is free for, and limited to, D.C. Bar members and their staff.

Slides and other Program Materials

The program is for lawyers who want to know about the methods and skills necessary for starting and growing a small firm and who want to participate actively in the learning experience. This interactive program consists of two full–day sessions or a Saturday one-day session that cover:


Day One:  
How to Start a Law Firm – All you need to know to get an office up and going in the District of Columbia. This segment of the program focuses on the skills, tools, and rules plus planning issues including:

  • The small firm lawyer’s workplace, firm naming, insurance and office location issues.
  • Fees and agreements: Types of fee arrangements; hourly, flat and alternative law office accounts; getting paid.
  • IOLTA, operation of the trust and business (operating) accounts and record keeping.
  • Office operations; office policy; of counsel and contract arrangements; file creation, retention, storage and destruction.
  • Time management, productivity analysis and planning to grow.
  • Planning for the unexpected: What if you cannot work? Do you have a backup plan?
  • The business plan, financial and productivity planning.

Day Two: 
How to Grow and Manage Your Law Firm – Client relations, marketing, finding clients, invoicing/billing, and legal technology and innovation for your practice.

This session includes: 

  • Clarifying your law firm's vision. 
  • Identifying your target audience, developing your marketing message, identifying marketing venues and outlets, and how to stand out from your competition. 
  • Client Relations (selection, management, in-take, and communication) 
    • Case management
    • Time and billing systems
    • Innovative ideas and software for office organization and automation 


The two-day program can be taken at any time and in any order, however it is best to attend the sessions in the same month.  The Saturday sessions are one day, from 8:30 a.m. to 5 p.m. covering all topics addressed in the two-day sessions. Click here and do a "New Event Search"to find and register for the next available Basic Training & Beyond being offered by the Practice Management Advisory Service (PMAS). You may also register by sending an e-mail to [email protected] 

For questions, call Dan Mills at 202-780-2762 or Rochelle Washington at 202-780-2764. You may also e-mail us at [email protected].

Basic Training was awarded the ABA Gambrell Award in 2011.