Professional Development Series
The Professional Development Series is a weekly podcast series devoted to our newly sworn in attorneys and young lawyers. The PDS will present programs bringing basic skills training, introducing the business of the law, educating on mental health issues, and showcasing long term career options. Programs will come from a variety of sources locally and from around the country. If you are interested in contributing content, contact Chris Fortier at firstname.lastname@example.org.
Nuts and Bolts of Running a Practice: What Every Practitioner Should Know (Even if You Have an Office Manager)
The practice of law can be enjoyable, however, knowing the business side of the law will make the practice of law much easier. For instance, managing workflow, processing clients, and reading financial statements are three of the many essential skills a lawyer needs to increase his or her understanding and build sustainable practices. This brief program introduces you to basics of law practice management. Courtesy of the Washington State Bar Assocation. This program lasts about 30 minutes.
05:10 - Dealing with the Client (evaluating the client, fee agreements, setting up the relationship, writings)
08:10 - Non-engagement Letters
09:10 - Fee Agreement Structure and Suggestions, Client Relations Documents
11:20 - IOLTA Accounts
12:25 - Using Systems (Setting Up Systems, prepping for clients)
16:05 - Conflict of Interest Systems
17:43 - Technology
21:57 - Working with Staff
22:43 - Setting Financial Goals
23:30 - Measuring Client Referrals
Moderator: Jaime Hawk, Spokane, WA
Pete Roberts - Washington State Bar Association, Seattle, WA
Special thanks to Pete Roberts and wthe Washington State Bar Association for bringing us this video.