Info Papers

Professional Liability Insurance Scoring Checklist Most people discover they've picked the wrong insurance once it's too late. This checklist covers 16 items across 6 key considerations. Score multiple choices side-by-side to gain the confidence of a thoughtful selection. Cyber Liability Self-Assessment Smart businesses confidently endure cyberattacks because they quantified their risk and planned for it. We’ve created a worksheet that guides you through the steps of quantifying your exposure. Then, item-by-item, identifies what’s covered by insurance. Confidently face your future by starting with a plan. It's Not as Good as It Looks - How to Avoid Wire Fraud Hitting Attorneys What looks like easy money is often a trap. A form of fraud is hitting lawyers. Download this guide on how to identify and avoid email wire fraud scams. Avoid This Unwanted Headache A forced action can turn costly. Consider Newtonian physics before suing a deadbeat client for non-payment. Download this guide to learn how to build your plan for maximum pay with minimal headaches. Email Wire Fraud Scams Wire fraud is on the rise. And it’s starting to impact lawyers. And worse, it’s impacting lawyers’ clients. Download this guide to understand your risk and how to create strategies of protection. Email Disclaimer Worksheet Companies can use a number of risk management techniques to control the exposure associated with electronic communication, including email disclaimers. This worksheet will help you personalize and draft your own disclaimer. Starting a Law Firm Business Plan It’s one of the toughest educations out there. But law school misses one important subject – how to run a law practice. Five key areas drive your business plan. And we’ve outlined them for you. The Summer BBQ - A Malpractice Danger Zone It’s more harmful than it feels. The backyard BBQ can escalate from a gathering of friends into hot coals that scorch your Professional Liability policy for years. Download this guide and create strategies to keep your summer BBQ safe. eBooks: Professional Liability 101 & An Overview of Legal Malpractice Avoid costly mistakes by learning the essentials before purchasing professional liability insurance. These two eBooks take minutes to read, but put you in a commanding position when it's time to make your choice. Are You On the Hook? Maybe yes. Maybe no. Discover how to minimize potential liability when making referrals to other attorneys. Suggested Documentation Best Practices Checklist Set the precedent for your firm with documentation. Use this checklist to to ensure consistency. Ransomware Response Kit You’re computer’s locked – and it’s too late. You’ve been ransomed. Or an employee has been ransomed. Now what? Getting Them in the Door 12 Marketing Ideas for Attorneys that Won't Cost a Fortune. Create An Exit Strategy for Your Insurance Agency Most small businesses wait too long to plan an exit strategy. Once an exit comes into focus it’s too late to then optimize key factors like valuation, leadership succession, equity transfer, and tax optimization. To prepare for a proper exit, you must answer one question first. Responding To A Negative Online Review A negative online review has the potential to adversely affect not only a business’s reputation, but also its viability. Download this guide so you’re prepared for the chance your firm is ever faced with a negative online review. 10 Ways to Minimize the Chance of a Legal Malpractice Suit Download ten steps that are frequently effective as risk management techniques for reducing the risk of suit for attorneys in any area of practice. Tailor a Portfolio of Insurance Policies for Your Unique Needs It probably feels needlessly complex. Why can't one insurance policy cover it all? This worksheet will simplify the answer and help you identify what coverages you need for your business. How to Minimize Your Lawyer’s Professional Liability Costs and Maximize Your Benefits Follow this checklist to ensure you are doing all you can to minimize your Professional Liability Insurance costs while maximizing your benefits. 7 Things You Need to Know [On-Demand Webinar] Uncover the Seven Things That You NEED To Know Before Insuring Your Law Firm Or Renewing Your Existing Insurance Policy.... AND... What You Can Do To Fix Them, Today! So, You've Made a Mistake... Is It Malpractice? It’s always better to be ahead of a potential malpractice claim than behind it. Get insider tips from folks that see more malpractice claims in a year than you’ll see in your lifetime. Suggested Missed Deadlines Best Practices Checklist Sometimes it’s not your fault. Sometimes it is. But fault doesn’t matter when your client is angry. Use this checklist to help manage deadlines and keep clients happy. Conflicts of Interest One thousand nine hundred seventy-one claims from 2020-2023. According to the ABA, that’s the number of conflicts of interest claims made in just three years. That’s almost 700 every year. Download this guide to see how you measure up. Remote Your Law Office Wisely Vulnerabilities exploded during the rapid remoting of workforces in spring 2020. Now let’s button things up. Download this checklist and see if you’re covered. Client Relations Checklist Good client relations are an excellent deterrent to malpractice suits, and a great way to increase repeat business and referrals. Download this checklist and see how you measure up. Withdrawing From a Case Withdrawing from a case usually comes about because of irreconcilable differences between attorney and client, differences which can be fertile ground for a malpractice claim. Protect yourself and your firm by lawfully withdrawing from a case. Issues Raised by Working with Co-Counsel There are strict rules on “sharing” clients. And they apply to both referring clients as well as receiving referrals. And there are potential traps. Making the Case: How Diversity and Inclusion Can Improve Your Firm’s Financial Outlook There’s a debate if DE&I makes money or costs money. We’re not sure. So, we asked the experts. The Art of Getting Paid Getting paid is more than the mechanics of delivering an invoice. It begins with your initial client meeting and continues through the completed matter. And every step in that journey either increases or decreases your probability of getting paid. Attorney Claude E. Ducloux shares his insights and experience in this important matter. Skeletons in the closet Are Conflicts of Interest Haunting New Business? The skeletons in your closet are conflicts of interest. Some conflicts are clear. Some are not. So, how do you parse the grey areas of conflict. Attorney, Will Jordan, has four questions that will help you find the answer. What to Expect From Daniels-Head Insurance Agency It’s not the same as auto insurance. Professional liability insurance can be a complex beast. And it’s our job to help you tame that beast. Here’s a quick guide of what to expect during the application process. When Is a Title Company Liable? Real estate transaction errors get expensive quickly. That’s why a title company is important. And it’s important to avoid malpractice claims. Download the guide so you can minimize your liability. Checklist For Changes To Your Law Practice There are many changes that can take place in a law firm throughout the year. Ensuring that your files are up to date, clients are informed, and all relevant parties are notified can be a challenging task. Download this checklist to ensure you don't miss a beat. Task Evaluation For Law Firms Time is a valuable and essential asset for running a business, and we all yearn for more of it. So why not take a few minutes to assess the tasks and processes within your law firm so you can identify opportunities to optimize your time? Claims-Made vs. Occurrence Insurance Policies Explained Insurance policies can vary in size, price, and form. Some based on occurrences, others on claims-made and reported. Download this guide so you have a better understanding of the differences before buying. Malpractice Claim Response Plan - Don't Be Alarmed, Be Prepared A legal malpractice claim is one of those terrible surprises that no law firm owner wants to think will ever happen to them… Don't allow your law practice to fall behind or go under due to not being prepared. This checklist is a guide to help you develop a response plan should you be facing a malpractice claim. Navigating Your Professional Liability Insurance Policy & Reporting Claims This checklist is designed to guide you or any person on your team in the event that you incur a claim or potential claim against your firm and need to exercise your malpractice policy. Key Questions to Ask When Shopping for Professional Liability Insurance Navigating Lawyers' Professional Liability Insurance requires careful consideration. This guide offers a checklist of key questions to help you choose the coverage you need. Yes, You Can Learn To Keep Your Desk Clutter-Free Learn the benefits of maintaining a clutter-free desk, including improved focus, organization, and reduced stress levels, in this detailed guide. A Quarterly Mental Reset Guide for Lawyers Discover how a quarterly mental reset can transform your law practice and personal life in this invaluable guide. FAQs on ChatGPT for Solo and Small Law Firms This comprehensive FAQ guide is designed to clear up some of the myths and help you confidently navigate ChatGPT's role in your law practice. Why Do I Need a Fee Agreement? This info paper explains the importance of fee agreements, and includes sample templates for Hourly and Contingency Fee Agreements to help you manage risk and strengthen client relationships. What can lawyers gAIn from Artificial Intelligence? AI is revolutionizing law but poses ethical risks like bias, confidentiality breaches and inaccuracy. This guide explores AI's potential, ethical obligations, and best practices for responsible use in the legal field. The ABCs of Time Entry Clear, consistent time entries don't just boost your chances of getting paid, they also help you avoid disputes and reduce malpractice risk. This guide breaks it down into a simple, 3-step method to help you improve your billing practices with confidence. Not It! How to Effectively Screen Potential Clients Avoid problem clients before they start. Learn how effective screening can protect your practice and help you prevent malpractice risks. Download our quick guide to ask smart questions before accepting new clients. Building Your Dream Team Build, grow, and keep top legal talent with confidence. This guide offers proven strategies to attract, hire, and retain a high-performing team, along with practical tips to strengthen your workforce, foster loyalty, and position your firm for lasting success. The Law Firm Card Planner Make every message count. Simplify your client outreach with this guide to planning, crafting, and sending cards, e-cards, and invitations on time and on brand. What To Do When Your Client Doesn’t Pay When clients don’t pay, lawyers risk more than lost income. Fee disputes can trigger malpractice claims. Learn smart collection strategies, assess risk, and protect your reputation. Download this quick guide for practical tips to stay protected and get paid. Extended Reporting Period (ERP) Coverage Explained Learn how Extended Reporting Period (ERP) coverage, often called "tail coverage", protects your prior acts after a claims-made policy ends. Review options, cost, retirement eligibility, and key timing considerations. Understanding The Step Rate Factor for Lawyers Claims-Made Policies Learn how the step rate factor affects your Lawyers Professional Liability premiums, why costs rise early on, and how continuous coverage protects prior acts. Lawyer as Counselor Learn how adopting a counselor mindset helps lawyers provide ethical advice, build client trust, and improve communication while fulfilling professional responsibilities. The Truth Behind Low-Cost Liability Insurance Policies Low-cost legal malpractice insurance can expose your firm to hidden risks. This guide reveals the truth about budget coverage, common gaps, and the factors that matter more than your monthly premium.