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Ask again and you’ll learn more: A tale about using artificial intelligence
We’ve all heard the buzz about generative AI: a clever tool that can draft contracts, summarize long documents, draft replies to emails, and even answer niche questions about practice areas. But with great power comes cautionary tales. Let me walk you through a curious (and cautionary) experience I had with AI. Spoiler alert: the truth… Read More »
Categories: 2025 Feb - Emotional Contagion, Articles, Legal TechnologyEstablish your legal community
Whether you are a new lawyer braving your first contract review or a seasoned practitioner handling a complex file, having mentors and knowledgeable colleagues is invaluable. Equally, the opportunity to mentor others enriches your practice and the profession at large. Here’s a guide to building your professional network and paying it forward. Learn from those… Read More »
Categories: 2025 Feb - Emotional Contagion, Articles, Law students/new lawyers, MentoringThe hidden risks of acting for family and friends: Protecting your mental health and relationships
At some point in their career, nearly every lawyer will be approached by a friend or family member seeking legal advice. The instinct to help comes naturally, but when viewed from a mental health perspective, the risks involved require thoughtful consideration before proceeding. Mental health risks Acting for family or friends introduces challenges that can… Read More »
Categories: Articles, Wellness, WellnessSix ways to protect your client’s property title
Identifying title risks, advising clients, and diligently documenting steps can save clients and lawyers from costly claims. Despite best efforts, issues may arise, and title insurance offers some protection for both clients and lawyers. Understanding the nuances of title insurance policies, including their coverage, exclusions, and how they interact with legal due diligence, is vital…. Read More »
Categories: 2025 Feb - Emotional Contagion, Articles, Real Estate, Title insurance, TitlePLUSWhat They Didn’t Teach You In Law School: Marketing, Management, and Mentorship (2024)
Discover the essential skills that law school didn’t cover. Explore the risks and rewards of marketing in professional services, from digital strategies to leveraging client testimonials. Gain practical management tips, including how to manage up and navigate challenges in a multi-generational workplace. Emphasizing the development of key skills, this program highlights the importance of proactively… Read More »
Categories: CPD, CPD New Lawyers, Law students/new lawyers, MarketingRetirement, succession, and planning for the unplanned exit
Running your own law firm or sole practice can be stressful, but stopping can be even harder. Thinking of stepping away from your practice can create an overwhelming tide of questions and unknowns. It becomes even more complicated when lawyers consider they may not be able to choose the timing of their own departure. A… Read More »
Categories: 2024 June - Time for Tomorrow, Articles, Firm Management, Succession PlanningFacing stress with mindfulness and being in the moment
Whether it’s a big move across the county, receiving an unexpected medical diagnosis, being awarded a promotion at the firm or something else – it’s likely you’ve faced moments of substantial change in your life. When these changes occur, regardless of if they’re planned or a surprise, they can lead us to feel stressed, overwhelmed,… Read More »
Categories: 2024 June - Time for Tomorrow, Articles, WellnessSuccession Planning for your Legal Practice (2024)
This program will cover what every lawyer and law firm should know to adequately prepare themselves for potential absences from their practice—whether short-term, long-term, or permanent. The program will provide helpful advice on what practitioners should do now to prepare their practice and affairs for when they may need to step away in the future…. Read More »
Categories: CPD, CPD Practice Management, Succession PlanningThe confidence client: Survival tips to prevent fraud
In the nineteenth century, American journalists and law enforcement coined the term “confidence artist” to describe a form of fraud that preys on the trust and credulity of its target. The form these frauds took was always changing but relied on the good faith of the target and either a promise of profit or a… Read More »
Categories: 2024 March - The Confidence Client, Articles, Cyber dangers, FraudOne click and you are out $1 million
Could it happen to you? If you have a trust account, then you’re at risk. We are seeing a sharp increase in social engineering fraud against law firms and their clients, where the goal is to divert funds to fraudsters’ accounts. When money gets diverted, the lawyer and/or the client is out of funds. For… Read More »
Categories: 2024 March - The Confidence Client, Articles, Cyber dangers, Fraud