Equipped for Success: Building Blocks for a Modern Practice

Trust accounting is one of the most regulated and misunderstood aspects of legal practice management. Even simple mistakes can lead to serious consequences, from audits to disciplinary action. In this practical, back-to-basics session, we’ll demystify trust accounting and walk you through the essential steps for maintaining compliance with confidence. Whether you're new to trust accounting or looking for a refresher, this webinar offers clear guidance, real-world examples, and tools to help your firm avoid costly errors.  

Essential Law Office Technology: Key Technologies and Services for Your Technology Stack 
Technology advances quickly and it's not easy (or impossible) to keep up with it while also trying to practice law and manage a practice. This seminar will define and explain the technologies that can help any lawyer solve problems, improve client service and make life easier. Learn about the essential software, hardware and services that can help you protect client confidentiality, organize case information, manage your practice more efficiently and improve profitability. 

Champagne Technology on a Beer Budget 
Believe it or not, you can get great technology on a tight budget. However, some things are too important to let cost be your most important decision variable. Whether you’re ready to start a firm or overhaul your firm’s existing technology, this seminar gives you a legal technology roadmap with a focus on keeping the costs as low as possible. We’ll cover everything from low-cost accounting and case management systems, how to lower printing costs, computer configurations, security and encryption options, VoIP phone systems, and more. We will also help you prioritize your purchases, so you’ll know what to focus on. You literally can’t afford to miss this seminar. 

Security Is a Team Sport - Simple, Easy Tech Security Measures Every Lawyer Should Consider 
Rule 1.6 stipulates that a lawyer must make reasonable efforts to prevent the disclosure of confidential client information. The comments to Rule 1.6 require lawyers to act competently to safeguard client information and use reasonable safety precautions when transmitting a client communication. The exact meanings of "reasonable efforts," "act competently" and "reasonable precautions" may be subject to debate. However, doing nothing certainly won't meet the standard. The good news is that you don't have to be a security expert or techie to protect yourself and your office. Learn how to cover all the bases of computer, smartphone, tablet, email, wireless and document encryption. We'll also cover the fundamentals of backing up your electronic data. Half of the battle is simply knowing what questions to ask and it's not nearly as complicated as it sounds. Establish best practices in your office and discover the inexpensive or free tools that will make sure your confidential information remains confidential. 

In a rapidly evolving legal landscape, firms need a strategic, data-driven approach to alternative fee pricing—one that ensures profitability while rewarding them for their efficiency gains. This workshop will guide law firms through the process of scoping and pricing their flat fee work with confidence. 

Through the use of AI and other technology, firms are becoming more efficient in how they carry out their billable work and when the time it takes to complete billable work is reduced you need to ensure you are set up to price based on more than just how long it takes.  

Attendees will leave with a clear strategy to scope, price, consider value and track their flat fee work—maximizing profitability while delivering client-focused pricing suitable for the AI era. 

The online marketing landscape is continuing to evolve and expand. Law firms that want to be competitive must adopt smarter and more effective online strategies. This course provides attorneys with marketing tactics on how to successfully promote their law firms online. We’ll cover best practices for SEO, paid advertising, social media engagement, and client reviews. Learn how to build a strong digital presence that attracts the right clients and builds long-term credibility. Whether your firm is a solo practice or a midsize firm, you’ll walk away with actionable strategies. 

Learn the important legal and business foundations that you should be thinking about as you open the door to your new legal practice.