Don’t allow a lapse in communication to jeopardize the protection of your law practice. A continuously updated policy will save you time at renewal and will protect your law firm from any loss of coverage that can occur from an outdated policy.

In this episode, we are going over some key changes you'll want to promptly report to your agent or carrier and what makes the urgency so essential to your coverage.

More Resources:

Lawyers Professional Liability eBooks

Tailored Business Insurance Portfolio

Cyber Liability Self-Assessment

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Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

Understanding a carrier's thought processes regarding risk is not always straightforward. However, it's important to make an effort to understand areas of practice (AOPs) from a carrier's perspective.

In this episode, we are shedding light on how a high claim frequency can impact a specific area of practice across the board, view high-severity AOPs through an underwriter's lens, and explore how attorneys should think about their areas of practice.

More Resources:

Lawyers Professional Liability eBooks

Tailored Business Insurance Portfolio

Cyber Liability Self-Assessment

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Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

It is not uncommon for disgruntled clients of attorneys to list everyone in the building in a lawsuit. If you share office space with another attorney or law firm, you are susceptible to the same fate… Dealing with a lawsuit.

In this episode, we discuss the challenges of shared office space, how the IRS can cramp your style, and how shared office space is relevant to professional liability insurance carriers.

More Resources:

Listen to last week's episode on reducing exposure and responding to a suit.

Tailored Business Insurance Portfolio

Cyber Liability Self-Assessment

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Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

Sharing office space with other attorneys can lead to unexpected complications and problems, which can result in your name being mentioned in a lawsuit unrelated to your legal services.

Office sharing is common, and many attorneys make it work. Which is why today, we're going over some tips to reduce your legal exposure.

Like most matters, focus on reducing risk and exposure. Your vigilance is necessary to protect your practice.

More Resources:

Lawyers Professional Liability eBooks

Suggested Documentation Best Practices

Email Disclaimer Worksheet

Download the Client Relations Checklist

Tailored Business Insurance Portfolio

Cyber Liability Self-Assessment

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Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

According to the Washington Post, "Lawyers outranked other professionals on a 'loneliness scale in a survey of more than 1,600 workers". When you start your own law practice, this sense of isolation increases. Maintaining collegiality is challenging, but possible. In this episode, we're going to explore a couple of ways solo practitioners and small law firm lawyers can overcome social and professional isolation. Including an important and often missed one on allies. 

More Resources:

Task Evaluation for an Efficient Law Practice

Tailored Business Insurance Portfolio

Business Plan Guide for Growing Law Firms

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Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

You made it through law school, worked hard to start your practice, and strive to grow your firm… Now what?

You protect it all as you build it to be all you've imagined.

In today's episode, we are going over 7 quick tips to help you protect the law practice you've worked so hard to start and strive to grow. From the initial consultation with a potential client to the way you run your business, these tips will help you design a plan to safeguard your law practice and legal career.

More Resources:

Business Plan Guide for Growing Law Firms

Task Evaluation for an Efficient Law Practice

Getting Them in the Door – 12 Marketing Ideas

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Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

Tracking sales may seem like a simple process, but what you don’t know may be holding you back.

As Edward Deming once said, "If you don't know how to ask the right questions, you discover nothing."

We want to make sure you are asking the right questions so that you can uncover what your law firm is missing and take action to improve it. This episode of the Lawyers MBA Series is designed to help you map out the basics of tracking sales and keep a pulse on what is going on in your organization. We will show you how to bring new concepts and ideas to life and build a business model that works for your organization (even when you are out of the office!) using simple, easy-to-track sales metrics.

YouTube Video to see RJon's metric board and his paperclip demonstration: https://youtu.be/wT-QlyuB9Y0?si=uOMU4ubsR0P5xCOJ 

More Resources:

Business Plan Guide for Growing Law Firms

Task Evaluation for an Efficient Law Practice

Getting Them in the Door – 12 Marketing Ideas

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Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

Navigating success is a forever-adapting formula. However, there are foundational cornerstones to help you maintain a clear roadmap no matter the outside forces.

In Part 01 last week, we went over the importance of goal setting and reflection.

Today we are covering our final three tips for law firm success: leveraging data and metrics, adapting to market trends, and empowering your team.

If you would like a checklist and guide of these five tips, let us know in the comments, and we'll create one for you!

More Resources:

Business Plan Guide for Growing Law Firms

Task Evaluation for an Efficient Law Practice

Tailored Business Insurance Portfolio

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Sign up for email reminders so you catch every episode.

Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

Navigating success is a forever-adapting formula. However, there are foundational cornerstones to help you maintain a clear roadmap no matter the outside forces.

This is Part 01 in a two-part episode where we will go over 5 strategies to keep in your law firm playbook. 

Today we dive into reflection and goal setting. Setting Goals is a dreaded task for some, but it's crucial for every business. This does not exclude law firms. Reflecting on the previous year, setting quality goals, and designing a path for the upcoming year is what planning for success looks like. It's time-consuming, but if done well and consistently, this time can come back to you ten-fold.

More Resources:

Business Plan Guide for Growing Law Firms

Task Evaluation for an Efficient Law Practice

Tailored Business Insurance Portfolio

════════════════════

Sign up for email reminders so you catch every episode.

Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

Lawyers get a bad rap, and the legal system's nature makes it challenging for law firms to improve customer satisfaction scores.

According to the American Bar Association (ABA), the challenge to making sure all clients are fully informed is so considerable that the number one complaint received by every state bar is that the lawyer didn’t keep the client fully apprised of their matter. This highlights just how many firms struggle with client communication.

More Resources:

Suggested Documentation Best Practices

Email Disclaimer Worksheet

Task Evaluation for an Efficient Law Practice

Getting Them in the Door – 12 Marketing Ideas

Tailored Business Insurance Portfolio

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Sign up for email reminders so you catch every episode.

Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead