How-To Guides

A skeptical, practical guide to AI tools for attorneys at 1-20 attorney firms — covering legal research AI, document drafting, practice management AI features, and what to watch out for before adopting any of it.

A practical guide to attorney billing increments — what the 0.1-hour standard means, how rounding conventions affect client invoices, how the standard developed, and what ethical rules apply to billing increments.

A practical guide to law firm marketing for solo practitioners and small firms. Covers Google presence, referral networks, intake processes, Local Services Ads, and what to skip.

A practical checklist for attorneys starting a solo practice or small law firm. Covers business entity selection, bar requirements, malpractice insurance, IOLTA trust accounts, and practice management software setup.

A step-by-step guide for small law firm partners evaluating practice management software. Covers must-have features, IOLTA compliance, pricing models, and migration planning.

A step-by-step guide to running conflict checks at a small law firm. Covers party identification, database searching, related-party analysis, documentation, and automated screening.

A practical guide to transitioning your law firm from paper to digital. Covers process audits, tool selection, document scanning, workflow design, team training, and compliance considerations.

A practical guide to managing a solo or small law firm — covering matter management, billable time tracking, trust accounting, court deadline systems, and client intake. Written for 1-20 attorney practices.

Step-by-step instructions for opening and configuring an IOLTA trust account at your law firm. Covers state requirements, bank selection, three-way reconciliation, and compliance automation.

A practical guide to tracking billable hours accurately and consistently. Covers methods, tools, daily habits, and billing workflows for solo attorneys and small firms.