Law Practice Management

Master the Business of Law: How to Run a Lean and Successful Small Firm in a Competitive Market

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Idaho CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Utah CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
OnDemand
2 hours 53 minutes
Marlon Primes
T. Kevin Knight
Jenna Prosceno
Deborah Barbour
With Marlon A. Primes from Brennan, Manna & Diamond, LLC + 3 others
Recorded December 09, 2024
Product ID 99512

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Overview

Don't Just Survive in Legal Practice - Thrive in It!

Stayinbg competitive as a solo or small firm practitioner is about more than just legal brilliance - you have to become a savvy business owner. Does your business plan rely on the right financial indicators? Are your staffing practices current and prudent? Do you have the most current and cost-effective tech tools to compete? This intensive course equips you with the tools and tactics you need to fuel your practice at any stage: from brand new shingle to nearing retirement. Build your business skills - register today!

  • Learn to set fees that ensure your expertise is valued and your firm flourishes.
  • Optimize your firm's financial health and plan for the future.
  • Adopt hiring and onboarding tactics that build a high-performing team.
  • Leverage new tech tools specifically tailored to solo and small firm needs.
  • Use simple networking and branding tactics to attract a steady stream of ideal clients.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. Getting Paid: Fees, Billing, and Collections
  2. Staffing Best Practices
  3. Focus on Profitability: Financial Planning and Reporting for Small Firms
  4. Tech Tool Tips for Solos and Small Firms: Brand New and Tried-and-True
  5. Networking, Branding, and Social Media

Related Topics

Product ID 99512

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Idaho CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Utah CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Getting Paid: Fees, Billing, and Collections

    1. Setting a Profitable and Competitive Rate/Fee Structure
    2. Billing and Invoicing Practices and Business Rules
    3. Automating Processes
    4. Rethinking Collection Practices

  2. Staffing Best Practices

    1. Analyzing Your Staffing Needs: Peak Times, Expertise Needed
    2. Hiring, Onboarding, and Performance Evaluations
    3. Attorney and Staff Compensation Structures and Benefits
    4. Handling Common HR Issues Without an HR Department
    5. Automation and Outsourcing Options

  3. Focus on Profitability: Financial Planning and Reporting for Small Firms

    1. Year-End Law Firm Accounting Checklist: Reconciling Trust Accounts, Analyzing Financial Performance Indicators, etc.
    2. Budgeting, Identifying Needs and Priorities
    3. Managing Expenses and Cash Flow
    4. Tax Planning and Reporting: Deduction Tips and Traps
    5. Remote Work and Other Savings Opportunities
    6. Annual Review of Firm Contracts: Leases, Tech Vendors, Subscriptions, etc.
    7. Creating and Updating an Exit/Succession Plan

  4. Tech Tool Tips for Solos and Small Firms: Brand New and Tried-and-True

  5. Networking, Branding, and Social Media

    1. Target Your Networking: CLE, Legal Associations, Local Organizations, Community Involvement, and More
    2. Pursuing New Client Opportunities: Identifying Needs and Niches
    3. Assessing and Growing Your Referral Network
    4. Legal Branding and Rebranding
    5. Using Social Media to Grow Your Client Base
    6. Social Media Policies for Admin Staff and Firm Accounts
    7. Optimizing Google My Business Listings
    8. Is Paid Legal Advertising for You?

Who Should Attend

This program is designed for attorneys. Firm administrators and paralegals may also benefit.

Speakers

Marlon A Primes
Marlon A.
Primes
Brennan, Manna & Diamond, LLC
T. Kevin Knight
T. Kevin
Knight
DSK Law
Jenna M Prosceno
Jenna M.
Prosceno
Brockstedt Mandalas Federico LLC
Deborah Barbour
Deborah
Barbour
McManis Faulkner
Speaker bio
Marlon A Primes

Marlon A. Primes

Brennan, Manna & Diamond, LLC
Marlon Primes

is a partner in the Cleveland office of Brennan, Manna & Diamond, LLC. He is a distinguished former assistant U.S. attorney for the Northern District of Ohio, with over 30 years of experience. Mr. Primes has transitioned to serve as co-chair of BMD's business and tort litigation practice, and represents companies across the U.S. in high-stakes litigation. He has handled a wide variety of complex civil litigation in state, federal and appellate courts, including jury trials and appellate actions. Mr. Primes earned his B.S. degree from Ohio University and his J.D. degree from Georgetown University Law Center.

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Speaker bio
T. Kevin Knight

T. Kevin Knight

DSK Law
T. Kevin Knight

is a partner in the law offices of DSK Law. He is board-certified as a trial lawyer by both The Florida Bar and the National Board of Trial Advocacy. Over the course of his practice, Mr. Knight has generally focused on personal injury litigation. He earned his B.S.B.A. degree, summa cum laude, from the University of Central Florida; and his J.D. degree from Stetson University College of Law.

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Speaker bio
Jenna M Prosceno

Jenna M. Prosceno

Brockstedt Mandalas Federico LLC
Jenna Prosceno

is a civil litigation paralegal at Baird Mandalas Brockstedt & Federico, LLC. With nearly 20 years of experience in personal injury litigation, she now concentrates on contract and construction law on a litigation team with a general practice firm. Ms. Prosceno has a background in law firm start-up organization and in law firm administration. She has also handled all aspects of personal injury cases from the initial client contract, through and including trial preparation and participation. Ms. Prosceno's case management experience includes client and witness interviews, medical research, legal and factual research, as well as coordinating document production for trial. She is a graduate of Delaware Technical and Community College and the University of Delaware.

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Speaker bio
Deborah Barbour

Deborah Barbour

McManis Faulkner
Deborah Barbour

is a paralegal at McManis Faulkner, where she has focused her practice on family area. She earned her A.S. degree in paralegal studies and paralegal certificate from Humphreys College of Law.

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