Starting a practice can be daunting. Get the basics and answer key questions here, with our experienced speaker, Charity Anastasio, who has been advising lawyers on such matters for a decade. Answer questions such as:
- What are the “must haves” before taking clients?
- How do I choose the right technology?
- How to start on a shoestring budget?
- Deciding between a physical and virtual office
- How to actually enjoy it?
- Introduction
- What are the “must haves” before taking clients?
- How do I choose the right technology?
- How to start on a shoestring budget?
- Deciding between physical and virtual office
- How to actually enjoy it?
- Choosing a Business Entity
- Sole Proprietorship
- (Professional) LLP
- (Professional) LLC
- S-Corp
- C-Corp
- Insurance
- Professional liability
- Office
- Health
- Cybersecurity
- Bank Accounts
- Operating accounts
- Trust accounts
- What is your money and what isn’t
- Marketing
- Business cards
- Website
- Hardware
- Laptop
- Phone
- Scanner
- Printer
- Online fax service?
- “Software”
- Practice management
- Accounting
- Microsoft Office
- Adobe Acrobat/PDF manipulator
- Applications
- Generative artificial intelligence
- Cybersecurity Measures
- Storage and backup
- Encryption
- Training
- Insurance
- Legal Research, Forms, and Templates
- Fee agreement
- Common deliverables
- Form decision letter
- Disengagement/nonengagement letter
- Closing letter
- Other common documents
- Policies and Procedures
- What are the rules of the firm?
- How do you do the work?
- Connection, Leadership Skills, and Hiring for Your Weaknesses
- Physical v. Virtual Offices
- Idea
- Budget
- Client base
- Home office
- Growth plans
- Your personality
- Questions & Answers
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Status: Approved
Credits: 1.0 General
Status: Approved
Credits: 1.0 General
Difficulty: All Levels
Status: Approved
Credits: 1.0 General
Status: Pending
Credits: TBD
This presentation is approved for one hour of General CLE credit in California, South Carolina (all levels), and North Carolina. An application for accreditation of this activity has been submitted to the MCLE Committee of the State Bar of Texas and is pending.
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The American Immigration Lawyers Association
Charity Anastasio is Practice and Ethics Counsel for the American Immigration Lawyers Association’s Practice and Professionalism Center in Washington D.C. She received her JD from Seattle University School of Law in 2007 and opened a solo practice in 2008 focusing on estate planning, probate, and family law. In 2013 she joined the Washington State Bar Association’s Law Office Management Assistance Program. In 2015 she became the Director of Profession and Practice Advancement at the Maryland State Bar Association, where she oversaw Law Office Management Assistance and member benefits for a year and a half. In 2017 she joined AILA. Charity advises members on ethics and practice management issues through one-on-one consultations, publications, and presentations, and collaborates with several committees and interest groups. She is a member of the ABA Law Practice Division, was named an ABA 2020 Women in Legal Tech Honoree, and a 2024 V|Lex/Fastcase 50. Read More ›