New Client Intake and Conflicts Control Checklist
Who runs the check, what gets recorded, and what belongs in the file. Free with email, no plan required.
Learn. Prepare. Protect.
Articles, checklists, and guides written for solo and small firms: trust accounting, intake and conflicts, billing, confidentiality, and the daily running of a practice.
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All notesWhat your malpractice carrier asks for after a claim, and what firms struggle to produce
After a claim is filed, the carrier asks for the file. What it is really asking is whether the firm can show that its decisions were documented while they were being made.
Missed deadlines are a systems problem, not a memory problem
A missed deadline is the most common malpractice claim against small firms, and almost never caused by carelessness. It is caused by a date that lived in one place, in one head, for too long.
Your AI drafting tool is now part of your confidentiality duty
The tool is part of how the work gets done, which puts it inside the confidentiality duty. What to approve, what review has to cover, and what goes in the file.
Storing client files in the cloud: what your bar expects from you
Cloud storage is not the exposure. Having nothing in writing to show what you checked before client data went into a system is. Here are the questions to answer, and the records to keep.
The trust account reconciliation checklist
The monthly three-way reconciliation is the record that keeps a posting error from becoming a personal liability. Here is how to run it, what to keep, and what bar auditors look for.
Law Firm Operational Risk in 2026: Why State Bars Are Cracking Down Now
Trust accounting violations, conflicts gaps, and confidentiality breaches are driving a wave of bar discipline. Most firms have the policies on paper but cannot evidence them in practice.