Readers Write About Client Experiences – Good and Bad
Responses from readers provide insight to client relations and office management. Read More +
The Secret to Making Your Practice Bloom
Tips for a better client client experience Read More +
Understanding Important Cyber Security Issues
How well do you understand your data security? If you’re confused by all the issues needing to be addressed, you’re not alone. Recent events at Sony Entertainment show that anyone is vulnerable if they don’t keep their systems updated. Credit card data theft at large stores such as Target and… Read More +
Frauds and Scams that Target Lawyer Trust Accounts
The State Bar continues to receive reports of frauds and scams on lawyer trust accounts resulting in six-figure losses. The three major types of scams are 1) Email initiated counterfeit bank checks 2) Forged trust account checks, and 3) Compromised wire instructions. The following is a brief s… Read More +
Do You Have Bugs Bunny For a Client?
Bugs Bunny might be one of the most popular cartoon characters of all time, but you wouldn’t want him as a client. He’s a cocky, brash, know-it-all. He has an annoying habit of showing up at inopportune moments without an appointment. He’s addicted to carrots. Worst of all, he doesn’t … Read More +
Real Estate Attorneys Take Note: Funds Transfer Fraud or Social Engineering Fraud?
Coverage options to protect your firm from fraudulent acts.. Read More +
Trust Account Basics: Tips for Keeping Your Records in Top Shape
Answers to questions that will help your trust account records pass to a NC State Bar audit. Read More +
Does Praise Really Work?
Tips for using praise to enhance employee morale and engagement. Read More +
“Of Counsel” Relationships Properly Understood
Information for properly designating "Of Counsel" relationships. Read More +
CFPB Update, Well We Wish
The most recent information regarding the CFPB changes for real estate attorneys. Read More +
Who is Required to Buy Workers’ Compensation Insurance?
Answers for Workers Compensation coverage questions. Read More +
Keeping Your Passwords Strong and Secure
Computer passwords are the keys that “unlock” our computer and network systems. We all have more passwords than we can remember. This tends to make us a bit lazy. We use obvious and easy-to-remember passwords – even the word “password” itself. Or worse: we don’t use them at a… Read More +
Emergency Planning – Thinking About the Unthinkable
In the spring of 2012, Raleigh attorney Alan Barnes[1] was at the top of his game. He was 58 and had spent years building a thriving practice. His work included trusts and estates, general business, and real estate matters. In a moment, everything stopped when Alan suffered a massive stroke. … Read More +
A 5 Item List to Check Twice- Getting Your Firm’s Security Plan Off the Naughty List
5 steps to improve office security Read More +
How to Perform a Quarterly Trust Reconciliation
Steps to properly manage the State Bar's quarterly trust account reconciliation Read More +
The Top 15 Things You Can Do to Avoid a Malpractice Claim – Part 2
A continuation of tips from our October issue. Read More +
Electronic Records Retention and Destruction
Managing the storage and destruction of electronic client files. Read More +
The Mileage Guide for Attorneys
Information for properly assessing mileage for tax purposes Read More +
The Top 15 Things You Can Do to Avoid a Malpractice Claim - Part 1
Proactive steps you can take to avoid a malpractice claim Read More +
20 Questions for Your Trust Account
Checklist questionnaire to help improve management of your trust account Read More +
