Checklist for a Successful Solo Practice (Recorded)

Hanging a shingle and reaping the rewards

The solo practitioner has endless things to figure out and juggle each and every day. By being very intentional and strategic, the solo attorney can set up and run a client-centered solo practice that is both efficient and profitable.

Every solo attorney wears multiple hats, balancing both legal and business roles to build and sustain a practice. This path requires resilience, self-discipline, and the ability to navigate varied tasks from client acquisition and case management to financial planning and ethical compliance. Without the support of a larger firm, solo attorneys must develop strong time management skills and leverage technology effectively to stay competitive. Despite the challenges, solo practice offers unique rewards, including greater flexibility, autonomy in decision-making, and the ability to shape a practice that aligns with personal values and professional goals.

The program starts off by looking at your mindset and the importance of a strong foundation when defining your practice. We discuss office setup and technology and financial management and billing. You want the right tools and best practices for invoicing when you get started. We look at marketing and growing your firm. Finally, we look at client communication and the importance of work-life balance.