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On Demand

Solo Practitioner & Small Firm Institute

Total Credits: 6.5 CLE, 5.75 Ethics

Average Rating:
Law Practice Management & Technology
Original Program Date:
Sep 14, 2022


It takes a lot to make a solo or small firm successful – it’s not just the practice of law. This program provides practical information designed to help start or improve your firm. Topics covered in this program are:
• Law Firm Accounting Basics
• Malpractice and Cyberliability Insurance
• Business Formation & Entities
• Succession Planning
• Standard and Alternative Representation Agreements
• Law Firm Marketing
• Data Breaches and Responses
• Stress and the Solo Practitioner
• Remote Work/ Virtual Offices
Bradley Perry, Lawyer Assistance Programs Director, State Bar of Arizona
Krista Duncan Black, TOPDOG Legal Marketing, LLC℠ 
Tracy Essig, Essig Law
David Estes, Estes & Madine PLLC
Beth Fitch, Righi Fitch Law Group
Nancy Greenlee, Attorney and Counselor at Law
May Lu, Tiffany & Bosco, P.A.
Pat Sallen, Ethics at Law PLLC
John Wittwer, The Cavanagh Law Firm P.A.




Overall:      4.3

Total Reviews: 19


Jonathan G

"Good materials and presentation"

Chang-Soon S

"As usual presenters were at their best."

John T

"The Sound was a bit off from the people speaking. The words did not match their mouth movements"

Hugo L

"Lots of useful information. Everything was very well explained."

Jeffrey L

"The video and audio were not sync'd and the video would often lose focus. Hard to watch."

David P

"Great presentation and a boatload of ethics "

Jenine M

"wish the presentations were not just people speaking, so many different ways to present information. "

Scott M

"very relevant"

Andrew S

"Presenters were fine - the video constantly freezing and not recognizing being watched led to a 6.5 hour video taking 10 hours to complete. Ridiculously bad."

Katherine S

"Some of the terms used were clearly "industry terms." It would have been useful to get a quick overview of the topic before the presenters jumped into specifics. "