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Chapter 1 - Keys to Developing a Practice: Tips from the Field

Checklist 1.1 - Best and Worst Advice Received by Surveyed Sole Practitioners

Chapter 2 - Initial Steps

Checklist 2.1 - Information to Obtain About Law Practice Competitors

Checklist 2.2 - Considerations in Selecting a Law Practice Office Location

Checklist 2.3 - Tips on Lawyers’ Professional Liability (Malpractice) Insurance

Exhibit 2A - Sample Business Plan

Exhibit 2B - Choice of Entity Spreadsheet

Exhibit 2C - Budgeting Spreadsheet

Chapter 3 - Fees and Billing

Exhibit 3A - Sample Consultation Agreement

Exhibit 3B - Sample Flat-Fee Agreement

Exhibit 3C - Sample Recovery Breakdown Letter

Exhibit 3D - Sample Contingency Fee Agreement

Exhibit 3E - Sample Clause on Use of Internet Cloud Storage Devices

Exhibit 3F - Sample Destruction of Documents Clause

Exhibit 3G - Sample Nonengagement Letter

Exhibit 3H - Sample Disengagement Letter

Exhibit 3I - Simple Client Ledger for Tracking Individual Client Funds

Exhibit 3J - Sample Ledger

Exhibit 3K - Sample Check Register

Chapter 4 - Bookkeeping and Accounting

Checklist 4.1 - Procedures for Maintaining Accounting and Cash Controls

Exhibit 4A - Client Funds Manual 2018

Exhibit 4B - Income Statement

Exhibit 4C - Balance Sheet

Exhibit 4D - Cash Flow

Exhibit 4E - Aged Accounts Receivable Report

Exhibit 4F - Billable Hours Report

Chapter 5 - Developing Your Brand for Integrated Marketing

Chapter 6 - Client Development and Networking

Checklist 6.1 - Questions to Be Asked When Disengaging from a Representation

Checklist 6.2 - Tips for Attending a Networking Event

Checklist 6.3 - Ten Tips for Success at Networking Events

Exhibit 6A - Sample Marketing Research Plan Template

Exhibit 6B - Sample Business Plan Template

Exhibit 6C - Trends Exercise

Exhibit 6D - Age of the Customer

Exhibit 6E - Content Creation Exercise

Exhibit 6F - EQ Self-Assessment

Exhibit 6G - Alignment of Brand Assets with Projected Image

Exhibit 6H - Author’s Network Map

Exhibit 6I - Summary of Relationships

Exhibit 6J - Assessment of Relationships

Exhibit 6K - Self-Evaluation Quiz

Chapter 7 - Online Directories and Reviews

Chapter 8 - Website Design and Development

Checklist 8.1 - Key Steps to Take in Setting Up a Website

Chapter 9 - Social Media

Exhibit 9A - Length of Post

Exhibit 9B - Control Over Content

Exhibit 9C - Promoting Conversation

Exhibit 9D - Sample Hootsuite Page

Exhibit 9E - Planning for the Use of Social Media

Chapter 10 - Managing Client Relationships

Checklist 10.1 - Red Flags in Evaluating Potential Clients

Exhibit 10A - Sample Conflicts Check Form

Chapter 11 - Ongoing Operations

Checklist 11.1 - Steps to Follow When Giving Feedback to Law Firm Employees

Chapter 12 - Research and Training

Chapter 13 - Data Security

Exhibit 13A - Sample Language for Consent to Use Cloud Computing

Chapter 14 - Personal Challenges and Resources

Checklist 14.1 - Resources for Close Support, Business, and Personal Support Networks

Chapter 15 - Exit Planning

Exhibit 15A - Informed Consent to Disclosure of Client Information to Prospective Successor Counsel