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Showing posts from October, 2025

Keeping Up With Technology

Over the past 50 years, the legal profession has witnessed technological advances that include artificial intelligence, cloud computing, digital assistants, personal computers, smartphones, and wireless connectivity. Legal technology can attract clients, manage billing, and perform routine tasks. The ABA recognized the importance of technology in 2012 by amending the Model Rules of Professional Conduct to require lawyers to stay technologically competent. The rules also require lawyers to be alert to the benefits and risks associated with technology. Following are tips for maintaining technological competence and resources for implementing them at your firm. Tips Audit – take a technology assessment to identify areas for improvement. Attitude – stay alert to technological changes that can improve practices and profits. Community – join bar committees and user communities to improve skills and solve problems. Consultant – consult a tech loving co-worker, friend, or IT pr...

Planning Client Estates

Clients become more aware of their mortality as they age. Lawyers can take advantage of this heightened sense of mortality by reminding clients to create or update estate plans. The benefits of an estate practice include appreciative clients, easy referrals, growing demand, and a harmonious work-life balance. Use the following tips and resources to start an estate practice or expand an existing one.   Competing for Clients Attract clients by networking with accountants, insurance professionals, and wealth planners. Communicate your availability by writing articles for local newspapers and making presentations to clubs, religious groups, and other organizations. Add content to your website explaining how your services fit the estate planning needs of clients. Consider focusing on an affinity group like elderly, young parents, or veterans.   Developing Forms Develop a forms library using print and online sources. Use Microsoft 365, Google G Suite, or drafting software to au...