Top Tech Tools for Solo Attorneys

“Solo” may be part of the title when you’re starting your own solo legal career, but that doesn’t mean you have to go it alone. In this episode of New Solo, host Adriana Linares talks to JoAnn Holmes about the resources she uses to make her solo law firm successful. Some of these resources include communication tools and automation software. She also shares advice for fellow new solos about allocating resources and not working alone. JoAnn Holmes is the founder of HOLMES@LAW and a business, tech, and intellectual property attorney.

Running Your Firm with Microsoft

Microsoft products assist lawyers daily in document review and communication. In this episode of New Solo, host Adriana Linares talks to Ben Schorr, senior content developer at Microsoft, about the different tools Microsoft provides and how they lend themselves to a successful law firm. Their conversation includes Microsoft Office 365, OneDrive, and Outlook. They also discuss resources you can use to learn even more about Microsoft products. Ben Schorr is a Senior Content Developer at Microsoft. He was a Microsoft MVP for more than 19 years and involved with management and technology for more than 25. Special thanks to our sponsors, Clio, Answer1, PerfectIt, and Unbundled Attorney

Treat Your Solo Practice as a Small Business (Because it is)

Law schools are gradually catching on, but not a lot of lawyers emerge from law school ready to start their own business, which is what starting a practice is. In this episode of New Solo, host Adriana Linares talks to Matthew Moeller, owner of the Moeller Firm, about how he started his practice, what technology he’s using, and how his business experience has helped him. He also talks about the upsides and downsides of a shared office space and why he ended up moving to his own suite. Matthew Moeller is the owner of the Moeller Firm LLC where he represents shipyards, vessel owners and operators, contractors, and other maritime businesses.

Diving Into Solo Practice Part 2: More Advice from Experts

Taking the plunge into solo practice can be intimidating. Maybe even downright terrifying. But it doesn’t have to be. This is part 2 of the New Solo episode in which host Adriana Linares talks to Rose-Ellen Fairgrieve, Tony Chiosso, and Albert Thuesen about their experiences running their own solo law firms and advice for those thinking about doing the same. Their tips and tricks range from scanners they use in the office to marketing techniques and social media. Whether you are looking for experience with video conferencing software or finding a solo community, these experts have you covered. Rose-Ellen Fairgrieve has been a practicing attorney in the public and private sector for nearly 20 years. She has owned Fairgrieve Law since 2013. Albert Thuesen is the principal of Coit Law Group (CLG), founded in 2014 in San Francisco. CLG is a full service civil practice, focusing on handling litigation claims on behalf of individuals, families, and local business clientele. Tony Chiosso recently started his own firm, Chiosso Law. He has represented clients in a variety of transactional, consulting and litigation matters throughout his career. Special thanks to our sponsors, Clio, Answer1, PerfectIt, and Unbundled Attorney.

Diving Into Solo Practice: Advice from the Experts

Nothing encourages the jump into starting a solo practice than the advice of those who have already done it. In this episode of New Solo, host Adriana Linares talks to Rose-Ellen Fairgrieve, Tony Chiosso, and Albert Thuesen at the Bar Association of San Francisco’s first annual Solo and Small Firm Conference. Together they discuss their own solo experiences, focusing on how they started and what it took to grow as a firm. They also talk about the tech they use, like Google Voice, GoDaddy, and Ruby Receptionists, and the importance of researching these products that could save you time and money. Rose-Ellen Fairgrieve has been a practicing attorney in the public and private sector for nearly 20 years. She has owned Fairgrieve Law since 2013. Albert Thuesen is the principal of Coit Law Group (CLG), founded in 2014 in San Francisco. CLG is a full service civil practice, focusing on handling litigation claims on behalf of individuals, families, and local business clientele. Tony Chiosso recently started his own firm, Chiosso Law. He has represented clients in a variety of transactional, consulting and litigation matters throughout his career. Special thanks to our sponsors, Clio, Answer1, PerfectIt, and Unbundled Attorney.

The Benefits of Unbundling Legal Services

The market is changing for law firms. A majority of clients cannot afford full representation as it traditionally functions. Recently, attorneys have been adjusting or “unbundling” their services to make them more affordable, a process also known as limited scope representation. In this episode of New Solo, host Adriana Linares discusses unbundled legal services with Dave Aarons, CEO of Unbundled Attorney, a company that works with attorneys who offer these types of services. In their discussion, Adriana and Dave cover what unbundled legal services are, whether they are accepted by courts everywhere, and the ideal logistics behind law firms that offer these services. They also raise the subject of lowering initial retainer prices and adopting a pay-as-you-go system. The thought is, communicating affordable options to potential clients could be what keeps your clients from walking away from full representation. Dave Aarons is the co-founder and CEO of Unbundled Attorney, a lead generation company that works exclusively with attorneys that offer unbundled legal services, also known as limited scope or discrete task representation. Special thanks to our sponsors, Solo Practice University, Clio, Answer1, and PerfectIt.

Implementing Alternative Billing in your Law Practice

In this episode of New Solo, host Adriana Linares talks with Vandenack Weaver LLC founder Mary Vandenack about lawyers using alternative billing models. Mary defines alternative billing as any way of charging for a law firm’s services that isn’t the billable hour and talks about her experiences breaking away from a large firm and starting her own. She shares an interaction with a client that led her to consider alternative fees and explains that a common fear among lawyers when discussing alternative billing is under charging for your services. Mary advises attorneys to analyze their process, break those methods down into pieces, and to then price those pieces accordingly. She provides examples of different styles of alternative billing and closes the interview with an analysis of their pros and cons.