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Solo & Small Firm Lawyers: Clients
Executor's Insurance
How to use new media to access old media
We hear a lot of talk these days about the death of “old media” like TV and newspapers and the unstoppable rise of “new media” in its place.
Make it happen
Client relationship management is important. But CRM programs often end up running out of steam.
Own the Clock
Top 10 time management tips, from lawyers, for lawyers.
The 21st-century law firm
More small firms are starting up today with a whole new set of assumptions about how a law practice should operate.
How to Win Referrals From Other Lawyers
Despite significant changes in the legal landscape over the past decade, most lawyers still get the bulk of their new clients via referrals from other lawyers.
The Rocky Road to Succession Planning
What happens to a small law practice when it’s time to retire? Sole practitioners and small firm lawyers are discovering it isn’t always easy to find someone to carry on the business.
A Little Something in Writing to Remember It By
Hand-holders are tangible symbols of the help that’s being given, of the work that has been and will be done on the client’s behalf, work for which the client is grateful each time the hand-holder is read.
Doing Well By Doing Good (.pdf)
Many of us have experience being a mentor or a mentee in an informal or casual way. We talk to a colleague to gain perspective on a file, or to ask for guidance. The CBA mentorship program is a more formal type of mentoring relationship designed to support pro bono legal work.
An Office Can Be Virtual, but Client Service Can’t
 The combination of painful recession, advancing technology and lawyer “quality of life” expectations have created a growing trend favoring one form of overhead reduction: conducting a legal practice primarily through the Internet...
Pleased to Meet You: The New "Know Your Client" Regime
 Feeling that you haven’t been as familiar with your clients as you could be? Not to worry – you’re about to get to know them a whole lot better. Client identification and verification requirements are now in force in nearly every jurisdiction in Canada. Here's what you need to know...
Law Firms Build Business through Client Teams and Interviews
Keeping clients and expanding your business with them largely depends understanding their needs. To glean this depth of knowledge requires asking the right questions to the right people, and responding in kind with organized and motivated troops. Simply put, we’re talking about client interviews and client teams.
Great Expectations: A lawyer-client handbook (.pdf)
This booklet was produced by the CBA, with sponsorship from the CBIA, to help lawyers and clients better understand each other’s needs.
Clients 2.0: Collaboration Creates Enduring Relationships
The participatory concept behind “Web 2.0” can be applied to virtually anything in the lawyer’s practice, including the most basic element of all—the relationship with the client. Collaboration is synonymous with the 2.0 client relationship, and it’s the best way for any lawyer or law firm to thrive.
30 Best Practices: Strategies for Law Firm Management (.pdf)
This handbook provides tips and suggestions for how to improve your firm in four key areas: marketing, client care, office management and financial management.
7 Key to Great Client Service (.pdf)
This handbook is designed to help CBA members across the country improve the crucial lawyer-client relationship.
Top Five High-Profile Trial Blunders and How to Avoid Them in Your Own Practice
Litigation is challenging. High-profile litigation is doubly challenging. In this article, trial and technology consultant Ted Brooks draws on his experience in several high-profile trials to share the top five problems that can arise and steps you can take to prevent them from negatively impacting your own cases.
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