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How Solid Workflows Can Save Your Solo Practice from Chaos | First Flight #9

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Manage episode 515183621 series 87928
Content provided by Legal Talk Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Legal Talk Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Starting your solo firm means building good habits from day one and that begins with your intake process. In this episode of New Solo: First Flight, host Adriana Linares revisits her conversation with Chad Burton, co-founder of Modern Law Practice and CEO of CuroLegal, about how thoughtful workflows create better client relationships and fewer headaches.

From conflict checks and engagement letters to managing matters in Clio and working with virtual assistants, Chad shares how documenting your processes can help your firm grow smoothly and ethically. Plus, Adriana Linares and Rio Laine from ALPS Insurance break down why consistent intake procedures and clear engagement letters are key to avoiding malpractice claims and protecting your peace of mind.

Hear the original episode with Chad Burton

Learn more about ALPS Insurance.

Receive email notifications every time we release a new episode.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

2932 episodes

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iconShare
 
Manage episode 515183621 series 87928
Content provided by Legal Talk Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Legal Talk Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Starting your solo firm means building good habits from day one and that begins with your intake process. In this episode of New Solo: First Flight, host Adriana Linares revisits her conversation with Chad Burton, co-founder of Modern Law Practice and CEO of CuroLegal, about how thoughtful workflows create better client relationships and fewer headaches.

From conflict checks and engagement letters to managing matters in Clio and working with virtual assistants, Chad shares how documenting your processes can help your firm grow smoothly and ethically. Plus, Adriana Linares and Rio Laine from ALPS Insurance break down why consistent intake procedures and clear engagement letters are key to avoiding malpractice claims and protecting your peace of mind.

Hear the original episode with Chad Burton

Learn more about ALPS Insurance.

Receive email notifications every time we release a new episode.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

2932 episodes

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