The rise of the global client has majorly impacted the brick and mortar law firm model. Fortunately, technology and virtual tools have enabled solo and small firm attorneys to work with and be accessible to remote clients. Learn how to streamline tasks and structure your firm to become indispensable to your clients.
2. About MyCase
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Web-Based Legal Practice Management Software
Built as a complete platform, MyCase offers features that
seamlessly cover all the daily functions that a modern, small
law firm requires in one place at an affordable price.
Just $39/month per attorney
$29/month per paralegal or staff
3. MyCase Websites
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Jumpstart your marketing
• Modern, professional design built for your firm
• Social media and blog integration
• Complete integration with MyCase
• Basic SEO
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5. About Our Presenter
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Priya Prakash Royal, Esq., LL.M.
‣ Managing Attorney at the Royal Law Firm PLLC
(est. 2009)
‣ Business, Trusts & Estates and, Tax Law
‣ Former IRS attorney (Estate and Gift)
‣ J.D. and LL.M. in Taxation from Villanova
University School of Law
‣ Enjoys using skills beyond law in legal practice to
serve clients more efficiently and expediently.
‣ Active in five jurisdictions (NY, NJ, PA, MD and
DC) and conversant in over four languages
6. Across Jurisdictions: Growing a
multijurisdictional practice
• Solo and Small Firm Attorneys: Expanding to a
multijurisdictional practice
• Ethics and barriers of entry
• Rules against the unauthorized practice of Law:
Example: Rule 49(a) D.C. Ct. of Appeals and ABA
Model Rule 8.5(a): ”A lawyer admitted to practice
in this jurisdiction is subject to the disciplinary
authority of this jurisdiction, regardless of where
the lawyer’s conduct occurs.”
7. Across Jurisdictions, Cont'd
• Focusing on practice areas instead of
jurisdictions
• Professional liability insurance coverage for
multijurisdictional practitioners
• Multijurisdictional transactional practice
• Multijurisdictional litigation practice
• Staying abreast on legal updates: Resources,
network and niches.
8. Poll: Multijurisdictional practice
Do you practice in multiple jurisdictions?
Yes. In three or fewer jurisdictions.
Yes. In more than three jurisdictions.
No, but my clients are located in multiple jurisdictions.
No, and my clients are locally situated.
None of the above apply to me.
9. A virtual but traditional office
• Law traditionally a local practice but changing – creates
opportunities for skilled attorneys with time and resource
limitations
• Face-to-face meetings across timezones: Videoconferencing
and the virtual office for global clients
• Use value added services to incorporate benefits of traditional
brick and mortar office into a flexible remote office model
Virtual Office Staffing, Document Management Systems,
Electronic Signature Tools, Modified Phone Systems, etc.
• Comply with Rules of Professional Conduct or Ethics in
serving clients virtually - Example: Formal Opinion 2014-2:
Use of a Virtual Law Office by New York Attorneys
10. Developing an expanded niche
practice
• Find the best areas of practice – individual considerations
• ABA Model Rules 7.1, 7.2 and 7.4: The rules against
“expertise” and advertising a niche practice
• Establish of counsel and co-counsel relationships. Ethical
issues.
• Of Counsel rules: ABA Formal Op. 330 (1972) and ABA
Formal Op. 90-357 (1990).
• Engagement letters and compensation agreements
• Insurance coverage issues
11. Poll Slide #2: Niche practice
Do you have a niche practice?
Yes. I practice in one area of law exclusively.
Yes. I focus on three or fewer practice areas.
Yes. I focus on more than three but closely related practice areas.
No. I have a general practice.
None of the above apply to me.
12. Managing the expanded niche
• Use relationships and resources in law and beyond to
serve the client’s needs.
• Process and Project Management in Legal Practice
Example: using charts (Microsoft Project) to set
timelines for a client seeking legal services in global
expansion.
• Staff on a project basis and consult with a process
management expert to determine resources, staff and
prioritization necessary at onset of representation.
Example: Business consultants to understand clients
needs and structure legal transactions better
13. Practice management cont’d
• Manage the “business of law.” Define the team.
• “SOW” – Statement of Work. A fundamental project
management principle.
• Develop a process management framework and use
it to add or reallocate resources (staff, tools, etc.) on a
case by case basis.
• Handout: Managing the Case as a Project:
Collaborations between Project Managers and
Attorneys – Jeremy D. Royal, PMP, MBA.
14. Marketing and Advertising
• Use social media effectively to advertise an expanded
niche practice
• ABA Formal Op. 466 (2014). Example: New York Rules of
Professional Conduct 1.1(a).
• Market in multiple jurisdictions without engaging in the
unauthorized practice of law
• Develop client and non-legal professional relationships to
expand presence
• Develop a socially responsible model for legal practice to
increase client satisfaction and abide by rules of
professional ethics.
15. Poll Slide #3: Litigation or
Transactional
Are you a transactional practitioner or a litigator?
Litigator
Transactional attorney
Both. About equally.
Both. Primarily a litigator
Both. Primarily a transactional attorney
16. Increasing ROR in a Virtual practice
• Collaborate with experienced attorneys and legal
professionals
• Retain staff on a project basis and provide virtual tools
for work. Use staff and technology for routine tasks.
• Develop law practice management goals based on
serving clients without time or location barriers instead of
reducing overhead.
• Focus on maximizing client services with the virtual
office and service model.
• Incorporate technological resources to provide direct
and personal communication with clients routinely
17. Get 10% Off Your First 6
Months of MyCase:
Promo Code:10GLO15
Contact Us
Priya Prakash Royal, Esq., LL.M.
Royal Law Firm PLLC
www.royalesq.com
Email: pproyal@royalesq.com
Phone: (800) 409-0211
MyCase
www.MyCase.com
support@mycase.com
800-571-8062