More from the articles
Practical writing on practice management, billing, client experience, hiring, and legal technology.
Retainer Replenishment Without the Awkward Email
A practical checklist for topping up retainers on a steady cadence, so the ask reads as routine housekeeping instead of a nervous plea for money.
Templates and Automation Without Losing Control
A practice manager on getting the speed of document automation while keeping a human check on every clause that leaves the firm.
Bringing a Foreign Practice Area into Canadian Law
Your expertise in a specific area of law is portable, but the transfer requires deliberate work. Here is what transfers easily, what does not, and how to close the gap.
Writing an Articling Application That Stands Out
Most articling applications look alike. Here is how to write one that gives a hiring committee a real reason to call you in for an interview.
A Smooth First Login: Onboarding Clients to Your Portal
The client portal only helps if clients actually use it. Here is how to get them past a nervous first login so it becomes their habit.
Getting Full Financial Disclosure Without a Fight
Financial disclosure should be mandatory and simple. In practice it generates more conflict than almost anything else on a family file. Here is how to prevent the fight before it starts.
Trust accounting without the month-end dread
Trust rules are strict, but the daily habits that keep you compliant are simple. Here is how to make reconciliation a non-event.
Fee Agreements That Head Off the Fight
A billing practice advisor on the exact engagement letter clauses that stop fee fights before they start, from scope creep to disbursements and flat fees.
Culture Is What Your Small Firm Does on a Wednesday
Culture at a five-person firm is not a values poster. It is the ordinary daily habits that decide whether your best people stay.
Turn Your Precedents Into a Knowledge Library People Actually Use
Most firms have a folder of old documents nobody trusts. Here is how to turn that pile into a searchable, owned, current precedent library your whole team relies on.
Your Conflict Check Probably Has Gaps
Most small-firm conflict checks are single-name searches that miss the parties who matter. Here is what a genuinely protective process looks like instead.
Stop Entering the Same Data Twice: Cutting Rework at the Source
Duplicate data entry quietly drains small Canadian firms. Here is where it hides, what it really costs, and how connected systems finally close the gap.