Learning Center


It's Not as Good as It Looks

What looks like easy money is often a trap. A form of fraud is hitting lawyers. Download this guide on how to identify and avoid email wire fraud scams.
Download the Guide

Avoid This Unwanted Headache

A forced action can turn costly. Consider Newtonian physics before suing a deadbeat client for non-payment. Download this guide to learn how to build your plan for maximum pay with minimal headaches.

Download the Guide

Email Wire Fraud Scams

Wire fraud is on the rise. And it’s starting to impact lawyers. And worse, it’s impacting lawyers’ clients. Download this guide to understand your risk and how to create strategies of protection.
Download the Guide

Email Disclaimer Worksheet

Companies can use a number of risk management techniques to control the exposure associated with electronic communication, including email disclaimers. This worksheet will help you personalize and draft your own disclaimer.
Download the Email Disclaimer Worksheet

Starting a Law Firm Business Plan

It’s one of the toughest educations out there. But law school misses one important subject – how to run a law practice. Five key areas drive your business plan. And we’ve outlined them for you.
Download the Business Plan Guide

The Summer BBQ - a Malpractice Danger Zone

It’s more harmful than it feels. The backyard BBQ can escalate from a gathering of friends into hot coals that scorch your Professional Liability policy for years. Download this guide and create strategies to keep your summer BBQ safe.
Download the Guide

eBooks: Professional Liability 101 & An Overview of Legal Malpractice

Avoid costly mistakes by learning the essentials before purchasing professional liability insurance. These two eBooks take minutes to read, but put you in a commanding position when it's time to make your choice.
Download the eBooks

Professional Liability Insurance Scoring Checklist

Most people discover they've picked the wrong insurance once it's too late. This checklist covers 16 items across 6 key considerations. Score multiple choices side-by-side to gain the confidence of a thoughtful selection. 
Download the Checklist

Are You On the Hook? Maybe yes. Maybe no.

Discover how to minimize potential liability when making referrals to other attorneys.
Download the Report

Suggested Documentation Best Practices Checklist

Set the precedent for your firm with documentation. Use this checklist to to ensure consistency.
Download the Documentation Checklist

Ransomware Response Kit

You’re computer’s locked – and it’s too late. You’ve been ransomed. Or an employee has been ransomed. Now what?
Get Your Ransomware Response Kit

Getting Them in the Door

12 Marketing Ideas for Attorneys that Won't Cost a Fortune.
Download These 12 Marketing Ideas
Exit Strategy for your Insurance Agency 75x75

Create An Exit Strategy for Your Insurance Agency

Most small businesses wait too long to plan an exit strategy. Once an exit comes into focus it’s too late to then optimize key factors like valuation, leadership succession, equity transfer, and tax optimization. To prepare for a proper exit, you must answer one question first.
Download the Guide
Responding To A Negative Online Review (75 x 75 px)

Responding To A Negative Online Review

A negative online review has the potential to adversely affect not only a business’s reputation, but also its viability. Download this guide so you’re prepared for the chance your firm is ever faced with a negative online review.

Download the Guide

10 Ways to Minimize the Chance of a Legal Malpractice Suit

Download ten steps that are frequently effective as risk management techniques for reducing the risk of suit for attorneys in any area of practice.
Get 10 Ways to Minimize Your Risk

Tailor a Portfolio of Insurance Policies for Your Unique Needs

It probably feels needlessly complex. Why can't one insurance policy cover it all? This worksheet will simplify the answer and help you identify what coverages you need for your business.
Download the Guide

How to Minimize Your Lawyer’s Professional Liability Costs and Maximize Your Benefits

Follow this checklist to ensure you are doing all you can to minimize your Professional Liability Insurance costs while maximizing your benefits.
Download the Checklist

7 Things You Need to Know Webinar

Uncover the Seven Things That You NEED To Know Before Insuring Your Law Firm Or Renewing Your Existing Insurance Policy.... AND... What You Can Do To Fix Them, Today!
Watch the Webinar

Smart businesses confidently endure cyberattacks because they quantified their risk and planned for it

We’ve created a worksheet that guides you through the steps of quantifying your exposure. Then, item-by-item, identifies what’s covered by insurance. Confidently face your future by starting with a plan.

Download the Cyber Liability Self-Assessment

Replace uncertainty with confidence using a tested strategy against potential malpractice claims.

It’s always better to be ahead of a potential malpractice claim than behind it. Get insider tips from folks that see more malpractice claims in a year than you’ll see in your lifetime.
Download the Malpractice Guide

Suggested Missed Deadlines Best Practices Checklist

Sometimes it’s not your fault. Sometimes it is. But fault doesn’t matter when your client is angry. Use this checklist to help manage deadlines and keep clients happy.
Download the Missed Deadlines Checklist

Conflicts of Interest

One thousand nine hundred thirty-one claims from 2008 to 2011. According to the ABA, that’s the number of conflicts of interest claims made in just three years. That’s almost 700 every year. Download this guide to see how you measure up.
Download the Guide

Remote Your Law Office Wisely

Vulnerabilities exploded during the rapid remoting of workforces in spring 2020. Now let’s button things up. Download this checklist and see if you’re covered.
Download the Checklist

Client Relations Checklist

Good client relations are an excellent deterrent to malpractice suits, and a great way to increase repeat business and referrals. Download this checklist and see how you measure up.
Download the Checklist
Withdrawing From a Case 75x75

Withdrawing From a Case

Withdrawing from a case usually comes about because of irreconcilable differences between attorney and client, differences which can be fertile ground for a malpractice claim. Protect yourself and your firm by lawfully withdrawing from a case.
Download the Guide