Access the strategies and tools you need to manage a thriving practice in today’s legal market. Explore resources on recruiting and retaining top talent, streamlining law practice management, and improving client service through effective billing and operations.

Law Practice Management 

Providing law practice management (LPM) resources is a key focus of ISBA's Law Practice Management Committee. If you have any questions or suggestions, contact Ashley Higgins at ahiggins@inbar.org.

• LPM Resources | Explore CLE, checklists, forms, and additional resources, with an emphasis on practical ways to improve client services, including the use of new technologies. View resources »
• LPM Knowledge Hub | Find white papers, guides, ebooks, reports, case studies, industry analysis, and more, provided by experts and vendors within the legal industry. Visit the LPM Hub »
• Endorsed Vendors and Discounts | These companies have been interviewed and vetted by ISBA to ensure they are relevant, high quality services with excellent customer service. View affiliate partners and discounts »
• LPM Online Community | Participate in conversations, share feedback, request suggestions, and discuss resources related to human resources, file management, billing, and more. The online community is free for all ISBA members. To join:
  • Click here »
  • Log in using your ISBA credentials. (Email memberconcierge@inbar.org if you need assistance.)
  • Click the blue "Join Community" button on the right side of the screen.

Billing and Financial Planning

• [2.0 hr. CLE/1.0 hr. Ethics] Maximizing Revenue Through Increased Profitability and Fee Recovery, Cory Sprunger and Patrick Olmstead
• [0.9 hr. CLE] Revenue and Budgeting, Bob Nice
• [0.9 hr. CLE] Best Invoicing Practices: Before, During and After the Representation, Cory Sprunger
• “Alternative Fee Arrangements: Embracing the Fixed Fee” by Randall Cloe, Res Gestae
• “Ethical Considerations for Unbundling Legal Services" by Meg Christensen and Katie Jackson, Res Gestae
• “Pricing and Packaging: Value-Based Approaches to Increase Profitability” by Varun Bahl, Legal Marketing Association

Business Development and Client Management

• [0.8 hr. NLS] A Higher Bar: How to Exceed Client Expectations in a Virtual World, Sarah Allen
• [1.0 hr. CLE/Ethics] Managing a Caseload Responsibly, Candace Dickson, Cynthia Helfrich, and Brandon Tate
• “Using Online Reviews to Amplify the Customer Service Edge of Solo and Small Firm Attorneys” by Kelsey Singh, Res Gestae
• "Social Media and Attorney Advertising” by Cari Sheehan, Res Gestae
• "Making It Rain: Effective Lawyer Marketing in the Digital Era" by Sharon D. Nelson, John W. Simek and Kimberly Haught, Res Gestae

Recruitment and Retention

• "Breaking Up Doesn’t Have to Be Hard to Do: Ethical Considerations When a Lawyer Leaves a Firm” by Adrienne Meiring and Hannah Dyer, Res Gestae
• “Switching Teams: Ethics of Lawyers Changing Firms” by Meg Christensen and Katie Jackson, Res Gestae
• “Boomers to Zoomers: Recruiting and Retaining Today’s Workforce” by Joe Skeel, Res Gestae
• "Leveling Up Skills Equals Huge ROI" by Tara Puckey, Res Gestae
• "What to Know When Hiring the Next Generation of Lawyers" by Ruchie Chadha, ABA Journal
• “Leading Well in Law: How to Create a Culture That Makes Lawyers Want to Stay” by Paula Davis, Thomson Reuters
• “Investing in Legal Talent: How Marketing Can Drive Associate Retention” by Stephanie Richter, Legal Marketing Association
• "Supervisor Relationships Are Key to Beating Attorney Burnout" by Anne Brafford, Law360
• "Law firm partners: please consider doing the following this summer..." by David Ernst, LinkedIn
• Right-Sizing Legal Onboarding: When Less Is More, Jeffrey Roach and Daniel Kent, ILTA Voices
  

Succession Planning

• “The Big Shift: Moving from 'Have To' to 'Get To'” by Mike Tooley, Res Gestae
• “Navigating a Lawyer’s Departure from a Law Firm,” Disciplinary Commission Opinion #1-25
• ISBA Retirement & Succession Planning Resources