Member Services

There are many things to consider when hiring or changing managed services providers for your firm.

It’s essential to ensure that a potential provider is on the same page as you and can manage your firm’s expectations.

The ISBA’s “Essential Questions for Your Managed Services Provider” document serves as a cheat sheet with the top 10 questions to ask before hiring a provider, so you’ll know what you’re getting into and what to truly expect.

Succession planning is a necessary consideration for attorneys, regardless of whether they’re actively planning to close or merge a firm.

It’s important for lawyers to designate a representative who can take limited fiduciary action if the designating attorney loses the capacity to run his or her firm, abandons the practice, or dies.

The ISBA’s “Succession Planning Checklist” provides guidance when considering the various scenarios that may necessitate an attorney handing over the reins.

Every firm needs a technology budget to function effectively.

But when you’re budgeting for equipment that is critical to the day-to-day operation of your firm, it’s important to consider where you need to spend a little bit more money and where you can cut back.

The ISBA’s “Building a Technology Budget” document provides best practice tips on technology purchases, from how much you should spend on computers to whether you should use open source software or purchase it.   

Most law firms could do more to protect their data.

Whether the firm lacks the awareness of security policies or merely does not have enough security restrictions, the firm is unknowingly putting business information at risk.