Insight into Law Practice Consultations

Gain valuable insights into common consultation questions for starting a law practice, including forming a limited liability entity, trust account management, processing credit card payments ethically, and more. Learn from the experience and expertise of Program Manager Christopher C. Shattuck in navigating the legal field. Access resources and guidance to streamline work processes, identify profitable practice areas, and leverage technology effectively.

• Law Practice
• Consultations
• Legal Insights
• Practice Management
• Trust Account

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1. Leadership Orientation Leadership Orientation Understanding State Bar Resources Understanding State Bar Resources September 22, 2022

2. Practice411TM Atty. Christopher Shattuck Program Manager

3. Program Manager Background Christopher C. Shattuck Background experience: Started a law practice after passing the bar exam. Thereafter, practiced on the consumer side of bankruptcy cases and ultimately became the manager of a creditors rights department for a law firm based in Milwaukee. Now serving as the Law Practice Assistance Manager for the State Bar of Wisconsin. Education: Bachelor of Science in Psychology and Criminal Justice from the University of Wisconsin-Oshkosh. Master of Business Administration with an Emphasis in Project Management from the University of Wisconsin-Oshkosh. Juris Doctor from the University of La Verne College of Law.

4. Practice411 Program Practice Consultations E-list (800) 957-4670 www.wisbar.org/Practice411elist

5. Part 1: Common Consultation Questions How Do I Start A Law Practice? Choosing a Limited Liability Entity Discusses tax consequences and mechanics of forming a limited liability entity. 10 Best Lead Generation Services for Lawyers [Reviews] Marketing resources for your law firm. Law Firm Systems - Method for identifying opportunities for streamlining work and reducing waste. Identifying profitable practice areas, helpful technology and challenges.

6. Part 1: Common Consultation Questions Do I Need A Trust Account? Business Account Only IOLTA and Business Account IOLTA, E-Banking and Business Account All-in-One Trust Account Source: Options for Trust Account Management Pursuant to SCR 20:1.15, Effective July 1, 2016

7. Part 1: Common Consultation Questions How Do I Properly Process Credit Card Payments? Processing Methods - E-banking: Modernizing Trust Account Rules Adding Credit Card Fees to Client Bills Ethical Dilemma: Can You Add Credit Card Fees to Clients' Bills? Ethical Dilemma: Can Credit Card Fees Be Deducted from Payments into Operating Accounts? Ethical Dilemma: Credit Card Fees Part III Payment Processers LawPay or Case Management Software Flow Charts Do You Accept Electronic Payments from Clients? These Flow Charts Can Help

8. Part 1: Common Consultation Questions Can I Sell My Law Practice? SCR 20:1.17 Sale of Law Practice A lawyer or a law firm may sell or purchase a law practice, or an area of practice, including good will, if the following conditions are satisfied: (a) The seller ceases to engage in the private practice of law, or in the area of practice that has been sold, in the geographic area or in the jurisdiction in which the practice has been conducted; (b) The entire practice, or the entire area of practice, is sold to one or more lawyers or law firms;

9. Part 1: Common Consultation Questions Can I Use the Cloud? The Pennsylvania Bar Association Committee on Legal Ethics and Professional Responsibility phrased it as, [A] fancy way of saying stuff s not on your computer. Wisconsin Ethics Opinion EF-15-01: The State Bar s Standing Committee on Professional Ethics (the Committee ) agrees with the conclusion of ethics opinions from other states that cloud computing is permissible as long as the lawyer makes reasonable efforts to adequately address the potential risks associated with it. (Emphasis added).

10. Part 1: Common Consultation Questions What Do You Recommend for Case Management Software? Cloud-based State Bar members receive discounts on MyCase, Clio, PracticePanther, and Zola Suite. Low monthly subscription fees based upon number of users. Desktop-based Tabs3 (State Bar members receive discount) offers the same features of cloud-based software, but instead of the data being stored in the cloud, it is stored on your desktop.

11. Part 2: Presentations & Events Presentations for Conferences, Local Bar Associations & Pinnacle

12. Part 2: Presentations & Events Law School & Lawyer Networking Events

13. Part 2: Presentations & Events Wisconsin Chapter of the Association of Legal Administrators

14. Part 3: Practice411 Resources Law Firm Marketing Resources Practice411 Online Marketing Videos: Removing or Addressing Negative Google Reviews ADA Compliance and Your Law Firm's Website: What You Need to Know DIY Website, Social Media, and SEO for Lawyers Law Firm Marketing and Intake 101 Apps, Software, and Marketing Tips Successful Networking Strategies Marketing & Networking Diverse Law Firms

15. Part 3: Practice411 Resources Law Firm Self-Assessment & Succession Planning Registry Ensure compliance with Supreme Court Rules in Wisconsin. Take the Wisconsin Law Firm Self-Assessment. State Bar of Wisconsin Created a Voluntary Succession Planning Registry: Board of Governors Voted to Approve a Succession Planning Registry Lawyer Death or Disability: Who Will Protect Your Clients? How to Use the New Law Practice Succession Planning Registry

16. Part 3: Practice411 Resources Practice Management Articles Trust Account Scams Increasingly Target Wisconsin Law Firms Once Upon a Cybercrime: Are You Covered? Do Not Let Ransomware Win: Back Up Your Data Caution: Sharing Filing Credentials and Case Information with Third- party Software Service Providers What's Hot, What's Not: Wisconsin Practice Trends 2021 Get Paid Faster: Efficient Billing Strategies for SPD-appointed Cases Encrypting Your Law Firm Responding to a Data Breach

17. Part 3: Practice411 Resources Collaboration Examples Practice411 collaborates with a variety of programs and agencies to create resources. Partnerships with Ethics Counsel, the Office of Lawyer Regulation and Pinnacle resulted in ten hours of trust accounting programing. Writing collaborations with Ethics Counsel and our communication staff help produce timely reference guides. WALA engagements provide insights regarding the needs of law firms of all sizes across the state. We use that knowledge to help educate WALA members. None of these activities would be possible without our staff working behind the scenes to market, raise awareness, make introductions or help facilitate collaborations.

18. Contact Information Christopher Shattuck cshattuck@wisbar.org (608) 250 - 6012