Practice Resources

Law Practice Management resources provide lawyers, law firm managers and legal professionals with information on practice management trends, marketing, client development, legal technology and finance. Whether you’re a solo practitioner or a managing partner at a national law firm, you’ll find law practice management resources to meet your day-to-day practice needs. Checklists, best practices, publications and continuing legal education programs provide up-to-date information and practical tips to help you better manage your law practice.

We want to hear from you! If you have questions or would be like to get involved with law practice management, contact Katherine Suchocki, Esq, Senior Director, Continuing Legal Education and Law Practice Management or Jessica Patterson, Law Practice Management Program Manager for the New York State Bar Association. For more information on the Law Practice Management Committee, visit nysba.org/LPMCommittee. 

Katherine Suchocki, Esq.
Senior Director, Continuing Legal Education and Law Practice Management
New York State Bar Association
One Elk Street
Albany, New York 12207
(518) 487-5590 
[email protected]

Marian C. Rice, Esq.
Law Practice Management Committee Chair
L'Abbate Balkan Colavita & Contini, LLP
1001 Franklin Ave, 3rd Fl, Suite 300
Garden City, NY 11530

Sarah E. Gold, Esq.
Law Practice Management Committee Co-Chair
The Gold Law Firm
1843 Central Avenue, #187
Albany, NY 12205

Michella Weiss
Program Manager, Law Practice Management 
New York State Bar Association
One Elk Street
Albany, NY 12207 
[email protected]

Tara Covert
Program Coordinator, Law Practice Management
New York State Bar Association
One Elk Street
Albany, NY 12207
[email protected] 

Law Practice Management Continuing Legal Education programs are open to all members and non-members. Topics include finance, technology, human resources, marketing, client development and day-to-day operations of your law firm. All LPM live programs and events are recorded and available online, on demand. Special member pricing options are available. Recent programs include Leveraging Technology in Your Practice, Technology, Tools and Ethics Rules, Powerpoint 101 for Lawyers, Maximizing the Use of Your iPad in Your Law Practice and many more.  

Click Here for Available Online, On Demand, LPM CLE Programs. 

Follow NYSBA LPM on Twitter! @NYSBALPM | http://twitter.com/NYSBALPM.
Stay informed.  Be the first to hear about the latest course offerings. 
All Law Practice Management informational programs are recorded and available online. View archives of past events here.  

Are you considering opening your own firm? Are you a recent law school graduate just starting out? Are you considering leaving your place of employment and starting your own practice?  New York State Bar Association Law Practice Management resources can help you start, build and grow your firm.

Starting up a solo or small firm has its own unique financial, technical and practical concerns, but beginning a practice also has its own set of rewards, fulfillment and accomplishments.  To maximize your chances for success, you must have a plan. Whether you are considering a change or whether you are a recent law school graduate, Law Practice Management CLE programs will help you explore your options.  From choosing a business entity to choosing office space and attracting new clients, get practical and useful tips to help you succeed.

This program provides an overview of what it takes to own your own practice. From choosing a business entity to choosing office space and attracting new clients, get practical and useful tips for starting a practice in New York.  Focusing on solo practice, program topics include: setting up bank accounts; general accounting information; tax concerns; setting up IOLA accounts; client retainer agreements and intake forms; collecting payments; leaving your old firm; handling referral business; the ethical issues of using the Internet to market your practice; social media considerations; increasing your list of contacts; and much more.

STARTING A SOLO PRACTICE IN NEW YORK ON-DEMAND PROGRAMS

Starting a Solo Practice in New York 2019
7.5 MCLE Credits including 3.5 Ethics
Basic Overview of What It Takes to Own Your Own Practice 

Starting a Solo Practice in New York 2018
7.5 MCLE Credits including 3.5 Ethics
Basic Overview of What It Takes to Own Your Own Practice 

Starting a Solo Practice in New York 2017 
7.5 MCLE Credits including 3.5 Ethics 
Basic Business Skills for Starting a Running a Successful Practice 

Starting a Solo Practice in New York 2016 
8.0 MCLE Credits including 3.5 Ethics
Basic Business Skills for Starting and Running a Successful Practice

Starting a Solo Practice in New York 2015 
8.0 MCLE Credits including 4.0 Ethics
Basic Business Skills for Starting and Running a Successful Practice

STARTING A PRACTICE RESOURCES:

Checklist for Starting a Practice in New York State (PDF)

Basic Business Skills for Starting and Running a Successful Practice. 

NYSBA Solo-Small Firm Resource Center

Comprehensive resources for attorneys in solo or small firm practice in New York State - everything from marketing advice to sample engagement letters, insurance information to business continuity planning, work-life balance to selecting software and hiring staff.

Information about Escrow Accounts and IOLA

Attorney Escrow Accounts - Your "must have" book
Attorney Escrow Accounts comprehensively covers the most common situations where attorneys handle client funds and discusses the legal and ethics issues encountered in handling clients’ funds. The Third Edition provides an expanded discussion of related issues and updated case and statutory law, as well as a more comprehensive appendix featuring relevant statutes, rules and ethics opinions.

Technology Resources for You and Your Practice

Enhance the efficiency and lower the cost of your practice with special discount programs for NYSBA members. From insurance and financial services to discounted office products, your NYSBA membership gets you dramatic savings on important services for all your practice needs. 

Marketing Your Practice and Business Development 

Information and programs on attorney advertising, ethics and business development

Join The Lawyer Referral and Information Service

Join the Lawyer Referral Service (www.nysba.org/joinlr) and add your name to the list of attorneys receiving referrals from the State Bar.  
Contact Eva Valentin-Espinal ([email protected]) Manager of the Lawyer Referral and Information Service for more information. 

For more information about Starting a Practice in New York, contact Katherine Suchocki, Director, Law Practice Management at 518-487-5590 or [email protected]