On-Demand   On-Demand Web Programs

Solo Practice Bootcamp: Best Practices from Legal Incubator Programs to Help You Launch Your Own Practice (Free)

Released on: Apr. 30, 2018
Running Time: 06:06:40

Incubators train and support new lawyers to set up practices that charge affordable rates to otherwise underserved clients. This boot camp will benefit all lawyers that want to create sustainable practices serving clients of modest means. You will learn how to set up your firm, practice ethically, and handle firm finances.

Lecture Topics [Total time 06:06:40]

Segments with an asterisk (*) are available only with the purchase of the entire program.

  • Opening Remarks* [00:00:42]
    Cynthia Chandler, Maria E. Hall, Lilys D. McCoy, Anne-Marie Rábago
  • Deciding to Start Your Firm and Forming the Practice Entity [01:01:45]
    Cynthia Chandler, William Kell
  • Designing a Sustainable Practice [00:57:28]
    Maria E. Hall, Lilys D. McCoy
  • Legal Ethics: What You Need to Know When Starting a Law Practice [01:04:20]
    David M. Majchrzak
  • Financial Aspects of Starting and Maintaining a Practice [01:02:35]
    Anne-Marie Rábago
  • Billing and Fee Arrangements [01:01:10]
    Jo-Anna M. Nieves, Vincent Tong
  • Bringing It All Together - Strategic Planning & Growth [00:58:40]
    Givelle J. Lamano, Otis C. Landerholm

Presentation Material

  • Solo Practice Bootcamp: Best Practices from Legal Incubator Programs to Help You Launch Your Own Practice Complete Course Handbook
  • Deciding to Start Your Law Firm and Forming a Practice Entity (PowerPoint slides)
    Cynthia Chandler, William Kell
  • Tips for Launching A Solo Practice in California
    Cynthia Chandler
  • Designing a Sustainable Law Practice (PowerPoint slides)
    Maria E. Hall, Lilys D. McCoy
  • Sample Monthly Business Income and Expenses Sheets and Sample Business Plan
    Maria E. Hall, Lilys D. McCoy
  • An Ounce Of Prevention: How Taking Some Small Steps May Mitigate Against Big Headaches (PowerPoint slides)
    David M. Majchrzak
  • California Rules of Professional Conduct and Model Rule Excerpts
    David M. Majchrzak
  • Financial Aspects of Starting & Maintaining a Practice (PowerPoint slides)
    Anne-Marie Rábago
  • Financial Aspects of Starting & Maintaining a Practice Outline
    Anne-Marie Rábago
  • What is Your Money Story? Build a Financially F.I.T. Business
    Anne-Marie Rábago
  • 2018 Business Expense Budget Worksheet
    Anne-Marie Rábago
  • 2018 Personal Expense Budget Worksheet
    Anne-Marie Rábago
  • 2017 Schedule C – Profit or Loss From Business Form 1040, Department of the Treasury, Internal Revenue Service (IRS)
    Anne-Marie Rábago
  • 2017 Instructions for Schedule C – Profit or Loss From Business, Department of the Treasury, Internal Revenue Service (IRS)
    Anne-Marie Rábago
  • 2018 Form 1040-ES, Estimated Tax for Individuals, Department of the Treasury, Internal Revenue Service (IRS)
    Anne-Marie Rábago
  • Sample Successful Legal Business Time Formula, Revenue Target Calculator, Lawyer Hourly Rate Calculator
    Anne-Marie Rábago
  • Pricing Toolkit for Attorneys Seeking to Serve Low-Income and Moderate-Income Clients, The Chicago Bar Foundation
    Anne-Marie Rábago
  • Mechanics of Practice: Billing, Types of Client Engagement, Financial Arrangements (PowerPoint slides)
    Jo-Anna M. Nieves, Vincent Tong
  • Mechanics of Practice: Billing, Types of Client Engagement, Financial Arrangements Outline
    Jo-Anna M. Nieves, Vincent Tong
  • Bringing It All Together - Strategic Planning & Growth (PowerPoint slides)
    Givelle J. Lamano, Otis C. Landerholm
  • Sample Client Intake
    Givelle J. Lamano
  • Handout on Law Firm Business Management
    Otis C. Landerholm
Co-Chair(s)
Cynthia Chandler ~ Director, Bay Area Legal Incubator
Maria E. Hall ~ Attorney Development Director, Los Angeles Incubator Consortium
Lilys D. McCoy ~ Director, Thomas Jefferson School of Law Center for Solo Practitioners
Anne-Marie Rábago ~ Director, Texas Opportunity & Justice Incubator
Speaker(s)
William Kell ~ Professor of Law, Berkeley Law, University of California
Givelle J. Lamano ~ CEO, Lamano Law Office
Otis C. Landerholm ~ Founding Attorney, Landerholm Immigration, A.P.C.
David M. Majchrzak ~ Senior Counsel, Klinedinst PC
Jo-Anna M. Nieves ~ Attorney At Law, The Nieves Law Firm, APC
Vincent Tong ~ Founding Attorney, Tong Law
General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.

PLI’s live and on-demand webcasts are single-user license products intended for an individual registrant only. Credit will be issued only to the individual registered.


U.S. MCLE States

Alabama:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 6 credits of online programs per reporting period.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s on-demand web programs qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s on-demand web programs are not approved for Arkansas CLE credit.

California:  PLI’s on-demand web programs qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Connecticut: Effective January 1, 2017, all PLI products can fulfill Connecticut’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s on-demand web programs qualify as “eCLE” credit. Attorneys are limited to 12 credits of eCLE per reporting period, no more than 6 of which may be audio-only.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s on-demand web programs qualify as “in-house” credit. Attorneys are limited to 6 in-house credits per reporting period.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 15 credits of self-study per reporting period.

Illinois:  All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s on-demand web programs qualify as “distance education” credit. Attorneys are limited to 9 credits of distance education per reporting period. Effective January 1, 2019, the limit of distance education per reporting period will increase from 9 to 18 credits.

Iowa:  PLI’s on-demand web programs qualify as “unmoderated” credit. Attorneys are limited to 6 credits of unmoderated programs per reporting period.

Kansas:  PLI’s on-demand web programs qualify as “prerecorded” credit. Attorneys are limited to 6 credits of prerecorded programs per reporting period.

Kentucky:  PLI’s on-demand web programs qualify as “non-live” credit. Attorneys are limited to 6 non-live credits per reporting period.

Louisiana:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 4 credits of self-study per reporting period.

Maine:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 5.5 credits of self-study per reporting period.

Minnesota:  PLI’s on-demand web programs qualify as “on-demand” credit. Attorneys are limited to 15 on-demand credits per reporting period.

Mississippi:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Missouri:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.

Montana:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 5 credits of self-study per reporting period.

Nebraska:  PLI’s on-demand web programs qualify as “computer-based learning” credit. Attorneys are limited to 5 credits of computer-based learning per reporting period.

Nevada:  PLI’s on-demand web programs qualify as “self-study” credit. There is no limit to the number of credits an attorney can earn via self-study programs.

New Hampshire:  All PLI products can fulfill New Hampshire’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

New Jersey:  PLI’s on-demand web programs qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 4 credits of self-study per reporting period.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s transitional on-demand web programs can be used to fulfill the requirements for New York newly admitted attorneys. Only professional practice and law practice management credits may be earned via transitional on-demand web programs. Ethics and skills credits may not be earned via on-demand web programs.

North Carolina:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 6 credits of online programs per reporting period.

North Dakota:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 15 credits of self-study per reporting period.

Ohio:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Oklahoma:  PLI’s on-demand web programs qualify as “online, on-demand” credit. Attorneys are limited to 6 credits of online, on-demand programs per reporting period.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Puerto Rico:  All PLI products can fulfill Puerto Rico’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Rhode Island:  PLI’s on-demand web programs qualify as “video replay” credit. Attorneys are limited to 6 video replay credits per reporting period.

South Carolina:  PLI’s on-demand web programs qualify as “alternatively delivered” credit. Attorneys are limited to 6 credits of alternatively delivered programs per reporting period.

Tennessee:  PLI’s on-demand web programs qualify as “distance learning” credit. Attorneys are limited to 8 credits of distance learning per reporting period.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 10 credits of self-study per reporting period.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s on-demand web programs qualify as “pre-recorded” credit. Attorneys are limited to 8 credits of pre-recorded programs per reporting period.

Washington:  All PLI products can fulfill Washington’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

West Virginia:  PLI’s on-demand web programs qualify as “online” credit. Attorneys are limited to 12 credits of online instruction per reporting period.

Wisconsin:  PLI’s on-demand web programs qualify as “repeated, on-demand” credit. Attorneys are limited to 15 credits of repeated, on-demand programs per reporting period. No ethics credits can be earned via on-demand web programs.

Wyoming:  PLI’s on-demand web programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.


CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s on-demand web programs are not eligible for CPD-BC credit unless viewed with at least one other attorney or an articled student. In this case, the credit must be recorded as a “study group.”

Ontario (CPD-ON):  PLI’s on-demand web programs qualify as “recorded” credit. If viewed without a colleague, attorneys are limited to 6 credits of recorded programs per year. If viewed with at least one colleague, there is no limit to the number of credits that can be earned via recorded programs.

Quebec (CPD-QC):  PLI’s on-demand web programs can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s on-demand web programs are not approved for CPD-HK credit.

United Kingdom (CPD-UK):  PLI’s on-demand web programs can fulfill the United Kingdom’s CPD requirements.

Australia (CPD-AUS):  PLI’s on-demand web programs may fulfill Australia’s CPD requirements. Credit limits for on-demand web programs vary according to jurisdiction. Please refer to your jurisdiction’s CPD information page for specifics.

Alberta (CPD-ALBERTA):  All PLI products can fulfill Alberta’s CPD requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Dubai (CLPD-DUBAI):  PLI’s on-demand web programs may fulfill CLPD credit requirements.


Other Credit Types

CPE Credit (NASBA):  Select on-demand web programs qualify as the “QAS Self-Study” delivery method. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

IRS Continuing Education (IRS-CE):  PLI’s on-demand web programs may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at plicredits@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s on-demand web programs may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at plicredits@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s on-demand web programs may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s on-demand web programs may fulfill HR credit requirements.

SHRM Recertification (SHRM):  PLI’s on-demand web programs qualify as "self-paced" credit. SHRM professionals are limited to 30 credits of self-paced programs per recertification period.

Compliance Certification Board (CCB):  PLI’s on-demand web programs qualify as “self-study” credit. Candidates are limited to 10 self-study credits per 12-month period, and certification holders are limited to 20 self-study credits per 2-year renewal period.

Certified Anti-Money Laundering Specialists Certification (CAMS):  PLI’s on-demand web programs are not approved for CAMS credit.

New York State Social Worker Continuing Education (SW CPE):  PLI’s on-demand web programs are not approved for SW CPE credit.

American Bankers Association Professional Certification (ABA):  PLI’s on-demand web programs may fulfill ABA credit requirements.

Certified Financial Planners (CFP):  PLI’s on-demand web programs are not approved for CFP credit.

 

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Incubator Boot Camp: Tools for New Lawyers Looking to Go Solo Mar. 1, 2017
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“Thank you -- I learned a lot and feel better prepared to plan for starting my own practice in a couple of years.”
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