Practice 2.0 (Free Confidential Practice Management Help)


Start, Build and Grow Your Practice with Practice 2.0

Practice 2.0 provides free and confidential advice, consultations and resources about:

  • managing your practice
  • starting and running a law firm
  • marketing
  • client relations and communication
  • technology
  • trust accounting
  • and more.

Limited Scope Representation - This packet offers lawyers who represent clients on a limited scope basis some tips for doing so in compliance with the ethics rules.

SCAM ALERT - The Trust Account Hotline recently learned of another scam. The scammer contacts a lawyer for representation in a collections issue. The company the scammer purports to represent has a website and appears legitimate as does the website of the purported opposing party.  The scammer signs a fee agreement but does not pay an advanced fee as requested; the scammer then tells the lawyer that the opposing party has consented to make a partial payment to the scammer and wants the lawyer to deposit the check into the lawyer's client trust account, deduct an amount for the advanced payment, and then send the balance to the scammer.  A check drawn on a US bank is sent to the lawyer to complete the scam.

Here are some red flags:

  • You are asked to pay money out of your account
  • You are asked to act quickly
  • You have never met the "client" and they have not been referred by anyone you trust
  • You do very little work before there is money or a settlement for you to deposit in your IOLTA

Don't be fooled, even if the purported company has an authentic domain name and website. If you are not sure, contact the Trust Account Hotline at: (602) 340 - 7305. All calls are confidential.

Do you have a website?  Click here to check out our new disclaimer that you can put on your website so that prospective clients are less likely to send confidential information. 

Cool Technology Tools - Want to know about helpful technology tools?  We don't have all of them - there are too many - but here are some COOL TOOLS we think you might find useful.

E-book for new lawyers -Are you starting a solo practice? Or, thinking about it? Now, there's a new resource, in addition to our popular start-up packet... check out Going Solo in Arizona, then call us for a consultation. We also have a new supplement to Going Solo in Arizona - yes, we have a "pocket part" to Chapter Nine addressing new changes including the adoption of Proposition 206.

Virtual office space - Are you looking for virtual office space? Get started in your research with our list of some options and read some of our quick tips and considerations for picking a space!

Looking for practice management software?  Check our our most recent comparison chart!

30 minute consultations - Bar members can take advantage of our free 30-minute consultations (by phone or in our office) on a variety of practice management topics or our hotline at 602.340.7332

Read our blog! Want more information on practice management and technology issues?  Check our blog, ReadySetPracticeAZ.

Time management - Here are some great time management tips from the Bar's own Lisa Deane, Chief Member Services Officer.  Check them out here.

Trust Account Hotline -  Call our confidential trust account hotline at 602.340.7305.  You may also find answers you need in our Trust Account Manual.

Checklists for selecting practice management software AND for selecting a cloud provider

Thinking about using a virtual receptionist?  Click here for a checklist from Ruby Receptionist, a State Bar member discount.

Serving as transition or successor counsel to close a practice?  Click here for our Transition Counsel Checklist, and then check out our sample forms, fee agreements and letters.

Looking for professional liability insurance?  Click here to an updated list of providers.  Remember to comparison shop!!

Tips for getting the most out of Fastcase.  Click here for tips on how to get the most out of this valuable member benefit!

Starting a new practice?  Check out our set-up packet here.

Updated sample fee agreements are now available click here.

Thinking about going paperless? Looking for tips for your existing paperless office? Check out this article.

Retiring? Closing your office? Here's a checklist of things to do to get ready to make the big move!

Succession planning -  Practice 2.0 offers a succession planning handbook and forms to assist you in preparing for an inability to practice.  Click here for the handbook and forms.

Lawyer safety

New books

We have a lending library available to our members. We continually update our stock with the latest and best titles. To learn more, go to our Resources page and scroll down to "Library." Or click here to be taken directly to our searchable library catalogue.

Our newest titles include:

Legal Project Management in One Hour for Lawyers
Paperless in One Hour for Lawyers
Passing the Torch without Getting Burned
Time and Workplace Management for Lawyers
Run Your Firm Like a Busines: An Operational Guide for the Solo Practitioner and Small Law Firm
WordPress in One Hour for Lawyers, How to create a Website for Your Law Firm
How to Achieve Success After the Bar Exam: A Step-by-Step Action Plan

Explore our services and see the areas where we can help by clicking here

Contact us for help:
A 30-minute consultation is available by telephone or in the State Bar's office. Call us at 602.340.7332 to schedule an appointment time. Voice messaging is available 24 hours per day. ALL calls and messages from voluntary participants are handled IN CONFIDENCE by the staff of Practice 2.0.


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