Solo Law Firm Trends: How to Prepare For a Future Beyond COVID-19 - Presented by the American Bar Association Section of Dispute Resolution

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Solo Law Firm Trends: How to Prepare For a Future Beyond COVID-19 - Presented by the American Bar Association Section of Dispute Resolution
Solo Law Firm Trends:
How to Prepare For a Future
    Beyond COVID-19

              Presented by the
         American Bar Association
        Section of Dispute Resolution
Solo Law Firm Trends: How to Prepare For a Future Beyond COVID-19 - Presented by the American Bar Association Section of Dispute Resolution
American Bar Association
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The materials contained herein represent the opinions of the authors and editors and should not
be construed to be the action of the American Bar Association Solo, Small Firm and General
Practice Division unless adopted pursuant to the bylaws of the Association.

Nothing contained in this book is to be considered as the rendering of legal advice for specific
cases, and readers are responsible for obtaining such advice from their own legal counsel. This
book and any forms and agreements herein are intended for educational and informational
purposes only.

© 2021 American Bar Association. All rights reserved.

This publication accompanies the audio program entitled “Solo Law Firm Trends: How to Prepare
For a Future Beyond COVID-19” broadcast on June 7, 2021 (event code: GP2106SLF).
Solo Law Firm Trends: How to Prepare For a Future Beyond COVID-19 - Presented by the American Bar Association Section of Dispute Resolution
TABLE OF CONTENTS

1. Presentation Slides

2. Additional Resources
Solo Law Firm Trends: How to Prepare For a Future Beyond COVID-19 - Presented by the American Bar Association Section of Dispute Resolution
1
Solo Law Firm Trends: How to Prepare For a Future Beyond COVID-19 - Presented by the American Bar Association Section of Dispute Resolution
Solo Law Firm Trends -
How to Prepare For a
   Future Beyond
     COVID-19
Solo Law Firm Trends: How to Prepare For a Future Beyond COVID-19 - Presented by the American Bar Association Section of Dispute Resolution
Joshua
Lenon

Lawyer in Residence
Joshua.Lenon@clio.com
@JoshuaLenon
Solo Law Firm Trends: How to Prepare For a Future Beyond COVID-19 - Presented by the American Bar Association Section of Dispute Resolution
Nika Kabiri, JD, PhD                Heather Hazelwood
Founder & Owner, Kabiri Consulting   Founder & Owner, Ampersand Law
    nika@kabiriconsulting.com         heather@ampersand-law.com
Solo Law Firm Trends: How to Prepare For a Future Beyond COVID-19 - Presented by the American Bar Association Section of Dispute Resolution
Contents
1   The situation for solo law firms

2   How have client expectations shifted?

3   Strategies for getting more clients while working remote

4   Q&A with Solo Attorney Heather Hazelwood

5   Additional Resources for Solo Lawyers

6   Audience Q&A
Solo Law Firm Trends: How to Prepare For a Future Beyond COVID-19 - Presented by the American Bar Association Section of Dispute Resolution
Solo Law Firm Trends: How to Prepare For a Future Beyond COVID-19 - Presented by the American Bar Association Section of Dispute Resolution
Our Data Inputs   Clio’s app data
                   Aggregated and anonymized data from
All results are   tens of thousands of legal professionals.
anonymized and
aggregated        Surveys of US legal professionals
                   Multiple surveys with over 1,000 responses
                  containing qualitative and quantitative results
                  from practicing legal professionals.

                  Surveys of US general population consumers
                   Multiple surveys of over 1,000 responses
                  from members of the general population.
The situation for solo law
           firms
Solo law firms were affected more
than others
How have client expectations shifted?
Survey Data
Survey of US legal professionals.      Survey of US general population
                                       consumers.
 • April 3 to 9: 485 respondents
                                        • April 14: 1,042 respondents
 • April 20 to 24: 654 respondents
                                        • May 4 and 5: 1,019 respondents
 • May 4 to 14: 609 respondents
                                        • May 18 and 19: 1,055 respondents
 • May 18 to 29: 783 respondents
                                        • June 16 to 18: 1,004 respondents
 • June 15 to 22: 566 respondents
                                        • July 13 to 14: 1,003 respondents
 • July 13 to 22: 635 respondents
                                        • August 4 to 7: 1,002 respondents
 • August 6 to 22: 1,044 respondents
are concerned about
are concerned about     even making a living at
 the success of their            all
    legal practice
are concerned about even making a living at all
From Our Survey Data

There are tangible         60% of solos reported seeing a decrease in
reasons for their          the number of clients reaching out to their firms.

concern. They’ve seen
their businesses suffer.   24% had to forfeit revenue by June 2020.

                           15% of solo lawyers had to lay off staff by July
                           of last year.
How have client expectations
        changed?
OF CONSUMERS SAID THAT
TECHNOLOGY IS MORE
IMPORTANT TO THEM NOW
THAN IT WAS BEFORE THE
CORONAVIRUS PANDEMIC.
OF CONSUMERS SAY THEY   OF CONSUMERS SAY
USE MORE TYPES OF       THEY’RE MORE
TECHNOLOGY.             COMFORTABLE WITH
                        TECHNOLOGY.
of consumers would      of consumers prefer
        prefer         paying for legal services
videoconferencing           electronically.
with a lawyer over a
     phone call.
of consumers prefer working with a lawyer who can
         share documents electronically.
Despite the benefits of adopting
technology, solos are slower than
 other practitioners at adopting.
…..but if solos have proved to
be anything, it’s resilient and
           adaptive.
Strategies for getting
  more clients while
   working remote
Another look
Improving Acquisition
 • Improving acquisition: Scheduler + automated follow-ups
Streamlining Intake With Clio Grow
• Make the client intake process more efficient—and
  personal
• Automate tasks, so you can focus on what matters most
• Know which matters and clients drive your success
Electronic Payments
Centralize Client Communications
• Clio Connect and Clio for Clients
Q&A with Solo Attorney Heather
         Hazelwood
Additional Resources for
      Solo Lawyers
Additional Resources
Webinars, blogs, and more!

•   Legal Trends for Solo Law Firms

•   Guide to Start a Law Firm
    Covers everything from developing a business
    plan and getting your finances in order to
    building a steady stream of clients.

•   Watch How Solos Use Clio Webinar - July 22
    See a live demonstration with a Clio specialist.
Clio Offerings
Clio Manage
Legal practice management software
Our most popular product—the industry’s leading solution to help manage clients,
organize cases, and automate tedious tasks and month-end billing.

Clio Grow
Client intake and legal CRM software
Standardize the client intake process with online intake forms, email automation,
and e-signatures to build strong relationships, and get powerful data insights to
grow your firm.

The Clio Suite
Legal practice management, client intake and CRM software. Get unmatched
performance with Clio Suite, the industry’s only end-to-end software solution for your
firms.
Audience Poll

Would you like to learn how Clio’s tools
can help your solo practice?

a. Yes, and I’m not a Clio Customer

b. Yes, and I’m currently a Clio Customer

c. No thanks, I’m not interested
Audience Q&A
THANK YOU!
2
Additional Resources

2020 Legal Trends Report. Clio
www.clio.com/ltr

“How to start a law firm: A complete guide”. Clio
www.clio.com/resources/start-a-law-firm/
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