Virtual Lawyering: Expanding Your Practice Process, Resources and, Implementation Priya Prakash Royal, Esq., LL.M. ROYAL LAW FIRM PLLC January 14, 2016 1 Royal Law Firm PLLC royalesq.com 800.409.0211 Introduction • Priya Prakash Royal • Royal Law Firm PLLC – Roots and relevance • Experience: advanced degrees – LL.M. and MBA (pending), medium and large NJ law firms, litigation and transactional, former IRS attorney (NJ/DC), nonprofit executive board, valuation analyst training, journalism background. • Focus areas: Tax, Business, Trusts & Estates • Jurisdictions: PA, NJ, NY, DC, MD From one to many: the process • Solo and Small Firm Attorneys: Expanding to a multijurisdictional practice • Market research • Customers, cost, capability • Barriers and Ethical Issues • Rules against the unauthorized practice of Law: Example: Rule 49(a) D.C. Ct. of Appeals and ABA Model Rule 8.5(a): ”A lawyer admitted to practice in this jurisdiction is subject to the disciplinary authority of this jurisdiction, regardless of where the lawyer’s conduct occurs.” Across Jurisdictions, Cont'd • Business Plan • Professional liability insurance coverage for multijurisdictional practitioners • Staying abreast on legal updates: Resources, network and niches. • E-Signature and Client communication • Electronic office resources • Examples: MyCase, RightSignature, Virtual receptionist/paralegal, Gotomeeting, virtual offices and opensource software A virtual but traditional office • Law traditionally a local practice but changing – creates opportunities for skilled attorneys with time and resource limitations • Face-to-face meetings across timezones: Videoconferencing and the virtual office for global clients • Also use for marketing globally - Examples • Use value added services to incorporate benefits of traditional brick and mortar office into a flexible remote office model Virtual Office Staffing, Document Management Systems, Electronic Signature Tools, Modified Phone Systems, etc. • Examples Developing an expanded niche practice • Find the best areas of practice – individual considerations • ABA Model Rules 7.1, 7.2 and 7.4: The rules against “expertise” and advertising a niche practice • Establish of counsel and co-counsel relationships. Ethical issues. • Of Counsel rules: ABA Formal Op. 330 (1972) and ABA Formal Op. 90-357 (1990). • Engagement letters and compensation agreements Managing the expanded niche • Use relationships and resources in law and beyond to serve the client’s needs. • Publishing, seminars, events, and business cards • Process and Project Management in Legal Practice Example: using charts (Microsoft Project) to set timelines for a client seeking legal services in global expansion. • Efficiency and accuracy focused. • Majority of the time in the firm is on building not billing Marketing and Advertising • Use social media effectively to advertise an expanded niche practice • Blogging – on and off website • Publishing – electronic resources • Twitter, Facebook, Instagram, LinkedIn • Market in multiple jurisdictions without engaging in the unauthorized practice of law • Develop client and non-legal professional relationships to expand presence • Passions, hobbies and non-profit partnerships Increasing ROR in a Virtual practice • Collaborate with experienced attorneys and legal professionals • Retain staff on a project basis and provide virtual tools for work. Use staff and technology for routine tasks. • Develop law practice management goals based on serving clients without time or location barriers instead of reducing overhead. • Incorporate technological resources to provide direct and personal communication with clients routinely • Keywords and networks Thank you! Priya Prakash Royal, Esq., LL.M. Royal Law Firm PLLC 1725 I St. NW, Ste 300 Washington DC 20006 www.royalesq.com Email: [email protected] Phone: (800) 409-0211
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