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CASE STUDY #1: Large Firm Associate Starts Solo Practice

Parties Senior associate with focused litigation practice. Bills approximately 1,800 hours per year. Travels extensively within 3 state area. Approximately 60% of work on own clients. Delegates approximately 1,000 hours of work per year to two associates and directly supervises their work. Shares assistant with two lawyers. Does not work with paralegal.

Issues Would like to practice for 25 to 30 years before retirement. Will rent office space and employ part-time administrative support. Considering office and administrative sharing arrangement with other solo attorney(s). Proficient with word processing and email. Not familiar with "back office" technologies and minimal familiarity with corporate and business law. Due to workload and family responsibilities, has limited time to organize new firm, implement operating processes and set up office.

Services Advise and assist with selecting and organizing business entity and obtaining bar certification, employer ID number and state privilege license. Review and negotiate lease and vendor contracts. Prepare office sharing agreement. Advise on  technology, furnishing and equipment requirements including hardware, software and service providers. Acquire, install and configure systems, including exchange-based email, BlackBerry synchronization, laptop with remote access, time/billing/accounting and document management system. Identify and engage service provider to prepare simple website. Consultation regarding operations processes for successful implementation of systems with practice requirements. Periodic consultation on operations and technology as needed.

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