For example:

• You have an online consult and the client’s ready to seal the deal. But you don’t have a standard engagement agreement to send and by the time you draft one, the client has hired someone else;

• You refund an entire flat fee after a client complains because your fee agreement didn’t set up a way to retain payment for work performed;

• You want to expand your litigation practice to serve as local counsel for out of state attorneys. But the thought of having to draft up an engagement agreement seems overwhelming;

• You refer a case to an attorney who verbally promises a 5-figure referral fee….then reneges because you didn’t have an agreement in place;

• You wind up photocopying files for a client who withdrew because you failed to advise in advance that you only retain digital files;

• Clients constantly call round the clock, consuming your energy…when a simple Client Policy might have deterred them;
• You spend an afternoon responding to an inquiry from a bar regulator who determined that your website didn’t have ethically compliant terms of service.

What’s worse, you know that there must be a simple way to address and avoid these issues. But it’s time-consuming to google for online templates or wait for someone to respond to a request for help in a Facebook Group.