Building a Plaintiff's PI Practice from the Ground Up

Date: 11/14/2014

Building A Plaintiff's PI Practice
from the Ground Up

Give your practice the firm foundation you need to be successful. 
Chairpersons: Steve Shaw & Sou Bounlutay

Recorded on Friday, November 14, 2014 
Washington State Convention Center, Seattle

5.0 CLE Credits (Includes 2.0 Ethics/Professionalism)
Credits valid through 11/14/2019

Use the links to the right to order DVDs from this seminar.  Click here for On-Demand access to this recording.

                8:20-8:30    Welcome
Steve Shaw, Seminar Co-chair, Issaquah
Sou Bounlutay, Seminar Co-chair, Seattle

              8:30 – 9:00    Choosing the Land: Where are you going to get your cases? Cost Effective Marketing 
Networking, Social Media, Facebook
Wondering where your next case is going to come from is a concern of every lawyer.  There are many companies out there who will make promises about leads they will send you, and they will charge you an arm and a leg for them.  There are also ways of marketing and networking that do not cost large sums of money.  The internet and other low-cost solutions are there for the taking.
Steve Shaw, Issaquah

              9:00 – 9:30    Hiring the Contractor: How are you going to manage your cases? Support staff and software 
Running an office on a shoestring budget
Managing your caseload is key to moving a case to resolution.  There are a million ways to do it, but you can overspend on time and money with the wrong one.  What are the questions I should be asking myself, and what are my options?
Sou Bounlutay, Seattle

           9:30 – 10:00    Developing the Property: Where are you going to work? Workspace 
Banding together, developing a niche practice
It used to be that you had to have an office, with nice art and view to impress clients. Nowadays, clients are more focused on value and results. Office share, virtual office and working from home are all reasonable places to build your practice. There are pros and cons with every situation, but on balance, there are resources out there to help. 
Scott Carness, Edmonds

         10:00 – 10:15    Break

         10:15 – 10:45    Remodeling the Tear-Down: Taking the leap – moving from an established practice to a solo practice
Subtopics: Perils and Pitfalls 
You’ve worked for someone else, but you are ready to go out on your own.  How do you make that transition?  What should you be prepared for?
Katherine Mason, Seattle

         10:45 – 11:30    Financing the Construction: How will you manage the money? Finance and Budget 
The biggest problems lawyers have with the WSBA is over how they handle their trust accounts.  There are time-tested ways to avoid the problems trust accounts can create, especially for plaintiff’s lawyers that use trust accounts with tort recoveries.
Cheryl M. Heuett, WSBA Senior Auditor, Office of Disciplinary Counsel  

         11:30 – 12:15    Passing Inspection: How will you stay out of trouble? Malpractice 
Conflicts of interest; crafting ethical fee agreement; determining who your client is; using correct terminology; dealing with 3rd party payers; providing for the end of attorney/client relationship
Plaintiff’s lawyers have their own variety of pitfalls when it comes to malpractice, but all lawyers face similar challenges.  How can we prepare so that we can mitigate those dangers?
Jeanne Clavere, WSBA Office of Disciplinary Counsel

         12:15 – 12:45    Lunch 

              12:45-1:15    Apprentice to the Builder: Where can you go for help? Professional resources 
The Bar and other professional associations have a wealth of resources that you may not be aware of. Find out what’s out there, so you are not re-creating the wheel.
Peter Roberts, Practice of Law Advisor, Seattle

              1:15 – 1:45    Putting On an Addition: What will you do if you grow? Forecasting and Planning. 
What happens when we grow?  How to recognize the need, prepare for the challenges, and plan for growth to build a better firm.
Jason Epstein, Bellevue

                1:45-2:15    Hiring the subcontractor: What you can do yourself, and what you can’t, hire out
Running a plaintiff’s practice is expensive.  Labor, vendors, experts – they all cost money and budgeting for those services is key.  Find out how to forecast and manage your resources to ensure an efficient result.
Heather Pearson, Issaquah

              2:15 – 2:30    Break

              2:30 – 3:00    Building to Code: What not to do online 
Improper solicitation, Promise-making on websites
Our industry has rules and regulations that impact social media use and online advertising activities.  Learn them and how to use what can be done to your benefit.
Josh King, VP & General Counsel of AVVO

              3:00 – 3:30    Putting Out the For Sale Sign: The power of the blog
“A professional’s best work comes via relationships and word of mouth, and building online visibility is imperative for business development today, and authentic online engagement accelerates relationships and word of mouth.” – Kevin O’Keefe.
Blogging is the way for lawyers to connect with and foster relationships with those who will come to know you and what you do.
Kevin O’Keefe, CEO of LEXBLOG

              3:30 – 4:00    Closing the Deal: Building a website and getting it seen 
Websites, SEO, Mobile, Tracking
Websites are more than meets the eye.  Analytics, optimization, and more are key terms that will guide even the beginner to better results from an online presence.  Learn how the right tools can make your online efforts more successful.
Devon DeLapp, DeLapp Design, Seattle