Solo and Small Firm Resource Center

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    What You Need to Succeed NYSBA's Solo and Small Firm Resource Center offers you the support you need to compete in today's legal environment.
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    Collaboration Has Advantages Working alone doesn't mean you don't have opportunities for working together. Your NYSBA membership offers unique ways to connect and collaborate.
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    Going Solo Enjoy the risks and rewards of being your own boss - with the support of the NYSBA Solo & Small Firm Resource Center
  • Events
    • Starting a Practice in New York 2014 LPM CLE Program

      $150 Members* | $250 Non-Members

      Starting a Practice in New York | What You Need to Know
      Friday, May 16, 2014 | 9:00 a.m. – 5:00 p.m.
      7.5 MCLE Credits

      NYC | Affinia Manhattan | 371 Seventh Avenue at 31st
      Sponsored by the Law Practice Management Committee of the New York State Bar Association and the Committee on Continuing Legal Education
      Are you considering opening your own firm? Are you a recent law school graduate just starting out? Are you considering leaving your place of employment and starting your own practice?  The New York State Bar Association Law Practice Management Committee is pleased to present an MCLE program on Starting a Practice in New York.
      This full-day program will provide an overview of what it takes to own your own practice. From choosing a business entity to choosing office space and attracting new clients, this program will provide practical and useful tips for starting a practice in New York.
      Focusing on solo practice, this year's program topics include: setting up bank accounts; general accounting information; tax concerns; setting up IOLA accounts; client retainer agreements and intake forms; collecting payments; leaving your old firm; handling referral business; the ethical issues of using the Internet to market your practice; social media considerations; increasing your list of contacts; and much more.
      This program sells out.  Seating is limited.  Register early and guarantee your seat at the program.

      Registrant Reviews:
      “The course was useful to an attorney in practice for over 25 years. New ideas from other experienced attorneys are always useful. This program was not only good for someone looking to start a practice.”
      “One of the best CLE programs at NYSBA.”
      "Fabulous presenters. Valuable information - thank you for helping me start my practice."


      Agenda Topics

      Starting Your Own Law Practice: The Basics
      ·         Your Business Plan (Yes You Need One)
      ·         Choosing a Legal Entity
      ·         Home Office or Rented Space?
      ·         Your Office Equipment and Technology
      Insurance Considerations - Protecting Your Practice
      Getting Beyond “Everything That Comes In the Door”
      What Type of Law Should You Practice? 
      Choosing the Right Legal Specialty (or Specialties) in a Tough Market
      ·         Identifying Practice Areas with Growth Potential
      ·         Doing “What’s Not Being Done”
      ·         Letting the Market Tell You Who You Are
      ·         When the Client, Not the Practice Area, is the “Specialty”

      Maximizing Your Marketing | Turning Basic Business Cards, Letterhead and Websites into Marketing Statements

      Get the Clients and Cases You Want
      ·         Finding Clients
      ·         Exploiting Your Small Size to Get the Clients and Cases You Want
      ·         Practice and Time Management: Do it Right or Die
      ·         Coordinating With Co-Counsel to Build Your Practice
      ·         Special Pitfalls of Litigation to Avoid
      Managing and Organizing Your Practice
      •    Beyond the Solo Practice
      •    When Should You Hire Your First Associate, Paralegal, or Administrator?
      •    Human Resource Issues (Payroll, Insurance, General Accounting)
      •    Technology: Maximizing Efficiency
      •    Practice Management Software
      •    Engagement Letters
      •    Office Policies
      •    Procedure Memos and Templates
      •    Emergency Preparedness
      Becoming a “Bathrobe Lawyer” | How to Build a Successful Solo Practice Out of a Home Office
      ·         Can You/Should You Work Out of Your Home?
      ·         Setting Up Your Home Office
      ·         Marketing, Managing and Growing Your Home-Based Practice
      ·         Time Management for the Home-Based Lawyer
      ·         Dealing with Temptations, Interruptions and “Sidetracks”
      ·         Legal and Tax Issues for the Home-Based Lawyer
      Critical Issues and Ehical Considerations for the Solo Practitioner
      ·         When You Are “More Than a Lawyer”: Conflicts of Interest in the Real World
      ·         Working for Chickens: Investing in Clients and Other Nontraditional Forms of Payment
      ·         What Exactly is the “Practice of Law” and When Is It “Unauthorized”?
      ·         Partnering with Nonlawyers: the Do’s and Don’t’s
      ·         Representing Family Members, Business Partners and Other Multiple Clients
      ·         When Clients Cross State Lines: Doing Legal Work in Jurisdictions Other Than New York
      ·         “Reader, Advisor, Barista, Attorney at Law”: Combining a Law Practice with Other Sources of Income
      Program Fee includes luncheon sponsored by

      USI Affinity
      Refreshment Breaks sponsored by
      VPS Logo
      This program is sponsored by the New York State Bar Association 

      Antitrust Law Section; Commercial and Federal Litigation Section; Corporate Counsel Section; Dispute Resolution Section; Elder Law and Special Needs Section; Entertainment, Arts and Sports Law Section; Family Law SectionGeneral Practice Section; Health Law Section; Intellectual Property Law Section; Municipal Law Section; Real Property Law Section; Senior Lawyers Section; Tax Law Section; Torts, Insurance and Compensation Law Section; Trial Lawyers Section; Trusts and Estates Section; Young Lawyers Section

      Also sponsored by

      Asian American Bar Association of New York; Amistad Long Island Black Bar Association; Injured Workers’ Bar Association; Korean American Lawyers Association of Greater New York; Albany County Bar Association; New York City Trial Lawyers Alliance, Inc.; New York Criminal Bar Association; Orange County Bar Association; Putnam County Bar Association; Queens County Women's Bar Association; Rochester Black Bar Association; Small and Solo Firm Practitioners Committee of the Albany County Bar Association; Schenectady County Bar Association; Society of New York Workers' Compensation Bar Association; South Asian Bar Association of New York; Westchester County Bar Association; Staten Island Women's Bar Association; Yonkers Lawyers’ Association

      *150 Discounted Rate for NYSBA Members, Section Members and Co-sponsoring Organization members through April 30, 2014. 


      Learn more about Law Practice Management Resources |


    • Attorney Escrow Accounts: Rules Regulations & Related Topic

      S 0DL14 2014-03-21 2014-03-21 New York NY Concierge Conference Center 780 Third Avenue New York, NY 10017<br />Concierge Conference Center<br />780 Third Avenue<br /> 4.0 <br/><br/> This course has been approved for all attorneys, including those who are newly admitted (less

  • Technology

    Technology Resources for Your Practice | Maximizing Technology and Your Practice

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    NYSBA's Legal Resource Guide features comprehensive information on products, companies and vendors that may be of interest to attorneys in New York.


    Enhance the efficiency and lower the cost of your practice with special discount programs for NYSBA members. From insurance and financial services to discounted office products, your NYSBA membership gets you dramatic savings on important services every practice needs.

    Save time and money with members-only programs like group health insurance from MVP, financial services from Bank of America, free legal research, discounts on CLE of more than 30%, practice management software, hardware and resources, and much more.


    Announcing NYSBA's New Member Benefit | Fastcase

    The Smarter Alternative for Legal Research
    Fastcase is the leading next-generation legal research service that puts a comprehensive national law library and smarter and more powerful searching, sorting, and visualization tools at your fingertips.
    Fastcase’s libraries are searchable, just like you search the Web or traditional legal research services – by keyword (or “Boolean” search), natural language search, or citation lookup.  What makes Fastcase’s solution smarter is its tools that find the best answers fast, saving you time, and making your practice more competitive to clients.

    NYSBA Partnership with Clio

    Take the management of your practice with you anywhere you go with cloud-based practice management tools from Clio. Handle time tracking and billing, manage client matters and take your files on the go. NYSBA members receive a 10% discount on Clio subscriptions. Reduce your costs, improve your efficiency and focus on your practice. Visit to sign up.

  • Forms

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    Downloadable Forms

    Please note: Downloadable forms are available in electronic format only.  No product will be shipped. 
    Please click on the link(s) below to view the list of forms or to purchase downloadable forms: 

    Best Practices in Legal Management
    Buying and Selling a Small Business
    Commercial Real Estate
    Corporate and Partnership
    Criminal Law
    Debt Collection
    Elder Law
    Enforcement of Money Judgments
    Estate Planning and Will Drafting
    Limited Liability Companies
    Matrimonial Law
    Mechanic's Liens
    Mortgage Foreclosures
    Power of Attorney Forms 2010
    Probate and Administration of Decedent's Estate
    Real Estate Transactions - Residential Property
    Representing the Personal Injury Plaintiff in NY
    Will Drafting
    Zoning and Land Use

    New York State Bar Association Continuing Legal Education products are intended to provide current and accurate information to help attorneys maintain their professional competence. Products are distributed with the understanding that NYSBA does not render any legal, accounting or other professional service. Attorneys using products or orally conveyed information in dealing with a specific client's or their own legal matters should also research original sources of authority. 

    While it is our hope that the information will be extremely helpful to new attorneys, it cannot be stressed enough that all forms should be considered only as a starting point. All forms must be tailored to meet the needs of your client for a particular transaction and researched to make sure they are current and not in violation of any statute or legislation. 

    Copyright 2013, New York State Bar Association. All rights reserved. 

  • Practice Management

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    Law Practice Management resources provide lawyers, law firm managers and legal professionals with information on practice management trends, marketing, client development, legal technology and finance. Whether you’re a solo practitioner or a managing partner at a national law firm, you’ll find law practice management resources to meet your day-to-day practice needs. Checklists, best practices, publications and continuing legal education programs provide up-to-date information and practical tips to help you better manage your law practice.

    Save the Date!

    Free Fastcase Webinar | Learn how to use Fastcase for your legal research needs 
    Friday, April 11, 2014 |  12:00 p.m. - 1:00 p.m. (Eastern Time)
    This program does not carry MCLE Credit.
    Register Online |

    Hiring and Managing Staff | The Lawyer as Employer | A Program for Solo and Small Firm Practitioners
    Featuring Nancy B. Schess, Esq.
    Tuesday, May 6, 2014 | 1:00 p.m. - 3:00 p.m.
    2.0 MCLE Credits

    2014 Starting a Practice in New York | What You Need to Know
    Friday, May 16, 2014 | 9:00 a.m. - 5:00 p.m.
    7.0 MCLE Credits

    Get involved with the NYSBA Tech Community.  Learn more at

    To view the full list of Law Practice Management Programs for members, click here.