Solo and Small Firm Resource Center

  • Image of laptop and coworkers
    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.
  • Image of office and three lawyers
    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.
  • Image of windowed office building
    Going Solo Enjoy the risks and rewards of being your own boss - with the support of the NYSBA Solo & Small Firm Resource Center
  • Technology

    PROFESSIONAL SERVICES GUIDE

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


    MEMBER BENEFITS AND SAVINGS PROGRAMS

    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.


    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 www.nysba.org/Clio to sign up.

  • Forms

    NYSBA Downloadable Forms thumbnail
    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.  Sample forms are for illustrative purposes only.  The current versions of these forms are available upon purchase. 


    Arbitration
    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
    NYSBA Estate Planning System
    Guardianship
    Limited Liability Companies
    Matrimonial Law
    Mechanic's Liens
    Mortgage Foreclosures
    Mortgages
    Power of Attorney Forms
    Probate and Administration of Decedents' Estates
    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 2015, New York State Bar Association. All rights reserved. 

  • Practice Management

    Law Practice Management CLE Programs

    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.

    UPCOMING LIVE LAW PRACTICE MANAGEMENT CLE PROGRAMS AND WEBCASTS:

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    Bridging the Gap CLE | 16.0 MCLE Credits including 3.0 Ethics
    August 9, 2016 (9:00 a.m. – 5:30 p.m.) and August 10, 2016 (9:00 a.m. – 5:00 p.m.)
    Live and Webcast: New York City
    Video Conferences: Albany | BuffaloNEW LOCATION! Washington, D.C.
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    Leadership Development Conference Video Replay | 7.5 MCLE Credits including 1.5 Ethics
    Thursday, August 18, 2016 | 9:00 a.m. – 4:00 p.m.
    LessonsLeadershipSM_jpg Purchase this video replay and receive the American Bar Association's publication
    Lessons in Leadership | Essential Skills for Lawyers (ABA list price of $79.95) 
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    Automobile Litigation | No-Fault in NYS – What You Need to Know Video Replay | 1.5 MCLE Credits in Professional Practice
    Tuesday, August 23, 2016 | 1:00 p.m. – 2:15 p.m.
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    Intellectual Property 101 | Patents and Trademarks Video Replay | 1.0 MCLE Credits in Professional Practice
    Thursday, August 25, 2016 | 1:00 p.m. – 2:10 p.m.
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    Bridging the Gap CLE | 16.0 MCLE Credits including 3.0 Ethics
    November 30, 2016 (9:00 a.m. – 5:30 p.m.) and December 1, 2016 (9:00 a.m. – 5:00 p.m.)
    Live: New York City
    Video Conferences: Albany | Buffalo
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    Risk Management 2016 | 4.0 MCLE Credits in Ethics
    4.0 MCLE Credits in Ethics | 9:00 a.m. – 1:00 p.m. at the dates and locations below:

    September 16, 2016 | Sheraton Syracuse University Hotel Syracuse 801 University Avenue | Syracuse, NY  13210-0801 | Live
    September 23, 2016 | R.I.T Inn & Conference Center | Rochester 5257 West Henrietta Road | Rochester, NY  14467 | Live
    September 30, 2016 | Hyatt Place Buffalo/Amherst | Buffalo 5020 Main Street | Amherst, NY 14226 | Live
    October 7, 2016 | New York State Bar Association | Albany One Elk Street | Albany, NY 12207 | Live
    October 14, 2016 | Melville Marriott | Long Island 1350 Walt Whitman Road | Melville, L.I., NY  11747 | Live
    October 28, 2016 | NY Society of Security Analysts | New York City 1540 Broadway | Suite 1010 | New York, NY 10036  | Live & Webcast
    November 18, 2016 | Elmwood Country Club | Westchester 850 Dobbs Ferry Road | White Plains, NY 10607 | Live
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    2016 Marketing Conference for Small Law Firms
     
    | 7.0 MCLE Credits including 4.0 Ethics 
    Friday, November 4, 2016 | 9:00 a.m. to 5:00 p.m. | Live and Webcast
    Grow Your Practice
    When you attend this program, you will also receive the NYSBA publication
    Grow Your Practice: Legal Marketing and Business Development Strategies
    ($65 value)

    >>> register now  
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    FOR LPM CLE PROGRAMS AVAILABLE ONLINE, ON-DEMAND, CLICK HERE!

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    Our most recent archived webcastS, now available online:


    AVAILABLE NOW:
    Find all Bridging the Gap Segments you can bundle here!

    Need only Professional Practice Credits?
    Need only Ethics Credits?
    Need only Skills Credits?

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    Microsoft Word in the Law Office and Document Automation Systems | 3.0 MCLE Credits in Skills
    How to Dramatically Improve Speed and Accuracy While Drafting Complex Legal Document

    How to Achieve Meaningful Paper Reduction in Your Practice | 3.0 MCLE Credits in Law Practice Management
    A Lawyer's Guide to Adobe Acrobat, Scanners and PDFs

    Starting a Solo Practice in New York 2016 | Basic Business Skills for Starting and Running a Successful Practice | 8.0 MCLE Credits including 3.5 Ethics
    Get an overview of what it takes to start your own practice, from choosing a business entity to choosing office space and attracting new clients.

    The Changing Landscape of the Legal Profession | 2.0 MCLE Credits including 1.0 Ethics
    With continued efforts to bridge the serious justice gap between those in need of legal services and those represented by counsel.

    Legally LinkedIn | What Lawyers Need to Know about LinkedIn and Ways to Market Yourself and your Practice | 1.5 MCLE Credits in Ethics
    Learn how to attract clients and develop business. Seasoned faculty will provide practical ideas you can implement right away. Panelists will share advice on LinkedIn marketing, targeted prospecting and social media. Panelists will also explore the limitations placed on lawyers by the ethics rules. Leading authorities on legal ethics will discuss the New York Rules of Professional Conduct, case law, and ethics opinions governing the marketing of legal services by lawyers. 

    Structuring the Leadership Role of the Managing Partner | 2.0 MCLE Credits in Professional Practice
    A Managing Partner ensures alignment of people - - that partners have input, are heard, and that opinions are considered through strong communication and effective listening skills and through effective mentoring. A Managing Partner is accountable for effecting change and execution of the Firm’s strategies through the activities and priorities of the Board. 

    Bridging the Gap | March 2016 | 16.0 MCLE credits
    This program is available as segmented, single agenda items. Click here to find the full list.


    2016 Marketing Conference for Solo Practitioners:
    Using Technology and the Internet to Turbo-Charge Your Business Development Success
     | 7.0 MCLE Credits including 3.0 Ethics
    Combining a discussion of basic best practices with a review of ethics-based opportunities and constraints, this program will provide an overview of technology and Internet resources to grow your firm. Learn how to use technology and Internet resources to target the clients you want to build your practice effectively and efficiently.

    Applying for Cyber Insurance 101:
    Navigating the Cyber Policy Application and Cyber Security Practices for Law Firms
     | 2.0 MCLE Credits in Law Practice Management
    Many attorneys, particularly those in small to mid-size law firms, have questions about cyber insurance, such as: why they should consider purchasing this type of insurance, what the questions in the application are asking and why insurance companies are even asking these questions.  This program will cover the basics of applying for cyber insurance and navigating the application process.

    "Virtual" World View- Ethics of a 21st Century Office | 1.0 Ethics Credit
    The program offers the opportunity to hear from Attorney Ekaterina Schoenefeld, and covers Judiciary Law Section 470.

    "LPM Day" Leadership Conference | 7.5 MCLE
    Tips for Structuring the Leadership Role of Managing Partner and Implementing a Leadership Structure in Law Firms; The Obligation and Importance of Attorney Supervision in Law Firms and Law Departments:  Challenges, Guidelines and Requirements; Competent Supervision | Challenges and Guidelines for the Legal Profession; Managing and Mentoring Millennial Leaders and Technology Concerns for Law Firm Leaders | The Mind of the Lawyer Manager – Using Emotional Intelligence to Build a Team-Driven, Client Focused Work Environment and Being a Leader as a Solo Practitioner – Marketing, Ethics and Maximizing Efficiency

    Bridging the Gap | December 2015 | 16.0 MCLE credits
    This program is available as segmented, single agenda items. Click here to find the full list.

    Virtual Practice | After Schoenefeld v. NY: Where is Your Office? | 2.0 MCLE Credits
    Practicing Law Virtually and Ethically | What Lawyers Need to Know

    Risk Management | 4.0 Ethics Credits
    Program Faculty:
    A. Michael Furman, Esq. | Mark E. Housman, Esq. | Greg Cooke | Marian C. Rice, Esq.

    Attorney Escrow Accounts
    | 4.0 Ethics Credits
    Program Faculty:
    Peter V. Coffey, Esq. | Monica A. Duffy, Esq. | Christine M. Fecko, Esq. | Michael G. Gaynor, Esq. | Timothy J. O'Sullivan, Esq. | Deborah A. Scalise, Esq.

    You can find all LPM CLE on-demand programs here!

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    Get involved with the NYSBA Tech Community. Learn more at http://communities.nysba.org.

    Stay informed. Follow NYSBA LPM on Twitter | http://twitter.com/NYSBALPM.

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