Consulting Services

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Experience Matters

The State Bar and my judicial district’s Chief JudgeStacey Phipps have appointed me multiple times to serve as Trustee to close law practices for attorneys who had legal/disciplinary or health issues.  I stepped into messy situations and quickly ascertained case status, assisted clients in obtaining their files and securing new counsel, and handled financial and audit matters related to winding down each practice.  I served as  a member of Lawyers Mutual’s “HELP” Team where we developed materials and presentations to assist lawyers with “Handling Emergency Legal Problems.”

Contact me for help with:

  • Case Management
  • Auditing
  • Client Relations
  • Policy Manuals
  • Best Practices
  • Transition Planning
  • File Management
  • Organizational Systems

Recent Articles:

Solo or Small Firm Practitioners – How to Prepare for Extended Leave
Preparing for the Unexpected – an Ethical Duty


If your office currently looks like this:

Cluttered OfficeIt could look like this!

Organized File System