I'm getting ready to make the move to go solo. Aside from a trust and insurance, what are the initial must-haves?

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For me, the higher plan of Clio was essential. It enabled me to collect payments for trust accounts and operating accounts, track my time, and easily send out monthly bills. It took me a few weeks to get Clio up and running but if I did it on day 1 my life would have been easier.

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Wow I have no idea where I got $370. Sorry for the bad info guys.

Start a conflicts system day 1 - even if just an excel spreadsheet for now.

Website - make sure it complies with ethics rules, ADA, etc.

Use turn down letters for every prospect that doesn’t engage you.

Send me your retainer agreement for a free educational review - jecunningham@goldbergsegalla.com (I’m on a mission to review 1,000 - at 817 now).

Congrats and good luck!

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