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I represent solo and small firms as outside General Counsel, DM if you’d like to chat.
Chase Bank is good. Some small banks’ staff actually don’t know how banks are to administer lawyer trust accounts, but Chase being massive will know. In terms of software platforms I’m a huge fan of Google Workspace and it’s suite of apps for all your needs—its a veritable treasure trove of amazing tools and it’s super inexpensive. Take some time to explore the myriad of apps and add-ons and read how to integrate it with a law practice. You should have Microsoft Word no matter what, a good program for creating jury instructions in your jurisdictions, and WestLaw packaged with all the key practice guides for your areas of practice. I also suggest an online bookkeeping service. I use bench.co and they’re pretty good. Of course watch your books and reports everyday as a solo—bench.co will make that task pretty easy with its reports it generates for you.
Thank you for such a thorough response. Truly appreciate it
Sure thing!