Practicing as a solo can be daunting, especially when it comes to the business management side of the firm. Lawyers are trained to practice law, not to manage an office.

In this webinar, you will learn some practical nuts-and-bolts tools, processes and procedures to build your office management infrastructure in a way that will help you stay within ethical bounds. This is a great course for practitioners starting out straight from law school, going solo after being in a firm where management was handled by staff, and for solo practitioners struggling to manage their practices while juggling client work.

Among other things, the course will cover the following topics:

  • Reliable and consistent billing practices and tools
  • Types of agreements you should have in template format, including engagement, non-engagement and disengagement forms
  • Controlling client correspondence and keeping records of it
  • Calendaring and tools to simplify the scheduling process
  • Conflicts checking tools
  • Trust accounting tips and tricks
  • Resources for help when work overwhelms a solo’s capacity
  • Backup plans
Faculty Member
Megan Zavieh
Zavieh Law

Megan Zavieh is an ethics and state bar defense lawyer. She is the author and editor of the unique digital product The Playbook: The California Bar Discipline System Practice Guide (From investigation through appeal, the pro se attorney’s comprehensive interactive guide to Wonderland), available August 24, 2017 at She launched her solo practice in 2009, focused on working with other lawyers on their discipline and ethics-related issues. Before opening her own practice, Megan worked at a number of firms in litigation, including Schulte Roth & Zabel LLP, K&L Gates LLP and Dechert LLP. Megan earned her J.D. from the University of California at Berkeley School of Law in 1999, and served in a Federal Judicial Clerkship in the United States Court of International Trade, under Hon. Even J. Wallach from 1999-2001.

CLE Credits (Law)

NALA--Credit not available
NFPA--Credit not available
AL1.5 Ethics
AK1.5 Ethics
ARNot Available Ethics
AZ1.5 Ethics
CA1.5 Ethics
CO1.8 Ethics
CT1.5 Ethics
DE1.5 Ethics
FL1.8 Ethics
GA1.5 Ethics
HI1.5 Ethics
IA1.5 Ethics
ID1.5 Ethics
IL1.5 Ethics
IN1.5 Ethics
KSNot Available Ethics
KY1.5 Ethics
LA1.5 Ethics
ME1.5 Ethics
MN1.5 Ethics
MO1.8 Ethics
MS1.5 Ethics
MT1.5 Ethics
NC1.5 Ethics
ND1.5 Ethics
NENot Available Ethics
NH1.5 Ethics
NJ1.8 Ethics
NM1.5 Ethics
NV1.5 Ethics
NY1.8 Ethics
OH1.5 Ethics
OK1.8 Ethics
OR1.5 Ethics
PA1.5 Ethics
RINot Available Ethics
SCNot Available Ethics
TN1.5 Ethics
TX1.5 Ethics
UT1.5 Ethics
VANot Available Ethics
VT1.5 Ethics
WA1.5 Ethics
WI1.8 Ethics
WV1.8 Ethics
WY1.5 Ethics

In some CLE states, the course will be submitted to the bar after you register. If for any reason the course is not approved, we will fully refund your registration fee. If a state is listed on this course, then we are confident the course fits that state's standards and already is or will be approved for credit.

100% of attendees recommend this webinar

5 out of 5 stars
from 2 customer reviews


5 out of 5


5 out of 5

Excellent information. Grounded, realistic, and helpful. Megan is easy to listen to for 1.5 hours as she has a non-stilted conversational style, with enjoyable enthusiasm and cadence.

What is a webinar?

A webinar is simply a seminar that you attend online. You either watch a live video feed of the speaker or listen to the speaker through your computer, tablet or phone’s audio.  You see the speaker’s slides, videos, and other presentation materials on your screen.

Can I ask questions during the webinar?

Yes. During the live webinar, you may submit questions and comments and the speaker will respond verbally. For a recorded webinar, your questions will be emailed to the speaker. You will typically receive a response from the speaker within two business days.

Can I attend using a tablet or smartphone?

Yes. You may attend a webinar using a computer, tablet or smartphone.

If I can’t attend a webinar live, can I view the recording later?

Yes. Shortly after each live program ends, we send all webinar registrants a link to the webinar recording. You can view the recording as many times as you like after the live webinar for up to 12 months.

What is an on-demand webinar?

An on-demand webinar is a previously recorded webinar that you may view at any time after your purchase for up to 12 months.

Can I stop a recorded webinar and start it later at the same point?

You can stop a recording and later log back in and navigate to any point in the webinar. The system will not force you to view the entire recording from start to finish.

Can I listen to recorded webinars on a tablet or smartphone?

Yes. You will be able to listen to any of our on-demand webinars on your computer, tablet, or smartphone.

Is there a deadline to register for a webinar?

You can register for a live webinar up until the time the webinar begins.

Am I able to pay by check or through a Purchase Order?

Yes. Register normally and choose the “pay by check” option. We will then email you an invoice. You can email any Purchase Order numbers to us.

Can I view the webinar even if Clear Law Institute has not yet received my check?

If you are paying by check or using a Purchase Order, you may view the live or recorded webinar even if we have not yet received payment.

To complete the payment process, what if I need Clear Law Institute’s W-9 or vendor registration forms completed?

If you need any additional forms or information to complete the payment process, please call us at 703-372-0550 or contact us.

I have not received an email with instructions on accessing the webinar.  What should I do?

Please check your spam folder as the instructions email may have ended up there. You can also access the webinar by logging into your account and clicking on “Attend Webinar.” If you still cannot locate the Event URL, please call us at 703-372-0550 or contact us and we will make sure you receive the instructions immediately.

Do the webinars qualify for Continuing Education Credit?

Almost all of our webinars are approved for continuing education credit, including CLE (in all states), CCB, CPE, HRCI, IRS and SHRM credit.  Unlike many providers, we don’t charge you any additional fee to process your credit.  If you have specific questions, please call us at 703-372-0550 or contact us.

Can I still receive Continuing Education Credits if I view the webinar recording instead of the live presentation?

In most cases, the answer is yes. Recorded webinars are not eligible for CLE credit in the following states: AR, KS, MS, NE, and RI. In all other jurisdictions, recorded programs are eligible for credit. In addition, CPE credit is not available for recorded webinars. Please note that recorded webinars are only eligible for a certain period of time based on the jurisdiction. To ask about your specific type of Continuing Education Credit or the requirements in your jurisdiction, please call us at 703-372-0550 or contact us.

Will I receive a certificate of completion after the course?

Yes. A certificate of completion will automatically be uploaded to your Clear Law Institute account after completing the live or on-demand webinar.

Do I need to be a member to receive a certificate of completion?

No. An account will automatically be created for you when registering for a webinar. You will then be able to access your certificate of completion after completing a webinar.

How do I determine my states’s CLE requirements.

Please find your state listed here with instructions for calculating the number of credits in your state.

How will I submit my attendance to receive CLE credit in my state?

Please find your state listed here with instructions for confirming your CLE attendance.

What can I find in my Clear Law Institute account?

Your account is where you can find a list of all webinars you’ve registered for, download event materials, and download certificates after completing webinars. All of this information will be kept in your account so that you can easily track your webinar registrations and continuing education credits.

I completed a webinar, but it is still showing as incomplete in my account.

You may need to hit the verify attendance or mark as complete button next to the webinar title in your account. If hitting this button does not work, please call us at 703-372-0550 or contact us.

The materials for my upcoming webinar aren’t available to download.

Materials are available 24 hours prior to the live webinar. If it is past this time and you are unable to download the event materials, please call us at 703-372-0550 or contact us.

I downloaded my certificate of completion, but it doesn’t have my continuing education information listed on it.

You may need to update your continuing education profile. You can do this in your account under the My Profile tab. Once updated, this information will be automatically updated on your certificates.

I can’t find my account password.

You can reset your account password here. Your username will always be the email address that you used to register for the webinar.

How does the money-back guarantee work?

Clear Law Institute stands behind all of its courses with a no-risk, money-back guarantee. If you are not satisfied with the quality of a webinar, we will fully refund your money—no questions asked. If you purchase an annual all-access membership, you can cancel within 14 days for a full refund.

Join thousands of professionals who access our hundreds of courses each year. As a member, you’ll benefit from:

  • Unlimited Live and On-Demand Courses
  • Access Everywhere on Your Computer, Tablet, or Smartphone
  • Continuing Education Credit at No Additional Fee
  • Convenient Access to Your Course, Course Materials, and Certificates
  • Flat, annual fee
  • Money-Back Guarantee
Learn More About the Membership
Money Back Guarantee
Anywhere & Everywhere
Watch Live or Later
Group Discounts
per person
All Webinars
for One Price
Learn More