Lawyer's Learning Center with DHIA

Daniels-Head Insurance

DHIA exists to help our customers and prospective customers find appropriate solutions for their business insurance needs. We created this podcast to provide an audio version of our informational resources. We deliver insightful information on Professional Liability Insurance, discuss business insurance solutions, and unpack the phases of running a business.
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Law Firm Business Development and Marketing Tools [Remix]

Law Firm Business Development and Marketing Tools [Remix]

In this episode, we're offering a powerful 2-pack toolkit to help attorneys start planning for the new year and tackle key considerations for 2025.First, we explore essential components of a successful business plan for your law firm. We'll start by diving into how to create business plan objectives and outline the five key components for designing a strong Law Firm Business Plan. To make things even easier, we've included a guided template to help jumpstart your planning – download your free copy in the "More Resources" section below.Next, we share sixteen creative marketing ideas to help you take your law practice to the next level for little to no cost. Effective marketing does not have to be expensive. With creative strategies, you can build your law practice without draining your budget.BONUS: If you are going all in on your law firm in 2025, check out episodes 7 and 8 of Season 6, where we break down five fundamental strategies to keep in your law firm playbook. More Resources:Business Plan Guide for Growing Law FirmsTask Evaluation For An Efficient Law Practice12 Marketing Ideas for Attorneys5 Tips for Navigating Law Firm Success This Year – Part 015 Tips for Navigating Law Firm Success This Year – Part 02 ════════════════════ Sign up for email reminders so you catch every episode. Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

Episodes

Law Firm Business Development and Marketing Tools [Remix]

Law Firm Business Development and Marketing Tools [Remix]

In this episode, we're offering a powerful 2-pack toolkit to help attorneys start planning for the new year and tackle key considerations for 2025.First, we explore essential components of a successful business plan for your law firm. We'll start by diving into how to create business plan objectives and outline the five key components for designing a strong Law Firm Business Plan. To make things even easier, we've included a guided template to help jumpstart your planning – download your free copy in the "More Resources" section below.Next, we share sixteen creative marketing ideas to help you take your law practice to the next level for little to no cost. Effective marketing does not have to be expensive. With creative strategies, you can build your law practice without draining your budget.BONUS: If you are going all in on your law firm in 2025, check out episodes 7 and 8 of Season 6, where we break down five fundamental strategies to keep in your law firm playbook. More Resources:Business Plan Guide for Growing Law FirmsTask Evaluation For An Efficient Law Practice12 Marketing Ideas for Attorneys5 Tips for Navigating Law Firm Success This Year – Part 015 Tips for Navigating Law Firm Success This Year – Part 02 ════════════════════ Sign up for email reminders so you catch every episode. Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

Strategize and Improve Your Law Firm's First Impression to Attract Clients

Strategize and Improve Your Law Firm's First Impression to Attract Clients

First impressions are crucial, especially in the legal industry. Prioritizing your law firm's first impression is imperative to successful growth.In this episode, we discuss five strategies for improving how a potential client first sees you by increasing your digital footprint and enhancing your services once they walk through your doors. More Resources:Marketing Tactics For Law Firm GrowthCommunication is the Key to a Successful Law FirmClient Relations ChecklistTask Evaluation For Law FirmsTime is Money – Time Saving & Management Tips for AttorneysStarting A Law Firm Business Plan ════════════════════ Sign up for email reminders so you catch every episode. Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

10 Leading Reasons Attorneys Get Sued and Mitigating the Risks Involved

10 Leading Reasons Attorneys Get Sued and Mitigating the Risks Involved

In this episode, we discuss the ten top reasons attorneys get sued. We break down the risks associated, cover the impact the error or omission can have on a client, and share tips to mitigate risk in your law practice.The 10 leading reasons discussed are:negligence,breach of confidentiality,missing filing deadlines, inadequate case evaluation, poor client communication, inexperience, administrative errors, conflict of interest, failure to follow client instructions, and professional misconduct. Understanding the nuances of these risks empowers law firms to proactively prepare and respond effectively.More Resources:Communication is the Key to a Successful Law FirmClient Relations ChecklistSuggested Documentation Best Practices ChecklistTask Evaluation For Law FirmsTime is Money – Time Saving & Management Tips for AttorneysMalpractice Claim Response Plan – Don’t Be Alarmed, Be PreparedA Quarterly Mental Reset Guide for LawyersClaims-Made Vs. Occurrence Insurance Policies Explained ════════════════════ Sign up for email reminders so you catch every episode. Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

Law Firm Billing Best Practices and Software Solutions

Law Firm Billing Best Practices and Software Solutions

In this episode, we discuss legal billing best practices, cover five popular software options, and share tips to help you choose the right legal billing software solution for your law firm. We discuss the features, benefits, and pricing of the following legal billing software options:ClioBill4TimeTimeSolvMyCaseZola SuiteAccurate and efficient legal billing is crucial for legal professionals. Educating yourself and your team on billing best practices and software use is key to mastering legal billing. More Resources:Billing Challenges of a Small Law FirmThe Art Of Getting PaidUsing Legal Tech to Productize Your ServicesLegal Case Management Software vs. Customer Relationship Management Software (or CRM)Conflicts of Interest – Suggested Best Practices ════════════════════ Sign up for email reminders so you catch every episode. Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

10 Tips to Level Up Your Customer Service

10 Tips to Level Up Your Customer Service

Customer service is essential for acquiring, retaining, and referring clients, making it foundational to a law practice's success. In this episode, we share ten tips to enhance customer service and discuss ideas on how to implement them and their impact. More Resources:Grow Your Law Practice with Client ReferralsClient Relations ChecklistTask Evaluation For Law FirmsTime is Money – Time Saving & Management Tips for AttorneysA Quarterly Mental Reset Guide for Lawyers ════════════════════ Sign up for email reminders so you catch every episode. Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

Legal Productivity Hacks

Legal Productivity Hacks

Are you busy, or are you productive? Busy and productive are often erroneously and interchangeably used. In this episode, we break down the differences and how you can use both to your advantage. We will also cover multiple productivity tips and strategies you can start implementing today!Here are the few popular time-management techniques and strategies we will cover in this week's episode:Eat the FrogTime blocking or time boxingPomodoro Technique2-minute RuleThe Pareto Analysis, or 80/20 RuleDeep work concentration methodsThe Seinfeld Strategy More Resources:Task Evaluation For Law FirmsTime is Money – Time Saving & Management Tips for AttorneysA Quarterly Mental Reset Guide for Lawyers ════════════════════ Sign up for email reminders so you catch every episode. Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

Communication is the Key to a Successful Law Firm

Communication is the Key to a Successful Law Firm

In business, especially in the ever-evolving legal space, communication is an invaluable tool that has distinguished itself as the master key to success. Effective communication requires an understanding of various elements and quality communication requires deeper skills that can be enhanced.In this episode we discuss tone, body language, active listening, emotional intelligence, clear language, constructive dialogue, and strategies to improve communication skills. More Resources:Suggested Documentation Best Practices ChecklistClient Relations ChecklistGrow Your Law Practice with Client ReferralsTime is Money – Time Saving & Management Tips for Attorneys ════════════════════ Sign up for email reminders so you catch every episode. Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

Understanding the Stealth of Social Engineering Tactics

Understanding the Stealth of Social Engineering Tactics

In this episode, we delve into Social Engineering. We discuss the tactics of attack cybercriminals use and outline defensive best practices to implement in your law firm.While this episode focuses on Social Engineering, we also go over other common cyber threats law firms should be aware of and what should be included in cybersecurity training. More Resources:Cyber Liability Self-AssessmentRequest a Cyber Liability Insurance EstimateIs Your Law Firm Prepared for a Cybersecurity Breach? ════════════════════ Sign up for email reminders so you catch every episode. Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

The Costs and Benefits of Having Cyber Liability Insurance

The Costs and Benefits of Having Cyber Liability Insurance

In today's digital age, the rise of cybercrime fuels the dreams and ambitions of cybercriminals. If you aren't actively defending your data and protecting your business with cyber insurance, you could be supporting their dreams. In this episode, we explore the costs and benefits of Cyber Liability Insurance. We'll discuss the differences between standalone policies and bundled or add-on options with Professional Liability Insurance, the unique exposures law firms face, and proactive measures you can implement. More Resources:Podcast Episode Mentioned (S08E04 "Is Your Law Firm Prepared for a Cybersecurity Breach?")Cyber Liability Self-AssessmentRequest a Cyber Liability Insurance Estimate ════════════════════ Sign up for email reminders so you catch every episode. Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

Key Differences Between Cyber Liability Insurance and Data Breach Insurance

Key Differences Between Cyber Liability Insurance and Data Breach Insurance

According to IBM's 2024 Cost of a Data Breach report*, the global average cost of a data breach is at $4.88M, a 10% increase from last year. Many attorneys hear about these large losses and think they're immune. The reality is that law firms store sensitive information that is lucrative to cybercriminals. In this episode, we discuss the differences between cyber liability and data breach insurance, the differences between first- and third-party insurance, and how to consider the options available to you. *Cost of a data breach 2024 | IBM More Resources:Cyber Liability Self-AssessmentRequest a Cyber Liability Insurance EstimateShould You Use Professional Liability Insurance for Cyber Liability Coverage? ════════════════════ Sign up for email reminders so you catch every episode. Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

Who is Responsible for Law Firm Security Breaches? [Replay]

Who is Responsible for Law Firm Security Breaches? [Replay]

Think you're protected? You might be surprised. Even after taking precautions, you could still find yourself facing a lawsuit. But why?In this episode, we break it down:Who owns the data when you use a third-party payment processor?Who is liable for a data breach involving third-party services?What about attorneys accepting credit card payments?How does data ownership law apply to data storage?Tune in to uncover the answers and protect your practice. More Resources:Cyber Liability Self-AssessmentRequest a Cyber Liability Insurance EstimateShould You Use Professional Liability Insurance for Cyber Liability Coverage? ════════════════════ Sign up for email reminders so you catch every episode. Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

Cybersecurity in Your Email Inbox

Cybersecurity in Your Email Inbox

In this episode, we are discussing cybersecurity in your email inbox. Email plays a critical role in our lives, which makes it an attractive target for cybercriminals. Understanding the desire for email access and the tactics used to get in is paramount. Underestimating cybercriminals by thinking your email information isn't captivating is fallacious. A cybercriminal can creatively string together pieces of raw information and material to design an intuitive and tricky phishing email campaign. More Resources:Podcast Episode on Multi-Factor AuthenticationDownload your Cyber Liability Self-Assessment to assess your risk and make a plan!Is Your Law Firm Prepared for a Cybersecurity Breach? ════════════════════ Sign up for email reminders so you catch every episode. Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

User Error Remains a Top Cyber Threat

User Error Remains a Top Cyber Threat

The leading cyber threat remains human error. A user's inadvertent actions create openings for cybercriminals to breach networks and gain unauthorized access to data. So, today, we are discussing how these errors happen, the tactics cybercriminals use to trick users, and some best practices for implementing and mitigating risk.Listen to our Season 8 playlist on YouTube for more on Cyber Liability Exposures and Prevention! More Resources:Cyber Liability Self-Assessment ════════════════════ Sign up for email reminders so you catch every episode. Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

Defending Against Ransomware Attacks, Around Since 1989

Defending Against Ransomware Attacks, Around Since 1989

Today, we are taking a deep dive into ransomware attacks. What they are, how long they've been around, and proactive measures you can take to protect your law firm from this cyber threat. Ransomware attacks have been around for decades, starting with a floppy disk in 1989. Evolving and creatively attacking businesses and everyday users to encrypt sensitive data and demand a ransom for its release. Ransomware attacks are avoidable. Educating yourself on the red flags and triggers, understanding how to sift through the tricks, and safeguarding your data with preventative measures can all mitigate the risk of falling victim to a ransom attack. More Resources:Cyber Liability Self-AssessmentRead our latest article: Is Your Law Firm Prepared for a Cybersecurity Breach? Cost of Cyber Insurance – Cost Drivers and Cost Minimizers ════════════════════ Sign up for email reminders so you catch every episode. Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

Do You Use Multi-Factor Authentication for Everything?

Do You Use Multi-Factor Authentication for Everything?

In this episode, we discuss multi-factor authentication, how it protects data, and why it should be used for everything.2023 held the record for cybersecurity breaches in the legal industry, compared to the previous five years combined. Take today's episode as your sign to recognize the exposures and the vitality of safeguarding your information with the simple but effective multi-factor authentication method. More Resources:Download your Cyber Liability Self-Assessment and take charge over your cybersecurity. ════════════════════ Sign up for email reminders so you catch every episode. Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

Is Your Law Firm Prepared for a Cybersecurity Breach?

Is Your Law Firm Prepared for a Cybersecurity Breach?

In this episode, we go over what a cybersecurity breach is, what it could mean for your law firm, and how you can prepare to protect your data.According to an article from Forbes Advisor, data breaches have increased 72% since 2021. The FBI's Internet Crime Complaint Center reported that more than 880,000 complaints were made by cybercrime victims in the US in 2023. The reported losses totaled over $12.5 billion, a 22% increase from 2022.You can hear all the statistics, but many think the worst won't happen to them. The basic facts are that no one is immune, everyone is a potential target, and the losses are unbelievable. Download your Cyber Liability Self-Assessment and take charge over your cybersecurity. ════════════════════ Sign up for email reminders so you catch every episode. Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

Managing Security for a Remote Law Office

Managing Security for a Remote Law Office

Tune in as we recap an interview with Managed IT expert Zachary Wilcoxen. He shares some important and manageable steps law firms can take to manage the risks associated with remote and hybrid workforces.For more on Zac's company, Pretect Managed IT Services, visit their website at https://pretect.us/. More Resources:Cyber Liability Self-AssessmentDisclaimer:Daniels-Head Insurance Agency (DHIA) seeks thoughts and insights from a variety of individuals and organizations in the industry. The guest content on this podcast represents the individual opinion of the guest and not that of DHIA. Nor is it the opinion of DHIA’s underwriters and business partners. Neither DHIA nor DHIA’s business partners are recommending, endorsing, or sponsoring any companies, or third parties mentioned in this podcast. ════════════════════ Sign up for email reminders so you catch every episode. Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

What is Data Breach Insurance and Why You Need It

What is Data Breach Insurance and Why You Need It

Data Breaches are shockingly common. It's never safe to assume that your business isn't vulnerable. In this episode, we go over what Data Breach Insurance is, the two main types, and what it covers. We also share four tips to help protect your law firm and a valuable resource to quantify your risk. More Resources:Cyber Liability Self-AssessmentPassword Guidelines for Modern Cybersecurity ════════════════════ Sign up for email reminders so you catch every episode. Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

Reviewing the Cyber Liability Self-Assessment

Reviewing the Cyber Liability Self-Assessment

Can you financially survive a cyberattack? Are you as prepared as you want to be in terms of financial status, insurance coverage, or processes?This Cyber Liability Self-Assessment was designed to help you answer these vital questions in three thoughtful steps.Take your assessment and create an action plan. More Resources:Cyber Liability Self-AssessmentTailored Business Insurance Portfolio ════════════════════ Sign up for email reminders so you catch every episode. Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead

Q&A: Professional Liability Insurance Questions Answered

Q&A: Professional Liability Insurance Questions Answered

In this episode, we answer over a dozen questions commonly asked by attorneys and law firms about Professional Liability Insurance. Insurance policies differ. There are different types of insurance, forms, and carriers, and each carrier will be different. It's important to understand the policy you're purchasing. Ask questions and stay curious about what matters to you and your law firm to ensure you get what you need. Partnering up with a knowledgeable and resourceful agent can be one of the best insurance decisions you can make for your business. More Resources:Legal Malpractice eBooksTailored Business Insurance PortfolioProfessional Liability Insurance ChecklistCyber Liability Self-AssessmentBusiness Plan Guide for Growing Law FirmsLearning Center ════════════════════ Sign up for email reminders so you catch every episode. Stay connected with DHIA for updates on webinars, tools, and resources! https://linktr.ee/danielshead