*自2010年8月1日起生效, D.C. 职业行为准则.15 的修订,使参与D.C. IOLTA课程是D的必修课.C. 获得符合iolta条件的资金的靠谱的滚球平台,但有某些有限的例外情况. Rule 1.第19条和D .的附录B.C. 《上诉法院靠谱的滚球平台规则》也被删除. 前规则1的规定.19和附录B现在位于新 §20 of D.C. 上诉法院规则十一. 有关哥伦比亚特区IOLTA的更多信息, click here.
Prepare a Business Plan
1. Executive Summary
- Mission Statement
- Description of Law Firm
- Firm Goals and Strategy
- Practice Areas
- Pro Bono Activity
- Financing Requirements
2. Firm’s Description
- Name & Ownership
- 决策与运作
3. Marketing Strategy
- Target Market
- Budget
- Local Economy
- Marketing Plan
- 现有及潜在客户
- Competition
4. Firm Economics
- Start–up Costs
- Billing Projections
- Expenses
- Overhead Review
5. Financial Plan
- Budget
- Financing Sources
- Break–even Analysis
- Financial Projections
选择实体类型并了解原因
1. Sole Proprietorship
2. General Partnership
3. 有限责任合伙
4. 专业服务公司/专业协会
5. 专业有限责任公司
办公空间考虑
- Geographic Location
- Competition/Cooperation
- Size
- Home Office
- Office Services Suite
- Space Sharing
- Lease/Ownership
Accounting
1. 与注册会计师或会计见面
- Set up Chart of Accounts
- 建立会计程序
2. 内部/外部动态
3. Purchase Software
4. Payroll Services
开立银行及信托帐户
1. Operating Account
2. IOLTA (DC Mandatory)
3. Non-IOLTA Trust Account
Secure Technology
1. Secure Software
- Word Processing
- Time and Billing
- Conflicts Checking
- Case Management
- Accounting System
2. Secure Hardware
- Telephone
- Computer
- Printer
- Scanner
- Copier
- Fax Machine/eFax
3. Secure Internet
- 互联网服务提供商
- 高速互联网,有线电视vs. DSL
4. Legal Research
- Fastcase, Westlaw, Lexis-Nexis, Casemaker
- Free/low-cost services
办公室设备、服务及用品
1. 邮资供应商及水表
2. Furniture
3. Telephone System
4. Business Cards & Announcements
5. Office Supplies
6. D.C. 小律所的靠谱的滚球平台福利
Insurance
1. Professional Liability
2. Workers’ Compensation
3. Health Insurance
4. Property, Casualty & Cyber Insurance