Practice Continuity & Financial Security Planning for Solo & Small Firm Lawyers
You’ve built something worth protecting. Let’s make sure it’s done right.
If you couldn't show up for your law practice, what happens to your clients? Your income? The practice and reputation you've worked so hard to build? Many solo and small firm lawyers have addressed pieces of the puzzle, but haven't looked at the big picture. I help you get everything in good order.
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Plan
What happens to your clients if you can't practise?
Ontario's By-Law 7.1 requires a client contingency plan. That's a good start — but it only addresses your clients' interests and instructs your administrator to wind up your practice. A real continuity plan goes further: it protects the practice itself, maps out frameworks to preserve your business as an asset during a temporary absence, and considers ways to protect your income, your lifestyle and your family.
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Protect
What happens to your income if you can't practise?
Your continuity plan doesn't pay your mortgage. If you were off work for six months — or couldn't come back at all — could your family keep going? Most lawyers assume the answer is yes until they do the math. We help you put the financial frameworks in place to fund your life.
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Preserve
Is your practice built to survive without you?
You've spent years building a practice. A continuity plan makes sure it doesn't fall apart while you're not there. It addresses the practice's fixed costs, puts legal agreements in place for a successor (either temporary or permanent,) and keeps everything current year after year.
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Prosper
When you’ve done thorough planning, you're not just covered. You're resilient.
You have options. You can weather a bad stretch without losing what you've built. You can make decisions about your future from a position of strength, not panic. And when you're ready to step back — whenever that is, on whatever terms you want — the groundwork is already done.
Standalone Service
LSO Bylaw 7.1 Compliance Package
Making a plan to protect your clients’ interests in now mandatory in Ontario. Need help? I offer a standalone compliance package — everything you need to meet By-Law 7.1 requirements and check the box on your Annual Report.
Structured & convenient intake process—no forms for you to fill out or docx to mess with
Fully documented client contingency plan
Administrator designation
Trust account authority guidance and bank template letters
Technology and access protocols
Implementation and annual review guidance
$1599 plus HST