Articles & FAQ guides
Authoritative guides, recurring commentary, and procedural series published for practicing attorneys.
The Legal Tech Blog
Regularly updated analysis of software tools, cloud computing ethics, cybersecurity protocols, and workflow automation.
The Legal Tech Podcast
Audio discussions exploring emerging technology developments, ethical boundaries, and digital practice management.
Our recent Pennsylvania case law analysis
Systematic summaries and legal commentary on pivotal decisions from the Supreme, Superior, and Commonwealth Courts.
Pennsylvania Disciplinary Process Guide Series
A practical three-part series guiding attorneys through informal inquiries, formal hearing defenses, and reinstatement burdens.
Books & publications
Authoritative books and treatises on legal ethics and practice management authored by Daniel J. Siegel.
Changing Law Firms: Ethical Guidance for Pennsylvania Law Firms and Attorneys (Third Edition)
The newly released third edition of the comprehensive manual for ethical partner departures, firm dissolutions, client files, and practice sales, with ethics opinions, letters and forms.
Fee Agreements in Pennsylvania
This book is a guide for attorneys on how to craft a well-written attorney/client fee agreement that clearly defines attorney and client responsibilities and helps to avoid fee disputes. Sample fee agreements are included. Purchase from our office.
How to Do More in Less Time: The Complete Guide to Increasing Law Firm Productivity
A practical guide for solo and small law firms on automating workflows, eliminating paper, and maximizing billable efficiency.
Checklists for Lawyers: A Practical Guide to Organizing Your Practice
Essential risk-management checklists covering client intake, trust account compliance, trial preparation, and ethics audits.
CLEs & events
Continuing legal education programs presented for the bench, bar associations, and trial lawyer organizations.
Legal Ethics in the Digital Age: Cloud, AI, and Confidentiality
Examining modern electronic security mandates, generative AI verification duties, and metadata protection under Rule 1.1.
Navigating the Pennsylvania Disciplinary Process
Practical guidance on responding to DB-7 letters, hearing committee evidence presentation, and mitigation development.
Changing Law Firms Without Getting Sued
Ethical rules and fiduciary standards governing lawyer departures, client notice letters, and contingent fee allocations.
IOLTA Compliance and Avoiding Disciplinary Audits
Step-by-step trust accounting procedures, three-way monthly reconciliations, and audit defense protocols.