Creating a Well-Oiled Small Firm Machine – C07

The Legal Entrepreneur Track

Session C: 2:15 p.m. – 3:15 p.m.

About the Program
The times they are a-changinand they continue to for small law firm practices. Technology and DIY services pose competition as clients demand more for less. As a solo and small firm lawyer, you are responsible for it all from firm administration and business development to client management and billable work. To be successful, you need to develop strong, modernized business practices to create a well-oiled functioning machine. In this session, we will help you turn your archaic systems into smooth workflows and processes that will lighten administrative burden, improve functionality and workload management, and satisfy clients. We’ll give you the tools and technology to plan and implement changes in your own systems, to take back to your office.  

You Will Learn

      • Technologies and tools that can improve systems and processes in the law office
      • Common problems with updating old protocols and procedures and spot the warning signs
      • Strategies for overcoming challenges in workflow improvements 


Heidi S. Alexander, Lawyers Concerned for Lawyers, Boston, MA 

Heidi S. Alexander is the Deputy Director of Lawyers Concerned for Lawyers, where she helps manage organization operations and leads the Massachusetts Law Office Management Assistance Program (LOMAP). LOMAP provides free and confidential practice management assistance, guidance in implementing new law office technologies, and methods to attain healthy and sustainable practices. She is the author of Evernote as a Law Practice Tool, serves on the ABA’s TECHSHOW Planning Board, and founded the ABA’s Women of Legal Technology initiative. In 2017, Heidi was appointed to the Massachusetts Supreme Judicial Court’s Standing Advisory Committee on Professionalism. She is a native Minnesotan, former collegiate ice hockey goaltender for the Amherst College Women’s Ice Hockey Team, and mother of three young children.She can be reached via email at, Twitter @heidialexander, or LinkedIn

Charity Anastasio, American Immigration Lawyers Association, Washington, DC

Charity Anastasio is a Practice Management Advisor for the American Immigration Lawyers Association’s Practice and Professionalism Center in Washington D.C. She received her JD from Seattle University School of Law in 2007 and opened a solo practice in 2008 focusing on estate planning, probate and family law. In 2013 she joined the Washington State Bar Association’s Law Office Management Assistance Program. In 2015 she became the Director of Profession and Practice Advancement at the Maryland State Bar Association, where she oversaw Law Office Management Assistance and member benefits for a year and a half. Charity advises members on ethics and practice management issues through one-on-one consultations, publications, and presentations, and collaborates with the AILA Ethics Committee and Practice Management Interest Group. She is the co-chair of the ABA Law Practice Division’s Outreach Committee and member of the Professional Development Board.  She is proud to help entrepreneurial immigration lawyers be the champions of justice they were always meant to be. 


CLE Credit: 1.0 Hours (CT: 1.0 General; NY: 1.0 LPM)