How Solid Workflows Can Save Your Solo Practice from Chaos | First Flight #9

How Solid Workflows Can Save Your Solo Practice from Chaos | First Flight #9

From New Solo by Legal Talk Network

October 23, 2025 · 43 min · Season 1 · Episode 164

About this episode

This episode discusses how solid workflows can enhance client relationships and reduce chaos in a solo practice.

Starting your solo firm means building good habits from day one and that begins with your intake process. In this episode of New Solo: First Flight, host Adriana Linares revisits her conversation with Chad Burton, co-founder of Modern Law Practice and CEO of CuroLegal, about how thoughtful workflows create better client relationships and fewer headaches. From conflict checks and engagement letters to managing matters in Clio and working with virtual assistants, Chad shares how documenting your processes can help your firm grow smoothly and ethically. Plus, Adriana Linares and Rio Laine from ALPS Insurance break down why consistent intake procedures and clear engagement letters are key to avoiding malpractice claims and protecting your peace of mind. Hear the original episode with Chad Burton Learn more about ALPS Insurance. Receive email notifications every time we release a new episode.

People in this episode

Host: Adriana Linares

Guest: Chad Burton

Topics covered

  • solo practice
  • workflows
  • client relationships
  • intake process
  • malpractice claims

Keywords

  • solo firm
  • intake process
  • workflows
  • client relationships
  • malpractice claims

Mentioned in this episode

Organizations: Modern Law Practice, CuroLegal, ALPS Insurance

Products: Clio

More episodes of New Solo

Explore listener stats, chart rankings, contacts and more on the New Solo podcast page.