Start Here

A guided learning path from exploring to launching to running your solo practice. Work through the stages in order, or jump to what you need.

The 8-stage launch path

1. Assess readiness

Take the Solo Practice Readiness Assessment. Score eight dimensions — no pass/fail, just strengths, risks, and next actions.

2. Select a model

Choose business and practice models that fit your capital, risk tolerance, and client type.

3. Check bar & jurisdiction

Confirm licensure, registration, CLE, advertising, trust, and entity rules in your jurisdiction.

4. Form the business & finances

Entity formation, EIN, banking, IOLTA, accounting, and tax elections — with professional review.

5. Insurance & technology

Professional liability, cyber, and general coverage. Secure practice management, storage, and backup.

6. Core workflows

Intake, conflicts, engagement, matter, calendar, billing, and trust-account controls.

7. Ethical marketing

Website disclosures, advertising review, and client-acquisition systems that comply with your rules.

8. Soft launch

Open for business with a controlled first wave of clients. Review at 30, 60, 90, 180, and 365 days.

Candid self-assessment

Solo Practice Readiness Assessment

Score eight dimensions of readiness. We return strengths, risks, missing foundations, and concrete next actions — never a "qualified" or "unqualified" label. Honest input produces a useful plan.

Financial runway
Savings, overhead, and collection timing
Subject-matter competence
Depth in your practice area
Business development
Comfort with sales and marketing
Systems & organization
Processes, checklists, and tools
Risk management
Conflicts, calendar, and documentation
Technology readiness
Tools, security, and backup
Support network
Mentors, backup counsel, and community
Personal capacity
Boundaries, workload, and well-being

Partner launch resource

LegalFuel — Start a Law Firm (The Florida Bar)

A free, bar-published hub that walks new solo and small-firm founders through the same decisions this path covers — incorporation, office space, trust accounting, technology, and marketing — with checklists, articles, podcasts, and free CLE. A strong external companion to the stages above, especially for Florida practitioners (much of the ethics and trust guidance tracks the national model rules).

Getting Started
Checklists and resources for taking the first steps.
Trust Accounting
Setting up and managing a client trust account.
Office Space
Brick-and-mortar vs. virtual — own or rent.
Technology
Cybersecurity, software trends, and discussion boards.
Marketing
Strategies so the world knows you're great, too.
Member Benefits
Free or discounted products and services for bar members.
Visit LegalFuel — Start a Law Firm

Practice 2.0 — Start Your Practice (State Bar practice-management program)

A bar-run practice-management program modeled on the State Bar of Arizona's "Practice 2.0" hub. It publishes start-your-practice guides, a full library of client and trust-accounting forms, succession-planning resources, and practice-management best practices. It's a useful national reference for what a well-organized bar practice-management program offers — and a model for the resources your own state bar may provide. Look for the equivalent program in your jurisdiction.

Start Your Practice
Guides and checklists for launching a new practice.
Practice Forms
Client, engagement, fee-agreement, and trust-accounting forms.
Trust Accounts
Setup, reconciliation, and compliance guidance.
Succession Planning
Planning for departure, disability, or retirement.
Best Practices
Ethics and practice-management guidance.
Member Discounts
Vetted vendors and bar-negotiated savings.
Visit Practice 2.0 — Start Your Practice

Review milestones

1
30 days review
Check KPIs, finances, and systems
2
60 days review
Check KPIs, finances, and systems
3
90 days review
Check KPIs, finances, and systems
4
180 days review
Check KPIs, finances, and systems
5
365 days review
Check KPIs, finances, and systems