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Creating & Launching a Modern Law Firm on a Tight Budget: Best Practices & Tools 2026


  • City:
  • Start Date:2026-01-30 13:00:00
  • End Date:2026-01-30 16:15:00
  • Length:
  • Level:Various
  • Topics:General Practice

$299.00 ProPass

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Credit States Status Credits Earn credit until

This program is eligible for 3 hours of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 3.6 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

Overview

Launching and managing a modern law practice requires more than just legal skills — it demands sound policies and procedures, ethical awareness, and the right use of technology. This CLE program guides attorneys through the essential steps to create, organize, and operate a successful solo or small firm.

Participants will learn practical strategies and affordable tools for managing every aspect of a modern law office, including:

  • Technology setup: creating a solid foundation for organization and growth by choosing cost-effective hardware, software, and cloud solutions
  • IOLTA and financial management: maintaining compliant trust accounting, time capture, efficient billing systems, and monitoring key performance metrics
  • Records and file management: creating secure, searchable, and ethical recordkeeping workflows
  • Client communication: adopting modern tools that enhance responsiveness while protecting confidentiality
  • Marketing and business development: building a sustainable client base through ethical and effective outreach; investing time and dollars wisely for maximum result
  • Office procedures and automation: Onboarding, remote and hybrid work arrangements, oversight and feedback, and security of people and data

By the end of this session, attendees will have a clear roadmap for building a professional, ethical, and technology-enabled law firm — from initial setup to long-term growth.

Key Takeaways:

  • Identify essential tech tools for small or solo firms that won’t break the budget
  • Understand best practices for IOLTA compliance and financial systems
  • Develop procedures for secure file and records management
  • Explore modern, ethical marketing and client communication strategies
  • Learn how to streamline operations through automation and smart workflows

Faculty

Hon. Mary P. Murray

Judge Mary P. Murray is a Pennsylvania Superior Court Judge having been elected in November of 2017. Judge Murray graduated from Duquesne University in 1992 with a B.S./B.A. in marketing and a minor in psychology. In 1993, she began a joint MBA/J.D.program at Duquesne University, graduating in December of 1995 with her MBA and in May of 1996 with her Juris Doctorate. While at Duquesne Law School, she completed an internship for Judge Joseph L. Cosetti, S.J. for the United States Bankruptcy Court for the Western District of Pennsylvania. She later worked as a research professor for Jagdeep Bhandari, working on immigration matters and research on economic damages in wrongful death and survival actions. Prior to her election to the Superior Court, Judge Murray served the borough of Coraopolis and the townships of Crescent, Moon and Neville as Magisterial District Judge from 2004 through 2017. During this time, she heard over 75,000 civil, criminal, traffic and non-traffic cases. Before being elected as a Magisterial District Judge, Judge Murray worked for various general practice law firms and LandAmerica. During that time, she handled cases involving commercial and residential real estate matters, estate planning and administration, family, civil and municipal law. She clerked in Beaver County for the late Judges Joseph S. Walko, Thomas C. Mannix and James E. Rowley. Since graduating from law school in 1996, until 2017, Judge Murray has maintained a private estate planning and administration practice. Judge Mary P. Murray was appointed to the Minor Court Rules Committee in 2008, serving six years and chairing the committee from 2012-2014. She is member of the Allegheny, Beaver, Florida and Pennsylvania Bar Associations. She was admitted to practice before the United States Supreme Court and the Western District of Pennsylvania. While serving as a Magisterial District Judge, Judge Murray was extremely active in both the Allegheny County Special Court Judges’ Association, having served as President, Director, Vice-President and Secretary; and on the Pennsylvania Special Court Judges Association, chairing the Rules Committee and serving on both the Computer and Court Administration Committees. She serves on the Board of Governors of Amen Corner and was President from 2019-2022. Judge Murray is a member of B.P.O. Elks #1090 and has served Presiding Justice for the organization. She is a former member of the Airport Area Chamber of Commerce. She was appointed in 2022 to Most Sacred Heart of Jesus Parish Council and continues to serve as a lector and Eucharistic Minister. She was appointed as Auditor of Moon Township in 1998and was elected to a six-year term in 1999, serving until elected as a Magisterial District Judge in 2003. Judge Murray was appointed in 2023 to the Appellate Rules Committee. She is a member of PBA Legal Career Transitions and criminal committees. She has served as a Vice-Chair of the Legal Career Transitions Committee since 2022.

Antonio A. Bonnetty, Esq.

Attorney Antonio A. Bonnetty is a dedicated solo practitioner specializing in family law, juvenile dependency, and criminal law. With a wealth of experience and a proven track record of successful outcomes for clients across these critical areas, Attorney Bonnetty is committed to providing exceptional legal representation. Passionate about the law, he seeks to advocate for those in need.
Attorney Bonnetty is actively involved with the Allegheny County Bar Association, fosters relationships within the legal community, and stays updated on the latest developments in the field. Attorney Bonnetty enjoys his volunteer work with Neighborhood Legal Services, focusing on helping Protection from Abuse (PFA) victims, along with participation in various legal clinics, including the “Wills for Heroes” program, and organization within the Allegheny County Bar Association.
In his downtime, Attorney Bonnetty values quality time with family, beekeeping, running, and gardening.
Attorney Bonnetty strives to empower clients with informed legal counsel, guiding them through complex legal challenges with compassion and experience. His goal is to be a steadfast ally during clients’ most challenging times, ensuring their voices are heard and their rights are protected.

Ellen Freedman, CLM

Ellen serves as the Law Practice Management Coordinator for the Pennsylvania Bar Association. In that capacity she assists PBA’s members with management issues and decisions on the business side of their practice, including areas like technology, financial management and profitability, human resources, marketing, risk management, setting up a practice and so forth. PBA members are encouraged to contact Ellen through the 800 “Hot Line” at PBA headquarters, (800-932-0311 x2228) or through email ([email protected]). Ellen is founder and President of Freedman Consulting, which assists PA law firms with a full range of issues and projects on the business side of the practice. More information about Ellen and her law practice management services may be obtained at http:www.FreedmanLPM.com. Ellen holds the designation of Certified Legal Manager through the Association of Legal Administrators (ALA), the credentialing body for the CLM degree. Of the 11,000+ members of the ALA, approximately 300 are certified legal managers. Ellen was one of the first 20 in the nation to have achieved this designation. She holds a Certification in Computer Programming from Maxwell Institute, and a Certification in Web Site Design and a B.A. from Temple University. Ellen was inducted as a Fellow of the College of Law Practice Management in October 2020. Membership in the College is by invitation only. Eligible nominees include those who have made significant contributions to the field of law practice management for over ten years. Since its establishment over twenty years ago, nearly 300 practitioners from 5 different countries have become Fellows of the College. Ellen managed inside law firms for twenty years. Most of that time was spent in a midsize (35+ attorney) firm environment. She launched her consulting practice in 1998 and joined the Pennsylvania Bar Association in 1999. She was a member of the Association of Legal Administrators for over 20 years and founded the Independence Chapter. She is a frequent author and speaker on law firm management issues on a national level.

Jennifer L. Ellis, Esq.

Jennifer Ellis is an attorney licensed to practice law in Pennsylvania and the principal of Jennifer Ellis, JD, LLC, a law practice management and technology consulting firm. Her legal practice focuses on ethics, and her consulting work assists lawyers and legal organizations with technology selection, implementation, and risk management, including cybersecurity and the practical use of artificial intelligence in legal practice.
Jennifer has extensive experience in legal education and professional development and has worked closely with bar associations and continuing legal education providers on the development and presentation of programs for lawyers at all stages of practice. She regularly speaks and writes on legal ethics, law practice management, and emerging technology issues, with an emphasis on helping lawyers evaluate new tools realistically and responsibly. Her work emphasizes clarity, accuracy, and ethical judgment, particularly where law and technology intersect. Find Jennifer online at jlellis.net.


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