Practice 2.0 Frequently Asked Questions

How can Practice 2.0 help you?  We respond to calls and emails on a variety of practice management subjects and we're here to help you with technology, office procedures, communication with clients, marketing, trust account procedures, file retention questions and more.  We also schedule individual 30-minute consultations at the State Bar's Phoenix and Tucson offices.  Call us at 602.340.7332 for more information.

Do you need a trust account?  If you want to know if you need a trust account, or if you do have a trust account and have questions about it, or procedures to manage it, check out our webinar page, review the list of CLE offerings or contact us and we'll direct you.  Call our Trust Account Hotline at 602.340.7305 for answers to your trust account questions.

File retention (or how long do you have to keep that client's file?).  For some answers to some of the more common issues relating to file retention, click here.  Still have questions?  Call us at 602.340.7332.

I'm starting a solo practice, can we help?  Our brand new guide for solo practitioners, Going Solo in Arizona, is a great place to start.  We also have a "start up" packet full of great information for you. 

Planning for retirement, or for unexpected absences from your practice?  We have a succession planning manual and accompanying forms to help you.

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