A step-by-step plan
- 1
Regulatory check
Confirm what your bar or regulator requires of a new sole practice, including notifications, insurance and client-money rules.
- 2
Choose a structure
Sole practitioner, company or another form your jurisdiction allows. Take tax and accounting advice.
- 3
Insurance and money
Arrange professional cover and the accounts you need, including any client account.
- 4
Core systems
Matters, deadlines, accounting, communication and document storage.
- 5
Paperwork
Engagement letter, fee terms, privacy notice, conflict-check procedure.
- 6
Find clients
Define a practice area, tell your network, set up a simple website within advertising rules.
A minimum systems list
| Need | Minimum viable option |
|---|---|
| Matters and deadlines | A matter database with a date-sorted deadlines view |
| Accounting and client money | Software suited to your regulator's rules |
| Documents | Consistent folder and naming convention |
| Security | Password manager, two-factor authentication, encrypted devices |
| Procedures | A short checklist for intake, opening and closing |
First-year habits
- Review deadlines weekly and verify dates from the applicable rules.
- Log time even if you charge fixed fees; it shows what work really costs.
- Track where enquiries come from.
- Keep a monthly figure for cash in, cash out and time unbilled.
Nothing here is legal, tax or financial advice.
Where LawyerOS helps
LawyerOS Starter ($19) gives a new solo practice a matters database, a deadlines database and a home page with deadlines this week and active matters. Pro with AI ($39) adds actions, time, clients, invoices tracking and research. One-time payment. It is a Notion template and does not provide trust accounting, billing or court-rules calendaring.
Frequently asked questions
- How much money do I need to start?
- It varies widely. Build a budget with realistic months of low income and take local advice.
- Can new lawyers go solo?
- Some regulators set experience or supervision requirements. Check yours.
- Do I need an office?
- Not necessarily. See the virtual practice guide, and check your regulator's rules.
- What should I set up first?
- Regulatory compliance, insurance and a matter and deadline system.
About the author
Raghav Handa trained as a lawyer, then spent years building legal technology, from enterprise legal products to custom systems for law firms.
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