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# Lawyers Mutual Insurance Of North Carolina

## Sitemaps
- [XML Sitemap](https://lawyersmutualnc.com/sitemap_index.xml): Includes all crawlable and indexable pages.

## Posts
- [Put into Practice, September 2026](https://lawyersmutualnc.com/put-into-practice-september-2026/): AI resources, listening to yourself, Patrick Brown's retirement, time management, and bookmarking in browsers
- [AI POLICY TOOLKIT](https://lawyersmutualnc.com/ai-policy-toolkit/): https://practiceguides.lawyersmutualnc.com/ai-policy/
- [Curiosity, Mindset, and What’s Possible in Legal Practice](https://lawyersmutualnc.com/curiosity-mindset-and-whats-possible-in-legal-practice/): How mindset shapes the way they integrate AI into a litigation practice, paired with live demonstrations of real workflows that reveal what’s actually possible.
- [Put into Practice, August 2026](https://lawyersmutualnc.com/put-into-practice-august-2026/): Adapting abilities as we age, Uta Zacharias's journey through foster care and adoption, CTA final ruling, affordable CPE, communication cadence and the Ctrl+Z shortcut
- [Put into Practice, July 2026](https://lawyersmutualnc.com/put-into-practice-july-2026/): COA 10-day Appeal Deadlines, Unicorn Planters, An Interview with Warren Savage, Notary Public news, changes to LM Board, and more!
- [Lawyers Mutual Announces Collaboration with Querious to Offer Insureds Risk Management and Productivity Legal AI Resources](https://lawyersmutualnc.com/lawyers-mutual-announces-collaboration-with-querious-to-offer-insureds-risk-management-and-productivity-legal-ai-resources/): Lawyers Mutual is pleased to announce a new partnership with Querious, an AI platform designed specifically for lawyers. As part of this partnership, Lawyers Mutual insureds receive an exclusive discount on new Querious subscriptions.
- [Valerie Johnson Selected as Chair of the Lawyers Mutual Board of Directors](https://lawyersmutualnc.com/valerie-johnson-selected-as-chair-of-the-lawyers-mutual-board-of-directors/): Lawyers Mutual is pleased to announce that Valerie Johnson has succeeded Sharon Parker as the next Chairperson of the Board of Directors at Lawyers Mutual. Her leadership, insight, and dedication during her 11 years as a board member made her the logical choice to succeed Sharon. 
- [Lawyers Mutual Welcomes New Board Member Ted Edwards](https://lawyersmutualnc.com/lawyers-mutual-announces-changes-to-its-board-of-directors-4/): Lawyers Mutual, North Carolina’s leading provider of professional liability insurance for lawyers, is pleased to announce the appointment of Theodore (Ted) Edwards II to its Board of Directors, effective Friday, July 24, 2026. Ted succeeds longtime board member Ron Gibson, who will transition to Emeritus status. Ted's distinguished career and awards reflect his dedication and excellence, inspiring confidence in his leadership.
- [Put into Practice, June 2026](https://lawyersmutualnc.com/put-into-practice-june-2026/): Too Much Research and Revision?; 50 State Running Challenge: Laura Loyek; Attorney-Paralegal Relationships; ERISA Bonds
- [Put into Practice, May 2026](https://lawyersmutualnc.com/put-into-practice-may-2026/): Wellness, Burnout and Recovery: An Interview with Will Graebe; The AI-Assisted Client; Wellness for Legal Support Professionals and more
- [Lawyers Mutual Annual Report 2025](https://lawyersmutualnc.com/lawyers-mutual-annual-report-2025/): We are pleased to present the 2025 Lawyers Mutual Annual Report, A Better Insurance Experience.
- [Lawyers Mutual NC Welcomes Summer Law Intern Dominic Ekezie](https://lawyersmutualnc.com/lawyers-mutual-nc-welcomes-summer-law-intern-dominic-ekezie/): Lawyers Mutual NC is pleased to welcome Dominic Ekezie, a rising 2L at Duke University School of Law, as our summer law intern. Dominic graduated summa cum laude with a B.A. in Political Science from the University of Georgia in May 2024.
- [Put into Practice, April 2026](https://lawyersmutualnc.com/put-into-practice-april-2026/): Real Estate Claims and Metallica: Getting to Know Wayne Stephenson; Wrongful death claims under the Camp Lejeune Justice Act; Electronically Stored Wills, Notary Public helps avoid Malpractice Risk; Upcoming CLE; and more
- [Put into Practice, March 2026](https://lawyersmutualnc.com/put-into-practice-march-2026/): Lawyers Mutual’s monthly newsletter is here! Improve your practice with pointers from the Innovation Center for Practice Management on handling pushy clients, discovery requests and Odyssey, unused technology, entrepreneurship for Black women attorneys, and CLE opportunities.
- [Lawyers Mutual Declares Policyholder Dividend for 15th Consecutive Year](https://lawyersmutualnc.com/lawyers-mutual-declares-policyholder-dividend-for-15th-consecutive-year/): Lawyers Mutual has declared a policyholder dividend for the 15th consecutive year. The 2025 dividend – approximately $1 million, or 5.5%, of your 2025 policy premium – will be paid in 2026 at policy expiration. With this dividend, we will return more than $16.24 million to policyholders since 2011, and over $10 million in the last ten years.
- [Effective March 1, 2026:  Why All Lawyers Who Prepare Deeds and Transfer Property Need to Pay Attention to FinCEN’s New Residential Real Estate Reporting Rule ](https://lawyersmutualnc.com/effective-march-1-2026-why-all-lawyers-who-prepare-deeds-and-transfer-property-need-to-pay-attention-to-fincens-new-residential-real-estate-reporting-rule/): FinCEN’s new Residential Real Estate Reporting Rule goes into effect March 1, 2026, and creates federal reporting obligations that extend beyond traditional real estate closings.
- [Put into Practice, February 2026](https://lawyersmutualnc.com/put-into-practice-february-2026/): The latest Innovation Center for Practice Management is here! Discover how to enhance client interactions through technology, navigate the challenges of NC’s e-filing system, and regain control of digital clutter.
- [Put into Practice, January 2026](https://lawyersmutualnc.com/put-into-practice-january-2026/): Read the latest from the LM Innovation Center for Practice Management, featuring risk management articles on client service, retirement, North Carolina’s Odyssey platform, Paralegal Pointers, LM news, and more.
- [Put into Practice, December 2025](https://lawyersmutualnc.com/put-into-practice-december-2025/): Read the newest from the LM Innovation Center for Practice Management. Embrace the holiday spirit, explore AI's role in law, get the latest from our Paralegal Pointer, and more!
- [New Scam Targeting Law Firm Bank Accounts](https://lawyersmutualnc.com/new-scam-targeting-law-firm-bank-accounts/): Lawyers Mutual has recently seen multiple reports involving a sophisticated fraud in which fraudsters pose as representatives from a law firm’s bank. The caller appears credible, they know the firm’s name, account details, and use urgent language to gain trust. 
- [Put into Practice, November 2025](https://lawyersmutualnc.com/put-into-practice-november-2025/): The Innovation Center for Practice Management is here to enhance your legal practice. From understanding the importance of probate bonds to navigating the eCourts era, we provide valuable resources for attorneys. Explore our free CLE opportunities and gain insights into attorney compensation plans.
- [Put into Practice, October 2025](https://lawyersmutualnc.com/put-into-practice-october-2025/): Lawyers Mutual's monthly newsletter is here! Check out the latest from the Innovation Center for Practice Management, featuring: “The Case of the Missing Fingerprints” by Will Graebe, an interview with Kathy Fisher, VP of Underwriting, “What Retiring Lawyers Need to Know About Malpractice Coverage” Paralegal Pointers by Camille Stell, LM News, and upcoming CLEs.
- [Put into Practice, September 2025](https://lawyersmutualnc.com/put-into-practice-september-2025/): Read the latest LM Newsletter - Innovation Center for Practice Management - and learn how law firms can better handle State Bar grievances, master end-of-year billing pressure, and tap into free continuing legal education courses.
- [Put into Practice, August 2025](https://lawyersmutualnc.com/put-into-practice-august-2025/): Check out the latest LM newsletter – the Innovation Center for Practice Management!
- [LM Board Member Valerie Johnson Elected Vice-Chair of Lawyers Mutual Board](https://lawyersmutualnc.com/lml-board-member-valorie-johnson-elected-vice-chair-of-lawyers-mutual-board/): Cary NC — Lawyers Mutual is pleased to announce the election of Valerie Johnson as Vice-Chair of its Board of Directors. Valerie, a well-respected attorney, has served on the Lawyers Mutual Board since 2015.
- [Lawyers Mutual Announces Changes to Its Board of Directors](https://lawyersmutualnc.com/lawyers-mutual-announces-changes-to-its-board-of-directors-3/): Lawyers Mutual, North Carolina’s leading provider of professional liability insurance for lawyers, is pleased to announce the appointment of Nicholas (Nick) Bakatsias to its Board of Directors, effective Friday, July 25, 2025. Nick succeeds longtime board member June Basden, who will transition to Emeritus status.
- [Put into Practice, July 2025](https://lawyersmutualnc.com/put-into-practice-july-2025/): Check out the latest LM newsletter – the Innovation Center for Practice Management!
- [Defending Your Law Firm from Holiday Cyber Threats: A July 4th Cybersecurity Checklist](https://lawyersmutualnc.com/defending-your-law-firm-from-holiday-cyber-threats-a-july-4th-cybersecurity-checklist/): As Independence Day approaches, so do heightened risks from online scams targeting law firms. Scammers often intensify their efforts before holidays. It is crucial for law firms to be vigilant and proactive in defending against ransomware, wire fraud, and social engineering threats during this time.
- [Put into Practice, June 2025](https://lawyersmutualnc.com/put-into-practice-june-2025/): The LM Innovation Center for Practice Management June 2025 Newsletter! Articles include Sammy the Sparrow (R.I.P.) by Will Graebe; Subpoena Assistance – An Added Benefit for Our Insureds by Camille Stell; Learning to Fail Well: Lessons from 1L Year by Jessica Cody; Paralegal Pointer by Camille Stell; LM News and more!
- [Put into Practice, May 2025](https://lawyersmutualnc.com/put-into-practice-may-2025/): Get the latest for the LM Innovation Center for Practice Management newsletter. Articles from Will Graebe, Erik Mazzone, Jon Biggs and Camille Stell - as well as Lawyers Mutual CLE and Risk Management updates.
- [Lawyers Mutual NC Welcomes Jessica Cody as Summer Law Intern](https://lawyersmutualnc.com/lawyers-mutual-nc-welcomes-jessica-cody-as-summer-law-intern/): Lawyers Mutual NC is pleased to welcome Jessica Cody, a rising 2L at North Carolina Central University School of Law, as our summer law intern. Jessica graduated magna cum laude with a B.A. in Political Science from Hampton University in 2024.
- [Put into Practice, April 2025](https://lawyersmutualnc.com/put-into-practice-april-2025/): Read Lawyers Mutual's newest Innovation Center for Practice Management newsletter. Articles include Racing Toward the Finish Line of Death, by Will Graebe; Cyber Insurance for Law Firms: Q&A with Camille and Adam, by Camille Stell; Paralegal Pointer Updates and Reminders re: Emergency Video Notarization and Remote Electronic Notarization by Ann Wall; LM Updates and more!
- [Lawyers Mutual Annual Report 2024](https://lawyersmutualnc.com/lawyers-mutual-annual-report-2024/): We are pleased to present the 2024 Annual Report. As the trusted provider of legal malpractice insurance for North Carolina, we have proudly served our insureds for nearly 48 years. Our commitment to integrity, empathy, and transparency is at the heart of everything we do. We invite you to explore the full report, which provides an overview of our performance and reflects our ongoing efforts to maintain your trust and confidence. READ MORE
- [Put into Practice, March 2025](https://lawyersmutualnc.com/put-into-practice-march-2025/): Read Lawyers Mutual's newest Innovation Center for Practice Management newsletter. Articles include Puzzling Behaviors, by Will Graebe; "Of Counsel" Relationships Properly Understood, by Mark Scruggs; Paralegal Pointer Mastering AI Prompt Writing: A Guide for Paralegals by Camille Stell; LM Updates and more!
- [Lawyers Mutual Declares Policyholder Dividend](https://lawyersmutualnc.com/lawyers-mutual-declares-policyholder-dividend/): We are pleased to announce that Lawyers Mutual has once again declared a policyholder dividend - for the 14th consecutive year. This year’s dividend – approximately $1.5 million, or 8.1% of the final premium on your 2024 policy – will be paid in 2025 as your 2024 policy expires.  With this dividend, Lawyers Mutual will have returned over $15.24 million to policyholders since 2011.
- [FinCEN and Treasury Department Suspend Enforcement of Corporate Transparency Act](https://lawyersmutualnc.com/fincen-and-treasury-department-suspend-enforcement-of-corporate-transparency-act/): On Feb. 27, FinCEN announced that all reporting and enforcement of the CTA would be suspended until a new reporting rule was finalized. Then, on March 2, the Treasury Department issued a press release in which it announced the indefinite suspension of CTA reporting requirements. The Treasury Department said that it would “not enforce any penalties or fines against U.S. citizens or domestic reporting companies or their beneficial owners” even after the new regulations were issued, and that the new CTA regulations and compliance requirements would apply to “foreign reporting companies only.” 
- [Corporate Transparency Act Filing Requirements Reinstated: Beneficial Ownership Information (BOI) Reports Now Due by March 21, 2025](https://lawyersmutualnc.com/corporate-transparency-act-filing-requirements-reinstated-beneficial-ownership-information-boi-reports-now-due-by-march-21-2025/): In a notice published on February 18, 2025, FinCEN has issued a new deadline for reporting companies to file beneficial ownership information (BOI) reports under the Corporate Transparency Act (CTA). The new deadline for filing BOI reports is March 21, 2025. The new deadline comes as a result of a ruling by the U.S. District Court for the Eastern District of Texas, which lifted a previous nationwide injunction that had prevented FinCEN from requiring reporting companies to file BOI reports. 
- [Put into Practice, February 2025](https://lawyersmutualnc.com/put-into-practice-february-2025/): Read Lawyers Mutual's newest Innovation Center for Practice Management newsletter. Articles include The One That Got Away, by Will Graebe; An Efficient System for Hiring Junior Attorneys and Support Staff in a Small Law Firm, by Erik Mazzone; Paralegal Pointer The Benefit of a Wind-Down Routine by Camille Stell; LM Updates and more!
- [Put into Practice, January 2025](https://lawyersmutualnc.com/put-into-practice-january-2025/): Crabcakes, by Will Graebe; Help! The North Carolina State Bar Opened a Grievance Against Me, by Joshua Walthall; Paralegal Pointers, by Camille Stell; LM News; and more!
- [Put into Practice, December 2024](https://lawyersmutualnc.com/put-into-practice-december-2024/): Chewing on Thermometers, by Will Graeme; Practice Management Tips, by Erik Mazzone; Paralegal Pointers, by Camille Stell; Lawyers Mutual News; and more!
- [Put Into Practice: Risk Management Tips for Your Firm 2024 – 2025 Series](https://lawyersmutualnc.com/put-into-practice-risk-management-tips-for-your-firm-2024-2025-series/): Don’t Let the Jokers Drive You Batty! What We Can Learn from Batman about Maintaining our Sanity (and Ethics) in the Practice of Law. Created and presented by ReelTime. 
- [Put into Practice, November 2024](https://lawyersmutualnc.com/put-into-practice-november-2024/): From the Wild West to the Courtroom: Guarding Truth in the Age of Misinformation, by Will Graebe; Mastering Outlook Tools to Organize Your Inbox, by Erik Mazzone; Paralegal Pointers - Harnessing Artificial Intelligence: A Beginners Guide for Paralegals, by Camille Stell; Lawyers Mutual Updates; and more…
- [Seller Fraud Risks Are High Especially Before the Holidays – Stay Vigilant](https://lawyersmutualnc.com/seller-fraud-risks-are-high-especially-before-the-holidays-stay-vigilant/): For lawyers handling real estate closings, it’s important to know that seller fraud continues to rise, especially with the upcoming holiday season when distractions are high, and fraudsters are active. 
- [Put into Practice, October 2024](https://lawyersmutualnc.com/put-into-practice-october-2024/): Mountains of Grief, by Will Graebe; Consistency and 9 Other Things that Help Firms Retain Clients for the Long Haul, by Erik Mazzone; Paralegal Pointers - Paralegal Credentials Explained: Certificate Programs vs. State Certification, by Camille Stell; Lawyers Mutual News; and more! 
- [Put into Practice, September 2024](https://lawyersmutualnc.com/put-into-practice-september-2024/): Practicing Law From 5,000 Miles Away: An Interview with Attorney Jeff Austin, by Will Graebe; Unlocking OneNote's Hidden Potential: 20 Productivity Tips You've Likely Overlooked, by Erik Mazzone; North Carolina News Roundup, LM News; and more!
- [Put into Practice, August 2024](https://lawyersmutualnc.com/put-into-practice-august-2024/): ‘Tis Better to Give Than Receive Advice, by Will Graebe; Do I Have a Case? Let's Talk About It, by Marc Gustafson; Let's Get Practical: Keys to Help Lawyers Avoid Malpractice, by Imani Henderson; Law FIrm Websites - The Good Enough Website, by Erik Mazzone; North Carolina News Roundup; LM News; and more!
- [Lawyers Mutual NC Announces Changes to Its Board of Directors](https://lawyersmutualnc.com/lawyers-mutual-nc-announces-changes-to-its-board-of-directors/): Lawyers Mutual, North Carolina’s leading provider of professional liability insurance for lawyers, is pleased to announce the appointment of J.D. DuPuy and E. Stewart Poisson to its Board of Directors, effective Friday, July 26, 2024. J.D. and Stewart replace long-serving board members Gray Wilson and Bill Pappas. Gray transitions to Emeritus status on the Board. Bill recently retired from law practice.
- [Put into Practice, July 2024](https://lawyersmutualnc.com/put-into-practice-july-2024/): Febreze Life, by Will Graebe; Changes to Nortary Act and Rules that Affect Attorneys Now, by Ann Wall; Law Practice Management Update - Creating an Effective Client Feedback Loop for Law Firms: A Comprehensive Guide, by Erik Mazzone, North Carolina News Roundup; Lawyers Mutual News, and more! 
- [Put into Practice, June 2024](https://lawyersmutualnc.com/put-into-practice-june-2024/): The Smoking Purse by Will Graebe; Quitting by Erik Mazzone; North Carolina News Roundup; Lawyers Mutual News, and more!
- [Put into Practice, May 2024](https://lawyersmutualnc.com/put-into-practice-may-2024/): Corporate Transparency Act: Further Clarification by Will Graebe; Local Counsel in NC Federal Court: Additional Obligations by Susan Olive; High Value vs Low Value, Law Practice Management Tips by Erik Mazzone; NC News Roundup; and Lawyers Mutual News.       

## Pages
- [Manuscript – The Modern Solo/Small Firm Conference 2026](https://lawyersmutualnc.com/manuscript-solo-small-firm-conference-2026/): The Modern Solo/Small Firm Conference September 18, 2026 | Durham, NC MANUSCRIPT
- [Home](https://lawyersmutualnc.com/): GET INSURANCE
- [Law Students](https://lawyersmutualnc.com/law-students-landing/): Law school doesn't hand you a manual for running a practice. Nobody warns you about malpractice claims, client disputes, or what happens when something goes wrong on a case. That's where Lawyers Mutual comes in, and the benefits go way beyond insurance.  
- [Meet the Team](https://lawyersmutualnc.com/our-company/meet-the-team-2/): Daniel M. Zureich
- [Insured Benefits](https://lawyersmutualnc.com/insured-benefits/): Practicing law doesn't come with a manual. Even experienced attorneys face complex risks - from malpractice claims to client disputes to the unexpected challenges that come with running a practice. That's where Lawyers Mutual comes in, and the benefits go way beyond insurance.  
- [Ted Edwards](https://lawyersmutualnc.com/our-company/our-board-community-boards/tededwards/): Ted Edwards joined the Lawyers Mutual Board of Directors in 2026. Mr. Edwards handles a wide variety of litigation matters including construction litigation; business disputes, affordable housing; products liability, and environmental matters. Mr. Edwards is also a certified mediator and has an active mediation practice. Mr. Edwards graduated from Duke University with a double major in Political Science and Sociology.  He also received his Juris Doctor degree from the Duke University School of Law.
- [Speakers – The Modern Solo/Small Firm Conference 2026](https://lawyersmutualnc.com/speakers-solo-small-firm-conference-2026/): KEYNOTE SPEAKER
- [Agenda – The Modern Solo/Small Firm Conference 2026](https://lawyersmutualnc.com/agenda-solo-small-firm-conference-2026/): Successful law firms don't happen by accident, they're built on strong systems. Discover the seven core business systems every solo and small firm needs to operate efficiently, deliver exceptional client service, and grow sustainably. You'll leave with a practical framework for evaluating your own practice and simple improvements you can implement immediately to create a stronger, more profitable firm.
- [Contact a Claims Attorney](https://lawyersmutualnc.com/claims-2/contact-a-claims-attorney/): Contact one of our claims attorneys directly listed below. Or if you have a question or need immediate help, call our claims hotline - 1.800.662.8843.
- [Claims](https://lawyersmutualnc.com/claims-2/): CONTACT A CLAIMS ATTORNEY
- [Existing Policyholders](https://lawyersmutualnc.com/existing-policyholders/): Pay your bill and make changes to your policy, including updating attorneys and completing your reissue policy.
- [Terms Of Service](https://lawyersmutualnc.com/terms-of-service/): Last updated June 25, 2026
- [Newsletters](https://lawyersmutualnc.com/member-benefits/newsletters/): June 22, 2026
- [The Modern Solo/Small Firm Conference 2026](https://lawyersmutualnc.com/solo-small-firm-conference-2026/): Today's most successful solo and small firms aren't simply practicing law, they're building smarter businesses. Join attorneys and industry leaders for a day of practical strategies designed specifically for solo and small firm lawyers who want to increase efficiency, improve profitability, embrace emerging technology, and prepare for long-term success.
- [Minority Outreach Conference – Materials](https://lawyersmutualnc.com/minority-outreach-conference-materials/): Download Attorney Certificate of Attendance
- [Copy of Minority Outreach Conference – Speakers](https://lawyersmutualnc.com/minority-outreach-conference-speakers/): HON. ALLYSON K. DUNCAN (RET.)
- [Minority Outreach Conference – Agenda](https://lawyersmutualnc.com/minority-outreach-conference-agenda/): 9:45-10:00:    Welcoming Remarks by our Moderator Dayatra (Day) Matthews
- [Minority Outreach Conference – Sponsors](https://lawyersmutualnc.com/minority-outreach-conference-sponsors/): Minority Outreach Conference
Presented by NC Association of Black Lawyers and Lawyers Mutual
February 13, 2026 Minority Outreach Conference
Navigating Transitions in Law and Leadership
February 13, 2026  |  Raleigh Thank you to our Sponsors   REGISTER NOW
- [Minority Outreach Conference 2026](https://lawyersmutualnc.com/minority-outreach-conference/): Join us for a day designed to inspire, connect, and uplift North Carolina's community of minority lawyers and judges. The Minority Outreach Conference has long served as a trusted gathering place - a safe, supportive space where Black legal professionals can share their experiences, strengthen their well-being, and build meaningful connections. Rooted in the Lawyer Assistance Program's mission to destigmatize mental health support within the Black legal community, the conference continues to honor that legacy while embracing a forward-looking vision for leadership and excellence.
- [Minority Outreach Conference](https://lawyersmutualnc.com/minority-outreach-conference-2026/): Please join us in-person for our 2025 Lawyer Assistance Program (LAP) Minority Outreach Conference "Prioritizing Personal Well-Being" on Friday, February 13, 2026 at the McKimmon Conference Center - 1101 Gorman Street, Raleigh, NC 27606. Parking is FREE.
- [Speakers – Modern Solo/Small Firm Conference](https://lawyersmutualnc.com/solo-small-firm-conference-2025-speakers/): KEYNOTE SPEAKER
- [Nicholas Bakatsias ](https://lawyersmutualnc.com/our-company/our-board-community-boards/nicholas-bakatsias/): Nicholas J. Bakatsias joined the Board of Directors of Lawyers Mutual in 2025.  As a partner with Carruthers & Roth, P.A. in Greensboro, Nick has a broad-based business and corporate transactional practice which includes assisting businesses and individuals with capital formation matters, complex joint venture transactions, mergers and acquisitions, corporate reorganizations, private equity ventures, and private placement offerings.
- [Hotels and Parking – The Modern Solo/Small Firm Conference ](https://lawyersmutualnc.com/hotels-parking-solo-small-firm-conference-2025-copy/): The closest parking deck is the Durham Centre Garage. It is credit card only and charges $2.25/hr./$24.75 daily. The garage features two entrances, the first level entrance is on the right side of W Morgan St. The other entrance is on Foster St.
- [Agenda – The Modern Solo/Small Firm Conference ](https://lawyersmutualnc.com/agenda-solo-small-firm-conference-2025/): 8:00-8:45:   Continental Breakfast
- [Podcasts](https://lawyersmutualnc.com/member-benefits/podcasts/): Brenda Barnes and Camille Stell, authors of "RESPECT - an Insight to Attorney Compensation Plans", join us today for Personal Injury Marketing Minute #82
- [The Modern Solo/Small Firm Conference ](https://lawyersmutualnc.com/solo-small-firm-conference-2025/): Solo/small firm practice isn't what it used to be-and that's a good thing. Today's modern lawyer entrepreneur can build a flexible, client-centered, and tech-forward practice without burning out. This conference will show you how. With sessions on practice design, digital marketing, client experience, and money management, you'll leave with new ideas, fresh energy, and concrete next steps for your firm.
- [ADA Compliance](https://lawyersmutualnc.com/ada-compliance/): Lawyers Mutual Of North Carolina makes available the UserWay Website Accessibility Widget that is powered by a dedicated accessibility server. The software allows lawyersmutualnc.com to improve its compliance with the Web Content Accessibility Guidelines (WCAG 2.1).  The accessibility menu can be enabled by clicking the accessibility menu icon that appears on the side of the page. After triggering the accessibility menu, please wait a moment for the accessibility menu to load in its entirety.
- [Certificates of Attendance](https://lawyersmutualnc.com/cle/certificates-of-attendance/): Please note: Attorney Certificates of Attendance are for your records only. We submit all attorney CLE credit documentation to the NC State Bar.
- [Privacy](https://lawyersmutualnc.com/privacy/): The short and sweet:
- [Byte of Prevention Blog](https://lawyersmutualnc.com/member-benefits/byte-of-prevention-blog/): Popular guides
- [Disaster Response](https://lawyersmutualnc.com/community-initiatives/community-outreach-copy/): In times of crisis, the legal community consistently unites to support those in need. Lawyers Mutual remains steadfast in our commitment of assisting our insureds and their communities in Western North Carolina with disaster recovery. We have compiled a list of resources for individuals seeking legal assistance and other critical forms of support.
- [The Mutual Factor](https://lawyersmutualnc.com/our-underwriting-philosophy/the-mutual-factor/): Here are 10 reasons why lawyers should consider purchasing malpractice insurance from Lawyers Mutual, a mutual-owned company that is reliable and ethically aligned.
- [Enterprise & Operational Risk Management Team](https://lawyersmutualnc.com/our-company/meet-the-team/client-services-team-copy-2/): Our Company Malpractice Insurance Patrick Brown
Vice President, Enterprise and
Operational Risk Management Linh Schladweiler
IT Systems Manager
title
- [Risk & Practice Management ](https://lawyersmutualnc.com/our-company/meet-the-team/client-services-team-copy/): Our Company Malpractice Insurance Camille Stell
Vice President, Risk and
Law Practice Magement Sharon Sparrow
Learning Engagement Manager
spacer
- [Stewart Poisson](https://lawyersmutualnc.com/our-company/our-board-community-boards/katherine-h-davis-copy-copy/): E. Stewart Poisson joined the Board of Directors of Lawyers Mutual in July 2024.  Ms. Poisson represents plaintiffs in injury and death claims.  She is board-certified in Workers' Compensation law and has also handled numerous jury trials in multiple counties throughout North Carolina.  Ms. Poisson routinely appears before the Court of Appeals of North Carolina and North Carolina Supreme Court.  She has authored numerous amicus briefs on behalf of the North Carolina Advocates for Justice and is active in the leadership of that organization.  She regularly presents at Continuing Legal Education seminars at the invitation of NCAJ and the North Carolina Industrial Commission, as well as various other organizations.  Ms. Poisson graduated from UNC Chapel Hill in 2001 and UNC Law in 2004 with honors.  She has two children, Alexander and Cutlar, and she practices law with her father Fred and her brother Davis.  She is a fifth-generation attorney serving the citizens of North Carolina.
- [J.D. DuPuy](https://lawyersmutualnc.com/our-company/our-board-community-boards/katherine-h-davis-copy/): J.D. currently concentrates his practice on property tax foreclosures, commercial real estate matters (including title search and review), and estate administration. He has been licensed in North Carolina since 1999 and has spent his entire 25-plus year career with Ruff, Bond, Cobb, Wade & Bethune, LLP. Over the course of his practice, J.D. has engaged in general litigation matters, estate planning and administration, various aspects of municipal law, residential real estate, and several other fields.   He is a graduate of Davidson College (B.A., 1996) and the University of North Carolina School of Law (J.D., 1999). J.D. serves on the Advisory Board of The Salvation Army of Greater Charlotte, has served as a member of the Board of Directors of Friends of Accion, Inc. (supporting Accion Ministries), was Treasurer of the Mecklenburg Optimist Club for over a decade, and is an active congregant and Elder of Covenant Presbyterian Church in Charlotte. J.D. joined the Board of Directors of Lawyers Mutual in July 2024.
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## Products
- [Successful Time Management Strategies for Legal Support Staff](https://lawyersmutualnc.com/product/successful-time-management-strategies-for-legal-support-staf/): Shows your staff how to control their schedules in face of tight deadlines, large volumes of work, and conflicting priorities. Issues covered include accepting delegated work, setting priorities, controlling intentions, and managing large projects.
- [Real Estate Paralegals and the Rules of Professional Conduct. (2006. 57 MIN.)](https://lawyersmutualnc.com/product/real-estate-paralegals-and-the-rules-of-professional-conduct/): Nichole McLaughlin, State Bar Ethics Counsel, presents an overview of the ethical duties lawyers and paralegals have when handling a real estate transaction. From the 2006-2007 “Risk Management for the Real Estate Paralegal” seminar series. DVD.
- [Real Estate Closing Traps. (2006. 64 MIN.)](https://lawyersmutualnc.com/product/real-estate-closing-traps/): Jim Pendergrass, Esq., presents a discussion of the most common closing traps and how they can be avoided. From the 2006-2007 “Risk Management for the Real Estate Paralegal” seminar series. DVD.
- [‘I Married An Attorney’ – Trust Account Basics. (2005. 55 MIN.)](https://lawyersmutualnc.com/product/i-married-an-attorney-trust-account-basics/): Produced by Lawyers Mutual with assistance from the North Carolina State Bar, this DVD explores the basic elements of trust accounting through a humorous dramatization.
- [Model Rules of Professional Conduct 2010 Edition by American Bar Association](https://lawyersmutualnc.com/product/model-rules-of-professional-conduct-2010-edition-by-american-bar-association/)
- [Model Rules of Professional Conduct 2012 Edition by American Bar Association](https://lawyersmutualnc.com/product/model-rules-of-professional-conduct-2012-edition-by-american-bar-association/): The 2010 Edition of the Model Rules of Professional Conduct will provide you with a resource for information on lawyer ethics.
- [Online Marketing for Dummies by John Arnold](https://lawyersmutualnc.com/product/online-marketing-for-dummies-by-john-arnold/):  Federal, state, and local courts in all jurisdictions look to The 2012 Edition of the Model Rules of Professional Conduct for guidance in resolving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions, and much more.
- [Championship Selling: A Blueprint for Winning with Today’s Customers by Tom Blake](https://lawyersmutualnc.com/product/championship-selling-a-blueprint-for-winning-with-todays-customers-by-tom-blake/): The internet has made it possible to spread your marketing message faster and further than ever. This book provides the know-how for creating a solid plan for marketing on the web.
- [Influence: The Psychology of Persuasion by Robert B. Cialdini](https://lawyersmutualnc.com/product/influence-the-psychology-of-persuasion-by-robert-b-cialdini/): In Championship Selling, three of North America’s most respected sales leaders offer a powerful, yet remarkably simple, vision of what it means to sell, as well as innovative techniques and tools for establishing mutually productive relationships with customers.
- [Twitter in One Hour for Lawyers by Jared Correia](https://lawyersmutualnc.com/product/twitter-in-one-hour-for-lawyers-by-jared-correia/): Influence, the classic book on persuasion, explains the psychology of why people say "yes"—and how to apply these understandings. You'll learn the six universal principles, how to use them to become a skilled persuader—and how to defend yourself against them. 
- [Never Eat Alone: And Other Secrets to Success by Keith Ferrazzi](https://lawyersmutualnc.com/product/never-eat-alone-and-other-secrets-to-success-by-keith-ferrazzi/): Twitter in One Hour for Lawyers will demystify one of the most important social-media platforms of our time and teach you to tweet like an expert.
- [How to Start and Build a Law Practice by Jay G Foonberg](https://lawyersmutualnc.com/product/how-to-start-and-build-a-law-practice-by-jay-g-foonberg/): Chock full of specific advice on handling rejection, getting past gatekeepers, becoming a “conference commando,” and more, Never Eat Alone is destined to take its place alongside How to Win Friends and Influence People as an inspirational classic.
- [The Millennial Lawyer by Ursala Furi-Perry](https://lawyersmutualnc.com/product/the-millennial-lawyer-by-ursala-furi-perry/): This book is packed with over 600 pages of guidance on identifying the right location, finding clients, setting fees, managing your office, maintaining an ethical and responsible practice, maximizing available resources, upholding your standards, and much more.
- [The Checklist Manifesto by Atul Gawande](https://lawyersmutualnc.com/product/the-checklist-manifesto-by-atul-gawande/): The Millennial Lawyer is a dual guidebook--meant for both senior lawyers on effectively using this next generation, and for the young lawyer on adjusting to law practice and life in a firm--with side-by-side prescriptive sections for the Millennial lawyer and the attorney managing them. 
- [The E-Myth Attorney by Michael E Gerber](https://lawyersmutualnc.com/product/the-e-myth-attorney-by-michael-e-gerber/): In riveting stories, Atul Gawande reveals what checklists can do, what they can’t, and how they could bring about striking improvements in a variety of fields, from medicine and disaster recovery to professions and businesses of all kinds. 
- [Flying Solo by K. William Gibson](https://lawyersmutualnc.com/product/flying-solo-by-k-william-gibson/): Michael Gerber’s The E-Myth Attorney gives you powerful advice on everything you need to run your practice as a successful business, allowing you to achieve your goals and grow your practice.
- [The Personal Efficiency Program by Kerry Gleeson](https://lawyersmutualnc.com/product/the-personal-efficiency-program-by-kerry-gleeson/): Whether you're thinking of going solo, new to the solo life, or a seasoned practitioner, Flying Solo provides time-tested answers to real-life questions.
- [Bridging the Generation Gap by Linda Gravett](https://lawyersmutualnc.com/product/bridging-the-generation-gap-by-linda-gravett/): The Personal Efficiency Program continues to help overwhelmed professionals get their work lives organized to become more effective and efficient. Readers will learn how to stop procrastinating, stop feeling overwhelmed, and start feeling good about their work lives.
- [Taming the Paper Tiger by Barbara Hemphill](https://lawyersmutualnc.com/product/taming-the-paper-tiger-by-barbara-hemphill/): Bridging the Generation Gap is filled with strategies and solutions you can implement immediately to help build your own bridge between the five generations in the workplace.
- [Practicing Law in Small Town America by Richard L. Hermann](https://lawyersmutualnc.com/product/practicing-law-in-small-town-america-by-richard-l-hermann/): This book offers solutions to the paper-piling problems that inhibit productivity.
- [Facebook in One Hour for Lawyers by Dennis Kennedy & Allison C. Shields](https://lawyersmutualnc.com/product/facebook-in-one-hour-for-lawyers-by-dennis-kennedy-allison-c-shields/): Practicing Law in Small-Town America paints a picture of what small-town practice is like in its rich diversity, examines how local practitioners got to where they are, and details what an aspiring small-town lawyer needs to know and do in order to locate in--or relocate to--a small community.
- [LinkedIn in One Hour for Lawyers by Dennis Kennedy & Allison C. Shields](https://lawyersmutualnc.com/product/linkedin-in-one-hour-for-lawyers-by-dennis-kennedy-allison-c-shields/): Facebook® in One Hour for Lawyers will show any attorney--from Facebook® novices to advanced users--how to use Facebook® for both professional and personal purposes.
- [Virtual Law Practice by Stephanie L Kimbro](https://lawyersmutualnc.com/product/virtual-law-practice-by-stephanie-l-kimbro/): LinkedIn® in One Hour for Lawyers provides an introduction to this professional networking tool in terms that any attorney can understand.
- [Limited Scope Legal Services by Stephanie L Kimbro](https://lawyersmutualnc.com/product/limited-scope-legal-services-by-stephanie-l-kimbro/): Stephanie Kimbro's practical guide provides case studies of individual virtual law practices along with client scenarios to show how web-based technology may be used by legal professionals to work with online clients and avoid malpractice risks.
- [Google for Lawyers by Carole A Levitt & Mark E Rosch](https://lawyersmutualnc.com/product/google-for-lawyers-by-carole-a-levitt-mark-e-rosch/): Limited Scope Legal Services provides lawyers of all types--from solo to big law--with practical, tested solutions for setting up unbundling practices in their firms.
- [When Generations Collide by Lynne C Lancaster](https://lawyersmutualnc.com/product/when-generations-collide-by-lynne-c-lancaster/): Google for Lawyers: Essential Search Tips and Productivity Tools introduces novice Internet searchers to the diverse collection of information locatable through Google. 
- [Power Speak by Dorothy Leeds](https://lawyersmutualnc.com/product/power-speak-by-dorothy-leeds/): This insightful book provides hands-on methods to close the generation gaps. 
- [Silos](https://lawyersmutualnc.com/product/silos/): PowerSpeak shows you how to engage, stimulate, and maintain an audience's attention. This book focuses on the elements of speaking effectively from a design and a delivery perspective.
- [iPad in One Hour for Lawyers by Tom Mighell](https://lawyersmutualnc.com/product/ipad-in-one-hour-for-lawyers-by-tom-mighell/): This book addresses the costly and maddening issue of silos, the barriers that create organizational politics. Silos devastate organizations, kill productivity, push good people out the door, and jeopardize the achievement of corporate goals.
- [iPad Apps in One Hour for Lawyers by Tom Mighell](https://lawyersmutualnc.com/product/ipad-apps-in-one-hour-for-lawyers-by-tom-mighell/): iPad in One Hour for Lawyers has helped thousands of attorneys learn to use the iPad in their law practices. Ideal for lawyers who want to get up to speed fast, this acclaimed book presents the essentials so you don't get bogged down in technical jargon and extraneous features and apps.
- [Unbundling Legal Services by Forrest S Mosten](https://lawyersmutualnc.com/product/unbundling-legal-services-by-forrest-s-mosten/):  iPad Apps in One Hour for Lawyers provides the "best of the best" apps that are essential for any law practice. In just one hour, you will learn about the apps most worthy of your time and attention.
- [101 Ways to Promote Yourself by Raleigh Pinskey](https://lawyersmutualnc.com/product/101-ways-to-promote-yourself-by-raleigh-pinskey/): This book explores the factors that have fueled the unbundling movement, the barriers that face it, and the case study successes that suggest unbundling may significantly change the shape of law practice.
- [Strengths Finder 2.0 by Tom Rath](https://lawyersmutualnc.com/product/strengths-finder-2-0-by-tom-rath/): 101 Ways to Promote Yourself reveals the insider secrets learned from years of experience and how these low-cost, high-powered techniques can carry you to the top of your market and beyond.
- [How to Work a Room by Susan Roane](https://lawyersmutualnc.com/product/how-to-work-a-room-by-susan-roane/): All too often, our natural talents go untapped. StrengthsFinder 2.0, unveils the new and improved version of its popular assessment, language of 34 themes, and much more. 
- [Winning Alternatives to the Billable Hour by Mark Robertson](https://lawyersmutualnc.com/product/winning-alternatives-to-the-billable-hour-by-mark-robertson/): How To Work A Room lays down the fundamentals for savvy socializing, whether at a party, a conference, or even communicating online. Know when to use humor––and when not to; and follow simple rules of etiquette. 
- [Customer Service: New Rules for a Social Media World by Peter Shankman](https://lawyersmutualnc.com/product/customer-service-new-rules-for-a-social-media-world-by-peter-shankman/): This book provides you with tools you can use in your practice to implement and evaluate alternative billing methods, including real case studies of lawyers and firms successfully using alternative billing to deliver value to both the client and the lawyer.
- [The Voice That Means Business by Linda Shields](https://lawyersmutualnc.com/product/the-voice-that-means-business-by-linda-shields/): Using social media, you can deliver amazing customer service–and generate an army of fans who’ll promote you in good times, and rescue you from disaster. 
- [Women Rainmakers? Best Marketing Tips by Theda C Snyder](https://lawyersmutualnc.com/product/women-rainmakers-best-marketing-tips-by-theda-c-snyder/): Filled with exercises, tip sheets, and real-life examples, this book shows professional people how to break the "sound barrier" so they can develop the voice that means business, gets business, and keeps business.
- [The Elements of Style by William Strunk Jr. and EB White](https://lawyersmutualnc.com/product/the-elements-of-style-by-william-strunk-jr-and-eb-white/): The book contains well over 150 tips you can put to use right away to positively impact your marketing strategy.
- [Blogging in One Hour for Lawyers by Ernie Svenson](https://lawyersmutualnc.com/product/blogging-in-one-hour-for-lawyers-by-ernie-svenson/): This book's unique tone, wit and charm have conveyed the principles of English style to millions of readers. Use the fourth edition of "the little book" to make a big impact with writing.
- [Guerrilla Tactics for Getting the Legal Job of Your Dreams by Kimm Alayne Walton](https://lawyersmutualnc.com/product/guerrilla-tactics-for-getting-the-legal-job-of-your-dreams-by-kimm-alayne-walton/): Blogging in One Hour for Lawyers will show you how to create, maintain, and improve a legal blog--and gain new business opportunities along the way.
- [North Carolina Small Law Office Resource Manual Fifth Edition (2011) by The North Carolina Bar Association](https://lawyersmutualnc.com/product/north-carolina-small-law-office-resource-manual-fifth-edition-2011-by-the-north-carolina-bar-association/):  This book leads you step-by-step through everything you need to do to nail down that perfect job. You'll learn hundreds of simple-to-use strategies that will get you exactly where you want to go.
- [The Essential Little Book of Great Lawyering by James A Durham](https://lawyersmutualnc.com/product/the-essential-little-book-of-great-lawyering-by-james-a-durham/): The totally revised and updated 2011 N.C. Small Law Office Resource Manual and Forms CD is designed to provide practical and concise answers to many everyday law practice management questions.
- [The Lawyer?s Guide to Records Management and Retention by George C Cunningham & John C Montana](https://lawyersmutualnc.com/product/the-lawyers-guide-to-records-management-and-retention-by-george-c-cunningham-john-c-montana/): Good things do indeed come in small packages. A veteran marketer, Durham's core thesis is simple: Being a great lawyer IS the best business development plan. This will be music to the ears of many lawyers, who are reluctant to enter the pedestrian traffic of marketing.
- [Lawyers at Midlife by Michael Long](https://lawyersmutualnc.com/product/lawyers-at-midlife-by-michael-long/): This book addresses the issues arising from the need to manage records and information in a law office.
- [Google Gmail and Calendar in One Hour for Lawyers by Carole A. Levitt and Mark E. Rosch](https://lawyersmutualnc.com/product/google-gmail-and-calendar-in-one-hour-for-lawyers-by-carole-a-levitt-and-mark-e-rosch/): This book is designed as a step by step guide for lawyers to learn what features and functions are available in Gmail and Google Calendar, as well as related services such as Google Chat, Google Talk, Google Hangout and Call Phone.
- [Android Apps in One Hour for Lawyers by Daniel J. Siegel](https://lawyersmutualnc.com/product/android-apps-in-one-hour-for-lawyers-by-daniel-j-siegel/): Android Apps in One Hour for Lawyers highlights the "best of the best" apps that will allow you to practice law from your mobile device.
- [Decisive: How to Make Better Choices in Life and Work  by Chip Heath & Dan Heath](https://lawyersmutualnc.com/product/decisive-how-to-make-better-choices-in-life-and-work-by-chip-heath-dan-heath/): Chip and Dan Heath, the bestselling authors of Switch and Made to Stick, tackle one of the most critical topics in our work and personal lives: how to make better decisions.
- [Partner Departures and Lateral Moves: A Legal and Ethical Guide by Geri S. Krauss](https://lawyersmutualnc.com/product/partner-departures-and-lateral-moves-a-legal-and-ethical-guide-by-geri-s-krauss/): Once it was the exception for a partner to leave a firm. Now the revolving door of partner departures has been deemed a modern-day law firm fixture. What steps can a departing partner or an acquiring firm take to minimize risks and reduce potential liabilities? This essential guide answers those questions.
- [Through the Client’s Eyes: New Approaches to Get Clients to Hire You Again and Again by Henry W. Ewalt and Andrew W. Ewalt](https://lawyersmutualnc.com/product/through-the-clients-eyes-new-approaches-to-get-clients-to-hire-you-again-and-again-by-henry-w-ewalt-and-andrew-w-ewalt/): This book will help lawyers build better, stronger, and smarter relationships with their clients. From educating the client about the law to eliciting quantifiable feedback by using surveys, this updated edition covers legal marketing in an easy-to-read, well-organized and practical manner.

## Articles/Blog
- [The Clients You Don’t Take](https://lawyersmutualnc.com/article/the-clients-you-dont-take/): Most lawyers spend a lot of time thinking about how to get new clients. We develop websites, cultivate referral sources, attend networking events, and look for ways to turn prospective clients into paying clients.
- [Before You Sign: The Risks Hidden in Vendor Agreements](https://lawyersmutualnc.com/article/before-you-sign-the-risks-hidden-in-vendor-agreements/): Law firms regularly enter into agreements with third parties that promise to help generate business or provide services to clients. These arrangements might involve investment advisors, legal service plans, marketing companies, referral networks, or other vendors. Some can provide real value to a law practice. But before signing on the dotted line, lawyers need to read more than the provisions describing what the vendor is going to do for them.
- [Beyond Drafting: 10 Ways Lawyers Can Use AI Every Day](https://lawyersmutualnc.com/article/beyond-drafting-10-ways-lawyers-can-use-ai-every-day/): When lawyers think about using generative AI in their practices, they often think first about drafting. Ask AI to draft a letter, summarize a case, or take a first pass at a contract. Those are useful applications, but they barely scratch the surface of what conversational AI tools can do.
- [Don’t Leave Client Intake to Chance](https://lawyersmutualnc.com/article/dont-leave-client-intake-to-chance/): For some firms, the answer to those questions depends largely on who happens to answer the phone that day. That might work most of the time, but client intake is too important to leave to chance.
- [Planning for the Unexpected](https://lawyersmutualnc.com/article/planning-for-the-unexpected/): In North Carolina, succession planning is more than just a good practice-management idea. Comment to Rule 1.3 of the Rules of Professional Conduct recognizes that the duty of diligence may require a solo practitioner to prepare a plan for the lawyer's death or disability. The comment specifically contemplates designating another competent lawyer to review client files, notify clients, and determine whether immediate action is necessary to protect their interests.
- [Retirement Is Easy: Letting Go Is Hard](https://lawyersmutualnc.com/article/retirement-is-easy-letting-go-is-hard/): Over the years, I have spoken with countless lawyers who have shared the same frustration. They are trying to retire, but retirement never quite seems to arrive. Cases that should have been finished months ago continue to linger, and former clients keep reaching out for one last favor or one last legal issue. Instead of easing into retirement, they find themselves unable to fully let go of the practice they have spent a lifetime building.
- [Reconnecting with Former Clients](https://lawyersmutualnc.com/article/reconnecting-with-former-clients/): When lawyers think about business development, most immediately think about finding new clients. But before you spend time looking for someone who has never heard of you, consider reconnecting with people who already know your work, trust your judgment, and have hired you before.
- [Navigating AI? Lawyers Mutual Has Resources to Help](https://lawyersmutualnc.com/article/navigating-ai-lawyers-mutual-has-resources-to-help/): Over the past several months, we have expanded our AI resources and programming to give lawyers practical ways to learn about AI, evaluate new tools, and use them responsibly.
- [Are You Listening to Yourself?](https://lawyersmutualnc.com/article/are-you-listening-to-yourself/): But have you ever thought about the importance of listening to yourself? Paying attention to your own thoughts might be just as important when it comes to effective advocacy, counseling, and client relations.
- [Time Management Tips for Paralegals: How to Stay Organized and Efficient](https://lawyersmutualnc.com/article/time-management-tips-for-paralegals-how-to-stay-organized-and-efficient/): Effective time management is crucial to staying sane when working as a paralegal. With competing deadlines, client emergencies, and constant interruptions, it can feel like your job is more about managing chaos than legal work.
- [Looking Back on 15 Years at Lawyers Mutual](https://lawyersmutualnc.com/article/looking-back-on-15-years-at-lawyers-mutual/): After 15 years with Lawyers Mutual, Patrick Brown is trading cybersecurity, operational risk and the familiar rhythms of office life for mountains, trains, new languages and a new adventure in Switzerland.
- [Tech Tip: Organizing Bookmarks in Your Browser](https://lawyersmutualnc.com/article/tech-tip-organizing-bookmarks-in-your-browser/): Often, we save bookmarks as individual pages, creating a long, unwieldy list. However, you can organize bookmarks so that the site you need is always easy to find.
- [The Fall Reset: It’s Not Too Late to Finish the Year Strong](https://lawyersmutualnc.com/article/the-fall-reset-its-not-too-late-to-finish-the-year-strong/): Every January, many of us hit the reset button. We set ambitious goals, create business plans, commit to healthier habits, organize our calendars, and promise ourselves that this will be the year we finally accomplish everything we've been putting off.
- [Labor Day: Celebrating American Workers and the Lawyers Who Helped Secure Their Rights](https://lawyersmutualnc.com/article/labor-day-celebrating-american-workers-and-the-lawyers-who-helped-secure-their-rights/): For many Americans, Labor Day marks the unofficial end of summer. It is a weekend filled with cookouts, football, and one last trip to the beach before fall arrives. But Labor Day was never intended to be simply another long weekend.
- [Benefits with Strings Attached](https://lawyersmutualnc.com/article/benefits-with-strings-attached/): Law firms offer benefits and adopt employee-friendly policies in part because they hope those things will inspire employees to work hard, remain committed to the firm, and give a little extra when the firm needs it. They offer paid vacation time, flexible schedules, remote-work options, parental leave, sabbaticals, wellness programs, and other benefits designed to attract good people and keep them happy.
- [The Vacation Hangover](https://lawyersmutualnc.com/article/the-vacation-hangover/): Vacations give us an opportunity to rest, reconnect with family and friends, and return to work with renewed energy. There may always be a little vacation hangover waiting on the other side, but with thoughtful planning, it does not have to overshadow the benefits of taking time away.
- [AI Lawsuits Are Entering a New Phase](https://lawyersmutualnc.com/article/ai-lawsuits-are-entering-a-new-phase/): Most of the AI copyright lawsuits filed over the past two years have focused on a familiar question: Did AI companies unlawfully use copyrighted works to train their models? Authors, publishers, news organizations, and other content creators have argued that they did. The courts are only beginning to answer that question.
- [Chasing Daylight](https://lawyersmutualnc.com/article/chasing-daylight/): My favorite day of the year is the first day after we switch to daylight saving time each spring. Technically, we don't gain an extra hour of daylight. We simply borrow an hour from the morning and move it to the evening. But as someone who has never been much of an early riser, that feels like a fantastic trade. I happily surrender an hour of morning sunlight that I probably wasn't going to enjoy anyway in exchange for another hour outside after work.
- [Are We Still Languishing?](https://lawyersmutualnc.com/article/are-we-still-languishing/): This persistent sense of grayness was famously given a name by organizational psychologist Adam Grant: languishing. Sitting squarely between the peak of depression and the flourishing of peak health, languishing is the neglected middle child of mental health. It is a state characterized by stagnation, emotional dullness, and a quiet lack of focus. It’s the feeling of looking at your days through a foggy windshield, where you aren't necessarily in acute pain, but the joy and drive in your work have been turned down to a low hum. Recognizing that we might be collective languishers allows us to stop forcing an artificial sense of high-energy output and instead reframe what it actually means to recharge.
- [What They Didn’t Tell You in Law School ](https://lawyersmutualnc.com/article/what-they-didnt-tell-you-in-law-school/): Every year, thousands of newly licensed lawyers walk into their offices for the first time with a law license in hand and a mixture of excitement and apprehension. They have survived three years of law school, passed one of the most difficult professional licensing exams there is, and are finally ready to practice law. Yet many quickly discover that they are only at the beginning of a much steeper learning curve. The transition from law student to lawyer is exciting, rewarding, and, at times, intimidating. 
- [Take Kindly the Counsel of the Years](https://lawyersmutualnc.com/article/take-kindly-the-counsel-of-the-years/): It started as what I thought would be a perfectly ordinary morning commute to work. As usual, I seemed to be hitting every red light and finding every bad driver along the way. I was thinking about the day ahead and absentmindedly chewing a piece of gum when I suddenly felt something hard and crunchy in my mouth. At first, I assumed a filling had come loose. That had happened before. But when I ran my tongue over the area, all I could feel was a tiny nub where a tooth was supposed to be. I pulled the gum out of my mouth and stared at what appeared to be an entire tooth embedded in it.
- [A New Chapter: Uta’s Journey Through Foster Care and Adoption](https://lawyersmutualnc.com/article/a-new-chapter-utas-journey-through-foster-care-and-adoption/): For many parents, sending their children off to college signals the beginning of a quieter chapter. For Lawyers Mutual claims attorney Uta Zacharias, it turned out to be the beginning of something entirely different.
- [FinCEN Makes Corporate Transparency Act Exemption Permanent](https://lawyersmutualnc.com/article/fincen-makes-corporate-transparency-act-exemption-permanent/): The Corporate Transparency Act has taken another turn, but this one should bring some welcome certainty for U.S. businesses and their lawyers.
- [Growing Your Skills: Professional Development on a Budget](https://lawyersmutualnc.com/article/growing-your-skills-professional-development-on-a-budget/): Staying on top of the latest technology and legal issues is an important part of your role as a paralegal. Staying up to date in key skills improves the client experience and increases your value to the team.
- [Proactive Communications: Make Clients Feel Valued with a Communication Cadence](https://lawyersmutualnc.com/article/proactive-communications-make-clients-feel-valued-with-a-communication-cadence/): Paralegals are often on the front lines of client communication. You answer questions, provide updates, help clients understand what comes next, and sometimes simply reassure them that their matter has not been forgotten. Those everyday interactions shape how clients feel about the firm. And when communication is proactive and predictable - not dependent on a client calling first or an attorney remembering to check in - it can become one of the firm’s most effective client-retention tools.
- [Tech Tip: The Amazing Superpowers of Ctrl+Z](https://lawyersmutualnc.com/article/tech-tip-the-amazing-superpowers-of-ctrlz/): Did you know undo has an easy keyboard command, Ctrl+Z? By simply hitting Ctrl+Z, you can go back, undo, and pick up where you want to be.
- [Sliding Into Burnout](https://lawyersmutualnc.com/article/sliding-into-burnout/): The concept applies surprisingly well to the practice of law. Burnout in law firms often does not arrive through one catastrophic event. It develops through a series of incremental commitments that accumulate over time. A lawyer agrees to take one more case, join one more committee, say yes to one more client call after hours, or handle one more “quick favor.”
- [The Lost Art of Losing Yourself ](https://lawyersmutualnc.com/article/the-lost-art-of-losing-yourself/): People occasionally ask me why I enjoy fishing so much. Many assume it is the thrill of catching fish. If that were true, I probably would have quit fishing years ago. I have been on more than a few trips where the fish simply weren’t buying what I was selling.  
- [Selfishly Unselfish: The Power of Serving Others ](https://lawyersmutualnc.com/article/selfishly-unselfish-the-power-of-serving-others/): When we think about recharging, our minds naturally turn inward. We think about what we need. We need a vacation. We need more sleep. We need a hobby, a day off, or a little more time to ourselves. Most conversations about well-being begin with the same assumption. If we want to feel better, we should do something for ourselves. 
- [Flowers v. Bessent: The Fight Over FinCEN’s Real Estate Reporting Rule Continues](https://lawyersmutualnc.com/article/flowers-v-bessent-the-fight-over-fincens-real-estate-reporting-rule-continues/): Earlier this year, a federal district court in Flowers Title Companies, LLC v. Bessent vacated FinCEN's Residential Real Estate Reporting Rule. The court concluded that FinCEN exceeded its authority under the Bank Secrecy Act when it attempted to impose nationwide reporting requirements for certain non-financed residential real estate transfers involving entities and trusts.
- [Change Your Environment to Change Your Behavior](https://lawyersmutualnc.com/article/change-your-environment-to-change-your-behavior/): One of the biggest mistakes people make when trying to change their behavior is focusing entirely on themselves while ignoring their environment. We tend to think that habits are driven only by determination and self-control. In reality, our surroundings often play a much larger role than we think.
- [You Are Not a Punching Bag – When Clients Become Bullies](https://lawyersmutualnc.com/article/you-are-not-a-punching-bag-when-clients-become-bullies/): To state the obvious, not all clients are perfect. Every client has flaws, and those flaws are often the very reason that the client hired an attorney in the first place. If not for flawed clients, there may be much less need for attorneys. But what can an attorney do when a client’s flaws amount to mental or physical intimidation, bullying, or belittling behavior directed at the attorney himself? What can an attorney do when the client accuses him of “cowardice,” “disloyalty,” “stupidity,” or worse? Just because the attorney agreed to take on the representation in the first place, must the attorney just “suck it up” and continue, even at the expense of his own mental health or personal safety? The answer is an unequivocal “NO!” although the Rules of Professional Conduct get there in a roundabout way.
- [Practice Pointer: Don’t Let the 10-Day Appeal Deadline Catch You by Surprise](https://lawyersmutualnc.com/article/practice-pointer-dont-let-the-10-day-appeal-deadline-catch-you-by-surprise/): A recent North Carolina Court of Appeals decision serves as an important reminder that some appellate deadlines are unforgiving.
- [Zen and the Art of Accidental Unicorns](https://lawyersmutualnc.com/article/zen-and-the-art-of-accidental-unicorns/): Most of us have gone through seasons when life feels unusually heavy. Work is exhausting. The news is discouraging. The responsibilities keep coming, but our energy does not. Even the activities that normally help us recharge, like exercise, meditation, prayer, gratitude practices, or simply taking a break don't seem to lift the fog.
- [Community on Tap with Warren Savage](https://lawyersmutualnc.com/article/community-on-tap-with-warren-savage/): Sometimes the most interesting stories about our colleagues happen after they leave the office. By day, Warren Savage helps Lawyers Mutual insureds navigate some of the most challenging moments of their professional lives. After hours, you'll often find him just a short walk from home at House Creek Beverage Co., a neighborhood bottle shop he co-owns with friends. While the settings couldn't be more different, Warren's approach is remarkably consistent: bringing people together, building relationships, and creating a sense of community wherever he is.
- [Paralegal Pointers: Rest, Reset and Recharge — Finding the Time and Activity That Works for You](https://lawyersmutualnc.com/article/paralegal-pointers-rest-reset-and-recharge-finding-the-time-and-activity-that-works-for-you/): Paralegal work is demanding. You manage strict deadlines and urgent paperwork while juggling client appointments daily. You skip breaks just to keep your to-do list manageable.
- [Emergency Video Notarization Extended](https://lawyersmutualnc.com/article/emergency-video-notarization-extended/): With the Governor’s recent signing of HB 517, Emergency Video Notarizations (EVNs) have been extended for another year. EVNs will now expire at 12:01 a.m. on July 1, 2027, effectively at the end of June 2027, or until the first license is issued for Remote Electronic Notarizations.
- [The Notary’s Crucial Role in Legal Practices: Protect Your Firm From Avoidable Risks](https://lawyersmutualnc.com/article/the-notarys-crucial-role-in-legal-practices-protect-your-firm-from-avoidable-risks/): This article is a corrected and updated version of the earlier article. Please use this version of the article.
- [Running on Empty: The Hidden Energy Cost of Interruptions](https://lawyersmutualnc.com/article/running-on-empty-the-hidden-energy-cost-of-interruptions/): When we talk about lawyer burnout and exhaustion, we often focus on the obvious culprits like long hours, demanding clients, looming deadlines, difficult cases, and the emotional weight of the profession. Those factors certainly contribute to fatigue. But there is another source of exhaustion that often goes unnoticed because it has become such a normal part of modern legal practice. It is the constant interruption of our attention.
- [Recharging: One Size Does Not Fit All](https://lawyersmutualnc.com/article/recharging-one-size-does-not-fit-all/): When people talk about recharging, they often assume there is a one-size-fits-all solution. The advice often sounds familiar. Take a vacation, spend time with friends, go to a party, travel somewhere exciting, or get out and be more social.
- [The Art of Anticipation: Vacation Planning as a Way to Recharge](https://lawyersmutualnc.com/article/the-art-of-anticipation-vacation-planning-as-a-way-to-recharge/): Research suggests that anticipation is often a significant source of happiness. In other words, the joy is not limited to the destination. Part of the joy comes from looking forward to the destination. Looking forward to something enjoyable can boost our mood and give us something positive to focus on during the demands of everyday life. The trip becomes a future reward waiting on the horizon.
- [The Burden of Being Reliable](https://lawyersmutualnc.com/article/the-burden-of-being-reliable/): One of the easiest ways to become indispensable at work is to do good work. Show that you are dependable. Meet your deadlines. Return phone calls promptly. Volunteer to help when someone is in a bind. Before long, people begin to rely on you.
- [A Different Kind of Unclean Hands](https://lawyersmutualnc.com/article/a-different-kind-of-unclean-hands/): Most lawyers are familiar with the doctrine of unclean hands, which prevents a party from obtaining equitable relief when that party has engaged in wrongful conduct. The North Carolina Court of Appeals recently decided a case involving a very different kind of unclean hands. In this case, the witnesses' hands were literally dirty, and that seemingly minor fact ultimately resulted in an invalid will.
- [Join the Crowd](https://lawyersmutualnc.com/article/join-the-crowd/): When the Carolina Hurricanes won the Stanley Cup this month, Raleigh erupted. More than 180,000 people packed the sidewalks ten-deep, leaned out of mid-rise office windows, and stacked themselves floor-by-floor up the concrete tiers of parking decks. They were there to witness something extraordinary. This was the Hurricanes’ second Stanley Cup title. For a few hours, the capital breathed in unison. Neighbors and strangers from every walk of life stood shoulder-to-shoulder, high-fiving over a game played on ice. It felt remarkably good. It felt, for an afternoon, like unity and belonging.
- [Recharge Close to Home: Ten North Carolina Adventures to Try This Summer](https://lawyersmutualnc.com/article/recharge-close-to-home-ten-north-carolina-adventures-to-try-this-summer/): If you need a break from billable hours this summer but don't have time for a major vacation, consider exploring one of North Carolina's hidden gems. Here are ten adventures that might help you recharge without ever leaving the state.
- [Resilience Is a Team Sport](https://lawyersmutualnc.com/article/resilience-is-a-team-sport/): But there has been something missing from the discussions about mindset and resilience. We tend to focus almost exclusively on the individual lawyer’s mindset. We tell lawyers to become more resilient by adopting a more positive mindset. We teach them techniques for managing stress and recovering from adversity. All of that is valuable. Yet it overlooks an important question: What role does the law firm itself play in helping lawyers develop resilience?
- [Anything You Can Do I Can Do Better…and Other Lies We Tell Ourselves](https://lawyersmutualnc.com/article/anything-you-can-do-i-can-do-betterand-other-lies-we-tell-ourselves/): Instead of looking for something valuable that I can take away and use in my own work, I sometimes focus only on what is wrong with the other person’s work. When we encounter another person’s work, we can view it as an opportunity to learn something, or we can see it as a threat. When we see it as a threat, this often elicits feelings of jealousy.
- [From the AI-Assisted Client to the AI-Assisted Pro Se Litigant](https://lawyersmutualnc.com/article/from-the-ai-assisted-client-to-the-ai-assisted-pro-se-litigant/): Not long ago, I wrote about the rise of the AI-assisted client. These are clients who use generative AI tools to draft contracts, analyze legal issues, develop litigation strategies, and even prepare pleadings before ever speaking with a lawyer. Now we may be witnessing the emergence of a closely related phenomenon: the AI-assisted pro se litigant.
- [The Gift of Confidence](https://lawyersmutualnc.com/article/the-gift-of-confidence/): When I entered private practice, I assumed that confidence would come naturally with experience. It didn't. I practiced law for seven years before coming to Lawyers Mutual. During those years, I worked hard, handled a variety of client matters, and did all the things lawyers are supposed to do. Yet I never really developed confidence in my legal abilities. Like many lawyers, I struggled with imposter syndrome. No matter what I accomplished, there was always a nagging voice in the back of my mind suggesting that I wasn't as capable as other lawyers seemed to be.
- [John McCabe Receives NCAJ Founder’s Award](https://lawyersmutualnc.com/article/john-mccabe-receives-ncaj-founders-award/): Lawyers Mutual congratulates John McCabe on receiving the North Carolina Advocates for Justice Founder's Award.

## Our Authors
- [](https://lawyersmutualnc.com/our-author/12470-2/)
- [Zeb Barnhardt](https://lawyersmutualnc.com/our-author/zeb-barnhardt/): Zeb (Barney) Barnhardt, Jr., is a mediator, an arbitrator, a solo practitioner and an independent consultant. Zeb was a founding member on the Board of Directors of BarCARES of North Carolina, Inc. He served a three-year term on the American Bar Association’s Commission on Lawyer Assistance Programs.  He is a volunteer in the NC State Bar’s Lawyer Assistance Program.  Since 2014, he has served as President of LAP Foundation of North Carolina, Inc.
- [Zachary Gorelick](https://lawyersmutualnc.com/our-author/zachary-gorelick/): Zachary Gorelick is a UNC Law 3L (Media Law JD/MA Candidate) and can be reached at zacharyg@live.unc.edu.
- [Woody Connette, Norris Adams, and Natalie Porter](https://lawyersmutualnc.com/our-author/woody-connette-norris-adams-and-natalie-porter/): On December 16, 2013, the United States Supreme Court issued its opinion in Heimeshoff v. Hartford Life & Accid. Ins. Co., __ U.S. __, 2013 WL 6569594, 2013 U.S. LEXIS 9026 (S. Ct. Dec. 16, 2013), which could drastically shorten the statute of limitations period for the filing of ERISA civil actions in cases involving benefit denials under Section 503 of ERISA, 29 U.S.C. 1101 et seq.  The Heimeshoff opinion not only applies to future ERISA cases, but could impact current ERISA matters you are now handling.   As a result of this ruling, attorneys representing claimants in ERISA benefit matters should review their cases immediately to determine the applicable statute of limitations for filing suit. In many cases, attorneys likely will need to consider filing suit immediately. 
- [Woody Connette](https://lawyersmutualnc.com/our-author/woody-connette/): Edward G. “Woody” Connette practices with Essex Richards, P.A. in Charlotte. He has over thirty years of experience in personal injury and class action litigation. Woody has been recognized as one of the NC Legal Elite, the Best Lawyers in America, and NC Super Lawyers. Woody is a Lawyers Mutual insured and member of the inaugural class of Lawyers Mutual’s Charlotte Area Community Board.
- [William T. Belcher](https://lawyersmutualnc.com/our-author/william-t-belcher/): (Updated January 28, 2013)
- [William Stroud](https://lawyersmutualnc.com/our-author/william-stroud/): William Stroud is President of Lawyers Insurance and has managed the NC Bar Association Health Benefit Trust since its inception in 2002. Contact William at wstroud@lawyersmutualnc.com or 800-662-8843.
- [William Cherry III](https://lawyersmutualnc.com/our-author/william-cherry-iii/): The Internet, networked applications, and cloud computing have created a more equitable competitive environment for Small and Mid-Sized Businesses to expand their organizations and improve customer experiences while controlling costs. But with the rapid growth of cyber commerce and unprecedented levels of capturing, storing, and sharing of electronic data, comes an equally rapid increase in security threats. From Internet attacks (malicious content, authentication, and privilege issues) to physical system attacks and theft, cyber threats and privacy breaches are on the rise. Private industry has answered the call with an increasingly sophisticated $30 billion cyber security and privacy industry that is helping government agencies, companies, and individuals contend with the growing array of threats and concerns.
- [William Belcher](https://lawyersmutualnc.com/our-author/william-belcher/): As a general rule, it is a mistake to name an estate or trust as beneficiary of a Qualified Retirement Plan (“QRP”) that includes an Individual Retirement Account (“IRA”).  Naming an estate or trust of a QRP generally results in adverse tax and other consequences and eliminates favorable payout options.  
- [Will Graebe](https://lawyersmutualnc.com/our-author/will-graebe/): Will Graebe came to Lawyers Mutual in 1998 as claims counsel. In 2009, Will became the Vice President of the Claims Department and served in that role until 2019. After a two-year sabbatical, Will returned to Lawyers Mutual as claims counsel and relationship manager. In his role as claims counsel, Will focuses primarily on claims related to estates and trusts, business transactions and real estate matters. Will received his J.D. from Wake Forest University School of Law and his undergraduate degree from Stetson University. Prior to joining Lawyers Mutual, will worked in private practice with the law firm of Pinna, Johnston & Burwell.  
- [Wayne Stephenson as told to Jay Reeves](https://lawyersmutualnc.com/our-author/wayne-stephenson-as-told-to-jay-reeves/): You might think handling legal malpractice claims is dry and tedious work.
- [Wayne Stephenson](https://lawyersmutualnc.com/our-author/wayne-stephenson/): Wayne Stephenson joined Lawyers Mutual in 1989. He has also worked with First Title and Investors Title as both an underwriting and claims attorney. He specializes in real estate matters. You can reach Wayne at 800.662.8843 or at wstephenson@lawyersmutualnc.com.
- [Warren Savage](https://lawyersmutualnc.com/our-author/warren-savage/): Warren Savage is a claims attorney with Lawyers Mutual. Warren spends his days counseling lawyers on litigation and appellate practice issues and advising on practice management and ethics conundrums. Contact Warren at 800.662.8843 or warren@lawyersmutualnc.com.
- [Valerie Johnson](https://lawyersmutualnc.com/our-author/valerie-johnson/): Valerie Johnson has been a trial lawyer since she graduated from the University of North Carolina School of Law with honors in 1994. Her firm, Johnson & Groninger PLLC, with o!ces in Durham and Charlotte, practices statewide in the areas of workers’ compensation law, personal injury and bicycle crash law. She teaches trial advocacy at the University of North Carolina School of Law and has taught workers’ compensation law at the Wake Forest University School of Law. She is an editor of North Carolina Workers’ Compensation Law: A Practical Guide to Success at Every Stage of a Claim, published by LexisNexis. Johnson is a member of the National Academy of Social Insurance and a fellow of the College of Workers’ Compensation Lawyers. She is the 2021 recipient of the Charles L. Becton Award for teaching from the North Carolina Advocates for Justice. Johnson also serves as a director on the Board of Lawyers Mutual Insurance Company.
- [Uta Zacharias](https://lawyersmutualnc.com/our-author/uta-zacharias/)
- [Troy Crawford](https://lawyersmutualnc.com/our-author/troy-crawford/): 919.585.1186 | www.lmtitle.com
- [Tom Lenfestey](https://lawyersmutualnc.com/our-author/tom-lenfestey/):  www.TheLawPracticeExchange.com
- [Tom Boyle](https://lawyersmutualnc.com/our-author/tom-boyle/): tom@trustbooks.com www.trustbooks.com
- [Timothy Pavone](https://lawyersmutualnc.com/our-author/timothy-pavone/): Originally from New York, Timothy Pavone came to North Carolina with the goal of becoming a public servant and attorney.  After achieving this goal, Attorney Pavone knew that opening his own firm would be the best way to quickly earn a reputation in North Carolina as a dependable attorney who clients would enjoy using. He currently enjoys meeting and greeting new faces in Charlotte, NC where he lives, and also is proud to be on the North Carolina indigent attorney list in Mecklenburg County. 
- [Theresa Viera](https://lawyersmutualnc.com/our-author/theresa-viera/): Theresa Viera is an attorney at the McILveen Family Law Firm. She graduated from the George Washington University in Washington, D.C., with a B.A. degree. She attended the University of North Carolina School of Law in Chapel Hill, N.C., and graduated with her J.D. Theresa is an enthusiastic, dedicated, and hard-working attorney. She is committed to helping people across Gastonia, Charlotte, and the surrounding areas.
- [Tawanda Foster](https://lawyersmutualnc.com/our-author/tawanda-foster/): During the week of October 19-25, 2014, the American Bar Association’s Standing Committee on Pro Bono and Public Service launched its “National Celebrate Pro Bono Week.”  This important initiative was aimed at addressing the increasing need for pro bono services during these harsh economic times.  The week was designed to be an effective strategic tool for expanding local efforts to increase access to justice for all.
- [Tacker LeCarpentier](https://lawyersmutualnc.com/our-author/tacker-lecarpentier/): Tacker LeCarpentier is the Director, Annuities & Structured Products for Lawyers Insurance. Please contact Tacker by phone at (919) 247-9070 or by email at tacker@lawyersmutualnc.com.
- [Sylvia Novinsky](https://lawyersmutualnc.com/our-author/sylvia-novinsky/): sylvia@ncprobono.org | ncprobono.org
- [Suzanne Lever](https://lawyersmutualnc.com/our-author/suzanne-lever/): Suzanne Lever has been an assistant ethics counsel for the North Carolina State Bar since 2006. Prior to that, she clerked for Chief Justice Sarah Parker of the North Carolina Supreme Court. She graduated with a B.S. degree from Wake Forest University and earned her J.D. at University of North Carolina School of Law.
- [Susan Liebel](https://lawyersmutualnc.com/our-author/susan-liebel/): Susan Cartier Liebel is the Founder & CEO of Solo Practice University®, the only educational and professional networking community for lawyers and law students designed for those who want to create and grow their solo or small firm practices.   Contact Susan at susan@solopracticeuniversity.com.
- [Steven A. Rowe](https://lawyersmutualnc.com/our-author/steven-a-rowe/): Steve Rowe is a partner with Poyner Spruill LLP and is a member of the firm’s employment law section.  Steve advises and defends employers, before administrative agencies and in state and federal court, in a wide range of employment related issues, including discrimination, harassment, retaliation, wrongful discharge , Fair Labor Standards Act, and the WARN Act.  He also advises clients in regard to employment contracts, including restrictive covenants, employee handbooks and policies.  Steve is a frequent speaker on employment matters and can be reached at  252.972.7108 or srowe@poynerspruill.com.  
- [Stacey Phipps](https://lawyersmutualnc.com/our-author/stacey-phipps/): 919.219.1246 s1phipps@hotmail.com
- [Sonya Pfeiffer](https://lawyersmutualnc.com/our-author/sonya-pfeiffer/): Sonya Pfeiffer is a criminal defense and civil rights lawyer at the boutique law firm Rudolf Widenhouse.  She handles both state and federal criminal cases, and focuses her civil work on wrongful convictions and the violation of rights to a fair trial. She is also a devoted advocate who fights for individual rights through her leadership roles within the North Carolina Advocates for Justice, where she serves as Vice President of Membership and is a member of the Diversity and Inclusion Task Force.
- [Sonja Ebron](https://lawyersmutualnc.com/our-author/sonja-ebron/): Sonja Ebron, a PhD electrical engineer and entrepreneur, is the co-founder of Courtroom5. Courtroom5 is a digital- and artificial intelligence-based platform that, for a small monthly fee, gives its members access to an entire litigator’s toolset, animated video courses, workshops, legal forms and documents, and community forums. Through artificial intelligence capabilities, Courtroom5 is able to stay up-to-date on a case from start to finish, providing specific and timely information and aid each step of the way.
- [Shereena Kamal](https://lawyersmutualnc.com/our-author/shereena-kamal/): Shereena Kamal, a 2L at Elon University School of Law, interned at Lawyers Mutual during the summer of 2023. Shereena earned her undergraduate degree from the North Carolina State University in 2022, graduating cum laude with a B.A. in Political Science and a Minor in Business Administration.
- [Shawn Singleton](https://lawyersmutualnc.com/our-author/shawn-singleton-3/)
- [Shannon E. Hoff, Poyner Spruill](https://lawyersmutualnc.com/our-author/shannon-e-hoff-poyner-spruill/): The Fair Debt Collection Practices Act, 15 U.S.C. §§ 1692 et seq. (the “Act”) imposes civil liability on debt collectors for certain prohibited debt collection practices.  A debt collector who fails to comply with any provision of the Act will be liable for actual damages, costs, reasonable attorneys’ fees and certain statutory damages set forth in the Act.  However, if a debt collector shows that “the violation was not intentional and resulted from a bona fide error notwithstanding the maintenance of procedures reasonably adapted to avoid any such error” then he will not be held liable in any action brought under the Act.  15 U.S.C. § 1692k(c).  The “bona fide error” defense is an absolute defense.
- [Sarah Levitt](https://lawyersmutualnc.com/our-author/sarah-levitt/): sarah@sarah-levitt.com www.sarah-levitt.com 
- [Samantha Cruff](https://lawyersmutualnc.com/our-author/samantha-cruff/): Samantha Cruff is the Marketing Communications Coordinator at Lawyers Mutual. Contact Samantha for information regarding our available risk management publications at 800.662.8843 or samantha@lawyersmutualnc.com.
- [Robynn Moraites](https://lawyersmutualnc.com/our-author/robynn-moraites/): Robynn Moraites is the Executive Director of the NC Lawyer Assistance Program.
- [Robert Jessup](https://lawyersmutualnc.com/our-author/robert-jessup/): Robert H Jessup practices in the areas of personal injury, condemnation, and first-party insurance claim disputes at the Raleigh office of Howard, Stallings, From & Hutson, P.A.
- [Renee Branson](https://lawyersmutualnc.com/our-author/renee-branson-2/): Renee Branson, MA, CReC, is a therapist, educator, and advisor to business leaders on building and sustaining well-being in the workforce. Combining 20 years in education, counseling, nonprofit leadership and as a Certified Resilience Coach (CReC), she provides clients with immediate usable tools to increase resilience, well-being and optimism in the workplace. She works with lawyers, legal marketers, business professionals, nonprofit leaders and others to help them incorporate resilience in their professional lives and in the team they lead. Learn more about RBConsulting and follow Renee @reslilientbounty.
- [Rachel Blunk](https://lawyersmutualnc.com/our-author/rachel-blunk/): Rachel Blunk is currently an associate at Sharpless & Stavola, PA in Greensboro, NC. She has a hybrid practice including civil litigation and business law. She has been named Rising Star in the area of Employment and Labor by North Carolina Super Lawyers in both 2014 and 2015. Rachel speaks and writes frequently on a variety of issues, and focuses her scholarship on legal issues facing the LGBT community in North Carolina.
- [Quay Wembley](https://lawyersmutualnc.com/our-author/quay-wembley/): qwembley4316@gmail.com | LinkedIn 
- [Peter Bolac](https://lawyersmutualnc.com/our-author/peter-bolac/): 919.828.4620 pbolac@ncbar.gov
- [Pegeen Turner](https://lawyersmutualnc.com/our-author/pegeen-turner/): pturner@legalcloudtechnology.com www.legalcloudtechnology.com Twitter: @pegeenturner
- [Paul Coates](https://lawyersmutualnc.com/our-author/paul-coates/): Paul D. Coates is a partner in the Greensboro, North Carolina law firm of Pinto Coates Kyre & Bowers, PLLC, where he practices in the areas of personal injury litigation, civil litigation, and insurance litigation and coverage. He is a member of various bar organizations, and is a frequent lecturer and writer in the areas of insurance law and coverage.
- [Patrick Brown](https://lawyersmutualnc.com/our-author/patrick-brown/): Patrick is the Vice President of Enterprise and Operational Risk Management at Lawyers Mutual as well as filling the roles of Corporate Secretary and Director of Information Security. He is an NCSB board certified specialist in Privacy & Information Security Law and has been designated a Fellow of Information Privacy and a Privacy Law Specialist by the IAPP.  He is always happy to talk about his collection of tinfoil hats or to discuss risk management advice and resources that you may find helpful - you may reach him at 800.662.8843 or patrick@lawyersmutualnc.com.
- [Patrice Walker](https://lawyersmutualnc.com/our-author/patrice-walker/): Just when you think you know everything you need to know in order to reduce your risk of being sued for malpractice, you learn something new.
- [Pat Murphy](https://lawyersmutualnc.com/our-author/pat-murphy/): Pat Murphy is an experienced insurance professional who has been with Lawyers Insurance since 2005. You can read more about her background on her LinkedIn profile. Contact Lawyers Insurance at 800.662.8843 for information regarding insurance quotes.
- [Nora Rock](https://lawyersmutualnc.com/our-author/nora-rock/): Nora Rock is a corporate writer and policy analyst at LAWPRO.
- [Nihad Mansour](https://lawyersmutualnc.com/our-author/nihad-mansour/): Nihad is a Pro Bono Staff Attorney at North Carolina Bar Foundation. You can contact Nihad at nmansour@ncbar.org. 
- [Nick Long](https://lawyersmutualnc.com/our-author/nick-long-2/): 919.585.5642 | nick@lmtitle.com
- [Natalie Porter](https://lawyersmutualnc.com/our-author/natalie-porter/)
- [Mysty Blagg](https://lawyersmutualnc.com/our-author/mysty-blagg/): Mysty is currently a FLEX student at Campbell Law School but will transition to full-time studies in Fall 2019. She currently works as a Healthcare Compliance Investigator while attending school part-time and serving as a mother to her three children. Mysty worked as a clinical dental hygienist for 13 years where she developed a passion for helping people. She is interested in a career involving the legal aspects of Healthcare Technology and Compliance.  Mysty Blagg, RDH, BSDH, J.D. Candidate