Protexure

06/03/2026

Could your engagement letter be creating unnecessary risk for your law firm?

Many malpractice claims begin with a simple misunderstanding about what an attorney was hired to do—or who the attorney was representing.

A well-written engagement letter can help:

✅ Define the scope of representation
✅ Set client expectations
✅ Clarify billing arrangements
✅ Identify services that are not included
✅ Reduce the likelihood of disputes

If you haven't reviewed your engagement letter template recently, now may be a good time.

Read our latest blog to learn how better engagement letters can help protect your practice.
Read the full article: https://hubs.ly/Q04jVlqh0

05/21/2026

AI is quickly becoming part of everyday accounting workflows — from tax prep and audit analytics to financial reporting and advisory services. But one thing hasn’t changed:

👉 The CPA is still responsible for the outcome.

This article from Ops Intel breaks down what firms need to know about AI compliance in 2026, including guidance from the AICPA, SEC, PCAOB, and emerging state AI laws. It highlights a growing reality for accounting professionals: using AI without proper governance can create significant professional liability exposure.

A few key takeaways:
• AI-generated work still requires human verification
• Client confidentiality obligations apply to AI tools
• Documentation of AI use is becoming increasingly important
• State and international AI regulations are expanding quickly

As AI adoption grows, firms that combine efficiency with strong oversight and risk management will be in the best position moving forward.

Worth the read for any CPA firm thinking seriously about AI implementation:

Read the article here: https://hubs.ly/Q04hwcGz0

When AI makes an error in a financial statement, audit opinion, or tax filing, the CPA is liable — not the software vendor. US accountants face AICPA competence obligations, SEC guidance, PCAOB audit standards, and a growing number of state AI laws that apply now.

05/08/2026

Clients today expect more from their law firms than strong legal work alone.

A recent legal industry report found:
✔️ 83% of clients say technology impacts their confidence in a law firm
✔️ 35% have considered switching firms because of operational or communication frustrations
✔️ Cybersecurity and responsiveness matter more to clients than “flashy” technology features

Communication, organization, responsiveness, and secure handling of information are becoming increasingly important parts of the client experience.

As the legal industry evolves, many firms are focusing not only on legal strategy, but also on improving how clients experience working with their firm.

📖 Read the report here:https://hubs.ly/Q04fZdjp0

05/05/2026

This week is National Lawyer Well-Being Week.

Lawyers are often focused on clients, deadlines, and outcomes, but long-term performance depends on well-being behind the scenes.

A few simple but meaningful practices can help:

▪️Build in short breaks during the workday to reset focus
▪️Set boundaries around after-hours communication when possible
▪️Stay connected with colleagues instead of working in isolation
▪️Prioritize sleep, movement, and hydration (even in busy weeks)
▪️Normalize asking for support when workload or stress builds

Well-being isn’t a one-week initiative but a reminder to be an ongoing part of a healthy legal career.

04/27/2026

As law firms grow, risk changes in ways that aren’t always obvious.

More attorneys. New practice areas. Larger matters.
But professional liability coverage doesn’t always evolve at the same pace.

That’s where gaps can start to appear.

If your firm has grown recently, it’s worth taking a closer look at:
• Whether your coverage limits still match your current exposure
• How new attorneys or practice areas may have changed your risk
• Whether your policy reflects your firm as it exists today,not when it was first set up
• Any blind spots created by expansion or change

Growth should move your firm forward—not leave you exposed.

We break it down here:
https://hubs.ly/Q04dy_Dp0

04/24/2026

Our Lawyers Professional Liability Program is built exclusively for brokers placing coverage for firms with up to 20 attorneys.

• Enhanced commission opportunities may be available
• Fast underwriting response – typically within 24 hours
• Streamlined online submission platform – quote, submit, and manage renewals in one system
• Excellent retention performance – driven by responsive service and ease of doing business
• Strong carrier backing – AM Best “Excellent” rated insurer with competitive coverage options

Learn more about our exclusive program: https://hubs.ly/Q04dmGGY0

04/22/2026

Today we celebrate Administrative Professionals Day and the people who keep everything running behind the scenes.

A special shoutout to Fran Moreno, our incredible Office Manager. From keeping operations seamless to supporting our entire team, Fran is a huge part of what makes our day-to-day success possible.

Thank you for everything you do, Fran. We appreciate you today and every day.

04/16/2026

AI is becoming a daily tool in accounting, but it’s also introducing new risks that many firms may be overlooking.

A new Forbes article points out an important trend: smaller accounting firms may actually face more AI-related risk than larger firms.

Larger firms often have structured review processes, IT support, and compliance checks in place. Smaller firms, meanwhile, tend to adopt new tools faster and with fewer formal safeguards.

That can create gaps around data security, accuracy, and client information handling.

The takeaway? It’s not just about adopting new technology—it’s about using it safely.

Read more here:
https://hubs.ly/Q04c1q540

04/15/2026

Why is professional liability insurance going up for some law firms but not others?

Even in today’s competitive market, pricing can vary widely based on:

▪️Claims history
▪️Practice areas
▪️Firm size and complexity
▪️Cyber + AI exposure
▪️Risk management practices
▪️Regional trends

Read the full breakdown: https://hubs.ly/Q04c6XGF0

04/14/2026

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