The Capital
Q3 2025 August
Live From the Desk: President’s Message
ALA Capital Chapter Honors 2025 Toni K. Allen Scholarship Recipient Zahra Dinkins
The ALA Capital Chapter, along with its valued business partners, proudly congratulates Zahra Dinkins, a distinguished honors graduate from School Without Walls and the 2025 recipient of the Toni K. Allen Scholarship
To celebrate Zahra’s achievements, the Chapter hosted a luncheon in her honor at Cranes restaurant, where she was joined by her proud mother and grandmother. During the event, Zahra was awarded a $10,000 scholarship to support her college education. (See more on page 22).
The Capital Chapter has a long-standing commitment to supporting students from District of Columbia Public Schools, particularly those pursuing careers in the legal field. We recognize that far too many promising students are unable to realize their college ambitions due to financial barriers, despite graduating high school with honors and immense potential.
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In This Edition:
` Live from the Desk: President’s Message
` New Members
` Chapter Member Anniversaries
` Member Spotlight: Joanna Hurt
` Member Spotlight: Kimberly Santaiti-Potter
` Hack Your Own Firm!
` Law Firm Billing: A Complete Guide & Best Practices for Growth
` Rapid-Fire Marketing: Six Tips for the Administrator Who Is Also a Marketer
` Five Hidden Risks Law Firms Can’t Afford to Ignore
` Legislation: What’s Trending
` Community Engagement
` Event Wrap Up: Spring Social, Happy Hour, Toni K. Allen Lunch
` Upcoming Events
` Business Partner Listing
Marie Woods, President
The Toni K. Allen Scholarship has changed the lives of numerous students over the years, empowering them to pursue higher education and make a meaningful impact in their communities. Yet, we know there is more work to be done.
Washington, DC’s business landscape is heavily influenced by the legal industry, and law firms here have consistently demonstrated their generosity through contributions to important causes such as the Legal Aid Society and Lawyers
Have Heart. We believe the legal community would also welcome the opportunity to invest in the next generation of leaders—students like Zahra—by supporting scholarships for DC high school graduates. So today, we’re asking for your help.
On November 12, the Capital Chapter will host its first Legal Industry Cornhole Challenge, an exciting new fundraising event to benefit college-bound DC students. This year’s tournament will be held at Alston & Bird, and we are inviting every law firm in
Chapter Member Anniversaries
the city to join us in this spirited competition for a great cause. Start building your teams, practicing your throws, and getting ready to compete. Special challenges await Managing Partners—you won’t want to miss it! Stay tuned for more details, and we look forward to seeing you on the boards.
Let’s come together to make a lasting impact on the future of our city’s students.
Marie Woods
We enjoy recognizing our member anniversaries. We thank them for their time and the commitment they have shown to the Chapter. We are grateful to have dedicated and loyal members like them!
5 YEARS
` Emily Goodall, Operations Manager, Ballard Spahr LLP
` Claudia Strickland, Accounting/Human Resources Manager, O'Donoghue & O'Donoghue LLP
WELCOME
10 YEARS
` Lori T. Bernstein, Legal Administrator, Pasternak & Fidis, P.C.
` Helen Elizabeth Fiori, Office Manager, Debevoise & Plimpton LLP
MEMBERS
` Katelyn Benton, Director of Administration, Simpson Thacher & Bartlett LLP
` Angela Carswell, Head of Administration and Operations, Werner Ahari Mangel LLP
` Ariel Casey, Branch Office Manager, Peckar & Abramson, PC
Joined between April 15, 2025-July 31, 2025
15 YEARS
` Nga Phan, Human Resources Manager, Milbank LLP
` Patrice O. Shannon, Senior Human Resources/Attorney Recruiting Manager, Pillsbury Winthrop Shaw Pittman LLP
` Gabriella McKinney Marshall, Human Resources Manager, Jackson & Campbell, P.C.
` Mini Newell, Head of People, Culture and Compliance, Conn Maciel Carey LLP
` Lidia Shelley, COO, Relman Colfax PLLC
Chapter Leadership
President
Marie Woods
Van Ness Feldman LLP
President-Elect
Joanna Hurt
Perkins Coie
Immediate Past President
Karen Lee
Carr Maloney P.C.
Secretary/Treasurer
Robert Bieber
Wilkinson Barker Knauer LLP
Secretary/ Treasurer-Elect
Linda Padron
Barnes & Thornburg LLP
Vice President, Business Partner Advisory
Fawn Elzie
Kobre & Kim LLP
Vice President-Elect, Business Partner Advisory
Karen Laumoli
Wilkes Artis, Chartered
Vice President, Community Services
Ericka Brundage
Mayer Brown LLP
Vice President-Elect, Community Services
Kimberly Santaiti-Potter
Alston & Bird LLP
Vice President, Diversity, Equity, & Inclusion
Deorsay Pratt
Gilbert LLP
Vice President-Elect, Diversity, Equity, & Inclusion
Angela Tyson
Vice President, Communications
Emmanuel Adedigba Elias Law Group LLP
Vice President-Elect, Communications
Christina Weber Munger, Tolles & Olson
CHAPTER STAFF
Staff Director
Carol Montoya
Executive Director
Paul Haaland, CAE
Director of Events
Rebecca Royal, CMP
The Capital Connection is published on a quarterly basis for members of the Capital Chapter of the Association of Legal Administrators to provide information for the education and benefit of legal administrators, law office managers, managing partners of law firms, and other law related associations. Capital Connection is not engaged in rendering legal, financial, tax counseling or advice through this publication. The contents of all articles, letters, videos, and advertisements published in Capital Connection should not be considered endorsements by the Capital Chapter of ALA nor the opinion expressed therein of any products advertised. Contributing authors are requested and expected to disclose financial and/or professional interests and affiliations that may influence their writing position. Articles and materials accepted for publication are subject to editing by the editorial team and become property of the Capital Chapter of the Association of Legal Administrators. Links to Capital Connection may not be shared without permission from the Chapter.
Join us as we learn more about Joanna Hurt, Office Business Director, Perkins Coie LLP.
Joanna is the chapter’s President-Elect.
What motivated you to join the association/chapter?
My predecessor at my old firm voluntold me to sign up.
What do you enjoy most about being a member of this chapter? The people. There is a genuine spirit of collaboration, and everyone is always willing to support one another to ensure we all do our best work.
What advice would you give a new member trying to make the most of their association/chapter membership?
Go to as many events as you can and never be afraid to introduce yourself.
Please share a memorable experience you’ve had as part of our community?
I loved being a part of the Toni K. Allen Scholarship process. Interviewing high school students with big dreams was inspiring.
What trends or changes have you noticed in our industry lately? AI-powered solutions are streamlining repetitive tasks, allowing legal administrative professionals to focus on higher-value work.
How do you see your involvement with the association/chapter evolving in the future?
I hope to further strengthen our Chapter’s legacy by welcoming and inspiring younger generations to get involved. Together, we can create a vibrant community where everyone learns from each other and thrives.
Share a fun fact or hobby that people might not know about you. I went to college with Steph Curry. He was a freshmen when I was a senior at Davidson.
What book, podcast, or resource would you recommend to other members?
My new supervisor gifted me The Fiver Languages of Appreciation in the Workplace by Gary Chapman & Paul White. It’s a great read!
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Joanna Hurt, Office Business Director, Perkins Coie LLP
Capital Chapter President-Elect
What are you looking forward to in your year as president-elect?
I look forward to educational opportunities with our business partners that go beyond their usual offerings. They possess a wealth of knowledge on a wide range of topics, and I believe we can all benefit from their insights.
Member Spotlight
What is a significant milestone or achievement in your professional journey?
I started a new job in February at a big law firm, Perkins Coie. Taking on this challenging and dynamic role has been both exciting and rewarding, and it represents an important
Join us as we learn more about Kim Santaiti Potter, HR Manager, Alston & Bird.
Kim is the chapter’s Vice President-Elect of Community Services.
Who introduced you to ALA?
Sandra Mallory, Executive Director of Smith Gambrell & Russell
What motivated you to join the association/chapter?
Getting to know folks who share similar experiences and challenges, and I was eager to expand my professional network.
What do you enjoy most about being a member of this chapter?
Connecting with colleagues, exchanging ideas, and staying informed on industry trends has been an invaluable experience. Building meaningful relationships that contribute to my professional development has been especially rewarding.
What advice would you give a new member trying to make the most of their association/chapter membership?
Please attend the educational sessions, the networking events and you don’t want to miss the Conferences!
Please share a memorable experience you’ve had as part of our community?
Several years ago, at the ALA National Conference in Nashville, we ( Continued on the following page )
step forward in my professional growth.
Want to be featured in the ALACC Member Spotlight?
Click here to complete the brief questionnaire. Submissions are accepted on a rolling basis. We look forward to celebrating you!
allsteeloffice.com
Kim Santaiti Potter, HR Manager, Alston & Bird
Capital Chapter Vice President-Elect of Community Services
Member Spotlight (continued)
were treated to a special evening at the Grand Ole Opry. During the performance, Rick Springfield surprised the audience by stepping off the stage and— much to my shock—stood on my chair while playing his guitar! It was both an exhilarating and slightly terrifying moment, but one that made for an unforgettable experience.
What trends or changes have you noticed in our industry lately?
It’s encouraging to see firms prioritizing mental health and well-being —it’s a meaningful and much-needed shift in workplace culture.
How do you see your involvement with the association/chapter evolving in the future?
Continuing to take on more responsibility for the chapter and driving chapter membership.
What are your future goals?
Continuously striving to grow as a mom, a dog mom, and a leader!
Share a fun fact or hobby that people might not know about you. Still watching Friends every night.
What are you looking forward to as a new board member? Being able to support my chapter
and help them grow.
What is a significant milestone or achievement in your professional journey?
I kicked off my career as a secretary and slowly climbed my way into management—learning a ton and having a blast along the way. Seeing things from all angles has helped me understand and connect with people better.
Want to be featured in the ALACC Member Spotlight?
Click here to complete the brief questionnaire. Submissions are accepted on a rolling basis. We look forward to celebrating you!
Business Partner Spotlight
Hack Your Own Firm!
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Hack Your Own Firm Before They Do: Why Law Firms Must Get Serious About Penetration Testing
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By Alan Currin, Aldebaran Group
GO ON THE ATTACK!
As a law firm administrator, cybersecurity is probably a part of your job now in a way it wasn’t as recently as just a few years ago. Investments in cybersecurity in the form of software, services and staff are also likely to be a growing portion of your firm’s monthly expenses. Your firm is, hopefully, building layers of security around its computer networks to protect against cyberattacks. To know if this security is working, you need to hack your own firm.
WHY WOULD I HACK MY OWN FIRM?
Ever hear the old saying, “virtue untested is no virtue at all?” It certainly ( Continued on the following page )
applies to all your cybersecurity efforts. Those layers of security your firm is investing in – how do you know they are working? Hack yourself before the bad guys do!
BECOME A HACKER IN ONE EASY STEP
It isn’t reasonable, of course, for most law firm administrators to become actual computer hackers, regardless of the number of steps required. There is a service you can enlist to do the hacking for you, and it should be available through your IT service provider. The service is typically called Network Penetration Testing. Think of it like this: a controlled cyberattack launched by ethical hackers you hire. Their job? Break into your network the same way a real attacker would—only they’ll show you what they did, how they did it, and how to minimize the chances that a real hacker will do it. By proactively uncovering these weaknesses, your technical team can take steps to remediate them before a breach occurs.
WHAT’S INVOLVED IN NETWORK PENETRATION TESTING?
Network penetration testing typically follows a structured process to ensure a thorough and effective evaluation. Here is a general overview of the steps involved:
1 Planning and Scoping
The first step in penetration
testing involves defining the scope and objectives of the test. This includes identifying the network assets to be tested, understanding the potential threats, and establishing
the rules of engagement. Collaboration between the law firm’s administrators, IT staff, and external testing professionals is crucial to ensure a comprehensive assessment. ( Continued on the following page )
Business Partner Spotlight (continued)
2 Reconnaissance
During this phase, testers gather information about the network, systems, and applications to identify potential entry points. This may involve passive and active reconnaissance techniques, such as scanning for open ports, examining publicly available information, and mapping the network topology. The goal is to understand the attack surface and identify areas that may be vulnerable to exploitation.
3 Vulnerability Analysis
Once reconnaissance is complete, testers analyze the gathered information to identify vulnerabilities within the network. This involves using automated scanning tools and manual techniques to detect weaknesses,
such as outdated software, misconfigurations, and weak passwords. The analysis helps prioritize vulnerabilities based on their potential impact and likelihood of exploitation.
4 Exploitation
In this phase, testers attempt to exploit identified vulnerabilities to gain unauthorized access to the network. This step simulates real-world attack scenarios to determine the extent of potential damage. Testers may use a combination of automated tools and manual methods to exploit weaknesses and assess the effectiveness of existing security controls.
5 Post-Exploitation
After gaining access, testers
focus on assessing the impact of the exploit. This involves determining the extent of access achieved, identifying sensitive data that could be compromised, and evaluating the potential for further lateral movement within the network. The goal is to understand the consequences of a successful attack and identify additional weaknesses that could be exploited.
6 Reporting
The findings from the penetration test are documented in a detailed report, which outlines the identified vulnerabilities, the methods used for exploitation, and the potential impact on the network. The report also includes recommendations for remediation, prioritizing actions based on the severity of the vulnerabilities. This documentation serves as a valuable resource for the law firm’s administrators and IT teams to address security gaps effectively.
7 Remediation and Re-Testing
Following the penetration test, IT teams work to implement the recommended remediation actions. This may involve applying software patches, updating configurations, and enhancing security controls. Once remediation is complete, a followup penetration test is conducted ( Continued on the following page )
Business Partner Spotlight (continued)
to ensure that the vulnerabilities have been effectively addressed and that no new weaknesses have been introduced.
BENEFITS OF NETWORK PENETRATION TESTING
1 Identifying Vulnerabilities Before Hackers Do
As noted above, one of the primary benefits of network penetration testing is the ability to discover vulnerabilities before they are exploited by malicious actors.
2 Enhancing Security Measures
Insights obtained through penetration testing help your team enhance security.
3 Ensuring Regulatory Compliance
If your firm handles sensitive client data like Protected Health Information (PHI) and is subject to HIPAA regulations or other data protection regulations, penetration testing helps demonstrate compliance with these regulations by providing documented evidence of proactive security efforts. Regular testing and subsequent remediation actions contribute to a firm’s ability to meet legal and ethical obligations in safeguarding client information.
4 Building Client Trust
Clients entrust law firms with highly sensitive and confidential
information. More clients and potential clients are requiring firms to document the security measures the firms are taking to protect their data. Regular penetration testing and remediation demonstrate a commitment to cybersecurity and data protection.
5 Meeting Requirements of Cybersecurity Insurers
As the cybersecurity landscape continues to evolve, insurers are increasingly requiring law firms to demonstrate robust security practices as a condition for coverage. Network penetration testing is often a key requirement for obtaining and maintaining cybersecurity insurance.
START YOUR HACK ATTACK!
Reach out to your IT resource to check if a network penetration program is already active. If not, pursue a program with your IT resource if it is capable, or reach out to another IT resource that is capable and can tailor a program to hack your firm to keep it safe.
Alan Currin is a Partner with Aldebaran Group, a managed IT service provider delivering effective, common-sense solutions to small and mediumsized law firms in the Washington, DC metro area since 2010. If you have questions about Penetration Testing or Cyber threats in general, contact Alan at Alan.Currin@ AldebaranGroup.com
Law Firm Billing: A Complete Guide & Best Practices for Growth
By Centerbase
Law firm billing is more than just an administrative task—it’s the engine that drives profitability, sustainability, and client trust. The way your firm bills impacts cash flow, client retention, and your overall reputation. But billing isn’t always straightforward. By combining organized processes, smart technology, and automation, your firm can create a workflow that works for both your team and your clients.
Whether you’re refining your current process or building a system from scratch, understanding billing models and best practices is essential. Here’s how to set your firm up for success.
COMMON LAW FIRM BILLING MODELS
Different types of work call for different billing approaches. Most firms use a combination of these models based on case type, client needs, and how predictable the workload is.
` Hourly Billing: The most traditional model. Attorneys track time in six-minute increments and charge set hourly rates. It’s common for complex or unpredictable matters, though clients may worry about escalating costs.
` Flat Fees: A single fee for a defined service, like drafting a will or forming an LLC. This builds trust through price predictability and minimizes billing disputes.
` Contingency Fees: Clients pay only if the firm wins, typically as a percentage of the settlement. Common in personal injury cases, it makes services accessible but requires the firm to shoulder financial risk.
` Retainers: Clients pay upfront, often held in trust and drawn down as work is completed. This provides predictable income and is typical for ongoing advisory relationships. ( Continued on the following page )
Business Partner Spotlight (continued)
BILLING BEST PRACTICES
Strong billing practices do more than ensure payment—they build trust and reduce disputes.
` Create Transparent, Detailed Invoices: Itemize charges with clear descriptions so clients understand exactly what they’re paying for. This minimizes backand-forth and speeds up payment.
` Streamline Your Workflow: Automate billing through legal software that integrates time tracking, matter management, and accounting. This cuts manual work, reduces errors, and accelerates invoicing.
` Capture Billable Hours Accurately: Use tools that let attorneys log time immediately. Advanced solutions even capture time from emails or document work, so you don’t lose billable hours.
` Follow Billing Guidelines: Stay compliant with regulations and client rules, such as UTBMS codes or LEDES formats. Regular audits catch issues before they become problems.
` Offer Flexible Payments: Modern clients expect options like credit cards or ACH. Making it easy to pay supports cash flow and client satisfaction.
SETTING THE RIGHT RATES
Pricing legal services isn’t just about covering costs—it’s about aligning with the market, reflecting your value, and staying competitive.
` Benchmark Against the Market: Research local rates by firm size and practice area. Review surveys and your own data to ensure you’re neither undercharging nor overpricing.
` Account for Overhead: Your rates should cover not just attorney time but also rent, insurance, staff salaries, and technology.
` Match Rates to the Work: Use hourly billing for unpredictable cases and flat fees for routine work. Consider discounts for high-volume clients or premium rates for especially complex matters.
` Review Regularly: Check your rates yearly to keep pace with inflation, costs, and shifts in the market.
ESSENTIAL INVOICE ELEMENTS
Professional, compliant invoices reduce the risk of payment delays and disputes. Every invoice should include:
` Client and matter info
` Dates of service
` Timekeeper details
` Descriptions of work performed
` Hours billed and rates
` Subtotals and totals
` Payment terms and due date
For corporate or insurance clients, be sure your invoices align with outside counsel guidelines, including any required codes or formats.
COMMON BILLING CHALLENGES
Even firms with solid billing processes can run into obstacles.
Ben Plaisted Ben.Plaisted@cbre.com
Greg Scheipers Greg.Scheipers@cbre.com
( Continued on the following page ) cbre.com/dc
Business Partner Spotlight (continued)
` Inefficient Systems: Manual entry and disconnected systems waste time and increase errors. Integrated software can eliminate double work and recover billable hours.
` Write-Downs from Poor Communication: Vague billing practices confuse clients, leading to disputes and forced write-downs. Clear, proactive communication protects your value.
` Tracking Codes and Descriptions: UTBMS codes help standardize invoices, but inconsistent use can create confusion. Likewise, vague entries like “Call: 30 min” don’t show value— specific details build trust.
TIPS TO OPTIMIZE BILLING
Small improvements can have a big impact on cash flow and client relationships.
` Automate Time & Invoicing: Legal software that links time tracking to invoicing ensures no billable work slips through and dramatically cuts administrative hours.
` Use Payment Plans & Recurring Billing: For ongoing work, automated billing keeps revenue steady without manual follow-ups.
` Streamline Pre-Bills: Digital pre-bill reviews let attorneys edit and approve entries quickly, avoiding the slow paper shuffle.
` Send Automated Reminders: Friendly, consistent reminders
help keep payments top of mind and reduce aged receivables.
` Accept Online Payments: Clients want to pay like they do everywhere else—via card or online portal. This convenience accelerates collections.
TRANSFORM BILLING FROM A BURDEN TO A STRATEGIC ADVANTAGE
Modern billing isn’t just about sending invoices—it’s about improving profitability, cash flow, and client satisfaction. With the right processes and tools, billing can support growth instead of being a bottleneck.
Centerbase helps midsize firms do exactly that. Our platform combines multi-matter billing, automated time capture, pre-bill approvals, and online payments— all fully integrated with accounting and matter management. By reducing administrative workload and improving the client payment experience, your firm can get paid faster and spend more time practicing law.
READY TO MODERNIZE YOUR BILLING?
Book a demo to see how Centerbase can help or explore our billing features on our website. Contact Abby Drake, Director of Events & Experiences, at 972-743-7051 or abby.drake@centerbase.com
Business Partner Spotlight
Rapid-Fire Marketing: Six Tips for the Administrator Who Is Also a Marketer
By Jocelyn Brumbaugh, Founder, Builden Partners
For many legal administrators, marketing is one of many hats they wear. In today’s market, raising firm profiles and keeping attorneys visible is more important than ever. The good news: a full marketing team or a big budget isn’t required to make a meaningful difference. With the right tools and a few strategic habits, you can help position your firm for success in small, manageable steps.
Here are six tips designed for busy administrators who are also the de facto marketers:
1 Upgrade Your Firm’s Newsletter
Email newsletters remain one of the most effective and affordable marketing tools for law firms – the tricky part is getting your recipients to open them. A few quick adjustments can take your open and click rates to the next level:
` Subject lines matter: The subject line is your first, and sometimes only, chance to grab attention. Keep it no more than 10 words, leveraging the title of content within the newsletter – something like “3 Legal Tips for Your Summer Hiring Plans” to spark interest.
update. Leverage hyperlinks to content and focus on key items that are timely and relevant to your audience. Concise newsletters are more
likely to be read than ones overloaded with information.
` Make it mobile-friendly: Nearly half of emails are opened on mobile devices,
( Continued on the following page )
` Less is more: Don’t pack your newsletter with every
Business Partner Spotlight (continued)
so make sure you review both the desktop and mobile versions of your newsletter, double-checking drafts on your phone to ensure a smooth reader experience.
Pro Tip: Mailchimp or Constant Contact for user-friendly templates and analytics to help you make the most out of your newsletters.
2 Position Your Attorneys as Thought Leaders (Without Blowing Your Budget)
Thought leadership doesn’t require fancy PR firms. If you have attorney buy-in, you can help your attorneys shine by:
` Repurposing what they already know: Attorneys often answer the same client
questions – turn answers into content. Compile FAQs into blog posts or LinkedIn updates. A brief explanation of a recent legal development can position your firm as a go-to resource for clients and prospects.
` Encouraging event participation: Speaking at a bar association event, joining an industry panel or even hosting a CLE session are valuable opportunities. After the event, amplify their visibility by sharing photos and key highlights on your firm’s website and social media channels.
` Sharing insights on LinkedIn: Attorneys are often hesitant to post on LinkedIn because they don’t know what to say. Help them draft conversational posts about industry trends or recent
wins. Simple commentary framed as “What does this mean for you?” can start meaningful conversations.
Pro Tip: Schedule a monthly 15-minute check-in with attorneys to gather content ideas. This keeps marketing top-of-mind without taking up much of their time.
3 Use Free or Low-Cost Tools
Polished, professional marketing materials don’t require expensive software. With the right tools, you can produce content that rivals what larger firms put out.
Canva is a great choice as it:
` Is easy to use for designing social media graphics, event invitations, pitches and presentations.
Dembo Jones team members have joined CLA.
` Offers thousands of templates, colors and fonts for quick customization to match your firm’s branding — no graphic design experience required.
` Has a free version with plenty of features.
` With the right tools, you can create marketing materials that look professional without hiring outside vendors.
4 Create a Simple Marketing Calendar
Consistency is more impactful in marketing than trying to do everything at once. A marketing calendar doesn’t need to be ( Continued on the following page )
Business Partner Spotlight (continued)
complicated to help you stay organized and ahead of the game.
Start by creating something lightweight to track:
` Key dates: Identify upcoming firm events, speaking engagements, award submissions and industry conferences that could inspire relevant content and help avoid last-minute scrambling.
` Content deadlines: Set reminders to draft, review and send newsletters or social media posts. Leveraging a set rhythm can build visibility over time.
` Reminders: Schedule reminders to update bios, refresh practice pages or renew the firm’s Google Business profile. Ensure all information is current and reflects the firm’s latest accomplishments.
Pro Tip: Perfection isn’t the goal –an Excel sheet or Outlook calendar can serve as your marketing hub. Create a system that keeps your firm visible and engaged in a manageable way.
5 Leverage AI for Marketing Communications
Drafting content that is taking up valuable time? Artificial intelligence (AI) can be your secret weapon. AI platforms, like ChatGPT, Microsoft Copilot or Gemini are great for:
` Initiating content creation: AI can draft the first version of a client alert, social media
post or bio update in seconds. Then, you can edit for tone and accuracy.
` Brainstorming ideas: If you’re having a difficult time locating trending topics or don’t have the time to do the research yourself, AI can do the work for you. Ask AI any question to help get the ball rolling.
` Improving internal communications: From new hire announcements to event invitations, AI can help you craft professional, concise messages that get the point across clearly.
Pro Tip: Always review AI-generated content for accuracy. AI saves time, but it doesn’t replace human judgment.
6 Start Small but Start Now
Marketing is overwhelming when firms try to tackle everything at once. Successful programs don’t start big; they start small and grow over time. Here’s where you can start:
` Post once a week on LinkedIn: Maintaining a consistent presence on LinkedIn can keep your firm top of mind.
` Update attorney bios with recent wins or publications: Bios should reflect current experience, awards and thought leadership to position your attorneys as trusted advisors.
These small steps can build momentum and improve your firm’s visibility while demonstrating the value of marketing to stakeholders, making ( Continued on the following page )
EXTRAORDINARY LEADERS. INCLUSIVE CULTURES.
it easier to secure buy-in for larger initiatives down the road.
MARKETING DOESN’T HAVE TO BE COMPLEX TO BE EFFECTIVE
As a legal administrator, your time and resources are often stretched thin. By adopting a few smart tools and focusing on high-impact
activities, you can build a marketing program that amplifies your firm’s visibility and supports your attorneys’ business development goals.
Jocelyn Brumbaugh is a recognized leader in law firm marketing and business development, with more than 20 years of experience driving strategy, counseling the C-suite
Business Partner Spotlight
and building high-performing marketing, business development and communications teams. As the founder of Builden Partners, she helps law firms grow their bottom lines through business development coaching, cohort programs and strategic marketing initiatives. She can be reached at jocelyn@buildenpartners.com
Five Hidden Risks Law Firms Can’t Afford to Ignore
By CalmHR
1 The Cost of Turnover - Can you afford to lose top talent? Research by SHRM suggests that replacement costs can be as high as 50%-60% with overall costs ranging anywhere from 90%200%, when factoring in the additional resources needed to recruit, hire, onboard and train a new employee.
In a market where skilled legal professionals have options, your firm’s benefits strategy can be the deciding factor in whether top performers stay or go. Does your firm’s offering reflect your values—and attract the right talent? Or does your firm continually chase the annual increases with higher out-ofpocket costs? There’s a solution to change this dynamic.
2 Controlling Your Second Largest Expense: Rising Healthcare Costs – What You Don’t Know Is Hurting You
Many firms accept annual increases without understanding the underlying drivers—or that alternative strategies exist. With the right
( Continued on the following page )
Business Partner Spotlight
(continued)
partner, you can increase value and reduce costs without disrupting coverage, changing carriers, or increasing your employee’s contribution or out-of-pocket costs. Rethink benefits strategy: You may be able to eliminate deductibles and out of pockets expenses and lower your overall costs!
3 Juggling Multiple Systems –A Hidden Time Drain
When your HR, payroll, compliance, and benefits are handled by different vendors or platforms, inefficiencies multiply. Disparate systems increase the risk of errors, eat into billable time, and frustrate staff. Integration isn’t a luxury— it’s a necessity for productivity and peace of mind. How many platforms are your administrators logging into each week?
4 Missed Tax Opportunities –
Are Your Partners Leaving Money on the Table?
HSA Shoebox Rule: Many firms utilize HSA eligible plans, but partners may not realize the extreme value of a triple taxfree program and the best way to use it for their personal benefit. Watch this short clip to learn how to fully leverage and maximize your HSA’s tax advantages: HSA Shoebox Rule . There are additional tax benefits available to partners that will multiply their tax deductions and amplify their long-term effect.
5 Benefits Compliance -
Are you audit-ready?
Staying compliant with evolving federal, state, and local employee benefits regulations is not just a legal necessity—it’s a reputational safeguard. From ACA reporting to mental health parity and price transparency rules, law firms are increasingly under the microscope. One small misstep can lead to costly penalties or even litigation.
Simple checks and balances using SME oversight and automated systems ensure your firm stays compliant and protected.
In conclusion, these risks may not always be visible, but they carry real financial and operational consequences for law firms. CalmHR was built to help firms address these challenges with integrated solutions and expert guidance—so you and your firm can focus on what it does best, while we handle the rest. Schedule a consultation to learn more.
CalmHR was created for law firms, providing comprehensive backoffice solutions so you can focus on what truly matters—your firm’s success. Whether it’s HR, payroll, compliance, or employee benefits, our solutions are designed to act as a seamless extension of your firm, handling critical administrative facets with the highest level of expertise and precision. For more information, contact Demi Pietri at Demi@calmhr.com
Legislation: What’s Trending
H.R.1 - One Big Beautiful Bill Act
Passed by Congress on July 3, 2025, the “One Big Beautiful Bill” Act (OBBB or the “Act”) includes several finalized provisions that significantly impacts employment and HR practices that firms and their administrators should closely review and prepare to implement. Key changes include the elimination of federal income tax on overtime pay and tips, expanded child tax credits, and strengthened border and immigration enforcement. Employers should prepare for potential impacts on wage and hour policies, employee inquiries, and tax reporting requirements. Other key considerations include considering whether to retroactively implement HSA telemedicine changes. Employers should also evaluate whether to retroactively apply recent HSA changes for telemedicine. If benefit plan terms for the 2025 plan year have already been finalized, consider whether adjustments are needed to align with the updated guidance.
Retroactive Benefits:
Certain benefits, including the tax exemption on overtime, apply retroactively. Employers may need to review and adjust past payroll accordingly.
Health Insurance - Bronze and Catastrophic Level Plans
To qualify to open or contribute to
a Health Savings Account (HSA), an individual must: (1) be enrolled in a qualified high-deductible health plan (HDHP), (2) have no disqualifying health coverage, (3) not be enrolled in Medicare, and (4) not be claimed as a dependent on someone else’s tax return for the current year.
The OBBB marks a significant change by automatically designating all Bronze and Catastrophic plans available on the Exchange as HSA-compatible HDHPs—even if they don’t meet traditional HDHP standards. This shift is notable, as many Bronze plans cover some non-preventive services before the deductible, and many Catastrophic plans have out-of-pocket maximums that previously made them ineligible for HSA use.
Dependent Care Flexible Spending Accounts (DCFSA)
Since 1986, the DCFSA limit has remained fixed at $5,000, with no adjustments for inflation. The OBBB brings the first meaningful update in four decades, raising the limit to $7,500 (or $3,750 for married couples filing separately) for plan years starting in 2026. While the new cap is still not indexed for inflation and falls short of prior legislative proposals such as the Build Back Better bill, it still represents a meaningful improvement to the current limit.
Student Loan Repayment Assistance
Under the qualified educational assistance program (QEAP), employers can provide up to $5,250 per year in tax-free educational benefits to employees. These programs must be documented in a formal written plan and offered to all eligible employees. Unlike traditional education benefits tied to job duties, QEAPs can support non-job-related education, offer greater flexibility, and attract talent. Originally expanded under the CARES Act and extended through 2025 by the Consolidated Appropriations Act, the provision allowing QEAPs to cover student loan repayment is now permanent under the OBBB. Beginning in 2026, the $5,250 annual cap, unchanged since 1979, will also be indexed for inflation.
Compliance: PCORI
The Patient-Centered Outcomes Research Institute (PCORI) fee is an annual fee paid by selfinsured health plans and some health insurance issuers to fund the Patient-Centered Outcomes Research Institute. The fee for plan years ending between October 1, 2024, and September 30, 2025, is $3.47 per covered life. The fee is reported and paid annually on IRS Form 720, with the payment typically due by July 31st following the end of the plan year.
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Compliance: Form 5500 Filing
The Form 5500 series, including Form 5500, Form 5500-SF (Short Form), and Form 5500EZ, is an annual reporting requirement for most employee benefit plans under the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code. This filing provides information about the plan’s financial condition, investments, and operations to the Department of Labor (DOL), the IRS, and the Pension Benefit Guaranty Corporation (PBGC).
WHO NEEDS TO FILE?
Most private-sector employers that sponsor a 401(k) or similar retirement plan, or an ERISAcovered welfare benefit plan (such as health insurance), are required to file Form 5500 annually.
Large Plans: Plans with 100 or more participants must file the standard Form 5500.
Small Plans: Plans with fewer than 100 participants may qualify to file the simplified Form 5500SF, if certain criteria are met.
Community Engagement
PERFORMANCES/ ENTERTAINMENT
Summer Movie Series (All Summer)
Events DC’s Summer Movie Series is a free annual outdoor screening of family-friendly movie hits. Come and enjoy giveaways, movie snacks, community resources, a live DJ and more activities. This summer you can catch movies like Wicked, Piece by Piece, Moana 2, and Mufasa.
Dear Summer Festival DC (August 16; 5:00–11:00p)
A Celebration of Culture, Community, and Vibes. Dear Summer Festival is a vibrant, dayto-night outdoor experience that blends music, food, and culture into one unforgettable celebration.
2nd Annual Chocolate City Criterium ‘25
(August 17; 8.30am–9.30pm)
Recognized as USA Cycling’s District of Columbia Criterium Championship, this all-day event features high-speed, spectatorfriendly bike races alongside live Go-Go music, local food trucks, a beer garden, and local small business vendors.
The Dog Days of Summer at RFK (August 26; 4:00–7:00pm)
Celebrating International Dog Day…this event will engage local pet businesses in Wards 5, 6 and 7 to showcase their services and products, advocacy groups and the local pet hospital in Eastern Market.
Exempt Plans: Governmental and church plans are not subject to Form 5500 filing requirements.
FILING DEADLINES
The deadline to file Form 5500 is generally the last day of the seventh month after the end of the plan year—typically July 31 for calendar-year plans.
An extension of up to 2.5 months (to October 15 for calendar-year plans) may be requested by filing Form 5558 with the IRS before the original deadline.
The AfroPlus Festival (August 31; 2:00-11:00pm)
The AfroPlus Festival lands in Washington, D.C. A celebration of global Black music and culture.
WABA Adult and Youth Bicycle Education Class
(September 7; 9:00am-1:00pm)
WABA is contracted by the DC Department of Transportation to host youth and adult bicycle education classes throughout the District.
OTHER EVENTS
Things To Do DC - Things To Do® is the premiere organization for young professionals to socialize and network. Take a look at their full calendar list of events and activities around the DC area.
Event Wrap Up
The past few months were busy with community meetings, a membership happy hour, and two of our hallmark events: Spring Social and Toni K. Allen Scholarship Presentation and Networking Lunch.
The chapter kicked off spring on May 1 with a networking social at Kick Axe and Throw Social. The event brought together members and Business Partners for networking and some cathartic and competitive axe throwing.
We braved summer in the city for a happy hour at Dauphines
Spring Social
on June 26. The gathering was a vibrant celebration of community and collaboration, bringing together members, chapter leaders, Business Partners, and potential members. The atmosphere was lively, with meaningful conversations, idea exchanges, and new connections.
The annual Toni K. Allen Scholarship Presentation & Networking Lunch was held on July 10 at Cranes. Members and Business Partners gathered to recognize and celebrate the ALA
Click here to see more photos from the Spring Social.
Capital Chapter Foundation’s 2025 scholarship recipient, Zahra Dinkins. Zahra is a graduate of DC’s School Without Walls and will attend Spelman College in the fall, where she plans to study Political Science. Zahra told us, “Growing up on Capitol Hill in Washington DC., I’ve lived at the intersection of politics, history, and activism… DC has revealed to me the importance of harnessing the power of my voice and advocating for change”
Membership Happy Hour
Click here to see more photos from the Happy Hour.
