If you got hit by a bus tomorrow,
who closes your active files?
Canadian law practices are uniquely exposed: trust accounts, active matters, and client privilege create obligations that don't pause for illness, injury, or unexpected absence. Zeyvera builds the systems that protect your clients — and your practice.
Your clients, your matters, your obligations — all locked in your head.
Law Society rules require you to protect clients in the event of incapacity. Most solo and small firms have no plan to actually do it.
Active files without a coverage plan
Who handles your open matters if you're hospitalized for two weeks? Without a designated coverage lawyer and documented file summaries, your clients face real exposure.
Trust accounts only you can access
Trust account management requires strict compliance. If you're the only one who understands the ledger — or has access — a sudden absence becomes a Law Society problem fast.
Client relationships that are personal, not portable
Your best clients retain you, not your firm. If you're gone, they don't transfer easily to a colleague — especially if no one else knows the file or the relationship history.
No documentation your team can act on
Where are the passwords? The billing instructions? The file organization system? Most law practices run on tribal knowledge that lives with one person.
Ontario's Law Society requires client contingency plans — but most solo practitioners haven't built them yet. That means no coverage lawyer, no client notification protocol, and no documented file handoff. One emergency away from a complaint.
The 4-Lawyer Problem
A small firm loses a partner for 8 weeks.
Who holds the client relationships? Who approves large files? Who knows the billing codes for that one difficult client who's been with the firm for 20 years? Who has the passwords to the software the firm bought 6 years ago and never documented?
That's not a rare scenario — it's a structural vulnerability. And it rarely shows up until it becomes an emergency.
Regina solo practitioner — building continuity before it was too late
A solo family law practitioner in Regina with 15 years of active files and no documented procedures engaged Zeyvera after a colleague was hospitalized unexpectedly. She watched her colleague's clients scramble for weeks — missed court dates, confused trust account access, no coverage lawyer arrangement in place.
Over 3 weeks, Zeyvera documented her complete practice operations: client intake, active file management, trust account procedures, billing and collections, and court date tracking. We built a coverage lawyer protocol with a colleague she'd already identified but never formalized an arrangement with. The complete continuity package was reviewed with her Law Society practice advisor.
Outcome: documented continuity plan covering all critical practice operations, formalized coverage lawyer arrangement, and Law Society-aligned succession documentation — all completed in 3 weeks with under 5 hours of the practitioner's time.
Law firm continuity planning across Saskatchewan, Alberta, and Western Canada
Zeyvera works with law practices across Western Canada — from solo practitioners in Saskatoon and Regina to multi-partner firms in Calgary, Edmonton, and Winnipeg. Whether you're a family law practice in Moose Jaw, a real estate firm in Prince Albert, or a litigation boutique in Lethbridge, our virtual engagement process delivers the same structured continuity documentation regardless of your location.
Canadian Law Society obligations around succession planning apply to every jurisdiction — and most solo and small firm practitioners haven't built the documentation to satisfy them. If you're a law firm owner searching for business continuity planning in Saskatchewan, Alberta, or Manitoba, Zeyvera delivers the coverage protocols, trust account documentation, and practice operations SOPs your firm needs to stay compliant and protected.
Continuity planning built for legal practice — not adapted from it.
Every step of our 7-step framework is applied to the specific operational realities of law practice: trust accounting, active matters, client privilege, and professional obligations.
Not ready to talk?
Find out where your practice's biggest gaps are.
6 questions. Under 2 minutes. Get your top 3 continuity risks.
Take the Risk Assessment
I've spent my career in the trades, construction, and operations — watching businesses run on founder memory until it breaks. Zeyvera exists because I've seen what happens when the person who knows everything is suddenly gone.
What enterprise law practice consultants charge — vs. what Zeyvera costs.
Big firm succession planning consultants are built for Bay Street firms. If you run a 1–15 lawyer practice, you need something built for your reality.
| Enterprise Practice Consultants | Zeyvera | DIY + Law Society Templates | |
|---|---|---|---|
| Pricing | $300–$600/hr, open-ended | $2k–$15k flat-fee | Low cost, high time cost |
| Timeline | 3–6 months | 2–6 weeks | Months if it gets done at all |
| Designed for | Large multi-partner firms | 1–15 lawyer owner-operated practices | Generic practice |
| Deliverables | Large reports, complex frameworks | Actionable protocols you use Monday | Blank forms, no guidance |
| Regulatory alignment | Law Society compliance | Built for Canadian Law Society requirements | Template, verify yourself |
| Coverage arrangement | Not included | Coverage lawyer protocol included | Not addressed |
Flat-fee. You know the total before you start.
Choose the right scope for your practice. Book a discovery call and we'll confirm the fit.
- Active matters audit + risk summary
- Trust account access inventory
- Emergency coverage protocol
- Password & access documentation
- 2-week delivery
- Complete 7-step engagement
- Full practice operations documentation
- Client notification + handoff protocols
- Trust accounting compliance checklist
- Coverage lawyer arrangement template
- Automation opportunity map
- 90-day check-in included
- 4–6 week delivery
- Everything in Foundation
- Multi-lawyer scope
- Practice area SOPs
- Associate onboarding + supervision documentation
- Partner succession planning framework
- Staff training materials
- Quarterly review cadence (1 year)
What law firm owners ask us before they start.
Ready to protect your clients — and your practice?
Book a free 30-minute discovery call. We'll talk through where your practice's biggest risks are and whether Zeyvera is the right fit for your situation. No hard sell.