Law Firm Marketing & Management

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Drone Shot of Wisconsin Avenue in Milwaukee at Night
Aerial shot of East Town Milwaukee, Wisconsin at night from over the lakefront, looking towards the downtown office buildings of Juneau Town

Running a business in Wisconsin is no small feat. Between managing employees, serving customers, monitoring cash flow, and planning for growth, it is easy to let the “formal” requirements of operating through a separate legal entity slip down the priority list. Yet corporate housekeeping is more than paperwork. It helps preserve the distinction between the business and its owners, supports sound decision-making, and makes the company easier to finance, insure, sell, or transition.

The practical rule: operate the business…
Continue Reading Staying on Track: Why Wisconsin Businesses Should Prioritize Corporate Housekeeping

Spring is the season for cleaning and organization—and it can also be a good time for businesses to revisit their document retention policies. For any combination of paper files, emails, and digital records, having a thoughtful business records management strategy can help reduce risk, control storage costs, and ensure compliance with legal requirements.

As you review what to keep, archive, or dispose of, consider the following key issues.

Be Mindful of Litigation Holds

If your business is involved in…
Continue Reading Spring Cleaning for Your Business: Consider Your Document Retention Practices

Integrated estate & business planning is often the missing link for high-achieving individuals who have mastered their craft but haven’t yet bulletproofed their legacy. As a licensed professional or a successful business owner, you dedicate your life to building, protecting, and growing valuable assets—whether that’s a thriving medical practice, a boutique consultancy, or a multi-unit enterprise. You excel at foresight within your field, but have you applied that same rigorous strategy to the interconnected futures of your personal wealth

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Continue Reading Why Integrated Estate & Business Planning Works

We at OG+S spent quite a bit of time and energy building our Points of Culture. Because a group of people are always going to have a culture so we wanted ours to be intentional. Then to keep our intentional culture top of mind, we have an interview question about them, we talk about them intentionally each week. You will hear references to our Points of Culture sprinkled in conversations throughout the week, too. It helps us keep our…
Continue Reading The Culture Cycle

  • Did your company file its Annual Report?
  • Did you corporation select its board or directors and do its annual resolutions?
  • Did you come up with goals and a budget for next year?
  • Did you celebrate your wins?

It’s that last one that comes hardest to many. Some people are born with confetti in their hands. Others celebrate by moving to the next thing on their To Do list. But this is the season for celebration, so let’s take a…
Continue Reading Year End Yays!

Closeup of Vote by Mail envelope
Closeup of a Vote by Mail envelope, official balloting material - business reply mail, USPS first class mail.

In August of this year, the US Post Office announced a new rule that included without much fanfare a MAJOR change in when letters are postmarked. Under this new rule, most letters will no longer be postmarked on the day the letter is received by a post office but instead postmarked a day later when the letter is processed at a regional mail processing facility.
It is important that mailers understand the distinction between the date when the Postal…
Continue Reading Postmark changes at the Post Office and late mail

Congratulations on successful job interview!

Limited liability companies, or LLCs, are comprised of owners identified as “Members” under the LLC’s organizational document, which in Wisconsin is called an Operating Agreement.  A Member’s ownership interest is typically denominated in units and expressed as a percentage of overall units called “Membership Interests.”  The number of units issued is typically tied to the Member’s capital contributions to the LLC.  When a Member is considering a sale or transfer of the Member’s Membership Interests in the LLC, proper…
Continue Reading Five Considerations When Selling Your Limited Liability Company Membership Interests  

The rush to integrate AI is understandable. New tools promise faster drafting, richer research, and smoother operations. Adoption alone, however, is not enough. When powerful systems land in people’s hands without a shared understanding of how to use them well, the risks expand as quickly as the possibilities. A parallel track in AI literacy changes that. It develops users who are curious, appropriately skeptical, and legally careful. It also tends to produce better work.

By AI literacy, I mean…
Continue Reading Adopt the Model, Train the Human: AI Literacy as the Parallel Track to Integration

At OG+S, we’re committed to staying ahead of the curve as technologies evolve — not for the sake of change itself, but because smarter tools help us serve clients better and create a more effective work environment for our team.

In today’s rapidly shifting legal landscape – efficiency, security, and flexibility are critical. That’s why we’ve been actively reviewing and improving our technology stack: ensuring that the tools we use support how we work today, while also positioning us…
Continue Reading Embracing Innovation at OGS: Exploring Smarter Tools for Legal Work

Long gone are the days when simply stuffing articles with keywords was enough to climb search rankings. With changes to search engine AI programming, the focus has shifted to providing high-quality content that serves the needs of web users.
As an attorney, keeping abreast of changes to key digital marketing tactics is crucial to making informed choices and having knowledgeable conversations with your marketing and SEO teams. Whether your firm outsources your legal marketing or handle your content in-house,

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Continue Reading SEO and Your Legal Content: Does Quality Need to Suffer to Rank?

Startups move quickly. Founders are focused on building, shipping, and staying alive. Legal work tends to come in later, often after something has already gone wrong. At that point, fixing the issue usually costs more than it would have to prevent it.

After years of working with startups, I have seen a handful of problems show up again and again. They are simple to avoid if you ask the right questions early. Here are the five conversations I wish…
Continue Reading Start Smarter: The Legal Basics Every Startup Needs

Law firms and lawyers face a unique marketing challenge: promoting their services while upholding strict ethical standards. With the rapid expansion of online marketing, maintaining professionalism and integrity is key. Unfortunately, this can be difficult when you are engaging with other professionals that are not familiar with these rules. Making sure your online content complies with ethical rules is crucial. Understanding what terms that you should avoid, potential alternatives to common unethical phrasing, and partnering with a knowledgeable marketing

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Continue Reading Ethics in Legal Marketing: Your Obligations and Compliance in Online Content

Business people talking digital tablet at work, planning website and looking for creative ideas on internet together in modern office. Employees and team discussing plan on technology in meeting
Business people talking digital tablet at work, planning website and looking for creative ideas on internet together in modern office. Employees and team discussing plan on technology in meeting

If your startup began life as an LLC, you’re not alone. A lot of founders are told that starting as an LLC is “easier” or “cheaper.” That might be true on paper, but if you’re planning to raise venture capital (even eventually) it’s usually better to start as a C-Corporation.

Here’s one reason why: converting from an LLC to a C-Corp during a financing round can trigger a surprise tax bill if you’re not careful.

When a company converts…
Continue Reading From LLC to C-Corp Without a Tax Hangover

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SCOTUS usually makes headlines with its end of the year report (for 2024, Chief Justice Roberts focused on threats to judicial independence), and everyone’s still talking about President Trump saying “Thank you again. Thank you again. I won’t forget.” to Roberts following this year’s State of the Union address.
Meanwhile, your state court’s State of the Judiciary address or report is likely slipping by unnoticed. And ignoring it is a missed opportunity. These reports are more than just ceremonial…
Continue Reading The State of the Judiciary is… a Marketing Opportunity ?