In 2023, Lawyers Mutual reintroduced our Community Boards in all three regions of the state: Western, Charlotte/Piedmont, and Eastern, and completed a successful year of meetings. These meetings served as a valuable platform for gathering feedback from insureds to generate new risk management resources. Topics encompassed a wide range of pertinent issues, including talent management and hiring concerns, professionalism among seasoned members of the bar, maintaining civility in the courtroom, navigating eCourts, and the implications of the Corporate Transparency Act.

All three Community Boards strongly encouraged Lawyers Mutual to continue with value-added services, recognizing these offerings are a key differentiator from competitors and a significant factor in insured retention.

In 2023, Lawyers Mutual focused many efforts on Wellness. We initiated a new Wellness article and blog series, publishing articles in our newsletter, and offering CLE programming focused on attorney wellness.

Will Graebe, LM claims attorney and resident wellness expert, wrote and presented numerous CLEs on the benefits of applying wellness activities to a busy law life.  When sharing advice on meditation and mindfulness with his fellow attorneys, Will often draws upon his own experiences while examining the neuroscience behind the practices.

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LM Title completed a strong 2025, achieving record performance across key operational areas, including total revenue, sales activity, and gross profit.

In 2025, total file volume increased meaningfully compared to the prior year, with consistent year-over-year growth throughout each month of the calendar year.

Industry activity remains below both pre-pandemic and peak-pandemic levels, hampered by elevated interest rates and subdued real estate transaction volumes, particularly as declines in existing home sales continue to impact the overall industry.  As part of our long-term growth strategy, we made targeted investments in personnel and marketing throughout the year.

Operationally, we continue to evaluate opportunities to improve efficiency and scalability through technology enhancements and workflow automation. While not all initiatives progressed as planned, we remain focused on identifying solutions that will enhance productivity and position the company for long-term success.

Our online continuing legal education (CLE) programs remain a cornerstone of our marketing strategy, with strong participation levels continuing into 2026. These programs support both client engagement and brand visibility across our markets.

We are proud of our performance in 2025, particularly given ongoing market headwinds. The results reflect the dedication and execution of our team, as well as our disciplined approach to growth. Looking ahead, we anticipate continued market challenges but remain confident that our strategic investments and operational focus will support long-term stability and value for our policyholders.

In 2024, operations of LM Consulting & Services folded into the parent company to consolidate risk management and law practice management services. The mission of the Lawyers Mutual Risk & Practice Management department is to assist insureds throughout the life of the modern law practice:  law firm startup, strategic growth and planning, technology innovations, compensation planning, path to partnership, and succession planning.

HIGHLIGHTS OF 2024

Law Firm Consultations. 2024 saw the launch of free consulting as an added benefit to our insureds. Erik Mazzone and Camille Stell offered three free hours of consults to insureds in the areas of law firm startup, practice management, marketing, technology, compensation, path to partnership, succession planning and law firm winddown.

In 2024, we spoke with 340+ insureds via individual law firm virtual consults. Approximately one-third of the consults centered on technology issues, one-third on practice management issues (other than technology) such as marketing or process improvements, and one-third on issues relating to retirement and succession planning.

Risk Management Hotline. This resource has been available since the introduction of Lawyers Mutual’s risk management services more than thirty years ago. Insureds can call and speak with risk management professionals or claims attorneys about risk issues such as disaster planning or handling red flag clients. Following the natural disaster of Hurricane Helene, we offered a virtual disaster planning CLE due to the increased risk management inquiries from our insureds across the state.

HELP. Handling Emergency Legal Problems or HELP sprung into action over a decade ago. In the event of the unexpected death or disability of a law firm owner, Lawyers Mutual can assist law firms in triage of sudden emergency situations. The best preparation is to have a disaster plan in place, but if there is no plan, Lawyers Mutual can guide a firm through those initial days and help bring order to chaos.

On-demand CLE Platform. In 2023, Lawyers Mutual launched our on-demand CLE platform. That year our insureds viewed 427 hours of on-demand CLE programming. In 2024, growth spiked 29% with insureds viewing 549 hours. In 2025, we will be increasing our on-demand library significantly with new CLE videos and learning opportunities.

Speaking Engagements, CLEs, Publications. We continue to deliver impactful content on topics that are important to legal professionals. With more than 50 speaking engagements, 50+ articles, risk management alerts, white papers, and risk management practice guides, education continues to be a cornerstone of our mission.

2024 Law Firm Management Conference. In December, we hosted a virtual practice management conference with 118 attorneys and 29 paralegals and staff in attendance. The conference was well received and will be offered again in 2025.

We enjoy collaborating with our insureds and encouraging them in their journey. In a world where change takes place lightning fast, Innovation in your law office is more important than ever.

Our people are our strength. We hope you’ll get to know our client relationship team.

Adam Pierce and Kelly Gold each have over 20 years of insurance experience. Both are very service-oriented and help lawyers and law firms understand and procure protection from Cyber liability, professional liability as well as placing all the other coverages that a law firm might need.

Ken Hudson has been educating his clients on the transition to Medicare, as well as assisting with life insurance, dental coverage and disability insurance for 25 years.

Delores Hunter has helped countless law firms enroll in the NC Bar Association Health Benefit Trust for more than 20 years and has spent her career in the health benefit arena.

Adam, Kelly, Ken and Delores are personable and dedicated to meeting our customers’ needs. Each is a pillar of strength and stability to our mission to serve our customers.