• The Basics 2017: Estate Planning

  • Categories

  • Archives

  • © The Regents of the University of California, 2010-2017. Unauthorized use and/or duplication of this material without express and written permission from this blog’s author and/or owner is strictly prohibited.

2 Key Provisions for Your Fee Agreement

In The Contract that Binds: Your Fee Agreement, we noted that fee agreements should not be governed by simple boilerplate and formulaic thinking. This is true, but there are exceptions to this general advice: Here are two particular provisions that should be considered and likely added to every fee agreement you draft. Continue reading

Using Video to Brand Yourself and Connect with Clients

The following is a guest blog post by Nicole Abboud, Esq.  Ms. Abboud is a Millennial speaker, former practicing attorney, producer and host of The Gen Why Lawyer Podcast, and founder at Abboud Media—a video branding and marketing agency for lawyers.

Your potential clients are online, searching for answers to their legal concerns by consuming digital content. Videos are one way they seek answers. In fact, with over 1 billion hours of YouTube videos watched per day and YouTube ranking as the second largest search engine on the web, it’s safe to say that video is a highly effective way of reaching potential clients. Continue reading

It’s Time to Review Your Calendaring System

Missed deadlines caused by failure to properly calendar matters are the most significant cause of malpractice claims against attorneys. Without a good docket control system, even the most knowledgeable practitioner may miss a deadline or not have enough time to properly prepare. Is your system up to the task? Continue reading

What to Tell Clients About Their Files at the End of the Case

Case files routinely contain documents (and sometimes other property) that clients have provided. The California Rules of Professional Conduct require that an attorney return these items, at a client’s request, when the attorney’s “employment has terminated” (subject to “any protective order or nondisclosure agreement”). Cal Rules of Prof Cond 3–700(D)(1). Here’s sample language that you can use in a letter to a client at the end of the case. Continue reading

Getting Paid: Your Billing Statement

You likely didn’t learn anything about billing statements in law school, but you can’t run a law practice without getting paid. Here are some basic considerations for your billing statements and sample language to put in your fee agreement so that your client knows what to expect. Continue reading

A Conflicts Check Can Save You

thinkstockphotos-490180254A global law firm recently embarrassed itself by not doing a simple conflicts check. As Joe Patrice in his blog post for Above the Law explains, Dentons’ attorneys shot off a letter demanding a retraction from CNN for a story on possible ethics issues with Trump’s nominee for Secretary of Health and Human Services, Rep. Tom Price, before a “simple conflict check” revealed that Dentons also represents CNN. You can do better than that. Create a conflicts check system and use it. Continue reading

Should You Be Using Client Intake Forms?

158183881Most law offices that handle a significant volume of any particular type of case use client intake forms or questionnaires. These forms can aid in office efficiency, but are they really a good idea to use? Continue reading

%d bloggers like this: