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

What to Tell Your Client When Litigation Is Over

ThinkstockPhotos-474217181When litigation is over and you’ve completed the representation, here’s what you need to tell your client. Continue reading

How to Delegate Better

ThinkstockPhotos-499742164Have you ever delegated work to a contract or associate attorney and been disappointed with the result? It may be that you need to improve your delegating skills. Here are some tips to help you get the results you want. Continue reading

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