How Long Do You Have to Keep Client Files?

young lawyer considering whether to use a motion in limine to include evidenceYou’d think there would be a straightforward answer to this question, but unfortunately there’s no clear rule under California law. Here’s a look at the ways this issue is approached and how to best protect yourself. Continue reading

5 Things to Include in Your Email Policy

sending protected email between attorney and clientOne of the first communications you should send to a new client is your email policy.  Explain the dangers involved in emailing privileged information and tell them what precautions to take. Continue reading

Don’t Forget to Include Client Responsibilities in Your Fee Agreement

lawyer handing fee agreement to client with provisions setting out responsibilities of lawyer and clientYour attorney fee agreement should not only state your responsibilities as the attorney, it should also include a provision setting out the client’s responsibilities. Check out these sample provisions. 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