A man pressing his finger onto a digital illustration of a document with a checklist on it.

Practice Tip Checklist for Developing a File Retention Policy

The LPM Department Law Practice Management, Maintaining a Practice, Starting a Practice

 |Maintaining a Practice|Starting a PracticePractice Tip Checklist for Developing a File Retention PolicyWritten byThe LPM DepartmentOctober 11, 2023Share this Post1.) Ask your malpractice carrier for file retention guidance 2.) At a minimum, include the following in your file retention policy How the client will be notified of your file retention policy. How the client can …

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Practice Tips Regarding File Retention, Destruction, and Establishing a File Retention Policy

The LPM Department Law Practice Management, Maintaining a Practice, Starting a Practice

 |Maintaining a Practice|Starting a PracticePractice Tips Regarding File Retention, Destruction, and Establishing a File Retention PolicyWritten byThe LPM DepartmentOctober 11, 2023Share this PostIntroduction  Although there is no rule that specifically lays out the requirements for client file retention and destruction, the Texas Disciplinary Rules of Professional Conduct and a few ethics opinions provide practice tips, …

A well-dressed attorney using a fountain pen to sign a stack of papers.

The Arc of a Lawyer’s Law Practice

The LPM Department Closing a Practice, Law Practice Management, Succession Planning

 |Law Practice Management|Succession PlanningThe Arc of a Lawyer’s Law PracticeWritten byThe LPM DepartmentOctober 2, 2020Share this PostThe pace of change continues to accelerate. The profession can expect cessations issues as part of the fallout. The discipline of law practice is changing. In Texas, regional offices of the Chief Disciplinary Counsel encountered an increase in demand …

An jubilant attorney greeting people on her laptop during a Zoom call

Zoom Videoconferencing: Best Practices for Attorneys

The LPM Department Law Practice Management, Practice Technology

Law Practice Management|Practice TechnologyZoom Videoconferencing: Best Practices for AttorneysWritten byThe LPM DepartmentSeptember 25, 2020Share this Post×Download the PDF version of this guide Zoom has become the most ubiquitous video conferencing software in the professional world, and it is particularly widespread in the legal industry. Most lawyers are using Zoom to meet remotely with clients and …

A middle-aged concerned attorney sitting at this desk

How To Protect Your Clients and Firm in the Event of Death, Disability, Impairment, or Incapacity

The LPM Department Closing a Practice, Law Practice Management, Succession Planning

Law Practice Management||How To Protect Your Clients and Firm in the Event of Death, Disability, Impairment, or IncapacityWritten byThe LPM DepartmentSeptember 4, 2020Share this PostThis information is designed to help you protect your clients’ interests in the event you are suddenly rendered unable to practice law. With some advanced planning, you can ensure a smoother …

A male judge reading a document in his chambers.

What to Do When an Attorney has Abandoned His Practice, Is Incapacitated, or Deceased

The LPM Department Closing a Practice, Law Practice Management

Law Practice Management|What to Do When an Attorney has Abandoned His Practice, Is Incapacitated, or DeceasedAssumption of Jurisdiction, A Guideline for Judges or Other Interested PersonsWritten byThe LPM DepartmentSeptember 4, 2020Share this PostAttorneys are aging. Because of a weak economy many attorneys are sole practitioners (while others never wanted anything other than to practice on their …