|Resources for the PublicLocating Your Client File, Documents, or WillWritten byThe LPM DepartmentJanuary 18, 2024Share this PostIf your attorney has died, closed their office, or is otherwise not able to be located, here are some suggestions for locating your client file or documents, like a will. 1) If the attorney has died: Contact the State …
|Starting a PracticeOpening a Small or Solo Law Firm in Texas: Choosing an Entity Structure and Other RequirementsWritten byThe LPM DepartmentNovember 7, 2023Share this PostThe State Bar’s Law Practice Management Department often receives questions about starting a small or solo law firm in Texas. The most common questions include whether there are specific requirements for …
|Maintaining a Practice|Starting a PracticeSample File Retention PolicyWritten byThe LPM DepartmentOctober 12, 2023Share this PostThis file retention policy is a sample to help lawyers prepare their own file retention policies and should be adapted to meet the needs of each lawyer’s individual practice. This sample policy does not cover all situations in all law practices …
|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 …
|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, …
Steve Bolden (Chair of the State Bar of Texas Law Practice Management Committee) highlights the Succession Planning Toolkit and the importance of succession planning for young and older attorneys.
Join past State Bar of Texas president Laura Gibson as she highlights the importance or designating a custodian.
Brian Hall (Managing Partner at Traverse Legal in Austin, TX) joins us in this Law Practice Management segment to speak about how his firm grew from a single office in Michigan to a successful, multi-disciplinary firm with over 20 people across several states.
|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 …
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