Service Confidentiality AgreementWritten byFatima NaeemJuly 15, 2025Share this PostThis Service Confidentiality Agreement (herein referred to as “SCA”) is made and entered into as of [Date, Month, Year] by and between ___________________________________, a law firm in the State of Texas, herein referred to as “Firm,” and ______________________, an online platform, herein referred to as “Platform” (“Firm” …
June 3, 2025Attorney Fee Agreements and Miscellaneous FormsDownload PDF VersionShare this PostCompiled by: Claude E. Ducloux Attorney at Law Board Certified- Civil Trial Law Board Certified – Civil Appellate Law Texas Board of Legal Specialization National Director of Education, Ethics & State Compliance LawPay 3700 North Capital of Texas Highway, Suite 300 Austin Texas 78746 …
June 1, 2025AI Platform Evaluation ChecklistShare this PostDefine Goals and Use Cases Purpose: Identify specific tasks the AI will assist with, such as document review, contract analysis, legal research, or predictive analytics. Scope: Define the boundaries of the AI’s role to ensure alignment with the firm’s or department’s needs. Assess Features and Functionality Accuracy: Evaluate …
Nonrefundable Retainers: Proceed with CautionIt’s tempting to put a nonrefundable retainer clause in your standard fee agreement. The client agrees that the funds are earned upon receipt so the money can go straight into your operating account. No need to mess with trust or IOLTA accounts. Seems easier, right? Not so much. It may result …
How to Obtain a Refund of Unearned Fees You Paid Your AttorneyIf you 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. If Your Attorney Has Died If your attorney has passed away and you want …
January 18, 2024Locating Your Client File, Documents, or WillShare 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 Bar of Texas Law Practice Management …
Sample File Retention PolicyThis 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 and is not intended to replace the lawyer’s professional judgment. A …
Practice Tip Checklist for Developing a File Retention Policy Ask your malpractice carrier for file retention guidance. 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 obtain their file once the case is closed. Address the cost …
How to Plan for Office Relocation×Print PDF version Of This HOW TO GUIDE. Things to Do Prior to the Move: There are eight basic steps to follow in preparing for an office relocation: 12 Months Prior to the Move Assign project manager, coordinator and dedicated word processor. Determine how much space will be needed now …
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