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 …
Practice Tips Regarding File Retention and Destruction, and Establishing a File Retention Policy
Practice Tips on File Retention and DestructionIntroduction 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, as does common sense. Applicable Rules and Ethics Opinions When establishing a file retention and destruction …
Plan for Office Relocation
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 …
Create a Move Plan Checklist
How to Create a Move Plan Checklist×Print PDF version Of This HOW TO GUIDE. How to Create a Move Plan Checklist The information provided and the opinions expressed in this monograph are solely those of the author. Neither the State Bar of Texas nor the author are rendering legal, accounting or professional advice and assume …
Client Surveys
Client Surveys×Print PDF version Of This HOW TO GUIDE. By Matthew E. EilersDo you know what clients think of your firm? Are you so preoccupied with your ever-present next hearing or meeting that you fail to take the time and find out? Or maybe you would rather not know as long as the clients pay …
Implement Law Office Marketing Strategies
How to Implement Law Office Marketing Strategies×Print PDF version Of This HOW TO GUIDE. Law office marketing plan The purpose of a law office marketing plan is to help identify and cultivate your client base by implementing strategies to rouse interest in your services. This checklist is designed with the intent to assist attorneys in …
Evaluate Your Office Leasing Needs
How to Evaluate Your Office Leasing Needs×Print PDF version Of This HOW TO GUIDE. Introduction Leasing smart is an intregal part of your practice being on the Road to Success! Office space is often the second largest operating expense of most law firms today. If that is your case, perhaps it is time to renegotiate or …
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