Sample File Retention Policy

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

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 …

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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 …

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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 …

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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 …

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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 …

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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 …