Maintaining a Practice |Maintaining a Practice| |Starting a PracticeService Confidentiality AgreementWritten byThe LPM DepartmentJuly 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 …
This guide as a quick overview of client trust accounts. It includes details on managing and closing accounts.
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 …
Maintaining a Practice |Maintaining a Practice|Starting a PracticeLegal Malpractice InsuranceWritten byPatricia PetersonFebruary 28, 2024Share this PostWhat is Lawyers Professional Liability (LPL) Insurance? In the legal profession, it is often referred to as legal malpractice insurance. I will use both terms interchangeably throughout this article. LPL insurance insures a law firm and its employees for acts, errors …
Maintaining a Practice |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 …
Maintaining 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 …
Maintaining 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 …
Law Practice Management|Maintaining a Law PracticeOffice Relocation Plan for AttorneysWritten byThe LPM DepartmentJune 29, 2020Share this PostPlanning to relocate your law firm? To make sure your move goes ahead without a hitch, start planning as early as possible. To streamline the relocation process, follow this office relocation guide from the Law Practice Management Department. Starting …
Law Practice Management|Maintaining a Law PracticeHow to Create a Move Plan Checklist: A Guide for LawyersWritten byThe LPM DepartmentJune 29, 2020Share this PostThe 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 …
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