Maintaining a Practice |Maintaining 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 platform, herein …

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 PracticeAlternative Fee ArrangementsWritten byThe LPM DepartmentMay 13, 2024Share this PostNotes: In addition to the legal ethics considerations listed in the table, see Texas Disciplinary Rules of Professional Conduct, Rule 1.04 regarding fees and Rule 5.04 regarding fee sharing. Other than a true nonrefundable retainer agreement, which are relatively rare, any fees …

Maintaining a Practice |Maintaining 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 and omissions …

Maintaining a Practice |Maintaining a PracticeNonrefundable Retainers: Proceed with CautionWritten byThe LPM DepartmentFebruary 28, 2024Share this PostIt’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 …

Maintaining a Practice |Maintaining 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 |Maintaining 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 |Maintaining 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, …