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” …
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 …
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 …
October 21, 2024Practice Tips on File DestructionShare this PostIntroduction In Texas, there is no bright line rule that states when a client file can be destroyed. Thes practice tips are based on the Texas Disciplinary Rules of Professional Conduct and the guidance provided in a few ethics opinions. Applicable Rules and Ethics Opinions Ensure that …
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 …
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 …
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