January 18, 2024Locating Your Client File, Documents, or WillShare this PostIf your 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. 1) If the attorney has died: Contact the State Bar of Texas Law Practice Management …
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 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 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 …
Getting Going and Best Practice for Zoom Videoconferencing×Print PDF version Of This Guide. It seems like everyone has started using Zoom, the videoconferencing software. Lawyers are learning to use Zoom to meet remotely with clients and colleagues, courts have signed up for Zoom accounts and are now holding many “video hearings,” and litigators are even …
The Seventh in a Series of Partner Compensation Structure Articlesby Debra L. Bruce, JD, PCC×Print PDF version Of This HOW TO GUIDE. Print the full 7-part series here.This is the Appendix A mentioned in the previous articles in this series discussing structures that law firms commonly adopt for partner compensation.APPENDIX ASample Partnership Agreement Provisions Respecting Compensation Selected …
The Sixth in a Series of Partner Compensation Structures: “Eat What You Kill”by Debra L. Bruce, JD, PCC×Print PDF version Of This HOW TO GUIDE. Print the full 7-part series here.This is the 6th article in a series of 7 discussing structures that law firms tend to adopt for partner compensation.Eat What You Kill (EWYK) …
The Fifth in a Series of Partner Compensation Structures: “Modified Lockstep”by Debra L. Bruce, JD, PCC×Print PDF version Of This HOW TO GUIDE. Print the full 7-part series here.This is the 5th article in a series of 7 discussing structures that law firms tend to adopt for partner compensation.Modified Lock Step Description Many firms have …
The Fourth in a Series of Partner Compensation Structures: “Lockstep”by Debra L. Bruce, JD, PCC×Print PDF version Of This HOW TO GUIDE. Print the full 7-part series here.This is the 4th article in a series of 7 discussing structures that law firms tend to adopt for partner compensation. In Part 1 we discussed the Monarch structure, in Part 2 the Parity structure, …
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