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 …
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, …
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 …
Maintaining a Practice |Maintaining a PracticePartner Compensation Structure Series Part 7: Appendix AWritten byDebra L. BruceJune 26, 2020Share this Post×Print PDF version of this guide.APPENDIX A Sample Partnership Agreement Provisions Respecting Compensation Selected Provisions Of Agreement of Limited Liability Partnership Of A & B, L.L.P. [not intended as a complete partnership agreement] This AGREEMENT OF …
Maintaining a Practice |Maintaining a PracticePartner Compensation Structure Series Part 6: Eat What You KillWritten byDebra L. BruceJune 25, 2020Share this Post×Print PDF version of this guide.This is the sixth article in a series of seven discussing structures that law firms tend to adopt for partner compensation.Eat What You Kill (EWYK) Description Each lawyer’s compensation is …
Maintaining a Practice |Maintaining a PracticePartner Compensation Structure Series—Part 5: Modified LockstepWritten byDebra L. BruceJune 25, 2020Share this Post×Print PDF version of this guide.This is the fifth article in a series of seven discussing structures that law firms tend to adopt for partner compensation.Modified Lockstep Description Many firms have modified the lock step model to allow …
Maintaining a Practice |Maintaining a PracticePartner Compensation Structure Series Part 4: LockstepWritten byDebra L. BruceJune 25, 2020Share this Post×Print PDF version of this guide.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, and in Part 3 the Executive Committee Monarchy.Lock …
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