Locating Your Client File, Documents, or Will

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 …

Opening a Small or Solo Law Firm in Texas: Choosing an Entity Structure and Other Requirements

Opening a Small or Solo Law Firm in Texas: Choosing an Entity Structure and Other RequirementsThe State Bar’s Law Practice Management Department often receives questions about starting a small or solo law firm in Texas. The most common questions include whether there are specific requirements for opening a law practice in Texas, what entity type …

Sample File Retention Policy

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

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 Regarding File Retention and Destruction, and Establishing a File Retention Policy

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 …

covid - Texas Bar Practice

Getting Going and Best Practices for Zoom Videoconferencing

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 …

partner compensation - Texas Bar Practice

Partner Compensation Structure Series—Part 7: Appendix A

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 …

partner compensation - Texas Bar Practice

Partner Compensation Structure Series—Part 6: Eat What You Kill

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) …

partner compensation - Texas Bar Practice

Partner Compensation Structure Series—Part 5: Modified Lockstep

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 …