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 …
Succession Planning: What Does a Custodian Attorney Do? [VIDEO]
In this video, Greg Sampson (2023-2024 Law Practice Management Committee Incoming Chair) identifies the value of succession planning and why it is now more important than ever.
A Closer Look at the Succession Planning Toolkit [VIDEO]
Steve Bolden (Chair of the State Bar of Texas Law Practice Management Committee) highlights the Succession Planning Toolkit and the importance of succession planning for young and older attorneys.
Succession Planning: The Importance of Designating a Custodian [VIDEO]
Join past State Bar of Texas president Laura Gibson as she highlights the importance or designating a custodian.
Run Your Law Firm Like a Business [VIDEO]
Brian Hall (Managing Partner at Traverse Legal in Austin, TX) joins us in this Law Practice Management segment to speak about how his firm grew from a single office in Michigan to a successful, multi-disciplinary firm with over 20 people across several states.
Technology Selection Key Insights
Do you need guidance selecting the right technology for your law firm? Are you uncertain how much you should spend on technology? In this video, TOJI director Joshua Weaver shares two key insights to help you navigate the technology selection process successfully. Additionally, Joshua shares a lesser known strategy for unearthing technology gems often overlooked …
The Arc of a Lawyer’s Law Practice
The Arc of a Lawyer’s Law Practice The pace of change continues to accelerate. The profession can expect cessations issues as part of the fallout. The discipline of law practice is changing. In Texas, regional offices of the Chief Disciplinary Counsel encountered an increase in demand to address situations in which lawyers had died or …
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 …
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