Practice Tip Checklist for Developing a File Retention Policy

Kevin Henderson Growing a Practice, Law Practice Management, Maintaining a Practice, Starting a Practice

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

Kevin Henderson Growing a Practice, Law Practice Management, Maintaining a Practice, Starting a Practice

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 …

Technology Selection Key Insights

Texas Bar Books Staff Law Practice Management, Practice Technology

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 …

planning - Texas Bar Practice

The Arc of a Lawyer’s Law Practice

A'Naiya Davis Closing a Practice, Law Practice Management, Succession Planning

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 …

covid - Texas Bar Practice

Getting Going and Best Practices for Zoom Videoconferencing

A'Naiya Davis COVID-19 Resources, Law Practice Management, Maintaining a Practice, Practice Technology

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 …