Law Practice Management |Maintaining a Practice|Starting a PracticeSample File Retention PolicyWritten byThe LPM DepartmentOctober 12, 2023Share this PostThis 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 Practice Management |Maintaining a Practice|Starting a PracticePractice Tip Checklist for Developing a File Retention PolicyWritten byThe LPM DepartmentOctober 11, 2023Share this Post1.) Ask your malpractice carrier for file retention guidance 2.) At a minimum, include the following in your file retention policy How the client will be notified of your file retention policy. How the …
Law Practice Management |Maintaining a Practice|Starting 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 …
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.
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.
Join past State Bar of Texas president Laura Gibson as she highlights the importance or designating a custodian.
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.
Law Practice Management |Law Practice ManagementThe Arc of a Lawyer’s Law PracticeWritten byThe LPM DepartmentOctober 2, 2020Share this PostThe 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 …
Law Practice Management|Practice TechnologyZoom Videoconferencing: Best Practices for AttorneysWritten byThe LPM DepartmentSeptember 25, 2020Share this Post×Download the PDF version of this guide Zoom has become the most ubiquitous video conferencing software in the professional world, and it is particularly widespread in the legal industry. Most lawyers are using Zoom to meet remotely with clients and …
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