Client Surveys×Print PDF version Of This HOW TO GUIDE. By Matthew E. EilersDo you know what clients think of your firm? Are you so preoccupied with your ever-present next hearing or meeting that you fail to take the time and find out? Or maybe you would rather not know as long as the clients pay …
June 23, 2020Retention and Destruction of Client FilesShare this PostRetention and Destruction of Client Files Unfortunately, there is no one specific rule in Texas regarding the requirements for retention and destruction of client files. Texas Disciplinary Rules of Professional Conduct However, Texas Disciplinary Rules of Professional Conduct give us some guidance: TDRPC 1.05 requires that confidential …
June 22, 2020Cloud Computing for LawyersShare this PostWhat is cloud computing? Cloud computing is a term used to describe off-site storage or software as a service that utilizes Internet connectivity to access its benefits. In other words, instead of being stored on a local computer or server, data is stored on a remote server. Why …
June 22, 2020Paperless Office for LawyersShare this PostThe paperless office is getting more press now than ever, and lawyers should consider this as an option for practice management. There are several reasons to go paperless: It can save you money. You won’t need file cabinets, which saves you space. You won’t use reams of paper …
Creating a Disaster Readiness Plan×Print PDF version Of This HOW TO GUIDE. Creating a Disaster Readiness Plan There are a number of ways to go about creating your plan. My advice to you is pretty simple—find one that appeals to you and then use it. But unless you borrow someone else’s plan, or hire an …
Encryption Basics for Lawyers×Print PDF version Of This HOW TO GUIDE. Introduction Electronic communications and “cloud” based computing continues to expand for lawyers. We are also using more tablets, smart phones, jump drives, and other portable devices in our practice. As such, a basic understanding of encrypted communications and data storage is critical for attorneys …
How to Prepare a Needs Analysis for TechnologyIntroduction The world of office automation is constantly expanding. It would be senseless to think that anyone could make an effective decision regarding technology, without a carefully thought out analysis of need. Following is a list of questions to ask yourself in the process of determining what fits …
How to Establish Internal Controls×Print PDF version Of This HOW TO GUIDE. Introduction A law firm’s practice objectives are best met by implementing a good system of internal control procedures and policies. An internal control structure is a system of safeguarding the firm’s resources. It provides a way to collect, organize, record and report information …
How to Document Client Expenses and Attorney’s Fees×Print PDF version Of This HOW TO GUIDE. Introduction In order to accurately account to your client, you should keep track of client expenditures, your fees charged and fees paid. There are very few, if any, courses in law school that teach you to keep track of time …
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