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 …
Set Up Your Client Trust Accounts
How to Set Up Your Client Trust Accounts×Print PDF version Of This HOW TO GUIDE. Introduction The Texas Equal Access to Justice Program is designed to provide funds to be used for indigent legal services. As a result, the IOLTA (Interest on Lawyers’ Trust Accounts) was implemented. IOLTA provides that attorneys must deposit all client …
Document Client Expenses and Attorney’s Fees
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 …
Implement Law Office Marketing Strategies
How to Implement Law Office Marketing Strategies×Print PDF version Of This HOW TO GUIDE. Law office marketing plan The purpose of a law office marketing plan is to help identify and cultivate your client base by implementing strategies to rouse interest in your services. This checklist is designed with the intent to assist attorneys in …
Become an Employer
How to Become an Employer×Print PDF version Of This HOW TO GUIDE. By Penny RobeIntroduction It’s no mystery why many sole practitioners insist on doing everything themselves. Your business’ survival depends on hiring the right people. Finding the best employees can be tricky, and without the right systems in place to meet employment laws, the …
Evaluate Your Office Leasing Needs
How to Evaluate Your Office Leasing Needs×Print PDF version Of This HOW TO GUIDE. Introduction Leasing smart is an intregal part of your practice being on the Road to Success! Office space is often the second largest operating expense of most law firms today. If that is your case, perhaps it is time to renegotiate or …
Write and Implement a Law Office Business Plan
How to Write and Implement a Law Office Business Plan×Print PDF version Of This HOW TO GUIDE. The purpose of business planning is to establish a common focus for action. This is done by: Clarifying goals Establishing measures of results Assessing resource distribution needs Unifying the firm to commit to a course of action Following …
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