Would you allow your client to operate her business without important policies in place? Then why are you operating your law firm without the proper law firm policies?
Attend this seminar to learn the critical law firm policies you need to have in place to protect your firm and ease daily operations. By sharing sample policies, Practice Management Advisors Sheila M. Blackford, of the Oregon State Bar Professional Liability Fund, and Tanesha Readom from the American Law Institute continuing legal education group will guide you through the process of creating these essential law firm documents.
Need ethics credit? This seminar qualifies for 1.5 to 1.8 credit hours, including 1 to 1.2 ethics credit hours, (depending on state requirements) in MCLE jurisdictions that accredit live telephone seminars and/or webcasts on law practice management topics.
What You Will Learn
Topics of discussion:
Essential policies to ethically manage your practice
breach of data
people as your biggest asset
standards of conduct
personal use of computer
how to handle bring-your-own-device (BYOD) during employment and after
Essential polices for case management
important consequence of accepting a new matter
fee agreement and fee deposit
file setup, docketing, checklists
handling termination of representation
Have a question for the faculty? This interactive seminar will give you the opportunity to submit questions to the faculty before and/or during the program. In addition, all registrants receive a set of downloadable course materials and free access to the archived online program later.
Who Should Attend
Attorneys who are considering redrafting existing law firm policies, as well as lawyers considering starting their own practices, should attend this accredited continuing legal education program from ALI CLE.
Sheila Blackford has been a Practice Management Advisor for the Oregon State Bar professional Liability Fund since 2005. She is a member of the Adjunct Faculty at University of Oregon School of Law, teaching Law Practice Management. A former sole practitioner, she provides confidential practice management assistance to Oregon attorneys to reduce their risk of malpractice claims and ethics complaints. She is a frequent speaker about practice management for law-related organizations, including the Professional Liability Fund, the Oregon State Bar, the Oregon Law Institute, the American Bar Association, and the Upper Law society of Canada. She is a contributing author to the Fee Agreement Compendium published by the OSB and the PFL law practice management handbooks. Her articles frequently appear in legal publications, including the Oregon State Bar Bulletin, In Brief, Law Practice Magazine, Law Practice TODAY, and LTN Law Technology News. In between articles, she writes the Just Oregon Lawyers Blog and tweets technology and practice management tips on Twitter.
Tanesha Readom is a Program Attorney with the American Law Institute continuing legal education group (ALI CLE). On top of producing premium content for ALI CLE, Tanesha helps oversee ALI CLE's social media efforts. Her primary focus is how technology impacts the practice of law.
All times eastern
1:00 p.m. Essential Law Firm Policies
2:30 p.m. Adjournment
Total 60-minute hours of instruction: 1.5, including 1 ethics credit
Total 50-minute hours of instruction: 1.8, including 1.2 ethics credits
Please note: Programs focusing on law practice management may not be not approved in all jurisdictions. Credit may not be available in DE, IN, LA, NE, NH, NC, or VA. For up-to-date information on CLE credits for a particular jurisdiction, click on the “Mandatory CLE Credit” link in the box titled, “Course Details,” at the top left of this web page.