Examine best practices, procedures, and tips for organizing and managing files from first considering prospective clients to finally closing a file when a matter is resolved.
Discover Code of Conduct and Law Society Rules that affect your filing processes, and discuss strategies for managing and organizing both paper and electronic files. Review file opening tasks (including conflict searches and client verification), how to identify critical timelines in each practice area, limitation systems, errors and omissions, and steps to properly transfer or close a file.
This on-demand program was originally presented as an in-person program in January 2016. Total running time is 4 hours, 34 minutes.
Susan Willgren-Guenette, Miller Thomson LLP
If multiple lawyers or staff members from your firm would like to access this on-demand program (recorded from a past in-person program or webinar), please contact [email protected] for pricing.
Views and opinions expressed during on-demand programs and in program materials are those of the presenter(s)/author(s).