Please note: This course is free for all registrants of the Practice Fundamentals Program. As a registrant you can access this content on the LESA Classroom when logged into your LESA.org account. If you were called to the Alberta bar prior to 2024, you can purchase this course by clicking “Add to Cart”.

In your practice, you refer to your client files every day. However, you may notice that you’re spending too much time looking for documents, wondering about deadlines, and trying to remember when you last spoke to your client. As a lawyer, you want to spend your time productively, working on your files, expanding your knowledge, and building your practice. You don’t want to waste time trying to figure out where you put something. You also want to avoid the stress of wondering whether you’ve missed an important deadline or forgotten to update your client. In order to manage your files, you will need to develop procedures from the first time a potential client contacts your office until you dispose of your file. Effective file management will allow you to organize your files in a way that is easy to understand and use by you and those you work with. It will also help you ensure you meet your professional obligations to avoid conflicts of interest and protect your clients’ confidential information. 

This course will take approximately two hours to complete.

This course relates to practice management, which is one of the domains in the Law Society of Alberta’s Professional Development Profile for Alberta Lawyers.