Why you need this model Notice: This model Notice will help your efforts to protect your practice from the risk of violating conflict of interest rules. How this model Notice helps you: If a potential conflict of interest exists, but the parties still want the firm to represent their legal interests, have all parties sign a Waiver of Conflict of Interest, acknowledging the … [Read more...] about TOOL: Model Notice and Waiver of Conflict of Interest
Compliance
7 steps to effective document management
In the legal industry, documents serve as the lifeblood of cases, transactions, and client relationships. Efficient document management ensures that crucial information is easily accessible, reducing the risk of errors and missed deadlines. Moreover, a well-organized document system enhances collaboration among team members, fosters compliance with legal requirements, and … [Read more...] about 7 steps to effective document management
Client confidentiality and data security quiz
Welcome to the Client Confidentiality and Data Security Quiz. This quiz is designed to assess your understanding of the importance of safeguarding client information and complying with data protection regulations. Select the best answer for each question. Question 1: What is the primary reason for maintaining client confidentiality in a law office? a) To impress clients with … [Read more...] about Client confidentiality and data security quiz
4 steps to take immediately when a workplace romance blossoms in your office
To meet that one special guy or gal. . . . it's the stuff dreams are made of. But when that love connection takes place within a workplace, it can be an employer's worst nightmare. Couples that live happily ever after are manageable. But when a workplace romance ends in breakup, it usually creates big problems at work. This hasn't changed in the era of remote work; studies have … [Read more...] about 4 steps to take immediately when a workplace romance blossoms in your office
Administrator a key player in firm’s ethics and integrity
A law office administrator plays a vital role in maintaining the ethical standards and integrity of the firm. Your responsibilities encompass a range of tasks that have a direct impact on the firm's reputation, client relationships, and overall success. Here are key ethical considerations that should guide your actions and decisions as a law office … [Read more...] about Administrator a key player in firm’s ethics and integrity
What, if anything, does OSHA require you to do to protect telecommuters?
While telecommuting is nothing new, the imperative for using it has never been greater. In addition to all the cost-saving, work-life balance, recruiting and hiring advantages, letting employees work from home during a pandemic has become a vital infection control measure. But it also poses significant compliance challenges, particularly in the realm of OSHA. After all, how are … [Read more...] about What, if anything, does OSHA require you to do to protect telecommuters?
What you write can come back and bite
By Lynne Curry Your recorded words—they’re direct evidence. Direct evidence is evidence that proves the existence of a fact. Direct evidence includes someone else’s direct observations as in “I saw…,” “I heard….” Here’s a case where a staffing firm torpedoed itself and their client. The firm’s recruiter emailed 66,000 recipients. They emailed 66,000 individuals seeking … [Read more...] about What you write can come back and bite
What does the Americans with Disabilities Act require of your office?
The Americans with Disabilities Act (ADA) requires law offices to make reasonable modifications to their policies, practices, and procedures to accommodate the needs of individuals with disabilities, unless doing so would create an undue burden or fundamentally alter the nature of the services provided. This includes ensuring that the facility is physically accessible to … [Read more...] about What does the Americans with Disabilities Act require of your office?
Compliance quiz: Which employees can you discipline for smoking pot at work?
SITUATION Your practice is located a state where recreational and medical marijuana use is legal. But still you're shocked to find three of your employees smoking pot at work. The employees recognize that they've been caught red-handed but each offers up a different explanation: Bud reveals that he's addicted to marijuana; Herb explains that he uses medical … [Read more...] about Compliance quiz: Which employees can you discipline for smoking pot at work?
What is your end of year focus?
By Brenda Barnes It’s that time of year again! We are often so busy in the last quarter of the year that many important items can get overlooked or pushed until another time. Here are 10 items you may want to give some of your attention to before end of year so you are ready to kick off 2024. Year-End Financial Planning: Review and analyze the firm's financial … [Read more...] about What is your end of year focus?