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Model Policy: Client billing

Why you need this policy:

Attorneys have every right—and need—to be paid. But getting clients to pay their bills on time is a major challenge that forces you to confront a bewildering array of fee arrangements, billing of non-fee expenses, and ethical constraints stemming from the attorney-client relationship.

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Model Policy: Client privacy

Why you need this policy:

As with any other corporate website, law office websites collect and use personal information of site visitors, including “personally identifiable” information, i.e., names and other information that can be traced back to a specific individual. Such use and collection of personal information is subject to requirements under privacy laws.

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Model Tool: 90-Day File Report Card

Why you need this tool:

When your clients are satisfied with your work, they’re more likely to refer you to friends and colleagues. And one proven way to enhance client satisfaction and increase referrals is to provide clients with maximum personal contact.

. . . download here


An ever changing policy on using social media

“The reality is that people are going to use social media.”
So more than two years ago, the 65-attorney firm of Meyer, Suozzi, English & Klein took the position “that we were going to be tuned in to social media to promote business development,” says Frederick J. Esposito, Jr.,CLM, CFO and director of administration at the firm’s New York City office.
And with that decision came the task of setting standards for using it.
At that time, there were very few guides for the firm to follow, he says. The only applicable information was the rules of ethics regarding advertising. So he researched the benefits and risks of social media, gave a seminar on the findings to the attorneys, and began to develop the…

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