By Steve M. Cohen bio In the rush of managing an office, it's easy to overlook significant pitfalls that can cause major problems. One of these pitfalls is the Fair Labor Standards Act, an area that managers and partners often overlook until they face a problem. I strongly suggest using caution to avoid problems and penalties. Until a few years ago, the law's … [Read more...] about FLSA continues to be a potential pitfall for many organizations
Recordkeeping
Four records management errors that can get your firm into trouble
Managing the firm's business and personnel records goes beyond setting a simple timeline for record retention. Time is only part of the picture, says records management professional Diane K. Carlisle, CRM. Where most offices fail is not in missing the timelines but in mismanaging the records. Here she sets out elements of record management that administrators need to be aware … [Read more...] about Four records management errors that can get your firm into trouble
Model Tool: New matter intake form
Why you need this form: Before accepting a new matter from an existing client, you should obtain as much information about the new case as possible. This process, known as "case screening," can help you avoid many potential problems. How this form helps you: The New Matter Intake Form will not only help you quickly identify whether or not the subject matter is within your area … [Read more...] about Model Tool: New matter intake form
Model Tool: New client intake form
Why you need this form: Before accepting a client, you should obtain as much information about both the client and the subject matter as possible. This process, known as "client screening" can help you avoid many potential problems. How this form helps you: The New Client Intake Form will not only help you quickly identify whether or not the subject matter is within your area … [Read more...] about Model Tool: New client intake form
Model Policy: Client file retention and destruction
Why you need this policy: One of the thorniest challenges of managing a law office is the handling of client files. It's not just an administrative issue. Retention and destruction of client files are subject to legal and ethical requirements, including the ABA Rules of Professional Conduct. How this policy helps you: It's crucial to establish a written policy that explains how … [Read more...] about Model Policy: Client file retention and destruction
How long should you keep client and practice records?
A lot of questions come up about the most basic elements of maintaining and destroying client records. And that's because to many of those questions "there's no hard and fast answer," says Washington, DC, attorney and record management consultant Teresa Schoch is also a past member of the Michigan Bar Association's ethics committee. Here are seven such issues. The 10-year … [Read more...] about How long should you keep client and practice records?