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.
CLIENT RELATIONS
Model Tool: New client intake form
August 1, 2014 by
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.
ALA CONFERENCE
7 Quick Tips from the 2014 ALA Conference
June 10, 2014 by
By Catherine Jones bio
More than 1100 law office managers from 14 countries attended the Association of Legal Administrators’ annual conference in Toronto, Ontario this year. The four-day conference spanned two floors of the conference centre, giving everyone plenty of room to comfortably explore. And there was a lot to explore.
The ALA’s “Legal Marketplace” featured 200 exhibitors showcasing everything on an administrator’s wish-list, including an elegant and efficient 5,000 square foot “legal office of the future.”
There were also 90 educational sessions to choose from. Each session was worthy of its own feature article to properly summarize the wealth of…
BILLING & COLLECTIONS
Model Policy: Client billing
May 7, 2014 by
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.
