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
Billing & collections
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
7 Quick Tips from the 2014 ALA Conference
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 … [Read more...] about 7 Quick Tips from the 2014 ALA Conference
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. How this policy helps you: The centerpiece of juggling all of these … [Read more...] about Model Policy: Client billing