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CONFLICT OF INTEREST

Avoid disbarment with a conflict-checking procedure

As you know, a conflict of interest occurs when a lawyer or a firm takes on multiple clients who have conflicting goals or…


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NOTICE OF WAIVER AND CONFLICT OF INTEREST

TOOL: Model Notice and Waiver of Conflict of Interest

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.


. . . download here

BLOG

Are your staff’s poor phone skills destroying your marketing efforts?

By Elizabeth M. Miller, MBA  bio
Every law firm invests firm profits on client development and marketing, no matter how large or small the firm or the budget might be. The goal of…


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OFFICE PROCEDURES

Use a standard calendar entry format firm-wide

Once you’ve established a policy that all calendar events are to be entered into your centralized calendar system, go one step further and create a standard entry format. After all, there’s no point having a calendar that everyone can access if only a handful of people can understand the entries.

Here’s one format you can implement:

[Professional’s initials] – [Case]: [Manner of Appearance]; [Attorney’s initials]-[scheduler’s initials]

So if Kara E. Smith’s assistant…

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