Checklist
Sitting on a Non-Profit Board: A Risk Management Checklist
Serving as a director of a charitable or not-for-profit corporation can be a rewarding but potentially risky experience. A director can be held personally liable for his or her own actions or failures to act, as well as jointly and severally liable with the other members of the board of directors. Directors with specialized knowledge… Read More »
Categories: ChecklistILA for Domestic Contracts Checklist
This checklist is designed specifically for domestic contracts. A person seeking independent legal advice is as much your client as any other. Resist the temptation to rush or take shortcuts. A lower standard of service is not warranted just because your meeting is brief and you may not see the client again. Remember that a… Read More »
Categories: Checklist, Independent Legal AdviceEmployee Departure Checklist
When any employee leaves your firm, regardless of whether they are leaving of their own accord or are being terminated, you need to ensure that your systems are protected. Promptly close all the departed employee’s points of access to your office and computer systems. This includes physical access with keys or access cards, as well… Read More »
Categories: ChecklistCommercial Transactions Checklist
Many commercial matters involve the preparation of one or more documents. These documents are drafted based on communications between the parties to the document and/or their respective lawyers, the specific circumstances of the matter and applicable substantive law. While the majority of commercial deals in Ontario are concluded without difficulties, all too often LAWPRO sees… Read More »
Categories: Checklist, Corporate LawClient Trial Preparation Checklist
Prepare your client for the ups and downs of trial with this customizable checklist, which covers topics to discuss with your client, including process, timing, outcomes, risks and costs. From managing emotions to the day-to-day workings of a trial, the checklist covers important topics to discuss with your client in preparation for trial. Below are… Read More »
Categories: Checklist, Civil Litigation, Communications ErrorsAnnual Legal Health Check-up
In the same way a visit with a doctor or financial advisor offers an opportunity to identify issues and gauge physical or financial health, a discussion with a lawyer can help improve how clients deal with existing or potential legal issues. Perhaps your client has experienced a change in their relationship status or is considering… Read More »
Categories: ChecklistChecklists
While legal matters can appear to be fairly simple and routine in their initial stages, they often end up being more complex as clients may not mention relevant details about their circumstances, and it is easy to overlook asking a key question in an intake interview. In a similar fashion, drafting an agreement may appear… Read More »
Categories: ChecklistGetting the final document correct: The rationale for using a checklist for commercial transactions
Many commercial matters involve the preparation of one or more documents. These documents are drafted based on communications between the parties to the document and/or their respective lawyers, the specific circumstances of the matter and applicable substantive law. While the majority of commercial deals in Ontario are concluded without difficulties, all too often LAWPRO sees… Read More »
Categories: 2012 August Checklists, Articles, Checklist, Corporate Law, Features