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Precedents

Model Electronic Document Handling Policy

key on a keyboard

This model policy is a supplement to LAWPRO Magazine: Cybercrime and law firms, published December 2013. This policy should be adapted to meet the specific requirements and technology in your firm. This policy addresses the best practices for the handling, delivery, and exchange of electronic documents. While the main areas of concern are with sending… Read More »

Categories: Legal Technology, Precedents

Backup Best Practices and Strategies

Securing and protecting your firm’s data is essential. Client files, important communications, and valuable work product often exist exclusively in digital format today, and thus a major loss could have catastrophic professional and ethical ramifications. Whether you’re revisiting an existing backup strategy or implementing one for the first time, these best practices and strategies (in… Read More »

Categories: Precedents

Law Firm Business Plan Precedent

man with notepad and laptop

If you want to be successful, you should consider how your law firm will operate well before you open your doors. A business plan is your roadmap to the future – you can show it to banks, suppliers or others whom you deal with when starting your practice. A business plan tells them that you… Read More »

Categories: Finances, Precedents

Law Firm Budget Precedent

calculator and invoice

Budgeting and managing your cash flows are a big part of staying in business. It is an old adage that what gets measured gets done: if you have set out straightforward financial goals and expectations that are to be met within a reasonable timeline, you will be able to judge if you are meeting, exceeding… Read More »

Categories: Finances, Precedents

Children of The Marriage Form

two kids

Ensure you collect the information you need regarding children of the marriage. This includes names, dates of birth, schools and grades, residences, and specifics of custody arrangements sought. This Form is from LAWPRO’s Domestic Contract Matter Toolkit. It provides advice, forms and checklists that lawyers and law firms can use to lessen the risk of… Read More »

Categories: Family, Precedents

Model Technology Usage Policy

This model policy is a supplement to LAWPRO Magazine: Cybercrime and law firms, published December 2013. This Technology Usage Policy precedent discusses the appropriate use of computing and information resources.   1. Computer Security Users must not share their accounts or passwords with others, and are only authorized to use their own accounts to access… Read More »

Categories: Legal Technology, Precedents

Post-Matter Client Service Survey Precedent

man looking at document

A post-matter client survey is one of the best ways to collect information about what clients think about the services you provide to them. Make sure your survey is structured to help you identify specific areas for improvement. Ideally, it should include some open-ended questions. For major or top-billing clients, consider sending a managing partner… Read More »

Categories: Precedents

Retainers

Model retainers and agreements are provided by LAWPRO for your consideration and use when you draft your own documents. They are not meant to be used “as is”. Their suitability will depend upon a number of factors, such as the current state of the law and practice in each area of law, your writing style,… Read More »

Categories: Civil Litigation, Precedents

Domestic Contract Matter Intake Form

pen and paper

Like most other areas of law, lawyer/client communications issues can play a significant role in domestic contract claims. The complexity of the subject matter makes it easy for clients to allege there were communication problems or errors. They will say that provisions were not explained to them, that they didn’t understand them or that they… Read More »

Categories: Family, Precedents
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