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Funds Transfer Instructions Verification Checklist

Wire fraud is common, and it is costing Ontario lawyers money, time, anxiety, and loss of reputation. Any time you are transferring funds, you are at risk of being a victim of fraud. Consider using this checklist, based on a document created by the Law Society of British Columbia’s Lawyers Indemnity Fund (LIF), for every… Read More »

Categories: Checklist, Cyber dangers

Questions About HST to Ask Yourself When Handling a Real Estate Transaction

Determining HST-applicability to real estate transactions can be more complicated than many lawyers assume. What’s more, a lack of clarity and errors can often lead to substantial unforeseen costs for clients. This is a dangerous combination from a claims perspective. Here are questions a lawyer should ask themselves about HST when acting on a real… Read More »

Categories: Checklist, Real Estate

Delegation checklist

Delegation is an important part of practice. Use this checklist as a guideline to ensure you are delegating effectively or, if you are receiving delegated work, you are clear on the objectives. Use it, and share it with colleagues and staff. With thanks to Andrew Bernstein for sharing some great tips and checklist which were… Read More »

Categories: Checklist, Clerical / Delegation

Leave of Absence Insurance Options and Checklist

LAWPRO claims statistics show that lawyers taking extended leaves of absence face increased vulnerability to claims as a result of inadequate file supervision, transfer procedures, and missed deadlines. Litigators should be mindful of the 5-year deadline to set matters down for trial under Rule 48. Here are some tips to avoid the files you leave… Read More »

Categories: Checklist

Video Conferencing Checklist

There are a lot of things lawyers need to keep track of when providing legal services by video conference. This Video Conferencing Checklist (Word document or PDF file) will help you consider the steps you need to take before, during, and after a video conference meeting with a client. This Checklist has been modified from… Read More »

Categories: Checklist

What are my insurance options if I need to take a temporary leave of absence from practice?

baby at laptop

You can apply for Exemption ‘C’ under the LAWPRO Program if you are taking a temporary leave of absence from practice. The leave may be up to five years for family reasons or illness and two years for other reasons. This exemption is for a temporary leave of absence only, meaning you must intend to… Read More »

Categories: 2020 January - Finding Your Way, Articles, Checklist, FAQs, LAWPRO policy

Construction Lien Flowchart

This detailed flowchart will help you determine which Act applies to your construction law matter. Generally, the old Act will apply where a contract for the improvement was entered into before July 1, 2018 or a “procurement process” for the improvement was commenced before July 1, 2018 by the owner. If neither of these circumstances… Read More »

Categories: Checklist, Construction

Non-Resident Sale Holdback Flowchart

Follow this flowchart when dealing with the sale of a property by a non-resident seller where there is no s.116 clearance certificate on closing. LAWPRO sees claims from the sellers and buyers lawyers who have missed or misinterpreted the obligations and liabilities which arise when a non-resident sells a property without delivering a s.116 clearance… Read More »

Categories: Checklist, Real Estate

Generic ILA Checklist

checklist image

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 modest $150 independent legal advice (ILA) consultation can… Read More »

Categories: Checklist, Independent Legal Advice

Land Acknowledgement

The offices of LAWPRO are located on the traditional territory of many nations including the Mississaugas of the Credit, Anishnabeg, Chippewa, Haudenosaunee and Wendat peoples. Toronto is covered by Treaty 13 with the Mississaugas of the Credit. LAWPRO respects and acknowledges the histories, languages, knowledge systems, and cultures of First Nations, Metis, and Inuit nations.

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