Content Type
Client portals improve information security and client service
What is a client portal? Wikipedia defines the term client portal as “an electronic gateway to a collection of digital files, services, and information, accessible over the Internet through a web browser. the term is most often applied to a sharing mechanism between an organization and its clients.” Why is it important for lawyers to… Read More »
Categories: 2024 March - The Confidence Client, Articles, Firm Management, Legal Careers, Legal TechnologyTitle insurance matters: ‘One of these things is not like the other’
You may recall the title as a lyric from a song in a popular kids show many years ago, reinforcing the benefits of being aware and noticing differences. This same lesson applies when comparing the legal protection coverages offered by other title insurers that compete with the Legal Service Coverage that’s included in TitlePLUS policies…. Read More »
Categories: 2024 March - The Confidence Client, Articles, Real Estate, Title insurance, TitlePLUSCRA’s new trust reporting requirements
[Updated March 28, 2024] This year’s tax filing season may be looking different for some people and corporate entities due to new trust reporting rules. These changes, while presenting challenges, also offer legal professionals an opportunity to educate their clients. Overview Previously, trusts were only required to file a T3 Trust Income Tax and Information… Read More »
Categories: Corporate Law, Family, Online Only, Real Estate, Tax, Wills & EstatesPractice Tips for Wills and Estates Lawyers (2024)
This program brings together leading practitioners, including LAWPRO senior claims counsel, to provide key tips and explore some of the leading cause of claims in the area of wills & estates. Covering content of particular interest to wills & estates solicitors, the panel will discuss topics such as discovering assets and liabilities when will-drafting, avoiding… Read More »
Categories: CPD, CPD Wills & Estates, Wills & EstatesVirtual Identity Verification (IDV) service Provider Chart
As of January 1st, 2024, the Law Society of Ontario requires lawyers who only meet with clients virtually to verify their clients’ identity online by authenticating their identification documents, or using an alternate, approved verification method. The virtual authentication of identity is done via technology that does multiple searches/verifications of the client’s identity. The Law Society… Read More »
Categories: Articles, Legal TechnologySocial Engineering Toolkit
As of 2024, your professional liability policy covers you to a sublimit of $250,000 in the event a claim arises out of a social engineering fraud. To avoid being out of pocket for potentially thousands of dollars, take a few steps to protect yourself and extend your social engineering coverage to the standard $1 million… Read More »
Categories: ToolkitClient Management and Effective Client Relationships (2023)
Learn from leading advocates about (i) a well-drafted retainer agreement, setting fee expectations, and what to do when the client does not pay; (ii) understanding how diversity and culture can impact communication with clients; and (iii) managing communication and relationship breakdowns when they occur. Download the materials Speakers: Rachel Sachs, Lawyer and Seniors Advocate, Sachs… Read More »
Categories: CPD, CPD Practice ManagementBuilding Resilience and Maintaining Mental Health in the Legal Profession (2023)
LAWPRO, in partnership with TLA, welcomes the legal community to join us for our continuing conversation about managing our mental health and building resilience. This session will provide practical advice from those on the frontlines of improving mental health for lawyers. You will hear directly from a clinician at the Member Assistance Program, a Peer-Support… Read More »
Categories: CPD, CPD Wellness, WellnessIncrease your EQ and strengthen your mental health with LAWPRO’s wellness resources
Many lawyers find themselves confronting mental health and wellness issues during their career. Understanding your own emotional state as well as those of colleagues and clients is a key skill lawyers use every day. LAWPRO has collected our best resources on wellness issues to help you navigate stressors and more. Self-awareness: Learn mindfulness techniques to… Read More »
Categories: WebzineFree, convenient, and online: More upcoming CPD programs from LAWPRO and the TLA
Insurance 101 for lawyers: Tips for insuring your practice (2023) This panel will provide key information for sole practitioners and lawyers managing a practice on understanding and obtaining the different types of insurance available to protect their firm from risk. These experts will explain the how-to of putting the insurance puzzle together—from Errors & Omissions… Read More »
Categories: Webzine