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Managing Booklet Series

The practicePRO program has created a number of booklets that provide practical insights and checklists to help lawyers better manage the risks associated with specific practice issues. Please use these booklets to gain a greater understanding of your claims exposures, and how you can be proactive to reduce the likelihood of, or even avoid, a legal malpractice claim.

There are eight booklets in the Managing booklets series. They include:

Managing a Mentoring Relationship

This booklet (Download PDF) provides practical advice and guidelines on how both mentors and mentees or protégées can build mentoring relationships that are productive and successful. It also explains the guidelines under which LAWPRO will waive surcharges on claims made against lawyers acting as mentors in a mentoring relationship. Find a mentor or mentee: Many… Read More »


Managing Conflict of Interest Situations

Conflicts of interest can be potential or actual, obvious or hidden, anticipated or unexpected, direct or imputed. Conflicts of interest can surface before the lawyer is retained or sometime during the retainer. This booklet (Download PDF) will show how to better manage this risk by identifying, checking for and managing conflict of interest situations.


Managing Practice Interruptions

Foresight, along with some planning and preparation beforehand is critical to minimizing the impact of any accident or disaster, large or small. This booklet (Download PDF) provides a comprehensive review of the steps you can take to prepare for unexpected minor and major practice interruptions, and how you should respond to them. It reviews what… Read More »


Managing the Finances of Your Practice

Taking an active role in managing the finances of your practice is key to building a successful law practice. Foresight, active planning, appropriate internal controls, and an ongoing review of current finances are critical if your practice is to be successful and profitable. This booklet (Download PDF) reviews the steps you can take to better… Read More »


Managing the Lawyer / Client Relationship

Poor communication and failings in the lawyer/client relationship are the most frequent cause of legal malpractice claims. These failures include inadequate client case screening, poor communication and insufficient systems, trails and record keeping. This booklet (Download PDF) will help you better understand the critical dynamics of your interactions with clients.


Managing the Practice of Investing in Clients

The practice of lawyers investing in clients’ businesses is current and growing. Past experience with this type of activity (which includes taking equity positions in the form of shares of stock) has taught us that this practice raises significant issues which need to be managed. This booklet (Download PDF) will explain the issues you should… Read More »


Managing the Security and Privacy of Electronic Data in a Law Office

[Note: this booklet was published in 2004. While it still contains valuable content, we refer you to our Cyber Dangers page for a more up-to-date assessment of cyber security issues facing law firms.] Clients, lawyers, and law office staff routinely work with electronic documents and data. Protecting the security and confidentiality of that information is… Read More »


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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