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Precedents

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These precedents 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, your needs and the needs and preferences of you and your clients. These documents may need to be modified to correspond to current law and practice.


Law Firm Budget Precedent

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 »

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Law Firm Business Plan Precedent

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 »

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Model Electronic Document Handling Policy

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 »

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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 »

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Post-Matter Client Service Survey Precedent

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 »

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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 »

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Rule 48.14 File Progress Plan Precedent

Litigation matters proceed at different rates, and the scheduling and timing of the various steps are fluid. When looking at a file, it can be challenging to know or determine what stage the litigation is at, what has been done, and what needs doing. LAWPRO’s File Progress Plan precedent (PDF format and Word format) can… Read More »

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