Tag Archive for: Law Firm Practice Management

Key Issues In Retaining Client Files

Records retention presents important issues of ethics (safeguarding client property, maintaining confidentiality and loyalty), risk management (avoiding ethical violations and claims), and cost control.

A new article written by our Corporate Counsel, Daniel Hager, outlines steps that your firm can take to implement an effective records retention policy that will help your firm meet its ethical obligations, reduce risk, and lessen costs.

California Firms: Click here to download this article.
Arizona Firms: Click here to download this article.
Firms not in CA/AZ: Click here to download this article.

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The Hartord Loss Prevention Tip: Preparing For Floods

Floods can cause devastating damage. If your facility is located in a flood plain area or is prone to flooding, take steps to mitigate damage. If there is probability that your facility will be affected, initiate flood-proofing techniques and preparedness procedures. Preparing for a disaster of this magnitude can help you prevent your business from being washed away.

Click here to continue reading this article…

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Protecting Communications with Law Firm In-House Counsel

In Palmer v. Superior Court, the court has held that the attorney-client privilege may apply to intra-firm communications with a law firm’s in-house counsel concerning a present client threatening a malpractice claim. Palmer provides guidance on establishing a genuine attorney-client relationship with in-house counsel that enjoys the protection of the privilege should a claim later materialize.

Click Here to Download This Article

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Practice Tip: Non-Engagement Letters

When it comes to unrepresented individuals who are party to a transaction or litigation, clarifying representation is very important. This article provides an answer to the question, how does a non-engagement letter protect us from claims?

Click here to continue reading this Practice Tip.

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San Diego Corporate Office
1615 Murray Canyon Road, Suite 1050,
San Diego, CA 92108

CA 0K07568

Toll Free: 800.282.9786

Local: 858.571.9030

Fax: 858.571.9010