Attention June 12th, 2024 Webinar Attendees, please click here to complete our Survey or Attendance Verification and Credit Request Form. (required for CLE credit)

Important! June 12th, 2024 Webinar Attendees, please click here to complete our Survey or Verification Request Form.

Click Here

Here’s a Best Practices Checklist

Last update

at

by:

by:

Share

Print Friendly, PDF & Email
It covers everything from client intake to trust accounts.

When it comes to managing a law office, there are so many moving parts – from team-building to time billing – that it’s hard to know where to start.

That’s why this “best practices” checklist from the Massachusetts Law Office Management Assistance Program (Mass LOMAP) is so useful.

It breaks down the practice of law into its essential components: managing, marketing, technology, etc. And then it provides a self-audit so lawyers can evaluate how they’re doing in each category.

A few of the considerations are specific to Massachusetts, but most are applicable to every law firm.

“The purpose of this checklist is to help you identify areas to implement best practices in your law firm,” says the introduction to the checklist. “Review all of the questions and note any areas you would like to discuss more thoroughly with a law practice advisor. We recommend that you discuss answers with all staff in the office to ensure that your actual office procedures are documented.”

Click here to download a copy of the Mass LOMAP Best Practices checklist.

One item to check off your 2021 to-do list is to get your professional liability insurance coverage through Alta Pro. The Alta Pro Lawyers Risk Purchasing Group offers benefits to brighten every day of the year, including Reminger ProLink claims repair, discounts on Clio software products, Ask the Risk Pro, free CLE webinars, the Pro Practice Playbook, and more. Here’s how to join.

Best Practices Checklist

Following are the topics covered in the Mass LOMAP Best Practices Checklist. Each comes with a list of self-audit questions. We’ve included the questions for the first topic only.

  • CLIENT INTAKE AND ENGAGEMENT
    • Do you use an intake form to collect important information before engaging in representation?
    • At the onset of representation, do you ask the client how they want to be kept informed, note that information in the client file, and communicate those preferences to your staff?
    • At the onset of representation, do you establish communication guidelines?
    • At the onset of representation, do you discuss expectations of both the client and attorney?
    • At the onset of representation, do you discuss fees and billing procedures?
    • At the onset of representation, do you introduce all team members to the client?
  • FEE AGREEMENTS
  • COMMUNICATIONS
  • CONFLICTS OF INTEREST
  • CONFIDENTIALITY
  • DOCKET/CALENDARING
  • RECORDS MANAGEMENT
  • FINANCIAL MANAGEMENT, BILLING, and TIMEKEEPING
  • TRUST PROPERTY AND TRUST ACCOUNTS
  • TECHNOLOGY
  • MARKETING and BUSINESS DEVELOPMENT
  • MARKETING ETHICS
  • STAFF MANAGEMENT
  • PROFESSIONAL PRACTICE AND PLANNING
  • MANAGING YOUR TIME, PROJECTS, and TASKS
  • MANAGING YOURSELF and YOUR CAREER

If you practice in Wisconsin, Texas, Minnesota, Ohio, Illinois, Indiana or Michigan, you can stay on top of ethics and risk management news by being a member of Alta Pro Lawyers RPG. You’ll get access to free webinars, the Pro Practice Playbook, Reminger ProLink, Ask the Risk Pro and more. Here’s how to join.

Share

Print Friendly, PDF & Email

Related Posts on Altaprorpg.com!

Alta Pro Logo Icon

About the Editorial Staff

In an age of consolidation where increasingly impersonal transactions have made customer service an oxymoron, we bring together independent agents, insurance companies, and other industry specific service providers to develop and deliver insurance products and risk management solutions that benefit our insurance customers.

Join Our Newsletter

Occasional newsletters and CLE invites

Find Us on Social

Upcoming CLE Webinar: Cybersecurity for Attorneys: Employing Competent and Reasonable Safeguards

June 12, 2024 1:00 pm EST
CLE Credit: 1.0 Ethics

David G. Ries

Clark Hill

Archives

Latest Videos

1 Hour

Essential Business Skills for Busy Lawyers Part 1 – Communicate Like A Pro

1 Hour

Creating an Attorney Compensation Plan That Will Build Firm Culture and Attract Top Talent

1 Hour

Four “Ds” of Client Relations: Dabbling, Documentation, Difficult Clients, Don’t Do it!

Need Help?

Visit our Frequently Asked Questions page. 

Or email us directly at info@altaprorpg.com

Or submit your issue in the comment form below and we will respond as soon as possible.