Learn: What are lawyers required to produce and when? Join me for a CLE on June 7, 2017 about OSB Formal Ethics Opinions 2016-191 – Client Property: Electronic-Only or “Paperless” Client Documents and 2017-192 – Client Property: Duplication Charges for Client Files, Production or Withholding of Client Files.
Pacific Intakeīest Practices for Docketing, Conflicts, Disengagement, and File RetentionĪpCLE – 10:00 a.m. Lawyers, office administrators, or staff – anyone interested in improving office systems.īest Practices for Client Intake, Engagement, and Workflow This program is scheduled for Wednesday, April 11 from 10:00 a.m.
Protecting clients and limiting liability exposure.Meeting your ethical obligations under Oregon RPC 1.16.Streamlining conflict checking using forms, checklists, procedures, and letters.Establishing system objectives: who to screen and when to screen.Docketing tips for eCourt practitioners: knowing where to go, forwarding notices, calculating deadlines, understanding the Register of Actions, enlisting proper email management.Learning the attributes of effective docketing systems.In this second part of our two-part series, we will cover: Docketing
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Program materials included in the registration price.īest Practices for Client Intake, Engagement, and Workflowīest Practices for Docketing, Conflicts, Disengagement, and File Retention Visa, MasterCard, Discover, and American Express accepted. Secure payment processing powered by Eventbrite. $25 – Visit the Upcoming CLE page or choose the registration link below. Your office systems are the backbone of everything you do. Using technology and staffing to improve workflow.Setting objectives using automation, integration, and delegation.Exploring the connection between bar complaints and poor workflow management.Identifying barriers to improving productivity: what’s stopping us?.Modernizing the engagement process using forms, brochures, automation, and eSignatures.Finding alternatives when a nonengagement letter can’t be sent.Appreciating the ethical implications of engagement vs.Documenting representation: why bother?.Building in accountability to prevent mistakes.Implementing the 7 key elements of effective intake forms.Recognizing objectives and ethical traps.
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This live, online webinar is the first of a two-part series on effective and ethical office systems. This is the last call for Best Practices for Client Intake, Engagement, and Workflowscheduled for Mafrom 10:00 a.m.
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