Solo By Choice: How to Manage Files, Deadlines and Conflicts
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Transcript of Solo By Choice: How to Manage Files, Deadlines and Conflicts
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Solo By ChoiceSolo By ChoiceHow to Manage Files, Deadlines, and ConflictsHow to Manage Files, Deadlines, and Conflicts
Beverly Michaelis, J.D.Practice Management Advisor
ABA Profile of Legal Malpractice Claims 2004-2007
ABA Profile of Legal Malpractice Claims 2004-2007
What are the Odds?What are the Odds?
1 in 61 in 6
1. Lost or Misplaced Files
2. Advice Not Documented
d dl
Common MistakesCommon Mistakes
3. Missed Deadlines
4. Missed Court Notices
5. Undetected Conflicts
Case Files
Avoid Claims by Effectively Managing
Deadlines
Conflicts
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How to Manage Case FilesHow to Manage Case Files Organize PaperOrganize Paper
Form Good HabitsForm Good Habits
1. Indexed?2. Secured?3 Organized?3. Organized?4. Stored?
Be a Filer, Not a PilerBe a Filer, Not a Piler
“Friends Don’t Let Friends Print E-Mail.”
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Organize Digital FilesOrganize Digital Files Use TechnologyUse Technology
Document Management Software
Case Management Software
Desktop Search Engines
Last, But Not Least …Last, But Not Least …
“Clever is the Pessimist, for She Makes Backups.”
How to Manage Deadlines Enter Dates Immediately Enter Dates Immediately and Automaticallyand Automatically
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Allow Enough Lead TimeAllow Enough Lead Time Use FollowUse Follow--Up DatesUp Dates
Synchronize Each DaySynchronize Each Day Avoid eAvoid e--Court PitfallsCourt Pitfalls Filing the Correct Document?
Creating Rules to Forward e-Notices?
Training Staff?Training Staff?
White-listing Court Domains?
Backup Your CalendarBackup Your Calendarwith a Tickler Systemwith a Tickler System
How to Manage ConflictsHow to Manage Conflicts
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Who Should I Track?Who Should I Track?
1. Clients and Adverse Parties
2. Related Parties
3 D li d Cli t3. Declined Clients
4. Prospects
5. Pro Bono Clients
What’s in a Name?
SSN or TIN
DOB
123 ABC Street
FKA
When Should I Run a Conflicts Check?When Should I Run a Conflicts Check?
1. First Contact
2. File Opening
3 N P t E t C3. New Party Enters Case
Use a DatabaseUse a Database
Efficient
Protected
Accessible
Portable
Not Alone?Not Alone?
1. Sharing Office Space?
2. Of Counsel?
Practice TipsPractice Tips
Document the File
Always Specify Relationships
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ConclusionConclusion1. Follow the Tips
2. Use Resources
3. Help Available in Many Areas,3. Help Available in Many Areas,including Trust Accounting
Beverly MichaelisPractice Management Advisor
www.osbplf.orgBooks – Forms – CLE - Consultations
Practice Management [email protected]
503-639-6911 or 800-452-1639
http://twitter.com/OreLawPracMgmt
http://oregonlawpracticemanagement.wordpress.com/