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Archive for ‘Reading: Recommended’

Resolutions to Avoid Corporate/commercial Claims

  • I will carefully document instructions, advice and steps taken: Sometimes claims against corporate lawyers are a result of an incomplete or improperly drafted document or other mistake by the lawyer, but in many cases there is simply a dispute over what was said and done or not said and done, or confusion over who was to look after which tasks. Taking detailed notes and documenting conversations with the client helps avoid this, as does using LAWPRO’s new “Checklist for Commercial Transactions”.
  • I will not dabble in areas outside my expertise: Corporate and commercial law is complex
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    Posted in: Reading: Recommended

    Resolutions to Avoid Doing Things That Annoy Clients the Most

    Clients will, understandably, get upset if they are treated badly or confronted with surprises. Make sure you appreciate how your words, actions, or inactions can annoy or even distress your clients. Here are some resolutions you can make to avoid doing the most common things lawyers do that annoy clients:

    • I will promptly return phone calls: Unacknowledged or unreturned phone calls are some of the most common complaints about lawyers. To avoid these problems, set and control client expectations at the very start of the relationship. Establish a reasonable policy on how quickly calls will be returned (e.g., within
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    Posted in: Reading: Recommended

    Resolutions to Avoid Family Law Claims

    • I will make better use of checklists and reporting letters: Family law involves complex documents that deal with complicated issues involving emotional clients. There are many risks of errors by the lawyer, and misunderstandings by the client. LAWPRO’s new Domestic Contracts Matter Toolkit has checklists and forms that contain points and questions lawyers should systematically consider as they conduct the initial interview on a domestic contract matter and when they meet with the client to review and sign the document. And a final reporting letter detailing what you did and what advice you gave can be a lifesaver in
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    Posted in: Reading: Recommended

    Resolutions to Avoid Fee Disputes (And Make More Money)

    Fees disputes commonly lead to unpaid accounts, Law Society complaints and/or malpractice claims. For these reasons you should do your best to avoid fee disputes with your clients. Here are some simple resolutions that will help you accomplish this:

    • I will get a sufficient retainer at the start of a matter: At the start of the matter ask for a retainer that is sufficient to do all of the initial work on the matter. Ask for a retainer that will cover all the work – asking for less gives the client unrealistic expectations about fees and means you are
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    Posted in: Practice of Law: Practice Management, Reading: Recommended

    Resolutions to Avoid Wills and Estates Claims

  • I will ask more probing questions when meeting with a client to prepare a will: Too many lawyers are not asking the questions that could uncover facts that could cause problems later, or making clear to the client what information they need to provide. Was there a prior will? Are all the beneficiaries identified correctly? What about gift-overs? Were all assets identified, and how are they registered? Was there a previous marriage? Ask, ask, ask. And then do a reporting letter to confirm everything that was discussed.
  • I will not act for family members or friends: We see
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    Posted in: Reading: Recommended

    Resolutions to Capture More Time (And Make More Money)

    With technology and a few tricks, you can increase your billable time by catching more of the actual time you spend on tasks. This gives you more time to bill, which will ultimately transfer to a better bottom line. Here are some of the best ways you can use technology to capture and bill more time:

    • I will use electronic timesheets and enter my own time: Paper timesheets are error-prone and inefficient because they require double entry. The efficiency, extra speed, and greater accuracy of entering your own time on electronic timesheets make this resolution a no-brainer.
    • I will
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    Posted in: Reading: Recommended

    Seven New Years Resolutions for a Better Practice

    • I will fire my worst client: This client is the one that calls you almost every day, sends you hourly emails, never has enough for a retainer and bickers about paying your fees. When ending the retainer, make sure you comply with the Rules of Professional Conduct.
    • I will book my vacation: Your body and mind need a vacation and some downtime. Grab your calendar and block off two weeks for a vacation. Make sure to coordinate with your spouse/significant other. Under no circumstances do you book anything during those two weeks. Schedule it now and make
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    Posted in: Reading: Recommended

    Resolutions to Avoid Criminal Law Claims

    • I will take the time to ensure the client understands my recommendations: Failing to effectively communicate with the client is just as much a claims pitfall in criminal law as in other areas. This could be because of the rushed nature of many “courthouse steps” conversations, or the fact that the lawyer’s years of experience on cases may obscure the fact that the client doesn’t fully understand the course of action the lawyer recommends. There is a risk that clients may later regret their choices and make a claim against the lawyer. To guard against this, be sure to
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    Posted in: Practice of Law, Reading: Recommended

    Resolutions for Stress Relief, Wellness and Balance

    The life of a lawyer, especially a solo or small firm practitioner, is often stressful. Stress itself is not necessarily a bad thing; our body’s reaction to stress actually helps us to meet the sudden demands that we face as busy lawyers. However, too much stress too often becomes chronic stress, and takes its toll on our physical, mental and emotional well-being. That, in turn, affects our personal lives and our ability to serve our clients. The trick is to eliminate some of the stressors in life, and build our resiliency for the stresses we cannot change. Try to incorporate . . . [more]

    Posted in: Reading: Recommended

    New Year’s Resolutions for a Healthier Law Practice and a New You

    The start of a new year is a time for self-reflection and self-improvement. Many of you will think about making changes in your personal and work lives. But while you all have good intentions, it can be difficult to break old habits, especially when you are running hard on the treadmill of a busy life and practice. So, to harness the good intentions you all have at this time of year we are going to post an excerpt every couple of days from our list of “New Year’s resolutions for a healthier practice and a new you” that . . . [more]

    Posted in: Reading: Recommended

    Ontario Law Firm Victim of Large Fraud Due to Infection by Trojan Banker Virus

    This is the text of an email fraud alert sent by LAWPRO to our insureds on December 21, 2012.

    Just this week LAWPRO has dealt with two firms that were the victims of major frauds on their trust accounts. The time just before the holidays should not be a time for bad thoughts and frauds targeting lawyers, but unfortunately the fraudsters aren’t cooperating. We frequently see an increase in fraud attempts around the holidays as the crooks behind these frauds will actually use the distractions of the holidays to help them dupe lawyers and law office staff.

    In one case . . . [more]

    Posted in: Practice of Law: Practice Management, Reading: Recommended

    Top Ten Family Law Developments to Have on Your Radar.

    In the past 18 months, we have seen significant developments in jurisprudence on a variety of family law issues. In addition, a number of cases have come out that, while not strictly related to family law, should be kept in mind. The following are the top ten noteworthy cases that every family law lawyer should know about. Several are Supreme Court cases that will be of interest to family lawyers across Canada. CanLII links are included where available.

    1. Kerr v. Baranow and Vanesse v. Seguin (2011, S.C.C.) – Joint family venture
    2. Schreyer v. Schreyer (2011, S.C.C.) – Effect of discharge
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    Posted in: Reading: Recommended