Coaching for Lawyers Law Practice Tips

Law Practice Tip #318
February 2, 2014

Client File Management Never Ends

It's a good idea to carefully review and amend your engagement letter annually. Have a look at your advance fee deposit terms, file retention policies, fees for you and your staff, provisions for payment and late payment, etc. Keep in mind your clients' and your needs and ethical duties. Use the engagement letter to help you maintain high standards in client file management.

What do you need to change in your engagement letter to improve your client file management practices?

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