Preventing Malpractice
Defending a malpractice claim can be expensive and tarnish your reputation. Below are tips for avoiding malpractice claims and a links to resources with additional information. Tips Assistance - seek assistance for cases that require additional time or specialization. Accounting - use an accounting app to record client funds and keep them in a trust account separate from firm accounts. Automate - automate calendaring of appointments, deadlines, and hearings; use software for billing, case management, and client communications. Communications - use written communications to follow-up meetings and phone calls; promptly provide case updates; explain reasons for your decisions and strategies. Disengagement - use a non-engagement letter to confirm that a lawyer-client relationship has not been created. Documentation - Retain copies of engagement (and disengagement letters), keep notes of matters discussed with clients; retain research that explains issues and approaches. Engagemen