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Handle With Care: Client File Best Practices for Law Firms
Length: 60 minutes
Are you a law firm looking for guidance on handling client files? Introducing "How Should We Be Dealing with Client Files? - The Basics of File Closing and Retention for law firms." This course will walk you through the essential steps to effectively manage your client files. From file documentation and closing techniques to retention best practices, we've got the tips and tricks you need to streamline your processes. Discover the best practices for securely storing and organizing your client files, protecting sensitive information, and maintaining a solid record-keeping system. Don't let file management become a headache or a heap! We've got you covered! (Literally.)
Mark Bassingthwaighte, Esq., Risk Manager, ALPS
Since 1998, Mark Bassingthwaighte, Esq., has been a Risk Manager with ALPS, the nation’s largest direct writer of lawyers’ malpractice insurance. In his tenure with our company, Mr. Bassingthwaighte has conducted over 1200 law firm risk management assessment visits, presented over 600 continuing legal education seminars throughout the United States, and written extensively on risk management, ethics, and technology. Mr. Bassingthwaighte is a member of the State Bar of Montana as well as the American Bar Association where he currently sits on the ABA Center for Professional Responsibility’s Conference Planning Committee. He received his J.D. from Drake University Law School.
