Handle With Care: Client File Best Practices for Law Firms
Credit Available - See Credits tab below.
Total Credits: 1 Virginia
- Average Rating:
- 35
- Categories:
- Law Practice Management | Solo and Small Firm Resources
- Faculty:
- Mark Bassingthwaighte, Esq.
- Duration:
- 60 minutes
- Format:
- Audio and Video
- Original Program Date:
- Jul 10, 2024
- License:
- Access for 3 month(s) after purchase.
Description
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.)
Credits
| General Credits | Ethics Credits | Well-being Credits |
| 1 | 1 |
Faculty
Mark Bassingthwaighte, Esq. Related Seminars and Products
Risk Manager
ALPS
Mark Bassingthwaighte, Esq., serves as Risk Manager at ALPS, a leading provider of insurance and risk management solutions for law firms. Since joining ALPS in 1998, Mark has worked with more than 1200 law firms nationwide, helping attorneys identify vulnerabilities, strengthen firm operations, and reduce professional liability risks. He has presented over 700 continuing legal education (CLE) seminars across the United States and written extensively on the topics of risk management, legal ethics, and cyber security. A trusted voice in the legal community, Mark is a member of the State Bar of Montana and the American Bar Association and holds a J.D. from Drake University Law School. His mission is to help attorneys build safer, more resilient practices in a rapidly evolving legal environment.
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