Law Firm Tips Archives - Lockton Affinity Lawyer

Improving Client Screening and Intake Practices

Another year is ending and a new one is just around the corner. For lawyers, now is a great time to reflect on what’s working and what isn’t when it comes to current firm practices, specifically your prospective client intake procedures.

A little time spent reviewing and improving client screening and intake practices now could save you valuable time and help avoid unnecessary

November 13th, 2019|Law Firm Tips|

Managing the Risk of Conflicts of Interest

For attorneys, conflicts of interest allegations can lead to several undesirable outcomes, whether a formal malpractice claim, costly litigation, disciplinary issue, or problems with insurance. It’s a situation best avoided.

Yet recent studies of attorney malpractice claims indicate that conflicts of interest allegations are on the rise. While some claims assert an attorney had divided loyalties, others contend there were adverse interest issues.

November 13th, 2019|Law Firm Tips|

How Lawyers Can Benefit from Social Media

According to the latest research, a lot of lawyers are now using social media for career and client development,1 and you might be one of them.

As social media becomes a key means of communication and advertising within the legal field, you and your firm have a unique responsibility. Ethics committees are turning more attention to what lawyers are posting online, but this

August 21st, 2019|Law Firm Tips|

Risk Management for the Defense Attorney

Recently, the legal malpractice industry has seen an uptick in claims filed against defense attorneys. Some of these claims are of high severity, resulting in seven figure settlements or verdicts.

What is responsible for this new development and how can defense attorneys guard against it?

Why Claims Against Defense Attorneys are Increasing

Traditionally, defense work supported by institutional clients drew relatively few malpractice claims. Institutional

July 17th, 2019|Law Firm Tips|

Using Social Media for Evidence to Impeach or an Ethical Breach?

Do you know how what social media ethics guidelines your firm should follow? People’s willingness to disclose personal information on social media can be particularly helpful in the discovery phase of litigation. Snooping on opposing parties, witnesses or jurors through social media can provide a treasure-trove of information that might have once taken a private investigator months to obtain. However, lawyers need

July 17th, 2019|Law Firm Tips|

How to Manage a Pending Malpractice Claim

For a lawyer, there is nothing worse than the gnawing feeling something at the office is not quite right. Why hasn’t my client returned my phone calls? Did I file that brief on time? Why is my client late paying their bill?

It is inevitable that you will make a professional mistake at some point during your career. Once you realize an error

June 17th, 2019|Law Firm Tips|

How to Handle Fee Disputes with Your Clients

 Browsing through your inbox, you notice that the check from the insurance carrier you recently settled a claim with has arrived. Imagining all the wonderful things you can do with your portion of the proceeds, you pick up the phone to call your client and ask her if she wants to stop by the following day and pick up her portion. “How

April 5th, 2019|Law Firm Tips|

How to Avoid Email Pitfalls

Email has become the preferred method of communication for corresponding with colleagues and clients. Although writing an email is easy, lawyers need to avoid email pitfalls. By avoiding the common errors discussed below, your emails will remain effective and professional.

Tips to Avoid Email Pitfalls:

Failing to Promptly Respond

It is essential to do a thorough review of an email before sending it to the

April 2nd, 2019|Law Firm Tips|

The Importance of File Documentation

Swiss Re recently experienced a complex, high exposure case related to improper file documentation. The case likely would not have been pursued if the insured had properly documented their client file.

To prevent experiencing a similar case, read on for proper file documentation tips.

Case Background

Our insured attorney represented debtors in a bankruptcy case. One of the pressing issues in the bankruptcy case was

February 19th, 2019|Law Firm Tips|

Withdrawing from a Case

Withdrawing from a case usually comes from irreconcilable differences between attorney and client. The manner and means of terminating that relationship can affect the likelihood that a malpractice claim will be presented.

First, know and follow the procedures applicable in your jurisdiction. Many states, like California, provide in their own Rules of Professional Conduct when withdrawal is mandatory and when it is permissive.

February 5th, 2019|Law Firm Tips|