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The Wisconsin Law Firm Self-Assessment 2023

Product ID: CA3545D
Presented By: State Bar of Wisconsin PINNACLE

Checks and balances

Do you know if your firm is missing the mark when it comes to the duties you owe to clients? If you’re not sure, it’s time for a checkup. The Wisconsin Law Firm Self-Assessment is a free tool for Wisconsin lawyers that offers a meaningful but practical way to improve your firm’s operations, ensure compliance with professional responsibilities, manage risk, and increase client satisfaction.

Join State Bar Ethics Counsel, the Law Practice Assistance Manager, and the Director of the Office of Lawyer Regulation for The Wisconsin Law Firm Self-Assessment — a half-day seminar designed to help you apply key takeaways from the assessment, such as:

  • Developing measures to assess your firm’s competency
  • Ensuring your staff is communicating with clients in a timely, professional manner
  • Meeting confidentiality requirements and avoiding conflicts of interest
  • Implementing best practices for file security, management, and retention
  • Updating your accounting practices to comply with new trust account rules
Read More ↓

Interested in sponsoring this program? Find out more.

Select a Format

OnDemand seminar

Pricing

Member $239.00

Non-Member $319.00

Credits

3.5 CLE

Upon purchase, this OnDemand program is available to view for 90 days.

EPR credit is not available for OnDemand programs.

Quantity:
Maximum quantity must be less than or equal to 1.

Checks and balances

Do you know if your firm is missing the mark when it comes to the duties you owe to clients? If you’re not sure, it’s time for a checkup. The Wisconsin Law Firm Self-Assessment is a free tool for Wisconsin lawyers that offers a meaningful but practical way to improve your firm’s operations, ensure compliance with professional responsibilities, manage risk, and increase client satisfaction.

Join State Bar Ethics Counsel, the Law Practice Assistance Manager, and the Director of the Office of Lawyer Regulation for The Wisconsin Law Firm Self-Assessment — a half-day seminar designed to help you apply key takeaways from the assessment, such as:

  • Developing measures to assess your firm’s competency
  • Ensuring your staff is communicating with clients in a timely, professional manner
  • Meeting confidentiality requirements and avoiding conflicts of interest
  • Implementing best practices for file security, management, and retention
  • Updating your accounting practices to comply with new trust account rules
Read More ↓

Timothy J. Pierce
State Bar of Wisconsin
Madison

Timothy C. Samuelson
Office of Lawyer Regulation
Madison

Christopher C. Shattuck
Madison

8:30 a.m. Assessment Intro, Developing Competent Practices and Client Communications

  • Background and purpose of the law firm assessment
  • Do you have the necessary skills, resources, and infrastructure to represent clients?
  • Communicating the scope of the representation, fees, and complying with established procedures

9:20 a.m. Confidentiality and Avoiding Conflicts of Interest

  • Establishing policies and procedures for client confidentiality
  • Preventing, identifying, and remediating breaches
  • Establishing processes to identify and resolve conflicts

10:00 a.m. Break

10:15 a.m. File and Law Firm Management

  • File management, security, and retention policies
  • Safeguards for cloud computing
  • Business continuity and disaster planning
  • Opening, managing, and closing law firms
  • Hiring, supervision, and termination of staff

11:00 a.m. Charging Appropriate Fees and Trust Account Practices

  • Identifying clients, establishing proper fee agreements, and outlining the scope of a representation
  • Creating a trust account, ensuring compliance with Wisconsin Supreme Court Rules, and enacting policies and procedures

11:45 a.m. Program Concludes

  • Assess your firm’s operations and identify areas for improvement
  • Ensure those in your firm are complying with ethics rules
  • Learn best practices for managing your firm and your staff
  • Make sure you’re using up to date trust account practices
  • Mitigate your firm’s risk and increase client satisfaction
  • Solo and small firm attorneys
  • General practitioners
  • Law firm administrators
  • Paralegals

Book Bonus!

Wisconsin Attorney’s Desk Reference
Save 15% on the Wisconsin Attorney’s Desk Reference.* This uniquely useful collection covers 11 practice areas. It’s perfect as a primer, refresher, or starting point when you need quick answers or an introduction to an area of law. Use discount code CA3545 when you order online or by calling (800) 728-7788.

*Discount applies to both print and digital Books UnBound editions of this title and cannot be applied to previous purchases. Offer valid through 12/31/24. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on purchase of libraries. Discount cannot be combined with any other offers.

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