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
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