Law Firm Tune-up

Your law firm seems to be running okay, but periodically it makes some odd noises. Like that retainer agreement you copied from your former law firm – you’re not really sure it completely complies with the Rules of Professional Conduct. The trust account seems to be okay but you’ve heard about lawyers who thought they were running it properly and then they blew out an overdraft. And it’s been at least a couple of years since you checked over your systems. Maybe it’s time for a tune-up.

Silver

For Solo Attorneys

Review and comment on 1 representation agreement

Spot-check one month trust account records (fewer than 20 transactions per month)

Review Paperless Office workflow

$795.00

Gold

Small Firms
(up to 5 lawyers)

Review and comment on 2 representation agreements

Spot-check one month trust account records (fewer than 30 transactions per month)

Review closing letters and conflicts waivers

Paperless Office workflow or
Conflicts-Checking Systems

Review electronic file management

$1,495.00

Diamond

Small Firms
(up to 10 lawyers)

Review and comment on 3 representation agreements

Review three months trust account records (fewer than 50 transactions per month)

Review closing letters and conflicts waivers

Evaluate Paperless Office workflow or Conflicts-Checking Systems

Review electronic file management

Review supervision of associate attorneys and paralegals

On-site meeting to discuss results of
systems review

Plus
50% Discount on one-hour in-house ethics CLE

$1,995.00

LAW OFFICE OF
ERIC T. COOPERSTEIN, PLLC

800 NICOLLET MALL, SUITE 2600 • MINNEAPOLIS, MN 55402