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.
Review and comment on 1 representation agreement
Spot-check one month trust account records (fewer than 20 transactions per month)
Review Paperless Office workflow
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
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
LAW OFFICE OF
ERIC T. COOPERSTEIN, PLLC
etc@ethicsmaven.com
612-436-2299 (work / cell)
333 WASHINGTON AVENUE NORTH, SUITE 300 • MINNEAPOLIS, MN 55401