Here’s a set of questions we got from a workers' comp claimants lawyer, who said that his clients’ weekly insurance checks are mailed to his office. He asked whether he should open the checks and make a record of them, and more generally what kind of records must or should be kept. He also wondered… Continue reading Client Funds: Signed, Sealed, and Delivered???
Tag: file retention
Managing Data in Your Client Files
Psst.! We have a new co-Author - Bill Cobb, Assistant General Counsel in the State Bar's Office of the General Counsel. You will learn more about him later. Data is big right now! How do you secure all of the information that comes into your possession or knowledge, especially the digital data that just doesn’t… Continue reading Managing Data in Your Client Files
3 Holiday Tips to Get You Organized and Ready for 2013
Getting ready for a new year can be daunting for many law firms. This is especially true for those that are unorganzied or think they are too busy to get organized. Here are 3 tips to help get your firm up, moving and shaking before the new year starts. 1) Enter your billing and accounting information for… Continue reading 3 Holiday Tips to Get You Organized and Ready for 2013