Risk Management Handouts - Lawyers Mutual

Data Security Policy

Policy designed to protect confidential client data

Assessing your risk, developing a plan, tips for security

Title searches, equity lines, recordation, representation issues

Starting your practice, financial considerations, your first clients

Setting up a virtual practice, minimizing risk

Best practices, limited representation, assisting pro se clients, engagement forms

Time deadlines for common legal actions

Sample policies tailored to your needs

Personnel policy, office systems and setup, sample forms

Retention periods, file closing forms and letters, ethics pointers

UPL, certification and guidelines for non-lawyers

Screening and avoiding client conflicts, common scenarios

Selection and screening clients, interviewing tips and sample forms

Top danger areas and tips for avoiding them

A quick and easy way to assess your risk management readiness