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Julie Beavers | Director, Client Services

Risk Management Resource Center

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Practice Guides


30 Minute Malpractice Checkup

A quick and easy way to assess your risk management readiness Read More +

categories: Malpractice Tips, Practice Management Tips, Practice Management, Practice Management Tips, Practice Management, Law Practice Management, Risk Management

Attorney-Client Agreements Toolkit

Sample retainer forms; engagement letters, nonengagement letters, and disengagement letters; ethical considerations Read More +

categories: Client Relations, Client Relations, Practice Management, Client Relations

Attorney-Client Agreements Toolkit - Infographic

A snapshot of the 3 types of agreement forms you need to protect your practice. Read More +

categories: Client Relations, Practice Management, Client Relations

Attorney-Client Relationships

Tips for everything from initial contact to closing the case Read More +

categories: Client Relations, Practice Management, Client Relations, Client Relations

Avoiding Malpractice Traps

Top danger areas and tips for avoiding them Read More +

categories: Malpractice Tips, Practice Management Tips, Practice Management, Risk Management

Calendar and Docket Control

Choosing and using the best calendaring system for your firm Read More +

categories: File Management, Practice Management Tips, Practice Management

Choosing Your Malpractice Provider

Everything you need to know – from claims to coverage Read More +

categories: Insurance, Practice Management Tips, Practice Management, Practice Management Tips, Practice Management, Law Practice Management, Risk Management

Conflicts of Interest

Screening and avoiding client conflicts, common scenarios Read More +

categories: Client Relations, Malpractice Tips, Client Relations, Practice Management

Dead but not Done: The Outdated Designation of Beneficiary

Practice tips for family law and estate planning attorneys to avoid issues arising when divorced clients fail to change the designation of beneficiary Read More +

categories: Estate Planning, Family Law, Malpractice Tips, Substantive, Practice Management Tips, Practice Management, Risk Management, Substantive Law

File Management: Retention & Destruction - Infographic

A visual reference highlighting important issues concerning client file management. Read More +

categories: File Management, Practice Management

File Management: Retention and Destruction

Retention periods, file closing forms and letters, ethics pointers Read More +

categories: File Management, Practice Management

Medical & Personal Injury Lien Traps

A review of the most common liens on personal injury settlements, incl. forms and RPC's Read More +

categories: Malpractice Tips, Litigation, Substantive, Practice Management Tips, Practice Management, Risk Management, Substantive Law

Office Procedures Manual

Personnel policy, office systems and setup, sample forms Read More +

categories: Practice Management Tips, Practice Management Tips, Practice Management, Law Practice Management

Opening a Law Firm Toolkit

Starting your practice, financial considerations, your first clients Read More +

categories: Practice Management, Starting Out, Practice Management Tips, Law Practice Management

Plan Ahead for Closing a Law Practice: Procedures for retirement, Moving to a new firm, or Your death or disability

Checklists for winding down a practice, financial planning, power of attorney, ethics issues Read More +

categories: Succession Planning, Retirement, Practice Management Tips, Practice Management, Law Practice Management
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Latest Alerts

Seller Imposter Fraud

“Follow the money.” We’ve learned over the years that following the money is the approach used by online fraudsters.

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NCAOC announces go-live date for eCourts File & Serve Track 1 - February 13, 2023

The Odyssey eCourts File and Serve go-live date for the four pilot counties (Wake, Harnett, Lee & Johnston) is rescheduled for Monday, February 13, 2023.

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