Risk Management & Claims Prevention
Time Management Tips Tuesdays: Email Management
Email has given the legal profession countless hours saved sending and receiving letters, faxes, phone calls and in-person meetings. But the technology has its downsides. The constant barrage of information is linked to stress and poorer health outcomes, and, as Cal Newport wrote for The New Yorker, is making us miserable. Strong email management skills… Read More »
Categories: Limitations ClaimsTime Management Tips Tuesdays – Making Your Team More Effective and Running Effective Team Meetings
As a lawyer you are going to take other people’s time. Respect their time and get the most out of it! Whether you’re working with a client or someone on your team, these tips will help you more effectively lead. Free Up Your Team Whether you’re in an office, working remotely or a hybrid workplace,… Read More »
Categories: Limitations ClaimsTime Management Tips Tuesdays – Calendaring Tips
Nobody teaches calendaring in law school, but it’s a key skill. Diarizing deadlines is a must-have skill. This week, here are some basic tips to manage calendaring. Use One Calendar This may sound obvious, but only use one calendar for your practice. Different practice management tools may all have calendars. Best practice is to make… Read More »
Categories: Limitations ClaimsTime Management Tips Tuesdays – Managing Deadlines
When considering taking on a new matter, immediately consider what key deadlines may apply. Limitation periods, contractual limitation periods and other deadlines need to be identified early to protect your client. Use practicePRO’s limitations and notice period resources to help manage these deadlines. Immediately diarize deadlines Immediately put deadlines in your calendar. Calculate with care:… Read More »
Categories: Limitations ClaimsUpdate about fund transfers
There has been much written about how lawyers receive and deliver money from their trust accounts on behalf of their clients as part of a transaction. The issue comes down to ensuring good funds are being dealt with in order that value is exchanged. In Canada, our banking system works on the basis of trust,… Read More »
Categories: Real Estate, Fraud PreventionTime Management Tips Tuesdays – Client and File Management
At the core of any practice, good communication includes: Setting client expectations for communication at the outset Setting the scope of services in writing (see here for sample retainer letters) Scheduling regular client updates. Consider email templates and tools which can help in regular client communication updates Documenting all instructions Confirming receipt of correspondence Being… Read More »
Categories: Risk Management & Claims PreventionTime Management Tips Tuesdays: Task Management – Focusing on Priorities
Identify Your Priorities Stephen Covey, author of The 7 Habits of Highly Effective People, developed a matrix approach to setting priorities, based on four quadrants. Here’s a sample matrix: Items in box 1 are mission critical – do them now. Items in box 2 you can schedule to do at a future point. Items in… Read More »
Categories: Risk Management & Claims PreventionAvoid phishing and wire fraud scams over the long weekend
Fraudsters often increase their efforts over the holidays and long weekends when key staff may be away and people generally may be more distracted or rushing to get things done before the end of the year. The risk of getting duped could be increased this year with many of us working from home and the… Read More »
Categories: Fraud Prevention