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Suggested Documentation Best Practices

Checklists work. Studies show that 80% of airplane accidents are due to human error. So, pilots use checklists. What about law offices?

You’ve got limited choices. You can harass folks for making mistakes. Or you can give them tools to avoid mistakes. Like this tool.

We’ve teamed-up with a leading Professional Liability Insurer to create this checklist.

Here’s what it covers:

  • Firm Procedures
  • Client Intake Documentation
  • Engagement, Non-Engagement, and Disengagement “Do’s and Don’ts”
  • Conflicts of Interest Documentation and Procedures
  • Conflicts of Interest Systems
  • Conflicts of Interest Waivers (Informed Consent) “Do’s and Don’ts”
  • Documentation Practices

Get the Suggested Documentation Best Practices checklist by completing the form on this page, and minimize human error in your firm.

Suggested Documentation Best Practices

Download This Checklist