NOTE: Due to licensing restrictions, the CD that
accompanies this book is not available for loan.
Volume III, Part I, covers calendar, docket,
and file management, including document backup, retention, destruction,
and security. Part II outlines law firm financial analysis, including
financial analysis of risks that all law firms confront.
Among the systems that are critical to good practice management are
controlling calendars and dockets; managing time and deadlines; recording
and retrieving client information; managing finances, including billing,
collections, financial records; and accounting for client funds. The
Essential Form Book, Volume III provides you with the resources
you'll need to adapt sound, proven practices in all these areas. First,
the concepts and systems involved in implementing each practice technique
are explained in detail. Then, checklists, forms, models, and other resources
are provided on an accompanying CD to allow you to easily implement the
concepts at your firm.
Part I: Calendar, Docket, and File Management Extensive information on:
- Calendar and docket control systems
- Personal information managers
- Docket control
- Perpetual calendar
- Filing procedures and policy
- File destruction and retention
- Information and file retrieval
- Physical security of documents and files
- and much more!
Valuable forms, checklists and other documents including:
- Office systems checklist
- Multiple document retention policy forms
- Numerous file retention/retrieval/destruction letters, schedules,
and documents
- Employee confidentiality agreement
- Several audit response letters
- File release letters
- Profile of legal malpractice claims, 1996-1999
Part II: Law Firm Financial Management Detailed information on:
- Assessing the financial strengths and weaknesses of individual
firms
- An introduction to financial statements
- Receivables: time outstanding and in relation to revenues
- Expenditures: where is the money going?
- Distributable income per partner
- Debt analysis
- Partner compensation structures
- Managing the client's funds
- Trust accounts
- Law firm business structures
- and much more!
Forms, letters, and documents including:
- Balance sheets
- Profit and loss statement
- Distributable income analysis
- Compensation mix analysis
- Comparative compensation analysis
- Ratio calculation worksheet
- Model rules and model code
- Model lawyers' trust account policy
- and much more
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