TLIE Self Audit
41 Pages

TLIE Self Audit


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TEXASLAWYERS'INSURANCEEXCHANGETHE LEGAL MALPRACTICE SELF-AUDITfrom TEXAS LAWYERS’ INSURANCE EXCHANGETHE LEGAL MALPRACTICE SELF AUDITA SELF AUDIT FOR YOUR FIRM© Jett Hanna and Texas Lawyers’ Insurance Exchange Austin, Texas 1993 and 1995.TLIE Risk Management Department:Mailing Address: P. O. Box 13325, Austin, TX 78711TEXAS Local Phone: 512-480-9074 Toll-Free: 1-800-252-3092LAWYERS'INSURANCEe-mail: Web Site: http://www.tlie.orgEXCHANGEContentsTHE LEGAL MALPRACTICE SELF AUDIT1INTRODUCTION2SELF AUDITTraining and Monitoring Firm Personnel 2All Personnel 2All Attorneys 4Associates 46Lay StaffDocumentation 8Client Relations 10Conflicts of Interest 1216Docket/Work ControlFile Management 16Billing and Collection 1820Trust AccountsOffice Sharing 22Time Management 22EXPLANATORY TEXT FOR SELF AUDIT 30APPENDICES:Appendix A - Sample Non-Engagement LetterAppendix B - Sample Non-Representation Form: Form 100.24 from the Legal Form Manual for Real Estate TransactionsAppendix C - Sample Termination LetterAppendix D - Malpractice Considerations in Your Firm’s File Destruction Policy, The Legal Malpractice Advisory, Summer 1991Appendix E - How to Protect Yourself in Office Sharing Arrangements, The Legal Malpractice Advisory, Issue No. 1, 1992IntroductionTHE LEGAL MALPRACTICE SELF AUDITA SELF AUDIT FOR YOUR FIRMby Jett Hanna© Jett and Texas Lawyers’ Insurance Exchange 1993 and 1995 ...



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