CPD Activity – Practice Management Course

CPD Activity – Practice Management Course

Recorded Date: September 24, 2024

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The Practice Management Course, a self-paced and self-testing course designed to support Saskatchewan law firms, lawyers and legal service providers in acquiring and maintaining the competencies needed to provide efficient and quality legal services. The Practice Management Course covers areas that the Law Society knows are fundamental to running a legal practice. It does not attempt to cover a complete knowledge base for each area. Rather, it captures highlights and provides an overview of core concepts.

Learners who complete the entire course are eligible to report CPD hours based on actual time to complete the course to a maximum of 12 hours, all of which qualify as ethics hours. If you wish to report CPD hours for time spent working through the course, or any modules thereof, then you must complete the module quiz for each such module. This is a requirement of the Law Society’s Continuing Professional Development Policy. See s.12(g)B.

You do not need to complete the full course to claim CPD Hours for time spent on the course.

For example:

if you require two additional hours to meet your annual Minimum CPD Requirements, you may spend two hours on the course and report those hours; or

if you wish to complete only certain modules, you may choose those that most interest you and report the applicable hours for those modules.

Module		CPD Hours (all qualify as Ethics Hours)
M1	Accounting Systems	30 minutes
M2	Trust Accounting and Filing	75 minutes
M3	Tax and Employee Deductions	60 minutes
M4	PST	15 minutes
M5	GST	30 minutes
M6	Client Identification and Verification	60 minutes
M7	Retainers	30 minutes
M8	File Retention and Disposal	30 minutes
M9	Coverage During Absence	30 minutes
M10	Withdrawal of Service	30 minutes
M11	Conflicts	60 minutes
M12	Client Screening	15 minutes
M13	Challenging Client Relationships	30 minutes
M14	File Management	60 minutes
M15	Delegation and Supervision	15 minutes
M16	Avoiding Fraud	60 minutes
M17	Avoiding CyberFraud	90 minutes
		12h 0m

CPD Activity Content

Lesson Content

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How This Course Works

How to Navigate the Course and Quizzes

Frequently Asked Questions

Lesson Content

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1.1 – Introduction and Objectives

1.2 – The Accounting Process

1.3 – Basic Records

1.4 – Double Entry Bookkeeping (Rule 1518(3))

1.5 – Visualizing Ledgers

1.6 – Accounting Systems

1.7 – Paper-Based Accounting Systems

1.8 – Computerized Accounting Software Systems

1.9 – Working with a Bookkeeper

1.10 – Full-time vs. Part-time Bookkeeper

1.11 – Who to Hire?

1.12 – End of Lesson

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2.1 – Introduction and Objectives

2.2 – Top Ten Things to Know About Trust Accounting

2.3 – Accounting Terminology and Basics

2.4 – Types of Trust Accounts – Pooled Trust Accounts

2.5 – Withdrawing Trust Funds

2.6 – Paying Your Fees from a Trust Account

2.7 – Trust Balances and Shortages

2.8 – Trust Reconciliations

2.9 – Tips for Trust Accounting and Reconciliation

2.10 – Practical Information on Banking

2.11 – Avoiding Pitfalls

2.12 – Trust Reporting

2.13 – End of Lesson

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3.1 – Introduction and Objectives

3.2 – Obtaining a Business Number

3.3 – Federal Payroll Deductions

3.4 – Federal Payroll Accounts

3.5 – Income Tax Deductions

3.6 – CPP Deductions and Contributions

3.7 – EI Premiums

3.8 – Remitting Deductions/Contributions

3.9 – Information Returns/Record Keeping

3.10 – Workers Compensation

3.11 – End of Lesson

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4.1 – Introduction and Objectives

4.2 – Registering for PST

4.3 – Collecting and Remitting PST

4.4 – Application of PST to Legal Fees

4.5 – Application of PST to Disbursements

4.6 – End of Lesson

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5.1 – Introduction and Objectives

5.2 – Registering for GST

5.3 – Collecting and Remitting GST

5.4 – Application of GST to Legal Fees

5.5 – Application of GST to Disbursements

5.6 – Input Tax Credits

5.7 – End of Lesson

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6.1 – Introduction and Objectives

6.2 – Why We Have These Requirements

6.3 – Who Must Comply with the Client Identification Rules?

6.4 – Client Identification Versus Client Verification

6.5 – Client Identification

6.6 – Client Identification – What Must You Do?

6.7 – Identification of Third Parties

6.8 – Client Identification and PIPEDA

6.9 – Client Verification

6.10 – Who Must Comply with the Client Verification Rules?

6.11 – Client Verification – What Must You Do?

6.12 – Verification of Individuals

6.13 – Minor Clients

6.14 – Verification of Organization’s Identity

6.15 – Alternative Measures for Verification of an Organization

6.16 – Using an Agent

6.17 – Recordkeeping, Retention and PIPEDA

6.18 – Criminal Activity and the Duty to Withdraw

6.19 – Detecting Identity Fraud

6.20 – The No Cash Rules

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7.1 – Introduction and Objectives

7.2 – What is a Retainer?

7.3 – Retainer Agreements

7.4 – Types of Retainer Agreements

7.5 – Contingent Fee Agreements

7.6 – Joint Retainers

7.7 – Non-Engagement Letters

7.8 – Resources

7.9 – End of Lesson

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8.1 – Introduction and Objectives

8.2 – Purposes of File Retention

8.3 – Regulatory Requirements

8.4 – Statutory Requirements

8.5 – Ability to Respond

8.6 – Future Needs of Lawyer or Client

8.7 – Closing Files

8.8 – File Retention Periods

8.9 – File Destruction

8.10 – End of Lesson

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9.1 – Introduction and Objectives

9.2 – Regulatory Requirements

9.3 – Preparing for Emergencies

9.4 – Preparation and Prevention: Where to Start?

9.5 – Response: Preparations, Processes, and Procedures

9.6 – Resuming Practice

9.7 – Recovery

9.8 – Technology Issues

9.9 – Knowledge Management and Continuity

9.10 – Insurance

9.11 – Your Coverage and Succession Plan

9.12 – End of Lesson

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10.1 – Introduction and Objectives

10.2 – Withdrawal of Legal Services

10.3 – Client’s Right to Terminate Services

10.4 – When You Must Withdraw Services (Obligatory Withdrawal)

10.5 – When You May Withdraw Services (Optional Withdrawal)

10.6 – Withdrawal for Improper Purpose

10.7 – Withdrawal in Criminal Proceedings

10.8 – Withdrawal for Non-Payment of Fees in Non-Criminal Matters

10.9 – Procedure for Withdrawing Services

10.10 – End of Lesson

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11.1 – Introduction and Objectives

11.2 – What is a Conflict of Interest?

11.3 – When do Conflicts Arise?

11.4 – What is the Result of a Conflict of Interest?

11.5 – Conflict Checking Systems

11.6 – Who is My Client?

11.7 – What Happens if There is a Conflict of Interest?

11.8 – Client Consent

11.9 – Acting for Two or More Clients

11.10 – Acting Against Clients

11.11 – Investing a Clients’ Funds

11.12 – Sharing Space

11.13 – Transferring Between Law Firms

11.14 – Conflicts and the Courts

11.15 – End of Lesson

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12.1 – Introduction and Objectives

12.2 – The Client Screening Process

12.3 – Intake Forms

12.4 – Deciding Whether to Represent the Client

12.5 – The Client Has Just Left, Fired, or Was Let Go by Their Previous Lawyer

12.6 – Does the Client’s Matter Fit Within Your Area of Practice?

12.7 – Does the Client Have a Case?

12.8 – Is the Client Asking You to Break the Law or Act Unethically?

12.9 – Will the Client’s Matter Require More Resources and Time Than You Can Provide?

12.10 – Assess the Client’s Ability to Pay Your Fees

12.11 – Will the Matter Cost More Than it Can Potentially Recoup?

12.12 – Is it Appropriate to Act for the Potential Client?

12.13 – What Does Your Gut Tell You About the Potential Client?

12.14 – Conclusion

12.15 – End of Lesson

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13.1 – Introduction and Objectives

13.2 – The Challenging Client

13.3 – Warning Signs of a Challenging Client

13.4 – Do You Have to Act for a Challenging Client?

13.5 – If You Agree to Take on a Challenging Client

13.6 – Some Types of Clients and How to Deal With Them

13.7 – Trauma-Informed Practice

13.8 – The Client Who is Angry or Hostile

13.9 – The Client Who is Vengeful

13.10 – The Client Who is Over-Involved or Obsessed

13.11 – The Client Who is Dependant on You

13.12 – The Client Who is Secretive, Deceitful, or Dishonest

13.13 – The Client With Questionable or Limited Capacity

13.14 – The Client Who Refuses to Accept Your Advice

13.15 – Effective Communication – Setting Expectations and

13.16 – Effective Communication – Managing and Documenting the File

13.17 – Effective Billing Practices

13.18 – End of Lesson

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14.1 – Introduction and Objectives

14.2 – Quality of Service

14.3 – Planning Your Time

14.4 – Tracking Your Time

14.5 – Diary Systems

14.6 – Important Dates

14.7 – Essential Features of Limitation/Bring-Forward Systems

14.8 – Diary Systems

14.9 – File Management

14.10 – Establishing a File Storage System

14.11 – File Security

14.12 – Using Technology for File Management

14.13 – Data Security

14.14 – Resources

14.15 – End of Lesson

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15.1 – Introduction and Objectives

15.2 – Authority to Practice Law

15.3 – Non-Lawyer Staff

15.4 – What Can I Delegate?

15.5 – Non-Lawyer Staff Must Not…

15.6 – Articling Students

15.7 – Technological Competence

15.8 – Supervision

15.9 – End of Lesson

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16.1 – Introduction and Objectives

16.2 – Lawyers and Fraud

16.3 – Professional Responsibility and Fraud – Law Society Rules

16.4 – Professional Responsibility and Fraud – Code of Professional Conduct

16.5 – Common Frauds & Illegal Activity

16.6 – Social Engineering Scams – The Lawyer as Victim

16.7 – The Bad Cheque Scam

16.8 – The Phony Direction to Pay

16.9 – General Tips to Protect Yourself from Social Engineering Scams

16.10 – Law Firm Employee Theft

16.11 – Investment and Banking Scams

16.12 – What to Do If You Suspect an Investment Scam

16.13 – Real Estate Frauds

16.14 – Value Fraud – Inflating the Property Price to Obtain a Large Loan

16.15 – Identity Fraud – Impersonating an Owner

16.16 – Other Steps You Can Take in Real Estate Fraud Situations

16.17 – End of Lesson

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17.1 – Introduction and Objectives

17.2 – Professional Responsibility and Cyberfraud

17.3 – Common Attacks

17.4 – Phishing

17.5 – Ransomware

17.6 – Distributed Denial of Service (DDoS)

17.7 – Spoofed Websites, Email Hacks, and Identity Theft

17.8 – Exploiting Internet Connected Devices

17.9 – Spyware and Adware

17.10 – Other Common Attacks

17.11 – Vectors

17.13 – Compromised Links

17.14 – Malware Payloads

17.15 – Poisoned USB Keys

17.16 – Key Loggers

17.17 – Social Engineering

17.18 – Internal Attacks

17.19 – Spoofing of Sites or Contacts

17.20 – Red Flags

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