Law Society Practice Advisors are assigned to meet with each “New Solo Practitioner” and each “New Small Firm” (generally 3 lawyers or fewer). The Practice Advisors review the Law Office and Practice Management systems that the members have in place and attempt to provide assistance and recommendations which will assist the members in developing an efficient and low-risk practice. These meetings generally occur after a period of time has passed, to allow the “New Solo/Small Firm” to establish themselves somewhat, and so that the Practice Advisors have something substantive to review. However, the Practice Advisors have noted that a “New Solo Starter Kit” could be of great benefit, as members can review relevant, helpful and instructive materials which will hopefully assist them to get started off “on the right foot” and be prepared for the Practice Advisor visit. We have consolidated below a number of materials we have already made available into a single location, for ease of reference. The list will be added to, and the materials updated, and more relevant materials are created and discovered. A list of recommended recorded versions of Continuing Professional Development sessions of particular relevance for “New Solo/Small Firms” is also below.
- Law Society of Saskatchewan Practice Review Program – An Update (Article) by Perry Erhardt, Q.C., Vic Dietz, Q.C., Jeff Scott, and Valerie Payne for CBA Midwinter Meeting, 2014
- Client Identification and Verification Rules
- Client Intake Decision-Making Checklist
- Retention, Storage and Disposition of Client Files (Article) by Rod MacDonald, Q.C.
- Law Society of British Columbia Cloud Computing Report
- Succession Planning (Article) by John Allen, CA
- Start-up Management summary by John Allen, C.A. (CPLED Materials regarding Accounting Principles and Requirements)
- Books and Records Requirements Q&A by John Allen, C.A.
- CDIC Annual Reporting Requirements by John Allen, CA
- Guide to Law Office Bookkeeping (2005); Edited by John Allen, C.A.
The following recommended CPD Sessions are available for order through the Law Society. More information can be found here.
- Televised Seminar: DVD Recording & Materials: Bootcamp for Small Firms/Sole Practitioners (CPD-26)
- Webinar: Practice Advisors Webinar Series Part 1: Law Office File Management and Related Practice Issues (CPD-67)
- Webinar: Practice Advisors Webinar Series Part 2: Communication and Cloud Computing (CPD-68)
- Webinar: Navigating the Members' Section: The Resources Available to Law Society of Saskatchewan Members (CPD-100) (Free of charge)
- Webinar: Lawyers Mental Health and Addictions (CPD-103)
- Webinar: It's Yours! Use It! - Reap the Benefits of Your Law Society's Investment in CanLII (CPD-108)
- Webinar: Managing Client Expectations (CPD-104)