14.1 – Introduction and Objectives
File and time management are the cornerstones to effective client service and, thus, to every legal practice.
Every client, and every client matter, requires a file and each file needs to be appropriately managed so that you can provide efficient service and comply your ethical obligations under the Code of Professional Conduct. To manage legal files appropriately, you must put systems and procedures in place for document management, file storage, and file security.
Managing files necessarily involves managing your time, which requires planning your time, setting reminders, and recording time spent on files. Implementing proper processes for time management will increase your productivity and allow you to provide timely and efficient service to your clients.
Module Tip
For the purposes of this module, as the context requires, “file” includes: a paper file and/or computer file/folder, as well as the concept of a file as the matter for which the lawyer is engaged (e.g., “I am working on the Smith file”). For clarity, we have broken this module into sections, but it is important to think of the discussion that follows as elements of an integrated whole, rather than isolated systems.
Objectives
The objectives of the File Management module are to:
- Understand the ethical obligations that underpin the need for effective time and file management;
- Consider ways to manage your time effectively and ensure deadlines and limitation periods are met; and
- Consider how to manage your files and ensure their security.
Although we aim to present a comprehensive Module, this Module is not exhaustive. This Module is not a substitute for exercising professional judgment and does not constitute legal advice.
Time Estimate for this Module (including Quiz, but not including optional videos): 45 minutes