Law Office Management

Law Office Management Index

• General
• Accounting, Bookkeeping, Banking
• File Management
• Fraud
• Human Resources

General

• Practice Review Program
• Reaping Rewards: Understanding the Inter-play of Analyzing Planning and Managing Your Practice to Make You Healthy, Wealthy and Wise

Accounting, Bookkeeping, Banking

• Control Procedures: Wire Transfers via Online Wire Payments Service
• CDIC: Annual Reporting Requirements
• Cheque Image Requirements
• Control Procedures: Scanned Deposits
• Disbursing the Un-disbursable – What to do with Unclaimed Trust Funds
• Monthly Pooled Trust Account Reconciliation Review Checklist
• Trust Safety FAQ

File Management

• Retention, Storage and Disposition of Client Files

Fraud

• Fraud Alerts
• Employee Fraud: Don’t Rule It Out

Human Resources

• Saskatchewan Justicia Project
  • Flexible Work Arrangements – PDF | MS Word
  • Parental Leave – PDF | MS Word
  • Mentorship Guidelines – PDF | MS Word
  • Member Survey Report: Workplace policies and practices for lawyer retention and advancement
• Lateral Hire Conflict
  To further illustrate Section 3.4 (Conflicts of Interest) of the Code of Professional Conduct, these precedents were developed by Melanie Hodges Neufeld of the Law Society and approved by the Ethics Committee. These precedents are intended to assist the profession in dealing with lawyers transferring from firm to firm.
  1. Policy Statement for Use When Considering a Lateral Hire to be Administered by A Firm’s Conflicts Committee
  2. Schedule 1
  3. Schedule 2 (Letter to Former client of Transferring Lawyer, Seeking Consent)
• Succession Planning
• Succession Planning Agreement
• Sample Checklist and Approval of Law Practice Succession Agreement by Bank