|
Client identification and verification |
| Client Identification and Verification Checklist |
| Explanatory notes and frequently asked questions [updated March 2009] |
| Client Identification and Verification Online Course |
| Confidentiality
/ privacy / conflict of interest |
| "Data Theft or Loss: Ten things your lawyer must tell you about handling information" (PDF) by Craig Bavis and Michael Parent for Ivey Business Journal. Published here with permission. |
| Confidentiality agreement |
| Lawyers
Sharing Space (PDF) |
| Model
conflicts of interest checklist [updated March 2009] |
| Model
Independent Legal Advice Checklist (PDF) [updated April 2009] |
| Two
Exceptions to a Lawyer's Duty of Confidentiality: The Right to
Reveal Confidential Information in Defence of Reputation and in
Pursuit of Fees (PDF) |
| What
Can Lawyers Say in Public? (PDF) |
| Technology |
| Mastering your Mailbox: E-mail and Information Management (PDF: 938 KB) |
| List of companies offering accounting or case management packages (Excel spreadsheet) |
| Pacific Legal Technology Conference materials |
| 25 Benefits of
Case Management in 40 Minutes |
| Building
an automated practice: it's not so tough (PDF) |
| Federation
of Law Societies of Canada: Ethics and the New Technology |
| Internet / e-mail use
policy |
| Nimda
Virus Update:
You are more vulnerable than you were a week ago |
Practice Management Face-Off: Time Matters vs. Amicus Attorney
(Large PDF: 2.9 MB) |
| Running
a Home Business on the Office Server (and other good reasons to have
a Technical Use Policy) (PDF) |
| Threats
from Within (PDF) |
| Trust
Accounting and Case Management Technology (PDF) |
| Client
service / communications |
| Model Client
Survey |
Financial institutions
[For more information on the Financial institutions section, contact Practice Advisor Barbara Buchanan at 604-697-5816 or bbuchanan@lsbc.org.] |
| Mortgage discharges:
|
| Cheques and bank drafts:
|
| Practice |
| Incorporation precedents:
|
| Model letters:*
* Notes on
Using Model Letters and Agreements |
| Practice Checklists Manual |
Legal fees
|
Solicitor's liens
|
| Western Law Societies Conveyancing Protocol (British
Columbia) – Version 3
|
| Legal
research |
Canadian
legal source materials (links):
|
| Office
organization |
Examples of cheque requisition forms:
|
| Lawyer Guide to Working Effectively With a Bookkeeper |
| Valuable Property Record (PDF) |
| List of companies offering accounting or case management packages (Excel spreadsheet) |
Resource Guide for Lawyers with Disabilities and Employers (PDF) |
| Business
Plan Outline |
| Twelve-Month
Law Practice Cash Flow Budget Worksheet (Excel
spreadsheet) |
| Whose
File is it Anyway? Who Owns Client File Documents when the Retainer
Ends, The Advocate, January, 1994 (PDF) |
| Closed
Files: Retention and Disposition (PDF) |
| Getting
Started: Trust Accounting [updated
August, 2005] (PDF) |
| Getting
Started: Opening Your Law Office [updated
September, 2004] (PDF) |
| Loss
Prevention Planning Checklist |
| Model
policies:
|
| Opening
and Maintaining Client Files (PDF) |
| Sample
Associate Agreement |
| Marketing |
| 10
of the Most Common Lawyer Marketing Mistakes — and How to
Prevent These From the Get-Go! (PDF:
189 KB) |
| Marketing
Tips, Techniques and Technology: The
Keys to Satisfied Clients (PDF) |
Succession planning
(see also: Succession Planning webpage) |
Planning
Ahead: A Guide to Protecting Your Clients’ Interest
in the Event of Your Disability or Death. A Handbook and
Forms, by Barbara S. Fishleder, Oregon State Bar Professional
Liability Fund, 2006. |
| Leaving
or moving your practice |
| Winding Down the Law Practice : Planning for Retirement, a paper by the New York State Bar Association (PDF: 1.31 MB) |
| Winding
up a Firm: A Checklist (PDF) |
| Winding
up a Sole Practice: A Checklist [updated
June 2007] (PDF) |
Model letters to client: Termination of Employment |
| Withdrawal
from the Practice of Law: sample newspaper notice and letter to
clients |
| Personal
assistance |
| Resource Guide for Lawyers with Disabilities and Employers (PDF) |
Laughter & Living: The Lawyer's Personal Toolbox (PDF) |
|
Protocols between Law Society and courts on complaints |
| Protocol between the Provincial Court and the Law Society respecting complaints (2004) | Addendum (2005) |
| Protocol between the Law Society and the BC courts respecting concerns that arise in ongoing proceedings (1997) |
See also: Report of the Committee on Relations with the Judiciary (PDF) |
|
Protocols between Law Society and the Province of BC |
| Protocol between the Law Society and the Office of the Registrar respecting the protection of solicitor-client privilege in connection with investigations under the Security Services Act (2008) |
