Total Credits: 3.0 CLE, 3.0 Ethics
This seminar is for all lawyers (and firm administrators) who are responsible for managing a firm or legal department of a public entity or company – regardless of the size of the firm.
The speakers will provide practical tips for managing a practice to comply with the Rules of Professional Conduct and spend more time actually practicing law. Practice management topics will include:
*client communication (ER 1.4)
*client intake (forms and procedures)
*conflict checking procedures (as opposed to 10 deadly sins of…)
*docketing (even for non litigation practices)
*workload management
*supervision of staff
*data retention requirements (and duties upon a breach)
*succession requirements
*general practice management tips to improve efficiency
*hiring and retaining qualified professionals
Program Chair
Lynda Shely, The Shely Firm, PC
Faculty
Roberta Tepper, Lawyer Assistance Programs Director, State Bar of Arizona
Carrie Valenzuela, Branch Office Manager, Meagher & Greer, PLLP
Lisa Kelly, Attorney Recruiting & HR Administrator, Perkins Coie, LLP
| Faculty Biographies.docx (14.4 KB) | 2 Pages | Available after Purchase |
| PracticeManagementEssentialsMaterials.pdf (2.1 MB) | 56 Pages | Available after Purchase |
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