Learn essential file management and password access tips for attorneys, including compliance with the Texas Disciplinary Rules and creating effective file retention and destruction policies.
Guide to planning the transition of your law practice, including succession strategies, selling your practice, and ethical considerations for a seamless exit strategy.
Discover the essential steps for effective succession planning in law practice with our comprehensive toolkit, designed for seamless transitions and easy-to-access resources.
Guidance on handling sudden cessation of legal practice and custodianships under Texas Rules of Disciplinary Procedure, including steps for court supervision and client file management.
Learn essential tips for client file retention and destruction, adhering to Texas Disciplinary Rules and ethics opinions to ensure compliance and protect client interests.
Ensure proper client file management with our comprehensive guide on file retention policies, storage, and destruction to maintain compliance and protect confidential information.
Learn how to create an effective file retention policy for legal practices, tailored to meet the specific needs of each lawyer while ensuring compliance with professional standards.
