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 properly destroying client files in Texas, ensuring compliance with ethical guidelines and legal requirements while protecting client confidentiality.
A custodian attorney assists in winding down a lawyer’s practice, if needed. The custodian attorney does not take over representation of clients or “assume” the lawyer’s law practice.
