Best Practices for Docketing, Conflicts, Disengagement, and File Retention
Event Information
Description
1.0 Practical Skills MCLE Credits Pending
OSB Program No. 6724*10
Represent clients effectively and ethically by applying best practice recommendations for docketing, conflicts, disengagement, and file retention. CLE topics include:
Docketing
- Learning the attributes of effective docketing systems
- Appreciating the duty of due diligence
- Docketing tips for eCourt practitioners
Conflicts
- Recognizing ethical traps
- Establishing objectives: who to screen and when to screen
- Comparing conflict software
- Streamlining conflict checking
Disengagement and File Retention
- Meeting your ethical obligations under Oregon RPC 1.16
- Protecting clients and limiting liability exposure
- Simplifying disengagement with forms
- Creating policies, procedures, and checklists
- Accessing resources
Date/Time/Location
Wednesday, April 11, 2018 from 10:00 a.m. to 11:00 a.m. Pacific Time. This is a live, online webinar.
Who Should Attend?
Lawyers, office administrators, or staff - anyone interested in improving office systems.
Group Discounts
Discounts available to firms who wish to register 5 or more attendees. Contact organizer to arrange a discount code before registering: beverly@oregonlawpracticemanagement.org.
Does the Program Include Written Materials?
Yes. Written materials will be distributed electronically to attendees.
Ask Questions/Live Polling
Questions are welcome during the live event. Attendees are also encouraged to participate in live, anonymous polling.
