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Best Practices for Docketing, Conflicts, Disengagement, and File Retention

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Sales have ended. Please contact the event organizer, beverly@oregonlawpracticemanagement.org, if you wish to order an audio or video download of this program.

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Date and Time

Refund Policy

Refund Policy

Refunds up to 7 days before event

Sales Have Ended

Registrations are closed
Sales have ended. Please contact the event organizer, beverly@oregonlawpracticemanagement.org, if you wish to order an audio or video download of this program.
Event description

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.

    Date and Time

    Refund Policy

    Refunds up to 7 days before event

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