The Essential Formbook, Volume III: Calendar, Docket, and File Management / Law Firm Financial Analysis |
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| Volume III, Part I, covers Calendar, Docket, and File Management, including document backup, retention, destruction, and security. Part II outlines Law Firm Financial Analysis, including financial analysis of risks that all law firms confront. |
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Among the systems that are critical to good practice management are controlling calendars and dockets; managing time and deadlines; recording and retrieving client information; managing finances, including billing, collections, financial records; and accounting for client funds. The Essential Formbook, Volume III provides you with the resources you'll need to adapt sound, proven practices in all these areas. First, the concepts and systems involved in implementing each practice technique are explained in detail. Then, checklists, forms, models, and other resources are provided on an accompanying CD to allow you to easily implement the concepts at your firm.
The Essential Formbook, Volume III:
Comprehensive Management Tools for Lawyers
Part I: Calendar, Docket, and File Management Extensive information on:
- Calendar and docket control systems
- Personal information managers
- Docket control
- Perpetual calendar
- Filing procedures and policy
- File destruction and retention
- Information and file retrieval
- Physical security of documents and files
- and much more!
Valuable forms, checklists and other documents including:
- Office Systems Checklist
- Multiple document retention policy forms
- Numerous file retention/retrieval/destruction letters, schedules, and documents
- Employee confidentiality agreement
- Several audit response letters
- File release letters
- Profile of legal malpractice claims, 1996-1999
Part II: Law Firm Financial Management Detailed information on:
- Assessing the financial strengths and weaknesses of individual firms
- An introduction to financial statements
- Receivables: time outstanding and in relation to revenues
- Expenditures: where is the money going?
- Distributable income per partner
- Debt analysis
- Partner compensation structures
- Managing the client's funds
- Trust accounts
- Law firm business structures
- and much more!
Forms, letters, and documents including:
- Balance sheets
- Profit and loss statement
- Distributable income analysis
- Compensation mix analysis
- Comparative compensation analysis
- Ratio calculation worksheet
- Model rules and model code
- Model lawyers' trust account policy
- and much more
This publication is made possible through the generous support of the following Lawyers Professional Liability Insurance companies: Certain Underwriters at Lloyd's, London, England; Grosvenor Brokers, London, England and Herbert L. Jamison & Co., West Orange, New Jersey.
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Special Subscription Offer!
Subscribe to the Formbook series!
As a Formbook Subscriber, we'll ship you all four of the the current volumes and then updates as soon as they are developed -- and you'll save 20%!
The Essential Formbook: Comprehensive Management Tools for Lawyers is a 4-volume set, updated annually by the authors. By subscribing, we'll send you all four volumes and automatically send you updates for your approval. You'll receive them as soon as they're published. Return any supplements you don't want, or you may cancel the subscription service at any time by notifying the American Bar Association in writing.
You'll Save 20% when you order the Formbook Series! To become a Formbook Subscriber, call the ABA Service Center today: 1-800-285-2221. We'll send you Volume I through IV for $144.50/$169.95 each, and then send you the updates as soon as they are available!
The four volumes comprising The Essential Formbook: Comprehensive Management Tools for Lawyers gathers all of the essential forms that law practitioners use on a regular basis into one, easy-to-use resource. Collectively, these forms will help you establish profitable, affirmative client relationships so you can avoid unnecessary risks associated with malpractice and disciplinary complaints. You'll appreciate the enormous time savings as well as the confidence of having these convenient forms at your fingertips.
Developed by lawyers, law office management consultants, and the American Bar Association, all forms in The Essential Formbook have been successfully used by legal practitioners. Each form comes complete with its own set of instructions and usage explanations, so you can select the ones most relevant to your practice. And, with all the forms available on diskette, it's easy to modify them to match your specific needs.
The Essential Formbook will help you:
- Increase office management efficiency
- Customize already proven office forms, letters, and other materials
- Avoid misunderstandings and malpractice risks
- Establish affirmative client relationships
- Improve service and boost bottom-line profitability
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