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Law Practice Management Tools Amber Arakaki


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Law Practice Management Tools Amber Arakaki

  1. 1. Law Practice Management Tools Amber Arakaki Winter Hankins Stacy Hovan Because more professional error is caused by administrative mistakes than by lack of substantive legal knowledge, practice management skills are fundamental to competent lawyering.
  2. 2. The Law Office Policy & Procedures Manual <ul><li>A resource to inform Medium and Large Firm about their responsibilities to clients, and employees. It covers topics such as: </li></ul><ul><ul><li>Support Personnel and their Functions; </li></ul></ul><ul><ul><li>Office policies (including but not limited to outside employment, discrimination, and professional attitudes); </li></ul></ul><ul><ul><li>Library; and </li></ul></ul><ul><ul><li>Travel. </li></ul></ul><ul><li>Available in print (Barnes & Noble $129.95) </li></ul><ul><li>Online copy available on Google Print </li></ul><ul><li>Not available on Lexis or Westlaw </li></ul>
  3. 3. The Law Office Policy & Procedures Manual <ul><li>The subject breakdown provides the user with a fairly detailed understanding of what is contained in section (easy to follow) and is written in plain language. </li></ul><ul><li>The Law Office Policy & Procedures Manual has so far been updated upon the request by the Law Practice Manual Section Publishing Board. It was published 1982, updated 1992 (2nd ed.) and afterward completely revised as a result of drastic changes in law office management practices. The manual was again updated 2004 (4th ed.) and last in 2007 (5th ed.) </li></ul><ul><li>This manual is often used as a reference for a Firm’s management to create their own office manual on policy and procedures. The manual may then be distributed to all staff for reference, along with a disclaimer that the manual does not create condition of or guarantee of continued or permanent employment. </li></ul><ul><li>Would we want this resource in our print library? Yes, at least one copy at the disposal of office management for reference. </li></ul><ul><li>However, it since the printed version is relatively inexpensive and new editions are only released every few years at best, it would be worthwhile to get a hard copy rather than pay for the online version. </li></ul><ul><li>Comparable sources? California Employer’s Guide to Employee Handbook & Personnel Policy Manuals located on Lexis. </li></ul>
  4. 4. The Essential Formbook: Comprehensive Management Tools for Lawyers <ul><li>Helps individual lawyers and firms of all sizes meet existing management standards in a way that is consistent with their goals of better serving clients and making profit. </li></ul><ul><li>Available in print (ABA web store $199.99) and on Google print </li></ul><ul><li>The work is separated into eight separate parts that are not dependent on any other part. As a result, the print version is relatively easy to follow. </li></ul><ul><li>All eight parts are supplemented and updated periodically. The work will also be available on CD-ROM and ultimately on internet. </li></ul><ul><li>This book provides its users with Form templates for certain management and legal functions such as forms for billed and unbilled matters, client activity reports, recruiting & hiring; sample letters (i.e. Placement Directors) </li></ul><ul><li>Would we want this resource in our print library? Yes, the book covers a range of topics (i.e. billing, hiring, and administrative procedures) and standard forms approved by the ABA that will ensure the Firm is carrying out business in a manner that is professional and according to industry standards. </li></ul><ul><li>Would you pay to have online access to this source? Probably not since it is updated only periodically. </li></ul>
  5. 5. Introduction To Law Practice : Materials And Cases <ul><li>“ Law is a professional service business. Sound business practices are necessary in order to practice law in a professional manner.” </li></ul><ul><li>Contains articles, excerpts, and cases </li></ul><ul><li>Available in print only (hardcover, 480 pages) </li></ul><ul><li>3 rd edition updated in 2007 costs $121 </li></ul>KF318 .M86 2002 (5th stacks)
  6. 6. Introduction To Law Practice : Materials And Cases <ul><li>Application of management skills in a professional setting </li></ul><ul><ul><li>formation of the firm, organizational and management structure </li></ul></ul><ul><ul><li>development of a marketing plan </li></ul></ul><ul><ul><li>hiring and retaining staff, personnel issues, compensation </li></ul></ul><ul><ul><li>setting up a law office, physical space, office equipment </li></ul></ul><ul><ul><li>leveraging intellectual work product </li></ul></ul><ul><ul><li>research, technology and information resources </li></ul></ul><ul><ul><li>establishing office systems </li></ul></ul><ul><ul><li>setting and collecting fees, billing </li></ul></ul><ul><ul><li>managing a budget </li></ul></ul>
  7. 7. Law Practice Management in a Nutshell <ul><li>Like an abridged version of the casebook </li></ul><ul><li>Same chapter titles organized in the same order </li></ul><ul><li>Cases are only referred to rather than reprinted </li></ul><ul><li>No articles or excerpts except highlights from formbooks </li></ul><ul><li>Available in print only (softcover, 474 pages) </li></ul><ul><li>2003 edition costs $28 </li></ul>KF318 .M863 2003 (circulation desk)
  8. 8. Fee Agreements Forms Manual <ul><li>Contains sample clauses for different types of representations, including elder law, bankruptcy, divorce, business law </li></ul><ul><li>Contains case commentary on various issues, like disqualification, arbitration agreements, litigation costs . </li></ul><ul><li>Available in Print from CEB for $165 </li></ul><ul><li>Available through OnLaw subscription for $135. </li></ul><ul><li>NOT available in either Westlaw or LEXIS </li></ul>
  9. 9. California Attorney Fee Awards <ul><ul><ul><ul><ul><li>Examines CA and Fed fee-shifting statutes, equitable fee awards, attorney fees awarded as sanctions or damages. </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Provides step-by-step guidance on how to ask the court or arbitrator for reasonable attorney fees. </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Available in Print: $195 (CEB) </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Available in OnLaw Subscription: $165 initial; $55 after </li></ul></ul></ul></ul></ul><ul><ul><ul><ul><ul><li>Available on Lexis Nexis </li></ul></ul></ul></ul></ul>
  10. 10. California Attorney Fee Awards <ul><li>Sample Forms! </li></ul><ul><li>Easier to look at via print. </li></ul><ul><li>Available in a Forms CD for $55. </li></ul>Sample Motion for Reasonable Attorney Fees