OSB Professional Liability Fund

  • How to Prevent Losing Track of Your Client

    January 24, 2020

    “We sent a letter to our client regarding settlement and it was returned with no forwarding address.” “I am trying to close my trust account and I still have $500 belonging to a client I can’t find.” “I have a court hearing in ten days and my client’s cell phone has no voice mail box set up.” “My client no longer works for the employer he gave us.” "My client was deported." “Help! I don’t know how to find my client!”

    by Sheila Blackford

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  • Client Intake: Making it More Effective and Efficient

    December 20, 2019

    Client intake is an important process within a law firm. Just as with other industries and in our personal lives, first impressions speak volumes. According to the 2019 Clio Legal Trends Report, 42% of consumers surveyed say that if they like the first lawyer they speak with, they won’t need to speak with any others. Implement these tips to streamline and make your intake process more effective.

    by Rachel Edwards

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  • Better Beginnings for Onboarding New Clients

    October 18, 2019

    Lawyer-client relationships deserve good beginnings. Good beginnings may seem unachievable on the days when we are strapped for time and feel pressed to get to the lawyering. Relax. Let’s strive for better beginnings for onboarding new clients.

    by Sheila Blackford

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  • Using Interpreters or Translators

    September 06, 2019

    If you find yourself in a matter that may require the use of an interpreter or translator, consider these guidelines and resources to help you understand and streamline the process.

    by Rachel Edwards

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  • Options for Getting Paid

    February 08, 2019

    Since 2016, Clio has been doing annual surveys that found that lawyers, on average, bill only 30% of their time and collect on about 85% of those billed hours. The reason for this isn’t because solo attorneys and lawyers in smaller firms are slacking off. It’s because they spend part of their workday on nonbillable work that cannot be delegated due to a lack of staff. It’s also because lawyers are not always diligent in entering their time, invoicing, and collecting on their bills.

    by Hong Dao

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  • Managing Client Expectations

    June 29, 2018

    Communication is an important part of establishing and maintaining good relationships with your clients. Most if not all attorneys have represented a client who became upset after not receiving an immediate response to an email or phone call, even if the expected turnaround time is unrealistic. Managing client expectations about how you communicate can avoid the stress of miscommunication or clients feeling neglected.

    by Rachel Edwards

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  • Reduce Malpractice Risk by Properly Managing Files

    May 04, 2018

    notebooks
    How you manage your files can present a malpractice risk. Proper file management can help you reduce the risk because it allows you to find the documents you need and encourages documentation.

    by Hong Dao

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  • 5 Tips to Better Billing

    February 23, 2018

    If your billing rate isn't matched by your collection rate, you may have a problem with your billing. Here are five tips that can help you send out bills that get paid promptly in full.

    by Sheila Blackford

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  • Responding to Requests for the Client File

    December 04, 2017

    Responding to Requests for the Client File
    Lawyers routinely receive requests to share materials from the client file. Sometimes clients ask the lawyer directly, but other times the request comes from new counsel or third parties. Evaluating these requests requires you to consider who is entitled to the client file, as well as what documents and materials belong in the client file. Furthermore, you must also ask whether any limitations prevent you from releasing the complete contents of the client file.

    by Jennifer Meisberger

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  • Communicating Effectively and Professionally

    April 07, 2017

    The legal world is changing quickly on many fronts, most notably technology. The way we communicate is greatly impacted as a result. Unfortunately, it has also highlighted a divergence among different generations of attorneys, particularly regarding the most appropriate form of communication in different contexts.

    by Rachel Edwards

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  • Send Text Messages to Your Clients without Using Your Cell Phone

    March 10, 2017

    hands
    Have you ever wanted to text an appointment reminder or a quick message to your clients without having to use your cell phone? There is an easy and free way to do this. It’s called Email-to-SMS Gateway.

    by Hong Dao

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