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Lawyer Practice Review Resource List
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A1a - Contingency Planning
Note: Vulnerabilities Assessment Chart is also available in Excel format on the LawPRO site
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A1b - Power of Attorney
- Contingency Planning Guide
- "Approaches to Drafting Powers of Attorney - Is Boilerplate Enough?" by M. R. O'Sullivan, Special Lectures 2010: A Medical-Legal Approach to Estate Planning, Decision-Making and Estate Dispute Resolution for the Older Client, Toronto, ON, April 14, 2010, tab 19 [available online through The Great Library at www.infolocate.ca/
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A2s - Business Structures
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A2b - Space Sharing
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A2b - Written Business Arrangements/Partnership Agreements
- Section 3.4-11.1 to 3.4-11.3 and 3.4-16.1, Rules of Professional Conduct
- Subsection 3(2) of By-Law 7.1
- By-Law 7, Part IV
- Great Library Stacks - Precedent Partnership Agreement for a Law Firm - Ontario Bar Association, 2008 (KF 318 A2 0583 2008)
- Great Library Stacks - Model Partnership Agreement, Kellough (KF 318 M62 1990)
- Great Library Stacks - Managing Your Law Firm, 2000 Update (KF 318 M369 1996 ST), chapter 7, "Partnership Agreement for a Small Firm"
- "Divorcing your Partners: Surviving a Firm Break-Up", by Hardie, R. (May 9, 2008) - available online through the Great Library at www.infolocate.ca/
- Annotated Business Agreements - available online through the Great Library at www.infolocate.ca/- see "Annotated Partnership Agreement", by Manzer, A. (September 18, 2008)
- Sample Associate Agreement (in PDF and MS Word on LawPRO's practicePRO website)
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A3 - Written Office Manual
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A5 - Marketing - Firm Name
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A5 - Marketing - General
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A7 - Confidentiality
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B1 - Prospective Clients
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B2 - Discussion of Retainer
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B3 - Written Retainers - Use
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B4 - Written Retainers - Sufficiency
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B5 - Money Retainers
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B6 - Conflicts Management
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B7 - Conflicts of Interest
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B8/9 - Client Service and Communication
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B10 - Email Communication
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C1 - Separate Files for Each Retainer
- File Management - see or go to Opening and Maintaining Active Client Files and Essential Requirements
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C2 - Key Information in File
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C3 - Notation of Key Dates
- File Management - see or go to Essential Requirements and Systems to Store and Retrieve Key Client Information
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C4 - File Organization
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C5/6 - File Management Systems
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C7 - File Storage
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C9 - Tickler System
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C10 - Bring Forward System
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C11 - File Review
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D2 - Detailed Time Dockets
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D3 - Account Detail
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D4 - Regular Billing and Internal Control
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D5 - Managing Accounts Receivable
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D6 - Deposit Funds in Trust Account
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D7a - General Receipts and Disbursement Journals
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D7b - Trust Receipts and Disbursement Journals
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D7c - Client Ledger Cards
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D7d - Monthly Trust Reconciliations
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D7e - Cashed Cheques
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D8 - Trust Comparisons
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D9 - Trust Reconciliations
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D10 - Cash Receipts
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D11 - Accounting Current - Stale Dated Cheques
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D11 - Inactive Trust Accounts
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D12 - Trust Deposit Slips
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D13 - Financial Controls
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E1 - Office Equipment
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E2 - Data Security
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F1 - Professional Competency
Note: LawPRO waives any deductible and claims history levy surcharge on any claim made against a lawyer mentor arising out of a mentoring relationship, provided that certain requirements are met.
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G2 - Time Dockets for Billable and Non-Billable Time
- Time Management - see Effective Use of Time - Keep time records and Centralized Tickler or Reminder Systems - Time Docketing or Recording Systems
- "Taking your Financial Pulse: Meaningful Financial Analysis for a Profitable Solo and Small Firm" by Bilinsky, D., et al (2007) - available online through the Great Library at www.infolocate.ca/
- "PC Law and Understanding your Bottom Line" by Bilinksy, D., et al, (2008) - available online through the Great Library at www.infolocate.ca/
- Resolutions to Capture More Time (and Make More Money) (LawPRO Magazine)
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G3 - Time Reports
- "Taking your Financial Pulse: Meaningful Financial Analysis for a Profitable Solo and Small Firm" by Bilinsky, D., et al (2007) - available online through the Great Library at www.infolocate.ca/
- "PC Law and Understanding your Bottom Line" by Bilinksy, D., et al, (2008) - available online through the Great Library at www.infolocate.ca/
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G4 - Delegation and Supervision
Terms or Concepts Explained