Risk Management: Survival Tools for Law Firms

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American Bar Association, 2007 - Law - 157 pages
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Risk Management: Survival Tools for Law Firms helps law firms establish solid policies, procedures, and systems to minimize risk and become more efficient. This completely revised second edition and accompanying CD-ROM provides a comprehensive overview of risk management, offers a practical approach to risk management evaluation, and explains the steps to take to create a best practice plan.
 

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Contents

What is Risk Management or Loss Prevention Anyway?
3
RISK MANAGEMENT
4
THE MAIN ELEMENTS OF RISK MANAGEMENT FOR LAWYERS
10
The Role of Law Firm Audits Generally and SelfAudits Particularly
25
ADDITIONAL USES FOR LAW FIRM AUDITS
26
WHY SELFAUDITS?
29
What Is a SelfAudit?
31
WHAT CAN A SELFAUDIT ACCOMPLISH?
32
2 RISK MANAGEMENT OVERSIGHT QUESTIONNAIRE
59
3 NEW CLIENTMATTER INTAKE QUESTIONNAIRE
65
4 CLIENT RELATIONS QUESTIONNAIRE
73
5 DOCKET IE TICKLERCRITICAL DATE REMINDER AND CALENDAR SYSTEMS QUESTIONNAIRE
77
6 PRACTICE AND HUMAN RESOURCE MANAGEMENT QUESTIONNAIRE
81
7 TRUST ACCOUNTS QUESTIONNAIRE
87
8 DISASTER RECOVERY PLANNING QUESTIONNAIRE
89
QualityIn Control QUIC Survey for Law Firms Answer and Analysis Crib Sheets
93

WHEN NOT TO DO IT YOURSELF
33
How to Conduct a SelfAudit
35
DISTRIBUTING AND COMPLETING QUESTIONNAIRES
43
PREPARING A REPORT
44
IMPLEMENTING THE REPORT RECOMMENDATIONS
45
FollowUp and Implementation
47
THE ELEMENTS OF EFFECTIVE IMPLEMENTATION
48
TIMING AND IMPLEMENTATION
50
BIBLIOGRAPHY
52
QualityIn Control QUIC Survey for Law Firms Questionnaires
53
1 MANAGEMENT STRUCTURE QUESTIONNAIRE
57
Management Structure Questionnaire Page 57
95
Risk Management Oversight Questionnaire Page 59
99
New ClientMatter Intake Questionnaire Page 65
105
Client Relations Questionnaire Page 73
117
Docket ie Tickler Critical Date Reminder and Calendar Systems Questionnaire Page 77
123
Practice and Human Resource Management Questionnaire Page 81
129
Trust Accounts Questionnaire Page 87
137
Disaster Recovery Planning Questionnaire Page 89
141
INDEX
149
About the CD
157
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