Tag
#File Management
Posts tagged File Management.
Family & Civil Practice
Building a Chronology That Actually Works on a Family File
A dated chronology pulls a scattered family file into order you can argue from. Here is how to build one that serves both settlement and trial.
Client Experience
Closing a File So the Client Comes Back
The close of a file is the last impression your firm leaves and the moment most likely to generate a referral. A five-step closing checklist makes it deliberate rather than an afterthought.
Practice Management
Taking Over a File Someone Else Started
Taking over a file someone else started requires a deliberate first week. Here is the checklist for getting the record straight, contacting the client, and making the file yours.