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PMBR Checklist for Attorneys
  1. Client Communication and Management
    • Implement a system for regular client updates
    • Establish clear communication protocols (email, phone, in-person meetings)
    • Use engagement letters to define scope of representation
    • Maintain detailed records of all client communications
    • Implement a client feedback system
  2. Trust Account Management
    • Establish separate trust accounts for client funds
    • Implement rigorous bookkeeping practices for trust accounts
    • Conduct regular reconciliations of trust accounts
    • Provide detailed billing statements to clients
    • Train staff on proper trust account management
  3. Competence and Diligence
    • Implement a system for ongoing legal education and training
    • Establish a peer review process for legal work
    • Use case management software to track deadlines and tasks
    • Implement a system for staying updated on relevant laws and regulations
    • Establish protocols for case handoffs and collaboration
  4. Confidentiality and Data Security
    • Implement robust cybersecurity measures
    • Establish clear policies on client confidentiality
    • Train staff on confidentiality and data security practices
    • Use secure client portals for document sharing
    • Implement a data breach response plan
  5. Conflict of Interest Management
    • Implement a comprehensive conflict checking system
    • Maintain an up-to-date database of current and former clients
    • Establish clear policies on accepting new clients and matters
    • Use engagement letters to address potential conflicts
    • Implement regular conflict of interest audits
  6. Fee Agreements and Billing Practices
    • Use clear, written fee agreements for all matters
    • Implement transparent billing practices
    • Establish policies for handling billing disputes
    • Conduct regular audits of billing practices
    • Train staff on proper billing procedures
  7. Document Management and Retention
    • Implement a robust document management system
    • Establish clear document retention and destruction policies
    • Use version control for all documents
    • Implement regular backups of all client files
    • Train staff on proper document handling procedures
  8. Supervision and Staff Management
    • Establish clear roles and responsibilities for all staff
    • Implement regular performance evaluations
    • Provide ongoing training for all staff members
    • Establish mentoring programs for junior attorneys
    • Implement a system for monitoring workloads and deadlines
  9. Marketing and Advertising Compliance
    • Review all marketing materials for compliance with ethics rules
    • Establish clear policies on social media use
    • Implement a process for approving all public communications
    • Regularly review website content for accuracy and compliance
    • Train staff on ethical marketing practices
  10. Wellness and Impairment Prevention
    • Implement a wellness program for all staff
    • Establish policies for addressing potential impairment issues
    • Provide resources for mental health and substance abuse support
    • Promote work-life balance through firm policies
    • Conduct regular assessments of firm culture and morale
 
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