The Essential Formbook; calender, docket, and file management / law firm financial analysis

Among the systems that are critical to good practice management are controlling calendars and dockets; managing time and deadlines; recording and retrieving client information; managing finances, including billing, collections, financial records; and accounting for client funds. The Essential Formbook, Volume III provides you with the resources you'll need to adapt sound, proven practices in all these areas. First, the concepts and systems involved in implementing each practice technique are explained in detail. Then, checklists, forms, models, and other resources are provided on an accompanying CD to allow you to easily implement the concepts at your firm. The Essential Formbook, Volume III: Comprehensive Management Tools for Lawyers Part I: Calendar, Docket, and File Management Extensive information on: Calendar and docket control systems Personal information managers Docket control Perpetual calendar Filing procedures and policy File destruction and retention Information and file retrieval Physical security of documents and files and much more! Valuable forms, checklists and other documents including: Office Systems Checklist Multiple document retention policy forms Numerous file retention/retrieval/destruction letters, schedules, and documents Employee confidentiality agreement Several audit response letters File release letters Profile of legal malpractice claims, 1996-1999 Part II: Law Firm Financial Management Detailed information on: Assessing the financial strengths and weaknesses of individual firms An introduction to financial statements Receivables: time outstanding and in relation to revenues Expenditures: where is the money going? Distributable income per partner Debt analysis Partner compensation structures Managing the client's funds Trust accounts Law firm business structures and much more! Forms, letters, and documents including: Balance sheets Profit and loss statement Distributable income analysis Compensation mix analysis Comparative compensation analysis Ratio calculation worksheet Model rules and model code Model lawyers' trust account policy and much more This publication is made possible through the generous support of the following Lawyers Professional Liability Insurance companies: Certain Underwriters at Lloyd's, London, England; Grosvenor Brokers, London, England and Herbert L. Jamison & Co., West Orange, New Jersey.