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Category: Office Procedures

Developing a case referral office policy

Developing a case referral office policy

If you are contacted about cases that you either can’t or don’t want to accept you should consider a standard office policy on referral of cases. Here is an example of a policy: A GENERAL POLICY 1. There are four types of cases we refer out to other attorneys: (1) Cases involving legal work outside of our area which have sufficient merit to justify a referral to a specific attorney (2) Cases with we don’t feel are substantial enough but…

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Check list for interviewing malpractice client

Check list for interviewing malpractice client

Have you ever thought about creating a check list for things you should tell a new client at the interview? What happens is you give advice to a new client about things that they should know. Then you have another interview with a different client and you give them advice about the case. However, what I found was that I would forget some things from interview to interview that should have been discussed. I decided to create a kind of…

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