Best Practices in Opening, Managing, and Closing Client Files for Paralegals

File management systems are essential to successful representation of your clients. An effective file management system can also contribute to improved profitability and efficiency for your practice through decreased risk of miscommunications or errors. Make sure you have appropriate measures in place to organize a client file from initial retainer to completion. Our speakers provide guidance on how to use technology to assist and automate file management tasks and give you the tools you need to handle the stages of a file more effectively.

• Understand the importance of retainer agreements
• Learn how to manage client expectations around communications
• Be aware of how to effectively delegate and supervise others working on client files