How a Practice Management Program Can Prevent Malpractice Claims

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July 15, 2020

Attorneys have been subjected to substantial sanctions for their ignorance, or even reckless disregard, in handling client documents, data, communications and other electronic exchanges. This session will explain the ethical implications of dealing with law office technology and provide attorneys with the knowledge to avoid ethical dilemmas others have faced. We will discuss common claims and how technology can assist in preventing them.
• How to prevent clerical errors and administrative failures using matter management and trust accounting
• Performing effective conflict of interest searches
• Using calendaring software to prevent missed deadlines, missed filing dates and failure to react to calendar (including automated court rule calculations)
• How an integrated document management system can prevent lost, misplaced or misfiled documents
*This course is typically delivered featuring the Clio practice management system, the concepts and processes are applicable to many other cloud based and traditional programs.


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