Back to Basics: Fundamental Tools to Avoid the Need for Future CYA Letters

09 Dec , 2022

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Humans, including the ones practicing law, make mistakes. This presentation will focus on five basic proactive steps you can take as an attorney to avoid the spectre of a nasty malpractice suit after representation concludes. Attorneys must be proactive in mitigating risks to their practice. We will cover often-overlooked areas to mitigate risk, including: retainer revisions, client memos, client communication guidelines, and file origination and retention. Think of these tips as a CYA letter in advance so that you don’t have to send one in the future.

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