Insights 2009 Val34 Understanding Law Firm Operations Submitted
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Slides for Insights 2009 session entitled Understanding Law Firm Operations
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Insights 2009 Val34 Understanding Law Firm Operations Submitted
- 1. Understanding Law Firm Operations & Client Funds – VAL34 Nancy Duhon, Esq. Duhon Technology Solutions, LLC *With special thanks and collaboration credit to Deanne Ikard of Ikard Consulting
- 18. Lawyers are trained to look BACKWARDS for answers “ Hmm, this is an interesting new problem. How should we resolve this?” X
- 19. Lawyers are trained to look BACKWARDS for answers “ Hmm, I wonder how this issue has been decided in the past? Let’s do it the same way today!”
- 28. Personnel Issues
- 40. Trusts 101
- 42. Trusts 101
- 43. Trusts 101
- 44. Trusts 101
- 45. Trusts 101
- 46. Trusts 101
- 47. Trusts 101
- 48. Trusts 101
- 49. Trusts 101 Don Money Trudy Ben
- 50. Trusts 101 Don Book Trudy Ben
- 51. Trusts 101 Don Pocket Watch Trudy Ben
- 52. Trusts 101 Don Money Trudy Ben
- 53. Trusts 101 - Legalese Donor/ Settlor Res Trustee Third Party Beneficiary (TPBene)
- 56. Trusts 101 – How does it relate to retainers? Donor/ Settlor Res Trustee Third Party Beneficiary (TPBene)
- 57. Trusts 101 – How does it relate to retainers? Sue/ Client Res Trudy/Trustee
- 58. Trusts 101 – How does it relate to retainers? Sue/ Client Res Trudy/Trustee Third Party Beneficiary (TPBene) ?
- 60. Potential Conflict of Interest
- 61. Potential Conflict of Interest Trudy as Trustee Trudy as Beneficiary
- 62. Trusts 101 – How does it relate to retainers? Client Res Trudy/Trustee Third Party Beneficiary (TPBene)
- 63. How Does That Translate to Timeslips? = Client Funds/ Account Res
- 72. A Little Graphic Help + - PTA DEP PFA ? WITH
- 78. Example of Personal Injury Settlement
- 80. Because In The End, We Really Just Want It To All Reconcile
- 81. Questions?
Notas del editor
- Required Slide Enter the course number and title for your session on this slide. In the subtitle area, enter your presenter name. As you go through each slide, please enter custom session text for each bullet that is listed in blue font and then change the text to black font; or delete the bullet altogether. It’s a good idea to state the title of your session early and remind participants of any prerequisites, experience level, or other issues that might limit the session’s applicability for anyone. That way, participants can leave early to find a more appropriate session. Tips for Capitalization and Punctuation for all slides: Slide titles should be Title case – Every Major Word is Capitalized. Slide bullets can either be title case or sentence case. With sentence case, you punctuate the bullet like you would punctuate a sentence, capitalizing only proper names or titles. Construct all of your bullets consistently. If one bullet is a complete sentence, all bullets should be complete sentences. Alternately, all bullets could be phrases. Use periods with bullets only if the bullet is a complete sentence. The most important thing to remember is that you be consistent in your capitalization and punctuation. Ideally, you would be consistent across all slides, but at a minimum, use consistent capitalization and punctuation on any given slide.