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How a case management system can help
 you practice ethically and competently
                                 www.goclio....
History with the LSBC
•   Assembled a small firm task-force to examine issues and
    forces contributing to frequent brea...
Case Management 101
         All lawyers need to manage:


              Files/Matters    Time Tracking


            Clie...
The Contenders
Many excellent traditional systems are available:




    Great for robust, feature-rich and desktop
      ...
The Contenders
Web-based newcomers also provide compelling solutions




    Great for ease-of-use, accessibility, passive...
Ethics & Case Management

        “(Case management) helps you avoid
            malpractice claims/conflicts”
     David ...
Ethics & Case Management

Case Management systems aid in the ethical
    practice of law in the following ways:

1. Tracki...
Ethics & Case Management

   Case Management systems aid in the ethical
       practice of law in the following ways:

2. ...
Ethics & Case Management

  Case Management systems aid in the ethical
      practice of law in the following ways:

3. Fa...
Ethics & Case Management

Case Management systems aid in the ethical
    practice of law in the following ways:

4. Mainta...
Ethics & Case Management

Case Management systems aid in the ethical
    practice of law in the following ways:

5. Avoid ...
Ethics & Case Management

  Case Management systems aid in the ethical
      practice of law in the following ways:

6. Ma...
Ethics & Case Management

  Case Management systems aid in the ethical
      practice of law in the following ways:

7. En...
Ethics & Case Management

Case Management systems aid in the ethical
    practice of law in the following ways:

8. Ensure...
Ethics of the Web
      Data Availability & Redundancy
• Performing secured backups of data at regular
  intervals (ideall...
Ethics of the Web

     Improved Data Security
           Data communications are encrypted
           with 128 or 256-bit...
Ethics of the Web
      Data Availability & Redundancy
• Performing secured backups of data at regular
  intervals (ideall...
Other Advantages
  Provides Freedom and Mobility




                           www.goclio.com
Other Advantages
High degree of accessibility and platform neutrality




                                          www.go...
Other Advantages
 Manages documents, knowledge assets and
         other intellectual property




                       ...
Other Advantages
  Allows monitoring of practice health and
       reporting of critical information




                 ...
Other Advantages
 Provides a simple ROI proposition

 • Saves time spent on non-billable,
   or other administrative tasks...
Finally…
•   A good case management system should just work – don’t find yourself
    regretting your purchase, or on the ...
Thank You




            www.goclio.com
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Ethics And Practice Management

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How a practice management system can help you meet your ethical obligations.

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Ethics And Practice Management

  1. 1. How a case management system can help you practice ethically and competently www.goclio.com
  2. 2. History with the LSBC • Assembled a small firm task-force to examine issues and forces contributing to frequent breaches of Professional Conduct Rules (PCR) • Identified that pervasive under-adoption of available practice/case management tools were a frequent contributor to PCR related breaches and complaints • Sought to reduce incidences of malpractice and ethical misconduct by proactively searching for a turnkey solution which could be enlisted to assist their membership www.goclio.com
  3. 3. Case Management 101 All lawyers need to manage: Files/Matters Time Tracking Clients/Contacts Bills/Reports Tasks/Reminders Documents A good system integrates these functions seamlessly www.goclio.com
  4. 4. The Contenders Many excellent traditional systems are available: Great for robust, feature-rich and desktop integrated case management www.goclio.com
  5. 5. The Contenders Web-based newcomers also provide compelling solutions Great for ease-of-use, accessibility, passive information security and redundancy www.goclio.com
  6. 6. Ethics & Case Management “(Case management) helps you avoid malpractice claims/conflicts” David Bilinsky, LLB – Practice Management Advisor, LSBC “A good case management system makes it easy to practice ethically and stay out of trouble.” Kensi Gounden, LLB – Manager of Practice Standards, LSBC www.goclio.com
  7. 7. Ethics & Case Management Case Management systems aid in the ethical practice of law in the following ways: 1. Tracking and keeping critical appointments with a complete calendaring system – Keeping engagements with clients – Ensuring punctuality and maintenance of professional commitments – Avoiding scheduling conflicts and overlap www.goclio.com
  8. 8. Ethics & Case Management Case Management systems aid in the ethical practice of law in the following ways: 2. Diarizing important deadlines using a date sensitive “To Do” list or bring-forward system – Provides reminder system to prevent passage of deadline without engaging in required steps or follow-up – Reminds the attorney when and how often to update the client regarding important events or developments www.goclio.com
  9. 9. Ethics & Case Management Case Management systems aid in the ethical practice of law in the following ways: 3. Facilitates timely follow-up and correspondence with clients using integrated message management – Identifies and assigns client correspondence (emails, letters & telephone messages) for response within a reasonable timeframe – Ensures that client inquiries are not forgotten or left unattended – Permits integrated archiving of important matter/client correspondence for future reference www.goclio.com
  10. 10. Ethics & Case Management Case Management systems aid in the ethical practice of law in the following ways: 4. Maintaining accurate records and documentation regarding case events and progression – Enables complete and accurate reporting to client on details of case and event chronology – Allows attorney to fulfill requirement to provide candid advice and information on matter position www.goclio.com
  11. 11. Ethics & Case Management Case Management systems aid in the ethical practice of law in the following ways: 5. Avoid conflicts of interest with integrated and comprehensive practice search capacity – Mitigates risk from information “siloing” – Enables attorney to pledge undivided loyalty in good conscience – Identify and avoid conflicts before they happen www.goclio.com
  12. 12. Ethics & Case Management Case Management systems aid in the ethical practice of law in the following ways: 6. Maintain accurate records of time and disbursements to avoid unnecessary and unseemly wrangling over fees – Time tracking system keeps an accurate history of time accrual including dates, amounts and work completed – Expense and disbursement tracking enables attorneys to document and justify any out-of-pocket expenses or additional costs of services incurred www.goclio.com
  13. 13. Ethics & Case Management Case Management systems aid in the ethical practice of law in the following ways: 7. Enables accurate recording and reporting of client moneys or Trust property using a system of ledgers – Fulfills jurisdictional Trust reporting requirements – Prevents inextricable co-mingling of client or attorney funds – Permits viewing of client ledger indicating balances for trust funds, pre-payments, retainers and unearned fees – Prohibits negative client balances www.goclio.com
  14. 14. Ethics & Case Management Case Management systems aid in the ethical practice of law in the following ways: 8. Ensure the privacy and safekeeping of a client’s confidential information – Guards client data against passive & active information compromise – Takes reasonable measures to protect against catastrophic data loss using information storage best practices www.goclio.com
  15. 15. Ethics of the Web Data Availability & Redundancy • Performing secured backups of data at regular intervals (ideally at least once per day) • Ensuring geographical distribution of backup data through simple off-site storage or otherwise • Involving third-party data escrow providers in the long-term, independent protection of data www.goclio.com
  16. 16. Ethics of the Web Improved Data Security Data communications are encrypted with 128 or 256-bit bank-grade SSL encryption Daily security audits performed by trusted authorities in data integrity Adherence to strict privacy guidelines and best-practices www.goclio.com
  17. 17. Ethics of the Web Data Availability & Redundancy • Performing secured backups of data at regular intervals (ideally at least once per day) • Ensuring geographical distribution of backup data through simple off-site storage or otherwise • Involving third-party data escrow providers in the long-term, independent protection of data www.goclio.com
  18. 18. Other Advantages Provides Freedom and Mobility www.goclio.com
  19. 19. Other Advantages High degree of accessibility and platform neutrality www.goclio.com
  20. 20. Other Advantages Manages documents, knowledge assets and other intellectual property www.goclio.com
  21. 21. Other Advantages Allows monitoring of practice health and reporting of critical information www.goclio.com
  22. 22. Other Advantages Provides a simple ROI proposition • Saves time spent on non-billable, or other administrative tasks • Saves money by mitigating administrative overhead, and (in some cases) entitling you to reductions in practice insurance premiums www.goclio.com
  23. 23. Finally… • A good case management system should just work – don’t find yourself regretting your purchase, or on the IT support treadmill • Find one that makes sense in the context of your practice workflow and level of technical sophistication – request a free trial before committing www.goclio.com
  24. 24. Thank You www.goclio.com

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