A Guide to Setting Up and Running Your Law Office

A Guide to Setting Up and Running Your Law Office

Avoiding Malpractice Through Efficient Office Systems

A Note Regarding These Materials

This guide is a reference which will answer questions about everything from starting your law office, to maintaining a system for closed files. The suggestions included are those which are likely to help most practitioners. The systems suggested are not the only effective systems; they are systems which we have found to easily understand and easily implemented by practitioners all over the state.

The material included in this guide was developed by the Oregon State Bar Professional Liability Fund, whose Directors have permitted its adaptation for use by Kentucky lawyers. This guide is offered as a starting point for lawyers in private practice. We hope it will be of assistance to you.

Acknowledgement

Lawyers Mutual Insurance Company of Kentucky (LMICK) gratefully acknowledges the Oregon State Bar Professional Liability Fund and Barbara S. Fishleder, Director of Personal and Practice Management Assistance, for providing this material.

Disclaimer

This guide includes claim prevention techniques which are designed to minimize the likelihood of being sued for legal malpractice. The material presented does not establish, report, or create the standard of care for attorneys. The material is not a complete analysis of the topic, and readers should conduct their own appropriate legal research. These materials are intended as a starting point to assist attorneys in thinking about and dealing with the issues addressed therein. They are not intended to nor do they set or even evidence the appropriate standard of care, especially since they are based to a large extent on Oregon law. No one should rely on them as a defense to a claim of legal malpractice nor a foundation for a claim of legal malpractice.

Published by: Oregon State Bar Professional Liability Fund

2009 Revisions

A GUIDE TO SETTING UP AND RUNNING YOUR LAW OFFICE

Avoiding Malpractice Through Efficient Office Systems

Published by OREGON STATE BAR

PROFESSIONAL LIABILITY FUND

2009 Revision

Oregon State Bar Professional Liability Fund

16037 S.W. Upper Boones Ferry Road, Suite 300 Tigard, Oregon 97224 P.O. Box 231600 Tigard, Oregon 97281

503-639-6911 1-800-452-1639

2009 Board of Directors and Officers James G. Rice ? Chair ? Portland

Ronald L. Bryant ? Vice Chair ? Redmond Kandis Brewer Nunn ? Secretary-Treas. ? Portland

Rodney E. Lewis ? Portland Suzanne Bradley Chanti ? Eugene

Frederick C. Ruby ? Salem William G. Carter ? Medford Tim Martinez ? Public Member ? Salem Laura E. Rackner ? Portland

Chief Executive Officer Ira R. Zarov

Director of Personal and Practice Management Assistance Barbara S. Fishleder

Practice Management Advisors Sheila Blackford Dee Crocker Beverly Michaelis

? 1986, 1994, 1999, 2003, 2005, 2009 Oregon State Bar Professional Liability Fund All Rights Reserved

DISCLAIMER

This handbook includes claim prevention techniques that are designed to minimize the likelihood of being sued for legal malpractice. The material is not a complete analysis of the topic and readers should conduct their own appropriate research.

ACKNOWLEDGMENTS

The Oregon State Bar Professional Liability Fund gratefully acknowledges:

Sheila Blackford Practice Management Advisor

Dee Crocker Practice Management Advisor

Barbara S. Fishleder Director of Personal and Practice Management Assistance

Tanya Hanson Loss Prevention Attorney

Beverly Michaelis Practice Management Advisor

DeAnna Shields Loss Prevention Assistant

for their contributions to A Guide to Setting Up and Running Your Law Office: Avoiding Malpractice Through Efficient Office Systems.

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