CPD: OPA, Common Practice: Management Pitfalls and How to Avoid Them

Overview

The LSO’s Practice Audit team will be joined by The Coach and Advisor Network (CAN) and the Practice Management Helpline (PMH) in our annual LSO CPD.

The Coach and Advisor Network (CAN) – The importance of using the program to develop competency and skills to be a paralegal.  Coaches are for a long-term relationship while advisors are a short-term relationship

Practice Management Helpline (PMH) – Provides advice on ethics, professional responsibility, and practice management.  Covers issues with technology such as the Cloud, Public Wifi, etc.

Guest Speaker

LSO Practice Review Team

LSO Coach and Advisor Network (CAN)

LSO Practice Management Helpline (PMH)

What Will You Learn?

• Retainer Agreements.
• Invoicing Clients.
• Conflict Checking.
• Communicating with Clients.
• Instructions from the Client.
• Financial Books & Records.
• Advertising.
• Prepare for a Practice Audit.

Materials Included:

No Handout Materials