Law Practice Management Course

#

Date

Instructor

Topics

1

8/26/09

Adkins
Marraffino

Introduction to Law Practice Management

• The Law Firm as a Business
• General Practice or Specialization
• Solo or Partnership (P.A., Subchapter-S, Corporation)
• Setting Fees

2

9/2/09

Adkins
Marraffino

Law Practice Management

• Financial Management (Bank Accounts, Time Keeping, Accounting)
• Business Planning
• Office Location
• Facilities Management
• Insurance, Initial Forms & Documents

3

9/9/09

Marraffino

Litigation Practice Management - Part 1

• Clients – intake, client expectations, educating your client
• What to do first – demand or litigate
• Drafting, preparing, filing and serving a complaint; dealing with the clerk's office and judicial assistants
• Motion Practice, professional courtesy and the Florida Rules of Civil Procedure

4

9/16/09

Marraffino

Litigation Practice Management - Part 2

• Clients – intake, client expectations, educating your client
• What to do first – demand or litigate
• Drafting, preparing, filing and serving a complaint; dealing with the clerk's office and judicial assistants
• Motion Practice, professional courtesy and the Florida Rules of Civil Procedure

5

9/23/09

Adkins

Technology: Software- Part 1

• Back Office SW (T&B, Acct, Calendar, Email)
• "Document Centric" Computing
• "Core" Software Applications

6

9/30/09

Adkins

Technology: Software - Part 3

• Front Office SW
• Management SW Systems
• Substantive SW Systems

7

10/7/09

Adkins

Technology: Hardware

• Desktop Computers
• Notebook Computers
• Peripherals, Gadgets
• Communications & Networks
• Backups - Caring for Your Data

8

10/14/09

Marraffino

Representing the Business Client and Real Estate Transactions

• Client Intake
• Preparation of Corporate Documents; Subchapter "S", LLC, PA, Partnerships and Shareholder Agreements
• Basic Real Estate Transactions – Contracts, issues in representing buyers and sellers in residential real estate and sales of small businesses
• Bankruptcy - Practicing Consumer Bankruptcy, Commercial Software
• Understanding Basic Bankruptcy Concepts – Automatic Stay, Discharge, etc.

9

10/21/09

Marraffino

Familly Law - Is it For Me?

• Lawyer as Counselor
• Issues Unique to Family Law litigation
• Family Law Rules of Procedure
• Elder Law Issues - Guardianship, Estate Planning & Probate (Forms and Software)

10

10/28/09

Adkins

Record Keeping

• Procedures for Documents, Time, Files
• Manual File Management Systems
• Electronic File Management Systems
• Records Management and Records Retention

11

11/4/09

LOMAS

Law Practice Management and The Florida Bar

12

11/11/09

Marraffino

Law Office Staff and Personnel

13

11/18/09

Adkins
Marraffino

Client Development & Marketing Your Practice

• Professional Development
• Collaboration with other Attorneys
• Cost-effective Marketing Methods

14

12/2/09

Adkins
Marraffino

Personal Development - Managing You

• Ethics & Professionalism Responsibilities
• Common Pitfalls
• Balance & Quality of Life Issues
• Pro Bono & Community Involvement
• Law Practice Management Resources
• End of Class