ISBA Mutual Insurance Company is hosting a crucial webinar on October 22, 2024, from 12:00 p.m. to 1:00 p.m. via Zoom, focused on the critical aspects of client management that can prevent malpractice claims. The session will delve into effective strategies for client screening, engagement, disengagement, and non-engagement, providing lawyers with the tools they need to protect themselves and their firms.

Malpractice claims often stem from cases where lawyers realize, too late, that they should have never agreed to represent a particular client. This webinar will teach you how to avoid these pitfalls through better client screening and management practices.

You’ll learn how to identify the types of clients you want to serve, assess potential clients during intake, and use engagement or non-engagement letters to document your decisions. Additionally, the importance of issuing proper disengagement letters will be discussed to ensure that all matters are thoroughly concluded, preventing future legal issues.

Presented by Mat Kresz, Attorney & Counselor at Law and former Chief Information Officer, “Ethical Considerations in Choosing IT Services” will explore the ethical duties lawyers face when selecting IT service providers. The presentation will emphasize the importance of protecting both the firm and its clients through a detailed vendor selection process. It will include specific strategies to ensure lawyers comprehend technical requirements and supervision responsibilities.

Presented by Jeremy Boeder, "Backup Lawyers for Solos and Small Firms" focuses on how to find a temporary attorney and implement a process for managing clients and claims.

The 2024 ISBA Mutual Jerry Mirza Risk Management Conference, set for July 30th in Chicago. This premier event offers Illinois lawyers and their staff a unique opportunity to earn MCLE credits, gain insights on minimizing legal risks, and connect with peers during a complimentary networking lunch. While this year's conference is at full capacity, those interested can check our website for updates and future events.

The 2024 ISBA Mutual Jerry Mirza Risk Management Conference, set for July 25th in Rockford, Illinois. This premier event offers Illinois lawyers and their staff a unique opportunity to earn MCLE credits, gain insights on minimizing legal risks, and connect with peers during a complimentary networking lunch. While this year's conference is at full capacity, those interested can check our website for updates and future events.

The 2024 ISBA Mutual Jerry Mirza Risk Management Conference, set for July 23rd in Chicago. This premier event offers Illinois lawyers and their staff a unique opportunity to earn MCLE credits, gain insights on minimizing legal risks, and connect with peers during a complimentary networking lunch. While this year's conference is at full capacity, those interested can check our website for updates and future events.

Inside every law firm is a financial framework that can be hacked and leveraged to scale. The problem is that law school will never teach it, CPAs only know part of it, and you're the only one who can steer the ship even if you have a CFO (chief financial officer). Chelsea Williams will expose your framework and show you exactly how to build the critical components of your law firm’s financial systems so you can work towards perfecting the cycle.

The 2024 ISBA Mutual Jerry Mirza Risk Management Conference, set for June 27th in Naperville. This premier event offers Illinois lawyers and their staff a unique opportunity to earn MCLE credits, gain insights on minimizing legal risks, and connect with peers during a complimentary networking lunch. While this year's conference is at full capacity, those interested can check our website for updates and future events.

Inside every law firm is a financial framework that can be hacked and leveraged to scale. The problem is that law school will never teach it, CPAs only know part of it, and you're the only one who can steer the ship even if you have a CFO (chief financial officer). Chelsea Williams will expose your framework and show you exactly how to build the critical components of your law firm’s financial systems so you can work towards perfecting the cycle.

Learn the ethical duties and basic requirements in properly handling trust funds and property under amended Rule of Professional Conduct 1.15, and new Rules 1.15A, 1.15B, understand how to manage IOLTA accounts effectively while safeguarding client, and discover best practices for maintaining client trust. Samples accounting forms and a trust account self-audit are included.

The 2024 ISBA Mutual Jerry Mirza Risk Management Conference, set for June 13th in Chicago. This premier event offers Illinois lawyers and their staff a unique opportunity to earn MCLE credits, gain insights on minimizing legal risks, and connect with peers during a complimentary networking lunch. While this year's conference is at full capacity, those interested can check our website for updates and future events.

The 2024 ISBA Mutual Jerry Mirza Risk Management Conference, set for June 12 in Chicago. This premier event offers Illinois lawyers and their staff a unique opportunity to earn MCLE credits, gain insights on minimizing legal risks, and connect with peers during a complimentary networking lunch. While this year's conference is at full capacity, those interested can check our website for updates and future events.