How thorough is your file documentation?

Many malpractice claims are filed because of improper file documentation. Too often, when a ruling is unfavorable to a client, they will deny they ever understood the risks of the plan. If a client denies conversations occurred and there is no documentation, the lawyer is faced with a “he said, she said” scenario.

To prevent a claim being filed against you, always document your file regarding key strategic decisions.

Proper file documentation shows you advised your client of potential risks and allowed the client to make an informed decision on how to proceed.

File documentation at the start of a client relationship

Each new client or project, big or small, should start with an engagement letter that is signed by all associated parties. Though each engagement letter will be different, always include these […]

June 27th, 2019|

Placing Professional Liability Coverage with a Dependable Carrier

Do you know who your insurance carrier is? As an attorney, not much seems worse than facing a claim against you or your firm. Having a financially sound and dependable carrier, however, can make all the difference during such a stressful time.

Knowing that insurance professionals are managing the defense of the claim and that your carrier will be there to fund any settlement or judgment against you is essential for your peace of mind. Make certain that you can count on your carrier when you need to do so. Consider these three elements before selecting a dependable insurance carrier:


First, the financial strength rating of the carrier is very important. One rating to examine is a carrier’s A.M. Best Company rating. A.M. Best Company is a global credit rating […]

June 26th, 2019|