Risk Management for Small Firms: Keeping Your Eye on the Calendaring Prizeaderantuser
As described by Anthony E. Davis and Peter R. Jarvis, authors of the ABA Law Practice Management Section’s book Risk Management: Survival Tools for Law Firms, 2nd edition, the flavors of existing risks and the management thereof resemble a full menu in a restaurant, or a comprehensive list of medications available to a physician—firms will choose to manage risk germane to their own particular needs, and few will have sufficient appetite or desire to digest the entire “offering.” With that said, key areas that are part of a comprehensive risk management program, regardless of firm size, structure or complexity, typically encompass: New Client/Matter Intake (e.g., file opening and conflict checking); Client Relations (e.g., confidentiality policies, billing & collection procedures); Docket/Calendaring Systems (e.g., calendar automation, critical date and court rule reminders); Practice & HR Management (e.g., CLE requirements, liability insurance); Trust Accounts, and Disaster Recovery/Business Continuity Planning.
Aderant, headquartered in Atlanta, Georgia, is a global industry leader in providing comprehensive legal business management software for law firms and other professional services organizations. Aderant is a market leader in technology solutions for practice and financial management, ebilling, knowledge management, business intelligence, matter planning, calendaring and docketing. Aderant is an established and trusted partner with its versatile and innovative technology solutions, superior customer service and reliable implementation process. Aderant operates as a unit of Roper Technologies, a constituent of the S&P 500®, Fortune 1000® and the Russell 1000® indices.
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