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Insurance Glossary

Every Lawyer is Terrible at File Documentation, Except You – Right?

$70 | Free for Policyholders

PURCHASE ON DEMAND CLE
ALPS2026CLEFiles

Course Description:

"What Every Lawyer is Terrible At, Except You. Right? Understanding the File Documentation Problem" highlights and explores solutions to a common practice misstep that is in play with a significant percentage of malpractice claims, namely, poor documentation of the file.

Program Table of Contents: 

  1. It Starts with Documenting Scope

  2. Communication - It's all in the Details

  3. The Necessity of File Documentation

A Sampling of Attendee Takeaways:

  • An awareness of the importance of documenting the scope of representation.

  • How thinking about what must be communicated to clients in accordance with MRPC 1.4 can dictate what should be documented.

  • Identification of key times when documentation is absolutely necessary but often overlooked.

Program Materials:

A fifteen to twenty-page set of written materials will be made available for download to all attendees.

 

Course Details

 

Purchase the on-demand CLE.

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