This list is designed to help practitioners keep track of file handovers, including some key steps in the handover process.
File Handover List.docx
More on Practice Management
LIJ Articles
Clarify details when sending client money overseas
Resources and information
03 Dec 24
Always first confirm the currency in which money is to be sent before transferring funds overseas
Checklists
Client file audit tool
Engagement/retainer management, Supervision, Resources and information
14 Nov 24
Regular file audits are a crucial aspect of effective practice management, ensuring compliance with key procedures. By conducting audits, the firm can proactively identify and mitigate risks, improve processes, and maintain consistently high-quality work across all client matters. These audits not only highlight unmanaged risks but also reveal opportunities to enhance practices and procedures.
Client Resources
Cyber security — how to protect yourself — Client Brochure
Client resources, Cyber security
08 Nov 24
This brochure is provided by LPLC as a template for lawyers to use for client information purposes. The brochure outlines what the law firm will do when acting for a client and makes recommendations to the client about what they should do to maintain cyber security. Firms can tailor the wording to suit their needs and insert their own branding or to use the sample brochure as it is.
Latest News & Alerts
Alert
Foreign Resident Capital Gains Withholding Rule Changes
Tax
12 Dec 24
Legal practitioners acting in property transactions take note that the foreign resident capital gains withholding (FRCGW) rules are changing on 1 January 2025.
News
New CEO to lead LPLC in 2025
03 Dec 24
The Legal Practitioners’ Liability Committee (LPLC) is pleased to announce the appointment of Mary Maini as LPLC’s new Chief Executive Officer from 6 January 2025.
News
LPLC Annual Report 2023-2024
31 Oct 24
The LPLC Annual Report for 2023–2024 was tabled in the Victorian Parliament on 31 October 2024.