This checklist is designed to help principals or their delegates manage a file transition within the firm when a practitioner leaves. It is limited to client work only and not other employment issues like return of equipment
Covers a list of items to complete when transitioning a client file when a practitioner leaves the firm
Always first confirm the currency in which money is to be sent before transferring funds overseas
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.
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.
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.
The LPLC Annual Report for 2023–2024 was tabled in the Victorian Parliament on 31 October 2024.
The Victorian Government has introduced the State Tax Amendment Bill 2024 which, amongst other taxation changes, will (if passed) broaden the holiday home exemption to allow shareholders of companies, as well as certain beneficiaries of trusts and relatives of those shareholders and beneficiaries, to satisfy the exemption for a property owned by a company or trust.
