Practice Management

Resources and information to support firms and practitioners to manage their legal practice. Including LPLC's file note template, a risk management audit checklist and useful links to legal peak bodies in Victoria and The Uniform Law.

Engagement management is about choosing the right client and the right matter at the right time, and then properly scoping and documenting the retainer. We see claims where firms fail to do these things or they fail to manage the client’s expectations to the retainer or recognise when the retainer has changed.

Legal practices involves ethical decision making and complying with professional responsibilities to the courts, clients and the rule of law. Failing to get these things right can not only lead to misconduct complaints but can also result in professional indemnity claims.

Practitioners must take reasonable steps to verify the identity (VOI) of their clients both to avoid claims and comply with common law obligations and Victoria's electronic conveyancing Participation Rules. To help practitioners understand the importance of VOI and manage their roles and obligations LPLC has developed a range of resources and information.

Poor or no supervision often coupled with ineffective delegation are the underlying causes of many claims. The benefits of effective supervision include better trained staff able to do more complex work, less errors and improved professional reputation and happier healthy staff and great office culture.

LPLC has produced a range of resources to help practitioners communicate with and provide information to their clients.These resources include templates and file notes, client guides, brochures and handouts.