FAQs — Knowledge Tree

Rules of
Professional
Conduct
Bookkeeping Guide For Lawyers
Bookkeeping Guide for Paralegals
Client/Case Screening [LawPRO]
Client Communications
and Quality of
Service (pdf)
Client Identification and Verification Resources for Lawyers (pdf)
Client Identification and Verification Resources for Paralegals (pdf)
Client Memorandum: Billing Information - Sample (pdf)
Clients With Mental Health Issues (pdf)
Commissioners for Taking Affidavits, Notaries Public and Swearing of Documents Outside of Ontario for Use Inside of Ontario (pdf)
Conflicting Duties (pdf)
Conflicts Issues - Acting For Spouses in Real Estate (pdf)
Conflicts of Interest (pdf)
Conflicts of Interest – Selecting a Conflict Checking System (pdf)
Conflicts of Interest – Using a Conflict Checking System (pdf)
Consent (pdf)
Data Encryption - Slip Sliding Away [David Whelan] (pdf)
Dealing With the Difficult Client [Carole Curtis] (pdf)
Establishing the Retainer (pdf)
Ethical Considerations and Technology (pdf)
File Transfer on Termination of Retainer (pdf)
Flat Fee Disbursement Billings (pdf)
Guide to Closing Your Practice
Guide to Opening Your Practice
Guide to Retention and Destruction of Closed Client Files (PDF)
How to Avoid the Complaint-Dealing with Unrepresented and Self-represented Parties in Family Law (pdf)
Independent Legal Advice and Independent Legal Representation (pdf)
Independent Legal Advice – Checklist [LawPRO]
Joint Retainer – Acknowledgement and Consent (pdf)
Joint Retainer – Acknowledgement and Consent for Use in Real Estate Transactions (pdf)
Keeping Clients Satisfied – Tips [Milton Zwicker] (pdf)
Lawyers on Boards [LawPRO] (pdf)
Leaving a Firm (pdf)
Leaving a Firm - Checklist for Departing Lawyer or Paralegal (pdf)
Leaving a Firm - Checklist for Firm [LawPRO] (pdf)
Legal Software and Other Online Resources for Your Practice (pdf)
Litigation Cost Estimate Template (pdf)
Managing Client Relationships – an Overview (pdf)
Managing Risk Through Structure [LawPRO] (pdf)
Mostly Common Sense - Staying Out of Trouble With the Law Society (pdf)
Non-Engagement Letter – Checklist (pdf)
Non-Engagement Letter – Sample (pdf)
Office Sharing (pdf)
Real Estate, Joint Retainers, Conflicts of Interest,
Prohibition Against Acting for Borrower and Lender (pdf)
Retainer
Agreements – Precedents [LawPRO]
Search and Seizure Checklist Redux 2008 (pdf)
Solicitors Liens (pdf)
Speaking to the Media [LawPRO]
Time Docketing and Block Fees (pdf)
Top Ten Technology Tools (and Tips on How to Use Them) [LawPRO] (pdf)
Withdrawal of Services (pdf)

The FAQs — Knowledge Tree is a custom-designed tool for members of the Law Society of Upper Canada. A comprehensive Q&A of the most popular practice management subjects you have asked about is posted here in an easy to use format.

Advocacy
Books and Records
Cash and Money Laundering Requirements
- Cash Limits and Exceptions, Definitions
- Cash Receipts and Refunds, Books and Records
- Preventing Dishonesty or Fraud, Withdrawal of Services
Civility and Communications
- Civility Among Lawyers, Paralegals and Others
- Communicating With Represented Persons or Others
Clients
- Client Communication and Satisfaction
- Clients Without Mental Capacity
- Establishing the Client Relationship, Phantom Clients and Unrepresented Parties
- Difficult Clients
- Retainer Agreements
- Withdrawal of Services
- Client Identification and Verification
- Cost Estimates
Closing a Practice, Parental or Other Leave, Succession Planning
Commissioners for Taking Affidavits, Notaries Public
Conduct, Discipline
- Discipline, Conduct, Reporting
- Suspended Lawyers and Paralegals
Confidentiality and Privilege
- Disclosure at Lawyer's or Paralegal's Initiative
- Third Party Request for Disclosure
- Disclosure by Order or Legal Requirement
- Public Appearances and Statements, Dealing With the Media
Conflicts of Interest
- Acting Against Clients
- Acting for Two or More Clients, Joint Retainers
- Conflicting Duties, Outside Interests
- Conflicts Checking Systems
- Conflicts of Interest, Withdrawal of Services
- Joint Retainers in Mortgage and Real Estate Transactions
Consent, Independent Legal Advice
Electronic Registration
Fees, Billings and Collections
- Retainer Agreements
- Fees and Disbursements
- Goods and Services Tax, Harmonized Sales Tax
- Collection of Accounts
- Solicitor's Lien
- Referral Fees, Fee Splitting and Division of Fees
- Cost Estimates
Leaving a Law or Legal Services Firm
Powers of Attorney in Real Estate Transactions
Practice Arrangements
- Limited Liability Partnerships
- Multi Discipline Practice
- Professional Corporations
- Affiliations, Referral Arrangements with Non-Licensees
- Sharing Office Space, Home Office, Office Layout
- Sole Practitioner, Small Firm
Practice Management
- Retainer Agreements
- Making Legal Services Available, Marketing
- Hiring Staff, Supervision, Delegation of Duties
- File Retention, Destruction
- File Transfer
- Cost Estimates
- Using Technology to Offer or Market Legal Services
Private Mortgages
Technology
- Using Technology in Your Practice
- Security and Confidentiality of Electronic Data and Communications
- Using Technology to Offer or Market Legal Services
Trust Accounts
Undertakings