Lawyers´ Insurance Association of Nova Scotia
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Risk and Practice Management

  • Risk Management
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    • Precedents/checklists
    • Solo & Small Firm Conference 2009
    • Solo & Small Firm Conference 2010
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    • Sample interview questions
    • Succession Planning
  • Directors and Officers
  • Fraud
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  • Practice Management
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Notes to File

There is no one way to document your file, but feel free to use one of these forms or to create your own.  The key is to do it!

File Notes - version one

File Notes - version two

Meeting Notes

Telephone/Personal Exchange

Stamp templates to document your file (can be copied and pasted)


 

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