Tuning Up Your Office Systems, Client Relationships, And Operating Documents (Presented by Above the Law)

Claude E. Ducloux | AffiniPay

Claude E. Ducloux is an Attorney licensed in Texas, Colorado and California who speaks regularly on Legal Ethics, Law Office Management, and Trial-Related topics. In 2011, he won the highest statewide award from the State Bar of Texas for lifetime contribution to CLE, and has been invited to speak in more than 600 programs since January 2016, and serving as course director of numerous institutes and advanced courses. Mr. Ducloux has a long legacy of bar service, including being President of the Austin Bar Association, and serving as Chair of almost every major Bar-related entity, as well as the Texas Bar Foundation.

Claude Ducloux Title – Attorney at Law, Board Certified in Civil Trial and Appellate Law, Texas Board of Legal Specialization; National Director of Education, Ethics & State Compliance – AffiniPay

I. Conflicts of Interest: Techniques and Tips for Avoiding Conflicts | 1:00pm – 1:15pm

• The situations that prohibit representation
• The “encounter points” where conflicts arise
• Today’s rules and best practices

II. Contracts: Update and Modernize Your Office | 1:15pm – 1:30pm

• Things to add to your contracts
• Privacy policies
• File destruction clauses
• File inspection duties
• Cyber review

III. Documenting Your Representation | 1:30pm – 1:45pm

• Billing and collecting
• Maintaining ongoing client relationships
• Responding to online critics

IV. Running and Fortifying the Cyber Office | 1:45pm – 2:00pm

• Password management
• Securing your network
• User training
• Maintaining active communications