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Have proper intake procedures in place, and be sure to follow them
FRIDAY, MARCH 4, 2016
Have proper intake procedures in place, and be sure to follow them
This tip brought to you with the permission of Attorney Protective.
While intentions are usually good, procedures can be forgotten when the pace picks up at the office. Routine audits can help assure that procedures are consistently followed. Another tool that can aid consistency is an intake checklist that everyone follows. Consider some examples on the
Florida State Bar Association website
Posted 2:35 PM
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Law Firm Business Insurance Exposure Checklist-Not E&O
Ethics opinion on fee-sharing is bad news for Avvo Legal Services
Law Firms need Docket & Calendar Procedures
Special Events—Is your law firm covered?
Lawyers – Careful what you post
Attorney Malpractice Insurance Policy – Who is covered and for what
Attorney Malpractice Insurance Policy—What’s in a Name?
Risks Associated with In Home Based Law Practices
Business Owners Coverage is for managing the business side of your law practice’s liability
What to look for in an Attorney Malpractice Policy Insuring Agreement
Don’t sue for fees
Cyber Data Breach Calculator
Travelers Cyber Security pressure test
What to look out with Attorney Malpractice Policy Exclusions
What to maintain in your policy when changing Attorney and Accountant Malpractice Policies
What to look for in a Malpractice Insurance carrier for Attorney or Accountant Malpractice Insurance
Why do you need an experienced agent for Attorney Malpractice Insurance?
What is a BOP?
Crime Insurance a must – Attorney Malpractice Policy did not cover legal assistant’s theft
Guide to buying an Attorney or Accountant Malpractice Insurance Policy
White Paper on Lack of Comparability of A.M. Best’s ‘A-‘ IFS Ratings to Those of Fitch
Alarming rise in ransomware
Disaster Recover-Prepare for the Worst-Hope for the Best
The Information that Cyber criminals want
Attorney Malpractice Claims Made Coverage, when is there claims coverage?
Law Firm Document Management with paper files
Why do Attorney Malpractice carriers want Non-engagement Letters & Disengagement Letters Used?
Why do Attorney Malpractice Carriers Require Engagement Letters
Social Media is the new hunting ground for cyber criminals
Attorney Escrow Accounts may or may not be covered by Attorney Malpractice Insurance
Don’t give informal legal advice to friends or family
Spoofed State Bar Association E-Mails contain Ransomware Attachments
Accenture Survey reveals that 69% of Businesses Data Theft is an Inside Job
Why is my Attorney Malpractice carrier concerned about a law firm’s past due accounts?
Why do Attorney Malpractice Insurance Carriers want a conflicts of interest system?
Why is my Attorney Malpractice Insurance Carrier requesting 2 docket control systems?
What is Surplus Line Insurance? Also referred to as the "Non-Admitted" or "E&S/ Excess & Surplus"
For Attorney Malpractice Insurance it is important to know when to report a claim or incident
With Attorney Malpractice Insurance what does CEOL stand for?
Wisconsin lawyers can name a successor on new registry
Solo Suspended Attorney wants to renew attorney malpractice policy
Cyber Insurance for Law Firms—Update--Panama Papers Law Firm cyber theft may be an inside job
Attorney Malpractice Insurance – Completing the application
The Business of Law
Claims Made vs Occurrence – Claims Triggers
Attorney Client Selection – 1st Step in preventing attorney malpractice claim. Know when to say “NO”
Good Communication Can Help Prevent Attorney Malpractice Claims
Which areas of practice are considered risky by attorney malpractice insurance carriers?
Why does an attorney malpractice policy have an “Insured vs Insured” exclusion?
Attorney sued by an abusive litigant for legal malpractice, should (s)he notify malpractice insurer?
Attorney asks “Why do you need the declarations page & endorsements to quote?”
Attorney Malpractice Insurance Carrier declines coverage for law firm that has out of state clients
Attorney Malpractice Insurance issues with Case Sharing and Referrals
Attorney Protective Tip of the Month--Be Careful On Line
Attorney Malpractice Deductible Options
Attorney askes, “Why do I need prior acts coverage for Attorney Malpractice Insurance?”
Attorney Malpractice Insurance lowering limits on ERP/Tail to reduce cost
Attorney decided to switch practice to all criminal work but malpractice premium stayed the same?
Reservation of Rights Claims Letters with attorney & accountant malpractice claims
Malpractice quote contains a zero dollar deductible but wanted 1st dollar defense too
Malpractice Insurance—Innocent Insured Clause
Law Firm Actions try to avoid buying Attorney Malpractice ERP (Tail)—Bad Ideas—Part II
Law Firm Actions try to avoid buying Attorney Malpractice ERP (Tail)—Bad Ideas
Attorney Malpractice renewal applications and Claims Reporting
Attorney shopping for renewal terms—might be late on renewing attorney malpractice
What are Insurance Carrier Loss Runs—Why does agent need to quote for malpractice insurance?
Why does my Malpractice carrier need a new application every year?
Travelers Cyber Liability CGL Court Decision
My state has a 2 year statute of limitations for legal work, why a prior acts date beyond that?
My legal colleague does the same thing I do, but paying half as much for Attorney’s Malpractice
What is the Average Cost of Lawyer’s Malpractice Insurance?
Data Breach Coverage/Cyber Insurance for Law Firms and the Panama Papers
Cyber Liability/Data Breach Insurance and HIPAA are issues that Law firms need to be aware of
Why do I need to report this Lawyers Malpractice claim, I do not need my Insurance Carrier to cover?
Law Firm adding a new attorney –Should we pick up attorneys prior Acts?
What is a Risk Purchasing Group Membership Fee?
AttPro Risk Tip of the Month--Avoid Fee Disputes
Law Firm asks, how long after a Lawyers Malpractice claim to get back in the admitted market?
Attorney Wants to Shorten Up their Attorney Malpractice Insurance Prior Acts Date
On my Lawyers Malpractice application it asks for Areas of practice—how do I answer?
Law Firm is closing and is shopping for a Lawyers Professional Liability Insurance Tail
Why do I need a backup attorney?
In a Lawyers Professional Liability Policy the definition of “insured” is not Created Equally
Other side awarded attorney’s fees - My Lawyers Professional Liability Policy denied the claim
My Agent States Reason Lawyers Professional Liability Insurance Premium went up is “Step Rating”
Lawyers Professional Liability Insurance -- Nonpayment of premium cancellation ramifications
Law Firm Requests Lower Lawyers Professional Liability Limits-Why it’s a Bad Idea
What impact will moving my Law Office to a different state have on my Lawyer Malpractice Insurance?
My Lawyers Professional Liability Insurance Carrier will not offer higher limits—what do I do?
My Lawyers Professional Liability Insurance will not cover my activities in another state
I am told my Lawyer’s Liability policy has a “Hammer Clause”—what is a “Hammer Clause”?
Lawyers Liability Insurance Policy has an “automatic” Extended Reporting Period—what is this?
What is the big deal about suing a client for unpaid legal fees?
My Lawyers Professional Liability Insurance policy lapsed. No big deal, right?
Retiring attorney still wants to practice a little and wants “free” retirement tail (ERP)
Attorney has a non-practicing Lawyers Professional Liability Tail wants to start practicing Law
What limits should I have on my Lawyers Professional Liability Insurance policy?
My 2 Attorney Partnership is Splitting up – What impacts on Legal Malpractice Insurance?
Poor client relations issues can fuel malpractice claims
Need to add a "rider" to my Lawyers Professional Liability Policy for one large temporary project?
Is this Lawyers Professional Liability Policy Extended Reporting Period Endorsement Full Prior Acts?
Insurance Carrier no longer writers Lawyers Professional Liability Coverage, what about myTail?
With AIG dropping Lawyer s Professional Liability Insurance what about the “Free” Retirement Tail?
My Lawyers Professional Liability policy was Step Rated?
What is the difference between Admitted versus Non-Admitted (Surplus Lines) Insurance Carriers?
Attorney Leaves Firm When does Their Lawyers Professional Liability Insurance Coverage End?
Disciplinary Coverage for Lawyers Professional Liability Insurance, not all are Created Equally
Are Attorney’s Fees covered under a Lawyers Professional Liability Insurance Policy?
Can a suspended attorney obtain or maintain Lawyers Professional Liability Insurance?
Time Spent on Lawyers Professional Liability application is Time Well Spent
Define a nonengagement and disengagement letter for an attorney
AIG (National Union Fire Ins Co Pittsburgh PA) withdraws from Lawyers Liability Insurance
Moonlighting attorney needs lawyers professional liability coverage question
Lawyers Professional Liability Insurance – Directors & Officers Exclusion
Lawyers Professonal Liability Insurance Coverage Continuation Issues
9th Phishing e-mail example - CONTACT MR CAMPOS NOW
8th Phishing e-mail example – RE: FINAL PAYMENT NOTIFICATION
7th Phishing example e-mail – Why your fund Transfer was Stopped
6th Phishing example e-mail wants you to commit fraud
Phishing – How Cyber Crooks get into your system
1st Phishing e-mail example is from the FBI
2nd Phishing e-mail example is from the US Treasury Department
3rd Phishing e-mail example is from the United Nations
4th Phishing e-mail example is from “Dearest in Christ:”
5th Phishing example e-mail just wants to send you money
Why Law Firms & Accounting Firms need Data Breach/Cyber Liability Insurance -- What can you do?
Why Law Firms & Accounting Firms need Data Breach/Cyber Liability Insurance -- How does it happen?
Why Law Firms & Accounting Firms need Data Breach/Cyber Liability Insurance -- The Problem
Timely Notification of Insurance Carrier for Changes in Firm is Essential
Why Law & Accounting Firms need Crime Insurance
Have proper intake procedures in place, and be sure to follow them
Claims Made vs Occurrence Insurance Policies
What is Full Prior Acts Coverage?
Does your LinkedIn Attorney Profile Pass the Bar?
Exploring Your Options for Lawyers' Malpractice Insurance?
Dropped Like a Hot Potato - 5 Steps To Protect Your Assets & Reputation
Malpractice Claims Lead to Higher Premiums
Prior Acts Coverage Is an Essential Component of a Claims-Made Policy
Prior Acts Coverage Is an Essential Component of a Claims-Made Policy
Fee Disputes Are A Malpractice Claim Waiting To Happen
Defense Attorneys Get Sued for Malpractice Too
An Underinsured Client Is A Malpractice Risk
Malpractice Court: Underinsured Private School Sues Attorneys for Legal Malpractice
Debunked! 5 Myths about Lawyers Professional Liability Insurance in NC
lawyers professional liability insurance
attorney malpractice insurance
extended reporting period
claims made coverage
attorney protective cle
non-practicing extended reporting period endorsement
professional liability insurance
extended reporting period endorsement
employment practices liability
cyber liability insurance
lawyer professional liability insurance
accountant errors & omissions
full prior acts
crime insurance; employee theft
business owners insurance
claims made issues
prior acts date
attpro tip of the month
lawyers professional liability
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