Calendaring, Docketing, and File Tickling Systems - Professional ...

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Malpractice Claims due toAdministrative ErrorABA 2003 Profile of Legal Malpractice Claims1. Procrastination in Performance/Follow-up2. Failure to Calendar Properly3. Clerical Error4. Failure to React to Calendar5. Failure to <strong>File</strong> Document – No Deadline6. Lost <strong>File</strong>, Document Evidence
ABA 2003 Profile of Legal Malpractice Claims50.00%45.00%40.00%35.00%30.00%25.00%20.00%15.00%10.00%5.00%0.00%2003 claimsAdministrativeErrors 28.35%SubstantiveErrors 47.28%ClientRelations14.57%IntentionalWrongs 9.79%
Page 1 and 2: Calendaring, Docketing, andFile Tic
Page 3 and 4: CALENDARING AND FILE TICKLING SYSTE
Page 5 and 6: this meeting to review the day’s
Page 7 and 8: Computer CalendarMany small firms a
Page 9 and 10: NAME APPOINTMENTDATE AT OFFICETIME
Page 11 and 12: Your program may also allow you to
Page 13 and 14: FOLLOW-UPOne of the most important
Page 15 and 16: DOCKET SHEETToday's Date ENTER CA
Page 17 and 18: Calendaring,Docketing, and FileTick
Page 19: Most malpractice claims involvemiss
Page 23 and 24: Calendar Control• Do you have a r
Page 25 and 26: Calendar important dates• Adminis
Page 27 and 28: Docket Control• Do you have a for
Page 29 and 30: Docket items• All deadlines as th
Page 31 and 32: File Tickling Control• Do you hav
Page 33 and 34: Tickling• Don’t let files stack
Page 35 and 36: Resources forcalendaring, docketing
Page 37: Questions?Thanks for listening!Shei

Calendaring, Docketing, and File Tickling Systems - Professional ...

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