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1. Find a case where a client did not follow the required retention records. This could include not being able to return the file to

1. Find a case where a client did not follow the required retention records. This could include not being able to return the file to the client because they destroyed it not following their retention guidelines and brief the case. Include case number .

2. Find one case where a client did not manage the docket correctly. Most likely it comes down to calendaring so they missed a deadline, filing, response, etc. then Brief the case. Include case number .

3. Provide a case where there was an issue with client billing/fees or an issue where an attorney had commingled funds in trust and operating account then Brief the case. Include case number .

4. Find either a brochure, newsletter, web site, blog, annual report, or social media page from an attorney. Answer the following questions:

  • What law do they practice?
  • What type of information were you able to glean from your advertising source?
  • .What was particularly appealing?
  • What was could be improved?
  • Do you think this is effective? Why or why not?

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