Video

  • 23 minutes

How to Manage Client Matters and Files

 

Client file management is an important consideration in every case.

Not all lawyers are organized so creating a file organization system can help with keeping track of important documents and dates. From checklists for managing case deadlines and communication records, to billing logs and research, a file management system will make each case run efficiently. This video reviews tips for maintain your calendar and communication documentation; as well as discusses fees and fee agreements.

Runtime: 22 minutes

Agenda

Faculty

Joseph A. Corsmeier, Esq.

Joseph A. Corsmeier, Esq.

The Law Office of Joseph A. Corsmeier, P.A.

• Founder and president/owner of The Law Office of Joseph A. Corsmeier, P.A.

• Practices primarily in the areas of attorney disciplinary defense before the Florida Bar, attorney admission matters before the Florida Board of Bar Examiners, professional license and disciplinary matters before the boards of the state of Florida

• Provides expert analysis and opinions on ethics issues, legal malpractice, conflicts of interest, fees, attorney dis-qualification, and other matters and has testified as an expert in both federal and Florida courts

• Frequent speaker and has written numerous publications on topics including ethics and professionalism, law office management, fees, trust accounting, social media, technology, conflicts of interest, and other topics

• Holds the highest lawyer rating with Martindale-Hubbell and AVVO Law Directories; designated as a Super Lawyer

• Admitted to practice in all Florida courts, the Supreme Court of the United States, the United States Court of Ap-peals for the Eleventh Circuit, and the Middle District of Florida

• Member of the American Bar Association, the Association of Professional Responsibility Lawyers, and the Clear-water and St. Petersburg Bar Associations; served as director of the Clearwater Bar Association, 2004-2009, and president, 2009-2010

• Adjunct professor of paralegal ethics at St. Petersburg College

• J.D. degree, Mercer University, Walter F. George School of Law; B.A. degree, Florida State University

• Can be contacted at 727-799-1688 or [email protected]

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