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Closing the Case . . . & the File: Ethical Steps & Best Practices for You, Your Firm, and Your Client
Closing the case ethically and following best practices involves several steps and considerations for you, your firm, and your client. This presentation will discuss key purposes and goals and their ethical considerations, including:
• Settling accounts and retained funds.
• Continuing duties to avoid conflicts of interest.
• Protecting and returning client information.
• Advising clients of consequences resulting from outcomes.
• Proper storage or shredding of files and trust account records.
By following these ethical steps and best practices, you can ensure a proper and professional closure to the case while protecting your clients' interests.
Claude Ducloux, Director of Education, Lawpay
Attorney at Law, Board Certified in Civil Trial and Appellate Law, Texas Board of Legal Specialization; LawPay’s Director of Education, Ethics, and State Compliance.
Claude E. Ducloux is an attorney licensed in Texas, Colorado, and California who speaks nationally 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 500 programs since January 1, 2016. Claude has served as course director and creator of numerous CLE 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. He is a board-certified civil trial and appellate attorney in Texas.
