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Compliance & Risk Management

Reviewing the Law

Law Firm Compliance Policies & Procedures

We establish clear and comprehensive compliance policies and procedures to safeguard your firm against potential legal and ethical issues. Our expertise ensures that your practice operates within the highest standards of integrity and adherence to regulatory requirements.

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  • Write and maintain compliance manuals

  • Monitor changes in regulations and update policies

  • Conduct internal audits for legal and HR compliance

  • Train staff on compliance procedures

Attorney Malpractice Insurance Coordination

We coordinate the procurement and management of attorney malpractice insurance, ensuring that your practice is adequately protected against potential liabilities. Our comprehensive approach minimizes risks and provides peace of mind.

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  • Review and compare insurance policies

  • Manage annual renewals and documentation

  • Assist with claims and provider communication

  • Ensure proper coverage for firm operations

Judge
Woman working at desk

Trust Accounting Guidance

We provide expert guidance on trust accounting, maintaining the highest standards of financial integrity and compliance. Our services ensure that all trust funds are managed responsibly and ethically.

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  • Set up and manage IOLTA accounts

  • Record and reconcile client funds accurately

  • Generate trust account reports

  • Train staff on trust accounting best practices

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