Harnessing the Power of AI in the Practice – Improving Service Quality While Managing Risk
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Artificial Intelligence (AI) has the capability to collect and rapidly evaluate large volumes of data. In the legal profession, this translates to automated organisation and evaluation of large volumes of client information in the conduct of at matter – for efficiency, improved capture of relevant facts and even predicting the outcome of a matter. A key challenge for the firm is managing this emerging technology to capture the best parts, while mitigating threats.
The Client Service Mindset – What Great Service Looks Like to The Client and to Your Practice
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Every firm seeks to ensure it has a highly satisfied client in every matter. There are a multitude of challenges and issues outside the firm’s control, which impact client satisfaction. The firm should maintain a service-orientated mindset which places client needs first and provides practitioners who are skilled in delivering legal requirements, while effectively managing client expectations. This includes managing the bad news and open engagement when things go wrong. This seminar will challenge practitioners to consider values, commitments and behaviours required to deliver excellent client service.
Setting the Legal Strategy – Understanding the Client’s Goals and Determining How to Best Achieve Them
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The strategy for the conduct of a legal matter is the process by which the client’s goals and priorities are established. The practitioner determines the specific steps and timeline to best achieve these goals. This is an important early step in the conduct of the matter, which must be revisited periodically. This seminar will focus on the key questions to ask in developing the legal strategy, how to interact with clients to understand their goals – and risks in failure to do so.
Navigating Cyber Threats – Safeguarding the Firm and its Clients
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Law firms are a significant target for cyber criminals because they transact large amounts of money and possess confidential – and potentially very valuable – information. Managing cyber risk is not just an IT issue, it’s the responsibility of everyone in the firm. This seminar will review the key elements of cyber risk management: how your technology is secured, which practices you should adopt and how you should ensure that your people consider cyber risk in their day-to-day activities.
Supervision Essentials and Delegation
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Delegation is essential in the law office, to ensure the distribution of work amongst staff so that the complexity of the task matches the skill of the lawyer. Not only does this maximize efficiency and profitability, but it enables junior lawyers to learn and improve their skills while being supervised properly. Other topics covered include:
- Remote and hybrid work
- Communication over multiple channels/devices
- Practice management software
- GenAI supervision
- Psychological safety
- Setting up methods to supervise
- How to be a better delegator/supervisor
- How to be a better delegate, given these issues
SOLD OUT – For Practice Leaders and Supervisors: AI in Legal Practice – Friend or Foe?
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Every day we are confronted with new uses for artificial intelligence, whether it is publicly available chatbots or bespoke legal AI products. By now, we have learnt about the unreliability of the early AI products for use in legal practice. Has that changed? To what extent should lawyers be relying on AI and what risk does this new technology present? Join Justine Siavelis, Gilchrist Connell and an industry expert to discuss developments in the area of AI and risk management in this new world. This seminar is for supervisors and practice leaders for an introductory discussion of pitfalls and opportunities.
Target Audience: Practice Leaders
COST
Law Mutual Insured | Free |
|---|---|
Law Society Member | 125 |
Non-Member | 200 |
Missing Deadlines – Ongoing and Preventable Claims
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An ongoing major cause of claims is missed deadlines. Managing deadlines is a core legal discipline, and totally within the control of the firm. This seminar will explore the types of deadlines the firm must manage, why deadlines are commonly missed and the fundamental practices the firm should adopt to manage the risk of a missed deadline.
Ten Self-Supervision Strategies that Every Sole Practitioner Should Know and Practice
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Whether you work alone or have staff, a challenge for sole practitioners is how to check your own work. This session will consider the concept of ‘self-supervision’ and provide (ten) practical strategies for assuring the quality of your own work that will reduce your exposure to potentially costly mistakes and client dissatisfaction.
Marketing for Growth – The Marketing You Want, the Services You Provide
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A key element of practice management is how effectively the firm, and its practitioners, target and market legal services and capability to prospective clients. A key firm focus is to pursue new clients to achieve financial goals. Practitioners are heavily incentivised to market, but there are inherent risks in pursuing the wrong opportunities. This webinar will explore concepts of risk appetite – where the firm wants to take more risk in pursuing new business opportunities, and where it should be cautious. This involves consideration of marketing risks, and how to structure the firm to target clients effectively and sell legal services.
Target Audience: Practice Leaders
Introducing Practice Management Guidelines – Building and Maintaining the Foundations for Firm Success
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Law Mutuals’ Practice Management Guidelines have been designed to provide the organisational framework for firm success and, through this, to support practitioners to manage risk in the conduct of all legal matters. This seminar focuses on the critical aspects of practice management and the controls needed to ensure effective leadership, organisation, management of people, information and communication, processes and practices – as well as assurance that firm requirements are being met in the management of the practice and the conduct of a matter.
Target Audience: Practice Leaders
Delivering Legal Services – The Fundamentals for Managing a Matter
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The provision of legal services is inherently risky. In risk management terms, that means several uncertainties can impact on a lawyer’s objective to deliver high quality legal services that meet, or exceed, the expectations of the client. Introducing Law Mutual’s new Delivery Phase Assistance document, this seminar will look at the data surrounding the key risks in the delivery of legal services and suggest ways to manage those risks.
Target Audience: Junior Practitioners
Risk Management is Time Management
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The importance of time management in the legal profession and techniques on how to prioritise – such as using the 80/20 rule and the Steve Covey time quadrant. Key themes include:
- How to minimise distraction and be fully engaged
- How to reduce procrastination, improve focus and brief importance of effective delegation
- Managing client expectations and clearly communicating turn-around times and deliverables
- Learning to say ‘NO’ and learning to ask for help
Introducing Matter Management Guidelines – Good Practice in Delivering Legal Service
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Over the past six years, Law Mutual’s Matter Management Guidelines have been presented to the profession in many seminars, challenged, analysed, reviewed and refined. They represent good practice guidance on the fundamentals for managing risk in the conduct of any matter. This seminar provides an overview of these fundamentals and challenges participants to consider whether their firm meets these requirements.
Target Audience: Junior Practitioners
SOLD OUT – Knowing When to Let Go
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A conversation about when to let go of a file, matter or client – viewed through the prism of our legal and ethical obligations as legal practitioners. It can be hard to let go, even when we should. It is easier in hindsight, or when it is happening to someone else. This session will explore a variety of topics that surround ‘letting go’ – including early identification and dealing with conflict, expertise or time limitations – and will suggest some strategies for dealing with handover.
COST
Law Mutual Insured | Free |
|---|---|
Law Society Member | 125 |
Non-Member | 200 |
SOLD OUT – I Just Can’t Believe What Isn’t Happening to Me
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All clients have an objective, or an outcome expectation, that leads them to engage a legal practitioner. The failure of the legal practitioner to understand and manage the client’s expectations creates claims. This seminar seeks to identify the processes the legal practitioner ought to employ in the course of the retainer to reduce the risk of a claim arising when the client’s expectations are, or become, elusive – most often in defeat, but also following success.
COST
Law Mutual Insured | Free |
|---|---|
Law Society Member | 125 |
Non-Member | 200 |
SOLD OUT – Client Engagement – Planning for Success
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This seminar looks at some practical examples of where an inadequate plan or documentation at the beginning of a matter – or failure to change the plan as circumstances change – has been the root cause of claims. It will be presented with reference to the Law Society’s template client engagement agreement, which covers scoping the work, confirming assumptions and recording key details at the outset. With the use of this tool, you can literally be on the same page as your client.
COST
Law Mutual Insured | Free |
|---|---|
Law Society Member | 125 |
Non-Member | 200 |
SOLD OUT – Professional Liability Risk Management 101 – Pitfalls and Opportunities in Delivering Legal Services
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The professional liability pitfalls in delivering legal services can be categorised under a number of headings, including capability, communication, process and checking. This seminar will explore the nature of professional liability risk, the history of PI claims against Law Mutual Insureds and the fundamentals of professional liability risk management.
Target Audience: Junior Practitioners
COST
Law Mutual Insured | Free |
|---|---|
Law Society Member | 125 |
Non-Member | 200 |
Social Media and Risk Management
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How do lawyers and legal practices use social media? Key themes include:
- What legislation and guidelines are applicable?
- What are the risk management issues?
- Engagement management issues, impact on record keeping and communication
- Use of social media for advertising /networking /marketing
- “Specialists” and “Experts”
- Interaction with clients, third parties and the judiciary
- Interaction with staff and employment issues
- Use of social media for investigation and evidence gathering
- LinkedIN-specific issues
- Political opinion, awards, dating apps and emojis
- Social Media policies in law firms
