The Marlow blog
Notes on running a small firm.
How a small firm keeps its matters, docket, documents and books, and what changes when new work arrives already opened.
-
What is legal docketing? Keeping every deadline from lapsing
Docketing, calendaring and the tickler, defined; what the ABA’s malpractice data says about missed dates; and how a reminder ladder puts one named lawyer on every deadline.
-
Who owns the client file? What Rule 1.16(d) asks
When a representation ends, what leaves with the client? The Model Rule, the entire-file and end-product approaches, Opinions 471 and 520, and what a portable file means for practice software.
-
What is a headless law firm?
Where the word headless comes from, what it means when the subject is a law firm, and why the head, a licensed lawyer’s judgment, never moves into the software.
-
Running new practice software beside Clio, without migrating
How a parallel run works, what Clio’s own help center says an export contains, what to check before relying on any export, and what a portable client file should mean.