Press "Enter" to skip to content

Posts published in “Clients”

How to Text through Email


Many clients are preferring to text with lawyers, but is texting a good idea?

How will you keep a record of your communications with the client? One alternative is to text using email. You can send a text message through email if you know your client’s phone carrier. Texts sent via email are easier to track and store in your firm’s case management system.

For a full explanation of how to text through email, check out this article from inPractice.

For questions about using email and texts with clients, email Courtney Troutman at

Do You Know What to Do with Unclaimed Client Funds in your Trust Account?


The January 2018 issue of the South Carolina Lawyer magazine has a helpful article by Barbara M. Seymour which outlines exactly how a lawyer must handle unclaimed funds. It also includes advice on making sure you don’t have a problem with unclaimed funds in the future.

Make sure your firm is compliant and read her article today.

How to Avoid Client Confusion Regarding Fees and Charges


Begin by discussing fees and costs openly and candidly with potential clients. Make sure they understand the difference between attorney’s fees and disbursement costs. Also, be sure to give your clients a fee agreement written in easy to understand language.

Then, when it comes time to draft bills, be sure to follow these tips and check out “How to Draft Bills Clients Rush to Pay” (a resource located in the Lending Library), so that your clients want to pay you!

Contact for additional assistance.

Tips on How to Handle Wet Paper Legal Files


With the disastrous flooding in North Carolina and South Carolina, it is likely that there are lawyers’ offices among the flooded. Once the waters recede, lawyers will have books and wet paper legal files to contend with. First, understand that the paper will never be the same, even if it is readable. According to the Smithsonian Institute, air drying can work, but if you have a lot of documents, you should put them in plastic bags and freeze them in the coldest freezer possible. Later, you can either call a professional to freeze dry the papers or work on them yourself, following instructions online. Anyone can easily see this approach isn’t the best. What if you have no electricity for a freezer? Will you have time for the delicate job of pulling pages apart? A better solution: make sure that all of your law firm’s documents are scanned and saved in an internet document storage site, such as Mozy, Carbonite or SpiderOak.