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Case reporting is a necessity to avoid professional liability

By Thomas Berman, Principal, Berman & Associates

19 January 2012

By Thomas Berman, Principal, Berman & Associates

Small and medium-sized law firms (and sometimes those much larger than that) often have little transparency in the way that lawyers manage their casework. In smaller firms, there is always the impression among partners that they are aware of the cases managed by others. That is unfortunately often not the case.

In a recent example, a law firm suffered several millions of dollars in claims and was required to return hundreds of thousands of dollars in fees to clients after the facts relating to a partner’s misfeasance and omissions were discovered. In this case, according to the partners involved, there were no warnings of a problem (of course, the staff told a much different story).

This was a firm of just 23 attorneys, with only five partners. The firm billed its t...

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