We are pleased to share that the Professional Liability Fund has completed its biennial comprehensive review of practice aids for Oregon legal professionals. Technology is advancing quickly, employment transitions and retirements are on the rise, and risk management requires constant attention. In response, we have carefully reviewed, revised, and expanded our library of practice aids to ensure they remain relevant and useful to legal professionals. This evolving collection includes a variety of resources in substantive areas of law and on practice management topics designed to support you at every stage of your practice, from opening your doors to planning your retirement. You’ll find checklists, samples, templates, and other resource materials, all with the goal of mitigating the risk of bar complaints and malpractice claims.
You can find all practice aids on our website at osbplf.org > Services > CLEs & Resources > Practice Aids or by clicking here. Search by keyword or browse by category. General categories include the following:
- Areas of Law
- Client Engagement and Relations
- Firm Operations
- Firm Relations
- Opening a Law Office
- Technology and Data Management
- Transitions and Closing a Law Practice
- Generative AI Policy Development Guidelines for Law Firms (Firm Operations > Office Systems and Procedures)
- Sample Generative AI Policy for Law Firms (Firm Operations > Office Systems and Procedures)
- Checklist for Responding to Requests for the Client File (Firm Operations > File Management)
- Funds Transfer Instructions Verification Checklist (Technology and Data Management > Security and Data Breach)
- How to Create a Pleading Template in Word (Areas of Law > Litigation)
- Oregon Circuit Court Pleading Template (Areas of Law > Litigation)
