Author Archives › Deanna Brocker

For Peace of Mind

Many small firms or solo practices do not have a written Policies and Procedures Manual (“PPM”). When I ask, attorneys usually respond that it’s just…more

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Retaining Good Employees — Begins with You

A consistent question I receive from practice owners and professionals is, “How do I keep good associates?”  Lawyers and other professionals come and go, and…more

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We Passed!

Well, now I can say we’ve been audited by the State Bar! You may know that we called up Anne Parkin, the State Bar Auditor,…more

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Voluntary Trust Account Audit

The Tenth Judicial District was the lucky district selected for the State Bar’s random attorney trust account audit program this quarter. But I didn’t feel…more

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It’s a New Year: Resolve to Reconcile

If you read the quarterly State Bar Journal disciplinary section, you know that ignoring the trust account can result in severe disciplinary action.  Do you…more

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A Good Lesson

We all make mistakes and have bad days.  That’s, in part, what liability insurance is for.  But I recently had a good reminder not to…more

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Wishing you a joyous holiday season

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A Lawyer’s Duty to Self-Report?

Years ago, when I was on the ethics staff at the State Bar, I used to get the question, “Am I required to self-report conduct?”…more

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When is Friending Too Friendly?

I hear more and more about attorneys connecting with their clients on social media.  The reasoning? There is a greater connection with your clients. It…more

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Friending a Represented Opposing Party

Some time ago, in a blog far, far away, we explored the topic of social media and discovery. In particular, we had concluded that it…more

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