But Wait... There's More - Departing Attorney Matter Management

By Joanne Kiley posted 09-29-2017 14:05


This past week members discussed departing attorneys and their files and more. Jump to the “Something Extra” section for ILTA for career advice and leadership stories from your peers. Explore curated sources on these topics including some from ILTA’s treasure chest.

Departing Attorneys – Matter Management, Security and Sanity

When asked to handle a departing attorney’s files you must consider matter management, security and your sanity. Jon Washburn discusses the final step in the life cycle of a matter, disposal, in a recent Life Cycle of a Matter blog post installment.  The “Matters from Laterals: A Matter Mobility Workshop” session at ILTACON 2016 offers great recommendations in the recording and a matter mobility task force report with pitfalls to prepare for, sample policy language and specifics on departing staff and attorneys. A discussion on best practices for departing attorneys begins on slide 23 of the ILTA webinar recording, “Best Practices for Attorney and Matter Mobility.” It includes recommended language to include in transmittal letters, suggestions of what to obtain in writing from a departing attorney and many questions to consider throughout the process. As you manage matters and their mobility, remember security. The “Improve Document Security and Monitoring” webinar from earlier in 2017 discusses methods to prevent unwanted data loss.

SOMETHING EXTRA – Leadership and Career ILTA blog posts

Over the last few weeks, ILTA members have shared great advice for career development, management and leadership.  If you haven’t read them yet, add them to your list and start reading and implementing today. Here is a sampling but scroll through the ILTA Blog collection to find many more.

Tracey Pardo wrote about Investing in Your Career with continued education.

Michael Hamilton wants to help you succeed. He makes recommendations in Want a Raise or Promotion? Build Your Personal Brand.

Tom Phelps explains how to leverage influence and lead even when one’s position is not in leadership in Develop an Understanding for the Working Relationship of Your Team.

Judi Flournoy shared her methodology on How to Facilitate Organizational Leadership.

Janis Richman wants to help you improve your decision making process in Developing Confidence in Informed Decision Making.

As ILTA’s content curator, I’m always monitoring the discussion forums to discover what topics are top-of-mind among the members. Each week, I focus on a few areas that spark your interest, and I provide some curated resources to assist your own information-gathering on the topics. If there are specific topics you would like assistance exploring, please contact me at