Practice, Workflow & Efficiency

A growing electronic collection of books, videos, articles, links and other reference tools.

Ebooks may be downloaded and opened in Amazon Kindle, Apple iBooks, or other ebook readers.

Billing

Billing 1: Hourly Billing Introductory Concepts

The basic primer on hourly billing for Godfrey | Johnson personnel. Covers firm requirements and our hourly bonus program, essential client-specific requirements, and convenient tips to make tracking billable hours easier and less likely to result in client dissatisfaction or loss of revenue. Essential for all personnel.

29 min

Billing 2: Dangerous Billing Entries

Learn how to spot and avoid billing errors and poor habits that can cost our firm time, money and client goodwill. This video provides several examples of common mistakes, improper time entries and billing practices that must be avoided. Essential for all personnel.

49 min

Sompo International Legal Services Guidelines (August, 2020)

The governing document for all Sompo work, including billing guidelines, deadlines, budgeting and case management requirements. Essential reading for all personnel working on Sompo matters!

13 pagesPDF

Sompo International Legal Services Guidelines (August, 2019)

The governing document for all Sompo work, including billing guidelines, deadlines, budgeting and case management requirements. 

11 pagesPDF

Chubb (ACE) — Defense Counsel Legal Services Agreement (July, 2020)

The governing document for all Chubb/ACE work, including billing guidelines, deadlines, budgeting and case management requirements. Essential reading for all personnel working on Chubb matters!

66 pagesPDF  Also download:Summary of Changes  

Chubb (ACE) — Defense Counsel Legal Services Agreement (May, 2018)

The governing document for all Chubb/ACE work, including billing guidelines, deadlines, budgeting and case management requirements. 

62 pagesPDF

Chart Outside Counsel Litigation Guidelines (May, 2018)

The governing document for all Chart work, including billing guidelines, deadlines, budgeting and case management requirements. Essential reading for all personnel working on Chart matters!

4 pagesPDF

Chubb (ACE) — Defense Counsel Legal Services Agreement (Jan. 2018)

The governing document for all Chubb/ACE work, including billing guidelines, deadlines, budgeting and case management requirements. 

48 pagesPDF

Chubb (ACE) — Defense Counsel Legal Services Agreement (2016)

The governing document for all Chubb/ACE work, including billing guidelines, deadlines, budgeting and case management requirements.

58 pagesPDF

Chubb Litigation Management Guidelines (2015)

Chubb’s standards are the most exacting. If we comply with these, we satisfy all the rest of our clients. Thus, we’ve adopted Chubb’s guidelines as our firm standard.

10 pagesPDF

Ethics

Colorado Rules of Professional Conduct — As adopted by the Colorado Supreme Court on April 12, 2007, effective January 1, 2008, and amended through April 6, 2016

Searchable, downloadable version of the official ethical rules for Colorado lawyers. Link to Colorado Bar website. Essential reading for all Colorado attorneys.

185 pagesPDF

The Attorney-Client Relationship: Exploring the Unintended Consequences of Inadvertent Formation — University of Detroit Mercy Law Review, Winter 2009

An excellent treatise on the hidden dangers of malpractice liability stemming from unclear circumstances and imprecise language.

36 pagesPDF

Existence of Attorney-Client Relationship— 48 Am Jur Proof of Facts 2d 525 (updated 2017)

Comprehensive discussion of cases deciding whether an attorney-client relationship existed at the time of a particular act, omission, transaction, or communication.

226 pagesPDF

A Lawyer’s Duty to A Prospective Clients — Restatement (Third) of the Law Governing Lawyers § 15  (adopted in Colorado by Allen v. Steele)

This Section summarizes the duties of a lawyer to a person seeking legal services. Duties attach even when no client-lawyer relationship ensues.

11 pagesPDF

Allen v. Steele, 525 P.2d 476 (Colo. 2011)

Recent discussion by Colorado Supreme Court of factors relating to attorney liability where existence of attorney-cleint relationship was in question.

13 pagesPDF

Leadership & Management

Extreme Ownership: How US Navy Seals Lead and Win by Jocko Willink & Leif Babin

Detailing the mind-set and principles that enable SEAL units to accomplish the most difficult missions in combat, Extreme Ownership shows how to apply them to any team, family or organization.

317 pages eBook

SharePoint

Cloud-Based Document Management — Introduction to SharePoint

Explains the basic framework of the Firm’s use of SharePoint as its primary document management tool. Essential for all personnel.

42 min

Creating New Case Subsites In SharePoint

Explains the proper procedure for setting up a new matter site in SharePoint, including all steps necessary to avoid incorrectly set permissions and VITAL SECURITY STEPS which if not followed could lead to a BREACH OF CLIENT CONFIDENTIALITY. Essential for all personnel who set up new matters in SharePoint.

29 min

Stress Reduction & Mindfulness

Full Catastrophe Living – Using the Wisdom of Your Body and Mind to Face Stress, Pain and Illness by Jon Kapat-Zinn

The landmark work on mindfulness, meditation, and healing, now revised and updated after twenty-five years.

720 pages eBook

Workflow

Getting Things Done: The Art Of Stress-Free Productivity by David Allen

The core of GOJO’s workflow management system is found in this short but empowering book. Learn to free yourself from procrastination and uncertainty by using simple systems. Divide planning, tracking and performance of work into logical phases. Reduce stress while drastically improving performance.

288 pagesPDFeBook

Cheat Sheet: Master Getting Things Done In 2 Minutes

A handy short summary of the “flow” of GTD.

26pagesPDFeBook

Getting Things Done: Summary Of Key Concepts In One Hour Or Less

An excellent summary of the core workflow methodology used in our firm. Not a substitute for reading GTD by David Allen, but a great summary introduction.

64 pagesPDFeBook

Level Up Your Day: How to Maximize the 6 Essential Areas of Your Daily Routine by S.J. Scott & Rebecca Livermore

Excellent tips for building a more effective daily routine, complimenting the GTD method with even more useful ideas.

164 pagesPDFeBook

The materials linked to this page are the legal property of the website owner, and have been posted here purely for its own access and review by the owner. No other use or dissemination of these materials is authorized or intended. This website is intended to be secure and password protected and invisible to search engines. If you have observed any breach of these conditions, in order to protect the copyrights of the authors whose materials are stored here, please notify the website administrator, Brett Godfrey at (303) 228-0700.