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 (1/1/2023)
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!
Note: This document has been revised substantially from earlier versions (greyed out below as no longer applicable but retained for historical purposes in the event of an issue or dispute arising in relation to previously performed legal services).
53 pagesPDF Also download:Summary of Changes
Chubb (ACE) — Discretionary Counsel Legal Services Agreement (1/1/2023)
For cases in which the Firm represents Chubb as the client. As we are panel counsel, this document is superseded by our Defense Counsel LSA (see above). In circumstances where the insured retains the Firm directly, the provisions of this Agreement may be applicable.
66 pagesPDF Also download:Summary of Changes
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
Discovery
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.
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.
