Example SOPs: Attorney

Attorney SOPs

Creating Standard Operating Procedures for your Attorney work can be difficult and take time. That’s why we’ve created these example Attorney SOPs so you can jumpstart your SOP creation process. We want to help you set up your Legal systems and processes by taking these sample SOPs and building out your own SOPs template library. By having all your Legal procedures in one place, your team will have the information they need at all times. Let’s look at some Attorney SOP examples.

Attorney SOP Examples

1. Client Intake SOP: The purpose of this SOP is to ensure a smooth and efficient process for onboarding new clients. It includes steps such as gathering client information, conducting conflict checks, and setting up initial consultations. The scope of this SOP covers all new client intake procedures. The person responsible for this SOP is the attorney or a designated staff member. References to other SOPs may include the Conflict of Interest SOP and the Consultation SOP.

2. Case Management SOP: This SOP outlines the procedures for managing client cases from start to finish. It includes steps such as conducting legal research, drafting legal documents, and communicating with clients and opposing parties. The purpose of this SOP is to ensure consistent and organized case handling. The scope of this SOP covers all aspects of case management. The attorney is typically responsible for overseeing this SOP. References to other SOPs may include the Legal Research SOP and the Document Drafting SOP.

3. Court Filing SOP: The purpose of this SOP is to provide guidelines for filing legal documents with the court. It includes steps such as preparing the necessary forms, organizing supporting documents, and submitting filings within specified deadlines. The scope of this SOP covers all court filing procedures. The attorney or a designated staff member is responsible for this SOP. References to other SOPs may include the Document Organization SOP and the Deadline Management SOP.

4. Billing and Invoicing SOP: This SOP outlines the procedures for accurately and timely billing clients for legal services rendered. It includes steps such as tracking billable hours, preparing invoices, and following up on outstanding payments. The purpose of this SOP is to ensure proper financial management and client satisfaction. The scope of this SOP covers all billing and invoicing processes. The attorney or a designated staff member is responsible for this SOP. References to other SOPs may include the Timekeeping SOP and the Payment Collection SOP.

5. Conflict of Interest SOP: The purpose of this SOP is to identify and manage potential conflicts of interest that may arise in the attorney-client relationship. It includes steps such as conducting conflict checks, documenting conflicts, and implementing conflict resolution strategies. The scope of this SOP covers all conflict of interest procedures. The attorney or a designated staff member is responsible for this SOP. References to other SOPs may include the Client Intake SOP and the Case Management SOP.

6. Document Retention and Destruction SOP: This SOP provides guidelines for the proper retention and destruction of legal documents in compliance with legal and ethical requirements. It includes steps such as categorizing documents, establishing retention periods, and securely disposing of documents. The purpose of this SOP is to ensure data privacy, risk management, and compliance. The scope of this SOP covers all document retention and destruction processes. The attorney or a designated staff member is responsible for this SOP. References to other SOPs may include the Document Organization SOP and the Data Privacy SOP.

7. Continuing Legal Education (CLE) SOP: The purpose of this SOP is to outline the procedures for attorneys to fulfill their ongoing professional development requirements. It includes steps such as identifying relevant CLE courses, attending approved programs, and maintaining accurate records of completed credits. The scope of this SOP covers all CLE-related activities. The attorney is responsible for this SOP. References to other SOPs may include the Professional Development SOP and the Record-Keeping SOP.

8. Ethical Conduct SOP: This SOP establishes guidelines for ethical behavior and professional conduct within the legal industry. It includes steps such as adhering to the rules of professional responsibility, maintaining client confidentiality, and avoiding conflicts of interest. The purpose of this SOP is to ensure ethical standards are upheld and to protect the attorney’s reputation and professional standing. The scope of this SOP covers all aspects of ethical conduct. The attorney is responsible for this SOP. References to other SOPs may include the Conflict of Interest SOP and the Client Confidentiality SOP

Attorney SOP Templates

Looking for SOP templates for your Attorney work? We’ve got you covered. You can build out your company SOPs using the sample SOP information above (added to our template) or our team can put together a starter SOPs template based on your Attorney work. Get in touch if you’ve got questions about the quickest way to build out your Legal SOPs library.