Practice 2.0 Frequently Asked Questions
What can Practice 2.0 help you with? We receive calls and emails on a variety of practice management subjects and we're here to help you with technology, office procedures, communication with clients, marketing, trust account procedures, file retention questions and more. If you have a question involving the Rules of Professional Responsibility, you can call the Ethics Hotline rather than Practice 2.0. If you want to know if you need a trust account, or if you do have a trust account and have questions about it, or procedures to manage it, check out our webinar page, review the list of CLE offerings or contact us and we'll direct you.
File retention (or how long do you have to keep that client's file?). For some answers to some of the more common issues relating to file retention, click here. Still have questions? Call us at 602.340.7332.