Professional Liability Resources

Accountants

Engagement Agreements - Accountants
Best Practices for Accountants
Preserving Confidentiality
Client Records
Links for Accountants
Limiting the Scope of Engagement
Responding to Subpoenas
Avoiding Accounting Malpractice

Real Estate Agents

Tips for Real Estate Agents to Avoid Litigation
Useful Links for Texas Real Estate Agents
Best Practice Tips For Real Estate Agents
Ten Ways to Avoid Lawsuits Against Real Estate Agents

Attorneys

Communication with Clients
Documenting the File
Engagement Agreements - Attorneys
Client and Matter Selection as Risk Management Tools
Supervising Attorneys and Non-Attorneys
Links for Attorneys

Insurance Agents

Best Practices For Insurance Agents And Brokers
Best Practices For Policy Renewals Post COVID
Useful Links for Insurance Agents/Brokers

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