Richard Ferguson

Richard Ferguson

Richard Ferguson practices law in Edmonton, AB Canada with Lynass, Ferguson & Shoctor, a small business law firm. Richard is a past chair of the Canadian Bar Association’s Law Practice Management and Technology Section and frequent presenter at legal technology conferences both in Canada and the USA.

Wrapping it Up: Making Your Client Reports Better

Every present received is “better” when it is nicely wrapped, and the same goes for reporting packages to clients, particularly in commercial transactions. Here are some tips you might wish to consider for presenting your reporting packages/closing books to your clients: 1. Create a Report Index Make a list of all the documents that were created or utilized in the ...

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