Professional Changes When Life Happens We understand that some changes are inevitable; however, LRIS members do have an obligation to keep us informed should you change firms, leave to establish your own practice, move away, or leave the practice of law.
Notify LRIS of your plans including the effective date of the change and whether you plan to continue LRIS membership. If you plan to withdraw from LRIS, we will provide you with a detailed list of all client referrals and a LRIS Membership Closure packet, which will include a checklist of items to complete the deactivation of LRIS membership. A Client Transfer Form (included in the packet) should be completed for each active case that is to be given to another attorney. All cases in Pending status should be updated within 10 days of receipt of the closure packet. If you are not transferring your cases, regular Retained Case reports will continue to be sent to you, as well as final Quarterly and Annual Report Logs. You may also continue to provide online updates through your myKBA profile.
Please review the LRIS Policies & Procedures Document, Sections 5 and 7, for more information regarding the obligation to forward fees and provide timely reports.
Updating cases online is easy – visit your myKBA profile – the referral area is the lower right-hand square. We’ll call when we have questions, and ask that you please do the same Let us know about absences due to trial, vacation and illness. We will temporarily suspend your referrals until a set date, or when you notify us of your return. Please let your staff know to call us anytime with questions regarding the Service.
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