Practice Management Course

This course has been developed by the Law Society of British Columbia primarily to assist new lawyers, lawyers practicing alone or in small firms and others to review key practice management topics. The course is not a complete knowledge base for each topic covered, but rather outlines highlights and provides a review of core concepts.

The Law Society Rules make the course mandatory for:

  • lawyers practicing in a “small firm”, who must complete the course within 6 months after commencing practice in a small firm setting - Law Society Rule 3-28;

  • articled students, who must successfully complete the PMC in order to qualify for call and admission – Law Society Rule 2-76(1)(b.1); or

  • lawyers ordered to complete the PMC by the Practice Standards Committee – Law Society Rule 3-19.

All lawyers who are obligated to complete the Practice Management Course must certify that the course is complete by logging in to the CPD section of the LSBC website and recording the Practice Management Course as complete. The Law Society monitors the CPD section of the site.

Lawyers who are not required to take the course as a mandatory condition of practice may take the course for educational purposes and may claim CPD credit according to the time spent taking the course. Click here to find out more about taking the course for CPD credit.

Course facilitator: Michael Dew
Course value: Up to a maximum of 6 CPD Credits. Learn more ›

Need help? Please see the Frequently Asked Questions page for more information.

  1. 1. Accounting System Learning Module

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    Understanding trust accounting is essential to practise law, but before you tackle trust accounting, you need to know something about running an accounting system.

    Accounting System - Quiz

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    In the test, you will be asked questions based on the material in the textbook available on the left. Lawyers completing this module as a mandatory requirement of practice must obtain 100% (repeating the test may be necessary). Lawyers completing the course merely for CPD credit are not required to obtain any particular grade.

     

  2. 2. Trust Accounting Essentials Learning Module

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    You will learn the requirements of a lawyer's trust accounting system, from how to deposit and withdraw trust funds to what to do if you discover a trust shortfall.

    Trust Accounting Essentials - Quiz

    Take this quiz

    In the test, you will be asked questions based on the material in the textbook available on the left. Lawyers completing this module as a mandatory requirement of practice must obtain 100% (repeating the test may be necessary). Lawyers completing the course merely for CPD credit are not required to obtain any particular grade.

  3. 3. Trust Filing and Trust Applications Learning Module

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    You will learn the requirements of filing Trust Reports and Trust Administration Fees with the Law Society.

    Trust Filing and Trust Applications - Quiz

    Take this quiz

    In the test, you will be asked questions based on the material in the textbook available on the right. Lawyers completing this module as a mandatory requirement of practice must obtain 100% (repeating the test may be necessary). Lawyers completing the course merely for CPD credit are not required to obtain any particular grade.

  4. 4. Taxation and Employee Deductions Learning Module

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    Among the taxation and business issues related to the practice of law are federal employee payroll deductions for income tax, CPP, and EI, as well as WorkSafeBC requirements.

    Taxation and Employee Deductions - Quiz

    Take this quiz

    In the test, you will be asked questions based on the material in the textbook available on the left. Lawyers completing this module as a mandatory requirement of practice must obtain 100% (repeating the test may be necessary). Lawyers completing the course merely for CPD credit are not required to obtain any particular grade.

  5. 5. PST Learning Module

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    You will familiarize yourself with some of the important taxation and business issues related to the practice of law and the Provincial Sales Tax.

    PST - Quiz

    Take this quiz

    In the test, you will be asked questions based on the material in the textbook available on the left. Lawyers completing this module as a mandatory requirement of practice must obtain 100% (repeating the test may be necessary). Lawyers completing the course merely for CPD credit are not required to obtain any particular grade.

  6. 6. GST Learning Module

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    You will familiarize yourself with some of the important taxation and business issues related to the practice of law and the Goods and Services Tax.

    GST - Quiz

    Take this quiz

    In the test, you will be asked questions based on the material in the textbook available on the left. Lawyers completing this module as a mandatory requirement of practice must obtain 100% (repeating the test may be necessary). Lawyers completing the course merely for CPD credit are not required to obtain any particular grade.

  7. 7. Retainers Learning Module

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    You will identify the types of retainers and what they should include, as well as the requirements of contingent fee agreements.

    Retainers - Quiz

    Take this quiz

    In the test, you will be asked questions based on the material in the textbook available on the left. Lawyers completing this module as a mandatory requirement of practice must obtain 100% (repeating the test may be necessary). Lawyers completing the course merely for CPD credit are not required to obtain any particular grade.

  8. 8. File Retention and Disposal Learning Module

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    You will learn why you need to keep your closed files and for how long, and how to close and destroy files.

    File Retention and Disposal - Quiz

    Take this quiz

    In the test, you will be asked questions based on the material in the textbook available on the left. Lawyers completing this module as a mandatory requirement of practice must obtain 100% (repeating the test may be necessary). Lawyers completing the course merely for CPD credit are not required to obtain any particular grade.

  9. 9. Coverage During Absence Learning Module

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    You will learn to appreciate the importance of arranging for coverage during absences from work as well as establishing a system to ensure continuity in the event of catastrophic risk.

    Coverage During Absence - Quiz

    Take this quiz

    In the test, you will be asked questions based on the material in the textbook available on the left. Lawyers completing this module as a mandatory requirement of practice must obtain 100% (repeating the test may be necessary). Lawyers completing the course merely for CPD credit are not required to obtain any particular grade.

  10. 10. Withdrawal of Services Learning Module

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    You will learn to recognize the circumstances in which a lawyer must withdraw services and those in which a lawyer may withdraw services, and learn the procedure for withdrawing services.

    Withdrawal of Services - Quiz

    Take this quiz

    In the test, you will be asked questions based on the material in the textbook available on the left. Lawyers completing this module as a mandatory requirement of practice must obtain 100% (repeating the test may be necessary). Lawyers completing the course merely for CPD credit are not required to obtain any particular grade.

  11. 11. Conflicts Learning Module

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    You will learn how to recognize conflicts of interest, how to prevent them from occurring, and what might happen if they do occur.

    Conflicts - Quiz

    Take this quiz

    In the test, you will be asked questions based on the material in the textbook available on the left. Lawyers completing this module as a mandatory requirement of practice must obtain 100% (repeating the test may be necessary). Lawyers completing the course merely for CPD credit are not required to obtain any particular grade.

  12. 12. Client Screening Learning Module

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    Client screening is a process that can help ensure you are not taking on the wrong clients for your practice, and that clients are not taking on the wrong lawyer for their cause.

    Client Screening - Quiz

    Take this quiz

    In the test, you will be asked questions based on the material in the textbook available on the left. Lawyers completing this module as a mandatory requirement of practice must obtain 100% (repeating the test may be necessary). Lawyers completing the course merely for CPD credit are not required to obtain any particular grade.

  13. 13. Difficult Clients Learning Module

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    You will learn how to identify various types of difficult clients and principles for dealing with them.

    Difficult Clients - Quiz

    Take this quiz

    In the test, you will be asked questions based on the material in the textbook available on the left. Lawyers completing this module as a mandatory requirement of practice must obtain 100% (repeating the test may be necessary). Lawyers completing the course merely for CPD credit are not required to obtain any particular grade.

  14. 14. File Management and Diary Systems Learning Module

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    You will learn the importance of setting up a file management system, managing your time, and having proper limitation/bring forward systems in place.

    File Management - Quiz

    Take this quiz

    In the test, you will be asked questions based on the material in the textbook available on the left. Lawyers completing this module as a mandatory requirement of practice must obtain 100% (repeating the test may be necessary). Lawyers completing the course merely for CPD credit are not required to obtain any particular grade.

  15. 15. Delegation of Tasks and Supervision Learning Module

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    You will learn to recognize what tasks may and may not be delegated to legal assistants, and understand the supervision responsibilities you have over your non-lawyer staff members.

    Delegation of Tasks and Supervision - Quiz

    Take this quiz

    In the test, you will be asked questions based on the material in the textbook available on the left. Lawyers completing this module as a mandatory requirement of practice must obtain 100% (repeating the test may be necessary). Lawyers completing the course merely for CPD credit are not required to obtain any particular grade.

  16. 16. Avoiding Fraud Learning Module

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    You will learn to recognize the types of frauds and scams that can involve lawyers, and how to manage the risks of fraud.

    Avoiding Fraud - Quiz

    Take this quiz

    In the test, you will be asked questions based on the material in the textbook available on the left. Lawyers completing this module as a mandatory requirement of practice must obtain 100% (repeating the test may be necessary). Lawyers completing the course merely for CPD credit are not required to obtain any particular grade.

  17. PMC Course Completion Survey

    Take survey

    Congratulations on completing the Practice Management Course. This course was developed by The Law Society of British Columbia primarily to assist lawyers practicing alone or in small firms to review key practice management topics. The course does not attempt to be a complete knowledge base for each topic covered, but rather attempts to provide a review of core practice management concepts.

    It is important for us to understand your experience so that we can improve this course for future participants. Please take a few minutes to give us your overall impressions and feedback.