Law Practice Management and Technology Section
News from the Section
- Chair's Message
- Did You Know . . . Tech Tips?
- Top Android Applications
- Microsoft Office Mobile Suite
- Did You Know . . . ?
- Time Management - Managing Predictable Interrupters
- Clerk of the Assembly-Redesigned Website
- Why I Do Not Offer Free Consultations
- Employer Mandate - Affordable Care Act
- Evidence - Emoji
- State Bar News - Public Comment
- Public Comment - ESI and Discovery Requests
- Public Comment - Other Items
- The Bottom Line/eTBL
- Educational Opportunities
- Self-Study CLE in Legal Ethics for Members of the Law Practice Management and Technology Section
- CYLA Annual Practical Skills Symposium - May 2015
- Solo and Small Firm Summit - June 2015 "Strategic Solutions for Lawyering and Business Management"
- Annual Meeting - October 2015
- Online CLE
- Executive Committee News
- Introducing and Welcoming Our Newest Members to the LPMT Executive Committee.
- Liaisons Serving on Executive Committee
- Executive Committee Members - What are they doing?
- News from LPMT Section Members
- Opening, Growing and Managing a Law Office
- Future State Bar Annual Meetings
1. Chairs Message
One of the main goals of the LPMT Section is to help you improve how you manage your law practice and provide you with tools to do so. In this issue of eNews, as with all issues, there are lots of tips and info that we hope you find helpful.
In addition, we are working on some exciting new member benefits that we can't wait to introduce. For now, check out our current member benefits in the Benefits for Members section below.
We understand that there are many technology tools and processes that can improve how you do business and in turn improve your productivity and bottom line. If there is software or a program that you use which you feel is beneficial, I encourage you to share. Please email me at Nyanza@shawesquire.com and we can reach out to that company to see if they are willing to offer an exclusive discount to our members.
As always, we want to hear from you! What do you want to learn more about? What topics would you like us to cover in the eNews and the eTBL? What webinars would you be interested in? Let us know and we will accommodate your requests to the best of our ability.
Nyanza Shaw, Chair, LPMT
2. Did You Know . . . Tech Tips?
(a) Android Applications
Top Android Applications for Paralegals and Attorneys
There are many free and paid applications out there specific to the legal profession. Users should be cautioned, however, many free applications for Android, like free applications that are otherwise downloadable from the internet, are simply limited versions of paid applications. Thus, functionality may be limited, and use of the program may be restricted to a trial period.
The cost of most paid applications for Android is rather nominal; a lot can be found for under $10.00; some are slightly higher.
Here is a good list of the latest applications to help legal professionals. They are available for download on Google Play.
Documents To Go is a valuable productivity tool for people that are frequently mobilized and who cannot always take their laptop with them. Documents To Go supports a number of commonly used file formats, including .doc, .docx, .xls, .xlsx,.ppt, .pptx and .pdf. The Word, PowerPoint and Excel components of the program each offer a high level of functionality, presenting a wide array of formatting and computation options. Documents in those formats can be created on your phone, or imported from your PC without any desktop or server conversion. Your documents can also be uploaded and synchronized to your Google Docs account directly from your phone.
At the time of this writing, Documents To Go is available for $14.99, which is one half of its normal $29.99 price. Yes, that may be a little spendy for an Android application, but I have found the benefits of the program make it worth every penny.
PacerMonitor is the best way to stay on top of your Federal Court case dockets and filings. Currently supporting District Court Civil cases and Bankruptcy Court cases, PacerMonitor is the best way to download, view and email case filings.
Mobile Docket ($9.92) is a lawyer's secretary, scheduler, filing clerk, bookkeeper and organizer rolled into one. This app is designed to meet every busy lawyer's file and case management requirement even when he/she is on-the-go.
Droidlaw by default includes the Federal Rules of Civil Procedure, the Federal Rules of Criminal Procedure, the Federal Rules of Appellate Procedure, the Federal Rules of Bankruptcy Procedure and the Federal Rules of Evidence. The program features an intuitive interface and its content is easily searchable. Search results can be bookmarked, saved offline to your SD card, or shared via Bluetooth, Facebook, Twitter, or email, among others. The base application is free, and a finite number of federal and state "add-ons" are currently available from $2.99 to $6.99. I am particularly excited about this application because after the release of its next version, Droidlaw has announced codes for all 50 states will begin roll-out.
CCJR Mobile also offers a variety of state codes for download to your phone. These are useful for legal professionals and law students who need frequent access to a particular code, and who may not have internet access available. The codes are fully downloaded to your phone, and are formatted in an easily browsable and searchable format. The cost to download the codes is reasonable, ranging from $3.99 to $6.99.
Time Tracker for Android by Binary Solutions is a great mobile application that helps legal professionals capture the amount of time spent on a task while on the go. The application allows for customizable categories, so tasks can be allocated to different clients and matters. The program does not offer the ability to upload or even print a report of the amount of time spent, but it is a useful tool for keeping track of your billable hours. The application is free.
WestlawNext is Westlaw's legal research application.
TrialWorks App allows existing TrialWorks Case Management Software users to review and/or edit notes, contacts, docket, add time to timekeeper, review and add new intakes, case history and review attachments in TrialWorks on their Android devices.
As Android applications evolve and grow greater in number, legal professionals will be afforded the opportunity to carry virtual legal offices on their phones, complete with office applications and primary legal sources.
See more at: http://theparalegalplace.blogspot.com/2014/12/the-virtual-law-office-top-android.html#sthash.1XcUIjvv.dpuf
Source: The Paralegal Place Blogspot, December 10, 2014 (http://theparalegalplace.blogspot.com)
(b) Microsoft Office Mobile Suite
David Perry's article, Apps Power Small Practices, which appears in California Lawyer (www.callawyer.com), March 2015 issue, discusses several apps introduced in the past year to organize email, documents, and billing. His discussion regarding the Microsoft Office mobile suite, another free app, is set forth below:
Microsoft Office mobile suite
Free (but users who subscribe to Microsoft's Office 365 enjoy extra features in the app); for Windows Phone and iOS and Android
Until last year, people who rely on iPads or iPhones had to get by without the productivity tools that dominate the market. Last spring Microsoft released a pared-down version of its Office suite for the iPad, but users could only view documents (including spreadsheets) for free. If you wanted to print or edit, you had to pay for a subscription or license. In November, however, Microsoft overhauled its apps for Word, Excel, and PowerPoint and released powerful, intuitive versions that are just as capable as their desktop cousins. A Wall Street Journal review described their "no-compromises approach to viewing and manipulating files," though it also noted bugs in syncing across devices. -
See more at: http://callawyer.com/clstory.cfm?eid=939892&wteid=939892_Apps_Power_ Small_Practices#sthash.CyzqOrE8.dpuf
Learn more about Microsoft Office Suite for devices- https://products.office.com/en/mobile/office
3. Did You Know...?
(a) Time Management Tips
Executive Committee Member, Neil Pedersen, brings us another time management tip - managing interruptions during your workday.
Managing Predictable Interrupters
By Neil Pedersen
In this segment in the regular series of notes on time management, we discuss how to combat the most common enemy to time management - the person bound and determined to interrupt you. This may be an associate, a staff member, a spouse, a client or an opposing attorney. People trying to get your opinion, your advice, your reaction or your personal time are daily foes to your attempts to control your own time. Often these interactions are important. Yet the timing of the interaction often interrupts other planned events that are occurring, leading to the oft experienced start and stop nature of our workday. In this note I will discuss some ways to minimize the loss of time to the predictable interrupter.
Schedule time with predictable interrupters
If you know that you have two associates working with you, you also know that they will need your input during the day. Rather than wait for them to show up at your door at their chosen time, schedule a regular time to meet with the associate each day. The associate will know to inventory questions for that time rather than to simply jump up and walk down the hall each time a question pops into their head. The same can be done with any office employee. Of course, there are times where it cannot be helped, but if you take command of your time by scheduling the supervision interruptions, your day will be less fragmented and more efficient. As a collateral advantage, you will make your associates or office personnel feel important that they get a scheduled part of your day.
Preemptively strike at predictable interrupters
If you know a person will be interrupting you, make a pre-emptive strike by going to them at a time you decide to be most convenient to you. Although you will now be the interrupter, your time is managed far better than to allow them to control when you discuss the issues that need to be addressed.
Limit time you make available to predictable interrupters
When interruptions do occur, be mindful of their time-management-destructive nature and do what you can to minimize the adverse affect on your management efforts. Manage the interruption in the same way discussed in an earlier note on how to manage meetings. Set a defined time for the interaction. Make sure the interrupter knows that their time is limited. Only deal with essential issues during the interruption and handle other non-essential matters at a defined meeting time later. Some attorneys I know remove their client chairs in front of their desk, or place books or other objects in the chair, to discourage long-term visitors. In short, be cognizant of the damage of interruptions to your time management efforts and act accordingly.
About the Author:
Neil Pedersen is the principal of Pedersen McQueen APLC, a firm that represents employees who have been subjected to workplace harassment, retaliation and discrimination. Neil, a 25-year litigator, also teaches Law Practice Management and Technology at Western State College of Law and is a member of the Executive Committee of the State Bar Law Practice Management and Technology Section. He can be contacted by phone at (949) 260-1181, or by email at email@example.com.
(b) Clerk of the Assembly-Redesigned Website
Law Librarian Anne R. Bernardo, the Director of the Tulare County Public Law Library, serves on the LPMT Executive Committee as the liaison representing Law Libraries. Anne has provided the following information regarding the redesigned website for the California Clerk of the Assembly:
The California Clerk of the Assembly has released a redesign of their website at http://clerk.assembly.ca.gov/. The Assembly's journals, histories, and Statutes and Amendments to the Code are now available on the Archives link http://clerk.assembly.ca.gov/archive-list (formerly http://126.96.36.199/clerkarchive/)
There are other useful tools under the Historical Information link
- Budget Bill passage table 1967-2014
- California History Page (includes California's Legislature, 2011)
- Arthur Ohnimus and links to his collection (longest serving Clerk of the Assembly).
You will find the annotated guides and factsheets on the Legislative Publications tab http://clerk.assembly.ca.gov/content/legislative-publications; the Process link includes the bill lifecycle; and a photogallery at http://clerk.assembly.ca.gov/photogallery
(c) Free Consultations
In his article, Why I Do Not Offer Free Consultations, Executive Committee member Peter N. Brewer discusses his firm's decision to not offer free consultations to prospective clients.
Why I Do Not Offer Free Consultations
By Peter N. Brewer, Esq.
Prospective clients often inquire of my firm, "Do you offer free initial consultations?" Most of us are familiar with the old adage, "A lawyer's time and advice are his or her stock in trade." So where did the public get the notion that lawyers should work for free?
Would you call a doctor's office and say that you wanted to come in, and without compensation, have the doctor diagnose your illness and discuss possible strategies for treatment, all preliminary to your decision whether to hire the doctor? Would you expect the plumber to come out to your house, diagnose your plumbing malfunction, and offer suggested solutions, all without pay? Do people expect Safeway to give away their "stock in trade"? Then why is it that people feel that they are entitled to a consultation with a lawyer, and to the benefit of the lawyer's time, education, knowledge and experience, for free?
Let's begin to understand this misconception by first reviewing the most common types of fee arrangements between a client and a lawyer. The most common types of fee arrangements are hourly, flat fee, or contingent fee. Of course there are hybrids of these, as well as other types of arrangements, but these are the most common. Each of these fee arrangements is most customary in certain types of cases.
A contingent fee arrangement is one where the lawyer's compensation is a percentage of whatever monies are recovered, usually at the conclusion of the case. This type of fee arrangement is customarily seen in personal injury cases and debt collection. Workers' compensation and Social Security disability cases, among others, are also usually handled pursuant to a contingent fee agreement.
Because the lawyer handling a contingent fee case is compensated by a percentage of the recovery, it is somewhat inconsistent to charge for the initial consultation. The lawyer does not charge an hourly fee for the initial interview because the relationship is not undertaken on an hourly compensation basis, but instead on a percentage of the amounts collected. The initial consultation is seen as an opportunity for the lawyer to gather the facts of the case and determine its viability. If the lawyer agrees to take the case, then he or she is gambling on a winning outcome to generate fees. Accordingly the initial consultation is at least as much, if not more, for the lawyer's benefit than the client's.
If the lawyer does not undertake the case for whatever reason, then the initial consultation is not charged.
Flat fee agreements are where work is done for a fixed fee, agreed upon at the outset, usually for a specified and discrete assignment, such as drafting a will, an estate plan, or perhaps a lease or a power of attorney. Again, these lend themselves to an initial consultation that is not separately charged, because the initial consultation is integral to the task for which the flat fee is being charged. There is not a separate charge for the consultation. The work is a single, comprehensive task, not comprised of discrete increments.
If no employment agreement is struck during the initial consultation then the lawyer is not paid because the lawyer did not perform the assigned task.
Hourly fee arrangements are by far the most common. As the name suggests, in these situations the lawyer is paid an hourly charge for each hour or fraction of an hour that he or she spends working on the client's matter. This fee arrangement is most commonly employed in all types of business transactions, most non-injury litigation, and almost any other situation where the total time that the attorney is likely to spend is not readily predictable at the outset. Because the totality of the project cannot be quantified at the outset, there is no practical means of establishing the ultimate cost at the outset.
Because the attorney is working by the hour, every hour that the attorney works is part of the compensation structure, including the initial hour during which the attorney begins gathering the facts necessary to handle the matter.
Sometimes a client wants a face-to-face meeting with an attorney in order to assure himself or herself that he or she is comfortable with, and compatible with, the attorney. This is fairly infrequent in this technology age, where many of our matters are handled by email and phone or videoconference, without the attorney and client ever meeting one another in person. However, for those potential clients to require this assurance we will typically offer 15 minutes for "meet and greet" without delving into the substantive aspects of the client's matter. If the client wishes to continue the conference after 15 minutes, the time is then charged at our usual and customary hourly rates, and the discussion is redirected to the substantive issues for which the client seeks our assistance.
Occasionally we will feel that we are not appropriate for the client's needs, or that we do not see a clear possibility to help the client. In those instances we will not charge for the consultation, as we feel the client did not gain value.
Other than that, we do not offer our time and advice for free. Among the many reasons we do not is that when we give legal advice to someone, whether or not we are paid for the advice, an attorney-client relationship is formed and we become liable for actions undertaken by the client in reliance on our advice. Thus if the information the client gives us is incomplete, or the client takes action based on a misunderstanding of our advice, we could potentially be liable for adverse consequences and yet have earned no compensation for the trouble.
Another reason why we do not give free consultations is because many times clients are merely wanting to inform themselves of their rights, responsibilities, and options, and have no intention of engaging the attorney beyond the initial consultation. Similarly, in some cases clients are merely "shopping" attorneys to find the one who will give them advice most closely aligned with what they are hoping to hear.
The variety of situations in which a client may wish to simply get free advice from a lawyer with little potential for a continuing engagement are infinite in number. Rest assured that if it were our policy to give free advice, our waiting room would at all times be full to capacity, and at the end of the day we would have no means to feed our families or pay our staff. So, one does not need a Master's Degree in Business Administration to understand that we cannot give of our time and dispense advice for free and expect to stay in business.
Moreover, a lawyer who chooses to give his time and advice for free can expect it to be given respect and value equivalent to what the client paid for it. We find that the clients who are seeking to get value without paying for it ultimately become the most difficult, ungrateful, and problematic clients. Experience has shown us that it is not prudent to go down this road with the freeloaders.
Simply put, we feel that if a client has a need for professional advice, that advice necessarily has value to the client, and we hope that the client agrees that our charges are an appropriate measure of that value.
About the Author:
Peter N. Brewer has been a lawyer for over 35 years, and is also licensed by the California Bureau of Real Estate as a real estate broker. Peter started his own firm in 1995. The firm has grown to five attorneys, practicing real estate and lending law. The firm serves the legal needs of homeowners, purchasers and sellers, real estate and mortgage brokers, agents, brokerages, title companies, investors, other real estate professionals and their clients. Peter and his firm also represent clients in debt collection, creditor representation in bankruptcy, breach of contract matters, and other litigation and transactional work.
Peter obtained his Juris Doctor degree from the University of Santa Clara Law School in 1979 and is also licensed to practice law in all State and Federal Courts in Idaho and certain Federal Courts in Michigan and Iowa (and probably in other states he no longer recalls). He loves dogs, hates kids, and is generally considered to have an insufferable disposition. Peter can be reached at the Law Offices of Peter N. Brewer, 2501 Park Blvd, 2nd Flr., Palo Alto, CA 94306; (650) 327-2900 x 12; www.BrewerFirm.com; BayAreaRealEstateLawyers.com
(d) The Employer Mandate - Affordable Care Act
Executive Committee member, Annie Parrish, has alerted us to the following article from Paycor (www.paycor.com) which provides information on the Employer Mandate provision of the Affordable Care Act (also known as the "Play or Pay" provision).
It's Go Time: the Employer Mandate is Here
After controversy, debate, and delays, the Employer Mandate has arrived. This provision of the Affordable Care Act (also known as the "Play or Pay" provision) requires all employers with 50 or more full-time equivalent employees to offer a certain level of health insurance coverage at an affordable rate to all full-time employees or face a possible penalty.
Large employers (those with 100 or more full-time equivalent employees) that do not comply with the Employer Mandate may begin incurring penalties in each month of the 2015 tax year. Mid-sized employers (those with 50-99 full-time equivalent employees) enjoy an additional year of reprieve (to 2016) as long as the organization did not reduce its workers' hours/workforce to get below the 99 employee threshold without a bona fide reason or materially reduce its health care plan as it existed on February 9, 2014. Employer Mandate penalties are incurred on a monthly basis, but paid annually.
It's important to note that the IRS will only apply Employer Mandate penalties to an organization if the employer is subject to the Employer Mandate, fails to comply with the Mandate, and has at least one full-time employee shop in the Marketplace and receive a federal premium subsidy. Employers have no control regarding whether a full-time employee opts to shop in the Marketplace, so the only fool-proof way to avoid penalties is to follow these three steps:
- Offer a health insurance plan that meets the minimal essential coverage requirements;
- Offer at least one such plan at an "affordable rate"; and
- Offer at least one such plan to all full-time employees regularly working 30 or more hours per week and their dependent children.
If you follow these three steps, your organization should be immunized from any type of Employer Mandate Penalties, regardless of which employees opt to shop in the Marketplace or what types of premium subsidies they receive.
With the implementation of the Employer Mandate comes new IRS reporting requirements. Employers with 50 or more full-time equivalent employees must begin Section 6056 (Employer Mandate) reporting for the 2015 tax year. These forms will be filed with the IRS and provided to employees in early 2016. Although the actual reporting will not be performed until early 2016, some of the data included in the reporting must be classified by month. So now is the time to begin tracking this data.
Anxiety is understandably high in regard to both the Employer Mandate and the new IRS reporting requirements associated with the Mandate. The penalties have the potential to be substantial for some employers, and the regulations are somewhat tedious and technical. Some anxiety can be mitigated by partnering with Paycor or a similar service which could assist to track information, aid decision making and provide peace of mind. Your HR professional, tax professional and benefits broker can also be great resources for you.
Source: http://www.paycor.com/resource-center/its-go-timethe-employer-mandate-is-here Posted on January 07, 2015
(e) Evidence - Emoji
Past Chair Perry Segal brings us an article from the New York Times (January 29, 2015), titled "At Silk Road Trial, Lawyers Fight to Include Evidence They Call Vital: Emoji."
Counsel were debating whether an emoji, or emoticon, as the symbol is sometimes called (a version of a smiley face) should be evidence since it was part of the document that was admitted. Eventually, the judge instructed the jury that it should take note of any such symbols in messages. "That is part of the evidence of the document," she explained.
Learn more: http://www.nytimes.com/2015/01/29/nyregion/trial-silk-road-online-black-market-debating-emojis.html
4. News from The State Bar
(a) Public Comment - ESI and Discovery Requests
The State Bar of California has extended the comment period on [REVISED] Proposed Formal Opinion Interim No. 11-0004 (ESI and Discovery Requests) to April 9, 2015, at 5 p.m. This is a revised proposed formal opinion (changed after comments were received) and not the same opinion that was previously published. You should re-read it carefully before submitting comments.
Read the proposed opinion and learn more - http://calbar.ca.gov/AboutUs/PublicComment/201501.aspx
(b) Public Comment - Other Items
Besides the above proposed formal opinion regarding ESI and Discovery Requests, The State Bar of California has several other items out for public comment. Learn more about each item by clicking on the title. Be aware of the various deadline dates if you want to submit comments.
|Civil Justice Strategies Task Force Report and Recommendations
||May 11, 2015
|Re-release of the Standards for Attorney Sanctions for Professional Misconduct ("Standards") for an additional 30-day public comment period)
||April 16, 2015
|Revision to State Bar Rules Title 6 re Access to State Bar Records
||June 16, 2015
|Revisions to Sample Fee Agreement Forms
||April 30, 2015
PLEASE NOTE: Publication for public comment is not, and shall not be, construed as a recommendation or approval by the Board of Trustees of the materials published.
5. The Bottom Line/eTBL
February/April Combined Issue: To better serve the membership and give us an opportunity to gather additional beneficial articles and information to share with you, we have decided to combine the February and April issues of The Bottom Line as one combined issue. The articles scheduled to be in the February issue will be included in an expanded April issue. The issue will contain articles on time management, litigation support, creditworthiness and technology, as well as other articles on timely topics to assist you with practice management, time management, and technology. The combined issue will also have articles which offer MCLE credit. Watch for it!
As always, the eTBL Subcommittee welcomes submissions, as well as ideas for articles. You can send them to firstname.lastname@example.org or to Section Coordinator, Kristina Robledo (Kristina.Robledo@calbar.ca.gov), to be reviewed by the editorial committee. Obtain the Guidelines for submitting articles from the Section Coordinator.
Archived Articles: Archived issues of The Bottom Line can be found in the Members' Only Area section of the LPMT website going back to October 2011. Prior to that date, you will find only a table of contents for past issues. Some past issues may still be available. Contact Section Coordinator, Kristina Robledo.
6. Educational Opportunities
(a) Self-Study CLE in Legal Ethics for Members of the Law Practice Management and Technology Section
As a benefit of Section membership, The State Bar is pleased to offer four hours of MCLE credit in Legal Ethics -- enough to fulfill your requirements in this subfield! Just watch the selected programs, and keep a record of having done so in the event you are audited for MCLE compliance. Note: an updated selection of programs which qualify for free MCLE credit in Legal Ethics will be posted in March 2015.
Here is how to access the 4 HOURS of FREE MCLE:
On the main State Bar website right hand side MY STATE BAR PROFILE
Enter your Member # and Password
Go to Member ONLY for your 4 Hours of Free MCLE
(b) CYLA Annual Practical Skills Symposium - May 2015
Executive Committee member Neil Pedersen has been requested by The State Bar to present a program at the CYLA's Practical Skills Training Symposium, to be held at The State Bar Office in Los Angeles on Friday, May 22, 2015. The program is titled, "New Attorney Skills: (Client Intake) Making Good Client Choices." The program will be presented on Friday from 10:40 a.m. to 11:40 a.m., in Los Angeles.
New Attorney Skills: (Client Intake) Making Good Client Choices Friday, May 22, 2015 (Los Angeles), 10:40 a.m. - 11:40 a.m.
Knowing which potential clients to accept can be a difficult task. This course will include best practices and strategies for new legal client intake and ethical considerations such as conflicts.
MCLE: 1 hour of participatory MCLE credit (which includes 0.5 Hour of Legal Ethics) Speaker: Neil Pedersen
For more information about the Practical Skills Symposium and what other New Attorney Skills programs are scheduled on May 22, in Los Angeles, as well as what New Attorney Skills programs are being discussed on Thursday, May 21, 2015, in San Francisco, check out the program web page
(c) Solo and Small Firm Summit - June 2015 "Strategic Solutions for Lawyering and Business Management"
June 18 - 20, 2015
Newport Beach Marriott Hotel & Spa
900 Newport Center Drive
Newport Beach, CA 92660
Earn up to 10 Hours MCLE Credit (Includes Legal Ethics, Competency Issues & Legal Specialization).
You can now REGISTER ONLINE for this program. For more information, including a full program lineup, see California Solo and Small Firm Summit.
LPMT Executive Committee members will be presenting 5 programs at the Solo & Small Firm Summit to be held in Newport Beach, June 18 to 21, 2015. The programs cover time management, the paperless office, disaster planning, software tools for preparing your case for trial, and balancing control of your life and practice. The programs are scheduled as follows:
(4) Time Management for the Busy Attorney
Thursday, June 18, 2015, 1:15 p.m. - 2:15 p.m.
Time is an attorney's most valuable asset. This presentation is filled with practical tips and procedures to assist the busy attorney to prevent the loss of time to predictable interruptions, and to maximize their productive time during the day.
MCLE: 1.0 Hour General
Speakers: Neil Pedersen
(6) The Paperless Office - Using Technology to Maximize Efficiency and Profit
Thursday, June 18, 2015, 2:30 p.m. - 3:30 p.m.
This program offers a practical, step-by-step guide on how to convert your offi ce to a digital environment. Learn various efficient approaches to access those files remotely, and other efficiencies created by digitizing documents in the office. Topic matter will include security measures to assure confidentiality and access in the digital environment.
MCLE: 1.0 Hour General
Speakers: Neil Pedersen
(10) Earth(quake), Wind, Fire & Flood: Disaster Planning for the Law Practitioner
Thursday, June 18, 2015, 3:45 p.m. - 4:45 p.m.
Four things are certain in life: death, taxes and disasters. The fourth? The disaster won't manifest itself in the way you expect nor when you expect it. This program broadens your perception of what a disaster is and - should one occur - guides you through preparing and planning for continuity in your law practice.
MCLE: 1.0 Hour General
Speaker: Perry L. Segal
(18) Low Cost and Free Software Tools For Preparing Your Case for Trial
Friday, June 19, 2015, 11:00 a.m. - 12:00 noon
This program will offer valuable practice management tools to reduce stress through balancing control of your life and practice. Attendees will learn how to analyze and diagnose the danger signs of substance abuse, skills for de-stressing, and ways to handle challenging and stressful communications in the legal environment.
MCLE: 1.0 Hour Competency Issues (formerly known as Detection & Prevention of Substance Abuse)
Speakers: Mari J. Frank; Nyanza Shaw
Please mark your calendars today and make your reservations to attend the Summit to network and learn. The Summit features POWER Networking Events, Legal EDUCATION Classes, Business Management Courses, and More - all Designed to Promote a THRIVING Law Practice.
The Twitter hash tag for the Solo Summit will be #SoloSummit.
(d) Annual Meeting - October 2015
The State Bar Annual Meeting will be held in Anaheim on October 8 to 11, 2015. Proposals for programs to be sponsored by the LPMT Section were submitted by members of the LPMT Executive Committee. As soon as The State Bar announces the programs, we will provide that information to you. It's not too early to start making plans to attend the Annual Meeting. Make it a family vacation with Disneyland close by!
The Twitter hash tag for the 2015 Annual Meeting will be #CalBarAM15.
One of Chair Nyanza Shaw's goals this year is to involve more Section members in the activities of the LPMT Section. Get involved and be a part of the educational opportunities provided to the LPMT Section members -- Join the Executive Committee in planning future educational events, including webinars. Let the Education Committee know what topics or subject matters you want to have covered in future educational events and webinars. Volunteer to do a webinar or speak at a future event.
Please provide your thoughts and suggestions to the Chair of the Education Committee, Kurt Obermeyer at email@example.com or LPMT@calbar.ca.gov. Let Kurt hear from you with suggested topics or a proposal to present a webinar or program.
(e) Online CLE
View the catalog to find programs presented by the LPMT Section or which contain practice management topics, articles from Section publications, including The Bottom Line, to obtain self-study MCLE credit. There are several articles from The Bottom Line which have been placed in the Online CLE catalog. See Online CLE - LPMT.
7. Executive Committee News
(a) Introducing and Welcoming Our Newest Members to the LPMT Executive Committee.
(1) Jeff Bennion began his 3-year term as a voting member on the LPMT Executive Committee in September 2014. Mr. Bennion is already contributing to the LPMT Section with an article that appeared in the December 2014 issue of The Bottom Line entitled, Easy Fixes to Protect Yourself from Cyber Security Threats which offered one hour of MCLE Self-Study Credit. Learn more about Mr. Bennion below.
Jeff Bennion is a solo practitioner from San Diego. His practice areas include personal injury and business litigation. On top of running his own practice, Jeff acts as a consultant on mass torts cases, particularly in the area e-discovery. Jeff manages several large mass torts e-discovery cases and has worked on many e-discovery projects involving class actions and complex litigation. Jeff also acts as a trial technology consultant on large trials, where he works with other attorneys to provide effective methods for presenting trial evidence. This includes planning and designing demonstrative graphics as well as assisting in computerized presentations.
Jeff is also an adjunct professor at UCSD where he teaches Business Law and a course on legal technology. He is also a frequent lecturer on all matters relating to legal technology. In 2014, Jeff spoke at one of the largest legal conferences in the United States, LegalTech New York, where he spoke about emerging legal technology. Along with his teaching, Jeff is a weekly columnist for Above The Law, a legal news website, where he writes on legal technology and practice management tips.
Law Office of Jeff Bennion
2869 India St, San Diego, CA 92103
(2) Mary S. Rocca, CCLS, is serving on the LPMT Executive Committee as the liaison from Legal Secretaries, Incorporated (LSI), a non-profit organization for legal support professionals. Ms. Rocca began her term in September 2014. Learn more about Mary below.
Mary S. Rocca, CCLS, is a native Californian, born and raised in the Bay Area. She began her law office employment just two weeks after graduation from high school. Mary attained her California Certified Legal Secretary (CCLS®) designation in 1990.
Initially, Mary worked in general practice law firms, however in 1990 she selected the probate/estate planning field as her main focus. Mary has worked with Margaret M. Hand for the past 18 years as a legal secretary/paralegal and office manager. The specialty areas at Hand & Little, PC are probate, estate planning, trust administration, probate and trust litigation.
Mary has been a member of Alameda County Legal Secretaries Association since 1986, served as president in 1990 - 1992, and was recently presented with an honorary membership in her association. She served as President of Legal Secretaries, Incorporated from 2004 - 2006. Mary has been married to Lou for 41 years, has one stepdaughter and three wonderful grandsons.
Law Offices of Hand & Little, PC
1939 Harrison Street, Suite 200
Oakland, CA 94612
(b) Liaisons Serving on Executive Committee
The LPMT Executive Committee has representatives from professional organizations serving as liaisons from their organizations to the LPMT Executive Committee. These liaisons, most non-attorneys, bring the perspective of the law office support staff to the Executive Committee.
|California Alliance of Paralegal Associations (CAPA)
|Continuing Education of the Bar (CEB)
|Legal Secretaries, Incorporated (LSI)
(c) Executive Committee Members - What are they doing?
Robert Brownstone, LPMT Member and Past Chair of the LPMT Executive Committee, continues to offer his expertise in the eDiscovery and technology arena by presenting educational programs. His latest webinar, Legal Ethics in the Era of Social-Media, BYOD, The Cloud and eDiscovery, will be presented on May 5, 2015, through Lorman. Learn more at www.lorman.com/training.
(d) News from LPMT Section Members
Members, let us know what you are doing so we can include your activities and accomplishments in our next eNewsletter. Let us hear from you (LPMT@calbar.ca.gov).
(e) Opening, Growing and Managing a Law Office
Purchase the State Bar’s two publications, The California Guide to Opening a Law Office and The California Guide to Growing and Managing a Law Office (official hash tag #GrowLaw) to assist you in running and growing your law practice. Your Executive Committee members are contributing authors.
You can purchase both books in the Sections Bookstore.
8. Future State Bar Annual Meetings
2015: October 8-11, Anaheim
2016: September 29-October 2, San Diego
9. Benefits for Members
1. Save money with CEB
Continuing Education of the Bar, California (CEB) is extending some special discount offers to our section. As a member of the Law Practice Management and Technology Section, you're eligible for:
- 10% off selected CEB print or online books
- A rebate on your section dues that can be applied to the cost of a CEB Gold CLE Passport or a CLE program ticket
A complete list of the products eligible for a discount is available on a CEB web page. Information about the section dues rebate program can be found on the CEB Web site.
2. Watch for an updated list of vendor benefits in a future issue of the eNews.
Special thanks to those who have contributed to the March/April 2015 issue of the eNews --
Annie Parrish, Perry Segal, Neil Pedersen, Peter Brewer, Nyanza Shaw, Patty Miller, Anne Bernardo, Cynthia Mascio.
Law Practice Management and Technology Section
The State Bar of California
180 Howard Street
San Francisco, CA 94105