Law Practice Management and Technology Section

News from the Section

  1. Chair's Message
  2. Did You Know . . . Tech Tips?
    1. Tips for I-Phone and I-Pad Users
    2. Protecting Client's Sensitive Data
  3. Did You Know . . . ?
    1. Judicial Council - New Forms/Rules - 2015
    2. Mandatory eFiling - San Francisco County Superior Court
    3. Changes in the Law - 2015
    4. 9 Reasons Communication Fails
  4. State Bar News - Public Comment
  5. The Bottom Line/eTBL
  6. Educational Opportunities
  7. Executive Committee News
  8. Future State Bar Annual Meetings
  9. Benefits for Members
  10. Acknowledgments

1. Chairs Message

Dear Members-

Nyanza Shaw, Chair, LPMTIt is that time of the year when we all make resolutions to get organized, institute new productivity processes, and finally clean out our email in-box (which is an impossible task) and then a few days into the new year we are busier than ever and all of our grandiose plans fall by the wayside. But this year can be different! The beginning of a new year is a great time to make a fresh start. Here are a few simple tips that you can use to make your life a bit less hectic and chaotic.

1. Set a few simple goals!

Don't overwhelm yourself by making a huge list of resolutions and goals that are unrealistic. You also don't have to bite off the whole year. Short term goals are easier to accomplish. Set just one personal goal, one professional goal, and one family goal to accomplish in the first quarter of the year. Then at end of first quarter, you can reassess and do the same thing for the second quarter.

2. Quit time wasters!

In this age of social media, instant access, and over saturation of everything; it is very easy to get distracted by time wasters. What is your time waster? Can you limit the time you spend in the morning catching up on news online? Do you catch yourself scrolling through Face book or twitter and wonder where the time went? Do you double read emails by reviewing them on your smart phone and then also on your computer to respond? Identify the things in your life that you could eliminate or cut back on and stop doing them!

Eliminating time wasters will also free more time up for you to complete the short list of goals you have now set for yourself!

3. Take time for yourself!

Sometimes the best way to be more productive is to take time to stop working and breathe. It is OK to take a 5 minute walk in the afternoon. It is OK to make exercise a priority. It is OK to take an evening off to catch a movie, take your spouse out to dinner, or just relax at home and catch a few episodes of your favorite show on Netflix. It is also OK to take a few minutes to read the eNews and catch up on what's happening with the LPMT Section. It is vital to take time to unplug or recharge. Don't apologize or feel guilty about it.

Wishing you all a happy and productive 2015!

Nyanza Shaw, Chair, LPMT (email)

2. Did You Know . . . Tech Tips?

(a) Tips for iPhone and iPad Users.

Executive Committee member, Peter Brewer, brings us his favorite tips and tricks to make using your iPhone and iPad easier and more efficient.

I-Phone and I-Pad Tips and Tricks

For those of you who, like me, are addicted to my iPhone and iPad, and for the rest of you, who will be, here are a few of my favorite tips and tricks.

This first, and my most favorite, trick is especially handy for alphanumeric passwords, and who among us doesn't encounter those many times a day. As you know, the iPhone and iPad allow you to switch back and forth between the alphabet keypad and the numeric keypad. However, this requires tapping the key in the lower left corner, labeled 123, to switch to the numeric keypad, and then hitting the same key, now labeled ABC, to return to the alphabet keyboard. Let's say you have a typical alphanumeric password that has one or more numbers inserted in a series of letters. First enter the letters and then when you need to insert a number press and hold the 123 key and without lifting your finger from the screen drag it up to the number you wish to insert and then when your finger is on the number, release. It will insert the number and return you to the alphabet keyboard without your having to tap the ABC key to switch keyboards.

Here's another one, but it involves some experimentation because these tricks behave a little differently in different screens, and vary somewhat from the iPhone to the iPad. Many of the punctuation keys give you additional options if you simply hold them down for a moment. For example, when you are in your browser and entering a URL or a search phrase in the search bar, if you hold down the period, or dot, for just a moment several useful file extension options will come up for you, among them .com, .net, .edu, .org, and .us. To insert any of those choices simply drag your finger up to them without lifting it off the screen, and then release your finger when you are over the file extension you want to insert, and presto. It will be automatically inserted and will return you to the alphabet keyboard.

This same idea works somewhat differently in different screens. For example, in the email screen from the numeric keyboard holding down many of the punctuation options will yield more options. Holding down the period, or dot, will give you the choice of one dot, or three dots forming an ellipsis. Holding down the ? will give you the option of a question mark, or an upside down question mark. Same with the exclamation point. Holding down the quotation mark will give you six different options of similar marks. Holding down the & will give you either the ampersand or a section symbol, like this §. Holding down the $ gives choices of symbols for the euro €, the British pound £, the cent ¢, and other symbols. Holding down the forward slash / gives you also the option of a back slash. The - gives some interesting options, and holding down the zero will give you a degree symbol °.

In the new versions of the operating system on the keyboard in the lower left next to the 123 key is an emoticon or Emoji (smiley face) symbol. Holding down the Emoji gives you keyboard options including one for dozens and dozens of Emoji symbols. Once on those pages of symbols, along the bottom are still more symbols taking you to pages and pages of themed dingbats.

In the text message screen dragging any of the text bubbles to the left will show you a timestamp for each of the text messages in view.

If you make a mistake while typing, merely shake your phone and an "Undo Typing" menu will appear from which you can select either cancel or undo. This feature is also used when in Google maps, should you come to a situation where the navigation instructions are not consistent with the reality, shake your phone to alert Google to the bad information.

When in your calendar, turn your phone to landscape and a week view will appear. Swipe to the left or right to take you to days past, or dates in the future.

Is your eyesight not as good as it used to be? Would you like your phone to read your messages to you? Go to settings, choose General, and scroll down to Accessibility. Choosing Accessibility you will find an option for Speech. Select that and you will find several options. The option for Speak Selection will allow you to highlight a block of text and when you select the text an option to have it read to you will appear. But another option, Speak Screen, allows you to merely swipe down with two fingers from the top of any screen to hear the entire contents of the screen read to you. There is also an option in the Speech screen to adjust the speed of the read back.

And I leave you with a most powerful tip. From your homescreen, with all the icons for your apps showing, if you slowly drag the screen down just slightly, the Spotlight Search bar will appear. Enter any information, such as a first name or full name, and it will pull up for you everything on your device that contains your search words. I use an enterprise software that sinks to our server in the office. We have over 6000 entries in our contact database at the office, which means I have more than 6000 contacts on my phone. Going to a letter in the alphabet and then scrolling to the person's name is no longer an option. Thus the Spotlight Search bar becomes an indispensable feature.

About the Author:

Caricature of Peter BrewerPeter 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;;

(b) Protecting Client's Sensitive Data.

Special Advisor to the LPMT Executive Committee and Privacy Expert, Mari Frank, offers simple common sense ways you can protect your client's sensitive data in her article.

Protecting Your Client's Sensitive Data

1) Secure documents and equipment:
  • Lock up documents, files, and storage devices in a file cabinet or office when they're not in use.
  • During the business day, limit access to only the staff with a legitimate need to access the information.
  • Shred what you don't need.  If you no longer have a business need to retain client’s sensitive data, ensure that it's unreadable before you discard it.
  • Use laptop and computer cords and locks to secure them to workstations.
  • When laptops and tablets are used outside of the work environment, be mindful of storing them in a secure and out-of-sight manner.
  • Keep track of where you electronically store or transmit sensitive data and encrypt the data.

2) Secure electronic data:

  • While it's safest to not store your sensitive data on Internet-accessible computers, that may not be practical.
  • Encrypt the sensitive files that you need to send via the Internet and encrypt sensitive information on your computers, storage devices, and email.
  • Assess your password policy, how often do you change the passwords?
  • Implement password-activated screen savers after periods of inactivity, and make sure you have passwords that are at least 12 characters/numbers for sensitive data.
  • Use a secure connection, like Secure Sockets Layer (SSL), to protect credit card or financial data.
  • If you operate a website, be sure to secure your web applications to prevent hacking.
  • Keep only data that you need. Shred documents and electronic files you don't' need.
  • Purchase electronic "wiping" programs to ensure that deleted files are permanently expunged from your hard drive.

3) Be careful with employees:

  • Check references and perform background checks before hiring employees who may have access to sensitive data.
  • Identify which employees have access to sensitive data, and limit access on a need-to-know basis as appropriate.
  • Reward employees for reporting suspicious activity or security vulnerabilities.
  • When an employee leaves the firm, ensure that access to company information is suspended by changing passwords and keys, closing accounts, etc.

4) Secure vendor relationships:

  • Investigate the data security practices of companies that you outsource work to - including Website hosting, payroll, etc. to ensure they are up to best practice standards.
  • Add security safeguard requirements to all contracts with service providers who may deal with sensitive business data, including a clause that they notify of security incidents at their facility - even if the incidents don't compromise your data.

5) Create a response plan:

  • If a computer is compromised, immediately disconnect it from the Internet.
  • Plan who to notify in the event of a breach, including law enforcement, clients, credit bureaus, banks, and other businesses affected by the incident.
  • Consult a privacy attorney to ensure you have done your due diligence in contacting related parties.

About the Author:
Photo of Mari FrankMari Frank is an attorney-mediator in private practice in Laguna Niguel, California. She is a Certified Information Privacy Professional, radio host of Privacy Piracy airing on 88.9 FM in Irvine (, and immediate past Chair of the Privacy Committee of the State Bar Law Practice Management and Technology Section. She is a qualified expert witness on privacy cases, a Fellow with the Ponemon Institute and a member of the Visual Privacy Advisory Council. She may be reached at

3. Did You Know...?

(a) Judicial Council - New Forms/Rules - 2015

The Judicial Council has listed the new and revised Judicial Council forms for 2015, which are now available for download. For those of you who eServe your documents, the Proof of Electronic Service has been revised. Check out the list in its entirety here.

The Judicial Council has also posted summaries of new rule amendments effective January 1, 2015. Rule amendments include changes to mandatory and optional forms, domestic partnerships, service and filing of briefs, extending the time to appeal, and much more. You can read more about these rule changes here.

Source: One Legal Blog, "Judicial Council Implements Changes Effective January 2015," posted by Brooke Greene on December 29, 2014, at 1:57 p.m.

(b) San Francisco County Superior Court - eFiling and eService Is Now Mandatory

Effective December 8, 2014, it is now mandatory to eFile and eServe all civil case types with the exception of Unlawful Detainer and Small Claims matters in San Francisco Superior Court. The mandate pertains only to subsequent filings, and eService is required pursuant to Local Rule 2.10 (P)(1).

Source: California OneSource [publication of One Legal Online Court Services], December 2014, Volume No. 6, Issue No. 12.

(c) Changes in the Law -- 2015

(1) Changes to Fictitious Business Name Statements

The Los Angeles County Registrar/Recorder County Clerk's Office will now require a notarized Affidavit of Identity form to be filed with every Fictitious Business Name Statement. Taking effect on January 1, 2015, all original, refile, and new Fictitious Business Name Statements will need to be accompanied by the new form or they will be rejected.

(2) Businesses Required to Electronically File Tax Returns

Effective January 1, 2015, California Assembly Bill 2754 (AB 2754) requires business entities to electronically file (e-file) their tax returns for taxable years beginning on or after January 1, 2014. Under the new law, the following types of returns must be e-filed:

  • Corporations: Forms 100, 100S, 100W
  • Partnerships: Form 565
  • LLCs: Form 568
  • Exempt organizations: Form 199

If a business entity required to e-file fails to do so, they will be subject to a $100 fine for the initial e-file failure and $500 for each subsequent failure.

According to the State of California Franchise Tax Board, the reason for AB 2754 is to reduce income tax return processing costs and error rates. Exception waivers may be requested if the taxpayer is unable to meet the requirements due to technology constraints, an undue financial burden, or other circumstances that constitute reasonable cause and not willful neglect.

For more on AB 2754 and the changes it implemented, read the bill in its entirety here.

(3) Changes to Existing Forms

As of January 1, 2015, the California Secretary of State (CA SOS) implemented several changes to existing forms pertaining to business entities filed with the CA SOS office. The changes include updates to forms related to limited partnerships, foreign limited partnerships, limited liability partnerships, limited liability companies (LLCs), foreign LLCs, and Certificate of Conversions among other things. Old forms will not be accepted after January 1, 2015. For the new version of the forms, visit the CA SOS Forms Page.

Source of items 3(c)(1) to (3) above: Parasec News Alert, January 2015-March 2015 Issue, a publication of Parasec Global Document Filing & Retrieval (

(4) State holidays: Native American Day

Effective January 1, 2015, Assembly Bill 1973 amended Government Code section 6700, adding the fourth Friday in September as "Native American Day" to the list of California holidays. Because this new state holiday is not excepted in Code of Civil Procedure section 135, it is a non-court day. Read the entire Bill AB-1973.

(5) Employment: Paid Sick Days

Assembly Bill 1522 would enact the Healthy Workplaces, Healthy Families Act of 2014 to provide that an employee who, on or after July 1, 2015, works in California for 30 or more days within a year from the commencement of employment is entitled to paid sick days for prescribed purposes, to be accrued at a rate of no less than one hour for every 30 hours worked. An employee would be entitled to use accrued sick days beginning on the 90th day of employment. The bill would authorize an employer to limit an employee's use of paid sick days to 24 hours or 3 days in each year of employment. Read the entire Bill AB-1522 to learn the requirements that employers will need to follow.

(6) Employment discrimination or harassment: education and training: abusive conduct

Existing law makes specified employment practices unlawful, further requires every employer to act to ensure a workplace free of sexual harassment by implementing certain minimum requirements, and employers with 50 or more employees to provide at least 2 hours of training and education regarding sexual harassment to all supervisory employees, as specified. The training will be provided at least every 2 years. Assembly Bill 2051 would additionally require that the training and education include, as a component of the training and education, prevention of abusive conduct, as defined. Read the entire Bill AB-2053 to learn all the particulars.

(d) Don't let your communication stall your progress as a leader

Dianna Booher discusses why communication fails and offers suggestions to improve the situation in her article:

9 Reasons Communication Fails

If you ever feel like you're just talking to yourself when your employees are supposed to be listening, these issues might be at fault.

By Dianna Booher

Your influence as a leader--to change how someone thinks, improve their job performance, discard a harmful habit, master a challenging situation, restore a broken relationship--can literally save someone's job or career.

But your communication can stall your progress as a leader. Here are nine reasons and ways to improve the situation.

1. Distrust Versus Trust

A speaker or culture can create distrust for any number of reasons. A leader tells outright lies, distorts the truth, covers up problems and information. He or she may blame others for failures, refusing to accept personal responsibility for mistakes and weaknesses. And then there's the problem of inconsistency--in actions, decisions, directions, rewards. On Monday, the goal is X; on Thursday, the goal is Y. People have different standards for rewards. Worse are the moral lapses--what he says doesn't match what he does. Incompetence completes the downhill slide.

So what to do to build trust? Tell the truth. Communicate your reasoning to those you lead. Be approachable. Demonstrate competence. Be hopeful, positive, and confident about the future. Communicate consistently and repeatedly. And make sure your body language underscores trust.

2. Monologue Versus Collaboration

Leaders fail when all the communication is one-directional. Leaders succeed when they create a culture of shared values and goals and collaborate on changes and outcomes.

3. Complexity Versus Simplicity

Leaders fail when they use language to try to impress, to leave loopholes for themselves, and to avoid accountability. More successful leaders cut through the complexity that obscures ideas and priorities and instead use clear language that drives action.

4. Insensitivity Versus Tact

Careless, insensitive, "hot" words offend and sidetrack people from hearing the primary message and accomplishing key goals. Persuasive leaders use precise, powerful, yet tactful phrasing.

5. Achievement Versus Potential

Less successful leaders underestimate the importance of positioning ideas they present to others; they downplay the importance of phrasing, time, delivery, and structure of what they communicate. Successful leaders become students of language and learn to communicate important messages with maximum appeal.

6. Dilution Versus Distinction

Leaders fail when their communication provides so much information that it overwhelms people. Great leaders cut through the clutter; they understand that more is not better, but instead often weakens impact.

7. Generalization Versus Specificity

Generic information does not make a strong impression and is easily forgotten. Strong leaders make their communication meaningful and memorable: specific, relevant, interpreted, and structured to fit the audience, situation, and purpose.

8. Logic Versus Emotion

Logical explanations inform--but rarely motivate. Leaders who think otherwise fail. An emotional appeal persuades. Leaders who speak to both the head and the heart succeed more often than those who take only a "logical," one-prong approach.

9. Distortion Versus Perspective

Leaders who listen only to what is said miss far too much of the "conversation." More successful leaders practice empathy, use silence, understand different points of view and cultures, and read between the lines about what's not said to reveal the real message and produce the best outcome.

Powerful, persuasive communication leads to success--personal success, career success, and organizational success. Communication cultures are created--not wished into existence. Great communicators model the masters, practice the strategies, and measure the results.

About the Author:
Dianna Booher, CEO of Booher Research Institute and an expert in leadership communication, is the author of 46 books, published in 26 languages, with nearly 4 million copies sold. Her latest book, What More Can I Say: Why Communication Fails and What to Do About It, is available at local and online bookstores and

Source: (posted January 5, 2015)

4. News from The State Bar

(a) Public Comment - Attorney Blogging

Proposed Formal Opinion Interim No. 12-0006 (Attorney Blogging) has been posted for Public Comment by the State Bar Standing Committee on Professional Responsibility and Conduct. The opinion interprets Rule 1-400 of the Rules of Professional Conduct of the State Bar of California; and Business and Professions Code sections 6157 - 6158.3

The comment period expires March 23, 2015, at 5 p.m.

Read the proposed opinion and learn more -

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.

(b) 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 revised proposed opinion and learn more -

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

Future Issue

The February 2015 issue of The Bottom Line will contain articles on the following topics:

  • Time Capture (part one of two, by Neil Pedersen), with a self-study MCLE test
  • Litigation Support, by Kevin L. Nichols
  • Creditworthiness, by Ed Poll
  • Technologies to Help You Work Smarter, by Michael Fenger

As always, the eTBL Subcommittee welcomes submissions, as well as ideas for articles. You can send them to or to Section Coordinator, Kristina Robledo (, 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 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

screensjot of State Bar of California Home page

Enter your Member # and Password

screen shot of  My State Bar Profile application

Go to Member ONLY for your 4 Hours of Free MCLE

(b) Tomorrow's Law Firm Today.

Tomorrows Law Firm Today, March 5, 2015, 10 a.m. - 3 p.m.

The San Diego Law Library in partnership with its trusted partners are pleased to present a half-day event covering new strategies and tactics around managing, developing and growing your practice for better response to the changing legal marketplace. The event, Tomorrow's Law Firm Today, will be held on March 5, 2015, 10 a.m. - 3 p.m. Lectures will include Breakout Business Development Strategies; Outsourcing and Duty of Competence in Law; and Office Efficiency in Law. Save the date and learn more as the event draws closer.

(c) What's New for Education

Members, 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. One of Chair Nyanza Shaw's goals this year is to involve more Section members in the activities of the LPMT Section.

REQUEST FOR PROPOSALS/CRITERIA - CALIFORNIA SOLO AND SMALL FIRM SUMMIT The State Bar is soliciting proposals to present a seminar(s) at The State Bar of California CALIFORNIA SOLO and SMALL FIRM SUMMIT (CSS) "Strategic Solutions for Lawyering and Business Management" on June 18-20, 2015. Proposals may be accepted if they address one of the topic areas noted below AND are tailored for an audience of solo or small law firm practitioners and/or their staff. CSS education sessions must be one-hour in length, and presented in one of four (4) tracks (noted below.) Courses may offer MCLE credit, but MCLE credit is not required as the emphasis is given to program content. The programs in the Substantive Law tracks will be scheduled on Friday afternoon and Saturday morning. Program materials are required for all CSS education sessions.

  1. Practice Management (i.e., decision-making, business development/strategies, ethics, working capital, case load management, personnel management/training, building a referral-based business, succession planning, work/life balance, stress management, transitioning careers, and other topics pivotal to the successful management of a law practice)
  2. Economy: Emerging Practice Areas (i.e., courses addressing "up and coming" practice areas in which solos may or should focus their practice)
  3. Substantive (i.e., courses addressing a substantive law area common in a solo practice (both fundamental and advanced level), such as Bankruptcy, Estate Planning, Family, Tax, Real Estate, other topic especially suited to a solo practitioner)
  4. Technology (i.e. encompassing both computer application training or technology that supports the day-to-day running of a practice, to e-filings and other electronic legal research)

If you are interesting in submitting a proposal, please contact the Chair of the LPMT Education Committee, Kurt Obermeyer at or to receive submissions forms and additional information. FORMS MUST BE SUBMITTED BY FEBRUARY 23, 2015.

(d) 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) 2015-2016 Executive Committee

Recruitment of men and women to serve on the Executive Committee for the Law Practice Management and Technology Section is in progress. Obtain more information for the 2015-2016 committee appointments and the 2015-2016 application forms (Word and PDF) at Applications are due February 2, 2015.

Calling all LPMT Section members: Consider serving on your Section's Executive Committee. Lend your expertise and be a part of the leadership team which provides education opportunities (webinars and in-person programs), articles for The Bottom Line and eNewsletter, technology tips, etc., for the Section members.

For more information, contact: Chair Nyanza at or Prashant Kumar, Chair of the Recruitment Subcommittee at

(b) Introducing and Welcoming Our Newest Members to the LPMT Executive Committee

Photo of Donna W. LowDonna W. Low, Managing Partner, of Low McKinley Baleria & Salenko, LLP, Sacramento, California (phone: 800-836-3659; fax: 916-231-2399; email: was appointed to the LPMT Executive Committee in September 2014 for a 3-year term. Ms. Low is already contributing to the LPMT Section with an article that appeared in the December 2014 issue of The Bottom Line entitled, Protect Your Firm from Disqualification: Screen New Employees. The article was co-authored by Ms. Low and John D. Sager, Esq. Learn more about Ms. Low below.

Practice Areas:

Civil Trials, Insurance Defense, Medical Malpractice, Elder Abuse, Personal Injury, Products Liability; defends physicians, hospitals and other health care providers in professional liability and licensing matters in Northern and Central California

Bar Admissions: State Bar of California, 1990

Affiliations: Fellow of the Litigation Council of America; Diplomate of the American Board of Professional Liability Attorneys; American Bar Association; Sacramento Bar Association; Defense Research Institute; Defense Council of Northern California; California Medical Legal Committee; American Association of Critical Care Nurses

Recognition: Super Lawyer in Northern California (2014); Lexis Nexis of Register of Preeminent Women's Lawyers; Top-rated Attorney in Healthcare Law (The Recorder)

Presentations: Ms. Low has lectured and published on a broad range of subjects in the medical-legal context. She has presented accredited programs to physicians on behalf of the Accreditation Council for Continuing Medical Education and has presented several accredited programs to attorneys which were sponsored by Continuing Education of the Bar. Ms. Low has lectured to staff of acute care hospitals and long term care facilities on issues ranging from effective communication, patient hand offs, documentation and risk management strategies.

(c) Executive Committee Members - What are they doing?

1. Nyanza Shaw Joins Firm.

Chair Nyanza has joined Kulik Gottesman & Siegel LLP as Of Counsel. Ms. Shaw brings over sixteen years of experience as a transactional attorney serving clients in the areas of entertainment, intellectual property, business law and general corporate transaction to the firm. Prior to joining the firm, Ms. Shaw was principal of her own boutique entertainment and business firm, Shaw Esquire, for over 10 years. Ms. Shaw stated, "I feel very fortunate to be joining a firm that is highly regarded for its professional excellence and strong reputation in the legal community. This move gives me the opportunity to better serve my current and future clients by being associated with a great team of attorneys. I look forward to contributing to the expansion of KGS into new practice areas."

2. Ed Poll in LA Daily Journal

Ed Poll, a law practice management consultant at LawBiz Management, was quoted in an article which appeared in the LA Daily Journal, Thursday, January 15, 2015. The article discussed the fire which damaged the Los Angeles office of Lewis Brisbois Bisgaard & Smith LLP last month, and their recovery from such disaster. Because of the advanced emergency preparedness, Lewis Brisbois, resumed operations within hours and had moved into new office space within 30 days of the fire. Mr. Poll is quoted as saying "Generally speaking, law firms pay too little attention to disaster preparedness and recovery planning." He also stated that, "The larger law firm has more resources to address this issue (disaster preparedness). A small law firm, whenever they address this issue, they are taking away from billable time." He goes on to state, "Disaster preparedness is great, but the real issue is recovery planning. How can you get back on the road as quickly as possible with the least amount of damage?"

Mr. Poll is a former Executive Committee Chair, Special Advisor, and long-time contributor to the LPMT Section.

(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 (

(e) Opening, Growing and Managing a Law Office

Opening 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

CEB Discount Program for Section MembersContinuing 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.

10. Acknowledgments

Special thanks to those who have contributed to the January 2015 issue of the eNews -- Peter Brewer, Perry Segal, Nyanza Shaw, Mari Frank, Annie Parrish, Michael Fenger, Cynthia Mascio, Larry Meyer, and Patty Miller.

Contact Us

Law Practice Management and Technology Section
The State  Bar of California
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San Francisco, CA 94105
FAX 415-538-2368

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