Law Practice Management and Technology Section

News from the Section

  1. New LPMT Section Member Benefit! 4 Hours of Free MCLE in Legal Ethics in 2014
  2. Did You Know . . . Tech Tips?
    (a) Worldox - Using Projects
    (b) Mobile Apps
  3. Did You Know . . . ?
    (a) Time Management Tip - Your Phone
    (b) Civility-Addition to California Attorney Oath
    (c) Guide to Privacy Policies
    (d) A New Scam Targets California Business Entities
    (e) Lawyers Can Scour Jurors' Social Media Sites
    (f) California Jurors - Live Tweeting Trials
    (g) New California Laws (effective 7/1/14)
  4. The Bottom Line/eTBL
  5. Inside the State Bar Website-Public Comment
  6. Educational Opportunities
    1. Webinar: Technology Tips for Presenting Your Case at Trial, Wednesday, July 30, 2014, 12 noon - 1 p.m.
    2. Seminar Replay: 24 Free Legal - Related Websites in 60 Minutes, Thursday, August 14, 2014, 12 noon - 1 p.m.
    3. Webinar: Technology Tips for the Litigator on Using Adobe Acrobat, Wednesday, October 1, 2014, 12 noon - 1 p.m.
  7. Executive Committee News
  8. State Bar Annual Meetings
  9. Benefits for Members
    (a) New Benefit for Members -- TechnoLawyer
    (b) Benefits Still Available for Members

1. 4 Hours of Self-Study CLE in Legal Ethics -- Complimentary for Members of the LPMT Section!

As a 2014 benefit of Section membership, we are pleased to offer four hours of MCLE credit in the field of Legal Ethics. That's enough to fulfill the Ethics requirement.

The Section thanks you for your membership!If you were purchasing these courses individually in our Online Catalog, they would cost $140 -- so that's your Section membership more than paid for, and then some!

Just watch these programs, and keep a record of having done so in the event you're audited for MCLE compliance.

You can access these programs and the accompanying written materials any time this year in the Members Only Area.

The programs are:

  • Avoiding the State Bar Disciplinary System
  • Client Trust Accounting Fundamentals
  • Ethical Implications for Lawyers in Cyberspace and Social Media
  • Ethics and Civility: Want an Extension? Forget about It!

2. Did You Know . . . Tech Tips?

(a) Worldox - Using Projects

Special Advisor, Neil Quateman, provides a tech tip using the feature in Worldox called Projects:

Can You Fool Your Document Management System?

Document management systems tightly control the folder structure on your computer system. Sometimes users want to keep a group of documents of their choice in a single place, very much like a file folder. A feature in Worldox that can accommodate this request is called Projects. Projects can be set up in a variety of ways (e.g., Projects by Client or Projects by User).

The easiest way to begin using Projects is to create a new Profile Group. If you need help getting started on the feature, you can work with your Worldox consultant, contact World Software tech support, or review the guides that come with Worldox. The guides can be found in a folder called Guides which is under the Worldox program folder on your network. There is an initial discuss of the Projects feature in the Worldox GX3 Pro User Guide 1 v1.1

About the Author: Neil Quateman is the founder of Beyond Management LLC in Los Angeles, California. The firm provides software support and training for law firms. Neil has been a voting member, and is currently serving as a special advisor on the executive committee of the Law Practice Management and Technology section of the State Bar of California. He can be reached at, or 310-746-2343.

(b) Mobile Apps

Executive Committee member, Neil Pedersen, has alerted us to a great article on mobile apps. Orange County Lawyer, the monthly publication of the Orange County Bar Association, contained a Tech Tip article in their July 2014 issue, titled "Eleven Great Free Mobile Apps for Attorneys that Were Not Designed for Attorneys." The article by attorneys, John F. O'Rourke, Patrick Soon, and Rebecca Bellow, of WHGC, a law firm specializing in intellectual property and international law, discusses mobile apps which could be very helpful to an attorney, even though not specifically made for the practice of law. The best part is the apps are free - three of the apps are described below:

Cardmunch (Business Card Organizer: Cardmunch is owned by LinkedIn. Just take a photo of a business car with your smartphone, and this app creates a LinkedIn connection. Every business card you submit is transcribed and edited by living human beings for accuracy. Then, you can flip through all of your stored business cards for easy access to your contacts. Just make sure that, before you hand someone his or her card back, you explain that you had digitally stored his or her card. Otherwise the person may be highly offended! Cardmunch, (last visited May 23, 2014)

Availability:  iPhone
Alternatives:  CamCard

Pocket (Reading Management): Previously known as "Read It Later," Pocket allows you to save an article, video, or web page and view it offline later. This means that lawyers can continue researching or reading while on their commute or waiting for the courtroom to open. But if you are reading something humorous, don't laugh out loud. Your client might misunderstand and think that you are reading their pleadings and find them to be hilariously unbelievable. Pocket, (last visited May 23, 2014).

Availability:  iPhone
Alternatives:  Instapaper; Readability

Opentable (Reservation Assistant): Few things are more important to busy counselors than a good meal after a hard day in court - especially if the client is paying. With this free app, it's a piece of cake to make a lunch or dinner reservation. This can be especially useful when you are traveling in rough, unfamiliar neighborhoods (like Malibu or Beverly Hills). Find available tables at over 20,000 restaurants, including eateries in Canada and Mexico. Opentable, (last visited May 23, 2014).

Availability: Android; iPhone

Source: Orange County Lawyer, July 2014 Issue, a publication of The Orange County Bar Association; You will also find the complete article posted on the website for WHCG, P.L.C. (

3. Did You Know . . . ?

(a) Time Management Tips 

Executive Committee Member, Neil Pedersen, brings us another time management tip, from "Ten Steps to Better Time Management for Busy Lawyers," part of the curriculum for his law practice management class at Western State College of Law. The fourth segment offers tips for efficient paper handling.

Managing your Phone to Make Yourself more Efficient

By Neil Pedersen

This installment of Time Management Tips addresses the single greatest efficiency tool, and single greatest time drainer, in an attorney's practice - the telephone. Time management at its essence is protecting your most valuable asset - your time. The cornerstone to effective management of your time is to not allow someone else to wrest control of your time from you. You cannot manage that which you do not control. The phone has the ability to demand your immediate attention if you allow it, thereby defeating any attempts by you to determine what you wish to do with any particular block of time. This dynamic requires that attorneys who wish to effectively manage their time find ways to maintain control in spite of the ring of the phone. This note offers some ways to do just that.

Tip #1: Don't answer your own phone directly

If you answer the phone without a filter of a receptionist, secretary or voicemail, you are empowering every person with your phone number with the ability to manipulate and control your most valuable asset. Such a practice guarantees interruptions. Interruptions guarantee lost time. Many calls that come to you will be interruptions you would never have allowed had you known the content. Cold call salespersons, charity solicitors, opposing counsel, even bill collectors, may have a place in your day, but not when you have other important things planned. If you pick up your phone directly without a filter, these people and more will steal away your very limited most valuable asset.

Tip #2: Don't take every call when it is received

Even if you have weaned yourself off answering the phone directly, you need to avoid taking every call when it is received. The nature of time management is that you are intentional about where you spend your time based on your priorities. Allowing someone else's timing for a communication to trump your plan is the antithesis of time management. Certainly there are times when taking the call right away is your priority. However, as discussed further herein, if the communication can wait, and you are engaged in planned activity that might take more time if you are interrupted, do not take the call at that time simply because someone else chose to call you then. Being very responsive to clients and others is a great attribute for an attorney. However, you can be very responsive and still not answer the phone whenever it rings. Timely return calls or other forms of response can still garner you a reputation of responsiveness.

Tip #3: Encourage the liberal use of voicemail

Voicemail is a powerful efficiency tool. It is an effective filter that allows you to learn substantive content of calls before you engage. It allows you to decide how best to respond where voice communication may or may not be the optimal response. It allows you to prepare for a call before engaging in it. Through your staff or your voicemail message itself, encourage the caller to provide more than simply a name and a return number. The more information you learn in a voicemail message, the more effective the tool becomes.

Tip #4: Use voicemail whenever it is feasible

Similarly, unless there are good reasons not to do so, use other person's voicemail system in a way to create efficiencies. Leaving more than just your name and return number can assist your effort to be more efficient. Sometimes you can remove the need for a return call altogether by leaving a more lengthy substantive message. In other situations, you can assure the target of your call is prepared to discuss the issues you wish to raise by providing a detailed head's up in the voicemail message you leave. At the very least, to avoid lengthy games of phone tag, inform the target of the best time to call you back.

Tip #5: Batch return calls into defined, planned parts of your day

As is a common theme in this series, time management involves you taking control of your most valuable asset and planning its use in a manner most favorable to you. A good way to control the phone is to create a day plan that includes defined periods of time during the day to return calls. A common day plan could include two or three defined periods of time during the day where you plan to return calls in order of their priority. By doing so, you control when the phone will be used rather than the phone dictating your use of time. Such a plan can still allow you to return a call within a mere couple hours of its making, thereby being responsive. In fact, such a plan can facilitate such responsiveness.

Tip #6: Avoid telephone tag games by scheduling calls

A good amount of time is wasted where busy people, trying to speak, end up engaged in lengthy games of phone tag. Each time a call is generated time is taken to find the number, dial it, wait for the voicemail, and leave yet another message. A far more superior way to deal with this situation is scheduling calls. Now, a large percentage of my phone calls are scheduled calls. I spend far less time playing phone tag. This works especially well where you use a filter like a receptionist or secretary. However, it can work in conjunction with one of the above approaches - namely leaving a scheduled time to talk on a voicemail message.

Tip #7: Recognize when return calls are not required, but can be responded to by other more efficient means

In Pavlovian response to a phone message, we pick up the phone to respond. From a time management point of view, a phone call may not always be the ideal method of response. Consider that under some circumstances, responding to a voice message with an email would be more efficient. In other cases, a letter or fax might be better. In still other cases, no response may be best. Recognize that voice communications, while better to understand tone, attitude, and other nuanced forms of communication, may also involve more time than a simple responsive email. Think about your method of response as part of your taking charge of your most valuable asset.

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

(b) Civility: Addition to California Attorney Oath

Ed Poll reported that the California Supreme Court has adopted Rule 9.4 of the California Rules of Court. The rule, which modified the lawyer's oath of office, became effective on May 23, 2014, and applies only to lawyers sworn in subsequent to June 2014. The oath still begins with "I solemnly swear (or affirm) . . .", but now ends with newly added language: "As an officer of the court, I will strive to conduct myself at all times with dignity, courtesy, and integrity."

This is the first change in the attorney oath in over 140 years. California is not the first state to implement this type of change. Fifteen states now have some civility component in their attorney oaths and others are actively taking steps to do the same. Former State Bar President, Patrick Kelly, said the new oath will also serve as a reminder to all lawyers to adhere to principles of professionalism. Mr. Kelly also points out, "you can stand your ground where necessary in a courteous, professional way. He believes those who practice civility are "a much more worthy and serious opponent in any dispute."

[Sources: LawBiz® Tips - Your Practical Guide to Profit™ (week of June 24, 2014, issue), Article: Civility: New Addition to California Oath, by Ed Poll; and Santa Cruz County Bar Association Newsletter (July/August/September 2014 issue), Article: How Our Attorney Oath Got Changed, by attorney Fred Ebey of Grunsky, Ebey, Farrar & Howell, APC.]

(c) Guide on Privacy Policies

In May 2014, California's Attorney General Kamala D. Harris issued a series of recommendations for businesses that directly address recent changes to California privacy law. The guide, Making Your Privacy Practices Public, provides businesses with an up-to-date resource to craft a useful, transparent privacy policy for consumers. Learn more by reading the press release from the Attorney General's Office and print the guide: Share on print.

We previously brought to your attention the guide, Cybersecurity in the Golden State, issued in February 2014 by the Attorney General's Office to help businesses protect against and respond to the increasing threat of malware, data breaches and other cyber risks. Click here to view the guide.

(d) A New Scam Targets California Business Entities

Parasec Global Document Filing & Retrieval announced that several of their clients have recently received official-looking documents from an entity called California State Corporations. The documents imply that entities are required to complete the paperwork and return it along with a $49.50 fee for obtaining a Certificate of Status. The truth is, business entities are not required to obtain a Certificate of Status with the California Secretary of State (CA SOS); however, if a copy is needed by the business, the state only charges $15 for the first certificate and $5 for each additional certificate - NOT the $49.50 this scam asserts. Furthermore, the scam claims that obtaining the document will take seven to 10 business days, when turnaround times are currently only 24 to 48 hours. To read the official alert from the CA SOS, go here.

Source: Parasec Alert, July-September 2014 Issue, the online newsletter of Parasec Global Document Filing & Retrieval;

(e) Lawyers Can Scour Jurors' Social Media Sites

On April 24, 2014, the America Bar Association's Standing Committee on Ethics and Professional Responsibility issued Formal Opinion 466, Lawyer Reviewing Jurors' Internet Presence. The ABA says it's ethical for lawyers to scour online for publicly available musings of citizens called for jury service and even jurors in deliberations. But the ABA does warn lawyers against actively "following" or "friending" jurors or otherwise invading their private Internet areas. Read the entire opinion to learn more: Formal Opinion 466: Lawyer Reviewing Jurors' Internet Presence (April 24, 2014).

It should be noted that the California State Bar has not addressed the issue, nor adopted the ABA's Model Rules of Professional Conduct on which the ABA formal opinions are based. The rules are not binding but serve as models that can be adopted or modified.

Source: American Bar Association;

(f) California Jurors Won't Face Criminal Charges for Live-Tweeting Trials

Jurors who live-tweet trials and research their cases online will no longer face criminal charges.

On July 8, 2014, Gov. Jerry Brown signed AB 2683 repealing a law that made it a misdemeanor to disobey a judge's order to stay off electronic devices during a trial.

Jurors who can't keep away from their phones when ordered to could still face civil contempt of court penalties.

The 2011 law (AB 141) was prompted by a string of cases that were derailed by jurors who posted on social media.

But a group that represents California courts says criminalizing the conduct threatened jurors' constitutional rights against incriminating themselves if judges questioned them.

That made it harder for judges to question jurors about using electronics. Democratic Assemblyman Ken Cooley of Rancho Cordova introduced AB 2683 to fix the problem. Read the bill.

Source: (Sacramento CBSNews)

(g) New California Laws

The following laws relate to employment issues and were adopted by the 2013 Legislature, with an operative date of July 1, 2014:

  • SB 770, c. 350 (Jackson): Unemployment compensation, disability benefits, paid family leave. Beginning on July 1, 2014, expands the scope of the family temporary disability program to include time off to care for a seriously ill grandparent, grandchild, sibling, or parent-in-law, as defined. Would also make conforming and clarifying changes in provisions relating to family temporary disability compensation.
  • AB 10, c. 351 (Alejo): Minimum wage annual adjustment. Increases the minimum wage, on and after July 1, 2014, to not less than $9 per hour. Also increases the minimum wage, on and after January 1, 2016, to not less than $10 per hour.
  • AB 218, c. 699 (Dickinson): Employment applications, criminal history. Requires that state and local agencies determine a job applicant's minimum qualifications before obtaining and considering information regarding the applicant's conviction history on an employment application.

[Source: LIS News and Notes dated July 9, 2014, by Legislative Intent Service, Inc.;]

4. The Bottom Line/eTBL

Future Issue

The August 2014 issue of The Bottom Line will contain the following informative articles and columns:

MCLE CREDIT (1 hour self-study credit-ethics):

Ethics and Settlement: Successful Negotiations and Mediation in Your Practice, by Mari Frank, Esq.

True Mobility Solutions, by Doug Hafford

Beyond the Status Quo: Status Reports, by Ed Poll, Esq.

The Evolution: Strategic Advisor and Strategic Advocate by Lee Kanon Alpert, Esq.

Columns: Chair's Message and Coach's Corner

Submit articles for publication in The Bottom Line 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 Area 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 (

5. Inside the State Bar Website

(a) Invitation to comment on judicial ethics opinion regarding small gifts.

The California Supreme Court Committee on Judicial Ethics Opinions is inviting the public to comment on a draft advisory opinion that gives judges guidance on accepting small gifts. The draft opinion advises that small value items such as gift cards and baseball caps are gifts under the Code of Judicial Ethics and may not be accepted if they are offered by a party who has or is likely to appear before the judge, if it creates a perception of influence or favor, or if the gift giver would reasonably believe it would give him or her an advantage. The opinion notes that items of little or nominal value that are not otherwise banned may be accepted under the ordinary social hospitality exception.

The draft opinion and invitation to comment are posted on the committee's website. The deadline to comment is August 8, 2014.

Comments may be submitted using an online comment form, by email to, or mailed to Nancy Black, committee counsel, The California Supreme Court Committee on Judicial Ethics opinions, 350 McAllister St., San Francisco, CA 94012.

(b) The State Bar is seeking public comment on the following items being proposed by the State Bar Standing Committee on Professional Responsibility and Conduct.

(1) Proposed Formal Opinion Interim No. 12-0004 (In Rem Bankruptcy Conflicts)

Proposed Formal Opinion Interim No. 12-0004 considers: If an attorney represents an individual as a debtor in a simple, no-asset Chapter 7 bankruptcy filing, while simultaneously representing one or more of the individual's creditors in unrelated matters, is the attorney required by rule 3-310(C)(3) to obtain informed written consent from both parties? The opinion interprets rules 1-100, 1-650, 3-310 and 3-500 of the Rules of Professional Conduct of the State Bar of California; and Business and Professions Code section 6068(m). The opinion digest states: Simultaneous representation of a debtor in a simple, no-asset Chapter 7 bankruptcy filing and that debtor's creditors in unrelated matters does not create adversity triggering the informed written consent requirement of rule 3-310(C)(3), provided that the engagement is limited and certain intake procedures are employed to ensure that the Chapter 7 proceeding in which the attorney is involved is an in rem proceeding that focuses on the orderly distribution of the debtor's assets and the discharge of debts. Learn more: Proposed Formal Opinion Interim No. 12-0004

DEADLINE: 5 p.m., September 3, 2014

Angela Marlaud

The State Bar of California
180 Howard St.
San Francisco, CA 94105-1639
Phone: 415-538-2116
Fax : 415-538-2171

(2) Proposed Formal Opinion Interim No. 12-0001 (Disclosure of Confidences at Motion for Withdrawal)

Proposed Formal Opinion Interim No. 12-0001 considers: What information may an attorney ethically disclose to the court to explain her need to withdraw from representation - particularly in the face of an order to submit to the court, in camera or otherwise, the substance of the attorney-client communications leading to the need to withdraw?

The opinion interprets rules 3-500, and 3-700 of the Rules of Professional Conduct of the State Bar of California; and Business and Professions Code sections 6068(b), 6068(e)(1), and 6103.

The opinion digest states: An attorney may disclose to the court only as much as is reasonably necessary to demonstrate her need to withdraw, and ordinarily it will be sufficient to say only words to the effect that ethical considerations require withdrawal or that there has been an irreconcilable breakdown in the attorney-client relationship. In attempting to demonstrate to the court her need to withdraw, an attorney may not disclose confidential communications with the client, either in open court or in camera. To the extent the court orders an attorney to disclose confidential information, the attorney faces a dilemma in that she may not be able to comply with both the duty to maintain client confidences and the duty to obey court orders. Once an attorney has exhausted reasonable avenues of appeal or other further review of such an order, the attorney must evaluate for herself the relevant legal authorities and the particular circumstances, including the potential prejudice to the client, and reach her own conclusion on how to proceed. Although this Committee cannot categorically opine on whether or not it is acceptable to disclose client confidences even when faced with an order compelling disclosure, this Committee does opine that, whatever choice the attorney makes, she must take reasonable steps to minimize the impact of that choice on the client. Learn more: Proposed Formal Opinion Interim No. 12-0001

DEADLINE: 5 p.m., September 3, 2014

Angela Marlaud

The State Bar of California
180 Howard St.
San Francisco, CA 94105-1639
Phone: 415-538-2116
Fax : 415-538-2171

The LPMT Executive Committee's subcommittee continues to monitor the items that are sent out for public comment and determine if a response on behalf of the LPMT Section is warranted. If you feel the Section should weigh in on any proposed changes, do contact the LPMT Executive Committee (

6. Educational Opportunities

(a) Webinars

Webinar: Technology Tips for Presenting Your Case at Trial

Wednesday, July 30, 2014, 12 noon - 1 p.m.

This program offers 1 hour participatory MCLE credit. You must register in advance in order to participate.

Learn about Presentation Alternatives and their advantages/trade-offs, equipment for presenting in court, trial presentation software, getting past objections to the use of visual presentations, and cost recovery for trial presentation.

Speaker: Michael Kelleher is a registered patent attorney and partner at Cogent Legal (, a litigation graphics and trial strategy firm based in the San Francisco Bay Area. Michael was formerly a litigation partner and head of the intellectual property practice at Folger Levin & Kahn where he litigated for 16 years. After leaving Folger Levin & Kahn, Michael served as general counsel for DS-IQ, an advertising technology startup. Michael is the editorial consultant for the LexisNexis Matthew Bender Practice Guide: California E-Discovery and Evidence.

Seminar Replay: 24 Free Legal - Related Websites in 60 Minutes

Thursday, August 14, 2014, 12 noon - 1 p.m.

This program offers 1 hour participatory MCLE credit. You must register in advance in order to participate.

Learn how to locate and use 24 free legal-related websites that help to streamline firm activities and conduct legal research. The instructor will identify productivity tools as well as alternatives to using (or having to pay for) legal research services.

Speaker: Bret N. Christensen

Webinar: Technology Tips for the Litigator on Using Adobe Acrobat

Wednesday, October 1, 2014, 12 noon - 1 p.m.

This program offers 1 hour participatory MCLE credit. You must register in advance in order to participate.

Learn about Litigation power user tips for Adobe Acrobat Including creating PDFs, editing PDFs, annotating PDFs, Bates Numbering, redacting, E-briefs, and hyperlinking.

Speaker: Michael Kelleher is a registered patent attorney and partner at Cogent Legal (, a litigation graphics and trial strategy firm based in the San Francisco Bay Area. Michael was formerly a litigation partner and head of the intellectual property practice at Folger Levin & Kahn where he litigated for 16 years. After leaving Folger Levin & Kahn, Michael served as general counsel for DS-IQ, an advertising technology startup. Michael is the editorial consultant for the LexisNexis Matthew Bender Practice Guide: California E-Discovery and Evidence.

(b) 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. Several articles from past issues of The Bottom Line have been placed in the Online CLE catalog and offer MCLE self-study credit.   See LPMT Webinars or LPMT Self-Study Tests.

(c) Members, join us in planning future webinars.

Let Education Committee know what topics or subject matters you want to have covered in future webinars? Please provide your thoughts and suggestions to the Executive Committee (

7. Executive Committee News

(a) 2014-2015 Officers and New Voting Members

Officers of the LPMT Executive Committee for 2014-2015 will be announced in the September issue of the eNewsletter. The new voting members selected to serve on the Executive Committee will also be introduced.

(b) Executive Committee Members

(1) Heather Edwards was recently elected as the Executive Secretary of Legal Secretaries, Incorporated (LSI). Heather is currently serving as a voting member (public member) to the LPMT Executive Committee and previously served as a liaison from LSI. Congratulations and best wishes to Heather as she continues serving LSI in a leadership role!

(2) Ed Poll, a special advisor to the LPMT Executive Committee, and former Chair, reports that he is in recovery mode from his surgery. He is back on the bike, though not yet "on the road." We wish him a speedy recovery!

(3)  Anne Bernardo from Visalia was reappointed by Governor Brown to the California Library Services Board.  Anne is the Director of the Tulare County Public Law Library, and is currently serving on the LPMT Executive Committee as the liaison from California’s Law Libraries, representing the Council of California County Law Libraries (CCCLL).  Congratulations and best wishes to Anne as she continues to serve on the Library Services Board.

(c) Opening, Growing and Managing a Law OfficeOpening 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.

(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 (

8. State Bar Annual Meetings

The following dates and locations have been scheduled for future Annual Meetings of The State Bar of California:

The State Bar of California 87th Annual Meeting, September 11-14, 2014, Grand Hyatt San Diego

The State Bar of California 87th Annual Meeting
September 11-14, 2014
San Diego, California

Annual Meeting PreviewYou can now REGISTER ONLINE for the Annual Meeting.
Early-bird Pre-Registration Deadline (Save $100): August 13

The State Bar of California returns to San Diego for the 2014 Annual Meeting. The new meeting logo “My Annual Meeting” simply states that this is your annual meeting: an event for legal professionals that blends business, education, entertainment and the opportunity to meet and engage with law professionals from throughout California.

The four-day meeting will showcase an education agenda consisting of 143 MCLE seminars covering a variety of substantive topics, legal technology, access to justice, UPL, attorney advertising, and other key areas of interest.

The Annual Meeting Preview is now online! Be sure to see Special Events for information about luncheons, social events, the California Women Lawyers Annual DinnerAnnual Exhibit Show62st Annual Bench & Bar Art ExhibitConference of California Bar Associations (CCBA), and Sponsorship and Advertising Opportunities. See Hotel and Travel for information about the Annual Meeting hotels, airline and rental car discounts.See the schedules for individual days for a chronological list of all programs, with descriptions: Schedule for ThursdaySchedule for FridaySchedule for SaturdaySchedule for Sunday.

The LPMT Section will again be presenting its popular workshops discussing technology, law practice management, ediscovery, privacy issues, etc. The workshop schedule will be announced in a future eNewsletter. Stay connected at the Annual Meeting on Twitter #CalBarAM14. The Section is presenting:

Program Number and Date/Time

Program Title


Program 7
Sept. 11, 2014
11 a.m. - 12 noon

Ethics and Settlement: Successful Negotiations and Mediation in Your Practice
Speaker: Mari Frank
CLE: 1.0 hour of which 0.5 hour applies to legal ethics

Are you ever frustrated with opposing counsel for unethical practices in negotiation or mediation? This program will cover the ethical responsibilities when engaging in negotiations and mediations to achieve a fair settlement.

Program 63
Sept. 12, 2014
2:15 p.m. - 3:45 p.m.

The National Security Agency and Attorney Confidentiality: How to Protect Your Clients
Speaker: Perry Segal
CLE:  1.5 hours of which 0.5 hour applies to legal ethics

The National Security Agency (NSA) has been heavily featured in the news. While the agency collects our data, how does it use it? This program will address the NSA's data collection and the unique challenges it presents to lawyers. Learn how to protect yourself and your client's confidence.

Program 84
Sept. 13, 2014
8 a.m. - 9 a.m.

Evolving Your Solo Law Practice: Daring to Become a Firm
Speaker: Peter Brewer
CLE: 1.0 hour

This program will take you through all the considerations of branching out from solo practice, from reasons why and why not, to potential benefits and drawbacks of a firm. Panelists will cover what types of legal entities, legal aspects of financing, alternatives to firm life, and a host of other issues to weigh and consider when moving from a solo to law firm owner.

Future Annual Meetings

2015: October 8-11, Anaheim
2016: September 29-October 2, San Diego

9. Benefits for Members

TechnoLawyer(a) New Benefit for Members -- TechnoLawyer

The Executive Committee is pleased announce its newest benefit for LPMT Section members.

We'd like to share some good news. The LPMT Section has added a new member benefit for you worth $100 -- a free one-year TechnoLawyer Archive subscription.

TechnoLawyer is an award-winning network of email newsletters for lawyers and law office administrators. TechnoLawyer's newsletters cover law office management, legal technology, law firm marketing, and litigation practice.

Searching everything TechnoLawyer has published to date requires a paid subscription to the TechnoLawyer Archive. This searchable web archive contains more than 14,500 newsletters and counting, including thousands of legal product reviews unavailable elsewhere.

A one-year TechnoLawyer Archive subscription costs $100 for most people.

But not for you.

Effective immediately, you and your fellow members can obtain a free one-year TechnoLawyer Archive subscription. You don't have to provide any payment information such as a credit card.

To find out how to take advantage of this offer, see Special Offers and Discounts in our Members Only Area.

Once you've signed up, you'll receive an email message with the link to the TechnoLawyer Archive and some tips so that you can immediately start searching

If you are already a subscriber to TechnoLawyer, and would like to take advantage of this offer to access the TechnoLawyer Archive, please send an email to

(b) Benefits Still Available for Members

For detailed information about these benefits, go the Members Only Area under Special Offers and Discounts.

1. TechnoLawyer Free one-year subscription to TechnoLawyer Archive

2. MyCase web-based practice maangement software


3. Receive your complimentary copy of Dangerous Law Practice Myths, Lies and Stupidity now from Abacus Law

Abacus Law

4. Avvo Ignite is a new comprehensive, cloud-based marketing automation and website suite offered by

Avvo Ignite

5. TERIS state-of-the-art technologies for ediscovery


6. Clio -- Practice Management Simplified


7. Time59 -- Web-based time and billing software designed for solo lawyers


8. Lexology: Timely law-related articles brought to your inbox daily.


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