Law Practice Management and Technology Section
News from the Section
Special thanks to the following Executive Committee members for contributing to this eNews: Tangela Terry, Neil Quateman, Neil Pedersen, Mari Frank, Cynthia Mascio, Andrew Elowitt, and Patty Miller.
1. Chair's Message
Welcome to the November issue of the LPMT eNews. My name is Tangela Terry, and it is my pleasure to serve as LPMT Chair for the 2013-2014 bar year. As usual, this issue of the eNews is filled with very useful information that can help you run your law practice more efficiently, and we have also included legislative updates that if your practice area is labor and employment or immigration are must reads. For those of you who use Timeslips, Neil Quateman discusses new features that are available in Timeslips 2014. And then there is time management, as attorneys we often find that we do not complete the tasks that we have planned to complete for the day. We often find ourselves spending most of our day answering emails, phone calls, etc. Well, Neil Pedersen has a solution, please read his article, “Make a List, Work the List.” Do you have an overflowing inbox like me? If the answer is yes, Julie Fleming has an answer, be sure to read her article, “Efficient Email Processing (So You Can Get to the Real Work!).” For civil practitioners, Mari Frank’s article on winning your case through mediation is a must read.
Congratulations to past chair of the LPMT Executive Committee, Carole Levitt who was recently awarded the 2013 LPMT Lifetime Achievement Award.
I would like to encourage you to get more involved, we are always looking for articles for our two publications, The Bottom Line and the E-News. Interested in serving in a leadership capacity? Consider applying for a position on the Executive Committee, the application deadline is February 1, 2014 (click here to read more about the appointments process http://cc.calbar.ca.gov/).
Happy Holidays to you all!
Tangela D. Terry, Chair, LPMT
2. Did You Know . . . Tech Tips?
Special Advisor, Neil Quateman, discusses a new feature in Timeslips 2014:
Timeslips 2014 offers new options to display your time entries
A new feature in the most recent release of Sage Timeslips 2014 can be useful to those attorneys that make their own time entries into the billing system. It is now possible to modify the Slip List. The user can choose which fields to display, they can make the list more compact (one line instead of two per entry), and can display time in decimal instead of hours and minutes. These changes are made by clicking on the List Appearance Options icon, which is at the bottom of the Slip List icons.
The format of the Timeslips Slip List from prior versions:
Example of a new format available in Timeslips 2014:
Neil Quateman is a special adviser on the LPMT Executive Committee, and can be reached at 310-746-2343.
3. Did You Know . . . ?
(a) Time Management Tips:
Executive Committee Member, Neil Pedersen, teaches “Ten Steps to Better Time Management for Busy Lawyers” as part of the curriculum for his law practice management class at Western State College of Law. He will present several segments from the presentation in upcoming eNewsletters. The first segment discusses the use of “to do” lists.
Time Management Tip – Make a List, Work the List
By Neil Pedersen
Above all else, time is our most valuable commodity. It is the only irreplaceable asset we have and in most cases it is the only thing we sell as attorneys. Time management is therefore one of the most valuable disciplines we can develop. One of the most valuable time management tools is the “to do list.” Here are some tips on how to create and use that tool.
- Write the list at the end of the prior work day, or as the first thing you do when you arrive at work.
- Place all items on the list that you want to achieve for the day. Do not just put the big items on the list, put all of the things you need to do on the list.
- Prioritize the items on the list. Reorder the list so the most important items are on the top.
- Estimate the time required to perform each task on the list. This will immediately tell you if you have time to do all that is necessary, and if not, give you a chance to react early to the time crunch to come.
- Allocate specific times to dealing with predictable interruptions (such as co-workers, staff, phone calls, emails, etc.) A failure to plan for interruptions will result in failure of your planning. Interruptions will happen.
- Plan for more than you can do in a day. Remember Parkinson’s Law: “work expands to the time allocated to it.” However, do not create such an oppressive list that it renders its use impractical or demoralizing.
- Print the list and use it as a guiding resource through the day.
Making a good list and working that list is the first step to good time management. The more time we capture through time management, the more time we have to bill, or spend time with family and friends.
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 firstname.lastname@example.org.
Executive Committee Special Advisor, Mari Frank, offers guidance to using mediation to win your case in the following article:
Win your case through mediation
By: Mari J. Frank, Esq., Certified Information Privacy Expert
There is little doubt that the economy is making litigation an impractical way to resolve disputes. The courts are trying to encourage a paradigm shift from the adversarial system, to the problem solving approach of dispute resolution - with mediation at the top of the list. But angry disputants often want to prove they are right and want their day in court.
There are numerous new state and federal statutes and court rules requiring mediation or other forms of alternative dispute resolution. Unfortunately, there are still disputants that want to win at any cost- or would rather fight to be right than settle to be happy. After 27 years of being a lawyer and mediator, I have seen what litigation and intense conflict does to my fellow lawyers and clients who come to me to escape the courtroom battle. What does it mean to win a dispute? If one wins at the expense of one’s health or wins after spending a fortune and years of lost time, business interference, or loss of time with family and friends, is it truly a win?
WHAT IS A "WIN" AT TRIAL OR ARBITRATION?
A win at trial or arbitration means that usually the opposing party loses. The adversarial contest is over, but the dispute and rivalry persists. Collection of the judgment may be impossible. The conflict may proceed to the appellate level. Costs may be astronomical and unpaid attorney’s fees may take years to be paid, if at all. Conscientious, hard-working lawyers put in painstaking hours of preparation, yet many clients not realizing the time and effort, remain unsatisfied. Statistics prove that client satisfaction after trial or arbitration is outweighed by the stress, strain, and time lost, and costliness of our adversarial system, even if there is a win.
IS THERE A WIN THROUGH POSITIONAL BARGAINING?
A settlement "win" through negotiations, just prior to trial or some major motion often occurs due to the need to avoid the high risks. Sometimes the "win" occurs because the losing party cannot afford to litigate further. This type of ending can be dissatisfying for clients since they have already expended a fortune in fees and costs in the adversary proceedings. The fight ends, but the losses are heavy, and a win for one side causes anger and frustration on the other side. So what are the results? The loser wants revenge- which can lead to insidious on-line attacks or worse yet, even violence.
WHAT IS A MEDIATION WIN?
Mediation when done effectively is a problem-solving process where a trained neutral individual structures and facilitates negotiations between the parties. The mediator cannot impose a decision, nor should he or she "strong arm" a settlement. The parties, with the aid of their attorneys, propose options for settlement based upon the underlying interests supporting their positions. Since the neutral does not "judge," arguments to be used at trial are only useful to educate all as to what may occur at trial if agreement is not reached. Arguments are not the focus of the process. An experienced mediator will get to the heart of the issues to work out a deal which resolves the bases for the conflict. A highly qualified mediator will build a golden bridge between the parties and set forth a positive approach to find solutions to the conflict.
Parties usually believe in good faith that they are 100% right. The experienced mediator acknowledges the legitimacy of each perspective but shifts the focus to the parties' interests and desires which underlie the oppositional positions. All the issues are presented. The need for objective criteria and for understanding the issues is discussed. At this point, necessary information and documentation is listed. The parties, acting in good faith, are led to stipulate to discovery.
The mediator acts as the trustee of discovery to make sure one side is not prejudiced. Once all the objective criteria is gathered (agreed upon experts can be used in the process. e.g. a forensic accountant can be used to give a range of values of a business), the parties are encouraged to brainstorm options for settlement. The alternatives are prioritized and harmonized. Then, creative negotiations continue to sift out blame and the unacceptable parts of the various alternatives.
The responsibility for satisfaction and intellectual creativity is upon the parties and their counsel. This empowering approach builds a commendable relationship between attorney and client and relieves the burden of the attorneys to fight to win every point.
We have all had the disgruntled client who cannot understand why he cannot receive everything he wanted. In mediation, the client has no reason to blame the attorney for not representing all of his or her interests because the client is there and has an opportunity to be heard and learn the pitfalls of his/her case. The client makes an informed decision.
A seasoned mediator will keep all parties calm and respectful of the proceeding. "Secret" information is discussed only in caucus (a private meeting with mediator, attorney, and client without the opposing parties) so that the attorney need not fear that he or she will be prejudiced if settlement is not achieved.
Mediation gives a chance for the lawyer and client to work in tandem to form a strategy, a resolution, in which they retain their personal power and control. In accordance with the Evidence Code, offers to compromise or admissions are strictly prohibited from disclosure in court. No agreement is binding until all sign the written settlement which must say that the parties intend for the agreement to be binding and enforceable in a court of law. The most effective and efficient written settlement is one prepared by the mediator to assure quick closure and enforcement without delay. A win in mediation is a successful mutual gain solution for all the parties and their attorneys. The conflict ends and the parties can regain peace of mind and still have money left in theirpockets- and for the attorneys- they are more likely to be paid in full.
MARI FRANK, ESQ. IS AN ATTORNEY/MEDIATOR AND CERTIFIED PRIVACY EXPERT, AUTHOR, RADIO HOST OF PRESCRIPTIONS FOR HEALING CONFLICT, AND PROFESSIONAL CONFLICT MANAGEMENT TRAINER IN PRIVATE PRACTICE IN LAGUNA NIGUEL, CALIFORNIA. See www.MariFrank.com ;www.conflicthealing.com
Julie Fleming posted the following article on her blog on October 16, 2013 (Volume 6, Issue 42), in which she discusses how to handle an overflowing email in-box:
Efficient Email Processing (So You Can Get to the Real Work!)
By Julie Fleming
Posted in Coaching for lawyers (http://www.lexinnovablog.com/category/coaching-and-law/)
You’ve probably heard the time-proven suggestions about email: set aside the first 90 minutes of your day for productive work, not for checking email; disable “new email” notifications; be careful when you address an email; use descriptive subject lines… On and on and on. If these tips are new to you, you have an opportunity to recover some of the time you’re now spending on email.
But these tips don’t tell you what to do when you’re faced with an overflowing in-box filled with client communications and requests, administrative matters, newsletters of professional and personal interest, and who knows what else. An in-box isn’t designed for storage; important emails can easily get lost. You need to take charge so that your daily activity isn’t subject to other people’s priorities as expressed through their emails.
Here’s how to process an overwhelming in-box easily and effectively, so you can get on to the real work. (Be sure to set aside a block of time — at least an hour — to complete these steps if you have more than 100 emails.)
Applying these steps may take some practice, but they’re integral to avoiding email overwhelm.
- Sort the folder by sender. Sorting by sender will let you drill down quickly based on how important the information is likely to be from a particular email correspondent.
- First, handle emails from clients, opposing counsel, or other professional contacts. Respond quickly if possible, and if a response requires more thought or research, highlight or flag those emails or move them to a folder labeled “Respond ASAP” or similar. Whatever you do, do not allow them to recede back into the chaos.
- Delete any emails that you don’t need to read, including those from retailers and spammers. Yes, you might miss the deal of the century, but it is unlikely — and certainly not your top concern.
- You will likely find any emails that contain good information — perhaps ABA newsletters or other newsletters that you find useful (maybe even this newsletter). Delete them. If you’re concerned that you’ll miss something, move the emails to a “Review Later” folder and calendar a date by which you’ll delete anything you haven’t otherwise handled.
- Sort your in-box by subject. Sorting by subject may help you recognize important emails that you haven’t already caught.
- Delete or file everything that does not require a response. (And note that the standard is “require”, not call for or deserve. Your goal is to streamline.)
- If you can respond to an email within two minutes, do so.
- If the response will take more than two minutes, highlight or flag the email or move it to a follow-up folder.
- Respond to all of the emails you have marked for follow-up. This step will require the bulk of your time. Set a goal to have it completed in no more than a week.
- Resolve to process your in-box regularly going forward, using these steps:
- Scan your email for important emails. During this step, delete anything that you can tell immediately does not require attention, such as a reminder of an appointment of which you are well aware or spam. Do not read any email, though, even if you know you will delete a message as soon as you have read it. The only purpose for this step is to find anything important that may be buried in your in-box.
- Read each email.
- Delete or file every email that does not require a response.
- If you can respond to an email in 2 minutes or less, do so.
- If an email will require a more in-depth response:
- If you are checking email on an hourly basis, move the mail to a folder labeled “Respond Later”, and return to it during your designated time to deal with correspondence.
- If you are checking email only 2 or 3 times a day and processing your email fully during that time, respond to each email — and be sure to keep track of your time, if billable. Your initial review of your in-box will allow you to address all emails pertinent to a particular matter in one block, which will facilitate billing for your email review.
- File or delete each email after sending your response.
Where will you start?
Julie A. Fleming, J.D. helps lawyers at all levels to master the art of building a sustainable and financially lucrative law practice. Julie is the author of The Reluctant Rainmaker: A Guide For Lawyers Who Hate Selling and Seven Foundations of Time Mastery for Attorneys. She is a frequent speaker for law firms, bar associations, and law schools on topics including business development, leadership, time management and productivity, and work/life integration and serves an international clientele.
To reach Julie, call 800.758.6214 (404.954.2523 if calling from outside the US) or email support@LexInnovaConsulting.com.
(d) Changes in the Law - 2014:
Executive Committee member Neil Pederson has alerted us to several changes in the law in the employment area which will affect your law practice:
was signed by Governor Brown, effective January 1, 2014. It changes the law that previously allowed the prevailing party to get attorney fees in a non-payment of wages case. Now, only the prevailing employee gets prevailing party attorney fees and the employer can get fees only if it can prove the claim was brought in bad faith. This makes wage cases even more dangerous for the employer.
was signed into law by Governor Brown, effective January 1, 2014. The new law expands employee rights under Labor Code section 230 for leave to appear in court when the employee has been a victim of crime. The leave applies to all employers, so all law firms must know the law and comply.
was signed into law by Governor Brown, effective January 1, 2014. In addition to expanding the rights of victims of domestic violence and sexual assault also to victims of stalking for leave, it requires the employer to provide reasonable accommodations that may include the implementation of safety measures or procedures for such victims in the workplace. The law applies to all employers, so all law firms must know the law and comply.
was signed into law by Governor Brown, effective January 1, 2014. This bill makes it a crime for an employer to fail to remit withholdings from an employee’s wages that were made pursuant to state, local or federal law. When money is tight, don’t fail to pay the withheld amounts.
Watch for more changes in the law for 2014 in the February 2014 issue of the eNewsletter.
4. Did You Know . . . Legislative Updates?
below is the status of several bills we discussed in the September eNewsletter. Most were signed into law by the Governor, but one was not.
(a) AB 1159 – Immigration Services:
Assembly Bill 1159 was signed by Governor Brown and imposed additional requirements on attorneys providing immigration services to their clients. The Bill was signed by the Governor on October 5, 2013, and took effect immediately. See the chaptered bill (Chapter 574, Statues of 2013) at http://leginfo.legislature.ca.gov/faces/billTextClient.xhtml?bill_id
(b) AB 1401 – Juries-Non-Citizens:
The Governor vetoed AB 1401 which would have allowed legal immigrants who are not American citizens to serve on juries in California.
(c) AB 1024 – Attorneys: Admission to Practice:
Assembly Bill 1024 was signed by Governor Brown. The bill allows people who are in the country illegally to obtain a law license upon certification by the examining committee of The State Bar that the person has fulfilled the requirements for admission to practice law. See the chaptered bill (Chapter 573, Statutes of 2013) at
(d) SB 345 – Attorneys: Annual Membership Fees-Proposed Increase:
The Legislature passed Senate Bill 345, and Governor Brown signed it on October 9, 2013. The bill amends 6140 of, and adds Sections 6034 and 6140.03 to the Business and Professions Code, relating to attorneys. See the full text of the Bill as chaptered (Chapter 681, Statutes of 2013) at
5. In Future Issue of The Bottom Line/eTBL
All articles in the December issue of The Bottom Line/eTBL
will provide you with MCLE self-study credit. Set forth below is a list of the articles, their authors, and a short description of each article.
01 - Recurring Ethical Issues Relating To Fees and Fee Agreements
by Gideon Grunfeld
Complying with the ethical rules regarding fees and fee agreements is a matter of knowing the rules, following them precisely, and exercising sound judgment.
There are a handful of recurring situations that require using good judgment and can do serious harm to a lawyer’s career, cash flow, and reputation. This article describes four of these situations, focusing on those with which lawyers might be less familiar because they arise in the context of disciplinary proceedings and fee disputes.
02 - The Right Strategy for Bringing on a Practice Successor
by Edward Poll
A retirement transition from a solo or small firm legal practice is above all an issue of planning. If the practice is not sold or closed, the best alternative is grooming a successor brought on board as an associate or junior partner. Ideally the succession plan can be structured to proceed over a period of up to five years, as client responsibilities gradually transition to the new lawyer. These five years can be seen as the “red zone” of the retiring lawyer’s career – the area right before reaching the goal line of retirement. During this period the retiring lawyer can identify a successor, have ongoing conversations with key clients about the upcoming transition, forge new ties between the successor and both current and new contacts at the client, and ensure that the new lawyer is completely up to speed on what the client needs and expects.
03 – Shouldn't We be Helping to Lead the Way to the Future of Legal Services?
by Lee Kanon Alpert
Strong and effective law practice management services are central to the successful client relationship; that is a given. But what are we doing now to prepare to assist our clients for the business changes futurists are now predicting?
04 – 6 Email Tips for Busy Attorneys
by Scott Spiro
If you think you’re the only person slammed with email, you’re wrong. I should know- my company provides I.T. support services to law firms that track huge amounts of information. Essentially, we have all become “knowledge workers”.
05 - Online Reputation –Occupational Hazard for Lawyers
by: Jay Bettinger
Lawyers are often shocked to find letters or emails they wrote to adverse parties appear online -- even more so when hateful, usually anonymous, Internet comments target them. Consider what happened to the NFL attorney who was caught in the crossfire when she sent cease-and-desist letters on behalf of the NFL to neighborhood churches to prevent them from using the term “Super Bowl” to promote hosted parties
Articles for publication in The Bottom Line
are welcome from LPMT Section members and others. Please obtain the Guidelines for submitting articles from Section Coordinator Kristina Robledo (Kristina.Robledo@calbar.ca.gov
), and submit your articles for review by the editorial committee.
6. Archived Articles from The Bottom Line
Archived issues of The Bottom Line
can be found in the Members’ Only
section of the LPMT website going back to October 2011. Beyond that date, you will find only a table of contents for past issues. The archived issues are an excellent resource. Should you need to read an article which is no longer on the website, contact Kristina Robledo
, the LPMT Section Coordinator. She will be able to determine if the article can be retrieved even though no longer posted on the website.
7. Inside the State Bar Website
(a) Public Comment
The State Bar is seeking public comment on several items. Do review the items set forth below and others on The State Bar website and provide your input by the due date. Learn more about each proposal by clicking the link on The State Bar’s website
. The LPMT Executive Committee’s subcommittee continues to monitor the items that are sent out for public comment and determines 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 (LPMT@calbar.ca.gov
8. Executive Committee News
(a) LPMT Lifetime Achievement Award Presented
In January 2013, the LPMT Executive Committee approved presenting the second LPMT Lifetime Achievement Award to Carole Levitt, a past chair of the Executive Committee. It was not until October 2013, that the award was presented to Carole in Arizona during the ABA LPM Division meeting. Executive Committee past chair, Andrew Elowitt, had the honors of presenting the award to Carole. Carole sent a note to the members of the LPMT Executive Committee which is set forth below. Carole joins Ed Poll, being the second recipient of the Lifetime Achievement Award.
Carole Levitt is one of the foremost authorities on the topic of Internet legal research, and is a nationally recognized author and speaker. Carole is in constant demand as an MCLE speaker and has made Internet legal research presentations at the LegalWorks and the LegalTech Technology Conferences, ABA annual meetings, The National Association of Bar Executives, the Association of Continuing Legal Education, the California State Bar Association, and the bar associations and library associations of several other states.
She is the co-author of four current books on using the Internet more effectively in the practice of law: "The Cybersleuth's Guide to the Internet" (IFL Press, 2011); "Find Info Like a Pro, Volume 1: Mining the Internet's Publicly Available Resources for Investigative Research" (ABA, 2010); "Find Info Like a Pro, Volume 2: Mining the Internet’s Public Records for Investigative Research" (ABA, 2011); and "Google for Lawyers" (ABA, 2010). Previously, she co-authored two editions of "The Lawyer's Guide to Fact Finding on the Internet" (ABA, 2006.)
Carole was a voting member of the LPMT Executive Committee from September 2000 to October 2004; served as Chair of the Executive Committee from September 7, 2003 to October 10, 2004; and remained on the executive committee as a Special Advisor until she moved to New Mexico in 2008.
(b) Council of Sections
Immediate Past Chair Perry Segal was elected to serve as co-vice chair of the Council of Sections for the coming year. The Council is made up of representatives from the 16 Specialization Sections and the California Young Lawyers Association (CYLA), and governs the Sections. Perry had an extremely exciting Annual Meeting. In his words, “You know you’re having a good LPMT Week when: (1) You’re elected Co-Vice-Chair of the Council of Sections; (2) You complete your term as Chair of the Section, and (3) You win the Keurig coffee machine at the exhibit hall raffle.” Way to go, Perry!
(c) Liaisons to the Executive Committee:
Several professional organizations from the legal community have liaison positions on the LPMT Executive Committee. The following organizations are represented and bring their perspective to the committee meetings:
Meet the liaison from CYLA, MARISSA L. LYFTOGT:
- Dawn Carpenter, California Alliance of Paralegals (CAPA)
- Marissa Lyftogt, California Young Lawyers Association (CYLA)
- Michael Fenger, Continuing Education of the Bar (CEB)
- Anne Bernardo, Law Libraries
- Margaret Tovar, CCLS, Legal Secretaries, Incorporated (LSI)
Dear LPMT Members,
I am pleased to serve as the liaison between the California Young Lawyer’s Association (CYLA) and the Law Practice Management and Technology (LPMT) Section. Before I share my goals and aspirations, I would like to tell you a little bit about myself so that you can get to know me.
When you meet me, you will no doubt notice that I am a proud resident of America’s Finest City, San Diego. I moved here from the San Francisco Bay Area for college to attend the University of San Diego and never looked back. It was love at first sight. After getting my Bachelors in Business Administration, I did marketing and administration at a San Diego based human resources and employment law services consulting firm. This is when my love and passion for employment law began. Realizing that there was no better city to live and practice in than San Diego, I decided to obtain my law degree from my alma mater, the University of San Diego School of Law. After graduating, I moved to Orange County for a few years to begin practicing employment law at a well-known national boutique employment law firm. But alas, the distance from San Diego was too great and I had to return. Currently, I am an associate in Wilson Turner Kosmo LLP’s Employment Law group. My practice primarily involves defending employers in litigation against claims of harassment, retaliation, discrimination, failure to accommodate, and wrongful termination.
If I could give myself a tag line, it would be “work hard, play harder.” My weekends are filled with trips to see friends who have for some crazy reason decided to leave San Diego or enjoying the beautiful weather with friends at a pool or local beach. I am also a huge sports fan and during football season odds are you will find me at my local sports bar screaming at the Chargers on television for blowing yet another game. I must also confess that I have been bitten by the travel bug and plan at least one international trip every year. Next up: Yacht Week, Croatia.
Now that you know me a little better, let’s talk about how I can get to know you better. As your liaison, my goal is to ensure that CYLA’s members are aware of the benefits and programs you are offering. As chance would have it, I am also the Communications Vice-Chair for CYLA, which means I am your go to contact for all things social media. If you have something you would like our help in promoting, please contact me. Another goal of mine is to find opportunities for CYLA to collaborate with LPMT. For example, I would love to set up a networking event for your members to meet ours. Many of CYLA’s members have started, or are thinking about starting, their own law practice and I know that LPMT would be an invaluable resource for them.
I look forward to the opportunity of serving as your liaison over the next year and to hopefully get to know each one of you. If you have ideas or suggestions on how CYLA and LPMT can collaborate, please let me know.
Marissa L. Lyftogt
CYLA, Board of Directors
Co-Chair, Communications Committee
Liaison to LPMT Section
We hope to introduce you to our other liaisons in future issues of the eNewsletter.
(d) LPMT is now on LinkedIn!
Past Chair Perry Segal previously announced the creation of the new Law Practice Management and Technology Section discussion group on LinkedIn
and encouraged all of our members to join. Not yet a member of LPMT? No problem – this group is open to non-members as well!
(e) LPMT App is here!
The LPMT Section App has been tested on Android and iOS devices, and is now available for download.
Download at iTunes
Download Google Play:
Either Platform Access at LawBox:
(f) Facebook and Twitter
Keep following the Law Practice Management and Technology Section on Twitter at https://twitter.com/#!/calbarlpmt
and Facebook at www.facebook.com/calbarLPMT
(g) Follow CEB on Twitter!
Michael Fenger, the Liaison from CEB to the LPMT Executive Committee wants everyone to follow CEB on Twitter. Continuing Education of the Bar (CEB), a joint entity of the State Bar and the University of California, is now posting daily on Twitter case squibs with links to all California, Ninth Circuit, and U.S. Supreme Court slip opinions. See https://twitter.com/#!/CEB_CA
Please “like” us and “follow” us for access to up-to-date news and information from your Executive Committee members at LPMT.
(h) Growing and Managing a Law Office
The State Bar’s newest publication, “The California Guide to Growing & Managing a Law Office”
is available for purchase. Growing a law practice can be a lawyer’s most rewarding and challenging professional experience.The goal of this book is to make it less challenging and more rewarding. It picks up where The California Guide to Opening a Law Office
left off, exploring challenges of growing a law practice in detail. Several members of the LPMT Executive Committee have written chapters for the Guide. Learn more at http://sections.calbar.ca.gov/Sections.aspx#grow
, and be the first to purchase your own personal copy. If you haven’t yet purchased the companion volume, Guide to Opening a Law Office
, you will want to purchase both volumes to have the complete set!
The official hash tag for the Guide is #GrowLaw.
(i) 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)
9. Educational Opportunities - LPMT Webinars
The LPMT Executive Committee is developing a series of webinars to be presented beginning in January 2014 which will focus on programs to assist you in running your office. Stay tuned for information about more upcoming quality webinars and live presentations from your LPMT Executive Committee members.
Members, join us in planning future webinars.
The Education Committee wants to hear from you -- what topics or subject matters do you want to have covered in future webinars? Would you be willing to assist with a webinar or present one? Please provide your thoughts and suggestions to the Executive Committee (LPMT@calbar.ca.gov
10. Online CLE
Webinars previously presented by the LPMT Section continue to be available on the State Bar’s Website in the Online CLE section. The catalog also includes articles from Section publications for self-study MCLE credit. There are several articles from The Bottom Line
which have been placed in the Online CLE catalog. The following webinars may be of interest to you:
(a) Discover a Fortune Hidden in a Computer: A Practical Guide to eDiscovery
Speaker: Perry L. Segal
(1.25 hours MCLE; $43.75)
(b) E-Discovery and Ethics: What attorneys (and Clients) Need to Know
Speaker: Perry L. Segal and Browning Marean
(1 hour MCLE Credits 0.5 Ethics $35)
(c) E-Discovery Evolution: Crawl, Walk then Run Your Case
Speakers: Perry L. Segal and Derick Roselli
(1 hour MCLE $35)
(d) Expand Your Practice: Offering Unbundled Legal Services through DocumentAutomation
Speakers: Ron Dolin and Donna Seyle
(1.5 hours MCLE Credits 0.5 Ethics $52.50)
(e) The Cloud: Secure? Yes. Ethical? No So FAST!
Speakers: Perry L. Segal and Donna Seyle
(1.25 hours CLE 1 hour-ethics $43.75)
(f) High-Tech Crimes & Misdemeanors: eDiscovery & Forensics in Criminal Matters
Mark Jackson and Perry L. Segal
(1 hour MCLE Credits 0.5 Ethics $35)
(g) Social Media: Balancing Benefits and Ethical Burdens
Speaker: Mari Frank (1 hour CLE-ethics $35)
(h) Hazardous Transmissions: The Ethics when Technologies "Byte"
Speaker: Michelle Greer Galloway (1 hour CLE-ethics $35)
(i) Accounts Receivables Management
Speaker: Robert A. Weinberg (1 hour CLE $35.00)
(j) Alternative Fee Arrangements and Cost Control Initiatives for Litigations -- Beyond the Billable Hour
Speaker: Patrick Premo (1.0 hour CLE $35)
(k) A Best Practices Review and Update for E-Discovery in California.
Speaker: William Hoffman (1.0 hour CLE $35.00)
(l) Workplace Privacy & Communication Policies in the Social Media Era
Speaker: Robert Brownstone (1.5 hours CLE $52.50)
(m) Amendments to the California Discovery Act for Electronically Stored Information (ESI) enacted by AB 5 that went into effect on June 29, 2009
Speakers: Robert Brownstone, Will Hoffman, and retired Commissioner Richard Best. (1.5 hours CLE $52.50)
Review the other LPMT programs presented by the Law Practice Management and Technology Section at the State Bar Annual Meetings and webinars which are also available through Online CLE - LPMT
11. Benefits for Members
(a) New Member Benefits
The Executive Committee continues to search for new member discount programs which will assist you in rendering legal services to your clients and running your office. Check out the latest benefits listed below from MyCase.com
and Abacus Law
which have been secured for your benefit.
A web-based practice management software for lawyers, was built to address the number one complaint across all State Bar Associations... insufficient attorney/client communication.
Successful legal professionals all over the world rely on MyCase every day to stay incredibly organized, easily communicate and collaborate with their clients while simultaneously managing and growing their practice. Because MyCase offers legal practice management in the cloud, lawyers can work from anywhere at anytime significantly increasing productivity.
MyCase is an affordable, intuitive and powerful legal practice management software designed for the modern law firm. Give your firm the advantage of a complete solution – get organized with contacts, calendars, cases, documents, time tracking, and billing. MyCase is the only software that also includes an integrated client portal so everyone stays informed and connected.
Take advantage of the 10% discount being offered to LPMT Section members by going to the sign-up page at http://www.MyCase.com
and using the discount code, CBLPMT13.
(2) Dangerous Law Practice Myths, Lies and Stupidity
The bestselling law practice management book written by legal experts who have been in your shoes and know what it’s like to wake up in a cold sweat worrying about your practice.
In 35 short, entertaining parables you’ll learn
- The fastest way to go paperless
- The worst ways to use voicemail
- Tips for branding your office
- Why most lawyers never have time to improve their practice
Receive your complimentary book now from Abacus Law --
The book retails for $19.97 on Amazon, but as a CA Bar Law Practice Management and Technology Section member you can get it at no charge. Just fill out the form at http://www.abacuslaw.com/calbar-lpmt-members/
. Abacus Law
will immediately send you a hard copy of the bestselling book, with their compliments.
(b) Benefits for Members
The Executive Committee is pleased to continue to offer the following benefits, for all LPMT Section members:
(1) Avvo Ignite
is a new comprehensive, cloud-based marketing automation and website suite offered by Avvo.com. It gives attorneys the tools needed to efficiently manage leads, close more new clients, and get better returns from their marketing efforts. It features lead management tools, lead notifications and auto-responders, an email marketing platform and marketing analytics, and is an all-in-one contact management and follow-up system.
to get started!
TERIS works with leading law firms and corporate legal departments to provide sophisticated, consultation-based solutions and state-of-the-art technologies for ediscovery, as well as highly experienced project management.
TERIS is at the forefront of enterprise-level information management and ediscovery. They work directly with corporate legal teams across a variety of industries to deliver repeatable, defensible, and scalable ediscovery services.
TERIS is now offering to all LPMT members a 10% discount on all ESI/ediscovery services which exceed $1,000. Log on to their website www.teris.com
and contact them via email or telephone, including our discount code: LPMTERIS.
(3) Clio -- Practice Management Simplified
The discount/promotional code is embedded in the sign-up, just click the "Try it out for FREE" button. If you are already a Clio subscriber, the discount will also apply to your subscription (use the promotional code, calpmt). Learn more about the Clio practice management system at www.goclio.com
Time59 is the easy and inexpensive way to bring the benefits of cloud computing to your practice. Visit the website at www.time59.com
for complete information. Use "LPMT" as your discount code.
) has been an LPMT member benefit for some time now. Learn more about using Lexology and personalizing it to meet your needs in an upcoming eNewsletter.
12. Future State Bar Annual Meetings
The following dates and locations have been scheduled for future annual meetings
2014 September 11-14, San Diego
2015 October 8-11, Monterey
Law Practice Management and Technology Section
The State Bar of California
180 Howard Street
San Francisco, CA 94105