Law Practice Management and Technology Section

News from the Section

  1. Chair's Message
  2. Did You Know . . . Tech Tips?
    1. E-Discovery Tech Tip
  3. Did You Know ....Articles?
    1. Instill Passion in Your People
    2. Employment Law – Changes in 2016
    3. More Changes in the Law for 2016
  4. State Bar News
  5. The Bottom Line/eTBL
  6. Educational Opportunities
  7. Executive Committee News
  8. Future State Bar Annual Meetings
  9. Member Benefits

Recruiting Members for the LPMT 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 2016-2017 committee appointments and the 2016-2017 application forms (Word and PDF) at http://cc.calbar.ca.gov. Applications are due now.

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 educational opportunities (webinars and in-person programs), articles for The Bottom Line and eNewsletter, technology tips, etc., for the Section members.

For more information, contact: Section Coordinator Kristina Robledo, 415-538-2467, kristina.robledo@calbar.ca.gov.


1. Chair's Message

LPMT Section Chair Kurt ObermeyerWelcome to the January/February issue of LPMT’s eNews. As I begin my tenure as the Chair of the Law Practice Management and Technology Executive Committee, I quickly realize how much work and effort goes into this publication each and every time. Without the tireless efforts of Cynthia Mascio and Mike Fenger (Co-Chairs of The Bottom Line/eTBL sub-committee) along with eNews subcommittee members Peter Brewer, Annie Parrish, Prashant Kumar, and Patty Miller, we would not be able to publish this worthwhile information for our members.

As we enter this new year, we are continuing to strive to find articles and information that is more necessary and worth reading to all of our members. We will continually ask for your input and advice as we go forward so that each eNews publication is one that is valued and puts out the information must needed.   Also, thank you to all of you have submitted articles, some of you multiple articles, to be published for our members' benefit. 

In this issue, we have some very worthwhile information from authors that use the expertise and experience to give all of us a better understanding of how and why we need to handle certain issues within law practice management.

First, David Swider gives us some valuable Tech Tips on properly and more efficiently coding within Electronic Discovery.

Next, Stephen Fairley authors an article on “Instilling Passion in your People”. This always timely article gives us some tips that while seem basic, are often overlooked in creating higher morale and more efficiency from law firm staff.

And finally, Neil Pedersen gives us some mandatory information on new changes to employment laws that just took effect January 1 in his article "Employment Law Changes that Affect Law Firms."

In addition, there is more information from the State Bar news, updates on what is going on within our section and its members, and important dates to remember for the upcoming year.

As we have stated multiple times, The State Bar Sections are here to serve their members. We try our best to present articles, information, and programs that we feel have value to you.  I hope that we can continue to present information in all facets that will allow our members to better manage or even enhance your law practice, as well as your daily life.

Again, as always, we want to hear from you!!  If you want to write an article, submit a tech tip, or have questions, please contact us!!!  Feel free to email me at kobermeyer@lms-legal.com. We are truly here to serve you.

Thank you,

Kurt Obermeyer
Chair, Law Practice Management and Technology Section

2. Did You Know . . . Tech Tips?

a. E-Discovery

E-Discovery Tech Tip: Using Near-Duplicates to Ensure Consistent Coding

By David Swider

If you’ve worked with electronic discovery, chances are good that de-duplication is something you’re familiar with.  But what about those documents that are very much like another document, but not exactly alike?  You may have heard of finding duplicates with a “MD5 hash” process. However, that won’t help with near-duplicates. More often than not what ends up happening is that review teams wind up scouring their review databases to try and identify those near-duplicate documents one by one.

That is, unless they use Near-Duplicate technology to solve this problem.  Let’s take a quick look at how to leverage this technology during review.

We’ll use Ipro Eclipse review software to demonstrate (though other tools may allow you to compare near duplicates as well). What’s important is that the technology allows you to show relationships between documents. Eclipse does this in a dedicated window below the document grid. 

These relationships could include an email family, email thread or exact duplicates.  Analytics compares the text in documents to determine which documents are similar to each other and presents the entire group to the reviewer without the reviewer having to run a query or perform any other action.

Analytics graphic

In the example shown above, the relationship pane at the bottom of the screenshot is displaying documents that are near duplicates to the document shown above (BegDoc GL00000002), which is under review in the top pane.  The current document is 91% similar to the primary document. In this example, it’s readily evident that we have a potential issue with inconsistent coding.  This inconsistency can easily be addressed while the reviewer is on this document via Eclipse’s mass tagging abilities.

Reviewers can click the magnifying glass on the left edge of the Relationships pane to compare the text of the documents.  The Document Compare viewer will let the reviewer focus on just the differential text, simply uncheck the “Unchanged” box.  On longer documents (such as agreements), this can help speed review greatly.

Near-Duplicate identification is a powerful technology, but one important thing to bear in mind is that you run into multiple risks if it’s used as a way to remove documents from a database or skip actual review.  Instead, consider Near-Duplicates as one more way to proactively review similar documents, and ensure accurate and consistent coding from your team.

Dave Swider is a Senior Consultant at Ipro. www.iprotech.com

3. Did You Know....Articles?

(a) Tips to Instill Passion in Your People

Law Firm Management: Tips to Instill Passion in Your People

By Stephen Fairley

Reprinted with permission from the author.

Having Superstars at every level of your law firm is the one thing that can truly differentiate your from your competition and keep clients coming in the door.

Unfortunately, I hear from many attorneys that finding and keeping good people is a major challenge when it comes to law firm management. This is something that bedevils a lot of businesses, not just law firms.

I run a fairly large business myself (60+ and counting), and dedicate real effort every day to ensuring that everyone who works here is motivated to do the best possible job for our clients and our company. Here’s what I’ve learned about motivating the people who work for me:

Hire good people. You can’t fix stupid, so don’t hire it. Sure, we have all made hiring mistakes — people who interview great but their rubber never meets the road. Learn from those mistakes and put together a process for hiring that ensures you get the best possible people.

Get rid of the weak links. Bad employees kill the motivation in good ones. As soon as you discover you have a rotten apple, toss it.

Give them freedom. Good people hate being micro-managed, so as soon as they have proven themselves, give your employees the freedom to do their jobs. If they have a great idea for doing something different than the way you’ve always done it, listen. If it makes sense, run with it. Incentivize them for ways to cut costs and serve clients better.

Make it easy for them to do their jobs. The actual work we do is not easy, and neither is yours. So why make it more difficult for your folks by having outdated systems or processes? There are so many great automated tools out there to make the work process go more smoothly; invest in as many as you can and you will reap the benefits in a better work product from your people.

Celebrate! I love to celebrate with the people I work with, whether it’s an informal lunch in the office where we can spend a little downtime just shooting the breeze or it’s a big holiday do. Last year, I held a Secret Santa party that our team did not expect. I gave away an iPad, Kindle Fire, Samsung Galaxy 4, 55″ HDTV, paid days off, round trip airfare, Amazon gift cards, Massage Envy gift cards, 2 trips to Sedona and Aria in Las Vegas, as well as a few hundred in cash. My team was thrilled and fired up for the New Year.

Law firms that are running lean don’t have to spend a lot to show their people how they are appreciated. Here are some ways you can do that all year without spending a lot of cash:

  • Say thanks: Whether you approach your employees personally, send them a note, or praise them in a staff meeting – it’s important to express your gratitude whenever they’ve done a good job. Saying thanks is one of the simplest yet most effective ways to make your employees feel appreciated.
  • Lunch meetings: Nobody will turn down a free meal – and a lunch meeting gives you the opportunity to reward your staff with great food while also bringing everybody together to share their successes, stories and struggles.
  • Focus on the family: Each of your employees has family members they love and care about. By showing that you value their families, you can cultivate a deeper sense of loyalty with your employees. Some family-based rewards can be as simple as a “free night at the movies” or an all-expenses paid dinner.
  • Change job titles: Believe it or not, the more inflated the job title the more your employees will work to live up to it. If you hire somebody as a “janitor” he will pick up your trash. But if you hire somebody as a “workplace environmental consultant”, he will keep your office clean and provide insight on how to make things more efficient.
  • Friendly perks: Flowers, in-office massages, or gym passes can be a great way to reward employees for great work.
  • Upgraded office: Is there any way you can improve your employee’s office area? A new computer monitor, chair, or printer would go a long way in reminding your employees that they are valuable to your law firm.
  • Flexible hours: Providing a bit of flexibility is often greeted with increased productivity. Whenever possible, see if you can let your employees tweak their schedule to meet their specific needs – whether it’s a longer lunch or mid-day break to go the gym.

No one succeeds alone, so spend the time and effort to motivate your team and you will reap the rewards.

Stephen Fairley pictureStephen Fairley is the CEO of The Rainmaker Institute, the nation’s largest law firm marketing company specializing in lead conversion for small to medium size law firms. Over 10,000 attorneys have benefited from learning and implementing the proven marketing and lead conversion strategies taught by The Rainmaker Institute. He works exclusively with attorneys to find new clients fast using online and offline legal marketing strategies and to convert more prospects into paying clients using automated marketing and by fixing their follow up systems.  Mr. Fairley can be reached at Stephen@theRainmakerInstitute.com; 888-588-5891;
 www.TheRainmakerInstitute.com

(b) Employment Law – Changes in 2016

Employment law changes that affect law firms

By Neil Pedersen

There are several new laws that came into effect on January 1, 2016, that may well affect law firms in the State of California.  The following are a few about which you should become aware:

Minimum Wage Rate Change
As of January 1, 2016, the minimum wage you can pay most employees is now $10 per hour, up from $9 per hour. There are some employees who are exempt from the minimum wage law, such as individuals who are the parent, spouse, or child of the employer.  There is also an exception for learners, regardless of age, who may be paid not less than 85% of the minimum wage rounded to the nearest nickel during their first 160 hours of employment in occupations in which they have no previous similar or related experience.

Fair Pay Act Provisions
SB 358 amends Labor Code section 1197.5 to reduce gender-based disparities in pay.  Women are to be paid the same for “substantially similar work” unless a legitimate gender-neutral basis for such disparity can be established by the employer.  Importantly, the new law also makes clear that an employer may not prevent employees from discussing their wages with one another.

Sick Leave Rights Increased
All employers should have already adjusted their paid sick leave policies as a result of the law change that went into effect on July 1, 2015.  SB 579 clarifies and expands those rights to permit an employee to use sick leave for all of the purposes set forth in the Healthy Workplaces, Healthy Families Act of 2014 – a broader range of reasons.  Thus, employers must provide paid sick days, upon the request of an otherwise qualified employee, for a victim of domestic violence, or the diagnosis, care, or treatment of an existing health condition of, or preventive care for, the employee or the employee’s family member, which is defined as including, a child, parent, spouse, domestic partner, grandparent, grandchild, and a sibling.

School Activity Leave Rights Expanded
If your law firm employs at least 25 employees, you already fall under the School/Day Care Activities Leave Law (Labor Code section 230.8).  SB 579 revises references in that law to a child day care facility to instead refer to a child care provider, broadening its coverage. The law enlarges the activities that fall under approved reasons for such leave to include the addressing of a child care provider emergency or a school emergency, and the finding, enrolling, or reenrolling of a child in a school or with a child care provider. Finally, the law broadens the term “parent” to be a parent, guardian, stepparent, foster parent, or grandparent of, or a person who stands in loco parentis to, a child.

Whistleblower Rights Extended to Families of the Whistleblower
AB 1509 extends the protection of certain employees who are determined to be whistleblowers to the family of the whistleblower.  Employers are now also statutorily prohibited from retaliating against family members of employees who engage in any kind of defined protected activity.

Neil Pedersen About the Author: Neil Pedersen teaches Law Practice Management and Technology at Western State College of Law in Fullerton, and he is the principal of Pedersen McQueen APLC, an Irvine, California law firm primarily dedicated to assisting employees against their employers in matters of discrimination, harassment, termination, wage and hour, and leave issues. Neil is also a member of the Executive Committee of the State Bar Law Practice Management and Technology Section. He can be reached at npedersen@pedersenlaw.com.

(c) More Changes in the Law for 2016

Set forth below (and above) is only a sampling of the new laws which became effective on January 1, 2016, that will affect how you practice law.  Each practice area had new laws go into effect, and you need to make yourself familiar with all the changes to provide competent legal services to your clients.   

  • Connected Televisions

Legislative Counsel’s Digest  from AB 1116: 
California AB 1116:  Committee on Privacy and Consumer Protection.  Connected televisions.

Existing law makes it a crime for a person who owns, controls, operates, or manages a satellite or cable television corporation to use an electronic device to record, transmit, or observe any events or listen to, record, or monitor any conversations that take place inside a subscriber’s residence, workplace, or place of business, without obtaining the express written consent of the subscriber. Existing law requires a device that includes an integrated and enabled wireless access point that is sold as new in the state for use in a small office, home office, or residential setting to be manufactured to possess certain features or advisories, including, among others, protection on the device that requires an affirmative action by the consumer prior to allowing use of the product and an advisory for the consumer regarding how to protect his or her wireless network connection from unauthorized access.

This bill would prohibit a person or entity from providing the operation of a voice recognition feature within this state without prominently informing, during the initial setup or installation of a connected television, either the user or the person designated by the user to perform the initial setup or installation of the connected television. This bill would further prohibit any actual recordings of spoken word collected through the operation of a voice recognition feature by the manufacturer of a connected television, or a 3rd party contracting with a manufacturer of a connected television, for the purpose of improving the voice recognition feature from being sold or used for any advertising purpose. This bill would prohibit a person or entity from compelling a manufacturer or other entity providing the operation of a voice recognition feature to build specific features for the purpose of allowing an investigative or law enforcement officer to monitor communications through that feature. This bill would limit the liability of a manufacturer to functionality provided at the time of the original sale of a connected television and specifically exclude liability for functionality provided by applications that the user chooses to use in the cloud or are downloaded and installed by a user. This bill would define terms for its purposes. This bill would prohibit a waiver of these prohibitions and authorize their enforcement by injunction or civil penalty in a court of competent jurisdiction by the Attorney General or a district attorney. This bill specifies that its provisions shall not be deemed to create a private right of action or limit any existing private right of action. This bill would provide that these provisions are severable.   Read the bill in its entirety

[Submitted by Perry Segal, an attorney with Charon Law in Redwood City, and a Special Advisor and Past Chair of the LPMT Executive Committee and Immediate Past Co-Chair of the Council of Sections]

  • Search Warrants

On January 1, 2016, Senate Bill 178, the California Electronic Communications Privacy Act (CalECPA) went into effect.  This new Penal Code section 1546 et seq. requires police to get a warrant before searching electronic devices. It will be up to a judge to decide if police have probable cause to access a person's devices, location information and search history.   Read the bill in its entirety http://bit.ly/1kGbhDD

[Submitted by Anne Bernardo, Director of the Tulare County Public Law Library; Liaison to the LPMT Executive Committee]

  • Deposition Notices

On January 1, 2016, Assembly Bill 1197, went into effect and will require the deposition notice to contain a statement disclosing that the party noticing the deposition, or a third party financing all or part of the action, directed his or her attorney to use a particular officer or entity (deposition reporter) to provide services for the deposition.  Read the bill in its entirety.

[Submitted by Patty Miller, Paralegal at The Grunsky Law Firm PC, and a Special Advisor to the LPMT Executive Committee]

  • Notary Laws

    • Assembly Bill 139 creates a transfer on death deed that will be used to transfer property and avoid probate.  Like a grant deed, power of attorney or living trust, these should be handled by the notary with the highest level of care.
    • Assembly Bill 1036 allows a Notary to accept ID cards that are current or issued in the last five years by a sheriff’s department for a prisoner in custody at a county jail or local detention facility. [Submitted by Patty Miller, Paralegal, and a Special Advisor to the LPMT Executive Committee]

  • Nonprofit Dissolutions

Effective January 1, 2016, California Assembly Bill 557 (AB 557) authorizes California public benefit, mutual benefit, and religious corporations to file a Short Form Certificate of Dissolution within 24 months of forming. Previously, there was no short form option available for nonprofit entities. AB 557 also provides the California Franchise Tax Board with the authority to administratively dissolve or surrender specific types of nonprofit corporations that have been suspended or forfeited for 48 consecutive months. For all of the specific details regarding AB 557, read the bill in its entirety here.
[Source:  Alert, January 2016-March 2016 Issue, Newsletter of Parasec Global Document Filing & Retrieval; www.parasec.com]

  • Worker Cooperatives

Effective January 1, 2016, California Assembly Bill 816 (AB 816) renames the “Consumer Cooperative Corporation Law” as the “Cooperative Corporation Law” and authorizes a cooperative corporation to designate itself as a worker cooperative in its articles of incorporation. This law is intended to create new ways for small businesses to form as worker cooperatives—businesses that are owned and managed by their workers. AB 816 also increases the maximum combined investment that may be made by a shareholder (in shares) or member (in memberships) of a cooperative corporation from $300 to $1,000. To learn about the other changes made to worker cooperatives per AB 816, click here.
[Source:  Alert, January 2016-March 2016 Issue, Newsletter of Parasec Global Document Filing & Retrieval; www.parasec.com]

  • Uniform Limited Liability Act

California Assembly Bill 506 (AB 506) made changes to the California Revised Uniform Limited Liability Company Act and the California Revised Uniform Limited Partnership Act of 2008, effective January 1, 2016. Among other changes, AB 506 brings about clarifications in areas regarding transition rules, contents of operating agreements, and default rules for allocating the profits and losses amongst members. AB 506 eliminates the requirement for all LLC members to approve a merger, conversion, or amendment of the operating agreement. For more on AB 506 and the subsequent changes, read the complete bill here.
[Source:  Alert, January 2016-March 2016 Issue, Newsletter of Parasec Global Document Filing & Retrieval; www.parasec.com]

  • Litigators:   New laws affecting  the litigation practice were  discussed by Staff Writer Amy Yarbrough, in “New year brings new laws” which appeared in the January 2016 issue of the Cal Bar Journal (Source:  “New year brings new laws” by Amy Yarbrough, Staff Writer; www.calbarjournal.com/January 2016):
  • Though on opposite sides in the courtroom, the plaintiff and defense bars joined together on two of the new laws. Senate Bill 383 requires a party objecting to a pleading, in certain circumstances, to meet with the other side in an attempt to iron out issues prior to filing a demurrer. Assembly Bill 555 lays out procedures for soon-to-happen mandatory expedited jury trials in limited jurisdiction civil cases.
  •  AB 1328 requires a court, if it finds a prosecutor has deliberately withheld material exculpatory evidence, to inform the State Bar of the violation and the impact the withholding of evidence had on the case. The court can also disqualify the attorney from the case if the withholding of information was done in bad faith or allow the defendant or his or her counsel to file a motion to disqualify the prosecuting attorney’s office if there is evidence that the prosecutor’s colleagues knew or participated in the deception.
  • Considered a big deal for judges, SB 470 specifies that, in granting or denying a motion for summary judgment or summary adjudication, a court only has to rule on objections made to evidence it deems are material to the outcome of the motion.
  • AB 1141 allows for a motion for summary adjudication that does not entirely dispose of a cause of action, affirmative defense, claim for damages or issues of duty. In addition, the new law makes the recovery of costs parallel for plaintiff and defense lawyers under Code of Civil Procedure section 998 offers.

4. News from The State Bar

(a) Public Comment

The State Bar of California currently has the following items posted for public comment. Do check the Public Comment section on The State Bar’s website for new postings.

Feb. 29 Deadline: Proposed amendments to Rules 5-110 and 5-220 of the Rules of Professional Conduct of the State Bar of California

Feb. 3 Deadline: Proposed Amendment to Rule 5.44l(A) of the Rules of Procedure of the State Bar of California Relating to the Filing Requirements for Reinstatement Proceedings

If you feel that the LPMT Executive Committee should submit comments on behalf of the LPMT Section members to a particular item out for public comment, please contact Amy Williams, Chair of the Rules Subcommittee at aawlaw@earthlink.net.

PLEASE NOTE: Publication for public comment is not, and shall not be, construed as a recommendation or approval by the Board of Trustees of the materials published.

5. The Bottom Line/eTBL

February Issue

Co-editor, Michael Fenger, has announced that the following articles are scheduled to appear in the February issue of The Bottom Line:

  • A Hidden Insider Threat: Exposing Visual Hackers, by Mari J. Frank, Esq., CIPP
  • Analytics Made Easy: Lawyer-Friendly Technology for Better eDiscovery, by Christi McGowan
  • Strategies to Improve Law Firm Collections and Cash Flow, by Patrick M. Maloney
  • Regular Associate Evaluation Promotes Professional Development, by Donna Low
  • The Admin’s Guide to Organizing Digital Files, by Julie Perrine, CAP-OM, MBTI Certified

Articles for publication are welcome.  Send them to mike.fenger@ceb.ucla.edu or to Section Coordinator, Kristina Robledo (Kristina.Robledo@calbar.ca.gov), to be reviewed by the editorial committee.  Obtain the Guidelines for submitting articles from the Section Coordinator.

Archived Articles: Archived issues of The Bottom Line can be found in the Members Only 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 (Kristina.Robledo@calbar.ca.gov).

6. Educational Opportunities

(a) A Word from the Education Chair Jeff Bennion

The goal of the Education Committee is to provide our members with tips and best practices to run your law practices more efficiently and how to use technology to give you an edge. The Education Committee is planning a series of MCLE opportunities for 2016 to accomplish those goals. This year, we will be focusing on the following:

E-discovery:  A series of MCLE opportunities on ethical duties, pitfalls, cost-saving tips, tips on how to best work with large data sets in deposition and trial, tips on how to organize document review projects, how to handle motions to compel, as well as other interesting and helpful tutorials on working with electronic data.

Cybersecurity:  A series on tips for protecting yourself, tips for using the cloud, what to look out for in choosing an e-mail and cloud service provider, and securing your mobile and remote access points to your files.

Being Persuasive in Trial:  Using technology in trial to prepare and present your evidence, how to create simple and effective timelines, options for presenting evidence at trial and when you should or should not do it yourself, how to prepare digital trial notebooks.

Paperless offices:  Tips on how to make the transition to paperless, some of the free and low cost tools available to you to increase your efficiency in a paperless office, and the benefits of a paperless office.

If there are any topics that interest you, let us know and we'll work on putting a program together for you. If you would like to contribute to an MCLE self-study article or a webinar, please contact the Education Chair, Jeff Bennion, at jeff@jbennionlaw.com.

(b) CYLA 10-Minute Mentor

The California Young Lawyers Association has assembled a series of mentoring videos which are posted HERE. New videos are being added all the time.

Videos by LPMT Executive Committee members/advisors are set forth below.

The hashtag for the CYLA Mentoring Videos is, #10MinuteMentor, should you wish to retweet any of the videos.

(c) Online CLE

View the Online CLE catalog to find webinars and programs presented by the LPMT Section or which contain practice management topics. Also find articles from Section publications, including The Bottom Line, to obtain self-study MCLE credit.

Please provide your thoughts and suggestions to the Chair of the Education Committee, Jeff Bennion or LPMT@calbar.ca.gov. Let Jeff hear from you with suggested topics or a proposal to present a webinar or program.

7. Executive Committee News

(a) Recruiting Members for the LPMT 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 2016-2017 committee appointments and the 2016-2017 application forms (Word and PDF) at http://cc.calbar.ca.gov. Applications are due now.

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 educational opportunities (webinars and in-person programs), articles for The Bottom Line and eNewsletter, technology tips, etc., for the Section members. 

For more information, contact: Section Coordinator Kristina Robledo, 415-538-2467, kristina.robledo@calbar.ca.gov.

(b) New Executive Committee Members

Five members were appointed to the LPMT Executive Committee and started their terms following the State Bar Annual Meeting.  They are Araceli Almazan, attorney, Los Angeles; Jack Kenefick, public member, Laguna Hills; Cynthia Mascio, public member (paralegal), Cerritos; Christi McGowan, public member (paralegal), San Clemente; and George Seide, attorney, Calabasas.  We will be introducing you to these new members in future issues of the eNews.    In this issue, we spotlight paralegal, Christi McGowan, who brings her extensive knowledge of law-related technology to the Executive Committee. Welcome, Christi!

Christi McGowan owns and operates eDiscovery Litigation Specialists, Inc., an eDiscovery vendor that handles processing, analytic processing, collection, forensics, hosting and consulting services for any litigation type or size.

From 2003-2015, Christi McGowan was the Litigation Support Manager and Paralegal at the law firm of Bienert, Miller & Katzman, PLC in San Clemente.  Christi acquired her paralegal certification in 2005 and is experienced in both criminal and civil practice.  With her extensive knowledge of law related technology, she assisted legal staff throughout every aspect of case investigation and litigation.  In addition to serving as the Criminal Chair for the Orange County Paralegal Association, Christi has been a guest speaker for several colleges on technology based applications, was the technology speaker at the 2013 and 2014 CAPA Conferences.  Christi is a Concordance Certified Software Instructor (CCST), Concordance Certified Software Administrator, and  LAW PreDiscovery User and Administrator Certified. 

Ms. McGowan joined the Adjunct Faculty at the University of California at San Diego in 2014 to teach Litigation Support and Computers for the Legal Professional.

(c) 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).

(d) Opening, Growing and Managing a Law Office

Opening a Law OfficePurchase 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.

8. Future State Bar Annual Meetings

2016: September 29-October 2, San Diego
2017: August 24-27, Anaheim
2018: September 13-16, San Diego

9. Benefits for Members

Make the most of your membership in the LPMT Section by using the following vendors who are offering discounts to LPMT Section members.

  • Time59
  • AB Unlimited
  • Lexology®
  • TechnoLawyer®
  • LawBiz®
  • ShareFile
  • JumpStart Genius®
  • CEB®
  • Inventus

For detailed information about vendor benefits, go to the Members Only Section under Special Offers and Discounts.

Contact Us

Law Practice Management and Technology Section
The State  Bar of California
180 Howard Street
San Francisco, CA 94105
415-538-2520
FAX 415-538-2368
lpmt@calbar.ca.gov