LPMT eNews
July/August 2015

  1. Chair's Message
  2. Did You Know . . . Tech Tips?
    1. Top 10 Social Networking Tips
  3. Did You Know . . . Articles
    1. Marketing - Tips for Creating Some Discipline
    2. Wage and Hour Claims by Interns/Externs
    3. Legal Materials Available Online
    4. Senate Bill 213 - Juries: criminal trials: peremptory challenges
  4. State Bar News
    1. Formal Opinion No. 2015-193 (eDiscovery of ESI)
    2. Public Comment
    3. Bar Exam
    4. Forms Page on the State Bar's Website
  5. The Bottom Line/eTBL
  6. Educational Opportunities
  7. Executive Committee News
  8. Future State Bar Annual Meetings
  9. Member Benefits

1. From the Chair

Nyanza Shaw, Chair, LPMTIt was my honor to present a program at the Solo and Small Firm Summit in Newport Beach, California, in June along with my fellow LPMT Executive Committee member, Mari Frank, Esq. First, I'd like to say that the conference is excellently organized by the State Bar and is an incredible resource for solo and small firm attorneys so if you have not attended in the past I would encourage you to attend next year.

Our program was entitled "Professional Competence: Balancing Control of your Life and Practice." The emphasis in our program was to share ways in which all of us on a daily basis can be more mindful and therefore more focused, alert, and energized and therefore more productive and happy in our practice. Along with actually leading the attendees in some physical and mental exercises, we shared the following tips that may also be helpful to you in balancing control of your life and practice.

  • Be organized
  • Make a to do list for office and home
  • Take mini-breaks throughout the day
  • Make use of technology for efficiency, but don't let it rule your life
  • Have "focused sessions" at work, eliminate all distractions and work on one task at a time
  • Set specific times to check emails/social networking
  • Delegate efficiently and utilize your support network
  • Take time to unwind or engage in a mindfulness exercise such as meditation or working out
  • Make time for Family and Friends!

Mari and I will also be presenting a program at the Annual State Bar Meeting on Thursday, October 8th from 4 p.m. - 5:30 p.m. entitled "Competency and Consciousness through Mindfulness" where we will continue to explore these topics. Hope to see you in October in Anaheim!

As always, we want the eNews to be your forum, so if you would like to submit an article or have a suggestion for a topic for us to cover please email me at Nyanza@shawesquire.com or contact Patty Miller, Chair of the eNews Subcommittee, at pemiller@grunskylaw.com.

Nyanza Shaw, Chair, LPMT
nyanza@shawesquire.com

2. Did You Know . . . Tech Tips?

Top 10 Social Networking Tips: Marketing and PR social networking best practices

By Amy L. Juers, MBA
Reprinted with permission.

Now is the right time to get involved in social networking marketing, however understanding which sites offer the most appropriate venue for your company may be a mystery. Paring your company's goals with the platform and strengths of select social networking sites can equate to an increase in conversions, a.k.a., shortened more effective sales funnel.

Investigating your options, preparing a strategy, and making the commitment to consistency of effort is what it will take to be successful, which is the same approach you may have had to take in a host of other business initiatives. Simply jumping in for the sake of getting your feet wet is not a strategic social networking tactic.

Do research to gain an understanding of your options, match options with goals, and consider launching initiatives through multiple outlets. Slow and steady wins the race. Social networking is here to stay, develop a strategy and set the wheels in motion to take advantage of all this has to offer.

Consider these marketing & PR social networking best practices

1) Conduct your own investigation

Before you determine whether or not to invest resources or any energy into creating a business profile and joining a site, investigate the leading sites and kick the tires! Social networking sites require zero "real cash" outlay, costing only the investment of research time.

2) Select social networking opportunities that support business goals

Test the waters before you dive in, ask your prospects, clients and employees which social networking site they prefer. Not every site is going to be a fit and align with your firm goals.

3) Get the word out - and if needed - educate your clients!

Connect to your prospects, clients and who's who in your channel. Introducing a "chat" group on Facebook for clients makes little sense if your clients have no understanding of how to create a profile or get connected.

4) Structure or limit the time invested in managing a social networking site

Whether responding to posts, making connections with people, or adding content to your profile, make regular updates once or twice weekly. Calendar for 15-minutes one time per week to maintain each site.

5) Avoid getting personal

Publish content relevant to your expertise to establish thought-leadership status. No one really wants to know if you just finished a cup of coffee or if your dog has fleas.

6) Don't over-stimulate with too much content

Keep postings brief and informational.

7) Resist begging

Create a consistently informational space and followers will line up to "friend" you.

8) Avoid posting on what may be sensitive topics

Events will unfold in the industry or within a competitors business that may be highly tempting to post about. The safest approach is to stay neutral, be informative and remain professional.

9) Measure your activity

You cannot analyze what you cannot measure. Track your tweets, followers, time spent, and conversions.

10) Keep current on social networking trends

Subscribe to a social networking blog or legal industry RSS feed to receive legal industry social networking, marketing and PR updates daily or weekly.

About the Author:

Amy JuersAmy Juers is the founder and CEO of Edge Legal Marketing, a marketing and public relations firm that services the legal industry. On a daily basis Amy enjoys sharing her 20+ years of strategic marketing and public relations insight with her team and clients from all over the world.

Prior to leading Edge Legal Marketing, Amy served as president of LegalVoice for three years and director of marketing at Quorum (now part of Kroll Ontrack) for five years. Amy earned her Bachelor of Science in business from the University of Minnesota - Duluth and a master's degree in business and management information systems from Metropolitan State University. In her free time Amy serves as executive director of Women in eDiscovery. 651.450.9090; ajuers@EdgeLegalMarketing.com; www.edgelegalmarketing.com.

3. Did You Know . . . Articles

(a) Marketing

Tips for Creating Some Marketing Discipline

By Sally J. Schmidt | May 28, 2015

Source: http://www.attorneyatwork.com/creating-marketing-discipline/

Reprinted with permission.

When coaching attorneys, I ask them to identify their biggest marketing and business development challenges. Their issues run the gamut from not enjoying cocktail parties to recently having relocated.

Some of the issues they name are legitimate obstacles that need to be overcome. However, in many instances, the problems I hear are things like these:

  • A lack of follow-up
  • Not having enough time
  • Not having a plan and sticking to it
  • Inertia
  • Too many balls in the air

In my mind, these issues relate to focus and discipline, and they can be remedied. Will being better organized make a difference? In short, yes, because much of your business development success hinges on building relationships with the right people, being strategic about your activities, and being persistent and visible.

For example, we know that clients and referral sources are most likely to refer business to people they have heard from or seen in the prior three months. Creating a method to systematically stay in touch with contacts will help you increase your odds of being top of mind.

Tips for Organization and Discipline

Maybe you can't or won't be a "natural" marketer, but anyone can be organized. I have listed a variety of tips below, which may be more or less effective given your situation. I'm not suggesting you embrace them all, but adopting a few will help you create more marketing discipline.

  1. Create a list of contacts. Put them in priority order, or organize them into buckets, for example, A = Bimonthly contact; B = Semiannual contact; C = Annual contact (e.g., holiday card). Update your list each year.

  2. Create and work an annual marketing/business development plan. Divide it into two sections: (a) Things you will do to build your reputation (such as writing, speaking, organizational activities); and (b) People you will see, how often and why. Use this process to assess the value of what you are already doing. Do your activities target the "right" people? Will they lead to opportunities to develop relationships?

  3. Schedule marketing appointments with yourself. Calendar a few hours a week for marketing administrative activities, like sending thank-you notes, setting up lunches or connecting with people on LinkedIn.

  4. Break big marketing projects into smaller, more manageable tasks. For example, if you are writing an article, have a one-week deadline to create an outline; the second week could the deadline for the first section draft; etc.

  5. Set up alerts on clients and prospects (e.g., case filings or Google Alerts). These will automatically send you information about your targets, which you can use as a reason to contact them.

  6. Establish an objective for your business development and marketing time (e.g., 200 hours a year), and record this time as you do your billable time. As David Maister once said, "People are too busy overinvesting in making today look good (this month's billable hours) and underinvesting in building a better tomorrow (their own 'get better' strategies)." While time isn't the only factor that leads to success, you do need to make a certain investment in order to see a return.

  7. Use technology tools. You can create a contact management system through LinkedIn or Outlook, both of which allow you to keep private notes on your contacts and schedule reminders. Similarly, other tools, like IFTTT (If This, Then That) will automate some of your marketing tasks; for example, if you write a blog post, IFTTT can automatically post it on LinkedIn.

  8. Track your activities and results. Put notes in Outlook, set up a chart, or keep files on people you saw and what you discussed. Maintain a spreadsheet of attendees from seminars or webinars at which you presented. Look for follow-up opportunities.

  9. Take advantage of your firm's resources. Be sure your contacts are signed up to receive appropriate alerts, seminar invitations and webinar announcements. Request firm tickets to ballgames or concerts. These kinds of tools and activities give you ways to stay in touch and allow you to add value to relationships.

Frequently, lawyers will look at rainmakers and say, "She's a natural" or "I can't be like him." But there are fewer "naturals" than you might think. I have seen lawyers representing all personality types, practices and geographic locales become very good business developers. Many rainmakers are successful because they manage their marketing efforts well.

About the Author:

Sally J. Schmidt Sally J. Schmidt is President of Schmidt Marketing, Inc., which offers marketing services to law firms. Sally was a founder and the first President of the Legal Marketing Association. She is a Fellow of the College of Law Practice Management and was one of the first inductees into the LMA's Hall of Fame. She is the author of "Marketing the Law Firm: Business Development Techniques" and "Business Development for Lawyers: Strategies for Getting and Keeping Clients." Sally writes Attorney at Work's "Play to Win" column. Follow her on Twitter @SallySchmidt.

(b) Wage and Hour Claims by Interns and Externs

Avoiding Exposure to Wage and Hour Claims by Interns and Externs

By Neil Pedersen

Private law firms that take on unpaid interns and externs need to be careful. Many industries are seeing an uptick in lawsuits by former interns and externs claiming they should have been paid, should have been provided with required meal and rest periods and otherwise treated as employees, not the volunteers they were touted to be.

The general rule in California is that any person that "suffers or permits" another to perform work for them is an employer and the California Labor Code will apply to that relationship. An internship or externship falls outside of that general definition only if the workers attain the special status of trainee or intern who performs some work as part of an educational or vocational program.1 Unless the internship is set up to fall within the exception to the general rule, an intern is nothing more than an employee with a different label attached to him or her, and all of the laws related to how to treat an employee applies equally to that intern. Thus, unless the internship is clearly within the legal exception to the rule, the intern has the right to be paid, the right to meal and rest periods, the right to accurate and timely paychecks and pay stubs, and all other rights of an employee. The intern cannot be asked to waive those rights; any attempt to procure a waiver would be void as a matter of law.

To determine if a particular internship falls within the legal exception requires knowledge of both the federal and state labor codes which both apply to California employers. We start with the federal Department of Labor's six part test for determining the legality of an unpaid internship. The DOL issued a Fact Sheet #71 that provides the following six requirements for such an unpaid internship:

  1. The internship, even though it includes actual operation of the facilities of the employer, must be similar to training which would be given in an educational environment;
  2. The internship experience must be for the benefit of the intern;
  3. The intern cannot displace regular employees, but must work under close supervision of existing staff;
  4. The employer that provides the training cannot derive any immediate advantage from the activities of the intern, and on occasion its operations may actually be impeded;
  5. The intern is not necessarily entitled to a job at the conclusion of the internship; and
  6. The employer and the intern understand that the intern is not entitled to wages for the time spent in the internship.
In addition to the six-factor Department of Labor test, some courts have held an unpaid internship in California must meet five additional requirements:
  1. Any internship should be part of an educational curriculum - The internship must be a partnership between employer, school and intern. No one can just show up and start working for nothing with the hope of obtaining some future benefit.
  2. The intern should not receive employee benefits.
  3. The training received by interns should be general so as to qualify the interns for work in any similar business, rather than designed specifically for a job with the employer offering the program.
  4. The screening process for interns should not be the same as for regular employment, but rather must be based on criteria relevant for admission into an independent educational program.
  5. Advertisements or postings for internships should clearly describe the positions as educational or training-based rather than employment - California clearly requires employers to be upfront regarding the "unpaid" thing.

To be sure your interns do not expose your firm to future wage and hour lawsuits, the internship must be established in a manner consistent with these guidelines. If you have any question at all, it is best to consult with an experienced employment attorney.

1 For all intents and purposes an "intern" and an "extern" are functionally the same thing under the law, so where I refer to interns or internships here you should understand that these principles apply equally to both labels.

About the Author:

Neil PedersenNeil Pedersen is a Member of the Executive Committee of the State Bar Law Practice Management and Technology Section. He is the principal of Pedersen McQueen APLC, an Orange County, California small litigation firm that focuses primarily on representing employees in discrimination, harassment, retaliation, wage and hour, and leave issues. Neil also teaches a three-unit course on Employment Law at Western State College of Law in Fullerton, California. Neil can be reached at npedersen@pedersenlaw.com.

(c) Authenticated Electronic Legal Materials Online

Electronic Legal Materials Available Online

By Anne Bernardo
Director, Tulare County Public law Library

As of July 1, 2015, the California Constitution, the statutes of the state, and the California Codes, are available online in authenticated form at leginfo.legislature.ca.gov. California's effort to adopt the Uniform Electronic Material Act was led by the advocacy of law librarians, Michele Finerty, McGeorge School of Law, Judy Janes, UC Davis Mabie Law Library, David McFadden, Southwestern School of Law, and Larry Meyer, Law Library of San Bernardino County and LPMT Advisory member. The team's outstanding work in fact will be recognized with the Robert L. Oakley Advocacy Award at this year's American Association of Law Libraries annual meeting.

Diane Boyer-Vine, California Legislative Counsel, issued the following notice when announcing the July 1 launch:

State of California Offers Authenticated Electronic Legal Materials Online

The State of California is now publishing electronic legal materials online that for the first time provide the public with "blue ribbon" assurances the documents are authentic.

Authenticated California electronic legal materials are available to the public, thanks to the Uniform Electronic Legal Material Act, which was chaptered into California law in 2012 to become operative on July 1, 2015. The complete law is found in Sections 10290-10300 of the Government Code.

The law specifies that the California Office of Legislative Counsel is the official publisher of certain legal materials in an electronic format that provides for authentication of the materials. The authentication method selected allows the user viewing the legal material to confirm the document is accurate.

Authenticated electronic legal materials and a variety of additional legislative information are available at the new California Legislative Information website - leginfo.legislature.ca.gov - maintained by the Office of Legislative Counsel.

The following California legal materials are available in authenticated form as of July 1, 2015:

  1. The California Constitution;
  2. The statutes of the state; and
  3. The California Codes.

The widely used PDF electronic document format is utilized to allow broad accessibility to the authenticated legal materials. Adobe Acrobat digital signature technology allows the public user to confirm the source of the PDF document and to verify it is authentic.

If the electronic legal materials are authentic, users see a "blue ribbon" icon and can click on a "State of California Authenticated Electronic Legal Material" digital signature seal of authenticity within the document to review authentication details. Free Acrobat Reader PDF viewing software is all that is required and the authentication works "offline" without an Internet connection.

In addition to authentication, the Uniform Electronic Legal Material Act also requires the Office of Legislative Counsel to ensure all electronic records designated as official legal materials be preserved. Preservation of official electronic legal materials ensures the integrity of the records, provides for backup and disaster recovery of the records, and ensures the material will continue to be accessible, usable, and permanently available to the public.

Authentication and preservation technology gives electronic legal materials the same accuracy and reliability historically found only in official printed records. Authenticated electronic legal materials are available starting July 1, 2015, and will be available for following but not prior years.

Authentication of an electronic document does not apply to the printed version of that document. Therefore, a "State of California Authenticated Electronic Legal Material" digital signature seal of authenticity visible in a printed document does not attest to its authenticity.

About the Author:

Anne Bernardo is the Director of the Tulare County Public Law Library and serves on the LPMT Executive Committee as the liaison representing Law Libraries.

(d) Senate Bill 213 - Juries: criminal trials: peremptory challenges

Attorney Perry Segal has alerted us to Senate Bill 213 which was introduced by Senator Marty Block on February 11, 2015. The Bill is now making its way through the committees in the Senate and Assembly. SB 213 would change the number of peremptory challenges allowed in some criminal misdemeanor cases from 10 to 6, for an experimental six-year period. A peremptory challenge is used to dismiss a juror whom a prosecutor or defense attorney suspects, but cannot prove, is biased. There has been much discussion both for and against the change. Former State Bar President Luis J. Rodriguez and Jeff Adachi, the elected public defender of San Francisco, wrote an article, "Changing jury selection is bad for justice," which appeared in the Sacramento Bee on July 15, 2015. [http://www.sacbee.com/opinion /op-ed/soapbox/article27159892.html] An editorial appeared in the Los Angeles Times on June 21, 2015, "The problem with peremptory challenges to jurors."

[http://www.latimes.com/opinion/editorials/la-ed-peremptory-challenges-in-misdemeanor-trials-ab87-20150621-story.html]

Read the complete bill HERE.

4. News from The State Bar

(a) Formal Opinion No. 2015-193 - Discovery of Electronically Stored Information

Attorney Perry Segal discusses Formal Opinion No. 2015-193, recently published by The State Bar of California Standing Committee on Professional Responsibility and Conduct (COPRAC).

On June 30, 2015, COPRAC published Formal Opinion No. 2015-193, addressing a hypothetical attorney's ethical duties in the handling of "discovery of electronically stored information" (eDiscovery of ESI).

The Opinion is advisory only and not binding. Authorities consulted for the Opinion include, Rules 3-100 and 3-110 of the Rules of Professional Conduct of the State Bar of California, Business and Professions Code § 6068(e) and Evidence Code § 952, 954 and 955. Federal Rules of Evidence are also cited.

Digest

"An attorney's obligations under the ethical duty of competence evolve as new technologies develop and become integrated with the practice of law. Attorney competence related to litigation generally requires, among other things, and at a minimum, a basic understanding of, and facility with, issues relating to e-discovery, including the discovery of electronically stored information ("ESI"). On a case-by-case basis, the duty of competence may require a higher level of technical knowledge and ability, depending on the e-discovery issues involved in a matter, and the nature of the ESI. Competency may require even a highly experienced attorney to seek assistance in some litigation matters involving ESI. An attorney lacking the required competence for e-discovery issues has three options: (1) acquire sufficient learning and skill before performance is required; (2) associate with or consult technical consultants or competent counsel; or (3) decline the client representation. Lack of competence in e-discovery issues also may lead to an ethical violation of an attorney's duty of confidentiality."

Facts and Discussion

The hypothetical involves a typical factual scenario that triggers the necessity for Electronic Discovery between two parties in a litigious matter. The seven-page document goes on to examine one party's attorney's performance of his ethical duties under the following criteria:

  1. Duty of Competence
    1. Did Attorney Violate The Duty of Competence Arising From His Own Acts/Omissions?
    2. Did Attorney Violate The Duty of Competence By Failing To Supervise?
  2. Duty of Confidentiality

Conclusion

It is important to note that the Opinion is based on a very fact-specific hypothetical; therefore, the Committee recommends that readers completely familiarize themselves with the scenario in order to apply it to the summary:

"Electronic document creation and/or storage, and electronic communications, have become commonplace in modern life, and discovery of ESI is now a frequent part of almost any litigated matter. Attorneys who handle litigation may not ignore the requirements and obligations of electronic discovery. Depending on the factual circumstances, a lack of technological knowledge in handling e-discovery may render an attorney ethically incompetent to handle certain litigation matters involving e-discovery, absent curative assistance under rule 3-110(C), even where the attorney may otherwise be highly experienced. It also may result in violations of the duty of confidentiality, notwithstanding a lack of bad faith conduct."

About the Author:

Perry L. Segal is an attorney with Charon Law in Redwood City, Co-Chair of the State Bar of California Council of State Bar Sections (CSBS) and member of the Cyberspace Law Committee of the Business Law Section. Perry is also a special advisor and Past Chair of the LPMT Executive Committee.

(b) Public Comment

The State Bar of California has several items out for public comment (see below). The Bar is seeking comments on (1) an opinion regarding an attorney's ability to disclose client information, and (2) an opinion on "puffing" or posturing by an attorney during negotiations.

Learn more about these items out for public comment by clicking on the titles below. Be aware of the various deadline dates if you want to submit comments. Should you feel that the LPMT Executive Committee should submit comments on behalf of the LPMT Section members, please contact Amy Williams, Chair of the Rules Subcommittee at aawlaw@earthlink.net.

Title Deadline
Proposed Formal Opinion Interim No. 12-0007 (Puffing in Negotiations) Sept. 23, 2015
Proposed Formal Opinion Interim No. 13-0005 (Publicly Available Confidential Information) Aug. 27, 2015

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

(c) Bar Exam

At its July meeting, the State Bar Board of Trustees voted unanimously to shorten the Bar Exam from three days to two.  This change is effective with the administration of the July 2017 exam.  We will bring you more information as it becomes available.  You may have seen the tweet sent out by the LPMT Section on July 27 announcing the change.  The tweet was picked up by "Above the Law," and imbedded in their story and credited to the Section.  The article was their #1 article for the week.  Shares of the tweet have exceeded 28,000+ as of August 3.  Wow, the power of social media!

(b) Forms Page on the State Bar's Website

The State Bar has recently redone its forms page on their web site.  The page contains a ton of information that lawyers would want to access.  Learn more at http://calbar.ca.gov/Attorneys/Forms.aspx.

5. The Bottom Line/eTBL

August Combined Issue

To better serve the membership and give us an opportunity to gather additional beneficial articles and information to share with you, the Executive Committee has decided to combine the articles to be published in the June issue (which has been delayed) with those in the August issue of The Bottom Line for one combined expanded issue. The articles scheduled to be in the expanded issue due out in August will include the articles set forth below and will also feature two articles offering MCLE self-study credit:

  • The Rise and Potential Fall of the Hourly Rate, by Ed Poll
  • Associate Development: Optional or Essential? by Tom Garberson, Esq.
  • MCLE Self-Study Credit-1 hour: Managing Clients' Expectations, by Neil Pedersen
  • What Lawyers Need to Know about the New Beta of Microsoft Office, by Jeff Bennion
  • MCLE Self-Study Credit-1 hour: Going Digital: Now is the Time to Convert Your Practice to a Paperless Environment, Part One, by Neil Pedersen. [Part One focuses on the primary reasons why the change will be helpful and necessary. Part Two, to be published in the October issue, will provide a step-by-step approach on how to make the change. ]

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) Self-Study CLE in Legal Ethics for Members of the Law Practice Management and Technology Section

As a benefit of Section membership, The State Bar is pleased to offer four hours of MCLE credit in Legal Ethics -- enough to fulfill your requirements in this subfield! Just watch the selected programs, and keep a record of having done so in the event you are audited for MCLE compliance.

(b) CYLA 10-Minute Mentor

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

LPMT Executive Committee member, Neil Pedersen, recently recorded two videos which will be posted to the web shortly:

  1. Time Management for the Busy Attorney
  2. The Paperless Law Office: Using Technology to Maximize Efficiency and Profit

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

Mari Frank - Successful Negotiation and Mediation in Your Practice

Peter Brewer - Evolving Your Solo Laws Practice: Daring to Become a Firm

Perry Segal - Today's Technologies and Maintaining Client Confidences 101

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

(c) Annual Meeting - October 2015

My Annual MeetingThe State Bar Annual Meeting will be held in Anaheim on October 8 to 11, 2015. The State Bar is in the process of announcing the programs, to be presented at the Annual Meeting. The programs set forth below will be presented by the LPMT Section. More detail about each program will be in the September eNews. Make your plans today to attend the Annual Meeting for networking and education and also enjoy the many attractions and activities in Anaheim and the surrounding area.

The Twitter hash tag for the 2015 Annual Meeting will be #CalBarAM15.

Thursday, October 8, 2015

4 p.m. - 5:30 p.m.
#20 - Honing Your Client Intake Skills to Avoid Practice Challenges
Speakers: Neil Pedersen and Theresa McQueen

Saturday, October 10, 2015

10:30 a.m. - 12 noon
#87 - Competency and Consciousness Through Mindfulness
Speakers: Mari Frank and Nyanza Shaw

2 p.m. - 3:30 p.m.
#97 - How to Find and Use Evidence Among Large E-Discovery Projects
Speaker: Jeff Bennion

4 p.m. - 5:30 p.m.
#107 - In My Opinion: A Review of the Latest Technology Rules to Protect Attorney & Client Confidentiality
Speaker: Perry Segal

Sunday, October 11, 2015

10 a.m. - 11:30 a.m.
#123 - Management Tools to Create Effective Law Office Employees
Speakers: Neil Pedersen and Donna Low

(d) 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.

(e) Your Help is Needed

Chair Nyanza Shaw's goals this year have been to involve more Section members in the activities of the LPMT Section. Get involved and be a part of the educational opportunities provided to the LPMT Section members -- Join the Executive Committee in planning future educational events, including webinars. Let the Education Committee know what topics or subject matters you want to have covered in future educational events and webinars. Volunteer to do a webinar or speak at a future event.

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

7. Executive Committee News

(a) Executive Committee Resources - Another Benefit for LPMT Section Members

The members of the Law Practice Management and Technology Section Executive Committee have a broad range of knowledge that can help you run your practice more efficiently. Reach out to these members if you have questions or need guidance. The members of the Executive Committee have expertise in many areas, including technology, practice management, finances, human resources, ethics, and more. Send your requests for assistance or questions to LPMT@calbar.ca.gov or use the newly-created Twitter hash tag, #AskLPMT.

(b) 2015-2016

Watch for the September eNews to learn who the officers of the Executive Committee will be for 2015-2016. The newly-appointed members of the Executive Committee will also be announced in the September eNews following their approval by the Board of Trustees.

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

(1) Perry Segal: Past Chair and current Special Advisor, Perry Segal, has been appointed to the Cyberspace Law Committee of the Business Law Section. Congratulations, Perry!

(2) Tangela Terry: Past Chair Tangela Terry has been appointed to serve on the Executive Committee of the Criminal Law Section commencing after the Annual Meeting in October. Congratulations, Tangela!

(d) News from LPMT Section Members:

Members, let us know what you are doing so we can include your activities and accomplishments in our next eNewsletter. Let us hear from you (LPMT@calbar.ca.gov).

(e) Opening, Growing and Managing a Law Office.

Purchase the State Bar's two publications, The California Guide to Opening a Law Office and The California Guide to Growing and Managing a Law Office (official hash tag #GrowLaw) to assist you in running and growing your law practice. Your Executive Committee members are contributing authors.

8. Future State Bar Annual Meetings

2015: October 8-11, Anaheim
2016: September 29-October 2, San Diego
2017: August 24-27, Anaheim
2018: September 13-16, San Diego

9. Member Benefits

The July/August eNews included detailed information about how members of the LPMT can take advantage of discounts.

  • 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.

Acknowledgments:

Special thanks to those who have contributed content to the July/August 2015 issue of the eNews -- Perry Segal, Neil Pedersen, Patty Miller, Annie Parrish, Nyanza Shaw, Anne Bernardo, Michael Fenger.