July/August 2016

News from the Section

  1. Chair's Message
  2. Did You Know . . . Tech Tips?
    1. Why Your Data Is In Danger With Wearable Technology
  3. Did You Know ....Articles?
    1. Are Robots Going to Take Our Legal Jobs?
    2. Solo and Small Firm Summit – June 2016
    3. Changes in the Law – Effective July 1, 2016
  4. State Bar News
    1. Public Comment
    2. New Fee Part of Upcoming MCLE Audit
  5. The Bottom Line/eTBL
  6. Educational Opportunities
  7. Executive Committee News
  8. Future State Bar Annual Meetings
  9. Member Benefits

1. Chair's Message

LPMT Section Chair Kurt ObermeyerWelcome to the July/August issue of LPMT’s eNews. I want to again thank the Executive Committee members serving on the eNews and eTBL/The Bottom Line Subcommittees for their tireless work in getting the publications out to our membership.  Without these members, we would not be able to provide this worthwhile information for our members so consistently.

We strive to find articles and information that is 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 most needed.   Also, thank you to all of you who 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 their 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, a worthwhile article in the IT arena is here for your review and thoughts - “Why Your Data Is In Danger With Wearable Technology.” Please do not ignore this information. Technology is a key aspect to keep your practice safe and up to date, not to mention being cost effective.

In addition, there is an interesting article on a subject that has been out there in numerous industries - “Are Robots Going to Take Our Legal Jobs?”
Finally, we have a review of the current Solo and Small Firm Summit last month. Some items that were discussed and may peak your interest are 1) Evolving Your Solo Practice, and 2) Ten Tips to Run Your Firm Well, Profitably, and Ethically. It was a great turnout with some really worthwhile information being distributed. Take a look at our review of some of the great ideas here.

As always, 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?

Why Your Data Is In Danger With Wearable Technology

By Roman Winter

When wearable technology like the Apple Watch was released, it resulted in people all over the world drooling at the prospect of Apple computers, phones, and watches all syncing together, sharing a huge data base with each individual platform. Since the Apple Watch was initially released, companies have taken it upon themselves in order to improve aspects of businesses such as workflow, communication between one another, and to provide a higher level of efficiency in businesses using Apple products.

However, as businesses have taken this opportunity to increase the productivity within it, there is a suggestion that there will more than 200 million people wearing technology by the year 2018. Understandably there are various positives to come out of wearable technology, but what of things you don’t hear about? Wearable technology also has considerable disadvantages and here they are.   

In this day and age with a lot of information and data shared on a virtual cloud, different people are able to access different amounts of information without permissions and through simple hacking processes. With all the access available remotely, pin protection and fingerprinting becomes increasingly crucial and without it information will become accessible at any given time and any given place.

Accessing data may not be the only problem, as third parties will often share information, making even more accessible within the minute. This means your sensitive information becomes immediately tracked and found by third parties and those looking to utilize the information. Your personal data also has a possibility of being intercepted by none other than hackers. Remember that your personal data is important and should not be compromised at any risk.

Hackers now offer a consistent threat, finding themselves locked into servers such as Playstation and releasing confidential, celebrity images. Considering everything is now becoming technology based security needs to be increased and made a priority. In the 1960’s, Spyware or Secret Agent Technology became increasingly popular. It was a way of secretly monitoring everyday civilians through the use of video and audio. Wearable technology immediately gives up your location, video and audio as well as access into all of your data, your surroundings and your conversations. It has become increasingly difficult now to shake off the shackles of consistent surveillance.

People may not understand the reason to keep data securely protected, but according Conan Dooley ‘If that data was carelessly stored, and then stolen through a breach by a malicious third party and sold to unscrupulous organizations that want to use that data to assess your health risks, you could one day face steep increases in health insurance…’ This indicates the importance of protecting data and restricting the amount of exposure each and every
one sees. Companies and laws are constantly changing so once you share your information with major businesses or the government, loop holes are in place to in order to secure the information and use as freely as they wish.

Even though wearable technology may be a risk in certain circumstances, there are various ways to avoid your personal data being used. Here are four quick tips to keep you and your personal data safe!

1. Enforce extra security precautions, with long, complicated and unique passwords. Make it as difficult as you possible can in order to protect your own data. Take your passwords seriously, as 90% of passwords can be cracked easily and within seconds, so avoid using simple terms, birthdays or even your name. It may be easy to remember, but it is also easy to hack.

2. Read the finer details of your user agreements for the cloud service you use. It may seem like a long process, but you are ultimately signing yourself into an agreement you don’t understand, or even know about.

3. Do not share, or place your sensitive information on cloud, as storing information important to yourself, or business away from the virtual world.

4. Encrypt your passwords. Encrypting is a secure and safe way to protect your personal data. There are many different software programs in place to help encrypt your files on the cloud and assist you in creating a password that’s safe and secure.  B1 Free Archiver  and TrueCrypt are just a few of the programs being offered today that can help with this.

About the Author:

Roman Winter is a graduate from the University of Manchester with a first class degree in Film and Media Studies. Roman has a passion for writing with several years’ experience in journalism and various different areas.

Source: http://www.lawtechnologytoday.org/2016/03/data-danger-wearable-technology/
Posted:  March 2, 2016    

3. Did You Know....Articles?

Are Robots Going to Take Our Legal Jobs?

By Jeff Bennion
Reprinted with permission from the author.

It is inevitable that technology will change the legal profession because it is changing all professions, but do we need to worry about it taking our jobs? If by “taking our jobs” you mean that one day there will be a bronze protocol droid in a three-piece suit behind your desk drafting an opposition to a motion for summary judgment, then probably not. But, if you mean that certain menial parts of your jobs are going to be outsourced to technology, then you are probably right.

We’ve seen great advances in the last 10 years in how technology has made our businesses more efficient, and we are certainly going to be seeing a lot more in the next 10 years, but it is important to draw a distinction between what those technologies will do and what they won’t do. Let’s look at some advancements that we’ve seen recently:

 Digital Bates stamping
Predictive coding
Advanced searches in legal research tools
Document assembly

The list goes on. Last year, I spoke to a company that has software that reviews and analyzes the language of contracts that your company has and alerts you of certain red-flag events, expiring contracts, inconsistent clauses, circular references to other defined terms, etc. The practice of law is evolving in that we are getting access to more efficient tools. So, if your job involves nothing but doing things like replacing bracketed text in jury instructions with the parties’ actual names, or printing out labels with Bates numbers on them and sticking those labels on the bottom right of each page of a document production, then you might be in trouble in the near future.

On the other hand, if your job is something that is made easier by shortcuts, but not replaced with shortcuts, then you are not in danger of losing your job to a robot. At least not in the next 10 years.

What Can Robots Do?

The book Incognito by neuroscientist David Eagleman looks at how the brain works, how humans analyze things, and what technology can replace from our brains and what it cannot.

Eagleman describes the steps of how a robot would approach the problem of stacking blocks. First, it would run a subroutine of identifying what is a block and what is not a block. Then, it would execute a subroutine to pick up the block. Then, it would execute a subroutine to stack the block on top of another block. Predictive coding can look at an index of millions of records and look at word relationships and patterns of keywords and synonyms to identify documents it “thinks” are relevant. But, according to Eagleman, tackling problems as subroutines that are performed in order, which is the only way artificial intelligence can operate right now, is not how the human brain solves problems. So, while Relativity might be able to find the top 100 hottest documents, it cannot figure out which of those would be best to use as deposition exhibits. It could look at a PowerPoint slide deck and tell you if the word density is too high, but it can’t tell you if it would be boring to listen to.

Long story short – receptionists might be replaced by an auto attendant from a cloud telephone service, but lawyers are still far off from being replaced (at least certain lawyers).

What Does This Mean For Us?

So, what if all you do is menial labor and you are worried that you are going to get replaced by a robot? Don’t worry. Your legal career is not on borrowed time. You do what Blockbuster and Kodak didn’t do – you evolve. Move yourself outside of the realm of menial tasks and things that can be solved by subroutines. That’s option one.

Option two is to learn to be the one who controls the technology.  Last week, I discussed how one of the best things a young lawyer can do is learn legal technology. Even more so if you feel that technology is going to replace your job. The technology does not buy itself and install itself. It does not run a cost/benefit analysis of using different systems. Relativity does not walk into a room and settle cases. It’s the administrators and document review teams that run the searches and use the shortcuts to find those documents. So, learn how to control and master the tools that create the shortcuts. As the person who controls the shortcuts, you’ll be in even higher demand than a professional Bates label applier.

About the author:
Jeff Bennion is Of Counsel at Estey & Bomberger LLP, a plaintiffs’ law firm specializing in mass torts and catastrophic injuries. He serves as a member of the Board of Directors of San Diego’s plaintiffs’ trial lawyers association, Consumer Attorneys of San Diego. He is also the Education Chair and Executive Committee member of the State Bar of California’s Law Practice Management and Technology section. He is a member of the Advisory Council and instructor at UCSD’s Litigation Technology Management program. His opinions are his own. Follow him on Twitter here or on Facebook here, or contact him by email at jeff@trial.technology.

Date:  Jun 21, 2016 at 2:02 PM

Solo and Small Firm Summit – June 2016

Peter Brewer, a member of the LPMT Executive Committee,  presented three programs at the Solo and Small Firm Summit this past June.  He provides a summary of two of the programs:

Evolving Your Solo Practice (Session Number 8)

For those readers who were fortunate enough to attend the Cal State Bar’s “Solo and Small Firm Summit” June 16 through 18 in Newport Beach, you were treated to an excellent event with dozens of interesting and enlightening seminar sessions.

One such session was Session Number 8, “Taking the Next Step – Evolving from Solo to a Small Firm.”  This session was well received.  The two speakers, each small firm owners, first asked the question, why not stay in solo practice?  Various considerations were explored, such as does having a firm suggest a likelihood of attracting larger cases?  Is there more opportunity for economic security?  In the final analysis, every form of attorney practice is a business, and every business involves risk, but the risk can be managed and the rewards of building a firm can be substantial.

Next the speakers considered the potential benefits of a firm.  The support you get from your co-workers includes emotional support as well as project assistance.  More attorneys can mean greater bandwidth of skill, experience, personality, and diversity.  A firm provides a confidential source for brainstorming discussions and idea sharing as well as the possibility of taking more pro-bono work or expanding into enjoyable or worthy but possibly less profitable undertakings.  Potential financial advantages and scheduling freedom were also discussed.

The potential drawbacks of a firm were also raised.  Those included risks, including for example financial risks of loan and financing guarantees.  Your responsibility to and for co-workers was considered, as was the time and responsibilities of management, both personnel and administrative matters.

Alternatives to a firm were also evaluated, such as associations of individual attorneys, “executive suite” style workplaces, and embedding oneself in an established firm as a subtenant.

The program wrapped up with a grab bag of suggestions and considerations, borne of the experience of the speakers.  These included discussion of where your work will come from, how to keep your employees gainfully occupied, and considerations of office space, conference space, technology, and necessary equipment such as a phone system, computer network, and more.

Legal aspects of being an employer were touched on, as was the necessity to have some basic skills in financial reporting and management.  There was discussion of establishing and maintaining good relationships among colleagues, vendors, and court personnel, and maintaining a website was briefly touched on.

The program wrapped up with a lofty goal for the highly optimistic – that is, purchase your office space as soon as your practice will allow it.  Have a written business plan, and periodically review and if necessary revise it.  And last but not least, be prepared to be the hardest working person in your firm.  Your subordinates will expect it and you must set the example for the firm culture.

Ten Tips to Run Your Firm Well, Profitably, and Ethically (Session Number 21)

For those readers who were fortunate enough to attend the Cal State Bar’s “Solo and Small Firm Summit” June 16 through 18 in Newport Beach, among the many entertaining and informative seminar sessions was number 21, “Ten Tips to Run Your Firm Well, Profitably, and Ethically.”  The program was well attended.

The two speakers are each owners of small (6-10 attorneys) law firms, and spoke to the audience from their own experiences.  Among the “tips” that were discussed were the following.

The speakers advised firm owners to generate their billing consistently, regularly, and on-time.  Attorneys should make it easy for their clients to pay, by such things as accepting credit cards, PayPal payments, having a payment portal on their website, and enclosing self-addressed envelopes with the hard copies of their bills.

Hiring and firing were also discussed.  Borrowing from the title of a book, the speakers advised firm owners to “hire slow, fire fast”, but compassionately, they added.  They stressed that a firm is only as good as its foundation, namely the people who comprise it.  For this reason it is imperative to have the right people in the right positions.  It was also suggested that one should hire for character, not for skills, because skills can be taught, whereas character is generally less malleable.

Building and fostering good and enduring relationships, both personal and professional, was considered.  This includes nurturing relationships with opposing counsel, with staff-level personnel in your clients’ organizations, doing pro-bono work, and being kind to your own co-workers.

Being responsive to your clients is key.  Especially be responsive to new client inquiries.  If a client has contacted you after looking at your on-line presence, chances are they have also contacted several other attorneys.  Often the first to respond is the one who gets the client.  Also communicate well and frequently with the clients you already have, including lots of detail in your billing statements.

Take matters that matter, was another point discussed.  Don’t be tempted to take matters outside of your areas of expertise, as it will cause you stress at being outside your comfort zone, and you will have to work harder to compensate for your subject-matter ignorance.  Also reject bad cases, especially ones where one or more attorneys have been previously involved for your prospective client.  Avoid clients who have unrealistic expectations, and don’t hesitate to get realistic retainers in advance.  It is better to find out before you have done the work that a client doesn’t have the funds to pay you.

Speaking of retainers, the use of them was encouraged.  Especially if you get a realistic amount.  Requesting a realistic retainer amount can serve as a litmus test as to whether your prospective client intends to pay.  If he or she balks now you can be pretty assured of problems later. Also promoted was the use of “evergreen” retainers, where the client replenishes the retainer to the agreed-upon amount each month.  Retainers should be strictly maintained in the attorney’s trust account and never comingled with the operating funds.  Attorneys should be mindful of the B&P Code sections regulating retainer agreements, found generally at B&P Code sections 6146-6149.5.

An attorney should be mindful of his or her image.  It is useful to step back and do your best to see yourself as clients might perceive you.  Be sensitive about the image you are projecting, whether intentional or inadvertent.  Be mindful of stereotypes about lawyers and do your best not to reinforce them.  Better yet, strive to be the opposite.

A counter-intuitive topic was recognizing when you need to separate from a client.  If you see your relationship going downhill or becoming antagonistic, the earlier you withdraw the better.  It is imperative to withdraw when the client becomes unreasonable or unrealistic, and it is unethical to continue representation when it becomes apparent that the client is pursuing a claim not supported by law, or is pursuing a claim for an improper purpose.  Drawing from experience the speakers mentioned a client who insisted on recovering attorney fees, notwithstanding that there was no contract or statute that entitled him to same.  Another example was a client, an attorney from another state but not licensed here, who wanted to recover for his “hundreds of hours” spent on the dispute.

Marketing, which could be a week-long seminar in its own right, was briefly touched on.  It is stressed that marketing is a process, not an event.  Thus it must be approached in a disciplined and consistent fashion.  One must start with a written plan, and it is imperative that you develop some manner of analytics to tell you what is working and what is not.  One suggestion was to get involved in and actively participate in organizations whose focus is something you are interested in or whose commonality is one you identify with.

As far as your office is concerned, build a team.  Consider some fun, off-site activities that are recreational only and not business related.  Encourage initiative.  Support continuing education and professional interests.

And one last tip regarding managing your office is to have written procedures.  Consider that your pizza from California Pizza Kitchen is extraordinarily consistent from geographic location to geographic location.  They have written procedures that are scrupulously followed.  This becomes absolutely essential as your firm grows.  If one co-worker is absent for the day you cannot allow the firm to be brought to a standstill because that person is the only one who knows how to do, for example, a new client intake.  Having written procedures allows you to take time off (whether voluntarily or involuntarily) and the firm keeps churning away.  A written procedure manual actually adds to the financial value of your practice.

About the Author:   Peter N. Brewer has been a lawyer for over 35 years, and is also licensed by the California Bureau of Real Estate as a real estate broker.  Peter started his own firm in 1995.  The firm has grown to six attorneys, practicing real estate and lending law.  The firm serves the legal needs of homeowners, purchasers and sellers, real estate and mortgage brokers, agents, brokerages, title companies, investors, other real estate professionals and their clients. Peter and his firm also represent clients in debt collection, creditor representation in bankruptcy, breach of contract matters, and other litigation and transactional work. Peter obtained his Juris Doctor degree from the University of Santa Clara Law School in 1979 and is also licensed to practice law in all State and Federal Courts in Idaho and certain Federal Courts in Michigan and Iowa (and probably in other states he no longer recalls).  He loves dogs, avoids kids, and is generally considered to have an insufferable disposition.

Peter N. Brewer, Esq.
Law Offices of Peter N. Brewer
2501 Park Blvd, 2nd Flr.
Palo Alto, CA 94306
(650) 327-2900 x 12

Real Estate Law – From the Ground Up®


Changes in the Law – Effective July 1, 2016

Every July new laws go to into effect, usually not as many as in January.  Information about three new laws is set forth below.  Be sure to check for any other new laws that may affect your practice of law: 


California Residency Requirement Begins July 1, 2016

Sacramento - The California Department of Motor Vehicles (DMV) wants to inform customers applying for a driver license (DL) or identification (ID) card for the first time, beginning July 1, they will be required to provide the DMV with two documents that prove they are California residents.

The California residency requirement under Assembly Bill 1465, applies to all first time California DL and ID card original applicants, including commercial, motorcycle, and Class C. The law does not apply to applicants who are renewing, applying for a duplicate, or a correction to their current DL or ID card.

Currently, applicants under Assembly Bill 60 are already required to provide proof of California residency.

A few examples of acceptable documents to prove California residency are:

  • Rental or lease agreement with the signature of the owner/landlord and the tenant/resident
  • Deed or title to residential real property
  • Mortgage bill
  • Home utility bills (including cellular phone)
  • Medical documents
  • Employee documents

For the full list of documents accepted to verify California residency: https://www.dmv.ca.gov/portal/dmv/detail/dl/residency_requirement*

Read Assembly Bill 1465:  http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=201520160AB1465


SB 667 changes the eligibility waiting period requirements when an individual files a second disability claim for the same or related condition s his/her initial claim.  SB 667 also extends the time between claims that with be considered one disability benefit period.  This law is effective July 1, 2016. Read the full text of Senate Bill 667: http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=201520160SB667


SB 501 reduces the prohibited amount of weekly disposable earnings that may be garnished pursuant to a withholding order.  The amendment is effective July 1, 2016. Read the full text of Senate Bill 501: http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=201520160SB501

4. News from The State Bar

Public Comment

The State Bar of California currently is calling for comments on new and amended Rules of Professional Conduct. The 90-day public comment period through September 27 is your chance to weigh in on the proposed changes. Do check the Public Comment section on The State Bar’s website for additional information and for new postings.

Sept. 27 Deadline: Comprehensive proposed amendments to the Rules of Professional Conduct of the State Bar of California

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.

New Fee Part of Upcoming MCLE Audit

An article in the July 2016 issue of the California Bar Journal announced that approximately 6,500 attorneys will receive audit letters to ensure compliance with Minimum Continuing Legal Education (MCLE) requirements.  This is the sixth year that the State Bar has conducted audits that could potentially result in disciplinary action.  The sample represents about 10 percent of attorneys in MCLE group 1 (people whose last names begin with the letters A through G) who reported compliance with MCLE requirements this cycle.

New this year, auditees who are found to be deficient will be assessed a $200 fee. There is also a $75 late fee for those who don’t comply with the audit by the deadline. The Board of Trustees adjusted the fee after reviewing other states’ fees for similar violations and to demonstrate the importance of complying with the regulations, said Chief Operating Officer Leah Wilson.

Read the full article:  http://www.calbarjournal.com/July2016/TopHeadlines/TH5.aspx     

5. The Bottom Line/eTBL

August Issue

The August issue will feature an interview with the new Director of CEB, Kelly Lake, together with timely, informative articles about practice management and technology. Articles for publication are welcome. Send them to mike.fenger@ceb.ucla.edu or to Section Coordinator, Julie Martinez (Julie.Martinez@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, Julie Martinez (Julie.Martinez@calbar.ca.gov).

6. Educational Opportunities

ABA LP Annual Meeting 2016 – August 4-9, 2016, San Francisco

The American Bar Association will hold its Annual Meeting in San Francisco on August 4 – 9.  The ABA/LP Annual Meeting is a great opportunity to learn essential CLE and get involved in Law Practice and cannot be missed!  Members of Law Practice are encouraged to participate in CLE, Committee Meetings, and networking events.  The Law Practice Division of the ABA will hold its meetings/ programs/events at the InterContinental San Francisco, 888 Howard Street.

Get more information, the list of scheduled events, and register at http://www.americanbar.org/calendar/annual.html

State Bar Annual Meeting – September 29 – October 2, 2016 San Diego


Educational Programs

Exhibition Hall

Thursday, September 29

11:15 a.m. - 5:30 p.m.

12:30 p.m. - 6:30 p.m.

Friday, September 30

8:30 a.m. - 5 p.m.

8 a.m. - 6 p.m.

Saturday, October 1

8:30 a.m. - 5 p.m.

8 a.m. - 2 p.m.

Sunday, October 2

8 a.m. - 11:30 a.m.


Stay in the center of all of the action and make your Hotel Reservations TODAY at the beautiful Marriott Marquis and San Diego Marina. Exclusive State Bar rate is $239 + tax per night, space available basis. Book Online at Marriott Marquis and San Diego Marina or telephone Marriott’s Passkey Reservations at 877-622-3056.

The LPMT Section is pleased to present the following educational programs at the Annual Meeting.  Be sure to register early and reserve your spot!!

Thursday, September 29 | 2:00 p.m. – 3:30 p.m.

Emotional Intelligence: A Critical Factor in Your Practice to Prevent Alcohol and Drug Abuse

Alcohol and drug abuse continues to be a problem among lawyers. This program will reveal the various indicators of substance abuse, what it is, and how it affects your law practice. Learn how emotional intelligence factors are closely linked to substance abuse and a lawyer’s competency with clients, opposing counsel and the courts, and how increased emotional intelligence is scientifically proven to reduce risk factors.
CLE: 1.5 Hours of Competence Issues
Speakers:  Nyanza Shaw and Mari Frank

Program 6



Friday, September 30 | 10:30 a.m. – 12:00 p.m.

Everything an Attorney Ever Wanted to Know About the Cloud

This advanced program covers all aspects of what attorneys need to know before they place their trust and information—and that of their clients—on the cloud. Learn about the perks and pitfalls of making use of this now-ubiquitous tool, including what State Bar ethics rules have to say.
CLE: 1.5 Hours of Which 1 Hour Applies to Legal Ethics
Speakers:  Perry Segal and Jeff Bennion

Program 38



Saturday, October 1 | 3:30 a.m. – 5:00 p.m.

What Litigators Must Know about E-discovery

With the recent California ethics opinion and the 2015 updates to the Federal Rules of Civil Procedure, there are many changes in the field of electronic discovery. Learn how electronic discovery can help avoid costly mistakes, and provide them the tools needed to aggressively pursue your clients’ rights.
CLE: 1.5 Hours of Which .5 Hour Applies to Legal Ethics and .5 Hour Applies to Competence Issues
Speaker:  Christi McGowan

Program 97

Sunday, October 2 | 8:30 a.m. - 10 a.m.

Laying Solid Foundation Stones Early for Career Success

In this presentation, attendees will learn about professional development as a lawyer. The speakers will offer guidance about establishing relationships with colleagues & potential clients. The panel will share techniques for business development & engaging the community. The outcome is a blueprint for enjoying a fulfilling career as a lawyer, while also maintaining sanity & personal relationships.
CLE: 1.5 Hours
Speaker:  Peter Brewer

Program 107

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

You're Invited -- California’s County Law Libraries Celebrate 125th Anniversary

The enactment of California’s county public law library system is officially 125 years old this year! San Francisco started it all with the establishment of its public law library by statute in 1870 and followed by San Jose in 1874. In Los Angeles’ efforts to garner legislative approval for its law library, it instead offered inclusive language in their legislative proposal allowing “any county in this State” to establish a law library. This met the approval of the legislature and the governor signed the Act to Establish Law Libraries on March 31, 1891.

Today, California’s public law libraries assist tens of thousands of California residents every year with their legal information needs. By making expensive legal materials, information technology, digital resources, and professional reference assistance available to all, law libraries serve a critical role in the public’s access to justice and are an essential component of the justice system.

To celebrate the 125th anniversary, the Council of California County Law Librarians cordially invites LPMT members to join law library friends and VIPs at a reception on Wednesday, August 17, 2016, 5:30 pm in Sacramento at the Wedgewood at the Sterling Hotel. Please RSVP to LPMT Executive Committee Law Libraries Liaison Anne Bernardo, abernard@co.tulare.ca.us, (559) 636-4601. Event sponsors include CEB and Thomson Reuters.

Liaisons to Executive Committee – Professional Organizations

The Executive Committee has welcomed law-related professional organizations with liaison positions on the Executive Committee for many years.  The liaisons bring a perspective to the Executive Committee from legal support staff and other non-attorneys in the legal profession.  Liaisons from the following organizations are currently serving on the Executive Committee:

CEB – Continuing Education of the Bar – Michael Fenger
Law Libraries – Anne Bernardo
LSI – Legal Secretaries, Incorporated – Mary Rocca, CCLS
CAPA – California Alliance of Paralegal Associations – [vacant]

2016 – 2017 New Executive Committee Members and Officers

The Executive Committee will be announcing its newest voting members and its officers for 2016-2017 in an upcoming eNews.  The announcement will be made following approval by the State Bar Board of Trustees.  Executive Committee members are always needed.  If you are interested in serving on the Executive Committee and providing your expertise and knowledge to benefit the Section, please submit your application which is available on the State Bar’s website.  For additional information, please contact Section Coordinator, Julia Martinez (Julie.martinez@calbar.gov.ca).

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).

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
2019:   September 12-15, Monterey
2020:  September 10-13, 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.

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


Special thanks to those who have contributed content to the July/August 2016 issue of the eNews – Peter Brewer, Annie Parrish, Patty Miller, Kurt Obermeyer, Michael Fenger

Contact Us

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