March/April 2017

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Members Needed for the LPMT Executive Committee Apply Now - Deadline Extended to April 14, 2017


News from the Section

  1. Chair's Message
  2. Did You Know . . . Tech Tips?
    1. Tips for Using Open Internet Access Points
    2. ITK (In The Know) – Protecting Your Identity
  3. Did You Know ....Articles?
    1. Travel Doesn’t Have to Be Stressful-Just Leave it to Your Apps
    2. Six Keys to Create a Positive Relationship with Your Clients
    3. Legal Resources Update
  4. State Bar News
  5. The Bottom Line/eTBL
  6. Educational Opportunities
  7. Executive Committee News
  8. Member Benefits

1. Chair's Message

Chair's message imageGreetings from the Chair, or at least from the person sitting in it. I am bothered by the increasing pessimism and negativity that has become pervasive in our society since the presidential election. I have heard many people echo my own thoughts and actions, saying that they avoid turning on the television, reading the news, or even checking in on Facebook. It seems the negativity is everywhere, perhaps justified, but nonetheless unpleasant, tiresome, and probably unhealthy for us and for society.

In reaction to this I felt like it might be a good idea to look for a little diversion.  Divertente, in Italian (same root) means funny or entertaining.  Let’s have some fun and entertainment.  Let’s explore some of the best “legal” movies of all time.  One can find a number of lists or compilations on the Internet by exploring such search phrases as, “Best Legal Movies”, “Best Law School Movies” or “Best Trial Movies.” While people have different opinions on and reactions to movies, there are a few that seem to end up on everyone’s list(s).

Some of the ubiquitous titles are, “To Kill a Mockingbird”, “Twelve Angry Men”, “Judgment at Nuremburg”, “Erin Brockovich”, and a personal favorite of mine, “Witness for the Prosecution.”  If you haven’t seen “Witness for the Prosecution” (1957) I highly recommend it.  Perhaps it is because the stubborn and curmudgeonly Charles Laughton, playing the barrister Sir Wilfred Robarts, is so funny and loveable and perhaps reminds me of myself, at least the curmudgeonly part.  The movie has more twists and turns than Lombard Street, and will keep you guessing until the end.

There are so many more great “legal” movies, too many to mention.  The “Above the Law” website has a fairly comprehensive list ( ).  “My Cousin Vinny” is a classic that recently celebrated its 25th anniversary.  A Hollywood unknown at the time, Marisa Tomei, walked off with the Oscar for Best Actress in a Supporting Role, to the surprise of many Hollywood stalwarts.  The movie is used in trial practice classes in many law schools, because Director Jonathan Lynn was reputed to be a stickler for procedural accuracy in this movie.  “The Caine Mutiny” is also a classic, with Bogart at his best.  Paul Newman in the 1982 “The Verdict” is well worth a look, although my personal favorite of Newman’s is “Absence of Malice.”  Al Pacino in “And Justice for All” should not be overlooked.

I have not seen “A Civil Action” but I read the book, and I assure you if you make it to page 100 you will call in sick to work so you can stay home and keep reading.  It is a true story and I know some of the people who were mentioned in the book.

Among the less intellectual but fun movies are “The Firm” and “A Few Good Men.”  While not particularly plausible, “A Few Good Men” was well acted and has a great and memorable dramatic courtroom scene, parodied in a Los Angeles billboard advertising a dentist that said, “You can’t handle the tooth!”

Among law school movies ( one would be remiss to not mention “The Paper Chase”, a true classic.  And again, among the less intellectual movies one must give a nod to is “Legally Blond.”

While this barely scrapes the surface, please consider it to be my personal invitation to stop grousing, if you have been, and instead renew your commitment to optimism and get out there and have some fun.  Legal movies (and books) are a great diversion and can be a pretty good liniment for the stresses of society’s discontent.  Get in a good mood and share it with others.  Thanks for your time reading this.

Peter N. Brewer, Esq., Chair, LPMT

2. Did You Know . . . Tech Tips?

Tips for using open internet access points

By Jason Peterson

Attorneys work on the go and often use open wireless internet access points. These free access points are convenient but rarely secure. Any information transmitted between your computer and a website can be obtained by monitoring wireless internet traffic unless the connection is secured with encryption.

To check for a secure connection with the website look for a lock in the website address bar or for the website address to start with HTTPS instead of the unsecured HTTP.

For instance, is secured using HTTPS. Any information you transmit to PACER is encrypted, which means even if the transmission was intercepted the hacker would be unable to read the data.

PACER uses encryption on all pages including pages that do not collect personal information. Some websites only use encryption on login pages or pages that collect sensitive personal information, like credit card or bank account numbers. A website using HTTPS on one page does not mean the website uses HTTPS on all pages.

The website for the San Francisco County Superior Court does not use encryption on many pages. Since these pages are informational it’s not a major concern.

The court does however use encryption for pages that collect important information like their e-filing system or juror login portal. 

Using a website without a secure connection is common but any information you enter can be intercepted. Here are easier ways to guarantee encryption without checking individual pages.

Get a VPN Tunnel

A VPN tunnel creates an encrypted pipe between your computer and any internet connection you make. There is no need to check for HTTPS with a VPN tunnel because the tunnel wraps all data in encryption before it leaves your computer. A good VPN is not free, but can be purchased for $50 a year or a few dollars a month.

Private Internet Access is the VPN I use. Most VPNs turn on with one click and do not require any special configuration. PC Magazine has         an article reviewing the best VPNs of 2017.

Install HTTPS Everywhere Plugin

HTTPS Everywhere is a free internet browser plugin from the Electronic Freedom Foundation that asks websites to connect using an encrypted connection. Many websites support encrypted communication via HTTPS but by default is not encrypted. This plugin will switch the browser to HTTPS if the website supports it, but websites that don’t support HTTPS will connect using regular non-encrypted HTTP technology. The plugin installs in seconds and no configuration is necessary.

HTTPS Everywhere offers an advanced feature that will block any connection that is not secure. This means your browser will give you an error when trying to connect to any website that does not support HTTPS. Although it will limit the websites you can visit, it’s a good option to be sure you only make secured connections to websites when traveling and can be disabled when you return to your home or office.

HTTPS Everywhere is available for Chrome, Firefox for Desktop, Firefox for Android, and Opera browsers. 

Use Good Judgment When Working Remotely

If the website is not secure with HTTPS and you are not using a VPN Tunnel, can you wait to send this information? What are the risks involved if this information was disclosed? Take a look at the California Ethics Opinion No. 2010-179 for more analysis on how the duties of confidentiality and competence relate to using technology that may be susceptible to unauthorized access.

About the Author
Jason Peterson is a second-year law student at Santa Clara University School of Law and a Certified Information Privacy Professional/United States (CIPP/US). He works at a privacy company in the San Francisco Bay area and is the Editor-in-Chief of the Santa Clara Law Student Newspaper, The Advocate. Jason became an Executive Committee Member of the LPMT Section in October 2016.

ITK [In the Know]

By Martin Dean

In our last exciting adventure (LPMT eNews, January/February 2017 Issue) we talked about establishing a grown-up password system to protect several levels of your data. But those password precautions don’t apply to the other risk that you need to watch for. That’s when the Web provider is in fact hacked, and your login and password are stolen (often along with 30,000,000 others) and sold to the usual roundup of Eastern European suspects. In this case, of course, it doesn’t matter at all how clever your password choice has been.  Now what do you do?

Here’s how:

First, just a bit of background. There are three generally recognized factors for authenticating yourself and proving to the site at the other end of your connection that it’s really you: First, something you know (such as a password). Second, something you have (such as a hardware token or cell phone). In fact I’m currently experimenting with a plug in usb key (see that I can plug into any computer (but NOT a cell phone) for my second authentication factor. Third, something you are (such as your fingerprint).

When you choose just two of these factors, they’re all you need to create a foolproof method of logging in that cannot currently be hacked. Here’s why: because the second factor is NOT stored by the Web page provider that you want to log into. This means that if that Web provider is hacked, all that can be stolen is your login and only the first factor – your password. Two factor logins require that you use at least one of the other two choices to complete your log in.
So which second factor should we choose? The problem is, we are far from ubiquity on having biometric scanners for fingerprints and retinas as that second factor. So, in most cases, the easiest and least techie extra authentication is simply a numeric code.

Here’s how it works: When you log into your password protected Web page (the bank, Vanguard, even Last Pass or Dashlane and a thousand more, you supply your password as you’ve always done, but supplying your password only generates a “numeric code” and that randomly generated code is then be sent to a choice of places that only you control: your cell phone as a text, or email, or in some cases even a telephone call to a number that you’ve selected.
The key: only you have access to this second factor.



The current problem is that not all of your category two or three web sites use two factor authentication. I’ve actually been choosing vendors based upon whether they have this capability. The good news is that now there is a somewhat crude but effective solution.

Google—or, more specifically, Chrome—has had a makeshift password manager for a while now. You’ve probably seen it before: any time you enter a password into a site, Chrome will ask if you want to save that password for later. It also used to be a pretty terrible way of storing passwords, until Google fixed that about a year ago. Nevertheless, this feature was little more than a slightly fancier version of saying “Keep me logged in” on web sites.

Now, the whole system has been upgraded and rolled into Google’s Smart Lock feature. If that name sounds familiar, it’s probably because you’ve used it on your Android phone. Smart Lock originally allowed you to unlock your Android phone if you had it paired with a trusted Bluetooth device (like a smartwatch).
Now to call Smart Lock a “password manager” would be misleading. What Google’s trying to build is an entire identity solution, but it’s still pretty crude, and doesn’t have many of the features you’ll find in all the password managers (all of which now have two factor authentication).

Smart Lock is still pretty crude, but it has two of my favorite features: it’s free and it’s easy. You can learn more and try it here:
Bottom line: if you’re an avid user of one of the leading password managers, you’re probably not going to be overwhelmingly impressed. Smart Lock is a solid effort—and to be fair, it’s much better than not using a password manager and two factor authentication at all—but it’s a lot better than the unmentionable alternatives.

So now you’re In The Know!

image of Martin DeanAbout the Author
Martin Dean is the president of Essential Publishers, a 25-year old software company which invents software for California attorneys, including Essential Forms ™, Essential Filing ™  and Essential Courts Premium ™.  He is the author of two Rutter Group Deskbooks™:  Managing Litigation© and Preventing Malpractice©, and the CEB Action Guide: Meeting Statutory Deadlines: During and After Litigation©.  He has contributed more than 100 technology and law practice management articles to both print and online publications. He has taught litigation management as an adjunct professor of law at Golden Gate University Law School and the University Of San Francisco School Of Law.  He is currently serving as a member of the Executive Committee of the Law Practice Management and Technology Section.

3. Did You Know....Articles?

Travel Doesn’t Have To Be Stressful - Just Leave It To Your Apps

By Amy Williams, Esq. @ABUnlimitedAmy
February 25, 2017

So, you might be a newly admitted attorney or a seasoned legal beagle who just got handed a deposition assignment. In New York. But, you live in L.A. You sigh, and think you’re resigned to (over)packing a carry-on and briefcase and hoping for the best. Since opening an office out of state and traveling abroad every year for board meetings, I’ve decided that traveling can be done with comfort without breaking the bank for first-class tickets and the Ritz-Carlton. Here are my favorite travel apps to minimize the stress on me (and my wallet).

#6.  Use and the Gateguru app. To find out the seating layout for my aircraft, I use Not only does it tell me where seats are located (exits, lavatory), it will also tell me the seat’s width and pitch of the recline and which are desirable and undesirable. It also provides other information such as whether there is wifi access on the plane, electrical outlets for my chargers, food service, etc. I don’t make an airline reservation without it, especially if I need to work while on a 5-hour flight and need those amenities. There are also real-time reviews of the seat numbers and rows left by travelers. Seatguru is also available as an app.

The Gateguru app on my phone tells me where my terminal and gate is at any airport. I plug in my flight information and voila! I don’t need to struggle with airport terminal maps or stop at the front desk to check-in (because I already did it online and I have no luggage to check), and I waltz straight to the security line with the comfort of knowing where my gate is. Gateguru will also update you as information changes with the airline and lets me know if my plane is on time or delayed.

#5.  Use the airport lounges as a satellite office. I bit the bullet and purchased a membership to Priority Pass, which allows me access to over 1,000 airport lounges. Free wifi, food and adult beverages makes this subscription a no-brainer. Now, instead of dreading going to the airport in a rush to make that flight, I get there early, set up shop in the lounge and work for an hour or two before boarding in a quiet and comfortable setting. The Priority Pass app lets me find out what terminal lounges are located in at each airport.

#4.  Don’t forget to use your digital travel checklist. For your packing essentials- this list will save you time and energy and in the rush of packing, you won’t forget any important item. I keep my checklist in the Notes section of my Smartphone and copy and paste and customize the list for each trip. Some items on my checklist include daily coordinated outfits (I’m not a morning person), a toiletry kit or Dopp kit, extra dryer sheets in my carryon (did you know dryer sheets remove deodorant stains and lint, and keep dirty laundry bag from smelling up your entire suitcase?), foldable duffel bag for those last minute souvenir purchases, power charger for emergencies and if you’re like me and hate relying on hotel conference rooms, a 12-foot extension cord or power strip.  You can even get them branded with your company logo. Ask me how!

Pack an “essentials” pouch. If you’re a travel warrior like me, you pack light. In fact, I haven’t voluntarily checked in luggage in over 10 years. (In 2009, my lotion was 1 oz too many for the Heathrow security line). For the plane, I don’t like to access my carryon in the overhead bin every 5 minutes for something, nor do I like straining to reach down below my seat and showing my seatmates all the valuables packed in my bag. Instead, I have a zippered neoprene 7” or 10” tablet caseholder that I use as a convenient pouch and stick that inside an open gallon-size ziplock bag and put the whole thing in the seat pocket in front of me. The ziplock bag protects the neoprene pouch from any disgusting goo left inside the seat pocket by previous passengers. When I deplane, I leave the ziplock for the trash and take my “clean” neoprene pouch with me. (If you’re like me, I pack extra ziplocks in my carryon- you never know when they come in handy and believe me, they do).

My neoprene pouch contains the following essentials: lip balm, hand sanitizer, lotion, stylus pen (for touching the seat controls and tv touchscreen), my smartphone, power bank charger, mints, tissue and a bag of tea or Emergen-C. You can add or subtract your own essentials!

#3.  Choose hotels wisely. Now that your flight is booked, you can concentrate on finding your hotel. If your firm doesn’t have a travel coordinator and you’re left to your own devices, you could come home with a crazy bag of lice or bed bugs and have to debug your entire house with a fumigator because you didn’t check the reviews first. I rely on guest ratings on the Expedia app to tell me the real story that the 2, 3 and 4 stars don’t tell. I use only hotels that have a 4.0 guest rating or, at a minimum 3.5. Anything below a 3.0 and you better have Terminex on speed dial. Even the nicer chain hotels with 5 stars can have the odd experience with bed bugs, so don’t assume that your ritzy hotel will automatically be bug-free. I look for any reviews that mention “dirty sheets”, “bugs”, or “no wifi access” and automatically pass those by. Buzzwords I do pay attention to are “clean sheets”, “clean room”, “quiet floor”, “strong wifi signal”, “pleasant”. Make sure you also read the fine print- I once stayed at the Fairmont Empress in Victoria and the gym, pool and spa were closed for renovations. Hotels should have those alerts front and center so you’re not disappointed.

#2.  Working out while on a business trip? Why, yes, thank you! Just because you are traveling doesn’t mean you can’t still use your FitBit. Once you are at your destination hotel, carve out 20 minutes for your glorious self and use that gym! Pack a light-weight pair of sneakers or walking shoes (you don’t need your regular bulky trainers-you’re not running a marathon!) and use those to get 20 minutes on the treadmill, bike, or elliptical trainer. Believe me, you will thank me for it later and the impact of just 15-20 minutes minimizes the jet lag from a different time zone. If your hotel doesn’t have a gym, walk around the hotel lobby area and grounds (in well lit areas, of course) or ask the hotel if the stairs automatically lock at each floor so you can do a few flights of stairs for 10-15 minutes. You can also do planks on a towel on the floor of your room. Anybody who can do 5 minutes of planking exercises knows that it is just as hard as a few minutes on the treadmill. The point is to relieve some stress and get your endorphins up.

#1.  Just because you are traveling doesn’t mean you can’t still Netflix and chill. I’ve started packing my Roku 3 on trips so I can watch my favorite Netflix shows and network channels and not miss what happened on 24: Legacy. Depending on which Roku you have, you can access it via the hotel’s wifi for the Roku 3 or via cables for the 1 and 2 versions. I hook it up to the hotel’s TV as I would at home and in 10 minutes, I’m watching what happens to Senator Donovan and Eric Carter.

Happy travels and let us know how your trip went using any of these tips!

About the Author:
A former litigation attorney, 
Amy Williams is currently the CEO of AB Unlimited Worldwide, Inc., an award-winning boutique marketing resource agency specializing in Promotional Products and Event Graphics. Since 2009, AB Unlimited has served Fortune 500 clients, including Sony Pictures Entertainment, Mattel, Inc., TOMS Shoes, NFL Network, Avis, Guitar Center and Deutsch, Inc., and serves as a brand consultant to start-up companies. In 2015 and 2016, AB Unlimited was the recipient of the PPAI Pyramid Silver and Gold Awards, a finalist for the 2016 Latino Business Awards, the recipient of the Tuck Executive Education Scholarship Award at Dartmouth College, and is a Stanford University Latino Entrepreneurs Leaders Program Scholar.

Prior to joining AB Unlimited, she formerly represented and advised financial institutions on the FDCPA and the California Rosenthal FDCPA and has obtained over $5 million in judgments for fraud and collections on behalf of investors. In her spare time, Ms. Williams provides counsel to non-profit organizations and currently serves as a Special Advisor on the Law Practice Management and Technology Committee, as a member of the Board of Directors Executive Committee for the WFNBTA & IBTF organizations.

Six Keys to Create a Positive Relationship with Your Clients

By Mari J. Frank, Esq.
How important is it for you to have a great relationship with your doctor or your accountant?  If you are like me, you probably need to trust and even like the professionals who you are paying for services, right?  Our clients will assuredly expect us to treat them well and be trustworthy, or we will lose their business- and it will hurt our reputations.

Clients come to us in pain to get problems solved.  They are often in crises and need more than our legal skills.  They need our emotional intelligence to guide them through their conflicts or their other legal needs with kindness, finesse, and professionalism.

Below are Six keys to consider every time we meet with clients (and our staff, opposing counsel, and court personnel as well) to create a positive relationship.

1. Be warm and welcoming.

Smile, shake hands, and be friendly.  Even if you are an introvert, it’s time to stretch and evolve your personality, so you can make others feel comfortable.  New clients are often apprehensive about sharing their legal and personal problems.  Make them feel at ease so they won’t be afraid to open and be completely truthful with you so you can best understand their case.

2. Listen.

This is the most important skill we can develop.  We all know the how important it is to listen to testimony in depositions and hearings to gather information, but we may be tempted to be distracted when on the phone or in a non-formal in-person conversation. Listening gives us information and knowledge which gives us power to understand and better prepare our cases. We all want to be heard when speaking.  When we are assured that someone is listening, it is a sign of caring and respect.  The best approach is to repeat back what we have heard to check to see if we get what is being said. Then when we ask clarifying opened ended questions, we learn more and legitimize the speaker.   With the various technology conversations, we miss quite a bit of underlying meaning. Picking up the phone instead of sending an email or a text avoids misunderstandings. 

3. Be respectful.

Everyone wants respect.  Although you are the legal advisor and must educate your clients as to rights and obligations under the law, you still need to be mindful of each person’s desire to make his/her own decisions.   Respecting others allows everyone to have their dignity.  We have all met people who are condescending or arrogant and show little respect.  We would rather not deal with them.  No matter how others may treat us, or our clients, we can take the high road and maintain self-dignity and a respectful tone. 

4.  Be Authentic.

Our adversarial system seems to encourage posturing in litigation- and even puffing in negotiations.  Yet we have a responsibility to pursue, truth, justice and the American Way.  When we are genuine about who we are, what skills we have, what information we have, and what we can or cannot do, we demonstrate authenticity and in turn we gain regard from others.   If we are not sincere, it will be obvious and we will not be deemed trustworthy.

5. Be Prepared.

Preparation is the CPR to success in anything we do:

C stands for Content.  We must prepare as to the law, the facts, and have the structure and information about the case.

P stands for Procedure.  This includes court procedures, timeliness (being on time with clients and others), organization of paperwork and systems, appointment know-how.  It also includes accommodating client needs, arrangements with staff, opposing counsel, and others.

R stands for Relationship.
Consider and prepare how you will treat others. If you had difficult dealings in the past with your client or others, make time to make amends, forgive, or do whatever is necessary to put the past behind you.   If you are establishing a new relationship, find out all you can about the person before you meet and build a bridge of connection personally before the business starts.  If you have had a positive relationship in the past, remind each other of the value of the former cooperation.  Set up an environment of positivity.

6. Be Confident.

If you are well prepared, positive, authentic, and honest with yourself, it will boost your confidence.  Make eye contact, smile, be cooperative friendly. Make sure you have integrated steps # 1 through 5 above to get yourself emotionally ready- take some calming breaths.   Don’t compare yourself with anyone else.  If you have done your homework, you will feel more at ease.  You cannot fake confidence with arrogance- it will backfire.   Self -assurance and a belief that you can be successful (remember The Little Engine that Could? I think I can, I think I can……) will give your clients a sense of trust and support.  Clients who are valued and enjoy positive relationships with their lawyers, are more willing to pay for your valued services in a timely manner and perhaps even a smile.

About the Author
Mari Frank, Esq. CIPP is an advisor to the State Bar Law Practice Management and Technology Executive Committee.  She’s been an attorney mediator since 1985.  She’s a private mediator, serves as a panel member of the Orange County Superior Court Civil Mediation Panel, sits on the Judicial Mediation Committee, mediates fee disputes for the Orange County Bar, and has two radio shows.;

Legal Resources Update

By Larry Meyer

The Law Practice Management and Technology Section (LPMT) along with the California Young Lawyers Association and Solo and Small Firm section has published two books designed to assist California attorneys in opening, growing and managing law offices. The second book, The California Guide to Growing and Managing a Law Office, includes in Chapter 7 a section authored by myself on Legal Resources.

Since the time that article was written and published a number of changes have transpired in the legal publication industry and the availability of resources that merit updating. This article will focus on two of those changes that should be of interest to most legal professionals.
The first of those changes is the adoption by the State of California of a limited version of the Uniform Electronic Legal Materials Act (UELMA). The act calls for the authentication of “born digital” official legal material. Authentication, in the simplest of terms means that the producer of the information verifies that the document is the true and authentic version of what was created. Typically, the authenticated document will have a seal or some other type of identification (sometimes similar to what we see in the background of a draft document) that will indicate to the reader that it is a true copy of the digital document.

In California, UELMA requires the authentication of certain legislative material with an effective date of July 1, 2015. What this currently means for the legal professional is that beginning with the effective date, enacted legislation and the codes available on the legislature’s website ( have been authenticated. Please keep in mind that only the final version of a bill is authenticated and that the online codes (unless they are incorporating urgency legislation) is only updated in January of each year. Note that earlier versions of a bill, will be available on the legislative website but not authenticated. You may also continue to use your other sources, such as the legislative intent companies in Sacramento, online vendors and depository libraries (including a number of our public law libraries) to compile previous versions as part of a legislative history.

The other major development I would like to discuss are the efforts by many legal publishers to produce e-books. Publishers who have produced e-book products run the gambit from the largest to those smaller vendors focusing primarily on the California legal market. Many of the County Law Libraries around California have been in the forefront of efforts by the various publishers to gauge the relevance of e-books to the legal community. The Law Library for San Bernardino County is one of those Law Libraries that have had pilot projects to gauge the interest as well as offer suggestions to the vendors about ways to improve their product.

As a reference for those unfamiliar with the legal industry version of e-books, the publications like those of other types of e-books tend to look very similar to the printed book. The books can be loaded on desk top computers and/or mobile devices. Where the legal e-books tend to vary from the more “traditional” is that most have added features, such as the ability to bookmark, highlight, write notes and in many cases link to the publishers’ on-line databases.  In most cases, the features can be saved, so that the next time the publication is opened, the notes, highlighting, etc. are visible to the user. Where the user is always the same person or a member of their staff, those features should be beneficial. Whereas, for many of us in the public law library realm, we have had some concerns about how to shield one person’s notations from the next user.

Aside from the potential privacy issue, I would suggest at this time, while the legal e-book market is still relatively small, that many of you who are reading this might find some situations where you would be drawn to want to use e-books. For example, you may find it helpful in the courtroom (especially one without wi-fi) to be able to bring up on your mobile device code sections or other material relevant to the matter before the court. The ability to highlight and quickly find sections should prove especially useful. Even outside of the Courtroom, especially, if you are the only user of a title, you may find that the pricing is similar to the print product and the additional features will make it more useful to you than traditional print.  Lastly, depending on the publisher and product, you may find that your e-book will come with free updates for a period of time, a feature you may or may not have with a print book.

All in all, just as the overall legal profession keeps changing, legal publishing and the delivery of legal materials continues to change. To best keep up on those changes, I recommend a visit to your local public law library to find out about those changes and in many cases try out new products and ways of keeping up to date on changes in legal research.

About the Author:
Larry Meyer is the
Director of the Law Library for San Bernardino County (2002 – present).  Larry is a former Chair of the LPMT Executive Committee.  He was a member of the editorial team and contributing author to the State Bar’s publications, “The California Guide to Opening and Managing a Law Office” and “The California Guide to Growing and Managing a Law Office.”  He is also a member of numerous professional and community organizations at the local, regional, state-wide and national levels.

4. News from The State Bar

Public Comment

The State Bar of California is calling for comments on proposed amendments to the State Bar rules regarding law corporations.  The Office of General Counsel has reviewed all State Bar Rules to determine whether there are any material inconsistencies with the related statutes and Rules of Court.  This proposal contains proposed rule amendments to remedy inconsistencies in State Bar Rules regarding law corporations.  This is your chance to weigh in on the proposed changes.   

Deadline: May 1, 2017: Proposed amendments to the State Bar rules regarding law corporations

Do check the Public Comment section on The State Bar’s website for additional information and for new postings.

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

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

April Issue

Editor, Michael Fenger, has announced that the following articles will be in the April issue of The Bottom Line

  • MCLE Self-Study Article:
    Telecommuting as a Reasonable Accommodation
    by Katie Patterson

  • MCLE Self-Study Article:
    The Power of Preparation in Negotiations and Mediation
    by Mari J. Frank

  • It Takes More Than a Dumpster to Build a Digital Law Library:
    12 Critical Components for Digital Law Library Transformations
    by Jean P. O’Grady

  • MCLE Self-Study Article:
    Electronically Stored Information and Attorney Competence
    by Cari M. Pines and Kevin J. Mooney

The issue will also contain a message from Editors, Michael Fenger and Cari Pines, and from Chair, Peter Brewer.

Articles for publication are welcome.  Send them to or to Section Coordinator, Kristina Robledo  (, to be reviewed by the editorial committee.  Obtain the Guidelines for submitting articles from the Section Coordinator.

Archived Articles: Archived issues of The Bottom Line can be found in the Members Only 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  (

6. Educational Opportunities

2017 Section Convention -- Hold the Date

The Sections of The State Bar of California will be holding the first ever All Sections Annual Convention in lieu of the previously held State Bar Annual Meeting.  The Convention will be held August 18 and 19, in San Diego, California, at the Sheraton San Diego Hotel & Marina.  The Convention will provide an excellent cost effective method to obtain your MCLE credits and network with your friends and colleagues. Each of the 16 Sections of the State Bar is being offered the opportunity to submit programs for this year’s Convention.  There will be 36 programs on a variety of topics.  More information will be forthcoming as the programs are selected.   Save the dates on your calendar as you plan for your summer travels.

Future Webinars

The Education Committee is developing several webinar series for presentation.  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

CYLA 10-Minute Mentor

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

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

Neil Pedersen – Time Management for the Busy Attorney

Neil Pedersen – The Paperless Law Office:  Using Technology to Maximize Efficiency and Profit 

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.

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 Let Jeff hear from you with suggested topics or a proposal to present a webinar or program.

7. Executive Committee News

Recruitment for Executive Committee Members

The Law Practice Management and Technology Section (LPMT) Executive Committee is seeking members to step up and serve on the Executive Committee. Applications are now being accepted.  The online application, is available on the appointments page of the State Bar's website. The volunteer positions carry a three-year term, and the application deadline has been extended to April 14, 2017.  Submit your application today to join a group of very dedicated members working hard to bring information, educational opportunities, newsletters, etc., to the LPMT Section members.

For questions regarding section requirements or how to become more involved in section activities, please contact the section's staff administrator or chair.
Meetings per year: 4 (plus conference calls)

Chair:  Peter N. Brewer, Palo Alto 
Staff contact:  Kristina Robledo 415-538-2467

New Members Join the LPMT Executive Committee

New voting members were welcomed to the Executive Committee meeting at the State Bar Annual Meeting in October 2016.  During the year we will introduce you to these new members.  You met Jason Peterson in the November issue, and Clayton Dodds in the February issue.  In this issue we introduce Cari Pines, and welcome her to the Executive Committee. 

Cari M. Pines is a Certified Family Law Specialist and a principal at Pines Law Group in Encino, California.  Cari is an Officer for the Family Law Section of the Los Angeles County Bar Association and is the former Chair for the Family Law Section of the San Fernando Valley Bar Association.   She currently serves on the Board of Directors for the Association of Certified Family Law Specialists and on the Board of Levitt & Quinn Family Law Center, a nonprofit provider of family law legal services in Los Angeles.   Although Cari’s private practice is dedicated to the practice of family law, her particular area of specialization is family law disputes that are impacted by a child’s special needs.  Most recently, Cari has focused her efforts on educating family law practitioners about the rapidly evolving impact of electronics and social media on family law matters presenting seminars and authoring articles about ESI and digital evidence. 

In response to the 2015-193 State Bar Ethics Opinion of June 30, 2015, Cari joined with Kevin James Mooney, CFLS, of Minyard Morris in Newport Beach, California, to introduce and educate family law practitioners and judicial officers about electronically stored information (“ESI”).  Cari’s efforts in the rapidly expanding area began by co-authoring an article about ESI for LACBA’s E-News in September of 2015 and, on December 5, 2015, Cari and Kevin co-produced, “From Consult to Trial: Demystifying the Preservation, Collection and Presentation of ESI in Family Law.”  

Cari has an extensive list of ESI specific presentations and articles which she has been involved with.  Cari’s expertise in ESI and family law bring a new dimension to the Executive Committee.  Attorney Kevin Mooney, who has co-authored and co-presented with Cari, also joined the Executive Committee in October 2016, and he will be introduced to you more fully in the May issue of the LPMT eNews. 

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 (

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. Benefits for Members

The LPMT Section is pleased to introduce another new member benefit, ClientSide.  Learn more about this benefit below.

Built by lawyers, for lawyers, ClientSide provides innovative solutions that comprehensively automate the document and signature management processes of today’s law firms. With tools created with a law firm’s needs and preexisting processes in mind, ClientSide allows you to focus on growing and expanding your business.

Manage your workflow to ensure that your documents are properly prepared from the start. Use forms to send your documents out with just a few clicks. Send out custom automated reminders in accordance to your schedule. With ClientSide’s tracking tool, view the progress of your documents throughout the signing process live and receive tamper-proof audit trails showing the access data for every signed document.

ClientSide’s mission is to make your firm more efficient and make your clients happier by automating and simplifying the integral document signature processes. To start seeing improvements in your firm, visit You’ll be able to start your free trial today and secure a 10% discount thereafter by entering the code, CABAR. 

The following benefits continue to be available to members of the LPMT Section.  Make the most of your membership by using the following vendors who are offering discounts to LPMT Section members (listed below in alphabetically order):

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
FAX 415-538-2368