May/June 2016

News from the Section

  1. Chair's Message
  2. Did You Know . . . Tech Tips?
    1. Tips To Maximize Battery Life and Battery Lifespan of Your iPhone, iPad and Other iDevices, According To Apple
  3. Did You Know ....Articles?
    1. Do Not BCC Your Client When Emailing Opposing Counsel
    2. Blog Away—But Carefully
    3. 15 Ways to Get Energized and More Productive at Work
  4. State Bar News
    1. Public Comment
  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 June issue of LPMT’s eNews.   I want to again thank the following Executive Board members for their tireless work in getting this information out to our membership.  Without the eNews Subcommittee (Chair Patty Miller and members Peter Brewer, Annie Parrish, and Prashant Kumar), we would not be able to publish this worthwhile information for our members so consistently.  In addition, the eTBL/The Bottom Line Subcommittee (Co-Chairs Cynthia Mascio and Mike Fenger and members Peter Brewer, Jeff Bennion, Donna Low, Larry Meyer and Anne Bernardo) work to bring you substantive articles in The Bottom Line.
 
We strive to find or write articles and provide information that is of value 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 with good law practice management.

First, it is our pleasure to notify our members that our own LPMT Executive Board member, Neil Pedersen, has received the Attorney of the Year Award from the Solo and Small Firm Section of the State Bar. Very deserved on so many fronts. Way to go Neil!

In addition, Dave Calpito from Tech Times, gives us some very handy ideas on how to maximize battery life on our mobile devices during the day. Huge for all of us, I’m sure….

And as popular as Blogging has become, we know there are issues to be aware of.  Edward McIntyre gives us some ideas on how to be more careful on our blogs going forward.

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 you, 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
Law Practice Management and Technology Chair

2. Did You Know . . . Tech Tips?

Tips To Maximize Battery Life and Battery Lifespan of Your iPhone, iPad and Other iDevices, According To Apple

By Dave Calpito, Tech Times

There's no denying that in this day and age, most people rely on portable devices, particularly in running a few errands. As such, battery life of a device can be critical for many individuals.

While one can find quite a few high-end devices in the market, including Apple devices, touting impressive battery capacity, many customers, however, still want to maximize the battery life and lifespan of these gadgets, so they are able to do more with them.

Tech Times reported about Apple's Vice President of software engineering Craig Federighi confirming that force quitting apps does not aid in preserving the battery life of iPhones.

When an iPhone user asked Apple boss Tim Cook in an email if quitting the "iOS multitasking apps frequently" is beneficial to prevent a dead battery, Federighi replied with a concise "no and no" response.

Apple itself has devoted a page laying out a few tips to improve the battery life and battery lifespan of iPhone, iPad and other iDevices.

In its post, Apple defines battery life as the amount of time the device runs before the user needs to recharge it. Battery lifespan, in the meantime, pertains to the amount of time the battery lasts until it needs a replacement.

"Maximize both and you'll get the most out of your Apple devices, no matter which ones you own," it says.

Without further ado, here are a few tips from Apple that may significantly enhance your iDevice's battery life. These tips are not as tough as you think.

Update Your iDevice To The Latest Software

Whether you own an iPhone, iPad, Apple Watch, iPod Touch, MacBook Pro or MacBook Air, updating your device to the latest version of OS X, iOS or watchOS will do the trick. The software updates are packed with advanced energy-saving technologies, so always ensure that your device runs the most recent version.
If you own an iPad, iPhone or iPod Touch, for instance, you can update your device into the latest software by heading to Settings > General > Software Update.

Avoid Exposing Your iDevice To High Temperatures

Refrain from exposing your device to temperatures higher than 35 degrees Celsius or 95 degrees Fahrenheit to avoid damaging its battery capacity. Charging the device and storing it at high temperatures can damage it even more.

Remove The Device’s Case When Charging

Make sure to remove the style case of your device when you are charging it as it may generate excess heat. The heat can have an effect on its battery capacity. When you observe that your device gets hot, you have to take it out from its case.

Charge It Around 50 Percent When Storing The Device

If you would like to keep your device for a long time, you must have it half-charged. Once you store the device fully charged long term, this leads to your device having a shorter battery life. In contrast, whenever you store it fully discharged, the battery could result in a deep discharge state. On top of that, you should also keep it in a moisture-free, cool environment that’s lower than 32 degrees Celsius or 90 degrees Fahrenheit.
If, however, you intend to use the device after keeping it for some time, you may need to charge it for 20 minutes with the original adapter prior to using it.

Optimize Your iDevice’s Settings

The following techniques are surefire ways in optimizing the device’s battery life:
1. Adjust the brightness of your screen. You have to enable the auto-brightness of your device or dim its screen.
2. Make use of Wi-Fi rather than a cellular network when accessing data on your iPhone or iPad, since Wi-Fi connection consumes lesser power as opposed to the latter.
For your MacBook Pro or MacBook Air, in the meantime, you have to turn off your Wi-Fi when you are not using it, as it eats up power. It may also help if you quit apps and disconnect peripherals that are not in use. Ejecting an SD card on your laptop can likewise help save your laptop's battery life.

Activate Your Device’s Low Power Mode

The Low Power Mode is a handy feature introduced with iOS 9. When your iPhone, for instance, goes down to 20 percent and 10 percent, it will allow you to enable this feature with only one tap. You can also manually configure it by heading over to Settings > Battery.
Activating the Low Power Mode of the device will significantly lessen its brightness, reduces the system animations and optimizes its performance. This will instantly be switched off when you recharge your phone.

Check Out Your Battery Usage

You are able to analyze your battery usage by going to Settings > Battery.
Moreover, you can further optimize your device’s battery life by carrying out these strategies:
1. Disable the feature allowing apps to refresh in the background by heading to Settings > General > Background App Refresh.
2. Turn off a particular app’s Location Services by going to Settings > Privacy > Location Services.
3. Disable your push notifications on a particular app by going to Settings > Notifications. Hit the app and switch it off.
4. Switching on the Airplane mode can also help big in maximizing the battery life of your device when you are in an area with low or without cell coverage.

Don't Charge The Device To A Computer That’s Turned Off

If you want to charge your iDevice to a computer via a USB, you need to make certain that the laptop or desktop isn’t turned off or set in a standby or sleep mode. This way, you can prevent the device’s battery from draining.
There you have it: the quick and easy tips to boost the battery life and battery lifespan of your iOS device.
© 2016 Tech Times, All rights reserved.
Source: http://www.techtimes.com/articles/140594/20160312/

3. Did You Know....Articles?

(a) Do Not BCC Your Client When Emailing Opposing Counsel

By Lisa Needham

The New York State Bar Association recently released an ethics opinion that, at first, blush, seems unnecessary: it warned you, gently, not to bcc your client on correspondence to opposing counsel. This seems rather far afield for an ethics opinion, particularly as that bcc is often a convenient way to keep your client apprised of what you are doing (and a regular cc gives your client’s email address to opposing counsel, which you also do not want.)

The ethics opinion does conclude that neither a cc nor a bcc raises any ethical concerns as such. What the opinion is really warning you about is something we should all be terrified of, lawyers or no: the horror of an incorrect use of “reply all.” Your client isn’t likely to inadvertently create an email storm like the one that hit Thomson Reuters employees, where 33,000 (!) people were caught in a “reply all” chain, but a client’s careless use of “reply all” can create a different sort of disaster.

For lawyers, the stakes are, of course, even higher.  As the committee pointed out, “if the enquirer and opposing counsel are communicating about a possible settlement of litigation, the inquirer bccs his or her client, and the client hits “reply all” when commenting on the proposal, the client may inadvertently disclose to opposing counsel confidential information otherwise protected by Rule 1.6.”

The ethics opinion recommends solving this by just taking the extra step and forwarding an email to your client rather than copying them, blind or otherwise. That is an excellent idea, not only because it means you avoid the “reply all” possibility. Forwarding allows you to provide your client with a couple sentences of context or explanation  about that communication with opposing counsel. So there you have it—(at least) two good reasons to make a point of forwarding emails instead of copying your client.

Featured image: “Speech bubble illustration of information technology acronym abbreviation term definition BCC Blind Carbon Copy” from Shutterstock.

About the Author:
Lisa Needham teaches legal writing and skills courses at William Mitchell, is the Deputy Editor of Lawyerist.com, the Editor-in-Chief of Bitter Lawyer and Bitter Empire, and still believes in the Oxford comma.

Source:  https://lawyerist.com/103166/bcc-client-email/#disqus_thread

(b) Blog Away—But Carefully

By Edward McIntyre

[This article appeared in the March/April 2016 issue of San Diego Lawyer.  It is reprinted here with the permission of the San Diego County Bar Association.]

How better to get your name “out there” and show your stuff than having a blog?  It says: “I’m informed; I’m current; I’m on top of what’s going on!” What’s wrong with that?

For one, it may be subject to the State Bar “advertising” rules.  On December 4, 2015, COPRAC published for public comment Formal Opinion Interim No. 12-0006.  It addresses in what circumstances a lawyer’s blog constitutes “advertising” and, thus is subject to the restrictions of Rule 1-400 and the State Bar Act, Business and Professions Code sections 6157-6158.3.

Easy case first.  A lawyer has a blog about opera, even with a hyperlink to her or his professional web page; it’s not covered.  Next, a blog that is not part of the law firm’s professional website, even if it addresses law-related issues, is not within the rules so long as it does not say the lawyer is available for professional employment.

But if the blog appears on a firm’s website, or expresses a lawyer’s availability for employment, directly or implicitly – by such detailed description of her or his practice, or “successes” that availability is evident – the Rule and Act apply.

What restrictions?  Among others:  nothing false or deceptive, affirmatively or by material omission; no guarantees; factually substantiated when taken as a whole; and saved for two years, each and every one.

Bottom line:  blog away; but if you say or imply you’re looking for work, you may be advertising, and subject to the restrictions the Rule and Act impose.

About the Author:

Edward McIntyre (edwardmcintyre1789@gmail.com) is an attorney at law and Co-Editor of San Diego Lawyer magazine.

 

(c) 15 Ways to Get Energized and More Productive at Work (Some will Surprise You!)

We’re all so busy these days and under pressure to produce at work and at home. It’s easy to get caught up in conflicting demands and neglect the basics—not taking care of ourselves and not eating or sleeping adequately.  However, your energy level affects not only your outlook and attitude but also your productivity. A happier and more energetic you will get more done!

Here are some simple tips that can help keep your battery charged at work. They have the added benefit of leaving you happier and less drained when you go home.

1. Start at home. Set yourself up to have a good day. Set your alarm 15 minutes earlier than you actually need to wake up, so you can rise gradually and mentally prepare for the day ahead. If you can, sleep with your blinds open so that when the sun flows in, your brain slows its melatonin production and starts generating adrenaline. You'll be half-awake by the time your alarm goes off. Try working out in the morning to get the blood flowing. Use the time on your commute home to let go of the day—listen to music or think about something you will enjoy when you get home. At night before bedtime, avoid bright screens—computers, smartphones, and TV. Have a warm bath and keep water nearby so you stay hydrated.

2. Take a few minutes to get organized first thing. Before you launch your email, take ten minutes to collect yourself, your schedule and your papers. One trick to staying focused is to do all of this while standing. HINT: It’s also a good idea to take the last ten minutes of every day to organize your to do list for the next day!

3. Be mindful of the “fuel” you use. We need to stop grabbing whatever is around and easy for lunch! For energy, focus on protein at breakfast and lunch and even for snacks. Some ideas: egg salad on rye crisps, green salads with chickpeas and a bit of feta, or grilled chicken and leftover roasted vegetables… beef jerky and cucumber; a cheese stick, nuts and an apple. Plus eating can wake you up. Unless you are really hungry, you can skip a mid-morning snack. You know this, but we’ll say it anyway: Avoid heavy carbs and sugar—those things we reach for when we stress eat. If you are a coffee drinker, consider when and how much. If you don’t over do it early in the AM, 10:00 in the morning is a good time for a cup. Why waste the coffee buzz before your workday is even started?

4. Practice positivity and good mental hygiene. You wouldn’t neglect your physical hygiene, so don’t neglect your attitude, either. Negativity is a destructive indulgence; it drains your energy, and it is contagious. If you notice you are spending more than 5% of your time talking about how bad things are or complaining about other people, take yourself down a more constructive path such as figuring out how to make things better. Avoid complainers and negative people. There are some people who make our lives harder, and some who make it easier and better.  Spend as much time as possible with the latter.

5. Change the scenery. Florescent lights, computer screens, and “canned” air take a toll. Spend 15-20 minutes walking around outside every day. Particularly following lunch, a walk boosts your levels of dopamine, norepinephrine, and serotonin, all of which will give you more energy when you return to work.

6. Refresh your peepers. Your eyes get tired, too. Stand up and take water breaks throughout the day to stay refreshed. Do eye calisthenics. With your eyes closed, roll your eyes right to left ten times; then up and down ten times. TIP: If you spend long periods on the computer, look at something 20 feet away from your monitor for 20 seconds every 20 minutes.

7. Move it; move it! Elevating your heartbeat and pumping more oxygen through your body goes right to your brain. Try jogging in place, jumping jacks or running up and down the stairs.  Movement and stretching in general can also help you focus. Reposition your chair or stand up while you work. There are several easy stretches you can do quickly at your desk, most of which can be done without leaving your chair. Try a chair twist every time you send an email: Sit up straight, lengthen your spine, twist to the left and hold on to the back of your chair (or as close as you can get) for 10 seconds before switching sides.

8. Take a breath. It helps you relax, refocus and refresh, if you call “time out” in the midst of stress. Stop what you're doing, roll your shoulders back, sit or stand up straight, open your chest and take six deep, slow breaths. Focus totally on your breathing and empty your mind.

9. Shhhhh. Dare we even say it? (Nap) It sounds a little crazy and depends on your boss and work environment but “power naps” really do work.  And they don’t have to take much longer than a bathroom break or brewing a new pot of coffee; they may actually save you time as they sharpen your focus. A mere 10-20 minute rest at mid afternoon will boost your energy for the rest of the day. It's worth trying if you have a private spot available to you— you can try your car if there isn't vacancy in the office. You may want to set the alarm on your phone to be sure you wake up!

10. Be grateful. It’s hard to believe, but one of the most powerful ways to re-energize yourself on an awful day is to remind yourself of something in your life that is wonderful or that gives you pleasure. Friends, family, a hobby, a beautiful day, nature, puppies, that new piece of furniture you bought—they can all qualify. Research shows that conscious gratitude has all kinds of health benefits, including stress reduction.

11. Reward yourself. Five minutes of pure fun or joy in the midst of a grind can be astonishingly rejuvenating.  One piece of dark chocolate, thoroughly savored, at 3pm on a grueling day; a full-on belly laugh half-way through a long, tough meeting; looking out the window at a beautiful spring tree and just breathing for a minute, right after getting off a particularly harrowing phone call – these can feel life-saving.

12. Take a funny bone break. Laughter releases endorphins that can be as good for you as a workout. Laughter is a natural energizer. Cruise YouTube for funny videos; have a funny book on hand to read during lunch or a break. Even Pinterest and Facebook can be sources for comedy. Share the wealth with your colleagues too by keeping a light touch and light heart in your interactions. You may want to clue your boss in to the fact that you aren’t slacking off or shirking your work but actually participating in a productivity enhancement activity. LOL

13. Pay it forward and do something nice. The act of giving creates a natural “high.” Even thinking about things you can do for people will perk you up. Try going out of your way to do one thing every day for a week and see how it feels.

14. Call a friend or relative for 10 minutes. Whether you want to catch up quickly or vent about your frustrations, the support and connection will recharge your batteries.

15. Think mint. Whether it’s a stick of gum, a piece of candy, a lotion or an essential oil or some tea, the scent it provides is an instant boost.  If you aren’t a mint fan, try a strong citrus scent. Rub a lotion or oil on your hands/wrists and temple.

Source:  http://www.asaporg.com/articles/15-ways-to-get-energized-and-more-productive-at-work [American Society of Administrative Professionals (ASAP)]

4. News from The State Bar

(a) Public Comment

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

July 1 Deadline: Proposed Amendment to Rule 2201 of the Rules of Procedure of the State Bar of California Relating to Appointment and Authority of Special Deputy Trial Counsel

July 1 Deadline: Proposed amendments to rules 5-110 and 5-220 of 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.

5. The Bottom Line/eTBL

June Issue

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

  • Disabled Attorney, Dead Attorney:  It Happened to Me, by Mary Lou Floyd, CCLS, Paralegal
  • Minimum Viable Contracts:  Enable Agility by Easing Agreements, by Dan Puterbaugh
  • New iOS Vulnerability Could Allow Attackers to Crack Encrypted iMessage Attachments, by Symantec Security Response
  • Recovering & Viewing Text Messages, by Steve Polak

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

(a) California Solo and Small Firm Summit: "Strategic Solutions for Lawyering and Business Management"

The State Bar of California
California Solo & Small Firm Summit
Thursday-Saturday, June 16-18, 2016
 
Newport Beach Marriott Hotel & Spa
900 Newport Center Drive
Newport Beach, CA 92660

Earn up to 10 Hours MCLE Credit
(Includes Legal Ethics, Competence Issues, Elimination of Bias and Legal Specialization)
Twitterers! The hashtag for the Solo Summit is #SoloSummit

The California Solo and Small Firm Summit provides strategic solutions for the practice of law and the management of a practice.  Designed for legal professionals who work in a solo or small firm practice, the Summit will feature power networking events, mentoring circles, legal education classes, business management courses, and showcase products and services unique to the solo or small firm practitioner.  Its overall objective is to offer strategies and tools that promote a thriving law practice.

The California Solo and Small Firm Summit opens at noon on Thursday, June 16 with a plenary luncheon program.  CSS education sessions are presented through Saturday noon.   More information is posted at California Solo and Small Firm Summit.   LPMT Executive Committee member, Peter Brewer, together with Peter M. Rehon, will be presenting the following legal education classes at the Summit:

Thursday, June 16, 2016
3:45 p.m. - 4:45 p.m.
(8) Taking the Next Step—Evolving from Solo to Small Firm
This program will cover considerations in moving from a solo practice to starting a small firm, including the benefits and drawbacks of each. Learn how to hire your first associate, alternatives and hybrid arrangements, considerations, recommendations, tips, and tricks, and the importance of maintaining integrity and ethics.
MCLE:  1.0 Hour
Speakers:  Peter N. Brewer, Peter M. Rehon

Friday, June 17, 2016
9:45 a.m. - 10:45 a.m.
 (16) Law Office Technology—Interesting and Useful Tools
This program will cover the essential technology devices and systems useful in law offices and critical in smaller offices, including voice recognition/dictation, video conferencing (three systems), off-site transcription, phone systems (VOIP, auto attendant, call forwarding, etc.), and office management software (Amicus, Abacus, Clio, etc.)
MCLE:  1.0 Hour
Speakers:  Peter N. Brewer, Peter M. Rehon

Friday, June 17, 2016
1:30 p.m. – 2:30 p.m.

(21) Ten Tips to Run Your Firm Well, Profitably, and Ethically
This program will present ways to provide high-quality, cost-effective legal services, while maintaining a healthy balance with personal life. Learn about business systems, marketing plans, cultivation of a healthy law firm culture, being generous in all aspects of one’s life, office and law practice efficiency, prudent and ethical business decisions, developing trusting relationships, and staying current in the law and ethics.
MCLE:  1.0 Hour Competence Issues
Speakers:  Peter N. Brewer, Peter M. Rehon

(b) Thank You for Being a Section Member - Here's 6 Hours MCLE in Legal Ethics!

We're very grateful for your membership in the Section.  As a token of that, we're offering six hours of self-study MCLE credit in the area of Legal Ethics. The programs are posted in our Member's Only Area.

Simply watch the programs and read the accompanying materials, and keep track of having done so.  You can report this to the State Bar when it's time to demonstrate your compliance with the MCLE requirements

(c) Future Education Opportunities

The Education Committee has also submitted proposal seminars for presentation at the 2016 State Bar Annual Meeting.  The Annual Meeting is scheduled in San Diego from September 29, to October 2.  As soon as the programs are selected and scheduled, we will provide that information to you.  It’s not too early to reserve time on your calendar to attend the Annual Meeting, participate in the educational programs, and also enjoy the many attractions that San Diego has to offer. Twitter hashtag for the Annual Meeting -- #CalBarAM16.

The Education Committee is also 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 jeff@jbennionlaw.com.

(d) CYLA 10-Minute Mentor

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

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

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

(e) Online CLE

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

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

7. Executive Committee News

(a) 2016 Attorney of the Year Award-Solo and Small Firm Section

The State Bar Solo and Small Firm Section has announced that Orange County (Irvine, California) attorney Neil Pedersen is the honored recipient of the 2016 Attorney of the Year Award.  The award will be presented at the Myer J. Sankary Reception at the Solo and Small Firm Summit held on June 17, 2016, at 5 p.m. at the Newport Beach Marriott Hotel and Spa.
Neil is deserving of this recognition as his achievements and philosophy towards the practice of law exemplifies the ideals that the Award is meant to recognize. Read a profile of his accomplishments.

Neil has served on the Executive Committee of the Law Practice Management and Technology Section (LPMT Section) as a member and now as a special advisor.  Neil’s constant contributions to the LPMT Section, including articles for its publications, The Bottom Line and eNews, presenting programs at the Annual Meeting, and his guidance on the Executive Committee are greatly appreciated and exemplify his qualifications to be honored and to receive the 2016 Attorney of the Year Award presented by the Solo and Small Firm Section.  Please join the LPMT Executive Committee in congratulating Neil.  If you are in attendance at the Solo Summit, do attend the Myer J. Sankary Reception on June 17, 2016, at 5 p.m., to congratulate Neil personally.

(b) New Member Benefits

Through its Vendors/Members Benefits Subcommittee, the Executive Committee is pleased to add EDLS, eDiscovery Litigation Specialists, Legal Connect Consultants, and Lexicata to its list of LPMT member benefits.  The new benefits are set forth below.  See Item 9 for a complete list of all member benefits available to the members of the LPMT Section.

 

Lexicata is the legal industry's leading CRM and client intake software.   Lexicata enables law firms to effectively track and convert leads into clients with a seamless and easy client intake process.  Features include interactive intake checklists, customizable online intake forms, consultation scheduler, automatic reminders, retainer letter automation, and e-signature. Lexicata also integrates with companies/softwares such as Clio, MailChimp, WordPress, Ruby Receptionist and more.

We are pleased to offer LPMT members $100 off your first year’s annual subscription.  To take advantage of this special offer, contact sales@lexicata.com or 888-886-2750.  Mention Promo Code CALPMT to schedule a demo using this code and receive your $100 discount.

General Homepage - https://Lexicata.com; Page for Scheduling a 15 Minute Demo - https://lexicata.acuityscheduling.com/schedule.php


eDiscovery Litigation Specialists, Inc. provides processing, hosting, consulting, trial presentations, analytics, forensic data preservation, collection and extraction for litigation matters. They use the latest technology available, operated by experienced and highly trained legal professionals. Founded by a team nationally recognized attorneys and skilled technology paralegal with decades of experience, we understand litigation from inception through trial.
eDiscovery Litigation Specialists, Inc. will offer LPMT members a 20% discount on data processing, 15% off forensic data extraction and half off license fees (up to 3 licenses). For more information about EDLS go to www.edlsi.com or call them at (949) 218-2110. Use the discount code LPMT2016.


LEGAL CONNECT CONSULTANTS
Connecting Your Firm to Success
www.legalconnectco.com

“Do what you do best, practice law.  We will do the rest.”

Legal Connect Consultants is a California based consulting group for solo and small law firms.  Let us put our two decades of experience to work for you.  Founded by Marla Mohr, a former Litigation Paralegal, with extensive expertise as a consultant to law firms in legal publishing, court reporting, court filings, litigation support, ESI, business development, vendor management and client relations. Marla identified many shortcomings in marketing/business development, vendor management and client relations within the solo and small firms. She quickly realized that some firms do not have the time, resources or knowledge to fill these critical voids and began to consult with a small group of firms who quickly benefited from her expertise. Her early successes led her to form Legal Connect Consultants.
Our consulting services include:

  • Marketing / Business Development

Increase your visibility on the web though social media, blogs and newsletters.

  • Vendor Management

Work with your current and/or future vendors to lower your cost and increase your productivity.  This includes:
• Litigation Support
• ESI
• Legal Software
• Legal research
And more

  • Client Relations

Improve your client services (customer service) to retain clients and get referrals.
Our goal is to help build your practice with our extensive knowledge of the legal industry, attention to detail and top-of the line customer service.  We understand the time crunches you have and the need for quick responses from your partners. Our team will work with you to find the best possible solution for your case and/or firm.  Together, with our partners, we have you covered!
Do you and your staff have time and/or resources to:

  • keep up on your marketing, including social media? Are you using social media the right way?
  • look over each vendor bill to make sure you were billed correctly?
  • research any new product that could help your practice and/or your case?
  • meet with vendors and go over proposals and trials?
  • have the knowledge to handle client relations?
  • know what vendor would be a good fit for your firm and/or case?
  • Have the knowledge to handle client relations (customer service)
  • Do you want to save money, time and increase revenue?

If you answered NO to any of these questions, we are your solution.

Contact us today for your
LPMT Members Exclusive Discount
10% on consulting fees
solutions@legalconnectco.com
www.legalconnectco.com

(c) New Executive Committee Members - 2016

The Executive Committee is reviewing applications and will be selecting new members for the Executive Committee whose terms will commence in October 2016 following the State Bar Annual Meeting.  The appointments will be announced following approval by the 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, Julie Martinez (Julie.martinez@calbar.gov.ca) .

(d) New Officers for Executive Committee Members – 2016-2017

The Executive Committee will be electing officers for the 2016-2017 fiscal year. The officers will be announced following approval by the Board of Trustees.

(e) 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).

(f) 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.

Contact Us

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