November/December 2016

News from the Section

  1. Chair's Message
  2. Did You Know . . . Tech Tips?
    1. The Best Tech Upgrades You Can Get for Your Firm
  3. Did You Know ....Articles?
    1. What’s New in Law Firm Innovation
    2. Hiring Employees Using Craigslist
    3. Creating Confidence in a Time of Stress
    4. California: Changes to LLC Act
    5. New Online Billing and Payment Application for 2017 Fees
  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 imageWell, the election is finally over, and after a hard-fought, divisive and occasionally shrill campaign, I was voted in as Chairperson of the Law Practice Management and Technology section of the California State Bar. 

Oh, I get it.  You thought I was talking about another election, one that attracted perhaps more attention than the LPMT Chairperson seat.  Well, now, that one!  I know many of you are gravely disappointed, and the speculation as to the end of America as we know it is running rampant.  As a card-carrying member of Medicare and AARP, let this old guy tell you that in my six-plus decades of experience the fear of the unknown is almost always worse than the eventual reality.  For example, many pundits said that if Trump were elected the stock market would go into free fall.  Instead it went up.

So, my point is, don’t be a “Nattering Nabob of Negativism.”  Don’t buy into the fears and fantasies.  Our nation will survive and so will we. 

The course of politics is not the only uncertainty we face as we enter the coming year.  Much closer to home, the future of the State Bar and its sixteen educational sections is also in flux.  None of us can say with certainty what the future structure of the State Bar will be, nor the form and structure of the sections.

Regardless, I have an abiding optimism that the value of our section will not go unappreciated, and we will survive and continue to be a valued and valuable section, contributing to the protection of the public by educating the Bar membership on matters relating to management of our offices and the technology that shapes them.

My vision for the coming year is to strive to be the best organized and best run section in the State Bar.  I am fortunate to have the support of a robust and experienced group of committee members, so the results will depend on how well I am able to manage them.  I take this assignment most seriously, and plan to dedicate ample time to the affairs of the committee and section so that we can be looked on as a model of efficient operation and value to our constituent members.

Ultimately though, it is YOUR section.  So let us hear from you.  What do you want to see?  What can we do to improve your life and practice?  What problems are you facing in your practice?  Let us know.  Thanks,

Peter N. Brewer, Esq., Chair, LPMT
peter@brewerfirm.com

2. Did You Know . . . Tech Tips?

The Best Tech Upgrades You Can Get for Your Firm

By Jeff Bennion
Posted October 4, 2016 at 1:02 p.m.
[Reprinted with permission from the author]

LPMT artLegal technology is not about sweeping changes to your practice as much as it is about small things that can be big time savers or help you work more efficiently. You don’t need to move into a new office with a built-in server vault or anything if you want to get more tech-savvy in your practice. Sometimes, it’s the smallest things that make the biggest difference.

Clearly, if you have a huge technology budget, you should buy everything on your wish list, but here are some of the most impactful things you can do for cheap for your practice.

Email and Domain

You simply need to have something other than your @aol.com email address if you want to be taken seriously as a professional. It is so easy to get a domain name nowadays that it really shows a lack of respect for yourself if you still have that old email address on your business cards. In fact, if someone gave me a professionally printed business card that had an @aol.com email address on it and someone else gave me a mustard-stained napkin with their contact info on it, including a real email address with a real domain, and I didn’t know either attorney, I don’t know which one I would hire. Think about what that old email address conveys to others. They are thinking: “This person is a dinosaur.” “This person can’t afford the $12 a year for a domain name?” “This person is probably not very computer-savvy, so is he/she going to take a long time on my project and bill me more than someone who works efficiently?”

Getting a domain is easy. A lot of providers sell them. Go to godaddy.com and type in a domain name that you like and buy [yourlastname]lawgroup.com or whatever you want it to be. In the checkout options, there is an option to also get an email address with that purchase. So, you can get john@doelawfirm.com for just about a dollar a month.

Second Monitor

You can get a decent monitor for about $100 – $150. Once you go double-monitor, it’s hard to go back. Imagine working with paper and you have a TV-tray-sized desk to spread out your papers, so instead of spreading your papers out, you just shuffle them in a stack in front of you. Now, if you double your desk size, you can get more done. I use double monitors when I am responding to discovery – I have the discovery on one screen and my answers on the other. If you are doing anything where you need to look at two things at the same time, it is so much more efficient when you have multiple monitors. It’s a must for doc review.
Don’t get confused by the specs and the IPS viewing angle and the dynamic contrast ratio. Get a 1080p flat-screen monitor with an HDMI input and everything else will only be noticeable when you are playing 3D first-person shooters. The contrast ratio is the number of shades of grey the monitor has. The more shades of grey, the crisper the picture is. You don’t need a million shades of grey if you are typing a black and white document in Word. Probably just about any 1080p flat-screen monitor should be sufficient for law firm use. A screen size of 17” – 19” should be big enough.

PDF Handling Software

I have had brief periods in my practice where I did not have a PDF editing program on my computer. I use Adobe Acrobat DC Pro, but there are other programs out there as well. They don’t have all of the bells and whistles, but you can read and annotate and comment in PDFs. Acrobat lets you do a number of things, such as convert a scanned image into searchable text, annotate a document with highlights and comments, as well as redact and add Bates stamps and convert other files into PDFs. The free version of Acrobat, Acrobat Reader DC, allows you to comment and highlight, but you can’t do a lot of the helpful features. There are a lot of free training videos on YouTube if you need to start from scratch.

Good Computer

If your computer still has a 3.5” floppy drive or runs Windows Vista, you should probably replace it. I have about three or four computers in my office and I replace them about every two years or so at the most. You’ll get faster performance, booting your computer will take less time, and everything will just run more smoothly when you have a good computer. Just as with the monitor, you don’t need anything too fancy. About $400 for a laptop or $350 for a desktop computer should have the specs necessary to work efficiently.

Conclusion

If you are averse to change or simply don’t have a very big technology budget, this should be where you start. You can slowly build up your tool chest of hardware and software, but these should be your first purchases.


About the Author
Jeff Bennion is a solo practitioner at the Law Office of Jeff Bennion. 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.

Source:http://abovethelaw.com/2016/10/the-best-tech-upgrades-you-can-get-for-your-firm/

3. Did You Know....Articles?

What's New in Law Firm Innovation

By:  John O. Cunningham
[Reprinted with permission from the author]

A recent survey by legal consulting firm Altman Weil revealed that 52 percent of firms with more than 50 lawyers are creating special projects or experiments to test innovative ideas or methods. Interestingly, the survey also revealed that the largest firms – those with 1,000 or more lawyers – are doing the most innovation, with 100 percent of those firms pursuing special projects or experiments in innovation. Meanwhile, only 37 percent of firms with less than 100 lawyers are doing so, despite the fact that smaller firms have less bureaucracy and hierarchy to impede innovation.

This survey inspired me to do a post on specific innovations that law firms have rolled out in very recent years, and here is my list:

  1. Littler Mendelson developed the CaseSmart system to provide clients with a management dashboard that tracks the status of every employment action in something close to real-time, while enabling managers to identify particular regions or managers affected by repeated workplace complaints and associated costs. It also facilitates the generation of reports that compare attorney performance on specific matters by hours, results and other metrics, facilitating the constant improvement of performance by the client and the law firm alike.
  2. Reed Smith developed the Periscope discovery system to analyze current and historical data related to e-discovery, discovery costs and the efficiency of various discovery reviewers. The end result is a dashboard of useful information that helps the firm manage discovery better, lowering costs and providing predictability of future costs and timelines for discovery based on past cases. The management tool reportedly can also access the demonstrated efficiency and accuracy of individual reviewers so that they can be put to work on critical cases. Interestingly, the tool has determined that efficiency is not at all related to a reviewer’s school “pedigrees” or even how long they have been in practice.
  3. Baker Hostetler announced that it is implementing a variant of IBM’s artificial intelligence, known as ROSS (a technological cousin of Watson) to assist the law firm’s bankruptcy practice. ROSS can understand questions, and respond with a hypothesis backed by references and citations. It improves on legal research by providing users with only the most highly relevant answers rather than thousands of results you would need to sift through. Additionally, it is constantly monitoring current litigation so that it can notify you about recent court decisions that may affect your case, and it will continue to learn from experience, gaining more knowledge and operating more quickly, the more you interact with it, just like Watson.
  4. Kirkland Ellis reportedly has adapted and implemented a version of Intapp Wall Builder to centrally control access to client confidential matters and track compliance across the firm. The Wall Builder replaced distributed, ad hoc approaches to information security with a centralized system that provides central control over user access to specific applications, documents and other information.
  5. Clifford Chance utilized process improvement and “LEAN” management techniques to develop better, more sustainable ways of doing commonly recurring projects. According to the firm, simpler, more manageable, transparent, predictable and faster delivery of projects and transactions were among the benefits brought to the firm’s clients.

You can also read about 100 innovations in law over the years in the ABA Journal online, but I respectfully submit that the list of 100 innovations is really about innovations developed OUTSIDE of legal practice that have impacted the way legal matters are handled. Law firms must do more innovating of the varieties described above in order to survive and thrive in the fast-changing times ahead.

Source:   https://johnocunningham.wordpress.com/2016/09/30/whats-new-in-law-firm-innovation   John O. Cunningham can be reached as C3Cunningham@aol.com or  (508) 653-9808

Hiring Employees Using Craigslist

By Adam Rosenblum on August 5th, 2016

Craigslist photoCraigslist currently boasts over one million new job listings each month, making it one of the largest job boards in the world. It is a popular place for employers to advertise for new employees, and it can serve you well in hiring attorneys and support staff.

Anatomy of a Job Posting

Craigslist allows employers to post a basic job listing that includes a description, a photo, and contact information. If you are uncomfortable using your own email in a job posting, Craigslist lets you use an anonymous email address to which prospective employees can submit their application. Craigslist will automatically forward applications to your real email address.

Each job posting on Craigslist costs $25, and you can post to one category in one city no more than once every forty-eight hours (the relevant category for lawyers and paralegals is the legal / paralegal category; support staff jobs can also be posted under admin / office). Another way to find new hires on Craigslist is to search posted resumes under the resumes section.

Separating the Wheat From the Chaff

The good and bad news is it’s a buyer’s market. Our law firm is based in North Jersey and is considered part of the greater metro/NYC area. Post a listing here in the legal / paralegal section and you are likely to be inundated with applications in hours, and each applicant will probably send a text-laden email accompanied by a cover letter, resume, and sometimes even a writing sample. It can become extremely tedious to sift through all those emails and attachments.

If your law firm is looking for a person with specific training, skill sets, or credentials, you will still have to go through all of the submissions, but at least you can whittle the pile down quickly. On the other hand, if your law firm is looking to hire an entry-level employee, a large percentage of applicants may fit the bill. This will make the job of locating the applicants you want much more difficult.

There will also be many applicants who do not fulfill any of the job requirements but submit an application anyway. (I once had an applicant for an associate attorney position who didn’t have a law degree and his past work experience was limited to working as a sales clerk in a shoe store — you can’t make this stuff up.)

Tweaking the Job Posting

One way to pare down submissions is to make the job application requirements specific. The problem with this approach is that an applicant may have the credentials you want but may not follow your instructions. For example, I have created job postings where I said in all caps and in boldface (with asterisks!):
**RESUMES THAT ARE NOT ACCOMPANIED BY A COVER LETTER OF AT LEAST 300 WORDS WILL NOT BE CONSIDERED**
Even so, many qualified applicants ignored my requirements. While it is easy to make the assumption that a person who can’t follow basic instructions may not be someone you want working for you, the other side of the coin is that it may have been a simple omission and not an indication of sloppiness.

Whether or Not to Include Compensation

If you are offering a specific, fixed compensation (either salary or hourly rate) the straightforward and most efficient approach is to include that information in the job posting. This way you are more likely to attract applicants who are looking for compensation that is in line with what you are offering, and you can screen out individuals who expect higher compensation than what you are offering.
The downside of this approach is that you might have an individual who feels they should be earning more, but decides to apply for the job since they are desperate for work. To avoid this, consider omitting compensation in your job posting and request that applicants include salary requirements or an acceptable salary range in their application. This forces the applicant to disclose how much they feel they deserve or want to be paid.
Of course, this makes more work for you, since you have to go through the applications to see who is willing to accept what you are willing to pay.

Quality of Craigslist Applicants

I have used a number of job posting websites (some paid, some free) and found that Craigslist tends to produce the same quality of applicants you will get from any other job site.

The upside to using a more general job posting website like Craigslist is that you are likely to get a larger pool of applicants. Of course, that also means there will be a greater number of applicants that don’t fit your basic requirements.
So while Craigslist hasn’t kept pace with modern website design and functionality, it will get the job done for your hiring needs. Its basic interface, low-cost listings, and wealth of potential applicants will more than likely get you the right person for your law firm—even if the list of applicants seems daunting to sift through at first.


About the author:
imageAdam Rosenblum is the principal of The Rosenblum Law Firm and focuses on traffic tickets and criminal defense in both New York and New Jersey. Adam answers speeding ticket questions on NewYorkspeedingfines.com and has grown his law practice by applying principles of neuromarketing to increase his client base. He is also an ordained rabbi.

Source:  https://lawyerist.com/79398/hiring-employees-using-craigslist/
Originally published July 15, 2015. Republished August 5, 2016.

 

Creating Confidence in a Time of Stress

By Wendy Werner

Recently I underwent a diagnostic medical test that I knew was going to cause me a great deal of anxiety. In addition, I had to arrive at the medical facility at 7 a.m., couldn’t have a cup of coffee in advance and had been told that I was unlikely to be able to leave before 11 a.m. I had never met the doctor who would perform the procedure, and as time wore on that morning, it appeared that I would not meet him before being wheeled into the operating room.

Was I stressed? You bet.

The operating room bore some resemblance to how I imagine a gladiator ring in ancient Rome must have looked. A fairly large round room, very brightly lit, with equipment encircling the perimeter, a number of additional staff suited and masked for the occasion lined up to play their supporting roles. I was told we were waiting for the doctor. When I asked where he was, someone joked that he might be in an adjoining state.

Making a Little Magic Happen

He arrived. And that was when the magic happened. He greeted me kindly and warmly, shook my hand, asked me a few questions and acknowledged the rest of the staff in the room. He then explained quickly but in detail what the procedure was to entail. The explanation included sedation, what I was likely to feel (and not feel) during the process, his long history of performing this test, his success in doing so, and how he wanted me to remain engaged during the process. The last step before beginning the procedure was for me to sign off on the permission to proceed. I couldn’t sign fast enough.

Afterward, I contemplated how he had managed in such a time of stress to allay my fears and instill in me the confidence that he not only knew what he was doing but that he would perform this task at the highest level of skill.

I also wondered how a lawyer could convey that same level of expertise at an initial and potentially crucial meeting with a client; particularly one dealing with an acute legal crisis. These are some of the ways in which he made that contact work:

  • He made eye contact and treated me upon meeting as an adult, despite the fact that I was in hospital garb.
  • He gave a clear and concise explanation of the intervention that he was going to make.
  • He described his expertise and prior success in similar situations.
  • He acknowledged the supporting players involved in the process and their roles, making it a team effort.
  • He kept me involved in the process throughout the procedure.

Providing legal services isn’t the same as performing a medical intervention. But if you have ever had a potential client call who is in a state of crisis — because someone filed a TRO against them, or a family member has been incarcerated, or a competitor has appeared to have stolen a key trade secret — it may seem to the client a lot like they are in the midst of a crisis that could decide the health of their business or their family.

Your ability to articulate your skills, prior experience and expertise at that initial meeting can go a long way to allay your client’s fears, and to help you develop both a rapport and a reputation for competence.

More Than Words

It isn’t just your words that count in a situation like this. This is a time to appear knowledgeable, decisive and confident. Pay attention to your choice of words, posture and body language. At the same time, you have to make sure that you don’t oversell the potential outcome. My doctor did not guarantee that he would produce the test result with no anomalies, or necessarily the results that I wanted. But he instilled in me a sense of confidence that he could perform the work and get the information that was needed.

That may be the best a client can expect.


Wendy Werner imageAbout the author:
Wendy Werner is a career coach and practice management consultant for lawyers and professional services firms at Werner Associates, LLC, as well as former Assistant Dean of Career Services at St. Louis University School of Law. She writes the Careers column for ABA Law Practice magazine, and is an award-winning photographer. Find her at Wendy@WendyWerner.com.
Source:https://www.attorneyatwork.com/creating-confidence-time-stress/

California: Changes to LLC Act

Effective January 1, 2017, California Assembly Bill 1722 (AB 1722) makes changes to California’s Revised Uniform Limited Liability Company Act. Now, instead of requiring a California LLC to have a majority vote in order to dissolve its business, the LLC will only need a vote of 50 percent or more. The bill is designed to help small, two-member LLCs avoid the unnecessary and costly litigation that is currently required in order to dissolve. Read the bill in its entirety here.
Source:  October 2016 – December 2016Parasec News Alert; http://www.parasec.com/news/alert/alertarchive/alertOct2016.html#in2_item0

4. News from The State Bar

Public Comment

The State Bar of California is calling for comments on charging a processing fee for use of a credit card, debit card or electronic funds transfer, and additional amendments to the Rules of Professional Conduct. This is your chance to weigh in on the proposed changes.  

Dec. 5 Deadline: Proposed Rule Authorizing the State Bar to Charge a Processing Fee for the Use of a Credit Card, Debit Card, or Electronic Funds Transfer

Jan. 9 Deadline: Comprehensive proposed amendments to the Rules of Professional Conduct of the State Bar of California

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 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.

Changes coming in 2017 with new fee system

By Psyche Pascual
Staff Writer

Although the amount State Bar members will be charged in their 2017 fee statements isn’t set yet, the final amount as well as other changes are indeed coming. [Note:  The fee amount of $297 was announced after this article first published.]

Update your email address: Make sure your contact information, particularly a working email address for State Bar communications (this may be different from your public email), are up to date on My State Bar Profile.

Whether you are an active or inactive attorney, here are some previews of what is to come and tips to make the whole process smoother.

1.      Attorneys will be able to download a fee statement and see their electronic bills online.
The State Bar of California has submitted a request to the California Supreme Court asking the court to grant the authority to collect attorney fees. Officials expect to get an answer by the end of November.

The bar will make it easier for attorneys to access their electronic bills online. When it is launched, you can access your bill when you sign onto My State Bar Profile.

2.      Attorneys will be able to download and print out a paper bar card.
Many attorneys use their bar cards to get access to secured courthouses and as proof of identity to new clients. But even if you don’t use it often, you don’t need to wait for the new version.

Attorneys don't have to wait for the plastic card in the mail – you can get one instantly once your fees are paid by printing it out. If you really need a plastic card issued by the State Bar, you can still request one through the Member Services Center.

3.      Firms and agencies will be able to pay State Bar fees for multiple attorneys online by creating an agency billing account and listing all of the firm’s attorneys.
For the first time, the State Bar is creating a one-stop shop for firms to pay annual fees for all or some of their attorneys.

This will help an office manager create one group payment and individual attorney payments through a new online agency billing tool on the State Bar website.
It will also generate invoices, lists of attorneys in the firm by branch or office location, add and subtract donations on the member and firm level and add a section for section fees.

Managers at the firm can also track a history of payments made through the firm’s online account.

4.      Active attorneys will still have to file Minimum Continuing Legal Education (MCLE) reports by the Feb. 1 deadline.
On Dec. 1, attorneys will be notified by email that their MCLE compliance reports are due by Feb. 1, 2017. All attorneys in Group 3 (with last names beginning with N to Z) – except those on inactive status – report compliance online through My State Bar Profile.

For more information on these developments, contact the Member Services Center at 888-800-3400 or MCLE@calbar.ca.gov.

For more information about the State Bar's fee request, see the latest announcement from the California Supreme Court.

Copyright © 2016 The State Bar of California
Source:  http://www.calbarjournal.com/November2016/TopHeadlines/TH2.aspx

New Online Billing and Payment Application for 2017 Fees

The State Bar will be launching  a new on-line billing and payment application for 2017 fees.  Paper billing statements will not be sent to members. Instead, statements will be available online through My State Bar Profile. Individual members will continue to be able to make payments online through My State Bar Profile. Attorneys should make sure that the email they have provided for State Bar communications is up to date.

Law firms and agencies will be able to use the State Bar’s new Agency Billing system where they can calculate billing costs and make payments for a group of attorneys.    

Once an attorney’s fees are paid, a paper bar card will be conveniently available for download through My State Bar Profile. Plastic bar cards will still be made available, but only upon request and can also be ordered through My State Bar Profile.

The online billing system makes it easier than ever for individual attorneys and agencies to help make the justice system available to everyone.  When paying your bill, please consider making a contribution in support of legal services for low income Californians.  Your support is a lifeline that can help prevent homelessness, keep kids in school, protect elders from fraud and abuse, and connect veterans to services, among other critical legal assistance. 

It is anticipated that the on-line agency and billing application will be available through the State Bar’s website by December 7th.  

Go to calbar.ca.gov for more information, or contact Member Records and Compliance at 1-888-800-3400.


5. The Bottom Line/eTBL

December Issue

Editor, Michael Fenger, and his team are gathering articles for the December issue of The Bottom Line.  All articles in the issue will offer MCLE credit.  Watch for the issue in late December, just in time to complete your MCLE requirements. 

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

Archived Articles: Archived issues of The Bottom Line can be found in the Members Only section of the LPMT website going back to October 2011. Prior to that date, you will find only a table of contents for past issues. Some past issues may still be available. Contact Section Coordinator, Julie Martinez (Julie.Martinez@calbar.ca.gov).

6. Educational Opportunities

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 jeff@jbennionlaw.com.

Webinars for Law Office Support Staff

Legal Secretaries, Incorporated (LSI) will present the following online classes in 2017.  Click on the links to learn more.  Your staff is encouraged to participate.

January 9, 2017 – March 6, 2017       

Beginning Legal Secretarial Training Class

March 13, 2017 – April 24, 2017 

Overview of California State Court Discovery

ABA Techshow - 2017

Bringing Lawyers & Technology Together

Save the date for ABA TECHSHOW 2017.
March 15-18, 2017 at the Hilton Chicago.

TECHSHOW is your chance to hear - and meet - the industry's top technology experts.  Learn more:  http://www.techshow.com/

CYLA 10-Minute Mentor

The California Young Lawyers Association has assembled a series of mentoring videos which are posted at: 

https://www.youtube.com/channel/UCNgOYDlJUcKSWB1GJEeqI5g/videos.  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

https://www.youtube.com/watch?v=HfRhVyRIvEM

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

https://www.youtube.com/watch?v=zjmZzcalCoM 

Mari Frank – Successful Negotiation and Mediation in Your Practice

https://www.youtube.com/watch?v=erFgx7dGTYg

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

https://www.youtube.com/watch?v=dtbw6yhQiSc

Perry Segal – Today’s Technologies and Maintaining Client Confidences 101 

https://www.youtube.com/watch?v=e50k-nUVWdw

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 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

2016-2017 Fiscal Year Has Begun

New voting members were welcomed to the Executive Committee meeting at the State Bar Annual Meeting in October 1, 2016. During the year we will introduce you to these new members. In this issue we introduce Jason Peterson and welcome him to the Executive Committee.

Jason Peterson is a second-year law student at Santa Clara University School of Law. His focus is privacy and data protection law and he will soon be earning the Privacy Law Certificate from Santa Clara Law, one of the first law schools in the nation to offer course work in the emerging field of privacy. Jason is employed at TRUSTe in San Francisco and works with their Global Privacy Solutions team to advise clients on best privacy practices, draft privacy policies, and research evolving regulatory and industry standards. Most recently Jason worked with clients to ensure their compliance with Privacy Shield, a new framework for transfers of personal data between the European Union and the United States.

During college Jason worked as a computer technician doing help desk support and repair for a local university. Interested in becoming an attorney, Jason took paralegal classes at night and joined a small class action firm in San Diego to work on the 2007 San Diego Wildfire Litigation. Jason quickly learned many firms lack the technical experience for effective electronic case management and are slow to embrace technology in a world going paperless. In joining the Executive Committee Jason hopes to bridge the technical skills gap between paralegals, senior partners, and attorneys just joining the work force.

Jason has done contract work as an e-Discovery technician creating key-word searchable databases to easily locate individual documents from client files and email servers. Jason urges effective use of technology in all aspects of law practice management, but knows in reality firms can spend tens of thousands of dollars trying to implement new technology just for the sake of technology.

As a computer technician, turned paralegal, turned law student Jason is excited to join the Executive Committee of the Law Practice Management and Technology Section of the California State Bar. Jason is looking forward to using his technical background and law school experience to assist the Executive Committee and all members of the section.

Jason earned a B.S. in business administration with an emphasis in management of computer information systems from San Diego State University. Jason is also the Editor-in-Chief of the Santa Clara Law student newspaper, The Advocate.

Contact information: Jason Peterson, J.D. Candidate, Santa Clara University School of Law, (619) 402-5706; japeterson@scu.edu

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. 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