It is a great pleasure and a privilege to be communicating with all of you for the first time since the September Annual Conference. I will make every effort to continue the great work of past chairs while pushing it in new directions and lay out our plans for the next year.
I want to thank Perry Segal for all his efforts. We had a lot of change in the past year, and Perry was always there ready to help. He went above and beyond, engaging with just about every initiative to ensure a smooth transition. Next time you see Perry, let him know how much we appreciate his commitment and hard work.
By Perry Segal
The new version of Office 365 scans your email and adds entries like flights and hotel reservations (and many more) to your calendar. Of course, you can delete these entries. Unfortunately, most airlines/booking sites send 2-3 reminders – and the darn thing re-adds the entry on the calendar each time! It also gets confused and sometimes adds the event to more than one calendar. Those two things may become very annoying…
By Ed Poll
The website is an important element of any marketing program and a singularly important communication vehicle.
For your site to be effective, however, it must be reviewed and updated frequently, which includes adding fresh content and making sure that it represents the types of services and solutions that you can provide. It should not be just a static electronic brochure. Make sure that it represents you well in how you want to be seen by clients and prospective clients.
By Neil Pedersen
Governor Brown has signed into law a revision to the requirement that employers of 50 or more employees must provide sexual harassment training to its supervisors. The revisions will now impact the vast majority of small and medium-sized law firms.
Effective January 1, 2020, all employers of five or more employees, including temporary or seasonal workers, must provide sexual harassment training to all of its employees. For supervisory employees, the employer must provide a minimum of two hours of sexual harassment training. For nonsupervisory employees, the employer must provide a minimum of one hour of sexual harassment training. Additionally the employer must provide such training within six months of an employee becoming a supervisor or the hiring of a new employee.
By Susan Freeman
FOR MANY WOMEN, the word, “negotiation” summons up images of something formal and structured: world leaders trying to end a regional conflict, corporate boards agreeing to the details of a severance package with a departing CEO, someone in a procurement office working out the terms of a contract with a supplier, lawyers winning at all costs, in trial. They may also think of hardball tactics: such as those times when a lawyer feigns anger to intimidate the other side, snapping a briefcase shut and perhaps walking out of the meeting.
By Jennifer Anderson
October 3, 2018 | The One Legal Blog
If you work in or around the legal world, you’re aware of the public perception of law firms.
It’s not good.
In fact, when you reveal to a stranger that you work in a law firm, that person often feels free to give you a piece of their mind about how much disdain they feel for your profession. Of course, within five minutes, that same person is typically asking you for free legal advice.
So, perhaps we should take these generalized complaints with a grain of salt. After all, people have been complaining about lawyers since the time of Shakespeare. But are there times when you should be concerned about the negative perception of law firms? The answer is yes – it’s when your own clients are harboring ill feelings about you.
Now is a good time to slow down, listen to the top complaints about law firms that many clients have, and take proactive measures to overcome those grievances. So, we’ve compiled some of the most common complaints for you to consider.
Fee Bill - Governor Signs State Bar Fee Bill that Continues Momentum for Key Reforms
[State Bar News Release, Friday, September 21, 2018; see also California Bar Journal]
Today Gov. Jerry Brown signed AB 3249 into law, the fee bill for the State Bar of California. In addition to setting the annual licensing fee for attorneys, the bill continues historic reforms for the public protection agency.
The bill expands the State Bar’s statutory mission to specify that public protection includes supporting greater access to and inclusion in the legal profession. This follows the new State Bar mission statement adopted in 2017 by the Board of Trustees.
State Bar Announces Trainings for New Rules of Professional Conduct
[State Bar News Release, Wednesday, October 10, 2018]
The State Bar of California announces the launch of attorney training programs regarding the new Rules of Professional Conduct, which go into effect November 1.
The new Rules of Professional Conduct were approved by the California Supreme Court earlier this year. This marks the first overhaul of ethics rules for attorneys licensed in California in nearly 30 years.
The public and attorneys have an opportunity to submit written comments about policy issues before the Board of Trustees. These issues may include proposals such as amendments to the Rules of Professional Conduct and ethics opinions. Comments may be directed to the address listed on each proposal.
The following items have been posted for public comment – click on the link to learn more:
Check The State Bar website for the current items posted for public comment here.
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 email@example.com.
Please Note: Publication for public comment is not, and shall not, be construed as a recommendation or approval by The State Bar Board of Trustees of the materials published.
While the staff at the California Lawyers Association works out the technical difficulties in publishing The Bottom Line, they will be posting articles which will offer MCLE self-study credit. These are the lengthy, substantive articles that would usually appear in The Bottom Line. We hope to have the following articles posted in early November:
Watch for an email notification when the articles are available.
Need MCLE Credits
You can also obtain MCLE credits by reading articles which have appeared in past issues of The Bottom Line. Read the article, take the quiz, and you have earned an hour of self-study MCLE credit. This is a quick and easy way to obtain required MCLE credits.
Click here for the CLE catalog.
Articles for publication are welcome. Send them to firstname.lastname@example.org or to Section Coordinator, Melanie Miranda (email@example.com), 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, Melanie Miranda (firstname.lastname@example.org).
January 25-26, 2019, San Diego – 2019 Law + Technology Summit co-presented with the San Diego County Bar Association (Second Annual).
June 13-15, 2019, Huntington Beach – CLA Small Firm & Solo Summit
October 10-13, 2019, Monterey – CLA Annual Meeting
Information for each program will be available as the program dates get closer.
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 for future webinars and educational programs to Clayton Dodds at email@example.com or LPMT@calawyers.org. Let Jeff hear from you with suggested topics or a proposal to present a webinar or program.
The Executive Committee is pleased to announce that the latest recipient of the LPMT Lifetime Achievement Award is Perry Segal. Perry was surprised with the award by the Executive Committee at the Annual Meeting of the California Lawyers Association (CLA) in September 2018. The award is bestowed on a member of the Law Practice Management and Technology Section who has made tangible contributions, who has taken an active leadership role and who has served the LPMT Section, as well as other organizations. Perry has demonstrated all of these qualities as well as always contributing articles to The Bottom Line and eNews, speaking at workshops and seminars, and being active in leadership promoting awareness and furtherance of the role of practice management and technology in the legal profession. Perry has served on the Executive Committee since 2009, serving as Chair from 2012-2013. Perry was also co-vice chair and co-chair of the Council of Sections of The State Bar of California, and was the interim chair to January 2018 of the Board of Representatives of the California Lawyers Association when the Sections moved to the CLA. Congratulations, Perry! Perry is the third recipient of the Award, joining Ed Poll and Carol Levitt.
At the Annual Meeting of the California Lawyers Association (CLA), the Executive Committee elected the following officers for 2018-2019:
The officers began their duties at the conclusion of the Annual Meeting of CLA.
At the Annual Meeting of CLA, the following Special Advisors were selected for 2018-2019, and the liaison representatives from professional organizations were announced:
Special Advisors: Michael Fenger, Mari Frank, Cynthia Mascio, Patty Miller, Perry Segal, George Seide, and Jeff Bennion (Immediate Past Chair).
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@calawyers.org).
Purchase the State Bar’s two publications, The California Guide to Opening a Law Office and The California Guide to Growing and Managing a Law Office (official hash tag #GrowLaw) to assist you in running and growing your law practice. Your Executive Committee members are contributing authors.
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 alphabetical order):