This has been an exciting year for the California Lawyers Association and the Law Practice Management and Technology Section. We’ve created a new organization and have taken what we had in the past under the State Bar of California and built upon that to find new and innovative ways to help lawyers grow their practice.
This is my last month as Chair of the Law Practice Management and Technology Section, so I just wanted to leave you with a few bits of parting advice:
We hope to see you in San Diego on September 14-15 at the CLA Annual Meeting. As listed below, LPMT section has some great programming on how to work better. We also hope to see you at our 2nd Annual Legal Tech Summit in San Diego on January 25 and 26, 2019. We have a great line up with commitments from Adobe and Microsoft’s respective legal teams who are coming down to San Diego to show how lawyers can use technology to work more efficiently.
We hope to see you there!
Jeff Bennion, Esq., Chair, LPMT
By Catherine Iste
Thursday, August 16, 2018
Regardless of the size, recipient or intent of the message, email signature blocks are little snippets of information we send out hundreds of times per week to repeat and new receivers. They are advertisements that reflect our professionalism, personality and focus.
More than just a way to get in touch, these few lines of text can be valuable messaging tools when used properly. What does your email signature say about you?
Indifferent and/or lazy
Most of us work from our phones or tablets on occasion, especially to manage email during travel, downtime or boring meetings. However, nothing says I don’t care like leaving the standard sales pitch from the device manufacture on your signature line.
Unless you work for any of the device manufacturers, it makes no sense to provide them with free advertising every time you send an email. Talk to IT, your assistant or a tech-savvy nephew and have them remove it from your phone.
I'm too busy
Granted, we all make mistakes. Yet there is a difference between an occasional mistype and losing the battle with autocorrect.
Consider the reader: is the clever apology at the bottom of the signature line enough to forgive your welcome? It undermines our professionalism to embrace mistakes and ask others to do so, too.
Instead, take a few seconds to proof the email. And maybe, just once, take a few minutes to note which words autocorrect tends to incorrectly override and either make a mental note or adjust the dictionary in the phone to stop it.
In any case, stop asking the reader to forgive mistakes; make less and they will naturally understand and overlook the few you do make.
This is important to me
Whether it is the full signature block we use sitting at our desk working on a computer or the skinny version on our mobile device of choice, the lines after our name convey what we want you to think is important to us.
If we work for a company with standard signature blocks, the information is often used to convey our role within the organization, how to reach us, and whatever is most alive in the organization right now. The last one could be anything from a company motto to announcing a new product line.
Essentially, it is the elevator pitch for the organization, sent out thousands of times every week.
Similarly, if we have the power to create our own signature block, we should consider the most essential bits of messaging we want to get out there and condense them into those few lines. To do so, keep in mind the following:
Check out some great examples of these best practices here.
The bottom line is, instead of annoying people with what you might find to be an inspirational quote, optimize those few lines of text to convey professionalism, increase awareness or support a new initiative.
About the Author
Catherine Iste is the founder of betterHR.org, an online school that is redefining recertification by providing fun, unique and convenient continuing education for HR pros, nurses, attorneys and CPAs. Connect with her on LinkedIn or at betterHR.org.
By Neil Pedersen
Normally the best practice for an attorney employer is to be sure to treat those in a protected class the same as all other employees who are not in that protected class. However that can be a problem when it comes to attendance policies and temporarily disabled employees.
Generally it is acceptable to have an attendance policy that assigns points to absences, tardies and early departures from the office as a way to encourage satisfactory workplace attendance. However if such a point system is applied to employees who are to be reasonably accommodated due to a temporary or permanent disabling conditions, that same uniformly applied attendance policy can get the attorney employer into hot water.
In EEOC v. Mueller Industries, Inc., the EEOC filed suit in U.S. District Court for the Southern District of California against a manufacturer, charging the company with violation of the ADA in part because of the company's attendance policy that assigned points for absences, regardless of reason. While these so called "no fault" attendance polices are not per se illegal, employers must assure that such policies do not violate the ADA, FEHA, ADA or California's Healthy Families Act.
The Mueller action resulted in a settlement whereby the company agreed to a consent decree including $1 million in damages, reinstatement of those who were terminated, and injunctive relief requiring the revision of the offending policies. The EEOC has recently announced six national priorities as part of its Strategic Enforcement Plan, and issues involving the ADA like this one is one of those priorities. Firms beware as the EEOC has jurisdiction if you have at least 15 employees. The same principle applies for FEHA claims that can be privately enforced against firms with as few as 5 employees.
Neil Pedersen is a 28-year attorney and the Principal of Pedersen Law, A Professional Law Corporation, a small three attorney firm in Irvine, California primarily dedicated to the representation of employees in discrimination, harassment, retaliation, wage and hour, and leave issues. Neil is member of the State Bar Law Practice Management and Technology Executive Committee and he co-created and teaches a 3-unit law school class on Law Practice Management and Technology. Neil can be reached at firstname.lastname@example.org.
By Carman J. Jackson
Presentation Review: “Turning Millennial Lawyers into Marketing Ninjas" by Morgan MacLeod, Ringmaster, Cubicle Fugitive
Summary by Carman J. Jackson, Marketing & Business Development Manager, Akin Gump Strauss Hauer & Feld LLP
Not only do you want to turn your millennial lawyers into absolute marketing mavens, you want to be one yourself! Below are the top 5 takeaways from Morgan MacLeod’s presentation, “Turning Millennial Lawyers into Marketing Ninjas.” These tips will help you authentically connect with millennial lawyers to help coach and guide their business generation efforts.
By Rachel Patterson
As technology grows more sophisticated, it becomes crucial as a driver of strategy in all areas of business. Marketing is no exception. This article gives an overview of three types of intelligence that can be useful in developing strategy, and how they can shape legal marketing. Brace yourselves, because we’re going out of order.
Business Intelligence (BI)
Business intelligence is using internal quantitative data to make business decisions. The data can come from finances, time entry, and social media and web analytics, among other things.
In many cases, law firms are already collecting this data across a variety of roles including marketing, HR, and accounting. To make an actionable difference, the data that’s collected needs to be scrutinized and understood. This can be accomplished with third-party products from companies such as BigSquare, Thomson Reuters Elite, and Qlik.
The possible applications of BI are endless. Law firms can use social media analytics to determine what topics to post and when, and shape their content creation based on website statistics. On the finance side, data can be scrutinized to determine which areas are most profitable and how to staff more efficiently.
Competitive Intelligence (CI)
Competitive intelligence is using external qualitative data to make business decisions. This covers analyzing data about customers, competitors, and the marketplace as a whole. Of course, it’s much less likely that firms can get the same raw numbers that they have about their own business, so CI is necessarily less quantitative.
Often, CI in a law firm falls under a research services department. Some firms have dedicated CI professionals.
CI can help with business development, RFPs, conference prep, and more. An attorney going to a client meeting can use information about that client’s company and industry. A partner may want to follow news about her top clients. Most firms are likely already using CI to drive strategy, at least within practice groups.
Artificial Intelligence (AI)
Artificial intelligence is a method which can be used to gather and process BI, and therefore help make business decisions. AI encompasses the study of intelligence demonstrated by machines. It is often used to describe the various applications of machine learning. Machine learning refers to computer programs that improve performance on specific tasks through repetition.
AI is growing rapidly and is already a part of many industries. While it’s still new in the legal marketing sphere, there are already a handful of AI applications being used in legal marketing. It can drive search that feels more natural for a firm’s website visitors. AI can, for instance, learn when the best time to post on social media would be and schedule your post for that time, something that companies like ClearView Social are doing now.
For an in-depth dive into AI in legal marketing, watch this LMA webinar.
Law firm strategy benefits from understanding the patterns that can be found in the firm’s own data, and in competitors’ and clients’ data. Using technologically savvy solutions to interpret this data can help firms differentiate themselves from an increasingly competitive field. If you are driving strategy at your firm, it’s important to look into the AI, BI, and CI options out there to help you make the right decisions.
Rachel Patterson, Digital Marketing Technology Coordinator, Crowell & Moring LLP, for the Second Quarter 2018 LMA Mid-Atlantic Region Newsletter
Another meeting leaves you feeling beaten down — can you turn it around?
By Elise Keith
Making meetings effective and productive is no easy feat. To be effective, meetings need to engage the various talents of the people involved, work to achieve the group’s specific goals for the moment and do so in a way that’s contextually sensitive to the world around it.
Many leaders fall back on simple blanket rules that no one really follows — like the leader who declared all meetings in the company could last no more than 20 minutes. Some delegate responsibility for success to others, even though they themselves are the most frequent meeting attendees. Others claim that meetings are a waste of time and not worth the effort it would take for the organization to make them work well.
Bad Meetings Are Not Inevitable
Those common traps can keep you locked in a cycle of underperforming meetings and endemic mediocrity. Here are five ways high-performing organizations avoid that fate.
1. Set Clear Expectations for All Meetings
Meeting norms, ground rules, guidelines — these set the foundation for building an effective meeting habit. They often include things like use of an agenda and keeping meetings on time. Whatever your rules, the leadership team must follow them. The way the leadership group meets sets the real standard everyone else follows.
2. Address “FOMO” by Documenting and Sharing Meeting Results
Fear of missing out (FOMO) compels people to attend meetings they shouldn’t. Organizers don’t want to leave people out, so they invite everyone who might possibly want to weigh in. Having irrelevant people in the room de-energizes the conversation and disrupts productivity.
Documented meeting results are the fastest and easiest way to combat meeting FOMO. Before the meeting, clearly document its purpose and desired outcomes. Then after the meeting, send out written meeting results. When people can see in advance what a meeting is for, then see what happened afterward, they can decide whether they need to attend coming meetings. This keeps meetings more focused, and it keeps everyone more productive.
3. Define “The Way” to Meet for Core Processes and Purposes
There are 16 different types of business meetings, and each has a purpose. (Here’s the list, along with my “periodic chart” of meetings.) For example, a regular team meeting is good for confirming progress and identifying problems, but it’s a lousy place to make a big decision. Big decisions demand a dedicated decision-making meeting. Similarly, the initial meeting with a prospective client should look very different from the meeting where they sign an engagement agreement. Each of these pivotal meetings can be designed to drive the results you need.
High-performance organizations know the types of meetings they need to run and how to run each one well. Each meeting gets a name and becomes “the way” that kind of work gets done. For example, the client team’s check-in meeting becomes “the huddle.” The meeting to impress prospective clients early in the sales cycle becomes a “services briefing.” Anything called a “meeting” isn’t specific enough.
4. Train Everyone
Meetings represent an enormous investment in time. Understandably, those who measure billable time in tiny increments view most meetings as a waste of their time and a potential loss of income — they especially resent poorly run meetings.
Leaders can spend up to 80 percent of their workday in meetings, and yet many have never received meeting training. Meetings aren’t just conversations with lots of people at work; there are skills and techniques to learn that radically improve meeting results. High-performance organizations provide training to people leading meetings — and they train people how to participate in meetings to get their job done.
5. Always Be Learning
Once you’ve figured out “the way” to meet, you can experiment: What happens when we meet on Monday instead of Wednesday? If we tweak the process, can we make decisions faster? High-performance organizations have the process stability they need in order to run conclusive experiments and continuously improve their meeting practices.
Bad meetings are not inevitable. Quite the opposite: Meetings can be a powerful embodiment of your firm’s culture and a driver of performance.
Elise Keith is co-founder of Lucid Meetings where she leads research, publication and product management efforts, constantly seeking ways to make it easy for people to enjoy meetings that get work done. She is the author of the book Where the Action Is: The Meetings That Make or Break Your Organization. For more information, visit www.lucidmeetings.com and connect with Elise on Twitter @EliseID8.
The State Bar of California invites members of the public, including licensed attorneys, to provide input as it undertakes a statutorily mandated study of issues related to legal malpractice insurance. Business and Professions Code Section 6069.5 directs the State Bar to study the following issues:
A report on the findings of this study will be made to the California Supreme Court and Legislature on March 31, 2019.
The State Bar’s Board of Trustees has appointed a Malpractice Insurance Working Group (MIWG) to undertake the mandated study and report its findings to the Board. The following information about the work of the MIWG to date can be found on the State Bar’s website:
Additional meetings of the MIWG are scheduled as follows:
August 27, 2018
180 Howard Street, San Francisco
10:00 a.m. to 4:00 p.m.
November 13, 2018
845 South Figueroa Street, Los Angeles
10:00 a.m. to 4:00 p.m.
January 14, 2019
180 Howard Street, San Francisco
10:00 a.m. to 4:00 p.m.
An agenda will be posted on the State Bar’s website ten days in advance of each meeting. Members of the public who are interested in this topic are encouraged to attend these meetings, which provide an opportunity for public comment.
The public is also invited to participate in conference calls during which MIWG subcommittees discuss specific topics. Agendas for these calls, as well as information about calling in, can be found on the State Bar’s website.
Comments can also be sent via email to email@example.com
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.
Check The State Bar website for the current items posted for public comment.
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 firstname.lastname@example.org.
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.
The technical issues in producing The Bottom Line/eTBL are being worked out. Watch for The Bottom Line to come out soon with the following articles we are holding for publication:
Some of the above articles may also be published in the eNews while we work out the technical issues for The Bottom Line. In the meantime, if you need information on a certain topic, search the archived issues of The Bottom.
Need MCLE Credit
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.
Articles for publication are welcome. Send them to email@example.com or to Section Coordinator, Melanie Miranda (firstname.lastname@example.org), to be reviewed by the editorial committee. Obtain the Guidelines for submitting articles from the Section Coordinator.
Archive 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 (email@example.com).
You won't want to miss this networking and learning opportunity planned especially for California attorneys and legal professionals.
September 14-15, 2018 | Sheraton San Diego Hotel & Marina
Click here for all the Details!
15 — The Attorney-Client Contract: Balancing Ethics With Risk Management
Speaker: Neil Pedersen
Friday, September 14 — 2 p.m. – 3 p.m.
This program will highlight the reasons for having a solid, understandable attorney-client contract, including practical ways to create the documentation, and the processes to assure such best practices. The presentation will include an analysis of the fundamental reasons for having a good agreement in place, discussion of provisions required by law and those you should consider to include to protect you and your practice.
CLE: 1.0 Hour of Which 0.5 Hour Applies to Legal Ethics
43 — Analytics and Machine Learning in Pre-Litigation Discovery
Speakers: Willian Taylor, Jonathan Spare, and Christi McGowan
Saturday, September 15 — 3:10 p.m. – 4:10 p.m.
Analytics, including artificial intelligence, can shorten the time and reduce the cost for early case assessments and internal investigations. Learn how these tools can effectively save your client money and get them the answer quickly about whether to pursue, settle or defend a potential case.
CLE: 1.0 Hour
47 — Technology and Contact Management: Collecting and Protecting Client Data
Speakers: Clayton Dodds and Peter N. Brewer
Saturday, September 15 — 4:20 p.m. – 5:20 p.m.
Attendees will learn essential information about collecting and protecting client data. Beginning with a discussion about online privacy, such as website privacy policies and web forms, this program will cover the ethical obligations attorneys owe to existing and potential clients. Attendees will learn how to use client relationship management (CRM) and case management software to manage client data. Panelists will discuss recent online scams and cyber-attacks, and attendees will come away with tangible ways they can protect against malware attacks, and how to build a response protocol when an attack is successful.
A program being presented by the California Young Lawyers Association features a past chair of the Law Practice Management and Technology Section, Perry L. Segal, as one of its speakers;
42 — Legal Cyber Security: Best Standards and Practices for Law Firms
Speakers: Perry L. Segal and Michael Iseri
Equifax breach? Cambridge Analytics and Facebook data? Spectre/Meltdown CPU exploits? Self-driving cars killing people? Blockchain?! Technology, computers and phones are evolving. Cyber security protocols and best practices are evolving. Are you evolving? This program will provide an introductory primer to develop the lexicon and familiarity on cyber security protocols and best practices to better equip attorneys to handle the constantly changing technology landscape and its implication on the legal field.
The Education Committee is continuing to develop several webinar series for presentation in the future. More details will be available shortly.
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, Clayton Dodds, at firstname.lastname@example.org.
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
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.
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 Jeff Bennion 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 following members will be joining the Executive Committee following the Annual Meeting of CLA. They have been selected to serve a 3-year term.
These new members will be joining the following continuing members on the Executive Committee: Cari Pines, Clayton Dodds, Jason A. Peterson, Araceli Almazan, Kevin Mooney, Thomas Garberson, Larry Meyer and Neil Pedersen. Special Advisors and Liaisons for 2018-2019 will be selected shortly.
The Annual Meeting marks the end of the fiscal year 2017-2018, and there are several Executive Committee members who are completing their terms on the Executive Committee. The eNewsletter Editorial Team wishes to acknowledge and thank the following members who are completing their terms on the Executive Committee:
These voting members and special advisors have contributed to the Section by writing articles and providing content for the Section’s publications, as well as presenting workshops at the Section Convention. The Section is extremely grateful to these members for their many contributions and guidance. Several of the outgoing voting members and special advisors will be returning to serve as Special Advisors for 2018-2019, and Christi McGowan will be serving as Chair.
Liaisons from the following professional organizations have also contributed to the Section this year, keeping their members informed of the activities of the LPMT Section:
The eNewsletter Editorial Team would also like to express its appreciation to Sections Internet Coordinator, Michael Mullen, and his team including, Brian Foley, Sections Web Administrator, and their staff, for their assistance in producing the eNewsletter. They have assisted in producing 6 issues of the eNewsletter this year. Thanks also go out to our Section Coordinators, Melanie Miranda and Kristina Robledo, who are always available to answer questions and provide guidance as we transition into being a part of CLA.
This is the final issue of the eNews for fiscal year 2017-2018. The members of the eNews Subcommittee worked diligently to bring you six issues of the LPMT eNews this fiscal year. Those members are to be acknowledged and thanked for their continuing efforts month in and month out – an issue is no sooner distributed, when work begins on the next issue! The subcommittee met several times via conference call to keep on track with the production schedule for the eNews, to gather and review articles, and to prepare each issue. Our sincere thanks and appreciation go to members, Clayton Dodds, Peter Brewer, Cynthia Mascio, Peter Rooney, and Patty Miller. If it were not for them and everyone who has contributed content to the eNews, and our partners at the California Lawyers Association, Michael Mullen, Brian Foley, and Joyce Tao (newest member of the team), you would not have received 6 issues of the eNews this year! A special thank you goes out to everyone who has been a part of producing the LPMT eNews this past year.
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):
15% off discount on promotional products for LPMT MEMBERS exclusively!
About Us: Recognizing a need, during the economic downturn, for a company that offers all facets of marketing a product while still maintaining the bottom line, AB Unlimited: A Marketing Resource Agency, specializes in Promotional Products & Event Graphics.AB Unlimited operates as an offsite extension of our client’s internal departments, providing cost-efficient solutions, quality products and superior customer service. AB Unlimited has a proven track record of providing resources to fit any budget, timeframe or circumstance.
Expertise: A former litigation attorney, majority owner and COO Amy Williams brings a workflow management expertise that produces projects on time and under budget. Minority owner Brian Williams brings over 20 years experience in the print advertising industry which provides him with a keen eye for color and a resourceful execution of our clients’ most difficult projects. The AB Unlimited team includes our Vice-President of Business Development, with 10 years experience in the promo industry, Account Executives, Production Manager, Production Coordinators and Trained Advertising Specialists, kitting/fulfillment crew, and delivery drivers.
AB Unlimited specializes in Business 2 Business marketing: to help sell the client’s brand and increase brand loyalty from the end user. Where other shops demand high QTY minimums, AB Unlimited is known for projects with low quantities, short runs, and one-off products with a fast turnaround time.
Contact:http://www.ab-promoitems.com or firstname.lastname@example.org
Tel: (310) 424-5310
California-based Aptus Court Reporting has invested in today’s most innovative, time-saving, cost-conscious tools with your productivity in mind. We focus on a fuller view of court reporting. From time-management and pleasant interaction to ease of technology, our cornerstone has always been improving your entire workflow, not just the bottom line. Aptus provides a one-stop solution for your deposition and trial needs. Our international network of reporting expertise, cutting-edge technologies, and conferencing capabilities provides your team with outstanding court reporting services and online convenience.
We believe you’ll find an outstanding partner in Aptus Court Reporting. We proudly offer LPMT members Aptus Connect at your next deposition or one month of eDepoze as a complementary service for trying Aptus Court Reporting.
For more information on how our remote videoconferencing and exhibit tools can make your depositions smoother, please email LPMT@aptuscr.com, visit our website http://aptuscr.com, or call us at 866-999-8310.
CEB is pleased to continue to offer rebates to members of participating California Lawyers Association sections.
If you have already paid your annual section dues, CEB will apply the cost of your dues towards the purchase of either a:
Gold CLE Passport or Single full-price CEB MCLE program ticket
In addition, as a LPMT member, you will receive a 10% discount on selected products offered by CEB. To receive this discount, simply go to the bottom of the LPMT Members Only page and follow the link.
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 https://www.goclientside.com/ca-bar-free-trialdiscount-page/. You’ll be able to start your free trial today and secure a 10% discount thereafter by entering the code, CABAR.
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.
Inventus is a consulting practice focused on helping organizations effectively manage the legal discovery process.
Its services combine legal project management and best-of-breed technologies to provide their client base with cost-effective and defensible document reviews.
Their tools and expertise make their clients more efficient, and in turn, better positioned to manage e-discovery challenges.
As a LPMT member, Inventus is offering a 10% discount on any invoice involving line item described as “data processing” over $1,000. To receive this special discount, contact Andrew Bayer at email@example.com with the code word LUMINOSITY.
JumpStart Genius® by InnovPro Solutions, Inc.: an online software program to help attorneys and law students design, start, and manage their law firms. JumpStart Genius® helps you earn a profit, serve your clients with integrity, and have a healthy personal and family life.
JumpStart Genius Version 1 includes modules on
JumpStart Genius Version 2 will include modules on Setting Fees, Billing Clients, Managing Your Client Trust Account, Risk Management, Attorney as Employer, Finances - metrics - and running a profitable law practice, Security and Privacy policies and best practices, Outsourcing, and Trending and the Practice of law.
Enter your Discount Code: CALPMT to receive a 50% discount on JumpStart Genius. The standard price is $500, but your annual license to JumpStart Genius® is just $250. See JumpStart Genius®, our passion is Implementing Your Success™. Pricing page: http://www.jumpstartgenius.com/pricing.php [then click on the $250 discounted pricing, and when prompted, enter discount code LPMT.]
Edward Poll, J.D., M.B.A., CMC, advises law firms and their leaders on practice management, business development, and financial matters. He is a nationally-recognized practical guide to profit. His advice has benefited national, regional, and local law firms. Ed is unique in that he has long-term experience in both business and law. Ed has practiced law for 25 years, was the CEO and COO of several manufacturing businesses, and has been a consultant to small and large law firms for 15 years. - See more at: http://www.lawbiz.com/about_old.html#sthash.k5G2htAW.dpuf
As a special benefit to LPMT members, members can download one of Mr. Poll’s many information books FOR FREE. Click this link to choose your book and begin your download: http://www.lawbiz.com/lmpt-free-book - password: LMPT4FREE. In addition, Mr. Poll is offering a 10% discount on all of his other publications.
LegalBoard™ is the first and only computer keyboard designed specifically for lawyers and other legal professionals. The LegalBoard is made for time savings. There's a section symbol key and a paragraph key. You can add a footnote or comment by hitting a single key, type whatever you want in the footnote or comment and then hit shift to go back to your place in the text.
Want to insert the phrase "court of appeals"? Then hit a single key. Want it capitalized? Hit shift and the "Ct App" key. Turn track changes on and off with a key; add a bullet with a key; turn on small caps with a key; or even change the line spacing with a key. You get the idea. And most of the functions (yes, including the section symbol) even work when typing an email. The keyboard and number pad function normally when not in legal mode.
According to the LegalBoard's maker, Pro-Boards, LLC, the average user will save three to five seconds per legal key used. If you have an hourly rate of $300 per hour, that means the keyboard pays for itself in weeks or at most a few months in time savings.
But let's be real: the main reason you need one isn't to save your clients or your firm time or money. It's to keep your sanity. Nothing is more annoying than finding and inserting that footnote or section symbol. And now you can just use a key.
Buy a LegalBoard now and receive 10% off at www.legalkeyboards.com. Just insert the code CALBAR when checking out.
Connecting Your Firm to Success
“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:
Increase your visibility on the web though social media, blogs and newsletters.
Work with your current and/or future vendors to lower your cost and increase your productivity. This includes:
• Litigation Support
• Legal Software
• Legal research
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:
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
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 firstname.lastname@example.org 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
Lexology is an innovative, web-based service that provides company law departments and law firms with a depth of free practical know-how that would be impossible to produce internally. By collaborating with the world's leading commercial law firms, Lexology is able to deliver fully tailored intelligence to the desktops of business lawyers worldwide on a daily basis.
It is usually free to subscribe to Lexology. Simply register your details and create your own legal newsfeed service - geared to your practice or business interests. Lexology will immediately begin to deliver the most recent legal analysis to you. You will receive no more than one daily newsfeed email from us and this will report only on the information that you have requested. You are free to change your settings or cancel your subscription at any time. Your personal details will remain confidential at all times.
National Law Foundation – Online Forms is now offering LPMT Section Members 10% off all FORMS. Enter LPMT at check-out on www.NLFforms.com to receive this special discount. Save drafting time with their fully-editable and current FORMS which are immediately available for unlimited use upon purchase. Visit www.NLFforms.com for a complete list of all FORMS available covering most practice areas.
ShareFile is an easy, affordable secure file transfer system, client extranet, and mobile editing tool designed specifically for law firms to allow legal professionals to securely access any document, from any device, any time. Citrix ShareFile allows you to create a custom-branded, password-protected space where you can exchange business files with clients easily and securely. Whether you need to send large files by email, conduct a secure file transfer or set up a collaboration space for project-related files, ShareFile has the solution for you.
ShareFile benefits include:
As a special benefit to LPMT members, ShareFile is offering a 10% discount on the monthly rate and a 30-day free trial to determine if it would work for you or your firm. To obtain this benefit, please go to http://sf-mktg-pages.sharefile.com/CABarAssociationLP.html
A Member Benefit Worth $100. Subscription to the TechnoLawyer Archives for one year.
TechnoLawyer is an award-winning network of email newsletters for lawyers and law office administrators. TechnoLawyer's newsletters cover law office management, legal technology, law firm marketing, and litigation practice. Searching everything TechnoLawyer has published to date requires a paid subscription to the TechnoLawyer Archive. This searchable web archive contains more than 14,500 newsletters and counting, including thousands of legal product reviews unavailable elsewhere.
A one-year TechnoLawyer Archive subscription costs $100 for most people, but not for you.
Effective immediately, you and your fellow members can obtain a free one-year TechnoLawyer Archive subscription. You don't have to provide any payment information such as a credit card.
Simply use this special web page for members of the Law Practice Management & Technology Section of the California Lawyers Association to obtain your free TechnoLawyer Archive subscription. (http://technolawyer.com/affinity/lpmt-sbc.asp)
You'll receive an email message with the link to the TechnoLawyer Archive and some tips so that you can immediately start searching.
If you are already a subscriber to TechoLawyer, and would like to take an advantage of this offer to access the TechnoLawyer Archive, please send an email to email@example.com.
For detailed information about vendor benefits, go to the Members Only Section under Special Offers and Discounts
Acknowledgments – July/August 2018
Special thanks to those who have contributed content to the July/August 2018 issue of the eNews: Mary Rocca, Neil Pedersen, Jeff Bennion and Patty Miller.