Webinar: Common Online Scams Targeting Law Firms – How to Protect Yourself, Your Staff, and Your ClientsMonday, May 21, 2018, 12 noon – 1 p.m.Click Here
Jeff Bennion, Esq., Chair, LPMT
By Clayton Dodds
The internet has become a hyper-effective vehicle for cyber scams and crimes. Fraud is rampant across the World Wide Web. Spam folders are jam-packed with e-mails promising gift cards, vacations, jackpots, millions in a foreign bank account, or a date with a young Russian model named Anastasiya who apparently has a crush on you. Most of these scams can be easily detected as spam, but the culprits behind these crimes are getting more sophisticated. As new technology emerges, and as technology becomes more ubiquitous, it is important to stay on top of the scams that are being targeted at you, your firm, your firm’s employees, and potentially even your clients.
Three very convincing types of scams have emerged that specifically target law firms: link spoofs, attachment scams, and imitation e-mails.
One of the most common ways that scammers can infiltrate a system is by making the recipient of an e-mail click a link. Once clicked, the link often infects the computer by downloading malware, and grants the criminal access to your network, your files, and your data.
If you receive an e-mail that asks you to click a link or button, DON’T CLICK IT IMMEDIATELY! No matter what the sender says is included, you should always make sure the link or button is going where it says it is going.
Here are few techniques for inspecting links:
1. Hover over the link (again, do not click), and see if the destination matches the URL
a. As you can see in the example below, by hovering over the “View Here” link text, the tooltip shows that the link will take me to a random link, instead of the desired destination for downloading a document
2. If you have trouble verifying the link, do the following:
a. Copy the link (again, do not click) by hovering over the link and RIGHT-clicking
b. Select “Copy Hyperlink”
c. Paste the copied link into a document or notepad
d. See what URL the scammer had hoped you would access
Note: there are link shortening services like Bitly that shorten URLs. Additionally, many e-mail services like MailChimp, Constant Contact, and Infusionsoft will add a redirect link that tracks the click then redirects you to the destination. If you are absolutely certain of the authenticity of the sender and if there are no other red flags, then a link that is shortened (bitly.com/randomletters123) or that has text in it like ‘linkclick’ (et998.infusionsoft.com/app/linkClick/1029…) or that is in an e-mail sent from Constant Contact or Mailchimp should be ok to click. To be absolutely sure, you can always use tools like Norton SafeWeb or Sucuri.
Attachments are one of the best nets that scammers can use to capture victims. This is because scammers can hack into the e-mail accounts of unsuspecting professionals, and send out spam e-mails and attachments on their behalf. Often, this comes in the form of spoofed document sharing links (such as DocuSign or ShareFile) or fake attachment names. It is important to NOT open attachments unless you are absolutely sure that the sender is authentic and is sending a genuine attachment.
Here are some techniques for mitigating your risk regarding attachments:
1. The best technique for preventing attachment scams is to call the sender, and ask if they intended to send the attachment.
a. When a criminal successfully hacks into the e-mail account of someone else, they will respond and answer e-mails as if they were the real person. If you reply to their spoof e-mail, they will probably respond and encourage you to open the attachment, assuring you that it is real. The best way to verify is to pick up the phone and call the sender
2. Look at the name of attachment – does it make sense?
a. If the name of the file is a random jumble of text and letters, it is most likely fake
b. If you are sending an attachment and don’t want your attachment to be flagged, be clear and specific in your naming conventions
3. Are you waiting on an attachment? If not, don’t open.
a. Often, the unsolicited e-mail with an attachment comes randomly – you aren’t anticipating a document, and probably haven’t corresponded with the sender in quite a while, if ever.
4. URGENT! Do not click links that appear in PDF attachments
a. One clever way that scammers are getting victims is by putting a spoofed link in an otherwise safe PDF attachment. Use the same precautions for evaluating links in PDF attachments as you would if the link was to appear in the e-mail.
5. Disable automatic downloads in your e-mail platform
a. All e-mail providers will have a way for you to disable the automatic downloading of e-mail attachments and images. If you are prone to receiving scam or spam e-mails, disable this feature. Note that this will prevent images in e-mail from appearing until you click them, so e-mails you receive may not appear as they are intended to appear.
For Outlook, the option is under “Send/Receive” and select “Download Headers” only.
For Gmail, under the “Settings>General”, you can select “Ask before displaying external images”
One of the popular scams circulating online involves e-mails that appear to be from legitimate services, like UPS, FedEx, DocuSign, or LexisNexis. These spoofed e-mails will look incredibly similar to service e-mails you might normally receive, such as needing to confirm your e-mail address or being notified that your package was delivered. However, these e-mails are in fact, FAKE, and are part of a larger phishing scam.
The scammers will change the domain name EVER SO SLIGHTLY, so that, upon first glance, it appears to be legitimate. Con artists are relying on the fact that you are busy, and you need to go through e-mails quickly.
For example, in the e-mail below, you’ll see an e-mail that otherwise looks correct. However, you’ll notice that, in the “from” field, the e-mail is from firstname.lastname@example.org. Notice that “Lexis” is misspelled in the domain name, as it is missing the letter ‘i’ between the ‘x’ and the ‘s’.
Had the attorney’s suspicions not been triggered by the random question marks in the e-mail, he would have blindly clicked the link in the scam e-mail — which, as you probably would expect, does not go to a web destination for accessing his account.
It is important to recognize scams and protect yourself, your firm, and your clients from them. Scammers know that you are busy, and know what kinds of e-mails attorneys and law firms might be suspecting. As a general rule, if something seems a little suspicious, there’s a good chance you are right. By being aware of these link spoofs, attachment scams, and imitation e-mails, and by taking the precautions mentioned in this article, you can stay vigilant in protecting yourself and your firm from being the next victim.
TO LEARN MORE: Register for the upcoming LPMT webinar about this topic on May 21st, from noon – 1pm. Earn 1 hour of ethics credit by taking a deeper dive into these and other scams, and implementing a strategy for protecting your data.
About the author
Julie A. Fleming, JD, of Fleming Strategic LLC, discusses client services and how your staff contributes to client relations in her Weekly Newsletter, Fleming Strategic – Building the Practice Within the Firm (Volume 11, Issue 14: April 4, 2018):
What greeting do your clients receive when they contact your office? Do clients feel that they’re welcome? Or are they ever left with the impression that they’re interrupting something more important?
How your staff handles client contact (or how you handle it, if your practice doesn’t include staff members) will have a significant, though probably unspoken, impact on your client engagements. What’s more, whoever answers the telephone and greets visitors constitutes the first line of your marketing team, since satisfying current clients may lead to repeat business and referrals.
We so easily fall into the trap of thinking that lawyers provide client service and that receptionists, legal assistants, secretaries, and other staff members provide administrative support that really doesn’t constitute client service. While that may be true on one level, it’s wise to consider how much contact the average client has with your staff as opposed to with you. Unless you’re a sole practitioner without an assistant, chances are reasonably good that the first person your client speaks with is a staff member. The client will then engage with you with that first impression in mind.
It’s easy to identify and weed out those who deliver obviously unacceptable client contact. The example that comes to mind is one I overheard a few years ago while waiting for a colleague to get off a call so we could talk: “Well, [Mr. Smith], I know you think you’re [lawyer's] only client, but you aren’t!” Fortunately, someone who would make a comment like that is generally either re-trained or fired with haste.
But what about the subtle effects of less-offensive but thoughtless behavior? Have you ever stepped back to observe how non-attorney staff in your office interacts with your clients?
Here are a few areas to consider as you question what your staff contributes to client relations:
• Does the receptionist greet visitors with a smile and a friendly word? Especially in the last few years, many staff members have been asked to do more work with fewer resources, and stress has increased. It’s important not to allow that stress to reach the client.
• How are telephones answered? Answering by barking out a business name may be efficient, but it’s hardly welcoming.
• Are clients treated as valued guests and recognized as individuals rather than being lumped together as interchangeable units whose primary characteristic is willingness to pay your invoice?
• Are basic courtesies observed in communications? For example, if emailing an invoice, is a cover note included thanking the client for his or her business?
• Do you introduce clients to your staff members, or are staff members simply nameless, faceless people who interact with clients when you’re unavailable? A simple introduction can transform a staff member from being regarded as only a gatekeeper to being viewed as a valuable resource.
Notice what’s happening when your clients and potential clients interact with your staff. If it’s a negative contribution, how can you help to create a shift? And if it’s a positive contribution, do you acknowledge and reward it?
About the author
Source: Weekly Newsletter of Fleming Strategic LLC, Volume 11, Issue 14: April 4, 2018
Posted by One Legal on March 20, 2018
The face-to-face interaction of a team meeting is often useful for picking up nonverbal cues and team building, but is it always necessary?
While being crucial and extremely useful in some scenarios, meetings as a whole are notoriously time-wasting. Too much waiting around, not enough staying on task. Too much discussion, not enough decisions made.
But anymore, meetings aren’t the only option to get multiple perspectives and share updates on important topics. With the rise of technology that facilitates collaboration and information sharing, meetings now have competition.
Deciding if the meeting is really necessary
First, decide if a meeting is the best next step for the project or topic. All too often meetings are scheduled as a default solution before the need is considered. Since a meeting will take up the time of a whole group, Harvard Business Review recommends only scheduling meetings if these conditions are met:
• The situation/problem has already been identified.
• Group input is required before progress can be made.
• Real-time communication is required for decision making.
• In person communication is necessary.
If a meeting does get scheduled, make it as efficient as possible by having all materials prepared and sent out beforehand, along with a clear agenda of what needs to be covered and decided by the end of the meeting.
Alternatives to traditional meetings
If the answer to the earlier exploration is no, then consider some of these steps for alternatives to meetings that could still get what you need done.
Create a video presentation
If you need to show something visually, such as how to use a new software or how to navigate the changes to an internal system, a video presentation could be the best way to flexibly tour the information. This not only allows you to skip a meeting, it gives team members convenient reference material to refer to later.
FAQ sheets and videos
Another great option for creating accessible reference material is to write up FAQs in document or video form. These are straightforward and easy to produce, covering some of the most significant points—without ever entering a conference room.
This gives you the same benefits of real-time communication without having to be physically present. It also provides a running log for reference and allows team members to get up to speed when they aren’t available. Create a group chat with the key contributors and start the conversation there.
For focused project chat groups, set ground rules for keeping it simple. Users should be encouraged to only add relevant information.
Start an Email
This is ideal when you simply need to relay information without receiving immediate input. Start a group thread to get the input of multiple people on an idea or to circulate the beginnings of a project. Half the work of updating information and getting everyone on the same page, that usually takes up a meeting, could be accomplished in a short email.
Idea generation doesn’t always need to be done in-person. Many team members are likely to have their best thoughts come to them when they aren’t on the spot. Use programs like Trello to create a board accessible to all team members, or go the analog route with a whiteboard in the middle of an office.
Instead of gathering all your team members together, request individual status updates. Unless each team or team member needs to know everyone else’s status, this is far more efficient and enables decision makers to hear more detail from each person than would otherwise be offered up.
If you’re concerned about losing the benefits of team building from meetings, consider opening up times for more casual conversations. Have lunch catered once a week and encourage employees to eat together. Schedule regular times when employees are encouraged but not required to stop by and talk about happenings in the firm. This informal approach takes less time and planning and is likely to give you more honest insight.
Project management applications
Basecamp, Zoho, and Trello are just a few of the applications available for teams to store and organize files, assign tasks and manage projects. Create project or case teams, assign tasks to individuals, and see status updates as they happen.
Short, focused meetings
Meetings remain an important part of any business. For those times when a meeting is necessary, consider starting the day with a short, structured meeting in which each team or individual gives a brief statement about their biggest goal or concern for the day. This morning ritual can help focus energy and give teams the chance to offer insights without spending a whole afternoon in a meeting.
Video chat and teleconferencing allow you to have real-time communication while your team saves time by not having to meet in person. Virtual meetings are more flexible and often quicker than in-office gatherings.
With the increasing functionality of collaborative technology, your firm can get the advantages of a meeting while saving time and money.
Posted by Jennifer Anderson on March 15, 2018 in General, Organization & productivity
There may be no more deadline-intensive industry than the law. Courts, agencies, and clients are unforgiving when it comes to timeliness. Some days, it feels like it’s all one can do just to keep on top of the calendar. And this is no small issue – according to the American Bar Association, calendaring mistakes are the number one cause of legal malpractice claims.
With all this intense pressure to meet deadlines in mind, we put together some tips for ensuring that projects get done on time, every time. Get your whole office focused on meeting filing deadlines for an all-around smoother internal process.
#1 – Have one go-to system
One of the easiest ways to miss deadlines is to have them listed in different locations. We all know that one legal professional who has five or six different systems for keeping track of dates – the whiteboard, the sticky note, the smartphone, the computer, and usually a wall calendar just for good measure.
While duplication can provide good reminders, it should not be the fail-safe solution for keeping track of deadlines. First, when you’re tracking deadlines in five different places, chances are you might input the wrong date somewhere. Also, sticky notes fall off computer screens, white boards get erased, and smart phones run out of power at the most inconvenient times. In other words, there are too many ways for those systems to fail.
Instead, legal teams should use a unified calendaring system. All dates should be put in that one system and that system should be the go-to place for determining hard deadlines. Of course, you can still use all those other calendaring methods as reminders, but you should never rely on anything but the central system.
#2 – Have a go-to person
If staffing levels allow for it, every legal team should have one primary person who is responsible for calendaring. Typically, this person is a trusted, well-seasoned paralegal or legal assistant. It is someone who knows court rules, agency rules, local rules, and sometimes even the personal preferences of court clerks.
Some attorneys view calendaring as a menial task that is best assigned to a junior member of the team. This is a mistake. There are so many intricacies to consider when setting and meeting deadlines. Given how great the risks of a missed deadline can be, calendaring is one of the most important tasks within any legal group.
#3 – Schedule time to discuss deadlines
In addition to having go-to systems and people responsible for calendaring, it is important for legal teams to hold regular meetings to discuss nothing but deadlines. These meetings are productive for a number of reasons.
Primarily, they ensure that every member of the team is aware of the hard deadlines. Moreover, the group can set internal deadlines such as when the first draft of a legal brief will go from the junior associate to the partner for review. This is also a good time to determine which legal professionals are overloaded with projects and can be a great opportunity for redistributing tasks.
This sharing of deadline-related information can also be a reminder to all that:
#4 – Meeting deadlines is a global responsibility
One of the biggest mistakes a young legal professional can make is to assume that just because their part of a project is done before the deadline, the deadline will be met. This couldn’t be further from the truth.
Take a legal brief, for example. Just because the body of the brief is written does not mean it is ready to be filed. A partner may need to review and revise it. Somebody else may be responsible for checking the citations within the brief. Another person may have responsibility for ensuring it is formatted properly for the court. Each of those steps can take a significant amount of time.
To ward off last minute stressors, internal deadlines can be set to facilitate production of a final, file-worthy product. For instance, a first draft could be due to the senior partner one week before the filing deadline, with the final draft due to administrative staff 48 hours before filing. Regardless of the precise system, these internal deadlines can take a lot of stress out of the ultimate due-date.
Importantly, the key to all these tips is to build a dedicated legal team that communicates early and often about deadlines and the expectations surrounding deadlines. If you can do that, risks will diminish, stress will lessen, and success will surge.
About the Author
BY WILLIAM PFEIFER
Updated April 08, 2017
Time management for lawyers is one of the most difficult tasks in a busy law practice. Many attorneys are reluctant to consider developing a time management plan as if it is somehow beneath them. However, having an efficient law practice and a good work/life balance doesn't happen by accident. Smart attorneys implement some kind of time management program into their law practices so they can be better at their jobs while also spending more time doing what they enjoy.
1. Eat the frog.
Mark Twain famously said that "if you eat a frog first thing in the morning, the rest of your day will be wonderful." Twain also said, "If you have to eat a frog, don't look at it for too long."
In the book "Eat That Frog," Brian Tracy used Twain's words as inspiration for the main point of his book. Tracy says that you should take the worst, most unpleasant, ugliest task you have to do that you don't want to do, and do it first. Stop procrastinating, and just do the one thing you are dreading the most. Once it is out of the way, a burden is lifted from your shoulders and you can move more rapidly through the rest of the day's tasks. When the unpleasant task is no longer looming overhead, everything else suddenly becomes much easier.
2. Avoid the phone.
Those familiar with my tongue-in-cheek article on "Why Your Lawyer Won't Return Your Phone Calls" may question my motivations with this recommendation. However, nothing breaks a lawyer's concentration on a case more than to repeatedly break away from it to discuss other cases with clients.
Ask any lawyer when he or she is most productive, and the almost unanimous response will be they get the most done when working at night or on the weekend. What makes the difference? The lack of interruptions, which come primarily from a constantly ringing phone.
Lawyers need to have blocks of uninterrupted time to be their most productive and work at their best. Schedule certain hours of the day for returning phone calls, certain times for appointments, and devote the rest of the time to work. While there are certain calls that have to be taken when they come in, the majority of phone calls are matters that could be handled by a secretary or that could just as easily be handled during scheduled telephone hours during a less productive time of the day.
3. Make a prioritized to-do list at the end of each day.
Making a list of everything that has to be done is easy, but taking the time to figure out what should be done first takes a little more time. While lawyers are reluctant to waste time figuring out how to spend their time, taking fifteen minutes at the end of the day to prioritize what order the next day's work should be done in can be a huge time-saver.
Don't make the mistake of selecting the day's priorities in the morning, or you will never eat the frog. Decide the day before what should be done first thing in the morning, so that the risk of pushing the worst task to the bottom of the list is eliminated. Ask yourself, "If I only get one thing completed on my to-do list tomorrow, what do I want it to be?"
Try these three basic principles of time management, and your productivity will improve dramatically.
About the Author
William L. Pfeifer, Jr., is an attorney and a freelance writer who has written extensively on legal issues and the practice of law. To learn more about his law practice, visit WilliamPfeifer.com.
By Anthony Geraci
“I wanted to figure out why I was so busy, but I couldn't find the time to do it.” Todd Stocker
“Have you noticed that even the busiest people are never too busy to take time to tell you how busy they are?” – Bob Talbert
I’m busy. I noticed myself saying this a couple of days ago while I was driving to a meeting. Why was I so busy? Mostly because I had taken on a lot of things. Things I probably shouldn’t have because they weren’t important enough to tie to my goals, but I took them on anyway. In fact, writing this email today I’m still too busy to forecast my schedule and determine why I’m so busy so that I can eliminate some busyness.
And I need to stop that. I am going to do that today. I need to focus on what needs to get done (i.e., moving my needle on my goals) instead of random tasks that don’t add value but take up time. If you’re like me, take some time today and figure out what you need to stop doing so you can focus on your goals. Because if you’re also like me, then you need to remove the excuse “I’m busy,” because we’re all busy, but we’re all busy doing the wrong things.
What should you focus on stopping? Consider this list:
1. Tasks, Time Wasters and Energy Drainers. Take a look at your calendar and the specific tasks you regularly do. The ones that exhaust you or feel like a chore should go. This may mean you need to look into the barber shop that comes to you instead of you to them, a grocery delivery service like Amazon Prime Now, removing Facebook from your phone, or, in my case, outsourcing pretty much every task known to man so I can focus on strategy and growth of the company. Be honest with yourself – where does your time go? Where could it be better spent so you can use your limited time and energy to a higher value proposition than what you’re doing now?
2. Commitment – Something I need to re-evaluate is my commitments. They are above tasks in the sense they are recurring investments of my time. Whether you volunteer on a committee, a class, or a regular get-together, some of these you may be done with. Moving on from them can help give you more energy, which will allow you to allocate that energy toward something new.
3. People. You are the average of the five people you regularly hang out with. Jim Rohn said that, and I believe it. Reconsider your circle. Are they energy drainers? Do they inspire, motivate or improve your life? If not, you should consider pulling away from them. I don’t necessarily mean eliminate them from your life, but you can stop engaging with them.
Take some time to think about where you want to be next year, and back into that – and focus on the right things.
**Reprinted with permission of Anthony Geraci, Geraci LLP
About the Author
Anthony Geraci, Managing Shareholder at GERACI LLP
Production of The Bottom Line has been delayed due to technical difficulties being caused by the transition of the Sections from The State Bar to the California Lawyers Association. The next issue will be out shortly and will contain the following articles previously announced, and more:
• Breach Notification Basics for Lawyers, by Jason Peterson (MCLE self-study credit available)
• Taking the Lead: Fundamentals of Leadership, by Donna Low, Esq.
• Why Do We Scurry? A Short Discourse on Being a Hamster in a Wheel, by Amy Williams, Esq.
• Document Creation and Annotation, by Cari M. Pines and Kevin James Mooney
• Eight Proven Steps to Double Your Referrals, by Stephen Fairley
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.
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 (email@example.com).
Date: Wednesday, May 16th from 3:30 pm – 7pm
Location: Palo Alto Art Center (1313 Newell Road, Palo Alto, CA 94303)
Cost: $50 (LPMT members receive discounted rate of $30 by using code LPMT2018)
On May 16th, the Legal Marketing Association will be hosting the 6thAnnual Silicon Valley In-House Counsel Summit. Moderated by Michael Sacksteder, the Chair of the Patent Litigation Group at Fenwick & West, the panel includes leading general counsel from Silicon Valley tech companies. Anirma Gupta is the general counsel at Tanium, and was previously the VP and deputy GC at Intuit. Mark Kahn is the head of legal at Segment, having previously work at WhatsApp, Yahoo!, and Evernote. Douglas Luftman is the VP & General Counsel at Nomis Solutions, with previous stints at NetApp, Lecorpio, and CBS. Attendees will learn about the relationship between clients and their outside counsel, and will gain insights on how to build relationships, add value, and provide strategic client service. A networking mixer will follow the panel presentation, where attendees can network with the speakers as well as other lawyers, in-house counsel, legal service providers, and law firm business development and marketing professionals.
LPMT members can receive a $20 discount off the $50 ticket price by using code LPMT2018
To learn more details and to register, click here: https://www.legalmarketing.org/p/cm/ld/fid=3109
This program offers 1 hour participatory MCLE credit. You must register in advance to participate.
Monday, May 21, 2018, 12 noon - 1 p.m.
Technology is rapidly changing the way that law firms operate. New clients are increasingly using the internet to find an attorney, and law firms are incorporating several technologies to enhance their offerings to clients. However, with new technology comes new cyber-security threats. Recent events – from data breaches affecting millions of unsuspecting users to the suspected hacking of the 2016 election – have only underscored the importance of being vigilant of your online data and activity.
Several online and e-mail scams have emerged that specifically target law firms. These scams and spoofs make attorneys and law firms vulnerable to data breaches, hacks, and malware attacks. Certain attacks could even compromise sensitive client data, and exposure the firm to significant liability.
In this presentation, you will learn about several different online scams that target law firms. Drawing from actual examples, attendees will see how these scams come through different channels, such as e-mail and online webforms. Attendees will learn about how these scams work, and what steps attorneys and law firm staff should take to evaluate if a correspondence is a scam. Additionally, attendees will come away with specific, tangible action items for protecting themselves, their staff, and their clients from these attacks.
Speaker: Clayton Dodds
California Lawyers Association Annual Meeting
Friday-Saturday, September 14-15, 2018
Sheraton San Diego Harbor Island
The Sections Convention Reconfigured as the Annual Meeting of the California Lawyers Association
In this, Year 1 of the California Lawyers Association, we're inaugurating our Annual Meeting. The event follows in the footprints of the Sections Convention of 2017, and more than 30 years participating in the Annual Meeting of The State Bar of California.
In fact, this event will feature many of the events you associated in the past with the Bar's Annual Meeting.
Watch for more information as it becomes available! You won't want to miss this networking and learning opportunity planned especially for California attorneys and legal professionals. http://calawyers.org/CLE-Events/Annual-Meeting
The Education Committee is continuing to develop several webinar series for presentation.A webinar is scheduled for May 21, to discuss e-mail and other scams, and implementing a strategy for protecting your data.Another webinar is being planned for July which will discuss stress, self-care, and managing the pressures of practicing law.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.
Click Here for CLE
Please provide your thoughts and suggestions for future webinars and educational programs to Jeff Bennion at email@example.com or LPMT@cla.legal. Let Jeff hear from you with suggested topics or a proposal to present a webinar or program
For questions regarding Section requirements or how to become more involved in Section activities, please contact the Section's staff administrator or chair.
Chair: Jeff Bennion, San Diego
Staff contact: Melanie Miranda 415-795-7109
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@cla.legal).
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!
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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 – March/April 2018
Special thanks to those who have contributed content to the March/April 2018 issue of the eNews:Clayton Dodds, Amy Williams, Jeff Bennion and Patty Miller.