Free MCLE Program of the Month
Earth(quake), Wind, Fire & Flood: Disaster Planning for the Law Practitioner
Speaker: Perry Segal
Click here for more information!
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.
Our focus the coming year is to provide high quality online, in-person and live educational MCLE’s. We will be collaborating with local bar associations to co-sponsor in-person events and provide live-stream viewing to allow global attendance. Following the success of our Annual Meeting, we look forward to the 2nd Annual Tech Conference in San Diego in January 2019. This event will be co-sponsored with the San Diego Bar Association with speakers from Adobe and Microsoft, in addition to offering hands-on demonstration booths.
This year we will be expanding our network of members by collaborating with law schools statewide. We have seen more lawyers starting their firms right out of law school; therefore, we can provide invaluable resources on how to run and manage their firm.
Don’t forget to check out our member benefits page for member discounts. Thank you to our sponsors in providing invaluable tools for our members.
We look forward to a great year!
Christi McGowan, Chair, LPMT
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…
So, how do we disable this feature?
Login to your e-mail account at mail.office365.com, then:
(steps can be followed in the screen shot below starting upper right)
That’s all there is to it!
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.
Consider carefully the design, its presentation, color palette, use of internal links, and, of course, its content to be sure that it reflects your practice at its best. Avoid fancy graphics and complex navigation.
If you do not have a website, you should put one up immediately. Clearly, in today's world, you need to have a website. The design cost may be as little as a few hundred dollars or as much as $10,000, depending on the nature of your practice and the level of sophistication of your prospective clients; the greater their sophistication, the greater must be the sophistication of your site. And, depending on your prospective clientele, you may add the more sophisticated, and more expensive, intranet capabilities as well so that clients can securely access certain information about their matters on the site.
Note also that if your practice is not large enough to have an in-house person who can do the job, there are monthly or yearly site-maintenance services, which should include periodic, but simple, changes to the site.
A word of caution about the content on a law firm's website: Remember your professional responsibilities. The rules governing professional conduct and advertising vary greatly from state to state. Websites that openly provide advice and/or solicit clients may be subject to disciplinary regulation, and many states are extending jurisdiction to lawyers who have no presence in their state other than on the Internet.
For more for information or ideas contact Scott Herman at WebEditor Design Services, Inc.
[Source: LawBiz® TIPS – Week of September 25, 2018; www.lawbiz.com]
Learn more about the author, Ed Poll, Past Chair of the Law Practice Management and Technology Section Executive Committee here.
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.
In a law firm, supervisory employees will likely include any attorney who supervises legal staff or law clerks, as well and any staff member who supervises other staff.
The training and education required by the new law must include information and practical guidance regarding the federal and state statutory provisions concerning the prohibition against and the prevention and correction of sexual harassment and the remedies available to victims of sexual harassment in employment. The training and education must also include practical examples aimed at instructing supervisors in the prevention of harassment, discrimination, and retaliation, and shall be presented by trainers or educators with knowledge and expertise in the prevention of harassment, discrimination, and retaliation.
The Department of Fair Employment and Housing is tasked with making informational posters and fact sheets, as well as online training courses, available to employers and to members of the public in specified alternate languages on the department’s website.
About the Author
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 Executive Committee of the Law Practice Management and Technology Section of the California Lawyers Association and he co-created and teaches a 3-unit law school class on Law Practice Management and Technology. Neil can be reached at email@example.com.
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.
Many see negotiation as a form of combat, a competitive, often hostile interaction in which each side tries to beat the other or wear them down into submission. In TV movies, ruthless characters shake their fists and threaten their rivals. On the evening news, labor leaders and management representatives deliver ultimatums. Foreign diplomats sit silently, unmoving behind long tables. No wonder so many women avoid negotiating.
Everything about that type of win-lose bargaining seems unpleasant, and women are smart enough to know not to behave in this way with someone with whom we have an ongoing relationship. Fortunate for us, principled – rather than positional -- negotiation rarely takes place under such circumstances. It’s least effective when conducted as a battle or a contest, and in most cases zero-sum games can be avoided. Negotiation is not exclusive to lawyers, labor leaders and diplomats, and it’s not an advanced skill used only for business in the boardroom. The ability to engage in principled negotiation is not a gift we are born with or a rare talent. Put simply, negotiation is a tool that works to change the status quo when more than one decision maker is involved. Changing the status quo can mean relating to your current client that you now bill at $900/hour instead of $800/hour. Negotiating can even mean asking your managing partner for a transfer to a different office so you can follow your partner to his or her new job.
The minor negotiations involve the same steps as the major ones, and in all cases employing hardball, win-lose tactics are usually the worst way to get the results. The most successful negotiations result in both parties feeling good about the exchange. These negotiations are the ones where both parties reach agreements that benefit both sides without strong-arm tactics at play or raising their voices. Instead, both parties, start with finding common ground, ask a lot of questions, listen carefully, share information, and try to understand both points of view. They enjoy the challenge of finding ways to satisfy each other’s interests and try to weave a solution that leaves no one feeling angry or disappointed.
Taking this approach to negotiating is probably something you already do every day. You talk to your managing partner about promoting an associate to partner because she is great at asking powerful questions that reveal meaningful information then framing the narrative around it -- and the clients love that. You discuss with a client how to add value to the relationship through in-house training, sitting in on shareholder calls, offering CLEs, using technology that streamlines the legal operations processes, saving time (which translates to saving the client money in a billable hour world). Another example of negotiations you regularly do might be that you ask a colleague to help out on a challenging case. You even work out a plan with your siblings to celebrate your father’s eightieth birthday.
Asking questions, revealing new information, validating what you may already know, and working things out are all steps in negotiating, and they’re all skills that many women already possess. Every negotiation also takes place within a relationship, a relationship in which each party has something of value to offer. Negotiating well involves understanding the nature of the relationship between you and the other party and accurately estimating the value on each side—what you both “bring to the table.” It usually takes some research to obtain this information (research such as a client needs assessment or client interview, if you will) but if you learn a few basic principles, plan carefully, and practice, you can become an effective negotiator pretty quickly.
Preparing for Opening Night
There are many tools on the market, likely in your firm already, that can assist in every client negotiation, attracting new business and expanding current client relationships. You must engage in researching the client beforehand. It is quite a mistake to simply go armed with a PowerPoint all about your pedigree and your firm’s rankings. Instead, ask open-ended questions using - How, What, Why? Listen more than talk. According to the ACC Value Challenge, you should listen 85% of the time and spend 15% of the time asking questions or follow-up questions and re-phrasing the client’s responses.
Learning Your Lines
Here are some examples:
The foundation for a meaningful client negotiation is built through your preparation in advance of the client meeting. Outside of a company’s website and their annual reports, using tools, such as the following, will ease any anxiety you may otherwise have:
Setting the Stage
Once you know what you want, negotiate to get it. You need to do some preliminary research: How much are you worth and why? How much bargaining power do you really have? And how do things stand on the client’s side of the table? Numerous external factors may influence the course of your negotiation, such as your employer’s financial stability or strategic plans, or your firm’s system for evaluating your work. The more you can learn about the context within which you’ll be making your ask and the personalities of the players, the better off you’ll be, improving your negotiating position and arguing persuasively for your point of view. The first step is to identify any relevant relationship factors that may influence the outcome -- assessing the environment.
You wouldn’t want to negotiate the same way with your partner as you would with a client. To gauge your situation accurately, ask yourself: The number of parties is the number of “sides” in the negotiation. The situation becomes more complex if others join the negotiation. The complexity comes not simply from the fact that each of you may bring different goals to the negotiation but also from the fact that certain parties may form coalitions or alliances in order to increase leverage at the negotiating table. The same is true in more small-scale negotiations. If you are negotiating your rates with the client and the client says their goal is to lower legal expenses, in no way must this mean discounting your rate.
What’s the Nature of Your Relationship? Think of the relationship dimension of negotiations as a continuum. Most client negotiations take place with someone whom you can expect to see again, someone with whom you have a continuing relationship. The nature of your trusted advisor relationship with that existing client will have a huge impact because it will determine the amount of information you have about the other side, the level of trust you share, and the potential for a continued partnership with the client. In addition, the outcome of that negotiation will influence your future interactions. It may enhance or damage your reputation, and can potentially set a precedent for later engagements with this client.
Take a Bow
The organizational culture that pervades today’s law firms promotes practitioner behavior. The transition from a practice of law to a business of law remains critical for the life of law firms today. Negotiating long-term trusted advisor relationships rather than pushing your legal services matter-to-matter and relying on random acts of marketing, will pay off in the long run – for you and your client. Engaging in deep and meaningful research and fair and principled negotiations rather than simply the traditional marketing mix, will ensure the client can relate to you, know, like and trust you – and agree that negotiating with you in as much in their best interests as it is in yours. Without a client-centric negotiations, relying on effective communication practices, firms will lose clients, firms will lose natural rainmakers, and firms will ultimately lose market share.
A Star is Born
Evolutionary change will and should continue, and lawyers practicing principled negotiations will have a far greater impact ensuring long-term client relationships and more business for the firm by becoming the trusted advisors. It is with the help of these negotiation practices and
research tools that firms will be able to make the transition from a practice of law to a business of law. Business of law management practices will result in greater results, attracting new business and expanding client relationships.
About the Author
Susan Freeman is the Senior Vice President of Marketing & Business Development for Jaffe Public Relations. Susan brings more than 20 years of marketing, business development and relationship sales experience to Jaffe. At Jaffe, Susan helps professional services firms communicate effectively to develop relationships that result in new business. She teaches a combination of hard skills and soft skills; the IQ and EQ needed to be successful. Her training programs, which include seminars, webinars, and one-on-one coaching, enable professionals to use client-centric insights to assess needs and identify solutions that meet strategic business goals. Susan’s programs apply insights from Myers-Briggs, used to determine preferred communication styles, overlaid with an understanding of innate gender-specific strengths and opportunities related to communication. Programs include Gender Bias & Gender-based Communication, Pitching v. Proposing & Procurement’s Role, Building Reputation v. Building Relationships, and Client Service as a Business Development Strategy. Her background also includes marketing, business development and client service management positions in law firms and with legal services providers. Susan earned her Master’s degree in Communications from Hawaii Pacific University and a Bachelor of Arts in Political Science and Journalism from Louisiana State University.”
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.
#1: Your bills make no sense
It’s true, you’re charging your clients a lot of money. They’re entitled to understand what you’re doing with that money. Without even getting into the ethical obligations in billing, clients simply want more information.
Imagine a bill for $5,000 (from an attorney who charges $500/hour) with the following time entry: “Reviewed discovery responses, 10 hours.” In many cases, that is an honest and reasonable amount of time to spend reviewing discovery. From the client’s perspective, however, there is no way to gauge the veracity of this entry.
Imagine instead that the time entry read: “Reviewed discovery as follows: (1) Responses to 150 written interrogatories (2.5 hours); (2) Objections to 200 document requests (3.0 hours); (3) 600 documents produced by opposing party (4.5 hours).” Suddenly, the client is feeling much less anxious about what is costing them so much money, and more aware of just how much time and effort is being spent on their behalf.
We all know task billing isn’t fun or easy. But if it helps keep clients happy and grow your business, isn’t it worth it?
#2: You wait until the last minute to do everything
As legal professionals, we eat, sleep, and breathe deadlines. Our calendars are filled with them. Most of us know we’re going to meet those deadlines without fail. Our clients, however, don’t live in our high-pressure world. They know that a significant case deadline is coming up, and they’re wringing their hands wondering if you’re going to meet it. This can be maddening.
There are two simple ways to overcome this client complaint. First, set internal firm deadlines that call for completion of projects a week or so before the actual deadline. When the client sees a completed draft so early in the process, she’ll spend a lot less time worrying. Alternatively, simply take 30 seconds every couple of days to give the client a quick update on your progress. An email or text is fine for these purposes. At least the client knows you’re not asleep at the wheel and can relax awaiting the actual deadline date.
#3: You’re rude
This is one client complaint that is often levied against all professionals in a law firm, from named partners to research clerks. The fact is, legal professionals are terribly busy. It can be highly annoying to receive numerous phone calls and emails from anxious clients questioning your every move. That’s no excuse to be rude, or even curt or brusque, which can easily come off the same way.
The only remedy here, of course, is to slow down and check your attitude when communicating with clients. Again, they pay our salaries and are largely responsible for bringing new clients. In light of that, a little positive communication can go a long way.
#4: The client hired a named partner with a particular specialty but is now working with a bunch of novices
This happens all the time. A client has a unique legal problem and seeks out a well-renowned expert in this highly-specialized field. Once she pays the retainer fee, however, she seems to only communicate with junior associates and paralegals on the matter. She’s not convinced they have the expertise she was looking for.
As legal professionals, we know it is commonplace for a busy partner to oversee many underlings across many matters. Remember that your client doesn’t live in your world. To her, this arrangement can seem like a bait and switch. The best way to overcome this complaint is to communicate early and often with the client about exactly who will be on her team. Explain that the team approach is common and that the partner will maintain ultimate control over what happens in her matter. Again, a little communication goes a long way.
Did you notice that the common remedy to each of the above complaints is good, positive, communication? It might not be a bad idea to make that goal an officewide mandate.
About the Author
Jennifer Anderson practiced business litigation in California from 1999 to 2016. When she’s not writing from her floating cabin on the Columbia River, she can be found hiking or kayaking around the Pacific Northwest.
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.
The State Bar has undertaken a series of reforms in the past several years that are designed to increase effectiveness, transparency, accountability, and good governance.
Meanwhile, the annual attorney licensing fee has remained flat for nearly two decades, with no increase since 2000. Without a licensing fee increase, the State Bar’s ability to continue on the path of reform will be jeopardized.
A number of changes sought by the State Bar are included in the bill, including:
The bill also directs the State Bar to implement a plan to increase diversity in the legal profession, and provide biannual reports to the Legislature on this topic.
"This fee bill continues the reform momentum to ensure the State Bar is a transparent, accountable, and effective public agency," said Leah Wilson, Executive Director of the State Bar of California. "The bill also supports new efforts to expand the State Bar’s work to increase diversity and inclusion in the legal profession. Californians needing legal services are better served when the legal profession reflects the diversity of our state.”
The bill maintains the basic annual licensing fee at $315 for attorneys with an active status. Combined with additional fees, including fees to support access to justice initiatives, the total 2019 fee will be $430 for attorneys with an active status and $155 for attorneys with an inactive status. Fee statements will be distributed to attorneys on December 1, 2018 and due on February 1, 2019.
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.
Two initial training sessions have been scheduled for late October and early November. Additional information is available online. The Oct. 26 and Nov. 2 trainings offer three hours of MCLE credit in Legal Ethics. The trainings are available in-person and online via live webcast.
Friday, October 26, 2018
9:30 am – 12:45 pm
The State Bar of California
845 S. Figueroa Street, Los Angeles
Friday, November 2, 2018
9:30 am – 12:45 pm
The State Bar of California
180 Howard Street, San Francisco
In November the State Bar will also launch an online training via the State Bar website that provides an overview of the new Rules of Professional Conduct. This e-learning program will be available to attorneys licensed in California.
These training programs are part of the State Bar's efforts to ensure that the more than 250,000 active and inactive licensed attorneys in California are informed about the new rules governing the legal profession.
Additionally, the State Bar's ethics hotline (800-238-4427) is available to help attorneys navigate the new rules. The hotline is a free and confidential resource for attorneys seeking guidance on their professional responsibilities.
Highlights of the new rules include:
The new Rules of Professional Conduct are available on the State Bar website.
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 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.
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 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).
Each month the California Lawyers Association offers an hour of free MCLE! This month’s offer is Perry Segal’s program, Earth(quake), Wind, Fire & Flood: Disaster Planning for the Law Practitioner. The program was first presented at the Solo Summit in June 2015, but continues to offer timely information.
Program Description: Four things are certain in life: death, taxes and disasters. The fourth? The disaster won't manifest itself in the way you expect nor when you expect it. This program broadens your perception of what a disaster is and - should one occur - guides you through preparing and planning for continuity in your law practice. [1 hour MCLE]
Speaker: Perry Segal, Sole Proprietor
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.
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 here. 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 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):
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.
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 - September/October
Special thanks to those who have contributed content to the September/October 2018 issue of the eNews: Clayton Dodds, Neil Pedersen, Perry Segal, Christi McGowan and Patty Miller.