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Law Practice Management & Technology

Member Benefits

Please support the vendors who support LPMT!  Learn more about each vendor by reading their summary below.  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):

AB Unlimited

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 info@ab-unlimited.com
Tel: (310) 424-5310

Aptus Court Reporting

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

To support the work of the CLA, CEB offers section members 10% off our books and OnLAW titles (with some exceptions) and any of our OnLAW Libraries.

You can take advantage of this special offer by calling Customer Service at 1-800-232-3444.

CEB publications are renowned for their authoritative, California-specific guidance and insights. We’re sure to have something that will help you in your practice!

The 10% discount offer does not include updates, annual publications, or outstanding invoices, and cannot be applied to monthly payment plans. OnLAW offers are good one time only, and discounts may not be combined.

ClientSide

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 yourworkflowto ensure that your documents are properly prepared from the start. Useforms to send your documents out with just a few clicks. Send out custom automatedreminders in accordance to your schedule. With ClientSide’s trackingtool, 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 Assistant

eDiscovery Assistant is the first comprehensive ediscovery resource for attorneys and legal professionals. eDA gives you the ability to get up to speed on demand for a matter. Designed by practicing ediscovery attorneys, eDA curates ediscovery case law, rules, checklists, forms and a glossary of terms that delivers on-demand, practical knowledge to give litigators the ability to get up to speed quickly and credibly. Case law decisions are pulled from over 40 different sources, tagged by ediscovery issue, searchable by judge and organized to the district court level. We are pleased to offer LPMT members a 15% discount on an annual subscription with additional discounts available for multiple users within an organization. To sign up or discuss putting your organization on eDA, email us at LPMTbenefits@ediscoveryassistant.com. Find out more information at our website ediscoveryassistant.com.

Flatwater

A boutique litigation consultancy, Flatwater specializes in enterprise-level digital investigations, information security, and litigation involving complex digital evidence. Founded upon the decades of criminal and civil trial experience of our principals, we combine trial lawyers and paralegals who understand the legal and factual issues of your case with technologically-savvy analysts skilled at finding digital evidence that may otherwise go unexploited. Operating under a privileged relationship, we work in rapid consultation with businesses and law firms to develop, investigate, and vet evidentiary and substantive theories supported by the digital evidence. Flatwater renders the turbulent sea of digital evidence navigable. Flatwater is pleased to offer LPMT members 25% off the first 10 hours of services, this is $1,000 in savings.  You can learn more about Flatwater at flatwaterforensics.com or email us at jroman@flatwaterforensics.com.

Inventus

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 abayer@inventus.com with the code word LUMINOSITY.

JumpStart Genius®

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

  • whether starting a solo/small firm practice is right for you
  • choosing practice area(s)
  • office space
  • potential client intake
  • engaging the client
  • office processes and procedures for integrity and efficiency
  • branding your law firm 
  • Ethics issues are identified and included within each module, as applicable. 
  • There is also a robust section on personal life that includes modules on personal finances, relationships, nutrition, fitness, addiction, and mental health.

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.)

LawBiz

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: LPMT4FREE.  In addition, Mr. Poll is offering a 10% discount on all of his other publications.

LegalBoard™

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.

Legal Connect Consultants

Connecting Your Firm to Success
www.legalconnectco.com

“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:

  • Marketing / Business Development
    • Increase your visibility on the web though social media, blogs and newsletters.
  • Vendor Management
    • Work with your current and/or future vendors to lower your cost and increase your productivity.  This includes:
      • Litigation Support
      • ESI
      • Legal Software
      • Legal research
      • And more
  • Client Relations
    • 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:

  • keep up on your marketing, including social media? Are you using social media the right way?
  • look over each vendor bill to make sure you were billed correctly?
  • research any new product that could help your practice and/or your case?
  • meet with vendors and go over proposals and trials?
  • have the knowledge to handle client relations?
  • know what vendor would be a good fit for your firm and/or case?
  • Have the knowledge to handle client relations (customer service)
  • Do you want to save money, time and increase revenue?

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
solutions@legalconnectco.com
www.legalconnectco.com

Lexicata

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 sales@lexicata.com 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

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

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

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:

  • A custom-branded extranet to share and collaborate with clients, co-council, experts and others.
  • Integrations with Microsoft Outlook, so you can send large or confidential files right from your email.
  • Mobile apps and sync tools that keep your files up to date and accessible on any device, at any time, from any location.
  • Nearly unlimited storage space.
  • 24 Hour Support Line – no additional charge, all based in the United States.
  • Dedicated Account Manager.
  • Heavy in litigation matters – for producing documents, or if a client has a huge amount of documents to send to their attorney (there is no cost to the client for him/her to have access to ShareFile);
  • For Real Estate matters, they will be compliant with the new CFAB Regulations that go into effect in August 2015;
  • For Personal Injury or Workers Compensation matters, ShareFile helps to maintain HIPAA Compliance;
  • Integrates well with World Docs;
  • Integration for trial lawyers with Trial Pad;
  • Integration is pending for CLIO (practice management software); and
  • Share File’s Sync Tool allows integration of file on your computer for ease of sharing.

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

Sift Discovery

Sift Discovery is pleased to offer a 20% discount to LPMT members on their initial processing and first month hosting services. Powered by Ipro, Sift provides a web-based tool with all the customization, TAR, and analytics you’ve come to expect. Though our ADD platform, users can upload files directly into your database and begin reviewing documents before processing is finished.  We are a full-services e-discovery practice group with experienced trial lawyers and paralegals available on demand. You can learn more about Sift Discovery at siftdiscovery.com or email us at cmcgowan@siftdiscovery.com.

TechnoLawyer

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 customerservice@peerviews.com.

Thomas Reuters

Thomson Reuters supports CLA’s LPMT Section and is pleased to offer member discounts to litigators through our Legal Managed Services division. 

Discounts include a 15% reduction in hosting fees for eDiscovery Point which is Thomson Reuter’s award winning proprietary hosted discovery document review and production platform.  Separate discounts are available for our Pangea3 legal process outsourcing services which includes managed document review service offerings with both domestic and off shore document review options.  You can learn more about eDiscovery Point at https://legal.thomsonreuters.com/en/products/ediscovery-point and Pangea3 at https://store.legal.thomsonreuters.com/law-products/solutions/legal-outsourcing-services/Pangea3  To discuss placing an order, call Alex Lubarsky, Esq. at 650-810-6357 or alex.lubarsky@thomsonreuters.com

ZyLAB

In support of the California Lawyers Association’s LPMT Section, ZyLAB is pleased to offer a 20% member discount off of list pricing for its Gartner #1 rated end-to-end eDiscovery Software-as-a-Service platform, ZyLAB One. ZyLAB One is a self-service, browser-agnostic, secure web-based solution that allows legal professionals to upload their data through an easy-to-use interface and begin reviewing within minutes. Processing, Automatic Classification, Auto-Redaction, Analytics, Technology Assisted Review and Production are all included in the transparent, all-in, per gigabyte pricing model. You can learn more about ZyLAB One at zylab.com or email scott.hunter@zylab.com.

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