Quickie Tips and Tricks for the iPhone and iPad

And for the iDevice users – here are tips and tricks cultivated from the 2014 ABA TECHSHOW:

  • Why #iPad is better than laptop at trial? Makes you Johnny-on-the- spot for info to share w/ Judge and Jury. @jeffrichardson – via @MrsMacLawyer
  • Writing w/ #iPad: Hidden section symbol: Hit, # key, then hold down & key for section key to show up. @jeffrichardson – via @MrsMacLawyer
  • If you don’t have a Password Lock on your iPad, shame on you. @jeffrichardson #GoodAdvice – via @MrsMacLawyer
  • Recommended styluses for lawyers using iDevices: Wacom Bamboo Stylus Duo and Adonit Script @rocketmatter
  • Use Stable Pro (by Thought Out) to cradle iPad as a second monitor. @rocketmatter
  • Here’s our post Review of STM’s new Studio Case for iPad Mini @TheMacLawyer – via @MrsMacLawyer
  • Want to read our post on the Logitech Ultrathin Keyboard Cover for iPad mini? Click here. @themaclawyer – via @MrsMacLawyer
  • Text Expander Touch for Mac/iPad/iPhone per Vic Medina #ABATechshow. Great shortcutting tool for your fingers. @david_bilinsky

[All Rights Reserved - Beverly Michaelis -2014]

Once You Go Mac, You Never Go Back

Macs in the law office continue to gain traction. Why you ask? Find out from the experts at the 2014 ABA TECHSHOW:

The Mac Philosophy

“Time is Money for Attorneys – You need (the) best computer that works the way you want, when you want it. That’s a #MAC” @rajuip – via @MrsMacLawyer

@rajuip: “If there is a mantra for macs – it just works” – The Business Case for Going All Mac. @jwlounsberry

IT #Secret: If you’re in a big firm, your IT guy won’t like #Mac conversion – makes their job obsolete. @rajuip @themaclawyer – via @MrsMacLawyer

RT @larryport: CIO Study cited that in one company, employees with identical titles but using Macs vs PC found Mac ppl generated 26k more $… – via @MrsMacLawyer

Built-In Backups

All #Macs come with #TimeMachine. The ability to backup can’t be done this cheap on PC. It just works. @themaclawyer & @rajuip – via @MrsMacLawyer

Files are Hard to Lose

Spotlight on a #Mac: Once something in on your Mac, it’s really hard to lose it.” @themaclawyer – via @MrsMacLawyer

Printing to PDF is Easy Peasy

Print to #PDF is built into the #Mac – Command+P+P = print to PDF automatically. @rajuip – via @MrsMacLawyer

(Use) TextSoap to clean up copied text from PDF, Web etc for #Mac per Mark Metzger @david_bilinsky

The iWork Office Suite is Free and Preloaded

#Macs now come fully loaded w/ the iWork suite of software – No add’l $ outlay for software to support the machine. #MacTrack – via @MrsMacLawyer

Go Mini

Wanna make case to switch Get a Mac Mini. It will work w/ existing PC monitor, etc It’s a #Mac & it WORKS @rajuip @themaclawyer – via @MrsMacLawyer

[All Rights Reserved - Beverly Michaelis - 2014]




This is no April Fool’s Joke - as promised yesterday, here are more tweets curated with the help of Tweet Archivist from the 2014 ABA TECHSHOW.  Today’s focus – cool apps!

For the Android

  • New 100 Best Android Apps List: Just in time for #ABATECHSHOW! (Compujurist) @MyCaseInc
  • Two options for #googleapps – one with Google Vault for compliance purposes and archive storage for only $10/month. @pegeenturner @DroidLawyer
  • @DroidLawyer shows two-factor authentication on Google Apps. Use it on every program you can. @pegeenturner
  • Live document collaboration on both Office 365 and Google Apps says @droidlawyer and @TabletLawyer. @pegeenturner
  • Good tip from Jeff Taylor at Android customization session: Google cloud print (download app if you have older device). @lisasolomon


Windows 8

  • #OfficeLens is a new #WindowsPhone app that captures information on documents & whiteboards, converts to OCR, saves to #OneNote. @lucasboling
  • @Flipboard app is available on #Windows8. Coming to #WindowsPhone. @lucasboling
  • @bschorr – #OneNote #Windows8 app has an innovative radial tool control instead of a ribbon. @lucasboling
  • @Adobe #Photoshop Express app is free for #windows8. @lucasboling
  •  #LawToolBox debuts new court deadline #legalapp for #windows8 & showcases #office365 app at #Abatechshow. @LawToolBox

App Grab Bag

[All Rights Reserved - Beverly Michaelis - 2014]


The Best of – 60 Tips in 60 Minutes / 60 Sites in 60 Minutes

60 Tips/60 Sites is by far the most popular presentation at the 2014 ABATECHSHOW (SRO this year).  From our base in Oregon where Sheila Blackford and I held down the fort, I used Tweet Archivist to capture and curate the best of the best. (Plus a few other random tweets.)

  • RT @catherinereach: Better Pacer with @Inforuptcy and @PacerProCEO – @NextChapterBK
  • Need to reduce the file size? Try (Compress PDF – free online PDF compression service) – @catherinereach
  • Google Backup Options #ABATechShow @nerinopetro@bburney – via @DonPhilbin
  • If you press 4 during an incoming Google Voice call you can send it to VM and listen to it in real time! Via @j0eybagodonuts
  • Librarians developed engine to search the Deep (Dark) Web INFOMINE – via @DonPhilbin
  • @nerinopetro discussing video conferencing with Zoom.US May be a good alternative to GoToMeeting – @larryport
  • Boomerang for gmail allows you to write emails now and schedule to send them later. Nice! 60 Tips by @markrosch at #ABATECHSHOW – @rajuip
  • @nerinopetro likes the (VoiP/hosted) phone service vitality. #ABATECHSHOW pay as you go. Via @JLE_JD
  • Have your passwords been exposed? Check have I been pwned? – via @catherinereach
  • @nerinopetro says use disconnect.me to show who is tracking you – via @JLE_JD
  • Diane Ebersole says use Quick Parts. [The Quick Part Gallery in Word is a gallery where you can create, store, and find reusable pieces of content, including AutoText, document properties such as title and author, and fields.] #ABATECHSHOW > She’s absolutely right – via @JLE_JD RT @bschorr
  • I had no idea those Mophie external battery packs were that worthwhile – via @j0eybagodonuts
  • @bburney suggests #duckduckgo which doesn’t track you [anonymous way to search the Web] – via @JLE_JD
  • @bburney also likes about.me [About.me makes it easy for people to learn about you and find your content. Create a free page in minutes with no coding required] – via @JLE_JD
  • Diane Ebersole likes text expanders [much of the text we type is repetitive; with text expanders the computer does the work for you] – via @JLE_JD
  • @nerinopetro suggests #trello [Trello is the fastest, easiest way to organize anything, from your day-to-day work, to a favorite side project, to your greatest life plans] – via @JLE_JD@bburney uses an add in for word called puretext some crazy short cut in mac also [Have you ever copied some text from a web page or a document and then wanted to paste it as simple text into another application without getting all the formatting from the original source? PureText makes this simple by adding a new Windows hot-key (default is WINDOWS+V) that allows you to paste text to any application without formatting] – via @JLE_JD
  • Sv600 contactless scanner [from Fujitsu] made @nerinopetro happy – via @JLE_JD
  • Great keyboard shortcut via @macsinlaw: In Word, select text and use Shift + F3 to cycle through capitalization options – via @j0eybagodonuts
  • Great productivity tool RT @JLE_JD: @nerinopetro likes the pomodoro technique for getting done – via @rocketmatter
  • Diane says use site: to limit search to domains or sites for google. I use this a lot – via @JLE_JD
  • 5 GREAT Google Searching Tips via @alcona67 Diane Ebersole – via @miunger http://t.co/Q1xKML6FGT
  • @nerinopetro making backups of backups with IFTTT … But, who will watch the watchmen?!? – via @rajuip
  • @nerinopetro says airserver is cool. I agree. For ipad sharing – via @JLE_JD
  • Google apps has added a research tool so you can search without leaving app @bburney – via @JLE_JD
  • @nerinopetro says use spike in msword [A Clipboard feature available in Word that lets you copy multiple selections of content to the Clipboard and then paste them as a group to a new location. It's easy to use and allows for a bit more flexibility when the need arises] – @JLE_JD
  • A great tip from @markevans on site to fix awkward and convoluted writing [Hemingway App] - @AndrewLarmand
  • If you need to encrypt a network, Simek recommends SafeGuard by Sophos – via @kmontenegro
  • How about this for 60 sites: Turns browser tab into a convenient [quick-edit] notepad – via @tim_baran
  • Have you tried @insightlyapp for task mgmt @chadeburton? – via @antigonepeyton
  • @bschorr reviewing @Yammer – a secure tool for group conversations & collaboration within organizations – via @lucasboling
  • ChargeKey & ChargeCard are great for small, portable chargers per @themaclawyer – via @mrsmaclawyer

A complete 60 sites list is now available here.

But Hold On, There’s More…

Over the next few days, I will share 13 additional posts curated from the 2014 ABATECHSHOW.  So hang on to your seats, ladies and gentlemen!

  • Cool TECHSHOW Apps
  • Once You Go Mac, You Never Go Back
  • Quickie Tips and Tricks for iPhone and iPad
  • Getting the Most Out of Evernote
  • It’s Social Media, Not Anti-Social Media
  • Practically Perfect Presentations (Or: How to Avoid Death by PowerPoint)
  • You’re Sold on the Cloud – Now What?
  • Cyber Security: Horrifying Stats and Tips for Dropbox Users
  • Making Money: Maximizing the Business Side of Practicing Law
  • Still Pondering Paperless?
  • Crowdsourcing Legal Research with Casetext and Mootus
  • Legal Tech by the Numbers

[All Rights Reserved - Beverly Michaelis 2014]

Take the Money and Run: $100 to Upgrade Windows XP

Don’t follow the US Government’s lead and play ostrich when it comes to Windows XP. If you have friends or colleagues using this outdated OS, encourage them to take this offer from Microsoft:


Thanks Techlicious!

Rules of the Road for Sharing Fees

Lawyers who are not members of the same firm may only divide fees under
Oregon RPC 1.5(d) if the client gives informed consent and the total fee of the lawyers for all services is not clearly excessive.

Sound easy?  It is – but surprisingly there are misconceptions about fee sharing.

tug of warMyth #1 – Referral Fees are not Subject to the Oregon RPCs

This is a mistake in semantics.  Any time two or more lawyers seek to divvy up a fee and they are not practicing as members of the same firm, Oregon RPC 1.5(d) applies.  The label placed on this arrangement is irrelevant.  Referral fees, fee splitting, fee sharing, and dividing fees are treated the same under the rule.

Myth #2 – Consent is Not Required if I am a Contract Lawyer

This is not so black and white.  Whether client consent is required will depend on your financial arrangement with the principal lawyer.  Consider these possibilities:

Principal lawyer has a written fee agreement with her client which includes the use of contract lawyers to provide legal services.  The agreement specifies the client will be billed at the rate of $100 for contract work.  Oregon RPC 1.5(d) does not apply.

Same arrangement as above, except the principal lawyer’s written fee agreement provides that any contract work will be billed for cost (similar to billing the client for court reporting fees, use of an investigator, or medical expert).  Oregon RPC 1.5(d) does not apply.

Contract lawyer agrees to provide contract services to principal attorney for 10% of principal attorney’s contingent fee recovery.  Oregon RPC 1.5(d) applies.  Disclosure and consent is required.

Myth #3 Verbal Consent Complies with the Rule

This is technically true – informed consent in writing is not expressly required by Oregon RPC 1.5(d), but it is a very good idea.  Otherwise, how will you prove that you adequately disclosed the fee arrangement to your client and he or she consented?


For a sample fee sharing arrangement, and further discussion of dividing fees among non-members of the same firm, see BarBooks - specifically Michael A. Greene, “Referral Agreement Between Lawyers,” Fee Agreement Compendium (2007). [Chapter 12.]

All Rights Reserved – Beverly Michaelis [2014]

How to Delegate Successfully

If you belong to the “do it yourself” school, believe that you can’t afford to delegate, or have no faith that those reporting to you can do the job, please read this recent post from Tips for Lawyers. Here is an excerpt:

How To Delegate Properly (and to be delegated to)

First, identify the task with enough precision. Sometimes greater detail will be needed than others, and sometimes the task will be wishy washy. But either way, ensure that the junior knows exactly what is expected of them.

Set a realistic deadline, after speaking with your intended junior. This involves ensuring that your own time to review or settle the product is included, and you have provided a time by which the junior staff member must bring their draft (or results, or whatever) to you.

Identify how long, in real time, you think it should take. For example “the research shouldn’t take you more than 2 hours, and then 1 further hour to put together the draft letter”. Ensure that the junior comes back to you if those estimates are turning out to be impossible. This avoids two problems:

First, time getting written off because it took longer than you thought;
Estimates provided to the client being inaccurate.

Somebody take notes of the discussion (guess what – this will be you, junior lawyer).

Don’t call it urgent if it’s not. OK this is a bit of a pet peeve, but some seem to think that they will jump to the top of the priority list by calling everything they do “really urgent”. The task is then completed (at the cost of the other tasks that had to be set to one side) and then not looked at for two days. If it’s urgent, that’s fine – but don’t be the “boy who cried wolf” on this one, or people will just start ignoring you…

Make sure you have an open door policy in case the task requires clarification. Point ‘n’ shoot doesn’t work in the law – often complex tasks develop while being undertaken, and so more information might be needed or clarification of the intended path might be required.

Finally, ensure you provide enough facts. I have seen time and time again a wonderful task be completed and then the senior lawyer say “oh but X doesn’t apply because Y and Z are applicable to this one”. Was that a great exercise in how to waste somebody’s time and the client’s money? Yes. Was it good delegation? No. Providing sufficient context to a task also allows the junior lawyer to understand the real world impact of their task, which will often provide motivation and build a better team mentality.

All Rights Reserved – Beverly Michaelis [2014]

Resolving Conflicts Between Office 2013 and Acrobat

untitledAh yes!  Everything old is new again.  Remember this post: Outlook 2010 & Acrobat 9 Don’t Play Well Together (Yet)?

Compatibility problems between these two products continue, with the latest battle involving Office 2013.  If you just upgraded (or are thinking about it), here are Microsoft’s suggestions:

  • Upgrade your Adobe product
  • Automatically disable the Acrobat add-in
  • Manually disable the Acrobat add-in

The second and third suggestions are ridiculous.  Turning off the add-in will eliminate error messages, but what’s the point?  We need our office productivity software to get along.

If you are using Acrobat 9 or X, you are out of luck – the add-ins just don’t work.  And it is very unlikely Adobe will issue a fix or patch.

If you have upgraded to Acrobat XI you should be okay, although some adopters reported problems early on.  You can improve your chances by making sure you’ve installed the latest updates to Acrobat XI. Click on Help > Check for Updates…

Considering SharePoint or Office 365? If you’re an XI user, Adobe promises seamless integration.

All Rights Reserved – Beverly Michaelis [2014]

Free Shred Day for Multnomah County Lawyers

The Professional Liability Fund is providing free shredding of legal files on Saturday, March 15, from 8:00 a.m. to 12:00 p.m. in the Oregon State Bar Center parking lot. Mobile shredding trucks from Recall, a document management company, will be shredding the materials onsite. Limit: 15 boxes per firm.

The trucks will be located in the back Free Shred Day 8 24 2013 photo by Ivan Hernandezparking lot of the OSB Center, 16037 SW Upper Boones Ferry Road, Tigard, Oregon, 97224. Shredding will be available until the trucks are filled to capacity. Please respect the 15 box per firm limit, so that we can provide this service to as many firms as possible. You must wait until your material is shredded and take your boxes back with you. Paper clips and binder clips are okay to shred but 3-ring binders should be removed.

If you have any questions please contact DeAnna Shields at 503-639-6911, ext. 440 or deannas@osbplf.org.

Word Pleading Templates for the Mac

imagesFG7FQ5Q1Are you a Mac user looking for legal pleading templates?  It isn’t obvious, but any template designed in Windows should run on your Mac.  So don’t despair!  Microsoft offers several options here. In the search box, enter “Legal pleading paper.”

Customized templates from our office are different than the typical Microsoft version.  We place the lawyer’s name, address, and contact information in a text box in the document footer to comply with Oregon formatting requirements.  Additionally, our templates are macro-enabled and take users through a series of prompts to generate a proper case caption and document name on a 26-line pleading.  (For security reasons, users must click the “enable macros” button for our templates to operate properly.)

Saving Pleading Templates is a Bit Tricky

Templates belong in the My Templates directory at: /Users/ username/Library/Application Support/Microsoft/Office/User Templates/My Templates.

Unfortunately, My Templates is part of the Library folder which is hidden by default if you are using Mac OS 7 or later.

To access the Library and save pleading templates to the My Templates folder, follow these steps:

  • In the Finder, click on the Go menu while pressing down the Option/Alt key
  • The Library folder should appear in the drop-down menu
  • Browse to /Application Support/Microsoft/Office/User Templates/My Templates
  • Drag or copy the pleading template to this destination

Verify that Word can find and run the template:

  • Open Word
  • Select File, New from Template
  • The template should be visible with the others in the template gallery

If the template is not saved to the proper destination, Word won’t “see” it along with your other preloaded templates.

Customized Templates for Oregon Lawyers

If you are an Oregon lawyer and would like a customized Mac pleading template, contact me.