About beverlym

As a law practice management consultant and educator, my goal is to help Oregon attorneys improve their office practices and procedures. With over 35 years in the profession, I possess the problem-solving skills to help you make your law practice more efficient, effective, and profitable. Learn more here: http://www.oregonlawpracticemanagement.org/about/. My complete biography can be viewed at http://www.linkedin.com/in/beverlymichaelis.

How Long Do You Need to Keep Closed Files?

A fair question posed recently on the NW Sidebar blog.

As in Oregon, there is no rule for file retention in Washington. The only exception? Trust accounting records: five years from termination of representation in Oregon; seven years in Washington.

Guidance for Oregon Lawyers

So where can Oregon lawyers go for answers?  The best resource can be found on the Professional Liability Fund website.  Select Practice Management > Forms > File Management > File Retention and Destruction Guidelines.

Files should be kept for a minimum of 10 years as protection against legal malpractice claims. To learn more about ethical recordkeeping practices, see Ethical Guidelines for Client Files.

Guidance for Washington Lawyers

The NW Sidebar post suggests a four step approach:

  • Start with the Guide to Best Practices for Client File Retention and Management on the WSBA website
  • Check with your Washington malpractice insurance carrier
  • Consider the nature of each case (some immigration cases may be “live” 20 years from the time of initial representation)
  • Weigh the possibility of malpractice or discipline claims

In Oregon, the latter drives the minimum 10 year retention recommendation.

Multi-Jurisdictional Practices

Lawyers who practice in both states (or other states) may choose to keep files in conformance with each jurisdiction’s recommended practices or apply the strictest retention requirement.  Universal retention practices are easier to follow and enforce. Jurisdiction-specific retention practices may allow for earlier disposal of files.

What to do Now

Every firm should have documented file retention practices and a file closing checklist. Need a place to start? Consult the Guide to Best Practices for Client File Retention and Management on the WSBA website or use the Professional Liability Fund retention guidelines referenced above and the PLF sample File Closing Checklist.  [Available on the PLF website at Practice Management > Forms > File Management.]

Creating and using a file closing checklist ensures consistency and makes the file retention process easier for lawyers and staff.

All Rights Reserved – Beverly Michaelis -2017

Last Chance to Register for 7 Steps to Building Better Client Relationships

Last Call to Register for “7 Steps to Building Better Client Relationships”

Join me for a CLE on Wednesday, December 6, 2017 about how to cultivate your network, balance client expectations, proactively control social media content, meet client needs, and become more client-centric by exploring the 7 steps to building better client relationships:

  • Capturing better clients
  • Polishing communication skills
  • Advancing client service through technology and staff
  • Managing social media
  • Improving client satisfaction
  • Strengthening client retention
  • Renewing relationships

Topics include how to CYA the right way, how to say “no” gracefully, dos and don’ts when responding to negative online reviews, how to thank clients as part of your everyday, the simple six-step process to stay in touch, and why you should modernize fee arrangements and billing.

Date/Time/Location

Wednesday, December 6, 2017 from 10:00 a.m. to 11:30 a.m. Pacific Time. This is a live, online webinar.

Who Should Attend?

Lawyers, office administrators, or staff – anyone interested in building better client relationships.

Group Discounts

Discounts available to firms who wish to register 5 or more attendees. Contact organizer to arrange a discount code before registering: beverly@oregonlawpracticemanagement.org.

Does the Program Include Written Materials?

Yes. Written materials are distributed electronically with your registration confirmation.

Ask Questions/Live Polling

Questions are welcome during the live event. Attendees are also encouraged to participate in live, anonymous polling.

Registration Fee

$25 – Visit the Upcoming CLE page, click here, or choose the Register button below. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the registration price.

Eventbrite - 7 Steps to Building Better Client Relationships

MCLE Credits
1.50 practical skills pending.

Can’t Attend?

Video and audio recordings of 7 Steps to Building Better Client Relationships will be available to download along with the program materials following the December 6 CLE. Price: $25. Contact me or visit my online CLE store after December 6.

All Rights Reserved [2017] Beverly Michaelis

Holiday Stress

You may feel there’s nothing you can do about stress.
The bills won’t stop coming, there will never be more
hours in the day, and your work and family responsibilities
will always be demanding. However, you have more
control over stress than you might think. No matter how
stressful your life seems, you can take steps to relieve
the pressure and regain balance.

Sage words from the March 2017 issue of InSight. Since the holidays can be an especially stressful time, consider taking a time out to evaluate how the four stress management strategies discussed in this article might work for you.

  • Download the “Stress Relief Toolbox” provided by the authors.  As they suggest, it’s not a bad idea to use one of these tools every day.  Don’t wait for stress to build up.
  • If you’re a list-maker, using the “Stress Management Self-Help Checklist” may appeal to you.  It’s a good way to stay on track and remind yourself of the importance of managing stress as part of your overall health.
  • Last, but not least: if you’re trying to get a handle on the stressors in your life, consider keeping a “Stress Journal.”

For specific advice on how to cope with holiday expectations and holiday-related stress, review these articles from the Oregon Attorney Assistance Program:

All Rights Reserved 2017 Beverly Michaelis

Get Your Tech Buyer’s Guide!

If you’re gearing up to invest in technology for the new year a buyer’s guide can be a tremendously helpful resource. Here to fill that need, is the 2017 Legal Technology Buyers Guide from Lex Tech Review.  Access to the guide is free, but requires your email address, name, and a password.

One hundred and sixty-nine pages of beefy content are included in the guide.  The following categories are addressed:

  • Practice management software
  • Practice area specific solutions (PI, bankruptcy, business, IP, patent, trademark)
  • Law firm CRM and lead conversion software, plus coaching
  • Live chat
  • Alexa apps for lawyers
  • Form tools and libraries
  • Stand alone time & billing
  • Payment processing
  • Calendaring software
  • Legal records & analytics
  • Phone systems
  • Virtual receptionist services
  • Contract services
  • Virtual assistants
  • Accounting services
  • Document editing
  • Law firm marketing agencies
  • Pay per lead services
  • Marketing content and copywriting
  • Legal technology consultants
  • Lawyer courses & communities
  • Wellness

Pretty impressive! And don’t forget about ABA Legal Technology Buyer’s Guide, with even more categories.

All Rights Reserved 2017 Beverly Michaelis

 

7 Steps to Building Better Client Relationships

Join me for a CLE on Wednesday, December 6, 2017 about how to cultivate your network, balance client expectations, proactively control social media content, meet client needs, and become more client-centric by exploring the 7 steps to building better client relationships:

  • Capturing better clients
  • Polishing communication skills
  • Advancing client service through technology and staff
  • Managing social media
  • Improving client satisfaction
  • Strengthening client retention
  • Renewing relationships

Topics include how to CYA the right way, how to say “no” gracefully, dos and don’ts when responding to negative online reviews, how to thank clients as part of your everyday, the simple six-step process to stay in touch, and why you should modernize fee arrangements and billing.

Date/Time/Location

Wednesday, December 6, 2017 from 10:00 a.m. to 11:30 a.m. Pacific Time. This is a live, online webinar.

Who Should Attend?

Lawyers, office administrators, or staff – anyone interested in building better client relationships.

Group Discounts

Discounts available to firms who wish to register 5 or more attendees. Contact organizer to arrange a discount code before registering: beverly@oregonlawpracticemanagement.org.

Does the Program Include Written Materials?

Yes. Written materials are distributed electronically with your registration confirmation.

Ask Questions/Live Polling

Questions are welcome during the live event. Attendees are also encouraged to participate in live, anonymous polling.

Registration Fee

$25 – Visit the Upcoming CLE page, click here, or choose the Register button below. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the registration price.

Eventbrite - 7 Steps to Building Better Client Relationships

MCLE Credits
1.50 practical skills pending.

Can’t Attend?

Video and audio recordings of 7 Steps to Building Better Client Relationships will be available to download along with the program materials following the December 6 CLE. Price: $25. Contact me or visit my online CLE store after December 6.

All Rights Reserved [2017] Beverly Michaelis