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.

Quadripartite Relationships

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The Washington State Bar Committee on Professional Ethics recently released advisory opinion No. 201802 addressing “quadripartite” relationships.

As Mark Fucile writes on NW Sidebar:

Tripartite relationships among an insurer, the insured, and defense counsel have been delineated extensively in both court decisions and advisory opinions. “Quadripartite” relationships, by contrast, are a fairly new development and remain comparatively unplumbed.

While the addition of a fourth party to the insurer/insured/defense counsel relationship is rare, it can occur. This raises the question: can defense counsel share confidential information with the fourth party?

The answer under advisory opinion no. 201802 is yes – if the client consents and if doing so is in client’s interest and does not jeopardize attorney/client or work product privilege.

Oregon has no opinion on quadripartite relationships.

All Rights Reserved 2019 Beverly Michaelis

NextGen CM/ECF for Federal Courts

Important Information About Your CM/ECF Account

In mid-2019, the U.S. District Court for the District of Oregon will upgrade its Case Management/Electronic Case Files (CM/ECF) system to the latest iteration, known as NextGen CM/ECF (NextGen).  More information about NextGen is available here:  www.pacer.gov/nextgen/.

info:

https://ord.uscourts.gov/index.php/announcements/1996-important-information-about-your-cm-ecf-account

PACER:

https://www.pacer.gov/nextgen/

 

Practical Time Management

Learn how to take control of your workload, manage your busy schedule, focus on your priorities, and make your workday more productive by attending Practical Time Management on March 13, 2019.

To Register

Click hereclick on the image above, or visit the Upcoming CLE page. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the $25 registration price.

Date – Time – Location

Wednesday, March 13, 2019 from 10:00 a.m. to 11:15 a.m. Pacific Time. This is a live, online webinar.

Who should attend?

Lawyers, office administrators, legal staff – anyone interested in improving organizational and time management skills.

Group Discounts

Discounts are available to firms who wish to register 5 or more attendees. Contact beverly@oregonlawpracticemanagement.org prior to registering.

Questions & Live Polling

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

Can’t Attend?

Video and audio recordings will be available to download along with the program materials shortly after the live program event.  Price: $25. Contact me or visit my online CLE store to place an order.

Program topics will include

Employing strategies to better manage time
Respecting the 80/20 rule, creating a daily plan, allowing buffer time, protecting your productivity, becoming a better estimator of billable work, staying on course with countdowns and weekly reviews, and more.

Coping with an overwhelming workload
Pausing new clients, scheduling a “catch up” day, letting go of non-critical projects, renegotiating deadlines, firing difficult clients, delegating, and outsourcing.

Overcoming procrastination
Selecting where and how to start, getting motivated, experimenting with Pomodoro and the Power of 3, clearing the clutter, managing big projects, and overcoming distractions.

Deploying organizational solutions
Implementing client policies, automating forms and workflows, creating checklists, investing in practice management software, optimizing email and text messaging, and considering apps designed to boost focus and rescue billable time.

Register now!

All Rights Reserved 2019 Beverly Michaelis

 

Proposed 2019 UTCRs

Comments are due by February 22, 2019 on the latest round of proposed changes to the UTCRs. These include:

New UTCRs

Proposed New UTCR 5.010 – Consumer Debt Collection Cases

Applies to cases filed by debt buyers and debt collectors acting on their behalf. Requires inclusion of identifying information in the action title, the body of the initiating pleading, and a completed Consumer Debt Collection Disclosure Statement (CDCDS). Directs the court to issue a 30-day notice of dismissal if the plaintiff fails to provide a CDCDS. When seeking a default, requires plaintiff to include a declaration under penalty of perjury that the plaintiff has complied with certain pleading requirements. Note: a sample CDCDS form will be made available by the OJD on its website. See proposed form on pages 70-73 of the Notice Seeking Public Comment on Proposed Uniform Trial Court Rules Changes for 2019.

Proposed New UTCR 11.110 – Exhibits in Juvenile Cases

Cedes power to local courts for creating a process to submit exhibits in juvenile cases. If electronic filing is permitted by SLR or order of the presiding judge, requires maintenance of an exhibit log, eFiling in conformance with UTCR 21.040, and a timeline for submission. Also see proposed amendments to UTCR 6.050, 6.120, 21.020, and 21.070; 11.120 (new).

Proposed New Chapter 24 – PCR Cases

Creates statewide rules for post-conviction relief (PCR) cases; replaces current SLRs on post-conviction relief. The proposed UTCRs would address case initiation; the defendant’s motion, demurrer, or answer; scheduling in complex cases with appointed counsel; exhibits; additional motions, briefings, and exhibits; disclosure of witnesses; appearance at hearings and trial; continuances; presiding post-conviction judge; and trial scheduling.

Repealed UTCRs

Repealed UTCR 2.010(7) – Certificate of Document Preparation

Removes the certificate of document preparation, which indicates whether a
litigant received assistance in completing the document and whether they paid
for that assistance.

Amended UTCRs

Amended UTCR 2.010(9) – Foreign Language Exhibits

Requires a person submitting a foreign language exhibit to simultaneously submit an English translation with a declaration signed by the translator. Forbids court interpreters from translating or interpreting exhibits during the course of a proceeding; allows interpreters to interpret oral testimony regarding the content of an exhibit.

Amended UTCR 2.010(13) – Format of Case Citations

Changes the format for case name citations from underlined to italicized to align trial court citations with the citation format used in the appellate courts.

Amended UTCR 5.150 – Streamlined Trials (Formerly Expedited)

Implements improvements to time to trial, pretrial conferences, written discovery agreements, limitations on discovery, deadline for completion of discovery, discovery disputes, trial stipulations, and the related forms.

Amended UTCR 8.010 – Declaration in lieu of Affidavit

Allows the use of a declaration as an alternative to notarized affidavits for filings in
certain family law proceedings. Also see proposed amendments to UTCR 8.040.

Amended UTCR 8.090 – Certificates Re Child Support Proceedings, Orders, or Judgments

Requires certificate to be placed at the end of the motion or petition, immediately above the declaration line; adds new information to certificate. A model form containing the required information is available on the OJD website.

Amended 10.020 – DMV Record

Requires the DMV to electronically file the record when a final order of suspension is appealed to a circuit court; would allow each circuit court to adopt its own SLR describing how and in what form the DMV record must be submitted. Also see proposed deletion of UTCR 21.070(3)(k) removing DMV records from the list of documents that must be conventionally filed.

Amended 21.070(3) – Conventional Filing of ERPO Petitions

Adds extreme risk protection order (ERPO) petitions, and supporting affidavits, to the list of documents that must be conventionally filed.

Amended 21.070(5) – Allowing Local Courts to Adopt SLR Requiring Separate Notice of Expedited Filings

Allows local courts to adopt an SLR requiring that filers separately notify the court that an expedited filing has been submitted.

Amended 23.020 – Complex Litigation Cases

Removes the requirement that parties to a case assigned to the Oregon Complex
Litigation Court (OCLC) must share the cost of copying and providing the trial
court file to the assigned OCLC judge, but allows the OCLC judge to direct the
parties to provide copies of documents, in a manner the judge specifies.

Commenting on the Proposed UTCRs

Comments can be submitted online, via email, or by traditional mail.

Online
Go to the Notice Seeking Public Comment on Proposed Uniform Trial Court Rules Changes for 2019 and click on the button next to the item of interest.

Email
utcr@ojd.state.or.us.

Traditional mail
UTCR Reporter
Supreme Court Building
1163 State Street
Salem, Oregon 97301-2563

To attend the spring meeting of the committee on March 8, 2019 contact the UTCR Reporter at utcr@ojd.state.or.us or Bruce C. Miller at 503-986-5500 to schedule a time for your appearance. Recommendations that are adopted by the Chief Justice will take effect August 1, 2019.

All Rights Reserved Beverly Michaelis 2019

 

Six Steps to Reduce Stress

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Practicing law can be stressful. Lawyers are under constant pressure to meet deadlines and client demands, and law-practice environments can be highly competitive. If you find yourself feeling stressed or anxious fairly often, it’s time to take action. Chronic stress causes chemical imbalances in the body and can weaken the immune system, making a person more susceptible to serious medical conditions such as heart disease and cancer […]

In How to Reduce Stress in the Legal Profession,” posted on NWSidebarJohn Allison shares six steps to avoid chronic stress:

  • Choose a Legal Career that is Meaningful for You
  • Don’t Suffer in Silence
  • Set Boundaries Around Your Time
  • Give Back to the Community
  • Practice Mindfulness
  • Make Time for an Avocation You Enjoy

For each step, Allison offers sage advice. For example:

If you start to dread coming to work, take steps to identify the source of your discomfort. A conversation with a colleague or a supervisor might improve the situation. If you feel a disconnect between the culture of the organization and your personal values, accept the fact that you will not be able to change the organization’s culture. You might decide it’s time to start looking for another job. Whatever course you take, don’t simply hunker down and try to ride it out.

This post is a good read. Check it out. If you’re motivated to make some changes, free and confidential support is available from the attorney counselors at the Oregon Attorney Assistance Program.

All Rights Reserved 2019 Beverly Michaelis