Division 1 of the Washington Court of Appeals recently issued a significant decision applying a new standard for former client conflicts in the disqualification context. In Plein v. USAA Casualty Insurance Company, the plaintiff homeowners filed an insurance “bad faith” claim against their property insurance carrier, defendant USAA, over coverage for a fire and subsequent…
Join me for a CLE on Wednesday, October 2, 2019 and learn how to implement best practices for getting paid.
- Communicating with clients about fees
- Maintaining client relationships to avoid disputes
- Modernizing billing and payment practices
- Creating fee agreements to meet the needs of today’s clients
- Collecting accounts – practical and ethical considerations
Wednesday, October 2, 2019 from 10:00 a.m. to 11:30 a.m. Pacific Time. This is a live, online webinar.
Who Should Attend?
Lawyers, office administrators, and staff – anyone interested in exploring how to improve billing and collections.
How to Register
Registration will open soon. Watch this blog for the announcement. Cost: $25. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the registration price.
All Rights Reserved  Beverly Michaelis
Be more productive
What if you could improve workflows? Leverage technology and automation to save time? Overcome procrastination? You can with Practical Time Management. This CLE offers over 30 ideas and strategies to help you take control of your workload, manage your busy schedule, focus on your priorities, and make your workday more productive. Accredited by the Oregon State Bar and available in audio and video format here.
Harness best practices
Not sure whether your firm is applying best practices to key office operations? Learn about automating client intake, documenting representation, modernizing the engagement process, and more in Best Practices for Client Intake, Engagement & Workflow. Combine this program with Best Practices for Docketing, Conflicts, Disengagement & File Retention to cover your bases.
Watch each CLE over lunch and earn 1.0 General/Practical Skills MCLE credits. Available now at On Demand CLE..
Get jiggy with eCourt
Understand common eCourt mistakes and master electronic service with eCourt Malpractice Traps and Oregon eService. Topics include: relation back of filings, UTCR amendments, upgrades to Odyssey eFile & Serve software, 12 common eFiling errors, key eCourt resources, using eService, service of process in the eFiling world, identifying eService exceptions, service contact issues, service by email, and courthouse dos and don’ts.
Trust Accounting – basic and advanced
From managing bank charges and avoiding impermissible cushions to reporting overdrafts and addressing client fee disputes, Trust Accounting Fundamentals covers all the basics of how to properly operate your lawyer trust account.
Want to delve deeper into the ethics of IOLTA? Advanced Trust Accounting will show you how to safely manage wire and EFT transfers, use layaway payment plans, collect “first and last month’s rent,” manage evergreen retainers and hybrid fee agreements, receive third party payments, barter legal services, pass on credit card transaction fees, handle unclaimed funds, respond to garnishments and liens, disburse settlement proceeds if your client is missing, and more – believe it or not!
You’ll find 13 programs and a free eBook at on demand CLE. If it concerns law office operations, you’ll likely find it covered here.
Details for the detail minded
Q: What does my on demand CLE purchase include?
A: MP4 (video file), M4a (audio file), written program materials with presentation slides and resources, answers to polling questions addressed during the live CLE, MCLE Form 6 for self-reporting of MCLE credits.
Q: How are the video and audio files delivered?
A: Digital files are delivered instantly at checkout with your purchase confirmation email (look for the link). Download, stream, save to your Dropbox account, or send files to your mobile device or desktop computer.
Q: How much do CLEs cost?
A: On demand CLE programs are $25. The eBook, Tips for Improving Client Relationships, is free. All transactions are handled by Selz and protected with industry standard security, including encryption. The Selz platform is also PCI compliant. Visa, MasterCard, American Express, and Discover accepted.
All Rights Reserved 2019 Beverly Michaelis
The Washington State Bar Committee on Professional Ethics recently released advisory opinion No. 201802 addressing “quadripartite” relationships.
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
Our “year in review” actually began two weeks ago when we focused on lawyer well-being. A worthy topic indeed! As I said then: everyone needs a pressure relief valve. Maybe yours is learning how to say no, deploying strategies to take back your schedule, or finding time to get away from the office for a while.
Today I present a more traditional “year in review” list touching on eCourt, eService, finances, technology, workflow, and more. Happy new year’s eve and happy new year!
eCourt and eService
- Asked and answered: Oregon eService questions
- Revisiting eFiling tips
- The case for Oregon eService
- Tiplet: proposed judgments and orders
- Billing practices and lawyer compensation
- Credit card surcharges revisited
- Get your fee agreements here!
- Time to begin year-end tax work
Technology, Data Security, and Workflow
- Bidding Adieu to TECHSHOW
- Collaboration tools in Microsoft Word
- Don’t copy and paste
- Focus on security – more from the 2018 ABA TECHSHOW
- Obstacles to improving workflow
- See the data Apple has collected on you
- The best of 60 in 60 from the 2018 ABA TECHSHOW
- The best password generators for the new year
- Tiplet: Anti-virus software and assistive technology
- Tiplet: Using your iPhone as a magnifier
Odds & Ends
- 2018 CLEs – best practices for eService, workflow, trust accounting and beyond
- Are you an effective negotiator?
- Commit to your goals to achieve marketing results
- Digital file retention
- Engagement letters are your friend
- Legal news: Mandatory liability coverage in Washington / free access to PACER
- Mastering motions to compel
- Nonlawyer ownership of law firms
- Starting your own for-profit referral service
- Using contract lawyers
- When opposing counsel doesn’t respond
All Rights Reserved 2018 Beverly Michaelis