Texting Services for Law Firms

Why text clients? Well, for starters it’s fast and convenient. Clients don’t need WiFi to reply. More importantly texts are read, with an open rate of 98% compared to email, at roughly 20%.

But with pros come cons.

The moment you begin using your personal phone to text clients, you’ve sacrificed your privacy. Reason enough to find an alternative. But the concerns don’t stop there.

Messages will always be held hostage on your device unless special steps are taken to incorporate them as part of the client file, a requirement of OSB Formal Opinion No. 2017-192 Client Property: Duplication Charges for Client Files, Production or Withholding of Client Files.

The solution? A business texting service, like Zipwhip.

If you’ve attended any of my CLEs, odds are you’ve heard me speak about this product. Please allow me the opportunity to refresh your memory with the features and advantages of business texting.

7 reasons to use Zipwhip instead of your phone

  1. Your privacy is protected. Zipwhip sends and receives texts using your existing landline, VoIP, or toll-free number – not your personal cell.
  2. Text conversations in Zipwhip can be easily saved in PDF format and stored in the client file. Using cloud-based practice management software? Automate this step with Zapier.
  3. Any authorized person can login to the Zipwhip desktop app to send or receive messages, allowing improved access to client communications. Out of the office? Use the mobile app.
  4. Appointment reminders or other messages can be scheduled in advance using built-in templates. Auto replies and group texting are also available.
  5. Take advantage of the unlimited contacts feature to easily add important details to contact cards. Search for individuals or groups.
  6. Integrate texting into your firm website by adding a “click to text” button for clients.
  7. Easily receive (and file) photos sent by clients, investigators, or experts.

Security

Security is always a concern with client communication. Zipwhip offers data encryption in transit and at rest. It also conforms with federal opt-out requirements, includes support for eDiscovery, and offers monitoring for spam and phishing messages. Like most services operating in the cloud, there may be occasions when Zipwhip has access to your content or data. Read the terms of service.

Pricing

Zipwhip plans start at $35 per month. Annual plans are also available. Request a free  trial here. All you need is a verifiable (working) phone number. There is no hardware to install and no need to contact your current phone provider.

Alternatives

If you want to compare Zipwhip to other business texting services, check out these resources: TextUs vs. Zipwhip, Zipwhip’s Competitors, Revenue, Number of Employees, Funding, and Acquisitions, and Top 30 Zipwhip Alternatives.

Final Thoughts

Business texting offers a huge advantage over personal texting. Consider implementing a solution like Zipwhip, or one of its competitors, to protect your privacy, improve access to client communication, and ensure preservation of messages.

Rest assured, this is not a paid endorsement of any kind. I’ve been a fan of this product going on three years, ever since I first read Bob Ambrogi’s LawSites blog post.

All Rights Reserved 2019 Beverly Michaelis

 

Streamline, Organize, and Improve Your Office

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!

Lucky 13

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

Quadripartite Relationships

Quote

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