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

Legal Trends – 2019 ABA TECHSHOW

Curious about legal trends? Here are some interesting statistics and takeaways discussed at the 2019 ABA TECHSHOW:

When rating lawyers, people complain more about customer service issues than the cost of legal services.

When selecting a lawyer, clients value guidance, certainty, and clarity.

When assessing the emotional state of clients, lawyers chronically underestimate feelings of confusion, disbelief, frustration, and urgency.

Lawyers and clients are on opposite ends of the spectrum when it comes to communication:

    • The majority of lawyers expect clients to send an email or visit the office in person when asking to schedule an appointment. In reality, clients shun both approaches and prefer overwhelmingly to call.
    • 70% of clients want to meet in person when sharing all the details or facts of a situation. 18% are willing to meet by phone. Similarly, clients want to hear lawyers explain the legal aspects of their case in person (55%) or by phone (23%) not by email or other means.
    • For getting quick questions answered, 46% of clients prefer the phone, 29% prefer email.
    • Lawyers strongly prefer to call with status updates (64%), but clients are split between phone (37%) and email (35%) in their preference.
    • Signing, viewing, or delivering documents? 64% of clients prefer to do this in person. 20% are okay with email. Interestingly, 35% of lawyers prefer to review documents with clients by phone – only 5% of clients preferred this method.
    • Websites and client portals only factored significantly into client preferences in two areas: checking the hours a lawyer is spending on a case (26% of clients) and making payments (31% of clients).

Key Takeaways

  1. Solicit feedback from clients.
  2. Consider using client surveys that measure your “net promoter” or client loyalty score. Survey Monkey is one example.
  3. Focus on in-person moments with clients and minimize interruptions.
  4. When deciding whether to call, email, or meet in person, put the client first. For the most part, clients want to talk – not read messages or correspondence.

For more information and a link to the complete legal trends report, see my story on Wakelet.

All Rights Reserved 2019 Beverly Michaelis

2019 ABA TECHSHOW – 60 Tips

It could be anything!

If you’re referring to the annual “60 in 60” tips session at the ABA TECHSHOW you are absolutely right! From useful websites to new apps, gadgets, or tools for lawyers – the content is always unpredictable.

For all the details from TECHSHOW 2019, see my full story on Wakelet. Meanwhile, here are a few of the highlights:

  • Checkli.com – free checklist maker.
  • Flow-e – email client that turns your messages into a visual (Kanban style) task board.
  • Instant tethering – use your Android phone to connect more than 45 Chrome/Android devices.
  • MileIQ – free mileage tracking that integrates with Office 365.
  • PassProtect – realtime check for potentially unsafe passwords.
  • Poll Everywhere – polling software that integrates with connected presentations, updating slides in real time as answers are texted in.
  • Rocket Book – a pen and paper notebook that saves what you write to the cloud. Erase your notes using your microwave oven when you use Pilot FriXion pens.
  • Tweet Delete – automatically delete old tweets from your Twitter account.
  • Windows 10 GodMode – If you’re sick of switching between Settings and the Control Panel or searching for your lost settings in Windows, use GodMode.

There’s so much more … like where to find a wireless “endoscope” smartphone camera to explore hard-to-reach locations.

Hopefully I’ve tempted you. Check out the complete list from 60 in 60! Where else will you learn how to enable private browsing, design better slide decks, create shortcuts for your iOS devices, find the best Chrome extensions, or access a legal keyboard with over 35 legal symbols and functions in one keystroke?

All Rights Reserved 2019 Beverly Michaelis

 

A Year’s Worth of Advice About YOU

As we wind down the year, it’s time to reflect back on 2018. Whatever your concerns, questions, or issues may have been, the answers could be here – if we’re lucky. Because this is the year of YOU. Your well-being. How you manage stress, respond to rotten clients, or cope with law school debt.

Everyone needs a pressure relief valve. Find yours.

Maybe it lies in learning how to say no, deploying strategies to take back your schedule, or finding time to get away from the office for a while. Each of these play a role in work-life balance and your well-being.

Peruse this list. It only takes 24 seconds – I should know, I timed it. What speaks to you?

Not sure how to start? These folks provide free and confidential help.

 

All Rights Reserved 2018 Beverly Michaelis

Postscript

For those who are looking for an “end of year” review touching on eCourt, eService, finances, technology, and workflow – see my post on December 31.