Best Practices – eService, Workflow, Trust Accounting and Beyond

From office system best practices to eService and advanced trust accounting – CLE offerings covered a wide array of topics this year. If you missed a program, don’t despair. Video and audio recordings are available to download from my online store.  Here are the details:

Best Practices for Client Intake, Engagement & Workflow
OSB Program No.: 6724*9 (1.0 PS/general MCLE credits)

Recognizing the objectives and ethical traps of client intake, implementing the 7 key elements of intake forms, automating intake with ease, documenting representation, modernizing the engagement process using forms, brochures, automation, and eSignatures, using technology and staffing to improve workflow, and more.

Best Practices for Docketing, Conflicts, Disengagement & File Retention
OSB Program No.: 6724*10 (1.0 PS/general MCLE credits)

Represent clients effectively and ethically by applying best practice recommendations for docketing, conflicts, disengagement, and file retention. Includes docketing tips for eCourt practitioners, streamlining conflict checking, limiting liability exposure through proper disengagement, simplifying disengagement, and creating file retention policies, procedures, and checklists.

Oregon eService
OSB Program No.: 6724*11 (1.25 PS/general MCLE credits)

For experts and novices alike – an opportunity to polish eService/eCourt skills and apply tips straight from the courthouse – or understand eService from the ground up. Includes how to eServe in four easy steps, six compelling reasons to use eService, identifying eService exceptions, responding to service contact issues, pursuing sanctions under UTCR 1.090(2), eService vs. service by email, courthouse dos and don’ts, and proper Certificates of Service.

Trust Accounting Fundamentals
OSB Program No.: 6724*12 (1.5 ethics MCLE credits)

From managing bank charges and avoiding impermissible cushions to reporting overdrafts and addressing client fee disputes – this program will provide a fundamental understanding of how to operate your lawyer trust account.

Advanced Trust Accounting
OSB Program No.: 6724*13 – 1.25 ethics MCLE credits

Delve deeper into the more advanced issues of trust accounting, including how to safely manage wire and EFT transfers, using layaway payment plans, collecting “first and last month’s rent,” managing evergreen retainers and hybrid fee agreements, receiving third party payments, bartering legal services, passing on credit card transaction fees, what to do with unclaimed funds, responding to garnishments and liens, how to disburse settlement proceeds if your client is missing, and more.

Your on demand CLE purchase includes

  • MP4 download (combined audio and video file)
  • M4a download (audio only)
  • Written program materials, including presentation slides and resources
  • Answers to polling questions asked during the live CLE
  • MCLE Form 6 for self-reporting of MCLE credits

Instant digital delivery with options to save to the cloud or your mobile device

Links to digital files are delivered instantly at checkout with your purchase confirmation email.  Download, stream, save to your Dropbox account, or send files to your mobile device or desktop computer.

Free eBook!

If you visit my online store, be sure to download your free copy of Tips for Improving Client Relationships.

Secure payment processing

All transactions are handled by Selz and protected with industry standard security, including encryption and SSL secure. The Selz platform is also PCI compliant. Visa, MasterCard, American Express, and Discover accepted.

All Rights Reserved 2018 Beverly Michaelis

Time to begin year-end tax work

Too early to suggest working on your taxes? Absolutely not!

Once Thanksgiving hits, the rush to year-end becomes more hectic.
Start organizing your records now. Pull together and sort income and expense documentation – whether stored digitally or physically. Evaluate 2018 deductions before it’s too late. Tax questions? Call your accountant or tax preparer in the next two weeks before they’re buried by work.

To help you get started, here are some tips from the experts:

Tax preparation checklists are available from a number of public sources, including Nerd Wallet, H&R Block, TurboTax and others. The best come from your accountant or tax preparer. In either case, rely only on credible sources. For example, avoid irs.com. Remember: all government websites use the suffix .org.

Taking small steps now will ease the pain of tax return preparation later. Open your calendar and find 30 or 60 minute appointment blocks for specific tax-related tasks, like gathering records, sorting records, scanning receipts, or calling about your tax questions. You’ll be glad you did.

All Rights Reserved – Beverly Michaelis [2018]