Meet the New Oregon Attorney Assistance Program

Well, not exactly. But meet the new OAAP website! Find events that meet your needs or speak to your interests, explore OAAP services, or learn more about the OAAP attorney counselors.

The OAAP can help with:

  • Well-being and stress
  • Anxiety or depression
  • Problem substance use
  • Compulsive and challenging behaviors
  • Career and lifestyle
  • Relationships
  • Challenging times
  • Planning for retirement

OAAP services are confidential and attorney counselors are on-call for urgent matters.

Help for yourself. Help for someone you care about.

If you are concerned about your well-being, or the well-being of another, the OAAP can help with short-term individual counseling, referral to other resources when appropriate, support groups, workshops, CLEs, and educational programs.

All Rights Reserved 2018 Beverly Michaelis

 

 

Get Your Fee Agreements!

The Fifth Edition of the OSB publicationFee Agreement Compendium, is now available on BarBooks.

Topics include

  • Ethics Issues Arising in Fee Agreements
  • Billing Costs
  • Truth in Lending Act and Attorney Fee Agreements
  • OSB Fee Dispute Resolution Program
  • Drafting Tips for Fee Agreements
  • Retained or Not Retained–You May Need to Prove It
  • IOLTA in Relation to Fee Agreements
  • And 14 sample forms, including 9 addressing specific practice areas

Get answers to your frequently asked questions

Credit cards and installment payments

  • Does the Truth-in-Lending-Act prohibit me from passing on credit card surcharges to clients? §3.9
  • What are the implications of taking installment payments from clients?  §3.4

Client costs

  • Should I “bundle” or “unbundle” client costs? §2.3
  • What are the tax consequences of advancing costs for a client? §2.5-2
  • Am I personally liable for costs if the client doesn’t pay? §2.7

Drafting Tips

  • What are the 10 best tips for drafting fee agreements? §5.2
  • What are the perils of an ambiguous fee agreement? §5.1-3

Fee Disputes

  • Should I, or shouldn’t I, use OSB Fee Dispute Resolution?  §4.1-1 through 4.1-3.

Referral fees, splitting fees, and limited scope representation

  • What are the rules on referral fees? Splitting Fees? §1.1-7, §12.1 through 12.2-4.
  • How should I craft a limited scope representation agreement? §10.1 through 10.2.

(See the cited sections for answers.)

The Fee Agreement Compendium has always been a treasure trove of resources and tips.  Download the PDF from BarBooks today.

All Rights Reserved – 2018 – Beverly Michaelis

 

Lawyer Well-Being Report and Initiatives

From the COLAP Cafe:

The Bar Examiner Features Lawyer Well-Being Report and Initiatives

https://abacolap.wordpress.com/2018/07/12/the-bar-examiner-features-lawyer-well-being-report-and-initiatives/
— Read on abacolap.wordpress.com/2018/07/12/the-bar-examiner-features-lawyer-well-being-report-and-initiatives/

On Demand CLE Summer Sale

Looking for MCLE credits? Starting today through August 31, save 20% off on all orders over $40.  Use the code SUMMER at Oregon Law Practice Management On Demand CLE.

Choose from any of these programs:

How to apply the discount

Browse the CLEs and add 2 or more to your cart. When you’re done making CLE selections, choose the shopping cart icon at the top right of your screen and select Checkout. In the discount code field, enter SUMMER and select Apply to receive 20% off your order.

OSB accreditation

All programs are current and accredited by the Oregon State Bar.  Visit the online store for details.

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.

An Oldie and a Goodie: Empowering Law Practice Management Tips

Whilst strolling through the Internet one day, I came across this post by Peggy Gruenke at Attorney at Work. Twenty simple ideas that are timeless and critically important if you want your law firm to succeed. Here are a few of my financial-themed favorites with thoughts of my own.

Peggy’s five financial tips – greatly condensed

  • Write a business plan
  • Create a budget
  • Know your overhead costs
  • State your fee with authority
  • Bill early, often, and strategically

Money and goals

As the business owner, your goal is to see the big picture.  Who are you? Why are you unique? Who are you best equipped to serve? This is the purpose of a business plan, according to Peggy Gruenke.

My input? Don’t be intimated! Your business plan does not have to be a magnum opus. You can get it done in a few pages. Creating a business plan will give you:

  • Clarity about what you want to do
  • Control over your own fate
  • A strategy for staying organized and on track
  • Accountability
  • A way to measure and monitor your progress
  • A path to help you move forward

Want help? See my business plan checklist – originally designed for law students, but easily conformed to active law practices.

Budgeting and costs

Budgeting can be as simple as a basic spreadsheet. Track what comes in and what goes out. Don’t bother with incorporating prior years (unless you have a driving reason to do so). Just start now. Toward year-end use your 2018 data to create projections for 2019.

As Peggy says, “You should know (by heart) how much money you need to make to keep the doors open.”

To get started, revisit this article by yours truly, Dee Crocker and Sheila Blackford.  As motivation, consider this excerpt:

Every law office should have a budget. Without one, it’s easy to overspend and hard to plan for future purchases. Knowing your overhead costs will help you decide how much revenue you need to make and how much you need to charge to bring in that amount. Failure to budget can cause financial problems. Lawyers with financial problems may take on new clients who have money in hand, leaving the work for existing clients unfinished. This can lead to disciplinary complaints from clients whose work is not completed.

I guarantee that your monthly “budget to actual” report, which compares actual spending against budget projections, will become your new best friend.

Stating your fee with authority

When a prospective client tells you that Lawyer Smith is willing to do the same work for $2,000 less, tell the person kindly that he can then retain Lawyer Smith. When you reduce your fee, you will have lost the trust of your prospective client. Odds are, in time, that client will leave Lawyer Smith and retain you to handle the mess that Lawyer Smith made.

Set a fee and stick to it! I know this can be hard, especially if you’re new to solo practice. Know in advance what you propose to charge, don’t make it up on the fly. Be matter-of-fact, business-like, and deliver the number without hesitation. You’re always free to make adjustments with the next case, but don’t waiver with the client sitting in front of you. For help in getting started, see this post.

Bill early and often

When you are ready to bill, issue invoices as soon after the event as possible: “As each day passes after an event, the perception of your value is diminished. If you send out the bill even two weeks afterward, the client won’t perceive the value to be as high.” (Peggy’s words of wisdom.)

There is no reason you can’t deliver your final bill with transactional documents. Take advantage of the arc of client gratitude while it is still in your favor!

Looking for more billing tips? Check out this resource.

All Rights Reserved 2018 Beverly Michaelis