Getting Paid October 2, 2019 – CLE Event

Learn how to talk to clients about money, incentivize clients to pay, collect accounts receivable, and modernize billing and payment practices. Join me on Wednesday, October 2 for “Getting Paid.” 1.25 OSB MCLE Practical Skills credits approved. Designed for lawyers, legal staff, and office administrators – anyone interested in  improving billing and collection practices.

Topics include

  • Identifying your fee strategy
  • Ensuring the client is invested in the case
  • Documenting and reinforcing fee discussions
  • Exploring the advantages of automated billing systems
  • Using billing descriptions clients understand
  • Making it easy for clients to pay
  • Sourcing the latest options in credit card processing and click-to-pay invoicing
  • Unbundling services to meet marketplace demands
  • Offering hybrid fee agreements
  • Getting practical about collection

When & Where: Wednesday, October 2 2019 from 10:00 a.m. to 11:15 a.m. Pacific Time. This is a live, online webinar.

Group Discounts: Available to firms who wish to register 5 or more attendees. Contact me for more information.

Participate in Polling & Ask Questions: Questions are welcome during the live event. Attendees are also encouraged to participate in live, anonymous polling.

How to Register

Click herechoose the image above, or visit the Upcoming CLE page. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the $25 registration price.

Can’t Attend?

Video and audio recordings will be available to download along with the program materials shortly after the live program event.  Price: $25. Contact me or visit my online CLE store to place an order.

Register Now!

All Rights Reserved 2019 Beverly Michaelis

 

Automate Something – Anything!

Automation is the answer to improving workflows and productivity. If a given action requires entries in multiple systems – say opening a new client file – automate it. Tired of performing the same redundant task? Automate it. Want to save time? Automate! To learn how, read the story of Joe Lawyer.

Virtually anything can be automated – document production, emails, marketing, or client management. Avoid overwhelming yourself or staff by starting small. Pick one area of office operations. Diagnose what works and what doesn’t. Get staff input. Identify any steps you may be performing out of habit that no longer serve a purpose and eliminate them. That alone will improve efficiency! Now that you’ve whittled it down to the essentials consider how technology can help. Do some research, starting with a better understanding of what your existing software can do. Check out Joe’s story for ideas, then visit the ABA Legal Technology Resource Center. You can also call your friendly practice management advisor for suggestions.

All Rights Reserved Beverly Michaelis 2019.

10 Products, Platforms, and Services for Lawyers

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I am always on the lookout for new ideas, tools, or products that are helpful to lawyers. If you have 2 minutes to spare, watch the video at the end of this post compiled by Streaming.Lawyer blogger Mitch Jackson. It highlights how Mitch uses the following every day in his law practice:

bombbomb – an online service that records, sends, and tracks simple email videos to stand out in your client’s crowded inbox.

Zoom video conferencing – Modern video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars. (I use Zoom for online CLEs and recommend it highly.)

eCamm – live video streaming for Mac platforms. Compatible with Facebook Live, YouTube Live, Periscope, and Twitch.

AgoraPulse – social media management. Should you have a presence on Facebook, Twitter, Instagram, LinkedIn, and YouTube? Yes, but who has the time. This product allows you to schedule content, get reports, and engage followers with one simple tool.

GoogleKeep – Keep is simple way to capture notes, lists, and reminders on the go. Record voice memos and Keep will automatically transcribe them! Check off completed tasks; add a collaborator to notes and lists; add photos and drawings, or draw on photos; search notes by automagically created topics; group notes together with #labels; color notes; access your notes on any device; syncs automatically to your phone, tablet, watch, and laptop via the Google Keep website, or Chrome app.
Use “Ok Google” voice commands to “take a note” or “add to to-do list.”

Canva – use Canva’s drag-and-drop feature and layouts to design, share, and print business cards, logos, presentations and more. Accounts are free.

Calendly – online scheduling is the most efficient way to set depositions, mediations, and meetings. Free and integrates with Google, Outlook, Office 365 or iCloud calendar so you’re never double booked.

Smartline – a second phone number app from GoDaddy. Unlimited texts and minutes for $9.99 per month (free 30-day trial available). Install the app on your current smartphone. Save your private number for friends and family and use Smartline for business calls.

Ruby Receptionists – a virtual reception service for your law firm based right here in Oregon. A favorite of mine and available at a discount for members of the Multnomah Bar Association.

Nimble – relationship-building software. Log on to your Nimble dashboard to manage client relationships and contacts.

Here’s Mitch’s video:

via 10 “Non-Legal” Products, Platforms, and Services I Use in My Law Practice and Highly Recommend! — Streaming.Lawyer

4 Easy Steps to Page Numbering in Word

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Microsoft Word’s Page Numbering can be challenging to insert correctly. This quick guide offers easy steps to get your pages numbered.

via Microsoft Word Page Numbering: 4 Steps To Perfection — Lulu Blog

Phishing Scam Hits OJD Users

Here are the details.