Well-Being Template for Legal Employers

The Policy Committee of the ABA Commission on Lawyer Assistance Programs (CoLAP) and the ABA Working Group to Advance Well-Being in the Legal Profession developed a Well-Being Template for Legal Employers to provide suggested guidelines to legal employers for responding to an employee who is experiencing impairment due to a substance use disorder, mental health disorder or […]

via New: Well-Being Template for Legal Employers — CoLAP Cafe

Imposter Fraud

Imposter fraud is perhaps the most common type of scam encountered by lawyers. As the FTC warns, it comes in many forms. Scammers pretend to be computer technicians, IRS officials, your banker, a client, or a law firm vendor. They may even pretend to be you!

No matter the method, the goal is always the same: to use social engineering to manipulate you into sending money. Here are nine tips from Webroot on how to avoid falling prey to phishing, vishing, and SMShing scams:

  1. Slow down. Spammers want you to act first and think later. If the message conveys a sense of urgency or uses high-pressure sales tactics be skeptical; never let their urgency influence your careful review.
  2. Research the facts. Be suspicious of any unsolicited messages. If the email looks like it is from a company you use, do your own research. Use a search engine to go to the real company’s site, or a phone directory to find their phone number.
  3. Don’t let a link be in control of where you land. Stay in control by finding the website yourself using a search engine to be sure you land where you intend to land. Hovering over links in email will show the actual URL at the bottom, but a good fake can still steer you wrong.
  4. Email hijacking is rampant. Hackers, spammers, and social engineers taking over control of people’s email accounts (and other communication accounts) has become rampant. Once they control an email account, they prey on the trust of the person’s contacts. Even when the sender appears to be someone you know, if you aren’t expecting an email with a link or attachment check with your friend before opening links or downloading.
  5. Beware of any download. If you don’t know the sender personally AND expect a file from them, downloading anything is a mistake.
  6. Foreign offers are fake. If you receive an email from a foreign lottery or sweepstakes, money from an unknown relative, or requests to transfer funds from a foreign country for a share of the money it is guaranteed to be a scam.
  7. Delete any request for financial information or passwords. If you get asked to reply to a message with personal information, it’s a scam.
  8. Reject requests for help or offers of help. Legitimate companies and organizations do not contact you to provide help. If you did not specifically request assistance from the sender, consider any offer to ’help’ restore credit scores, refinance a home, answer your question, etc., a scam. Similarly, if you receive a request for help from a charity or organization that you do not have a relationship with, delete it. To give, seek out reputable charitable organizations on your own to avoid falling for a scam.
  9. Secure your computing devices. Install anti-virus software, firewalls, email filters and keep these up-to-date. Set your operating system to automatically update, and if your smartphone doesn’t automatically update, manually update it whenever you receive a notice to do so.  Use an anti-phishing tool offered by your web browser or third party to alert you to risks.

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

Last Call: Practical Time Management CLE

Learn how to take control of your workload, manage your busy schedule, focus on your priorities, and make your workday more productive by attending Practical Time Management tomorrow!

To Register

Select this link, click on 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.

Date – Time – Location

Wednesday, March 13, 2019 from 10:00 a.m. to 11:15 a.m. Pacific Time. This is a live, online webinar.

Program topics will include

Employing strategies to better manage time
Respecting the 80/20 rule, creating a daily plan, allowing buffer time, protecting your productivity, becoming a better estimator of billable work, staying on course with countdowns and weekly reviews, and more.

Coping with an overwhelming workload
Pausing new clients, scheduling a “catch up” day, letting go of non-critical projects, renegotiating deadlines, firing difficult clients, delegating, and outsourcing.

Overcoming procrastination
Selecting where and how to start, getting motivated, experimenting with Pomodoro and the Power of 3, clearing the clutter, managing big projects, and overcoming distractions.

Deploying organizational solutions
Implementing client policies, automating forms and workflows, creating checklists, investing in practice management software, optimizing email and text messaging, and considering apps designed to boost focus and rescue billable time.

Who should attend?

Lawyers, office administrators, legal staff – anyone interested in improving organizational and time management skills.

Group Discounts

Discounts are available to firms who wish to register 5 or more attendees. Contact beverly@oregonlawpracticemanagement.org prior to registering.

Questions & Live Polling

Questions are welcome during the live event. Attendees are also encouraged to participate in live, anonymous polling.

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

 

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