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

 

 

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]

Revisiting eFiling Tips

Are you an eFiling expert? Even so, it never hurts to refresh your memory on the
“best of” eFiling tips. Here are some from our friends at Smokeball, purveyors of law practice management software:

Use a separate and distinct eFiling email address
This ensures that important court notices won’t get buried in your unread work or personal messages.

Check your spam and junk email folders
Court mail lands here more often than you might think.

Whitelist important senders
While not full proof, this step at least offers some assurance that messages are more likely to make it to your inbox. Learn more here.

Check the online court docket
This is a simple and effective way to verify that you’ve captured important court deadlines in your calendar.

Don’t wait until the last-minute
Last-minute filings are more likely to go wrong than right. Give yourself a cushion of time to do the job right – and recover from any mistakes.

Sound familiar? I’ve made these same points many times here, in CLEs, and elsewhere. See Nuts and Bolts of Oregon eCourt and Zero Tolerance for e-Filing Error.

Are you an eFiling novice?

If so, check out the “Oregon eFiling Checklist for First Time eFiler,” on the Professional Liability Fund website. From the homepage, select Practice Management > Forms > eCourt. For a thorough overview of eCourt malpractice traps, see my 2017 CLE.

The case for Oregon eService

Read the October issue of the Oregon State Bar Bulletin featuring “The Case for Oregon eService: An Underused Asset.” If you missed the Oregon eService CLE earlier this year, consider ordering the video or audio recording. Answers to frequently asked questions may be found here.

All Rights Reserved – 2018 – Beverly Michaelis

Using Contract Lawyers

Contract lawyers can play an essential role in managing workflow. Here are five quick tips from Law Practice Today on using freelancers effectively:

  • Get client consent.
  • Decide whether the contract lawyer will have client contact (if so, this affects the contract lawyer’s liability coverage status in Oregon).
  • Supervise! Overseeing the work of a contract lawyer is your ethical duty. Outsourcing lawyers should also be sensitive to the impression the contract lawyer makes on the client, particularly if they engage in client communication.
  • Beware of potential unauthorized practice of law. Ensure the contract lawyer is licensed to deliver services in the state of the client’s legal issue.
  • Don’t hesitate to bill for the contract lawyer’s services at prevailing market rates. I would add: include this cost (or fee) in your client engagement letter.

If you are considering hiring a contract lawyer (or want to offer your services on a contract basis), check out the following resources from the Professional Liability Fund:

  • Contract Lawyers Checklist
  • Contract Project – Letter of Understanding
  • Contract Project Intake Sheet
  • Independent Contractors or Employees
  • Letter Declining Contract Project

From the PLF home page, select Practice Management > Forms > Contract Lawyering. A number of CLEs are also available under the CLE > Past CLE heading:

  • Contract Lawyers CLE: Conflicts
  • Contract Attorneys: Managing Expectations and Getting Paid
  • Practical Contract Lawyering

To learn about Oregon malpractice coverage for contract lawyers and qualifying for a “supervised attorney” exemption, contact the PLF at 503.639.6911 or 800.452.1639 and ask for Jeff Crawford or Emilee Preble.

The Oregon Women Lawyers operate a Contract Lawyers Listserve for members. To join or use the service, visit the OWLS website.

All Rights Reserved – 2018 – Beverly Michaelis