Strengthening Client Relationships During COVID-19

Client needs are evolving. Has your service model kept pace?
Learn how to innovate and adapt to build better, sustainable relationships.

This program will focus on:

Identifying changing client needs
Becoming more client-centric
Advancing client service through technology
Adapting your communication style
Maximizing social media and website content to reassure clients
Developing flexible fee arrangements and billing practices
Improving client retention and renewing relationships

Date/Time/Location

Wednesday, December 2, 2020 from 10:00 a.m. to 11:00 a.m. Pacific Time.  This is a live, online webinar. 

Register Now!

Registration is open for Strengthening Client Relationships During COVID-19.

Who Should Attend?

Lawyers, legal staff, conflict managers, or office administrators – anyone interested in improving client relationships during challenging times.

Group Discounts

Discounts available to firms who wish to register 5 or more attendees. Contact organizer to arrange a discount code before registering: beverly@oregonlawpracticemanagement.org.

Does the Program Include Written Materials?

Yes. Written materials will be distributed electronically to attendees.

Questions, Live Polling, and MCLE

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

All Rights Reserved 2020 Beverly Michaelis

Help with Working from Home

Now that you’re working from home, you might have a few questions on your mind. Perhaps you’re thinking about:

Using technology effectively
Managing your time and avoiding procrastination
Getting paid
Working with clients who are under stress
Operating your trust account remotely
Streamlining office systems
Sharing and storing electronic client files

How can you get answers quickly and efficiently?

Watch a CLE webcast.

From now through June 1, 2020 save 25% on all orders placed through my On Demand CLE store. Select the Buy Now button for any CLE, enter the discount code WFH and choose Apply.

Choose from 16 Titles

Details

All programs are current and accredited by the Oregon State Bar.  Visit my online store for details. Every discounted CLE purchase includes: MP4 download (combined audio and video file), M4a download (audio only), written program materials with presentation slides and resources, and answers to polling questions asked during the live CLE.

Still Have Questions?

Ask me! Send your questions through my confidential, private contact form at no charge. I’m happy to help.

Suggestions about Future CLE Topics?

I’d love to have them. Use my confidential, private contact form and send me your requests.

Stay safe!

All Rights Reserved 2020 Beverly Michaelis

Using Zoom for Video Conferencing

I love Zoom, but like any tech, there are potential vulnerabilities for new users.

Protect your Zoom account and avoid Zoombombing (aka hacking) by following these suggestions:

  • Be wary of links. Login at Zoom directly rather than using the meeting link. Enter the provided meeting ID to join a meeting.
  • Set screen sharing to host only. Doing so prevents your meeting from being hijacked by a hacker.
  • Use the waiting room feature to prescreen and approve attendees.
  • Try Zoom webinars instead (this is the method I use for all my CLEs). Webinar settings offer advanced controls, including several approaches to prescreening attendees.

Read more about these safety tips here.

Are Zoom Conferences Recorded?

Webinars

When I conduct Zoom CLE webinars, I record them. This is a setting I activate as host. It isn’t automatic.

Meetings

Zoom meetings are recorded by default. Zoom help explains this and instructs hosts on how to change settings. This is one area where the USA Today article is misleading. For information on Zoom encryption, see this.

Give Others a Heads Up

No matter what you do, it is common sense to give clients and others a heads up on how your video meeting will be conducted. Advise if you plan to record. Let attendees know if your conference is listen only, whether they can raise their hand, or submit questions.

Documenting Your File

Recordings have their place. For example, preserving the meeting as part of your file. Advanced settings in Zoom allow you to include all participant names, add a time stamp, save chat files, and automatically transcribe audio.

All in all, Zoom is a pretty terrific tool.

All Rights Reserved 2020 Beverly Michaelis