Division 1 of the Washington Court of Appeals recently issued a significant decision applying a new standard for former client conflicts in the disqualification context. In Plein v. USAA Casualty Insurance Company, the plaintiff homeowners filed an insurance “bad faith” claim against their property insurance carrier, defendant USAA, over coverage for a fire and subsequent…
Be more productive
What if you could improve workflows? Leverage technology and automation to save time? Overcome procrastination? You can with Practical Time Management. This CLE offers over 30 ideas and strategies to help you take control of your workload, manage your busy schedule, focus on your priorities, and make your workday more productive. Accredited by the Oregon State Bar and available in audio and video format here.
Harness best practices
Not sure whether your firm is applying best practices to key office operations? Learn about automating client intake, documenting representation, modernizing the engagement process, and more in Best Practices for Client Intake, Engagement & Workflow. Combine this program with Best Practices for Docketing, Conflicts, Disengagement & File Retention to cover your bases.
Watch each CLE over lunch and earn 1.0 General/Practical Skills MCLE credits. Available now at On Demand CLE..
Get jiggy with eCourt
Understand common eCourt mistakes and master electronic service with eCourt Malpractice Traps and Oregon eService. Topics include: relation back of filings, UTCR amendments, upgrades to Odyssey eFile & Serve software, 12 common eFiling errors, key eCourt resources, using eService, service of process in the eFiling world, identifying eService exceptions, service contact issues, service by email, and courthouse dos and don’ts.
Trust Accounting – basic and advanced
From managing bank charges and avoiding impermissible cushions to reporting overdrafts and addressing client fee disputes, Trust Accounting Fundamentals covers all the basics of how to properly operate your lawyer trust account.
Want to delve deeper into the ethics of IOLTA? Advanced Trust Accounting will show you how to safely manage wire and EFT transfers, use layaway payment plans, collect “first and last month’s rent,” manage evergreen retainers and hybrid fee agreements, receive third party payments, barter legal services, pass on credit card transaction fees, handle unclaimed funds, respond to garnishments and liens, disburse settlement proceeds if your client is missing, and more – believe it or not!
You’ll find 13 programs and a free eBook at on demand CLE. If it concerns law office operations, you’ll likely find it covered here.
Details for the detail minded
Q: What does my on demand CLE purchase include?
A: MP4 (video file), M4a (audio file), written program materials with presentation slides and resources, answers to polling questions addressed during the live CLE, MCLE Form 6 for self-reporting of MCLE credits.
Q: How are the video and audio files delivered?
A: Digital files are delivered instantly at checkout with your purchase confirmation email (look for the link). Download, stream, save to your Dropbox account, or send files to your mobile device or desktop computer.
Q: How much do CLEs cost?
A: On demand CLE programs are $25. The eBook, Tips for Improving Client Relationships, is free. All transactions are handled by Selz and protected with industry standard security, including encryption. The Selz platform is also PCI compliant. Visa, MasterCard, American Express, and Discover accepted.
All Rights Reserved 2019 Beverly Michaelis
The Washington State Bar Committee on Professional Ethics recently released advisory opinion No. 201802 addressing “quadripartite” relationships.
Tripartite relationships among an insurer, the insured, and defense counsel have been delineated extensively in both court decisions and advisory opinions. “Quadripartite” relationships, by contrast, are a fairly new development and remain comparatively unplumbed.
While the addition of a fourth party to the insurer/insured/defense counsel relationship is rare, it can occur. This raises the question: can defense counsel share confidential information with the fourth party?
The answer under advisory opinion no. 201802 is yes – if the client consents and if doing so is in client’s interest and does not jeopardize attorney/client or work product privilege.
Oregon has no opinion on quadripartite relationships.
All Rights Reserved 2019 Beverly Michaelis
From office system best practices to eService and advanced trust accounting – CLE offerings covered a wide array of topics this year. If you missed a program, don’t despair. Video and audio recordings are available to download from my online store. Here are the details:
Best Practices for Client Intake, Engagement & Workflow
OSB Program No.: 6724*9 (1.0 PS/general MCLE credits)
Recognizing the objectives and ethical traps of client intake, implementing the 7 key elements of intake forms, automating intake with ease, documenting representation, modernizing the engagement process using forms, brochures, automation, and eSignatures, using technology and staffing to improve workflow, and more.
Best Practices for Docketing, Conflicts, Disengagement & File Retention
OSB Program No.: 6724*10 (1.0 PS/general MCLE credits)
Represent clients effectively and ethically by applying best practice recommendations for docketing, conflicts, disengagement, and file retention. Includes docketing tips for eCourt practitioners, streamlining conflict checking, limiting liability exposure through proper disengagement, simplifying disengagement, and creating file retention policies, procedures, and checklists.
OSB Program No.: 6724*11 (1.25 PS/general MCLE credits)
For experts and novices alike – an opportunity to polish eService/eCourt skills and apply tips straight from the courthouse – or understand eService from the ground up. Includes how to eServe in four easy steps, six compelling reasons to use eService, identifying eService exceptions, responding to service contact issues, pursuing sanctions under UTCR 1.090(2), eService vs. service by email, courthouse dos and don’ts, and proper Certificates of Service.
Trust Accounting Fundamentals
OSB Program No.: 6724*12 (1.5 ethics MCLE credits)
From managing bank charges and avoiding impermissible cushions to reporting overdrafts and addressing client fee disputes – this program will provide a fundamental understanding of how to operate your lawyer trust account.
Advanced Trust Accounting
OSB Program No.: 6724*13 – 1.25 ethics MCLE credits
Delve deeper into the more advanced issues of trust accounting, including how to safely manage wire and EFT transfers, using layaway payment plans, collecting “first and last month’s rent,” managing evergreen retainers and hybrid fee agreements, receiving third party payments, bartering legal services, passing on credit card transaction fees, what to do with unclaimed funds, responding to garnishments and liens, how to disburse settlement proceeds if your client is missing, and more.
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.
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.
All Rights Reserved 2018 Beverly Michaelis
This is the last call for Best Practices for Docketing, Conflicts, Disengagement, and File Retention scheduled for April 11, 2018 from 10:00 a.m. to 11:00 a.m., PDT. This live, online webinar is the second in a two-part series on effective and ethical office systems.
- Learning the attributes of effective docketing systems
- Appreciating the duty of due diligence
- Docketing tips for eCourt practitioners: knowing where to go, forwarding notices, calculating deadlines, understanding the Register of Actions, enlisting proper email management
- Recognizing ethical traps
- Establishing system objectives: who to screen and when to screen
- Comparing software applications
- Streamlining conflict checking using forms, checklists, procedures, and letters
- Recording conflict results
Disengagement and file retention
- Meeting your ethical obligations under Oregon RPC 1.16
- Simplifying disengagement with forms
- Protecting clients and limiting liability exposure
- Creating policies, procedures, and checklists
- Accessing resources
$25 – Visit the Upcoming CLE page or choose the registration link below. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the registration price.
Are group discounts available?
Discounts are available to firms who register 5 or more attendees. Contact me for a discount code before you register firstname.lastname@example.org.
Do the Programs Include Written Materials?
Yes. Written materials are distributed electronically to attendees.
Are questions welcome?
Absolutely. Questions may be submitted any time during the live event or afterward via email. Attendees are also encouraged to participate in live, anonymous polling.
Where are the programs being held?
This program will be a live, online webinar.
1.0 practical skills pending.
Video and audio recordings of the April 11 CLE 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.