Streamline, Organize, and Improve Your Office

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!

Lucky 13

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

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

 

Practical Time Management

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 on March 13, 2019.

To Register

Click hereclick 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.

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.

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.

Register now!

All Rights Reserved 2019 Beverly Michaelis