Best Practices – eService, Workflow, Trust Accounting and Beyond

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.

Oregon eService
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.

Free eBook!

If you visit my online store, be sure to download your free copy of Tips for Improving Client Relationships.

Secure payment processing

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All Rights Reserved 2018 Beverly Michaelis

Oregon eService CLE

Registration is now open for
Oregon eService, scheduled for June 6, 2018 from 10:00 a.m. to 11:15 a.m., PDT.

This live, online webinar is for experts and novices alike. An opportunity to polish skills and apply tips straight from the courthouse or understand eService from the ground up.

Topics include:

Using eService

  • How to eServe in four easy steps
  • Service of process in the eFiling world: UTCR 21.100
  • Six compelling reasons to use eService

Identifying eService Exceptions

  • To eServe or not to eServe

Responding to Service Contact Issues

  • Requirements of UTCR 21.100(2)(a)
  • Pursuing sanctions under UTCR 1.090(2)
  • Best practice recommendations

Deliberating the Case of: eService vs. Service by Email

  • UTCR 21.100(4) vs. ORCP 9G
  • Pros, cons, and myths of service by email
  • Best practice recommendations

Drawing on Courthouse Wisdom: Do’s and Don’ts

  • How to use the “filing on behalf of” field
  • Should you or shouldn’t you serve yourself?
  • Multiple service methods
  • How to copy firm members on filings
  • Proper Certificates of Service
  • And more!

Getting Help and Improving eFile & Serve

  • Get assistance and give your input

Register Now
$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.

REGISTER NOW
Oregon eService CLE

 FAQs

Are group discounts available?
Discounts are available to firms who register 5 or more attendees. Contact me for a discount code before you register: beverly@oregonlawpracticemanagement.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 is the program being held?
This program is a live, online webinar.

MCLE Credits
1.25 practical skills/general MCLE credits have been approved by the Oregon State Bar.

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.

Best Practices for Docketing, Conflicts, Disengagement, and File Retention

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.
Topics include:

Docketing

  • 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

Conflicts

  • 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

Register Now
$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.

REGISTER NOW
Best Practices for Docketing, Conflicts, Disengagement, and File Retention

 FAQs

Are group discounts available?
Discounts are available to firms who register 5 or more attendees. Contact me for a discount code before you register beverly@oregonlawpracticemanagement.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.

MCLE Credits
1.0 practical skills pending.

Can’t Attend?
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.

Best Practices for Client Intake, Engagement, and Workflow

This is the last call for Best Practices for Client Intake, Engagement, and Workflow scheduled for March 28, 2018 from 10:00 a.m. to 11:00 a.m., PDT. This live, online webinar is the first of a two-part series on effective and ethical office systems.
Topics include:

Intake

  • Recognizing objectives and ethical traps
  • Implementing the 7 key elements of effective intake forms
  • Building in accountability to prevent mistakes
  • Automating intake with ease

Engagement

  • Documenting representation: why bother?
  • Appreciating the ethical implications of engagement vs. nonengagement
  • Finding alternatives when a nonengagement letter can’t be sent
  • Modernizing the engagement process using forms, brochures, automation, and eSignatures

workflow

  • Identifying barriers to improving productivity: what’s stopping us?
  • Exploring the connection between bar complaints and poor workflow management
  • Setting objectives using automation, integration, and delegation
  • Using technology and staffing to improve workflow

Your office systems are the backbone of everything you do. Don’t miss out!

Register Now
$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.

REGISTER NOW
Best Practices for Client Intake, Engagement, and Workflow

Coming April 11, 2018 –
Best Practices for Docketing, Conflicts, Disengagement, and File Retention

In this second part of our two-part series, we will cover:

Docketing

  • 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

Conflicts

  • 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

This program is scheduled for Wednesday, April 11 from 10:00 a.m. to 11:00 a.m., PDT.

Register Now
$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.

REGISTER NOW
Best Practices for Docketing, Conflicts, Disengagement, and File Retention

 FAQs

Are group discounts available?
Discounts are available to firms who register 5 or more attendees. Contact me for a discount code before you register beverly@oregonlawpracticemanagement.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?
Both programs are live, online webinars.

MCLE Credits
1.0 practical skills pending for each program.

Can’t Attend?
Video and audio recordings of the March 28 and April 11 CLEs will be available to download along with the program materials shortly after the live program events.
Price: $25. Contact me or visit my online CLE store to place an order.

CLE Series: Best Practices for Effective and Ethical Office Systems

Your office systems are the backbone of everything you do. Join me for CLEs on Wednesday, March 28, 2018 and April 11, 2018 and learn how to implement best practices for client intake, engagement, workflow, docketing, conflicts, disengagement, and file retention.

Register Now
$25 – Visit the Upcoming CLE page or choose one of the registration links below. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the registration price.

REGISTER NOW
Best Practices for Client Intake, Engagement, and Workflow

REGISTER NOW
Best Practices for Docketing, Conflicts, Disengagement, and File Retention

Location
Both programs are live, online webinars.

Who Should Attend?
Lawyers, office administrators, or staff – anyone interested in improving office systems.

Program Details
Best Practices for Client Intake, Engagement, and Workflow
March 28, 2018 CLE – 10:00 a.m. to 11:00 a.m. Pacific

Intake

  • Recognizing objectives and ethical traps
  • Implementing the 7 key elements of effective intake forms
  • Building in accountability to prevent mistakes
  • Automating intake with ease

Engagement

  • Documenting representation: why bother?
  • Appreciating the ethical implications of engagement vs. nonengagement
  • Finding alternatives when a nonengagement letter can’t be sent
  • Modernizing the engagement process using forms, brochures, automation, and eSignatures

workflow

  • Identifying barriers to improving productivity: what’s stopping us?
  • Exploring the connection between bar complaints and poor workflow management
  • Setting objectives using automation, integration, and delegation
  • Using technology and staffing to improve workflow

Best Practices for Docketing, Conflicts, Disengagement, and File Retention
April 11, 2018 CLE – 10:00 a.m. to 11:00 a.m. Pacific

Docketing

  • 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

Conflicts

  • 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

FAQs

Are group discounts available?
Discounts are available to firms who register 5 or more attendees. Contact me for a discount code before you register beverly@oregonlawpracticemanagement.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.

MCLE Credits
1.0 practical skills pending for each program.

Can’t Attend?
Video and audio recordings of the March 28 and April 11 CLEs will be available to download along with the program materials shortly after the live program events.
Price: $25. Contact me or visit my online CLE store to place an order.