Starting today through December 31 get 50% off all CLEs by entering the code SAVE50 at checkout! Visit
and choose from any of these programs: Oregon Law Practice Management On Demand CLE Oregon-Specific Ethics Credits
General Ethics Credits
Practical Skills/General Credits
Personal Management Assistance Credits
Use the SAVE50 discount
select your programs, then click the shopping cart icon at the top right of your screen. Choose Browse the CLEs, Checkout, enter SAVE50 in the discount field, and click Apply. 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
, or send files to your mobile device or desktop computer. Dropbox Add credits now to your MCLE transcript
After you screen a program, you can add it immediately to your online Oregon State Bar MCLE transcript record.
. Download the instructions here
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 information Free eBook!
If you visit my
, be sure to download your free copy of online store Tips for Improving Client Relationships. Secure payment processing
All transactions are handled by Selz and protected with encryption. Selz is SSL secure and PCI compliant. Visa, MasterCard, American Express, and Discover accepted.
Click here to buy CLEs and save money!
Posted in Client Relations, Collections, Confidentiality, Conflicts, Court Procedure, Credit Cards, E-Court, E-Mail, eBooks, Ethics, Fees, Financial Management, Fraud Prevention, IOLTA, Malpractice Avoidance, Marketing, Office Systems, Resources, Social Media, Solo Practice, Staff, Technology |
Tagged abandoned funds, Apps, Automation, Beverly Michaelis, Billing, CLE, Client Intake, Client Relations, client screening, cloud computing, Collections, confidentiality, conflicts, conflicts of interest, Credit Cards, Deadlines, disengagement, Docketing, ecourt, efiling, email, eservice, ethical, Ethics, fee agreement, fee agreements, Fees, file retention, Finances, Financial Management, fraud, IOLTA, law, Law Practice Management, lawyer trust account, legal, Malpractice, Marketing, Metadata, Office Systems, Oregon, Oregon law practice management, Oregon Rules of Professional Conduct, organization, paperless, privacy, productivity, security, Social Media, social networking, Solo Practice, Staff, Technology, theft, time management, trust accounting, unclaimed funds, UTCR, withdrawal, workflow |
Join me for a CLE on Wednesday, October 2, 2019 and learn how to implement best practices for getting paid. Topics include:
Communicating with clients about fees
Maintaining client relationships to avoid disputes
Modernizing billing and payment practices
Creating fee agreements to meet the needs of today’s clients
Collecting accounts – practical and ethical considerations
Wednesday, October 2, 2019 from 10:00 a.m. to 11:30 a.m. Pacific Time. This is a live, online webinar.
Who Should Attend?
Lawyers, office administrators, and staff – anyone interested in exploring how to improve billing and collections.
How to Register
Registration will open soon. Watch this blog for the announcement. Cost: $25. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the registration price.
All Rights Reserved  Beverly Michaelis
Posted in Conflicts, Ethics, Fees, Malpractice Avoidance, Office Systems |
Tagged accounts receivable, best practices, Beverly Michaelis, CLE, Client Relations, collection, disengagement, engagement, ethical, Ethics, fee agreements, Fees, Office Systems, Oregon law practice management, unbundling |
The Fifth Edition of the
OSB publication, Fee Agreement Compendium, is now available on BarBooks.
Ethics Issues Arising in Fee Agreements
Truth in Lending Act and Attorney Fee Agreements
OSB Fee Dispute Resolution Program
Drafting Tips for Fee Agreements
Retained or Not Retained–You May Need to Prove It
IOLTA in Relation to Fee Agreements
And 14 sample forms, including 9 addressing specific practice areas
Get answers to your frequently asked questions
Credit cards and installment payments
Does the Truth-in-Lending-Act prohibit me from passing on credit card surcharges to clients? §3.9
What are the implications of taking installment payments from clients? §3.4
Should I “bundle” or “unbundle” client costs? §2.3
What are the tax consequences of advancing costs for a client? §2.5-2
Am I personally liable for costs if the client doesn’t pay? §2.7
What are the 10 best tips for drafting fee agreements? §5.2
What are the perils of an ambiguous fee agreement? §5.1-3
Should I, or shouldn’t I, use OSB Fee Dispute Resolution? §4.1-1 through 4.1-3.
Referral fees, splitting fees, and limited scope representation
What are the rules on referral fees? Splitting Fees? §1.1-7, §12.1 through 12.2-4.
How should I craft a limited scope representation agreement? §10.1 through 10.2.
(See the cited sections for answers.)
Fee Agreement Compendium has always been a treasure trove of resources and tips. Download the PDF from BarBooks today.
All Rights Reserved – 2018 – Beverly Michaelis
Posted in Ethics, Fees, Financial Management, Resources |
Tagged BarBooks, Beverly Michaelis, Ethics, Fee Agreement Compendium, fee agreements, Oregon law practice management, Oregon State Bar, OSB, OSB BarBooks |