Resolve to Improve Your Practice in the New Year

What are your New Year’s resolutions?

 

You don’t really have to choose, because in 2020 you’ll see posts on all these topics and more!

STREAMLINE YOUR PRACTICE IN THE NEW YEAR

We begin the year with a Fresh Start.  If you’ve ever felt disorganized or overwhelmed, this post is for you.  No habit or office system is written in stone.  You can make adjustments, update your practices, or create new procedures. For a kickstart, visit this blog next Monday.

BETTER CLIENT MANAGEMENT

Recommitting to marketing and client retention begins with understanding how to control and relate to clients.  Download my free eBook, Tips for Improving Client Relationships.

SHOW ME THE MONEY

Collecting fees is a battle every lawyer fights. We’ll start the new year with a deeper understanding of fee agreements, billing, and collections.

BETTER TECH FOR EVERYONE

Every year brings new tech tips, gadgets, and websites worth your time and investment. If you just can’t wait, check out 2019’s Technology Tips for Busy Legal Professionalsfeaturing workflow automation, the importance of practice management integration, better email management and document drafting with apps, ink-to-digital notebooks, specialty legal keypads, smart conference room cameras, how to create a free online business profile, ethically-compliant business texting, online contract lawyering resources, AI-powered legal research, and more.

Happy New Year!

Tumalo River

All Rights Reserved – Beverly Michaelis 2020

Happy Holidays

Wishing you and yours a wonderful holiday season!

A Scam in Time for Christmas

Law firms routinely collect and issue W9 and 1099 forms. But if you receive an email requesting a tax form and weren’t expecting it, think twice. Ask yourself:

  • How did the email arrive? Via a website contact form, via your blog, or addressed to a specific person in your firm who would deal with such matters?
  • Do you recognize the sender?
  • Does the sender’s domain exist?
  • Does contact information given in the email match what you find on the web?
  • Do your records reflect that you did business with the sender this year?
  • Does any part of the email message seem “off?”

Remember scams can seem innocuous, even apologetic:

We are updating our new financial software and see that we don’t have a current W-9 or your tax id number in our system. If we could get this at your earliest convenience that would be wonderful. We realize and understand that you are tax exempt, but we would love to have the information fully entered into your new system. Thank you for your help and understanding. If you would like you can fax it to XXX-XXX-XXXX.
Have a great day!

When a request seems fishy (we understand you are tax exempt?) or oddly worded (we would love to have the information fully entered into your new system?!) take the time to independently verify legitimacy. Check your records, run a web search on the purported sender, and pick up the phone. Don’t use the contact information given in the suspicious email. Avoid replying, submitting a fax, or clicking on any links the message may include. Most importantly, educate staff on all levels and keep your antennae up for new variations of scams.

All Rights Reserved 2019 Beverly Michaelis

CLE Sale – Buy 2, Get 1 Free

MCLE season is upon us. Starting today through December 31, buy two CLE programs and get a third one free by entering the code BUY2 GET1FREE at checkout! All CLEs are current and accredited by the Oregon State Bar. Visit Oregon Law Practice Management On Demand CLE and choose from any of these programs:

Oregon-Specific Ethics Credits

General Ethics Credits

Practical Skills/General Credits

Personal Management Assistance Credits

Save with the BUY2 GET1FREE discount

Browse the CLEs, select 3 programs, then click the shopping cart icon at the top right of your screen. Choose Checkout, enter BUY2 GET1FREE 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 Dropbox, or send files to your mobile device or desktop computer.

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 online store, be sure to download your free copy of 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!

All Rights Reserved 2019 Beverly Michaelis