The Administrative Office of the Courts (AOC) will soon begin rolling out a new electronic system for case management and electronic filing (e-filing…
Statewide Electronic Filing is on the Way to Washington Courts
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Why text clients? Well, for starters it’s fast and convenient. Clients don’t need WiFi to reply. More importantly texts are read, with an open rate of 98% compared to email, at roughly 20%.
But with pros come cons.
The moment you begin using your personal phone to text clients, you’ve sacrificed your privacy. Reason enough to find an alternative. But the concerns don’t stop there.
Messages will always be held hostage on your device unless special steps are taken to incorporate them as part of the client file, a requirement of OSB Formal Opinion No. 2017-192 Client Property: Duplication Charges for Client Files, Production or Withholding of Client Files.
The solution? A business texting service, like Zipwhip.
If you’ve attended any of my CLEs, odds are you’ve heard me speak about this product. Please allow me the opportunity to refresh your memory with the features and advantages of business texting.
Security is always a concern with client communication. Zipwhip offers data encryption in transit and at rest. It also conforms with federal opt-out requirements, includes support for eDiscovery, and offers monitoring for spam and phishing messages. Like most services operating in the cloud, there may be occasions when Zipwhip has access to your content or data. Read the terms of service.
Zipwhip plans start at $35 per month. Annual plans are also available. Request a free trial here. All you need is a verifiable (working) phone number. There is no hardware to install and no need to contact your current phone provider.
If you want to compare Zipwhip to other business texting services, check out these resources: TextUs vs. Zipwhip, Zipwhip’s Competitors, Revenue, Number of Employees, Funding, and Acquisitions, and Top 30 Zipwhip Alternatives.
Business texting offers a huge advantage over personal texting. Consider implementing a solution like Zipwhip, or one of its competitors, to protect your privacy, improve access to client communication, and ensure preservation of messages.
Rest assured, this is not a paid endorsement of any kind. I’ve been a fan of this product going on three years, ever since I first read Bob Ambrogi’s LawSites blog post.
All Rights Reserved 2019 Beverly Michaelis
Don’t miss “Ethical Guidelines for Client Files” on June 7, 2017. Learn about OSB Formal Ethics Opinions 2016-191 – Client Property: Electronic-Only or “Paperless” Client Documents and 2017-192 – Client Property: Duplication Charges for Client Files, Production or Withholding of Client Files.
Standards governing retention and storage of client files – Is it ethical to store client files electronically? Do any exceptions apply? What duties does a lawyer have when using electronic-only storage?
When to charge for locating, segregating, or duplicating file material – When you can (and can’t) pass costs on to the client, whether client originals can ever be destroyed, and your ethical responsibilities to the “impecunious client.”
Appreciate the difference between ethical duties and discoverability – The interplay of the Oregon Rules of Professional Conduct vs. state and federal rules of civil procedure.
Throughout the program “best practice” tips will be shared.
Date/Time/Location
Wednesday, June 7, 2017 from 10:00 a.m. to 11:30 a.m. Pacific Time. This is a live, online webinar. Watch from your desktop computer or mobile device. Connect to audio via telephone or computer/device speakers.
Who Should Attend?
Lawyers, office managers or administrators, staff – anyone interested in learning more about Oregon’s new formal ethics opinions, 2016-191 and 2017-192.
Does the Program Include Written Materials?
Yes. Written materials will be distributed electronically to all registered attendees before the event.
Ask Questions/Participate in Live Polling
Questions are welcome during the live event. Attendees are also encouraged to participate in live, anonymous polling.
Registration Fee
$25 – Visit the Upcoming CLE page or click here, or choose the Register button below. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the registration price.
MCLE Credits
1.5 Ethics MCLE Credits pending.
Can’t Attend?
Video and audio recordings of Ethical Guidelines for Client Files will be available to download along with the program materials following the June 7 CLE. Price: $25. Contact me or visit my online CLE store after June 7.
All Rights Reserved [2017] Beverly Michaelis
Join me for a CLE on June 7, 2017 about OSB Formal Ethics Opinions 2016-191 – Client Property: Electronic-Only or “Paperless” Client Documents and 2017-192 – Client Property: Duplication Charges for Client Files, Production or Withholding of Client Files. Learn:
Standards governing retention and storage of client files – Is it ethical to store client files electronically? Do any exceptions apply? What duties does a lawyer have when using electronic-only storage?
When to charge for locating, segregating, or duplicating file material – When you can (and can’t) pass costs on to the client, whether client originals can ever be destroyed, and your ethical responsibilities to the “impecunious client.”
Appreciate the difference between ethical duties and discoverability – The interplay of the Oregon Rules of Professional Conduct vs. state and federal rules of civil procedure.
Throughout the program “best practice” tips will be shared.
Date/Time/Location
Wednesday, June 7, 2017 from 10:00 a.m. to 11:30 a.m. Pacific Time. This is a live, online webinar. Watch from your desktop computer or mobile device. Connect to audio via telephone or computer/device speakers.
Who Should Attend?
Lawyers, office managers or administrators, staff – anyone interested in learning more about Oregon’s new formal ethics opinions, 2016-191 and 2017-192.
Does the Program Include Written Materials?
Yes. Written materials will be distributed electronically to all registered attendees before the event.
Ask Questions/Participate in Live Polling
Questions are welcome during the live event. Attendees are also encouraged to participate in live, anonymous polling.
Registration Fee
$25 – Visit the Upcoming CLE page or click here, or choose the Register button below. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the registration price.
MCLE Credits
1.5 Ethics MCLE Credits pending.
Can’t Attend?
Video and audio recordings of Ethical Guidelines for Client Files will be available to download along with the program materials following the June 7 CLE. Price: $25. Contact me or visit my online CLE store after June 7.
All Rights Reserved [2017] Beverly Michaelis
Oregon Law Practice Management 