Tag Archives: tasks

Don’t Miss Out on the Latest Tech Tips, Workflow Hacks, Apps, and Gadgets

Posted on by
Reply

Don’t miss out on the latest technology tips, workflow hacks, apps, and gadgets for the busy legal professional. Register now to attend Technology Tips for Busy Legal Professionals. Designed for lawyers, legal staff, and office administrators – anyone interested in law office technology and automation.

Here are just a few of the topics

3 ways to automate workflows, the importance of practice management integration, better email management and document drafting with apps, ink-to-digital notebooks, specialty legal keypads, a smart conference room camera that tracks and follows speakers, creating a free online profile, ethically-compliant business texting, online contract lawyering resources, four legal research options using artificial intelligence, creating a 30-minute mission statement, rewarding referral sources, benefitting access to justice, and outsourcing in 5 minutes.

When & Where: Wednesday, May 1, 2019 from 10:00 a.m. to 11:00 a.m. Pacific Time. This is a live, online webinar.

Group Discounts: Available to firms who wish to register 5 or more attendees. Contact me for more information.

Participate in Polling & Ask Questions: Questions are welcome during the live event. Attendees are also encouraged to participate in live, anonymous polling.

How to Register

Click here, choose 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.

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.

Don’t Miss Out!

All Rights Reserved 2019 Beverly Michaelis

 

 

All Rights Reserved 2019 Beverly Michaelis

 

Technology Tips for Busy Legal Professionals

Posted on by
Reply

Join me on May 1 for a fast-paced and entertaining CLE covering the latest in technology tips, workflow hacks, apps, gadgets, useful websites, and practice shortcuts for the busy legal professional. Designed for lawyers, legal staff, and office administrators – anyone interested in law office technology and automation.

Here are just a few of the topics

3 ways to automate workflows, the importance of practice management integration, better email management and document drafting with apps, ink-to-digital notebooks, specialty legal keypads, a smart conference room camera that tracks and follows speakers, creating a free online profile, ethically-compliant business texting, online contract lawyering resources, four legal research options using artificial intelligence, creating a 30-minute mission statement, rewarding referral sources, benefitting access to justice, and outsourcing in 5 minutes.

When & Where: Wednesday, May 1, 2019 from 10:00 a.m. to 11:00 a.m. Pacific Time. This is a live, online webinar.

Group Discounts: Available to firms who wish to register 5 or more attendees. Contact me for more information.

Participate in Polling & Ask Questions: Questions are welcome during the live event. Attendees are also encouraged to participate in live, anonymous polling.

How to Register

Click here, choose 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.

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

 

Last Call: Practical Time Management CLE

Posted on by
Reply

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

Posted on by
1

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 here, 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.

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

 

The Importance of Following Up

Posted on by
1

Today’s post is inspired by Ben Schorr, technologist and senior content developer with Microsoft, who has “been in this business long enough to remember when Al Gore invented the Internet.”

Being the all-around smart guy that he is, Ben recently posted:

Follow-up is one of the most important skills you can have in business.

Ben couldn’t be more right, and let me tell you why.

Clients

When is the last time you checked in with your clients? Asked how they are faring? Provided them with a status update?

Nothing is more aggravating to clients (and more damaging to client relations) than failing to follow-up. Avoid this trap by establishing an office system that reminds you to reach out and make contact.  It can be as simple as a tickler system or reminder app. Consider the advantages of interactive web portals that offer clients 24/7 access and apps like Zipwhip that let you send scheduled texts and auto-replies to clients.  Are phones overwhelming you? Worried about missing client calls? Start using Call Ruby. (Discounts are available to Multnomah Bar Association members.)

Tasks and Deadlines

Always create follow-up reminders for all outstanding to-dos and deadlines – particularly those that require action from someone else.

  • Include everything to ensure you get what you need to complete tasks on time and avoid a potential malpractice claim.
  • Include everyone who owes you information, documents, or an undertaking. Clients, co-counsel, opposing counsel, associates, staff, medical providers, investigators, and process servers are the tip of the iceberg.

Staff

Staff also deserve follow-up. Brief weekly meetings can cover a lot of ground: staff workloads, pending projects, your schedule, and responding to staff questions. For tips on working with and delegating to staff, see Revisiting Smart Delegation.

Finances

It’s been almost 7 years since I penned Accounts Receivable Do Not Improve Like Fine Wine, but the advice has not changed. You simply must follow-up on your finances:

Marketing and Business Goals

Follow-up is key when it comes to goal setting. Start by quantifying what you want to achieve, then be accountable (that’s the follow-up part). Whether it’s a business plan or a marketing plan, you are only cheating yourself if you don’t take the time to measure your results.

I’ve written extensively about marketing this year and prior years, both incidentally and deliberately.  If you’re looking for social media tips, resources for market research, how to calculate your marketing costs per case – you’ll find those posts here.  Use the Search feature at the top of my blog or under Categories choose “Marketing.” Whatever you do: follow-up!

All Rights Reserved 2017 Beverly Michaelis