Best of 60 Tips in 60 Minutes – 2017 ABA TECHSHOW

Yesterday I shared the Best in Mobile Apps for IOS and Android from the 2017 ABA TECHSHOW.  Today: the Best of 60 Tips in 60 Minutes with ideas on:

  • Blockchain Technology [A direct payment solution that bypasses banks]
  • Document and Workflow Automation
  • Document Indexing
  • Email
  • eSignatures
  • Facebook Advertising
  • Hardware Hacks
  • Lawyer Websites
  • Meeting Apps
  • Microsoft Office
  • Mirroring Content from Mobile Devices
  • Mobile Scanners
  • Note Taking
  • Online Collaboration
  • Online Intake
  • Organization
  • Outsourcing Tasks
  • Practice Management Software
  • Productivity
  • Proofreading
  • Saving Money
  • Scheduling Assistants
  • Security
  • Social Media Management
  • Slide Presentations
  • Spam
  • Timekeeping
  • Travel
  • Virtual Assistants
  • Web Conferencing

For a recap, click here or on the image below.

Ethical Issues and Responsibilities in Billing for Paralegals

On July 25 I am presenting Ethical Issues and Responsibilities in Billing for Paralegals on behalf of the National Business Institute and Institute for Paralegal Education.  This program is a practical course designed to enlighten attendees on using ethical billing practices while still satisfying billable hour requirements.  Here are the details:

Program Description

The requirement of paralegals to maintain a certain number of billable hours can sometimes lead to a slippery slope of what qualifies as billable. As you enter your time, you need to be conscious of the fact that every bill tells a story. What do your entries convey? Is your time frequently written off? Do clients fail to appreciate the value of your services? Examine hands-on, practical tips any one can implement so you can avoid ethical missteps and see immediate improvement in your overall productivity and billing practices.

Attendees Will Learn

  • The three key steps to success in billing
  • How to keep time accurately – even if you don’t have sophisticated software
  • How to avoid time being written-off or written down
  • How to manage your time to meet monthly/annual billable hour requirements
  • The magic formula for transforming time entries into the perfect bill
  • The ethics of billing: dos, don’ts, and the role of professionalism
  • Landmark cases establishing the client’s right to collect paralegal fees in conjunction with an attorney fee award
  • Tips for beginners

Who Should Attend

  • Paralegals
  • Legal Assistants
  • Anyone who bills time

CLE Credit

The program has been accredited for 1.0 ethics credits in Washington, California, Delaware, Florida, Indiana, Montana, North Carolina, Ohio and New Mexico.  NALA and NFPA have also accredited the program for 1.0 ethics credits.  Detailed information is available here.

Registration

Register now by following this link.  This is a Web-based audio program, which includes a Q & A session.  Upon registering, attendees will have access to the downloadable coursebook.  Cost:  $99.00 for the first registrant; $89.00 for each additional registrant.

All Rights Reserved [2014] Beverly Michaelis

 

Choosing Legal Billing Software

4-30-2013 1-49-03 PMShould time and billing be integrated with your practice management software?  Or are you better off with a stand-alone program?  Before deciding, do your homework.  Here are some useful links and posts:

Software Comparison Charts and Buying Guides

Time and Billing Software Comparison Chart – ABA Legal Technology Resource Center

Buyer’s Guide to Legal Billing Software – Technolawyer

Billing and Practice Management Software Integration

Avoid Mistakes with Time, Billing and Accounting Software

System Considerations: Cloud, Hybrid Cloud, Mobile Timekeeping, Auto Capture

Ten Things You Need to Know About Back-Office Systems – ABA GP/Solo

Options for Mac Lawyers

The Fine Art of Getting Paid on a Mac – ABA Law Practice TODAY

Best Practice Tips

Billing & Collections – ABA Law Practice TODAY

ABCs of Best Billing Practices – ABA Webinar

Finance: Timekeeping by the Numbers – ABA Law Practice Magazine

The Best of TECHSHOW – Tablet and Smartphone Apps

This is another post from my “best of” ABA TECHSHOW series.  Today  – supercool apps for tablets and smartphones.

Build a Visual Timeline

BeeDocs  – This app turns a dull timeline into an engaging 3D/multimedia presentation.  Chart dates, times, amounts, distances, prices, quantities – just about anything – in a visually appealing format to help clients (or jurors) better understand historical events.  Publish to the Web, create presentations, or add a visual timeline to a PDF.

Settlement Apps

Picture It Settled – Helps parties evaluate cases with probabilistic scenarios.  Draws on historically successful negotiating rounds to help users plot successful negotiation moves.  Uses the Settlement Prophet™ application to project when the parties are likely to settle and the amount of the settlement.

Scanning on the Go

Genius Scan, Scanner Pro, Text Grabber – Scan, crop, straighten, organize, and share images or documents quickly and easily by e-mail or through cloud services like Dropbox and Evernote.

158_iPhone_img3World Card – Capture business cards and sort them automatically by name, company, position, address, phone number, e-mail address and other fields.  Exports to address book – no more entering information manually.

Office Suite Productivity

OfficeSuite Pro 7 (Android only) and QuickOfficePro (Android and iOS) – Word, Excel, PowerPoint, and PDF for mobile users.

CloudOn – The full power of applications like Microsoft Office®, the convenience of cloud storage and more—all in your very own workspace in the cloud. Best mobile app for redlining/tracked changes.

iPadObjectTimekeeping

iTimeKeep – Enter time from anywhere, securely access matters back at the office, apply billing codes to time entries, run spell check.  Free trial version available from the App store.

Presentation Apps

Haiku Deck and SlideShark – Solid choices for presentation apps. Haiku Deck impresses with amazing images.  SlideShark is ideal for conversion of PowerPoint slides created on your desktop.

PDF and File Management Appsgr-icon-96

PDF Expert – Simple PDF conversion and markup. Integrates with Dropbox.  Easy to use signature feature, compatible with fillable forms.  Goodreader – The “Swiss Army Knife” of PDF readers with the ability to replicate desktop file management and structures.

Notetaking on the Fly

OneNote Mobile (free for up to 500 notes), Notability (syncs with Dropbox), Penultimate (syncs with Evernote), and Noteshelf (file notes into different books, download templates and themes including planners, grid paper, stationery, and more.)

Security Apps

1PasswordPro – 1Password will securely store your important information and automatically log you in to Web sites with a single tap.  No need to remember your username, password, or even the Web site address.

Lookout – Virus protection, backup, and location of your missing device.

Thanks to

Tom Mighell, James Province, Jeffrey Taylor, Ben Schorr, Dan Pinnington, and
Mark I. Unger for all the great apps!

All Rights Reserved – Beverly Michaelis – 2013

Ethical Issues and Responsibilities in Billing for Paralegals

On Tuesday, April 10 I will be presenting the NBI program: Ethical Issues and Responsibilities in Billing for Paralegals.  If you are a lawyer utilizing paralegals in your practice, I hope you support continuing legal education for staff and will register your paralegal for this program.  Here are the details:

Webinar Times (April 10)

  • Eastern  4:00 pm-5:00 pm
  • Central  3:00 pm-4:00 pm
  • Mountain  2:00 pm-3:00 pm
  • Pacific  1:00 pm-2:00 pm

Program Description

The requirement of paralegals to maintain a certain number of billable hours can sometimes lead to a slippery slope of what qualifies as billable. As you enter your time, you need to be conscious of the fact that every bill tells a story. What do your entries convey? Is your time frequently written off? Do clients fail to appreciate the value of your services? Examine hands-on, practical tips any one can implement so you can avoid ethical missteps and see immediate improvement in your overall productivity and billing practices.

Who Should Attend

This practical course will enlighten attendees on using ethical billing practices while still satisfying billable hour requirements. Those who should attend include:

  • Paralegals
  • Legal Assistants
  • Legal Support Staff

Course Content

  • Ethical Billing Practices
  • The Relationship Between Professionalism and Billing
  • How to Avoid Crossing the Line (Unlawful Practice of Law)

Register here.  (Cost $99.)