Ethics, Technology, Uncategorized

Managing Data in Your Client Files

Psst.!  We have a new co-Author - Bill Cobb, Assistant General Counsel in the State Bar's Office of the General Counsel.  You will learn more about him later.   Data is big right now!  How do you secure all of the information that comes into your possession or knowledge, especially the digital data that just doesn’t… Continue reading Managing Data in Your Client Files

Facilities Management, Finance, Human Resources Management, Marketing, Practice Management, Technology

Take Charge – What a Successful Solo and Small Firm Conference Looks Like

Well, I wasn't in attendance this year, as I was out on a leave of absence.  Bummer!  But, if what I have heard since my return to work is any indication of what the attendees at this year's Solo and Small Firm Institute enjoyed, this was a successful solo and small firm conference!  Because pictures can speak… Continue reading Take Charge – What a Successful Solo and Small Firm Conference Looks Like

Technology

DAY 1 at ABA TECHSHOW 2016

Day 1 was a whirlwind of activity. Here's a quick snapshot: After a great meeting the day before with the Bar Leader Institute attendees - I presented on a panel on Managing Technology with Catherine Sanders Reach, Danielle Hall, and Jim Calloway at a pre-session - I started the day attending the TECHSHOW Opening Session… Continue reading DAY 1 at ABA TECHSHOW 2016

Technology

ABA TECHSHOW 2015 – Next Month in Chicago!

If you don't already have your registration confirmation for this year's ABA TECHSHOW, then you need to hurry and sign up! I truly enjoyed leading the conference on last year, and having the opportunity to make it a record-breaking year for the ABA Law Practice Division's program.  But, I am just as excited about this year.… Continue reading ABA TECHSHOW 2015 – Next Month in Chicago!

Practice Management, Technology

Top Things for 2015 – That You Might Have Missed in 2014

Start 2015 with a review of all of your advertising materials to make sure that they are in compliance with the revised Rule 7.2 which became effective in March 2014.  The most common problem we’ve seen is the failure to include the lawyer or firm’s address in advertising.  Please be aware that the requirements of… Continue reading Top Things for 2015 – That You Might Have Missed in 2014

Ethics, Practice Management, Technology

Holiday Cheer and Our Gift to You: A Take on Social Media and Practice Management

Thanksgiving has come and gone, and not a peep from us?  Well, we’ve been hard at work in the back ground – sort of like Santa’s little legal elves - building our post on social media and law practice management.  Why, social media?  Well, it’s because we are still seeing lawyers struggle with what to… Continue reading Holiday Cheer and Our Gift to You: A Take on Social Media and Practice Management