CONTINUING LEGAL EDUCATION

 

Client Relationship Mastery

 

3 CLE Credits

  • Would you like to learn how to build such strong relationships with your clients that they will be happy to refer their friends and colleagues to you?
  • Have you ever had to break bad news to a client?
  • Do you want to learn how to stop the small talk and ask for the order?
  • Would you like to pick up useful practice tips while earning 3 CLE ethics credits?

 

If you answered yes to any of these questions, you are in the right place! Register today for my upcoming program Ten Steps to Client Relationship Mastery sponsored by the Philadelphia Bar Association. This session offers a practical and strategic approach to developing and maintaining effective and ethical relationships with law firm clients.

 

 

 

 


May 2017 Curriculum

(*indicates programs for which Legal Ethics Credit has previously been granted in most jurisdictions)

(**indicates programs for which Legal Ethics Credit has been granted in some jurisdictions – even those that have adopted the new Comment 8 to Rule 1.1)

 


 

**Microsoft Word’s Styles: A Guide for Lawyers

Presented by John Federico, Esq.

May 3, 2017

1:00 PM ET; 12:00 Noon CT; 11:00 AM MT; 10:00 AM PT; 9:00 AM AKT

(This is a “simulive” rebroadcast of a previously recorded presentation. Presenters Levitt & Lewis will be available during the rebroadcast to answer questions.)

 

Microsoft Word includes powerful tools to create the highly formatted documents attorneys must create. Microsoft Word combines font and paragraph formatting into something called Styles. Styles are applied to all text whether you want them or not; and there is no way to turn off the feature. Unfortunately, for most attorneys using Word teaches you almost nothing about what Styles are, what they do, how incredibly useful they are, or how to control them. This seminar will de-mystify Microsoft Word’s Styles and show legal professionals how to control and customize them for the documents you draft in your practice.  Be prepared for many “a-ha” moments.

Originally recorded April 11, 2017

 

John Federico, Esq. 

John Federico received his BBA in Decision Science from The University of Toledo, his BS in Electrical and Computer Engineering from The Ohio State University, and his JD from Washington University in St. Louis School of Law. His professional memberships include the Ohio State Bar Association and Columbus Bar Association. Mr. Federico is an attorney and senior consultant at Affinity Consulting Group. Prior to joining Affinity Consulting Group, he practiced law for nine years, litigating personal injury cases, insurance cases, and numerous appeals. Mr. Federico is also a licensed patent attorney. He now specializes in HotDocs document assembly software and office software training, including integrations with case management systems such as LawBase, Amicus Attorney, Time Matters, Actionstep and PracticeMaster. Mr. Federico has prior experience in using a wide variety of systems, including Windows, Macintosh, and Linux; and programming in various languages.

 

$51.00

REGISTER-NOW-CLE-

 


 

**Discover Hidden and Undocumented Google Search Secrets

Presented by Carole Levitt, Esq. and Mark Rosch

May 5, 2017

1:00 PM ET; 12:00 Noon CT; 11:00 AM MT; 10:00 AM PT; 9:00 AM AKT

(This is a “simulive” rebroadcast of a previously recorded presentation. Presenter Foster will be available during the rebroadcast to answer questions.)

 

Just about everyone has a computer on their desk and access to the Internet. But if you’ve never taken a formal class to learn how to search effectively, then this seminar is for you!

In this webinar, you’ll begin to discover hidden and undocumented Google search features and shortcuts to speed up your research. You will learn more about some of the less-obvious features of the world’s most popular search engine, the ways other lawyers are using those features to research for their matters, and why you should be putting them to use in your practice.

Don’t be left behind in finding out how Google can reveal a gold mine of information that will assist you in meeting your investigative and legal research obligations.

Come join Carole Levitt and Mark Rosch, internationally recognized Internet trainers and authors of seven American Bar Association Internet research books, who will show you how to be a Cybersleuth to unearth information for FREE (or at low cost!) on the Net. Program materials are excerpted from their book, “The Cybersleuth’s Guide to the Internet.”

  • Do lawyers have a "duty to Google?"
  • Improve your results using Boolean and Proximity Connectors
  • How search engines work
  • Understanding the anatomy of the search results page
  • Does word order matter?
  • Choosing your search terms
  • When capitalization matters
  • Learn what’s new at Google
  • Can “Incognito Searching” improve your search experience?
  • Find out how to narrow and filter your search results
  • Are you “Feeling Lucky?”

Begin to uncover the hidden tools of Google’s Advanced Search

Originally recorded April 17, 2017

 

Carole A. Levitt, Esq. and Mark Rosch

Carole A. Levitt, and Mark E. Rosch, Vice-President, principals of Internet for Lawyers and CLEseminars.com, have been internationally recognized CLE seminar speakers--full-time since 1999 and best-selling ABA Law Practice Division authors. Their areas of expertise are: Internet investigative, legal, and social media research; social media ethics; Google search; and Google cloud Apps.

Together, Mark and Carole have authored hundreds of Internet research articles and co-authored six ABA Law Practice Division books, including Google Gmail and Calendar in One Hour for Lawyers (2013); Find Info like a Pro, Volumes 1 and 2 and Google for Lawyers: Essential Search Tips and Productivity Tools (2010). They have also co-authored thirteen editions of IFL Press’s The Cybersleuth's Guide to the Internet. Carole recently authored Internet Legal Research on a Budget.

In 2013, they were both recipients of the “Fastcase Fifty” award, recognizing “50 of the smartest, most courageous innovators, techies, visionaries, and leaders in the law” and in 2014, they both became Fellows in the College of Law Practice Management, the international honor society that recognizes distinguished law practice management professionals.

 

$51.00

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The 10 Keys to Building a Hyper-Streamlined Law Firm

Presented by Ernest Svenson, Esq.  

May 10, 2017

1:00 PM ET; 12:00 Noon CT; 11:00 AM MT; 10:00 AM PT; 9:00 AM AKT

(This is a “simulive” rebroadcast of a previously recorded presentation. Presenter Robinson will be available during the rebroadcast to answer questions.)

 

How would you like to put your law practice on auto-pilot? Well, when you properly leverage the power of digital technology you can automate many boring-but-necessary workflows, and outsource others. This session will give you a concrete roadmap for doing just that.

In this session you’ll learn about:

  • the one foundational element you need to have in place before you even consider using technology
  • a little known tool allows you to draft briefs, memos, and emails at least 200% faster than you’re doing now
  • the software that will prevent your firm from being a victim of the most rampant forms of hacking

harnessing the amazing power of virtual assistants, who have incredible skills and are available for reasonable cost (even for part-time work)

Originally recorded September 6, 2016

 

Ernest Svenson, Esq.

Ernie Svenson spent 20 years doing commercial litigation in a big New Orleans firm. Along the way he learned the keys to paperless lawyering, which in turn inspired him to start a Ninja-efficient solo practice.

Now, as the founder of SmallFirmBootcamp.com, he shows other lawyers "put their practice on autopilot." Ernie is a nationally recognized speaker and author. He also runs a website called PaperlessChase.com. He began publishing the popular Ernie The Attorney blog in 2002.

 

$51.00

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*Overcoming Procrastination - How to Kick the Habit

Presented by Irwin Karp, Esq.   

May 12, 2017

1:00 PM ET; 12:00 Noon CT; 11:00 AM MT; 10:00 AM PT; 9:00 AM AKT

(This is a “simulive” rebroadcast of a previously recorded presentation. Presenter Robinson will be available during the rebroadcast to answer questions.)

Procrastination creates undue stress. Delaying work can be a form of self-sabotage, affect productivity and result in errors. This session will focus on helping lawyers to complete work with more control and less crisis management. Attendees will learn: how to recognize your individual style of procrastination and overcome it; how to break down legal work into component parts so it doesn’t appear so overwhelming; and, how to focus on what you really need to accomplish.

Originally recorded April 18, 2017

 

Irwin Karp, Esq.

Irwin Karp is a productivity consultant with Productive Time in Sacramento, California. He is also an attorney. Irwin is a graduate of George Washington University law school, worked at the US EPA for a number of years, and was in the private practice of energy & environmental law in California for over 20 years. For the past 13 years, he has conducted training programs and consulted with business, government, bar associations, law firms and service professions on organizations skills and time management to increase productivity. He has presented programs in the US and Canada on time management, project management, delegation skills, managing e-mail & smartphones, overcoming multitasking, running effective meetings, and overcoming procrastination. He was a former white water river guide in his youth, and continues to raft on western rivers with his group of aging river buddies.

 

$51.00

REGISTER-NOW-CLE-

 


 

**A Lawyer’s Introduction to Microsoft Office 365 vs. Google’s G Suite

Presented by Allison Sheilds, Esq.   

May 19, 2017

1:00 PM ET; 12:00 Noon CT; 11:00 AM MT; 10:00 AM PT; 9:00 AM AKT

(This is a “simulive” rebroadcast of a previously recorded presentation. Presenter Robinson will be available during the rebroadcast to answer questions.)

Social media sites such as Facebook, Twitter and LinkedIn have become part of every lawyer’s daily life, and they can be helpful tools for expanding your professional presence and marketing your practice, as well as valuable investigative tools. But the same ethical rules that govern lawyers’ conduct also apply to their use of social media, and that can raise some concerns for lawyers in their use of these tools.

This webinar will focus on the ethical use of LinkedIn as a marketing and professional development tool, but will also touch on broader ethical pitfalls in lawyers’ use of social media in general, both for marketing purposes and as a litigation tool, discussing some of the rules and opinions that apply. Some of these issues are:

  • Is your LinkedIn Profile Advertising?
  • Staying away from false or misleading statements
  • Do you need a disclaimer on your LinkedIn profiles?
  • How do the solicitation rules apply to LinkedIn?
  • Do the “specialties” and “Skills and Endorsements” sections of LinkedIn raise ethical problems?
  • Should I ask for client recommendations on LinkedIn?
  • Confidentiality issues - what you can and cannot say about clients and cases on LinkedIn and how to communicate ethically with potential clients
  • Unauthorized practice of law and inadvertent attorney-client relationships

Who lawyers can and should connect to on social media

Originally recorded May 4, 2017

 

Allison Sheilds, Esq.

Allison C. Shields, Esq., President of Legal Ease Consulting, Inc., provides marketing, social media, business development, productivity and practice management, coaching and consulting services for lawyers and law firms.

After leaving her position as Administrative Partner at one of Long Island’s premier law firms in 2005, Allison started Legal Ease Consulting, Inc. to help lawyers build better law practices. A former practicing lawyer and law firm manager, Allison understands the law firm environment and the daily pressures faced by lawyers trying to manage and build their business while practicing law and successfully serving their clients.

 

$51.00

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*Ethical Issues and Implications on Lawyers’ Use of LinkedIn

Presented by John Federico, Esq.   

May 17, 2017

1:00 PM ET; 12:00 Noon CT; 11:00 AM MT; 10:00 AM PT; 9:00 AM AKT

(This is a “simulive” rebroadcast of a previously recorded presentation. Presenter Robinson will be available during the rebroadcast to answer questions.)

Often considered a cloud tool, a desktop tool, and a communication tool, Office 365 has both risks and benefits associated with its use by law firms. Learn about this new hybrid approach, and how to leverage its new subscription and multi device model of licensing. You will learn how to communicate and collaborate better with clients, colleagues, and the courts. We will even discuss how Office 365 compares to Google’s G Suite (aka Google Apps and Google for Work) for a law firm.

Originally recorded April 18, 2017

John Federico, Esq.

John Federico received his BBA in Decision Science from The University of Toledo, his BS in Electrical and Computer Engineering from The Ohio State University, and his JD from Washington University in St. Louis School of Law. His professional memberships include the Ohio State Bar Association and Columbus Bar Association. Mr. Federico is an attorney and senior consultant at Affinity Consulting Group. Prior to joining Affinity Consulting Group, he practiced law for nine years, litigating personal injury cases, insurance cases, and numerous appeals. Mr. Federico is also a licensed patent attorney. He now specializes in HotDocs document assembly software and office software training, including integrations with case management systems such as LawBase, Amicus Attorney, Time Matters, Actionstep and PracticeMaster. Mr. Federico has prior experience in using a wide variety of systems, including Windows, Macintosh, and Linux; and programming in various languages.

$51.00

REGISTER-NOW-CLE-