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.

 

 

 

 


 

The Definitive Legal Writing Workshop

 

2 Substantive Credits

Location: 27 West Main Street, Maple Shade (Tacconelli’s Restaurant Private Room)

4:00PM – 6:00PM

$125.00

 

 


 

Ethical Networking Strategies

June 28, 2017
3:15 pm - 4:15 pm
 
46 West Main Street
Maple Shade, NJ 08052
 
1 hr. Ethics 
$125.00
 
 

  

Real-Life Applications of Alternative Fee Arrangements

Hosted by Rocket Matter CEO Larry Port

 

Instruction Time: 50 Minutes

1 Substantive Credit

Convene Market Street

2001 Market Street 2nd Floor

Philadelphia, PA 19103

 

Description:

Have you been wanting to implement alternative fee arrangements in your practice, but don’t know how? It’s one thing respond to a client’s needs by moving away from the strict billable hour, but something different to be the one to propose it. Altman Weil’s latest Law Firms in Transition survey showed a “7-year trend of compelling success enjoyed by firms that take a proactive approach to alternative fee arrangements.” Knowing when to be proactive may allow you to be a part of the 40% of firms who report increased profitability from their non-hourly projects.

 

Learning Objectives:

  • We’ll teach you about commonly used alternative fee arrangements, and discuss reasons why some may be more successful than others in certain firms.
  • We’ll teach you how solo, small and medium sized firms can easily approach clients with alternative fee arrangements that are creative, distribute risk, and have the potential for increased profitability.
  • We’ll take you through hypothetical situations that clients may approach you with, and show you how to craft agreements that are responsive, and clearly set expectations on both sides.
  • Finally, we’ll show you how you can easily implement and track AFAs utilizing your practice management software.

 

Faculty Bio:

Larry Port, the founder and CEO of Rocket Matter, is at the crossroads of the legal profession, cutting-edge technology, and law firm marketing. As a speaker and award-winning writer, he frequently discusses design and efficiency as well as quality techniques in the software industry that lawyers and legal professionals can leverage. Larry has been named to the Fastcase 50 honoring the law’s smartest, most courageous innovators, techies, visionaries, and leaders.

 

 

 


Why All Lawyers Should Use Microsoft Office 365

Hosted by Rocket Matter CEO Larry Port

 

Instruction Time: 50 Minutes

1 Substantive Credit

 

Convene Market Street

2001 Market Street 2nd Floor

Philadelphia, PA 19103

 

Description:

One of the biggest law firm technology trends right now is the adoption of Microsoft Office 365. By some reports, the number of Office 365 users grew 47% from last year.  It’s no surprise why law firms are adopting this product en masse: The price is right, and Office 365 runs on almost every computer and mobile device.

This CLE will help lawyers understand how Microsoft Office 365 is different than previous versions of Microsoft Office and how your law firm can leverage this powerful tool. You’ll also see how Office 365 can sync with legal practice management software to keep you extra organized and not miss a second of billable work.

 

Learning Objectives:

  • Learn about the many advantages of Office 365 over regular Microsoft Office.
  • Discover how to get the most out of both the desktop and online versions of Office 365.
  • See how to take advantage of two-way calendar and contact sync with Rocket Matter.
  • Learn how to not only save emails and Word, PowerPoint, and Excel documents directly into Rocket Matter, but also quickly add billable time and attachments.
  • Discover out how to track your time and collaborate on different versions of your Microsoft Word, PowerPoint, and Excel files directly from Office 365. Also, find out how to associate the documents with matters and bill for the time you work on them.

 

Faculty Bio

Larry Port, the founder and CEO of Rocket Matter, is at the crossroads of the legal profession, cutting-edge technology, and law firm marketing. As a speaker and award-winning writer, he frequently discusses design and efficiency as well as quality techniques in the software industry that lawyers and legal professionals can leverage. Larry has been named to the Fastcase 50 honoring the law’s smartest, most courageous innovators, techies, visionaries, and leaders.

 

 

 

 

 


October 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)

 


 

**Disaster Planning and Network Security For a Law Firm

Presented by Britt Lorish    

October 4, 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 Lorish will be available during the rebroadcast to answer questions.)

 

Floods, market crashes, hurricanes, fires, personal illness, malicious employees —we live in a troubled world. You probably don’t need to protect your firm from extraterrestrials (well … not yet), but you do need to be forearmed against reasonably foreseeable disasters, natural or man-made!

There are easy, and cheap steps that you can take to help ensure continued service to your clients. This webinar will identify the essential components of a disaster recovery plan and network security for law practices of any size.

Originally recorded October 19, 2016

 

Faculty Bio

Britt Lorish

Britt Lorish is the managing partner of Affinity's Roanoke office. She is the President and Founder of Automated Horizons (now a part of Affinity Atlantic), which she opened in 2000. Prior to that she spent more than a decade as a litigation paralegal and law firm network administrator. Britt is a graduate of the University of Tampa with a Bachelor of Science in Criminology/Pre-Law.

Britt regularly speaks on legal technology and law firm finance issues at the local, regional and national level, including CLEs for organizations such as the Ohio State Bar, the Virginia Trial Lawyers Association, the West Virginia State Bar, and the Institute for Paralegal Education. She is a regular speaker at the ABA TECHSHOW and in March of 2009, Britt was selected to serve on the ABA TECHSHOW Planning Board. She also served as the Chair of ABA TECHSHOW 2013.

She has contributed articles to publications such as the ABA LPM’s Law Practice magazine, Law Office Computing and Technolawyer. Britt has extensive experience consulting on legal technology issues, implementing and conducting training on legal specific software and she specializes in tailoring custom technology solutions for law firms and law-related agencies. She maintains certifications in a majority of our software products including Tabs3, PracticeMaster, DragonNaturally Speaking, PCLaw, Worldox, HotDocs, Philips SpeechExec and ProLaw.

 

$51.00

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**The Case for Practice Management – Why Outlook Isn’t Enough

Presented by Jennifer M. Ramovs, Esq.    

October 11, 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 Ramovs will be available during the rebroadcast to answer questions.)

 

Often referred to as the Swiss Army Knife of legal software, case management software can organize your practice, increase your revenue and share information with - many of your existing programs.

Attendees will learn about the leading practice management programs for small to medium-sized firms and illustrate how these programs manage critical law firm functions such as calendaring, case information tracking, contact/client management, tickler systems, conflict checking, automated document generation and time-billing.

Originally recorded September 23, 2016

 

Faculty Bio

Jennifer M. Ramovs, Esq. 

Jennifer M. Ramovs is the Director of Education for Affinity Consulting Group’s online legal technology training division.

Jennifer graduated from The Ohio State University with a degree in Political Science, and then earned her law degree from Capital University Law School while working full time as a law clerk at Decker Vonau in Columbus, Ohio.

Jennifer became a consultant in 2004, specializing in consulting and training on practice management software for law firms. Her expertise extends to Practice Management, Document Assembly, Document Management, and analyzing law office workflow to help firms develop policies and procedures that maximize both productivity and profitability. She is certified in a variety of programs that help our clients achieve their goals, including Actionstep, Amicus Attorney, PracticeMaster and Time Matters.

 

Through the years, Jennifer has taught numerous CLE approved legal technology courses in person for various state and local bar associations, as well as online for various providers.

 

$51.00

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**Technology: Slave or Servant – Time, Task, Document & Email Management

Presented by Paul J. Unger, Esq.    

October 13, 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 Unger will be available during the rebroadcast to answer questions.)

 

Own your technology – Don’t let it own you!

Learn how to manage your daily tasks and how technology can help you to improve client communication and achieve your professional goals. Enhance your time management and technology skills to regain control of your law practice… and your life. Learn the pathway to a productive, more paperless law practice. Most lawyers feel they are being over-run with paper, and ironically, the more paper lawyers have, the harder it is to find what they’re looking for.

Originally recorded September 30, 2016

 

Faculty Bio

Paul J. Unger, Esq.

Paul J. Unger is one of the managing partners of Affinity's Columbus Ohio office. He is a 1994 graduate of Capital University Law School. He is an attorney and founding member of HMU Consulting, Inc. (now Affinity-Columbus). Prior to forming HMU with Barron Henley, Paul was Vice President of a Columbus-based technology consulting firm. He spent five years at Clark, Perdue, Roberts & Scott Co., L.P.A., limiting his practice to civil litigation.

Mr. Unger now specializes in trial presentation & litigation technology consulting, document and case management software, paperless office strategies, and legal-specific software training for law firms and legal departments throughout the Midwest. He has provided trial presentation consultation for 300+ cases.

Mr. Unger is a member of The American Society of Trial Consultants, the American Bar Association, the Ohio and Columbus Bar Associations, and the Ohio Association for Justice and the Central Ohio Association for Justice. He is very active in the Law Practice Management Section of the American Bar Association, and recently served as the Chair of ABA TECHSHOW 2011. He is also an Adjunct Professor for Capital University Law School’s Paralegal Program.

Mr. Unger is a national speaker and frequent lecturer for CLE programs. He is the author of Adobe Acrobat for Law Firms, PowerPoint for Legal Professionals, and co-author of Microsoft Word for Legal Professionals, all manuals designed to maximize the use of legal-specific features.

 

$51.00

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**The 10 Keys to Building a Hyper-Streamlined Law Firm

Presented by Ernest Svenson, Esq.    

October 18, 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 Svenson 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

 

Faculty Bio

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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November 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)

 


 

*Bad Review? Bad Response? Bad Idea! - Ethically Managing Your Online Reputation

Presented by Jennifer Ellis, Esq. and Daniel J. Siegel, Esq.     

November 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. Presenter Ellis and Siegel will be available during the rebroadcast to answer questions.)

 

Whether you choose to be online or not (and you should be online) your clients will write you reviews. Unfortunately, angry clients are much more likely to write about you than happy clients. This webinar will explore the ethical and practical issues surrounding getting good reviews as well as discuss how you should respond when someone bashes you online. Lawyers have been disciplined for their responses to online reviews. Learn from their mistakes!

This program covers issues addressed in Rule 1.6, as well as numerous related Ethics Opinions from various jurisdictions.

Originally recorded September 8, 2016

 

Faculty Bio

Jennifer L. Ellis, Esq. and Daniel J. Siegel, Esq.

Jennifer Ellis is an ethics and legal malpractice attorney with the Philadelphia personal injury firm Lowenthal & Abrams. She also manages the firm’s online presence. Mr. Siegel wears two hats–he is a practicing attorney and also a full-time technology consultant. As an attorney, Mr. Siegel focuses his practice on trial and appellate court writing; he also handles workers’ compensation matters and serves as a “second chair” for attorneys.

Jennifer Ellis is an ethics and legal malpractice attorney with the Philadelphia personal injury firm of Lowenthal & Abrams. She also manages the firm’s online presence. In addition, Jennifer serves as a law firm marketing consultant under the name Jennifer Ellis, JD. She assists lawyers with social media, websites, SEO, law firm technology and more. She is a nationally recognized speaker and writer on subjects including ethics, social media, law firm technology, law practice management, websites and marketing. Find Jennifer online at jlellis.net, lowenthalabrams.com and @jle_jd.

Daniel Siegel wears two hats–he is a practicing attorney and also a full-time technology consultant. As an attorney, Mr. Siegel focuses his practice on trial and appellate court writing; he also handles workers’ compensation matters and serves as a “second chair” for attorneys – working on the matters that keep them up at night. He can be reached at dan@danieljsiegel.com or by phone at (610) 446-345

 

$51.00

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*The Ethics of Delegation

Presented by Cynthia Sharp, Esq.     

November 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 Sharp will be available during the rebroadcast to answer questions.)

 

Many lawyers have not mastered effective delegation techniques probably because nobody ever taught them the basic skills. They are missing the opportunity to leverage their own talents by delegating projects and tasks to other lawyers, legal professionals and strong support staff. Besides, lawyers are bound by MRPC 5.1 and 5.3 relating to ethical responsibilities in the supervisory context. Workplace outcomes are no doubt adversely affected when delegations go astray. Lawyers and staff at all levels will benefit from the techniques explored in this program.

Special tips will be provided for Micromanagers, Procrastinators and their victims. Those attending this session will learn: 1. Fundamentals of effective delegation 2. Strategies to overcome the syndrome of “delegation reluctance” 3. How to identify and modify typical unproductive delegation behaviors Tools distributed include: The Responsibility Shift, Handling Outcomes, The Mistake Process (for Delegator and Delegatee).

Originally recorded February 16, 2016

 

Faculty Bio

Cynthia Sharp, Esq.

Cynthia Sharp is author of "The Lawyers’ Guide to Financial Planning" recently published by ABA Book Publishing. She is a Contributor to the ABA’s upcoming publications "The Lawyer’s Guide to Buying, Selling, Merging, and Closing a Law Practice," and "Capturing and Keeping Clients."

Cindy dedicated close to thirty years building a successful niche law practice and serving thousands of clients. At the pinnacle of her career, she sold her interest in the practice and established The Sharper Lawyer, a fully accredited CLE provider and attorney business coaching entity. As Director of Attorney Development, Cindy has established an international presence as an author and speaker on the topics of law firm branding and marketing strategies. She also shares practice management techniques with an emphasis on ethical implications - lecturing extensively to law firms, bar associations and other legal organizations.

 

$51.00

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*Networking Professionally and Ethically

Presented by Roy Ginsburg, Esq.     

November 29, 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 Sharp will be available during the rebroadcast to answer questions.)

 

 

The practice of law is based on relationships – with clients, potential clients and referral sources. Personal networking is the best way to create and sustain those relationships. Unfortunately, many lawyers will do anything to avoid networking. The key to successful networking is to find the networking method that matches your personality – the one that makes you feel the most comfortable and confident.

There are as many ways to network successfully as there are individual lawyers. Find yours. Also, remember that networking, unless done correctly, can expose a lawyer to violations of the rules of professional conduct. Find out what you can and cannot do. This program covers:

  • Targeting your best network (Rule 7.3)
  • What to say (and avoid saying) when networking (Rule 7.1, 7.3)
  • How to "work a room" comfortably  (Rule 7.3)
  • Can you pick up the tab? (Rule 7.3)
  • How to use social media as a networking tool (Rule 7.1, 7.3)

How to handle referral fees (Rule 1.5)

Originally recorded February 16, 2016

 

Faculty Bio

Roy Ginsburg, Esq.

Roy Ginsburg is an attorney in Minneapolis, Minnesota with more than 30 years of experience practicing with large and small law firms, as well as serving as in-house counsel He is now a part-time solo practitioner with a national practice focusing on legal marketing ethics.

For the past 10 years, Roy has also been a coach/consultant for individual attorneys and law firms in the areas of business development, practice management, and strategic and succession planning. In addition, he helps solo practitioners and small law firm owners sell their practices when approaching retirement.

He regularly presents CLE programs nationwide to bar associations and law firm audiences on these topics. In addition, he blogs at popular sites such as attorneyatwork.com, lawyerist.com, and myshingle.com.

 

$51.00

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