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.

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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.