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.

 

 

 

 


August 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)

 


 

**Social Media as Investigative Research and Evidence - Webinar

Presented by Carole Levitt, JD MLS & Mark Rosch 

August 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. Presenters Levitt and Rosch will be available during the rebroadcast to answer questions.)

 

The seminar is partially based on the presenters' fifty-five page Social Media chapter from their book, "The Cybersleuth's Guide to the Internet." You will discover how other attorneys are using social media sites for discovery, trial preparation, direct examination, cross-examination, background checks, and locating missing persons and learn how to authenticate profiles and get them admitted into evidence. Don't be left behind in exploiting this gold mine of information.

 

Learn tips and tricks to successfully navigate through social networking sites to:

  • Find out "secret" ways to ferret out information from social media profiles
  • Successfully navigate through many social media sites to:

         o obtain useful background/investigative information about parties, lawyers, judges, experts, and current & potential clients

         o find information to attack a party or witness' credibility

         o uncover fraud

         o seek out the smoking gun

  • Discover if you can obtain social media profiles by subpoena
  • Learn about overcoming social media discovery issues
  • Find out how to authenticate social media profiles and get them admitted into evidence

Originally recorded August 4, 2017

 

 

$51.00

REGISTER-NOW-CLE-

 


 

 

*The Ethics of Social Media Research - Webinar

Presented by Carole Levitt, JD MLS & Mark Rosch   

August 25, 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 and Rosch will be available during the rebroadcast to answer questions.)

Learn how to avoid potential ethical traps when you research social media profiles for investigative/background purposes and to use as evidence. The seminar is partially based on the speakers' fifty-five page Social Media chapter from their book, "The Cybersleuth's Guide to the Internet."

 

This program specifically addresses how MPRC Rules apply to social media research: Rule 1.1 (and the new comment 8), as well as MPRC Rules 3.3, 3.4(a), 3.5, 4.1, 4.1(a), 4.2, 5.3(b)(1), 8.4(c),

 

This program also reviews pertinent Ethics opinions in more than two dozen jurisdictions, discusses relevant caselaw, and reviews detailed Guidelines for social media research issued by the New York State Bar’s Commercial and Federal Litigation Section.

 

The speakers will review:

  • Social Media Research Ethical Guidelines
  • State Bar, Local Bar, and ABA Ethics Opinions
  • Cases Decided in Various States
  • How They All Tie into the ABA Model Rules of Professional Conduct

 

The program will also explore:

  • Who's your friend? Could "friending" violate the deception or ex parte communication ethical rules?
  • Whether it is ethical to research the social media profiles of parties and witnesses during discovery or trial?
  • Whether it is ethical to research the social media profiles of potential jurors before trial or seated jurors before and during trial?
  • If advising clients to delete, deactivate, or adjust privacy settings on their social networking accounts lead to an ethical violation or spoliation charge?
  • Configuring security/privacy settings in your own profile to avoid ethical breaches.

Originally recorded August 4, 2017

$51.00

REGISTER-NOW-CLE-

 

 


September 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)

 


 

*Moving Your Practice Into the Cloud - Benefits, Drawbacks and Ethical Issues

Presented by Barron Henley, Esq.    

September 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 Henley will be available during the rebroadcast to answer questions.)

You no longer have to purchase software and servers for your office. Today, you can rent software or server access via the Internet and thereby avoid any up-front costs. This process is often referred to as "moving to the cloud."

Of course, your client data would also be stored on the rented or hosted servers. In this seminar, we'll explain the associated pros, cons, risks and ethical issues of doing this with your practice.

It is definitely possible for lawyers to get off the treadmill of buying new hardware/software, using it until obsolescence, then buying new hardware/software again. This seminar will explain how to get there.

Originally recorded September 6, 2016

 

Faculty Bio

Barron Henley, Esq.

Mr. Henley is one of the founding partners of Affinity Consulting Group, a national legal technology consulting firm which handles all aspects of law practice automation including document assembly, case management, document management, legal accounting software, trial presentation/litigation support, paper reduction/scanning, hardware, networks/servers and security. He is an attorney and has been helping other lawyers with technology since 1990.

He received his B.S./B.A. (marketing and economics) and J.D. from The Ohio State University and is a member of the American, Ohio and Columbus Bar Associations, and the Worthington Estate Planning Council. He is a member of the ABA Law Practice Division and is the former Chair of the Ohio State Bar Association Law Office Automation & Technology Committee.

Mr. Henley heads Affinity’s document assembly/automation and software training departments; he is a renowned expert on Microsoft Word, Adobe Acrobat and HotDocs document assembly software; and has authored legal-specific manuals on HotDocs, Adobe Acrobat, and Microsoft Word, Excel & Outlook.

He teaches continuing legal education (CLE) classes throughout the U.S. and Canada covering a wide variety of topics related to law practice management, technology and ethics.

 

$51.00

REGISTER-NOW-CLE-

 


 

**Advanced Google Search for Lawyers

Presented by Carole Levitt, Esq. & Mark Rosch    

September 20, 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 Levitt & Rosch will be available during the rebroadcast to answer questions.)

 

 

There’s so much more to Google than the simple search box on the home page...if you know where to look.

Carole Levitt and Mark Rosch, authors of “Google for Lawyers” and “The Cybersleuth’s Guide to the Internet,” will take you on a deep dive into the Google Advanced Search menu so you can quickly conduct factual and investigative research for your client matters. You will also explore some of Google’s specialty databases and specialized searches to help you locate very specific types of information.

Program materials are excerpted from their book, “The Cybersleuth’s Guide to the Internet.”

  • Exploring Google’s Advanced Search menu to create more sophisticated and targeted searches
  • Determining credibility of results
    • Searching Google’s specialty databases
    • News and News Alerts
  • Image and Reverse Image searching
  • Coaxing landline, cellular, fax numbers, and other contact information out of the Web
  • Using Google as a dictionary
  • Translating with Google

Originally recorded August 29, 2017

 

Faculty Bio

Carole Levitt, JD MLS & Mark Rosch

Carole A. Levitt, President of Internet For Lawyers and Mark E. Rosch, Vice-President 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

REGISTER-NOW-CLE-