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.

 

 

 

 

 

 

 


 

March 2018 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.  

March 2, 2018

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 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.

 

Jennifer L. Ellis, Esq. & 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

REGISTER-NOW-CLE-

 


 

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

Presented by Paul J. Unger, Esq.   

March 6, 2018

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.

 

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

REGISTER-NOW-CLE-

 


 

**Disaster Planning and Network Security For a Law Firm 

Presented by Britt Lorish  

March 14, 2018

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

 

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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*Retain Your Clients:  A Roadmap to Effective, Ethical Client Service 

Presented by Ry Ginsburg, Esq.  

March 16, 2018

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 Ginsburg will be available during the rebroadcast to answer questions.)

 

Many lawyers forget that law is a service profession. Studies show that the most frequent reason for losing clients is poor service. And retaining clients in a volatile economy is crucial to your practice. So how do you make sure you’re providing the best service?

This seminar uses clips from popular films to illustrate real-life client service dilemmas dramatized by fictional Hollywood characters. The film clips also serve as jumping-off points to discuss the best practices how real-life lawyers like you can ethically approach them. The program is designed to provide you with the tools you’ll need to consistently deliver exceptional service, retain and develop more business from current clients, and increase referrals.

You’ll also earn ethics credit while you learn to:

    • Apply best practices that will exceed client expectations
    • Eliminate the most common causes of client dissatisfaction
    • Deal effectively with all types of client complaints
    • Handle angry clients
    • And much more

Originally recorded April 13, 2017

 

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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*How to Avoid Potential Malpractice Pitfalls in the Cloud and in Everyday Law Office Computing 

Presented by Debbie Foster 

March 27, 2018

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 Ginsburg will be available during the rebroadcast to answer questions.)

Attendees will learn about the ethical pitfalls of the mobile, cloud and everyday law office computing. In this program, attendees will learn about cloud options and address how to safely store documents, data and programs in the cloud and on mobile devices.

 

Learn what programs and features you should & must use in cloud storage options like Dropbox, Box & OneDrive.

The webinar will also discuss:

  • security vulnerabilities related to documents, emails and e-discovery
  • the potential metadata nightmare
  • how to properly delete client data, assign passwords, and dispose of computer equipment while protecting client privacy

Originally recorded October 14, 2016

 

Debbie Foster

Debbie Foster is the managing partner of Affinity's Tampa Bay office. She founded InTouch Legal (now part of Affinity Consulting) in 1998, seeing a need for a consulting company that focused specifically on lawyers and their technology needs. Since then, Debbie has expanded the services offered by her Tampa based office and has helped hundreds of law firms implement technology, finance, marketing and management solutions.

Debbie has been working with law firms since 1995, personally helping implement solutions ranging from practice management, time/billing/accounting, document management and general law office management issues. In addition to working with law firms throughout the U.S., Caribbean and Canada, she has also trained hundreds of consultants around the country on software programs used in law firms and best practices when consulting on a law firm’s specific technology needs.

Debbie is very active in the Law Practice Management Section of the American Bar Association, and served as the Chair of ABA TECHSHOW in 2010 and Co-Chair in 2018. Debbie is also very active in Local and State Bar Associations, and she regularly speaks on topics relating to technology, management, finance and marketing of a law firm.

 

 

$51.00

REGISTER-NOW-CLE-