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TIPS & TECHNOLOGY TO AVOID ETHICAL COMPLAINTS AND INCREASE PROFITABILITY 2014-MP3 SEMINAR-(1230-1417)TIPS & TECHNOLOGY TO AVOID ETHICAL COMPLAINTS AND INCREASE PROFITABILITY 2014-MP3 SEMINAR-(1230-1417)
$255.00

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TIPS & TECHNOLOGY TO AVOID ETHICAL COMPLAINTS AND INCREASE PROFITABILITY

Featuring Barron K. Henley, Esquire

Recorded May 1, 2014



Opening A New Office or Branch: Champagne Technology on a Beer Budget!

Believe it or not, you can get great technology on a tight budget.  Whether you’re ready to start a firm or overhaul your firm’s existing technology, this seminar gives you a complete legal technology road map with a focus on keeping the costs as low as possible. From buying strategies to computer configurations to cloud services; from VOIP phone systems to online faxing to low cost printing, you literally can’t afford to miss this seminar


Efficient Billing and Accounting for a Small Firm

You may not even like to hear the word accounting; but efficient, accurate accounting is essential to the success of your practice.  In this seminar we'll explain your legal-specific accounting options, why accounting software is important to your practice, and the inadequacies of generic accounting software like QuickBooks.  Many lawyers either use software for billing only, or use one program for billing and another for the rest of the accounting function which do not share information.  If either circumstance describes your firm, we’ll also discuss why it’s imperative that you use software for your entire accounting function and how to avoid using two programs when you only need one.


Avoiding Ethical Complaints While Trading Documents Electronically

Today’s negotiated instruments are often never reduced to paper until they’re ready to sign. The negotiation occurs electronically with lawyers emailing documents (Word or PDF files) to one another (and clients) to indicate changes and proposed modifications. This seminar covers the tools available in Microsoft Word and Adobe Acrobat for safely transmitting documents, comparing versions, tracking changes, and adding comments and other annotations. We’ll discuss "locking” a document down to prevent further changes, encryption, avoiding metadata and other collaboration tools.



Email Overload: Control and Manage the Flow

Lawyers are generally drowning in email and many feel helpless when trying to get it under control. This seminar addresses the important issues of avoiding email interruptions, efficiently storing email and attachments in a client-centric manner, dealing with high volumes of legitimate email, avoiding SPAM, email encryption and Microsoft Outlook’s built-in features that can help you with these tasks. We’ll give you tried and true strategies for managing email and your time more effectively.


Streamlining Your Practice with Case/Matter Management

The last 5 years have seen a flood of new legal case/matter management programs, almost all of which are web-based.  In this seminar we'll explain the functionality offered by case/matter management applications, and outline and demonstrate some of your best options both shrink-wrapped (such as PracticeMaster) and web-based (such as Clio or ActionStep). Other topics include:

  • Docketing and Calendaring Issues

  • How Practice Management Programs Help With Docketing

  • Linking Events to Matters

  • Linking Events Together

  • Redundancy

  • Audit Trails

  • Cross-Checking

  • File Follow Up

  • Security

  • Accountability


Moving Your Practice into the Cloud: Keeping Client Information Confidential in the Digital World

  • Cloud Computing - Pros, Cons, and Ethical Issues

  • Ethical Rules Related to Cloud Computing – Including Rules of Professional Conduct 1.1, 1.6 and 5.3

  • Summary of Your Ethical Obligations

  • Meeting the Reasonable Care Standard

  • Is Going to the Cloud All or Nothing?

  • Best Practices for Backing Up Computers and Data

  • The Backup Rules

  • Backup Device/System Options

  • Backup Software

  • Recommendations Regarding Backup Hardware and Software

  • Email and Electronic File Encryption

  • Personal Computer Encryption


Legal Technology Tips, Tricks, Gadgets, and Other Cool Stuff

Our most popular seminar covers all of the latest developments in miscellaneous technology that you can use in your practice. We cover everything from monitoring Internet usage, to where to go for legal-specific tech help (using Acrobat in a law firm, for example), to gadgets and utilities that help you communicate with your clients better and improve the service you render, to software that can help you explain difficult concepts to clients more effectively, to ways you can securely share documents with clients and opposing counsel securely, and more.


Credits

7.7 WV MCLE CREDITS, INCLUDING 7.7 ETHICS/L.O.M. CREDITS.