Tag Archive | "law office management"

Microsoft-Word-MobBB

Mastering Microsoft Word in the Law Office, May 23

This class is designed by lawyers, for lawyers!

TOPICS:
• Word Formatting Fundamentals
  – Modifying Word’s defaults for use in a law firm or legal department
  – Tips and tricks for navigating long legal documents
  – Building clause libraries using AutoText and Quick Parts
  – Automatic paragraph numbering
  – Indents and tabs
  – Getting the formatting to do exactly what you want

• Advanced Legal Document Topics
  – Headers and footers
  – Page numbering
  – Automatically updating paragraph cross-references
  – Endnotes and footnotes
  – Automatic table of contents
  – Automatic table of authorities

• Tools and Techniques for Negotiating & Revising Documents
  – Document collaboration
  – How to ensure all changes are caught – producing a redline
  – How to consolidate proposed changed from many people into a single document
  – How to handle multiple versions and avoid confusion
  – How to protect confidentiality
  – Locking down a document to protect against further changes
  – Indicating proposed changes on a Word document, a PDF and paper – track changes & other techniques

• Styles: If You Don’t Control Them, They Will Control You
– Eliminate random font changes while editing
  – Copy text from one document to another with perfect formatting
  – De-construct and fix documents which are a complete mess
  – Convert WordPerfect files to Word
  – Create custom formatting tools you can use in every document

• Using Templates to Streamline Your Document Generation
– Create model documents with fill-in fields
  – How to create “public” templates and share them with others on your network

• Macros: Automate Your Word Processing
  – Macros – what they are and when to use them
  – Other automation tools in Word – AutoText, AutoCorrect & Quick Parts
  – Creating and sharing macros
  – Assign macros to toolbar buttons and/or speed-keys
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BRING YOUR LAPTOP if you would like to follow along. (Laptop not required)
Sample documents will be available for download in advance so you may follow along in class. Seminar will be taught using Word 2016. The course materials will work with Word 2007, 2010, 2013 and 2016 for Windows.

Are you a Mac user? Please let us know ahead of time. We can send you a Word for Mac 2011 and 2016 manual so you may follow along. Word for Windows and Word for Mac have different interfaces, but they are capable of most of the same things with some exceptions.
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WHAT PEOPLE ARE SAYING:
Best CLE. Most Useful I’ve Taken – Kara

Great Content, Well Done! – Charles

This Training Class was Outstanding! Lots of Materials. – Margie

Very Happy! I Learned More Than Expected. Written Material is Excellent – Cheri

Presenter was Knowledgeable and Very Entertaining. Great Course! – Diane

A Fabulous Seminar! Thanks to Barron Henley for Empowering Me to Use Word! – Katheryn

Very Informative. Great Seminar for All Levels – Lisa

A Lot of Materials Covered. Enjoyed the Presentation – Lydia

Super Engaging, funny, and Knowledgeable – Julie

Awesome! Mind Blown! Barron is a Great Speaker! — Anonymous
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NATIONAL SPEAKER:
Barron K. Henley, Esq, Partner
Affinity Consulting Group
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MASTERING MICROSOFT WORD IN THE LAW OFFICE
A NATIONAL SPEAKER SEMINAR
6 CLE (NLS) – Tuesday, May 23; 9:00 A.M. – 4:30 P.M.

LIVE IN-PERSON ONLY SEMINAR
– ICLEF Conference Facility, Indianapolis

Up to 12 hours of your 36 CLE hour requirement can be obtained attending NLS (Non-Legal Subject Matter) seminar. MCLE Rule 29, Section 3(a)

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Wanzer Financial

5th Annual REALity CLE, May 4-5: The Real Aspects of Running a Successful Law Practice

5th Annual Reality CLEA Unique Retreat for Attorneys That Drive in the Small Practice Lane as Well as Those New to the Practice of Law!

OVERVIEW:
We are excited to announce that the Reality CLE program is back for 2017 with fresh new content! Join your fellow small firm colleagues on May 4-5, 2017 at the Crowne Plaza Airport for two energized days packed with valuable information you can put immediately to use in your practice.

Affordable!
To help you manage your budget, ICLEF has again arranged a special low tuition rate for everyone, which includes lunch on the first day, refreshment break service throughout, printed and electronic materials for all sessions, 14.5 hours of CLE credit (including 4.25 hours towards ethics) and FREE parking.
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PLENARY TOPICS:
The Lawyer’s Compass: Character, Ethics & Trust for the Small Law Office
Lawyers are different. Our role in society in general, and the legal system in particular, places great responsibility in our hands. Our ethical rules call upon us to exercise that responsibility in a manner that differentiates us positively in our modern world. The Lawyer’s Compass presentation focuses your attention on the critical interplay between your character and competencies and how they combine to build trust in client relationships.  In particular, you will:
• Learn How & Why Trust is the Primary Driver of Success In the Attorney/Client Relationship & in Your Practice
• Discover How Your Character is Derived from Your Values & Actions
• Learn Professional Competencies That Will Help You Quickly Build Trust in Client Relationships
• Discover a System for Identifying & Managing the Four Expectations That Every Client Holds in Every Engagement
• Explore How We Derive Congruence, Satisfaction & Contentment in Legal Practice
• Build Your Own Lawyer’s Compass to Guide Your Efforts in Building Future Personal & Professional Fulfillment & Success

“Nuggets of Brilliance” with James J. Bell

Business Development Tool Kit For Your Practice
• Branding & Ethics
• Staying Connected with Clients & Referral Sources
• Social Media Presence – What Is Effective & Ethical?
• Dos, Don’ts, and Best Practices
• Endorsements and Testimonials

The “Business Aspects” of Practice in the Modern Digital Age
• Is Your Website ADA Accessible? Are You Sure?
• Systems for Time and Billing, including Online Billing
• Organizing the Flow of Work, Proper Use of Legal Support Staff
– i.e., not crossing the line into the unauthorized practice of law
• Client Communications
• Office Manuals

How To Effectively Use Technology In Your Practice

Things You Don’t Normally Think About, But Should
• Unexpected Medical Leaves
• Planning for Vacations
• Disaster Preparedness
• The Insurance Checklist (including Professional Liability Insurance)
• Cyber Security
• Should You Consider Expanding Your Practice?
• Planning for When You Retire – What happens next to your practice?
• E-Filing, now what?

Don’t Forget the Fundamentals!
• Business Structure and Type of Entity
• How to Share Space
• Types of Bank Accounts Needed
• Credit Card Processing
• Real Estate Issues for Law Firms
• Protecting Your Assets
• Running an Office on a Shoestring Budget – Successfully!

Golden Nuggets: Practice Ideas & Pointers of the last 12 Months
– A Reality CLE Tradition!

Plus: “Open Mike” time for sharing collective wisdom for the good of the cause
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BREAKOUT SESSIONS
Sessions I & II (Select Two)
A. Family Law
B. Wills, Trusts & Estate Planning
C. What Every Law Practice Needs to Know About Labor & Employment Law in Managing its Own Practice and Staff

Sessions III & IV (Select Two)
E. Criminal Law
F. Contracts Drafting, Structure and Analysis
G. Don’t Be Afraid to go to Trial!
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FACULTY:
Planning Team
Elizabeth A. Justice – Chair
Attorney at Law, Crawfordsville, IN

Rebecca W. Geyer
Rebecca W. Geyer & Associates, PC, Carmel, IN

F. Anthony Paganelli
Paganelli Law Group, Indianapolis, IN

Frederick W. Schultz
Greene & Schultz Trial Lawyers, Bloomington, IN
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James J. Bell
Paganelli Law Group, Indianapolis, IN

Ryan H. Cassman
Coots, Henke & Wheeler, P.C., Carmel, IN

Jessie A. Cook
Law Office of Jessie A. Cook, Terre Haute, IN

Kyle C. Gillaspie
Chief Staff Attorney, Indiana Court of Appeals, IN

Betsy K. Greene
Greene & Schultz Trial Lawyers, Bloomington, IN

Hannah Kaufman
Joseph Katz & Korin, PC, Indianapolis, IN

Meghann E. LaBadie
Law Office of Meghann LaBadie, LLC, Highland, IN

Richard A. Mann
Richard A. Mann, P.C., Indianapolis, IN

Jeffrey C. McDermott
Krieg DeVault LLP, Carmel, IN

John E. Moore
Law Offices of John E. Moore, III PLLC, Vero Beach, FL

Lora R. Mount
Voelz Law, LLC, Columbus, IN

Amy K. Nowaczyk
O’Drobinak & Nowaczyk, P.C., Schererville, IN

Kimberly S. Robinson
Law Office of Kimberly S. Robinson, Indianapolis, IN

Frederick W. Schultz
Greene & Schultz Trial Lawyers, Bloomington, IN

David L. Swider
Bose McKinney & Evans LLP, Indianapolis, IN

Paul J. Unger
Affinity Consulting Group, LLC, Columbus, OH

Patrick H. Wanzer, CPA
Wanzer Financial, Indianapolis, IN
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5th ANNUAL REALITY CLE
14.5 CLE / 4.25 E – Thursday & Friday, May 4-5

LIVE IN-PERSON ONLY SEMINAR
– Crowne Plaza Airport Hotel & Conf. Center, Indianapolis, IN

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IBF

 

Wanzer Financial

 

We express our sincerest thanks to the Indiana Bar Foundation
& Wanzer Financial for their support of the Reality CLE program!

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Are Clients Satisfied with Your Legal Services? Are You Sure?

By Cynthia Sharp, The Sharper Lawyer

When is the last time you asked a client if he or she was happy with your relationship? Hopefully, you have kept your finger on that pulse throughout the course of representation. Upon completion of a legal matter, you have a chance to gather information through use of a survey. Your firm’s “file closing process should include sending a survey to each client. There are a number of online survey tools that can be used; however, any practitioner can begin surveying clients today by using the template provided below.

While implementing the process takes a little extra work and you may even want to remain in blissful ignorance, your firm (and ultimately clients) stand to benefit because you have the opportunity to:

  • Improve Service – Soliciting client feedback keeps you apprised of issues that can be addressed by you to improve the client’s experience.
  • Address Concern or Complaint – The adage “If you like our services – tell others and if you don’t like it – tell us” applies particularly to law firms.  If a client indicates dissatisfaction, pick up the phone IMMEDIATELY and address the problem.
  • Compliment Staff Members – When a client praises one of your staff, pass on the compliment – publicly.
  • Remind Clients Why They Like You – As the client answers the questions, they will (hopefully) convey positive feelings — which will be reinforced during the process.
  • Ask for Referrals – Clients who like you are thrilled to pass your name onto their friends, colleagues and family members.  At the very least, the client may provide additional names for your database list.

Feel free to use the following template for your client satisfaction survey:

CLIENT SATISFACTION SURVEY
Establishing and maintaining strong relationships with our clients is one of our paramount concerns. We rely on feedback from our clients to identify where we are strong and where we need improvement.  We would appreciate it if you would take a few minutes to answer these few questions.

  • What was your first impression of the firm? Did you find the reception area and office atmosphere pleasant?
  • Were you greeted warmly by the receptionist whenever you called or visited the firm?
  • Was the attorney or staff member on time for your appointments?
  • Did you feel comfortable during your first in-person meeting?
  • Were you kept up to date on the status of your case?
  • Did your attorney answer your questions to your satisfaction?
  • Were your telephone calls returned promptly?
  • What do you believe is our firm’s biggest strength?
  • What do you believe is the area we need the most improvement on?
  • Were you ever surprised by the amount of an invoice received from our firm?
  • What are the 2 ways we could better serve you?
  • Would you recommend your friends, relatives or colleagues to hire us?
  • Are they any other comments, suggestions, complaints, or concerns you would like to voice?
  • Would you like to discuss any further issues with your attorney?  Were there unanswered questions or aspects of the matter that you don’t understand?

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If you found this information to be useful in your practice, you won’t want to miss the upcoming CLE seminars presented by Cynthia Sharp on Friday, March 10th !

Cynthia will be presenting Strategies for Taking Charge of Your Law Practice & The Lawyer’s Guide to Ethical Business Development at the ICLEF Conference Facility, Indianapolis.

 

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Avoid the Problem of Unintended Representation

By Cynthia Sharp, The Sharper Lawyer

Attorney client relationships are still by and large developed in the traditional manner – in person and in an attorney’s office. However, prospective client relationships and the accompanying obligations set forth in Indiana Rule of Professional Conduct 1.18 also may now arise via e-mail, websites and other electronic means. An attorney’s duty to a prospective client includes maintaining confidentiality, avoiding conflicts and pursuing the case.

In recognition of the potential that an attorney/client relationship may be formed without an in person meeting, the ABA House of Delegates amended Model Rule of Professional Conduct (MRPC) 1.18 (a) in August of 2012 to provide:   “A person who consults with a lawyer about the possibility of forming a client-lawyer relationship with respect to a matter is a prospective client.”

Comment 2 outlines the factors to consider in determining whether a communication (electronic, oral, written, in person or otherwise) constitutes a consultation and gives rise to ethical duties:

  • Whether the lawyer encouraged or solicited inquiries about a proposed representation (as opposed to just posting general information on the website);
  • Whether the person encountered any warnings or cautionary statements that were intended to limit, condition, waive or disclaim the lawyer’s obligations;
  • Whether those warnings or cautionary statements were clear and reasonably understandable
  • Whether the lawyer acted or communicated in a manner that was contrary to the warnings or cautionary statements

Attorney websites inviting inquiries from potential clients need to have a disclaimer posted adjacent to the inquiry form; otherwise, the problem of unintended representation may arise. As a matter of curiosity, I randomly reviewed websites of 5 Indiana law firms and found 4 of them to be deficient in this regard. (Don’t despair – it seems that the majority of smaller firms nationwide haven’t yet posted protective language.) Take a look at your inquiry form and if it does not have a disclaimer, feel free to use the following language:

Sample Disclaimer for Inquiry Forms on Websites:

“The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.”

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If you found this information to be useful in your practice, you won’t want to miss the upcoming CLE seminars presented by Cynthia Sharp on Friday, March 10th !

Cynthia will be presenting Strategies for Taking Charge of Your Law Practice & The Lawyer’s Guide to Ethical Business Development at the ICLEF Conference Facility, Indianapolis.

 

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