Tag Archive | "law office management"

3rd Annual Reality CLE, May 7-8

The Real Aspects of Running a Successful Law Practice

We are excited to announce that the Reality CLE program is back for its third year in 2015 with fresh new content, AND an optional pre-program networking event the evening prior! Join your fellow small firm colleagues on May 7-8 at the Crowne Plaza Airport for two energized days packed with valuable information you can immediately put to use in your practice.

To help you manage your budget, ICLEF has again arranged special low tuition rates for everyone, which includes lunch on the first day, 14 hours of CLE credit (including 2 hours towards ethics), the Wednesday evening Reception, Lunch Keynote Feature – The Amateur Life Coach, James J. Bell, Live in-person & FREE PARKING!
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TOPICS:
• Filling Your Financial Toolbox: Banking & Entity Information 
– Credit Card Processing
– Types of Accounts Needed
– Business Structure and Type of Entity
– Real Estate Issues for Law Firms
– PYA – Protecting Your Assets
– When Everything is New – Even You!

• Effective and Ethically Marketing Your Practice (Including .5 E)
– Branding
– Social Media Presence – How Much is too Much?

• Systems Part I – The Production Schedule and Processes
– An Office Manual
– Engagement Letters
– “Breaking Up Is Hard To Do”
– Use of Assistants and Paralegals: knowing the line before crossing into the UPL

* Technology Matters – It Really Does!

• Systems Part II – Show Me The Money! (Including 1 E)
– Time and Billing
– Predictability of Payments
– Advanced Fees
– Communications with Client
– E-Commerce
– What the Heck Are Bitcoins?

• 30 for 30
– 10 Hot Tips in Criminal Law Practice
– 10 Hot Tips in Elder Law and Guardianships
– 10 Hot Tips in Real Estate Law

• Golden Nuggets: Practice Ideas & Pointers of the last 12 Months:
A Closing, Open Forum Style Roundtable

– Including How to Deal with Clients in Crisis: Your Professional Responsibilities (Including .5 E)
– Worth Repeating: Following the Main Golden Rule, If you don’t do a lot of it, don’t do any of it

BREAKOUT SESSION I & II (Select Two)
A. Family Law
B. Courtroom Advocacy
C. HR for Lawyers – What Are Your Employees Entitled To?

BREAKOUT SESSION III & IV (Select Two)
E. Wills, Trusts & Estate Planning
F. Contracts Drafting, Structure and Analysis
G. Consumer Bankruptcy
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FACULTY:
Elizabeth A. Justice – Chair, Crawfordsville, IN
James J. Bell, Indianapolis, IN
Ryan H. Cassman, Carmel, IN
David D. Deeter, Indianapolis, IN
Robert W. Fechtman, Indianapolis, IN
Rebecca W. Geyer, Carmel, IN
Susan M. Hargrove, Carmel, IN
Hannah Kaufman Joseph, Indianapolis, IN
Mark E. Kamish, Franklin, IN
John E. Kolas, Indianapolis, IN
Richard A. Mann, Indianapolis, IN
Sally J. O’Connor, Indianapolis, IN
Paul B. Overhauser, Greenfield, IN
F. Anthony Paganelli, Indianapolis, IN
Jon Quick, Carmel, IN
Fred Schultz, Bloomington, IN
David L. Swider, Indianapolis, IN
Reid F. Trautz, Annandale, VA
Michael J. Trescone, Bloomington, IN
Paul J. Unger, Columbus, OH
Mark S. Zuckerberg, Indianapolis, IN
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AGENDA:
May 6 Reception:         6:30 P.M. – 8:00 P.M. (Optional)
May 7 & 8 Seminar:     8:30 A.M. – 5:00 P.M.
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3rd ANNUAL REALITY CLE
A Unique Retreat for Newer Practitioners & Those That Drive in the Small Practice Lane
14 CLE / 2 E – Wednesday – Friday, May 7-8, 2015
Includes Reception on Wednesday evening, May 6

LIVE IN-PERSON ONLY SEMINAR
Crowne Plaza Airport Hotel & Conference Center
2501 S. High School Road, Indianapolis, IN 46241

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Are Your 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 service – 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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Cynthia Sharp (cindy@thesharperlawyer.com) is Director of Attorney Development at The Sharper Lawyer located in Philadelphia, Pennsylvania.  As a professional CLE instructor and attorney business coach, Cindy has established a national presence as an author and speaker on topics of ethics in the context of practice management, social media and technology – lecturing extensively to law firms, bar associations and other legal organizations.

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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 March 5 & 6 in Fort Wayne and Indianapolis!

Strategies for Taking Charge of Your Law Practice
3 CLE / 3 E – 2 Live Locations! Morning Seminar!

Fort Wayne – Thursday, March 5   9:00 A.M. – 12:15 P.M.
Live In-Person Only! – Grand Wayne Center, Fort Wayne

Indianapolis – Friday, March 6   9:00 A.M. – 12: 15 P.M.
Live In-Person Seminar – ICLEF Conference Facility, Indianapolis
Live Individual Webcast – From your home or office computer

 

The Lawyer’s Guide to Financial Planning
3 CLE / 1 E – 2 Live Locations! Afternoon Seminar!

Fort Wayne – Thursday, March 5   1:15 P.M. – 4:30 P.M.
Live In-Person Only! – Grand Wayne Center, Fort Wayne

Indianapolis – Friday, March 6   1:15 P.M. – 4:30 P.M.
Live In-Person Seminar – ICLEF Conference Facility, Indianapolis
Live Individual Webcast – From your home or office computer

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

 

 

 

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MSC-SlotT3-2013

2014 Masters Series Summer Conference

This years Masters Series Summer ConferenceTM will be held Thursday, July 17th through Saturday, July 19th, 2014, at the beautiful French Lick Springs Resort & Casino & West Baden Springs Resort, in French Lick, Indiana. Attendance will be limited so register soon!

Four of ICLEF’s Masters Series programs will meet concurrently Friday and Saturday, July 18-19, while also allowing for time to enjoy fellowship and all there is to see and do at the French Lick Springs Resort & Casino as well as the remarkable setting of the neighboring West Baden Springs Resort. Very special room rates have been made available for ICLEF Masters Series ConferenceTM Attendees. Hotel reservations can be made online at www.FrenchLick.com or by calling 812-936-9300.

French Lick Springs Resort & Casino Courtyard  French Lick Springs Resort & Casino-Front Porch  French Lick Springs Resort & Casino - Well

Advanced Level Seminars at This Years Conference:
ICLEF is pleased to present advanced-level seminars, known collectively as The Masters Series, for those practitioners who require a distinct level of continuing legal education in their respective fields. Trademarks of The Masters Series include a low faculty-to-attendee ratio, seating arrangements that facilitate interaction, and topics designed to make you think, while providing you with answers to the tough questions and difficult situations you may encounter in your practice.

Click a title below for Topics, Faculty, Agenda, Price & Registration information. To download a PDF of the 2014 Masters Series ConferenceTM Brochure & Registration form, Click Here.

Pardon the Interruption: Ethics! – 3 CLE / 3 E
– James J. Bell, Bingham Greenebaum Doll LLP, Indianapolis
– Charles “Chuck” M. Kidd, Indiana Supreme Court Disciplinary Commission
– Kevin P. McGoff, Bingham Greenebaum Doll, LLP
– Margaret “Meg” M. Christensen, Bingham Greenebaum Doll, LLP

Advanced Individual Bankruptcy Chapters 7, 11 & 13 – 6 CLE / 1 E
Program Chairs:
– Mark S. Zuckerberg, Bankruptcy Offices of Mark S. Zuckerberg P.C., Indianapolis
– Deborah J. Caruso, Dale & Eke Professional Corporation, Indianapolis

Advanced Business Succession Planning – 6 CLE
Program Chair:
– Jeanne E. Longsworth, Longsworth Law LLC, Fort Wayne

Advanced Issues in Family Law – 6 CLE
Program Chair:
– Kendra G. Gjerdingen, Mallor Grodner LLP, Bloomington

Negotiation Strategies within Mediation – 6 CLE / 6 CME / 1 E
Program Chairs:
– Martin E. Latz, Latz Negotiation Institute
– Samuel R. Ardery, Bunger & Robertson, Bloomington

 

ICLEF's Annual Masters Series Conference<sup>TM</sup> at the beautiful French Lick Springs Hotel & Casino and West Baden Springs Hotel & Spa in French Lick, IN. Advanced Seminar at the ICLEF 2012 Masters Series Conference ICLEF's Annual Masters Series Conference at the beautiful French Lick Springs Hotel & Casino and West Baden Springs Hotel & Spa in French Lick, IN.  Advanced Seminar at the ICLEF 2012 Masters Series Conference

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Masters Series ConferenceTM Schedule of Events:

Thursday, July 17, 2014
10:00 A.M.     ICLEF Board of Directors Meeting
                        – West Baden Room, West Baden Springs
12:00 P.M.     ICLEF Masters Series ConferenceTM Registration Open
                        – Level 2 Conference Facility Area
1:50 P.M.        Welcome & Introduction
                        – Alan M. Hux, Masters Series ConferenceTM Chairperson
                        – Windsor Ballrooms, Level 2 Conference Facility Area
2:00 P.M.       PTI: Ethics!
                        – James J. Bell, Program Chair
                        – Windsor Ballrooms, Level 2 Conference Facility Area
3:30 P.M.       Program Break
3:45 P.M.       Plenary Session continues
5:15 P.M.       Adjourn for the Day

5:30 P.M. – 7:30 P.M.      Hosted Reception (Open to All Faculty, Registrants & Guests)
                                         Join us for our welcoming reception with complementary drinks and heavy h’orderves

Friday, July 18, 2014
7:30 A.M.      ICLEF Masters Series ConferenceTM Registration Open
                      – Level 1 Conference Facility Area
7:45 A.M.      Continental Breakfast for Faculty & Attendees
                      – Level 1 Conference Center Foyer
9:00 A.M.     Begin Part One of the 2014 Masters Series ConferenceTM
                      – Level 1 Conference Center

Program start and break times will vary by individual seminar agenda

12:15 P.M.    Adjourn for the Day

3:00 P.M.     Historic West Baden Tour
                   (Open to All Registrants & Guests for $10. Proceeds benefit Indiana Landmarks,
                    a Nonprofit Organization. See Below for more information)

4:00 P.M. – 6:00 P.M.     ICLEF Private Slot Tournament
                                        (Open to All Registrants & Guests. See Below for more information)
                                        – Entertainment Lounge, French Lick Casino

To download a PDF of the 2014 Masters Series ConferenceTM Brochure & Registration form, Click Here.

Saturday, July 19, 2014

7:30 A.M.      ICLEF Masters Series ConferenceTM Registration Open
                      – Level 1 Conference Facility Area
7:45 A.M.      Continental Breakfast for Faculty & Attendees
                      – Level 1 Conference Center Foyer

Program start and break times will vary by individual seminar agenda

9:00 A.M.     Begin Part Two of the Masters Series ConferenceTM
                    – Level 1 Conference Center
12:15 P.M.    Conference Adjourns

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Tour the Historic Grounds

Friday July 18, 2014 • 3:00 P.M. – 4:00 P.M.   Prior to our movie presentation, enjoy a private tour of the West Baden Springs Resort to truly appreciate the architectural and historical significance of the resort. A nominal fee of $10 will be charged for the tour, with all proceeds going to Indiana Landmarks. To register for the Historic West Baden Tour email: scottking@iclef.org.  Or to download a PDF of the 2014 Masters Series Conference Brochure & Registration form, Click Here.

ICLEF's 2013 Masters Series Conference, July 25-27, 2013, French Lick Springs Resort & Casino & West Baden Springs Hotel & Spa, French Lick, IN  West Baden-Atrium  Large well at the West Baden Springs Resort West Baden-Ceiling ICLEF's 2013 Masters Series Conference, July 25-27, 2013, French Lick Springs Resort & Casino & West Baden Springs Hotel & Spa, French Lick, IN

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ICLEF Slot Tournament:
Friday, July 18, 2014  •  4:00 P.M.– 6:00 P.M.
– Entertainment Lounge, French Lick Casino

Reigning Tournament Slot King
L. Tyler Spies, Deatrick & Spies PSC, Louisville, KY

A new twist to our popular slot tournament this year! Tournament Participants and Conference attendees alike will join us for our private reception in the French Lick Casino.  The first 60 Slot Tournament registrants will receive two complimentary drink tickets while a cash bar and complimentary h’orderves will be available for all of our conference guests and tournament players.  Join us for your chance to win or simply catch up with friends and cheer on our slot tournament competitors before starting your evening at the resort!

To register for the Slot Tournament email: scottking@iclef.org.  Or to download a PDF of the 2014 Masters Series Conference Brochure & Registration form, Click Here. 

MSC-SlotT3-2013  MSC-SlotT2-2013  MSC-SlotT1-2013 MSC-SlotKing-2013

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Other Activities & Offerings:

French Lick Springs Resort & Casino
Spend some time exploring all there is to do and see at French Lick Springs Resort & Casino and neighboring West Baden Springs Resort. Concierge service will be provided by FLSR and available throughout the day at the ICLEF registration desk to assist you in making tee times, spa or dinner reservations, and to assist you with the many other activities and features of the beautiful and historic French Lick Springs Resort!  For a complete list of activities at the resort, please go to the resort’s website at www.FrenchLick.com 

Very special room rates have been made available for ICLEF Masters Series Conference Attendees. Hotel reservations can be made online at www.FrenchLick.com or by calling 812-936-9300.

Enjoy a Round of Golf!
It is recommended that reservations for the French Lick Resort Golf Courses be made prior to your arrival. As special guests of ICLEF, conference attendees may reserve tee times at either the nationally recognized Pete Dye Course or Donald Ross course on either Wednesday afternoon (7/24) or Thursday morning (7/25) regardless of where you make your overnight accommodations! ICLEF has blocked a limited number of tee times on these two dates for your convenience. These tee times are available until July 5, 2013 so make your plans today! For golf reservations call 812-936-9300 & ask for the ICLEF reserved tee times.

ICLEF's 2013 Masters Series Conference, July 25-27, 2013, French Lick Springs Resort & Casino & West Baden Springs Hotel & Spa, French Lick, IN ICLEF's 2013 Masters Series Conference, July 25-27, 2013, French Lick Springs Resort & Casino & West Baden Springs Hotel & Spa, French Lick, IN

Concierge service will be provided by French Lick Springs Resort
Available throughout the day at the ICLEF registration desk to assist you in making tee times, spa or dinner reservations, and to assist you with the many other activities and features of the beautiful and historic French Lick Springs Resort! For a complete list of activities at the resort, please go to the resort’s website at www.FrenchLick.com 

Relax in one of the Resorts’ Signature Spas
It is recommended that reservations for the French Lick Resort Spas be made prior to arrival. For spa reservations call 812-936-5819.

ICLEF's 2013 Masters Series Conference, July 25-27, 2013, French Lick Springs Resort & Casino & West Baden Springs Hotel & Spa, French Lick, IN  ICLEF's 2013 Masters Series Conference, July 25-27, 2013, French Lick Springs Resort & Casino & West Baden Springs Hotel & Spa, French Lick, IN

Fun Just for the Kids
French Lick Resort provides fun and exciting activities and adventures that will keep any child engaged and absorbed! Special activities, supervised by the Resort’s trained counselors, have been developed to ensure that kids ages 6-12 years have a full experience in fun and creativity. Visit the resort website for specific activities and events under the link “KidsFest.” Big Splash Adventure Indoor Water Park Just across the way from the French Lick Resort, Big Splash Adventure Indoor Water Park & Resort offers an exciting water park adventure for the entire family. Experience tropical luxury in a family friendly environment! For more information about all the wet and wild fun visit the water park website at www.bigsplashadventure.com

Posted in Highlighted Seminars0 Comments

How to Be Seriously Ethical and an Effective Lawyer – LIVE SEMINAR TOMORROW!

“This seminar greatly exceeded my expectations. It was presented in a thought-provoking way, with details on how to apply it in the future. This is probably the best seminar I have ever attended.”

“He did a great job. Made my once every three years exposure to ethics far more interesting than in the past.”

“Thanks. A great opportunity to focus my energies in the direction I want to go in.”

These are just a few comments made by prior attendees of Professor Gross Schaefer’s ethics and practice management seminar.

For this reason, we are proud to welcome back to ICLEF on June 19th Professor Arthur Gross Schaefer for another installment of his 6 CLE / 6 Ethics seminar How to be a Seriously Ethical & Effective Lawyer.

This seminar is designed to give you a refreshing look at ethics, your firm and yourself.  It will also give you four immediately useable tools for creating a renewed and ethical firm and self:

  • Better organize your practice and your life in an integrated and purposeful manner (whether in a law firm or corporate setting)
  • Develop common goals, greater consensus and cooperation in your  organization
  • Resolve complex conflicts and thorny issues quickly
  • Improve firm wellness

Our program can be attended live in-person or can be enjoyed via group or individual webcast.  So, take that first step toward enhancing you practice and yourself by joining us in June.

HOW TO BE A SERIOUSLY ETHICAL & AN EFFECTIVE LAWYER:
Finding Renewed Meaning in the Practice of Law

6 CLE / 6 ENational Speaker Series Featuring Prof. Author Gross Schaefer
Thursday, June 19, 2014   9:00 A.M. – 4:30 P.M.

LIVE IN-PERSON SEMINAR
ICLEF Conference Facility, Indianapolis

LIVE GROUP WEBCAST SEMINAR
Ice Miller LLP, Indianapolis

LIVE INDIVIDUAL WEBCAST
From your office or home computer or tablet

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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ICLEF
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Suite #300
Indianapolis, Indiana 46204
Phone: 317-637-9102
Fax: 317-633-8780
E-mail: iclef@iclef.org