Tag Archive | "law office management"

4th Annual Reality CLE, May 5-6

A Unique Retreat for Attorneys That Drive in the Small Practice Lane as Well as Those New to the Practice of Law!

We are excited to announce that the Reality CLE program is back for 2016 with fresh new content! Join your fellow small firm colleagues on May 5-6, 2016 at the Crowne Plaza Airport for two energized days packed with valuable information you can put immediately to use in your practice.

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 hours of CLE credit (including 2.25 hours towards ethics) and FREE parking.


Banking and Form of Practice
* 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
* Other Resource Suggestions

* Opening & Running an Office on a Shoestring Budget – Successfully!

Advertising Your Practice
* Branding & Ethics
* Staying Connected with Clients & Referral Sources

* Social Media Presence – What Is Effective & Ethical?

Systems Part I – The Production Schedule and Processes
* Sample Office Manual
* Sample Engagement Letters
* How to Organize Work Flow & Your Day
* How to End a Working Relationship

* How to Effectively Use Assistants and Paralegals

How To Effectively Use Technology In Your Practice

Systems Part II – Recording Time & Collecting Fees
* Systems for Time and Billing
* Cash Flow and Payments from Clients
* Advanced Fees
* Communications with Client

* Billing online

Creating a Positive Client Experience – Communications and Beyond

Why is Professional Liability Insurance Worth It?

Golden Nuggets: Practice Ideas & Pointers of the last 12 Months.  A Reality CLE Tradition Not to be Missed!


Sessions I & II  (Select Two)
A. Family Law
B. Criminal Law

C. 10 Must-Have Employee Policies for the Small and Emerging Law Practice

Sessions III & IV  (Select Two)
E. Wills, Trusts & Estate Planning
F. Contracts Drafting, Structure and Analysis
G. The Business of Mediating
H. Creating the Client Experience
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


Rob Albright
Professional Sales and Business Trainer, Antmed, Inc., Indianapolis, IN
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
Susan M. Hargrove
Horizon Bank, Carmel, IN
Jennifer J. Hawkins
Hawkins Law PC, Sullivan, 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
Jennifer A. Ritman
Ritman & Associates, Inc., Noblesville, IN
Kimberly S. Robinson
Law Office of Kimberly S. Robinson, Indianapolis, IN
David L. Swider
Bose McKinney & Evans LLP, Indianapolis, IN
Reid F. Trautz
Firm Resolutions, Annandale, VA
Michael J. Trescone
Trescone Law Office, Bloomington, IN
Patrick H. Wanzer, CPA
Wanzer Financial, Indianapolis, IN
Paul J. Unger
Affinity Consulting Group, LLC, Columbus, OH


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

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How to Understand & Analyze Financial Statements for Attorneys, April 20


The ability to understand and analyze financial information is essential in all areas of legal practice.  In these unstable economic times, it has become more important than ever for accounting misstatements and corporate financial manipulations to be understood and avoided.

This basic-to-intermediate level seminar will show you easily adaptable techniques for reading a balance sheet, income statement and statement of cash flows, helping you communicate more effectively with financial and business professionals as well as identify vital financial and legal issues significant to you and your client.


Your Role as an Attorney:

Ethical, Considerations Relating to Financial Statements

Basic Concepts Underlying Financial Reporting
* Generally accepted accounting principles (GAAP) and non-GAAP accounting
* Levels of assurance provided in a financial statement
* Net income vs. cash flow
* Depreciable assets
* Capitalizing vs. expensing
* Inventory

* Other fundamental concepts

The Financial Statements
* Accountants’ Report
* Balance Sheet
* Statement of Cash Flows

* Notes to the Financial Statement

Basic Financial Statement Analysis
* Short-term Liquidity
* Long-term Solvency and Planning
* Profitability
* Return on Investment

* Commonly Used Ratios

Common Manipulative Techniques
* How a financial statement can follow the rules and still be deceptive
* Circumstances where you are most at risk of being misled
* Tactics to protect yourself, clients and your firm


Douglas R. Smith, CPA

Adjunct Instructor, Sierra Nevada College, Incline Village, NV

Thomas D. Perkins
Attorney, Indianapolis


6 CLE / .5 E – Wednesday, April 20
9:00 A.M. – 4:30 P.M.

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Mastering Microsoft Word in the Law Office, April 13

Are you tired of wrestling with Word every time you have to draft something more complex than a letter? Do you wish you could control Word’s formatting and gain a better understanding of how it works? Do you miss WordPerfect? If the answer to any of these questions is yes, this is your class! Word classes designed for the general public just don’t address the issues legal professionals face when drafting legal instruments. By contrast, this class is designed by lawyers, for lawyers.

BRING YOUR LAPTOP if you would like to follow along! 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 & 2016 for Windows.

Are you a Mac user? Please let us know ahead of time.  We can send you a Word for Mac 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.


“One of the best seminars ever! Barron is knowledgeable and entertaining. This seminar will change your word processing life!”

“I love this guy! Why? 1) the content is directly relative to my practice; 2) there were very helpful skills — well documented’ 3) energetic presentation.”

“Excellent!! First Word training that I’ve been to that I’ve left feeling like, now I get it!”

“Very clear explanations, strong knowledge of the subject, entertaining speaker and knows his law audience.
Wish I’d taken it 10-years ago!”

“If I remember 1/3 of the information, I’m ahead of the game and my firm got more than their money’s worth.”

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 & 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 and 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

Barron K. Henley, Esq.

Partner, Affinity Consulting Group, Columbus, OH

6 CLE (NLS) – Wednesday, April 13, 9:00 A.M. – 4:30 P.M.



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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:

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?


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 30 & 31 in Merrillville and Indianapolis!

Join us March 30th in Merrillville for Strategies for Taking Charge of Your Law Practice & Client Relationship Mastery.

Cynthia will also be presenting Strategies for Taking Charge of Your Law Practice & Client Relationship Mastery in Indianapolis at the ICLEF Conference Facility March 31st! 


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