Proper billing is critical to the success of your law firm. BUT…. law firm billing can be one of the most repetitive, dreaded & time-consuming parts of any lawyer’s day. And we all love chasing down clients to get paid.
In this program, Josh Andrews will present the best practices for attorney billing & timekeeping and handing issues with nonpaying clients. From essential guidelines for capturing billable hours to the top billing mistakes that attorneys make, Josh will provide you with the tools and strategies you need to run a tight ship. Josh will: examine the best practices for avoiding & resolving fee disputes, present strategies for dealing with nonpaying clients and highlight emerging billing and timekeeping tools for law firms. Additional subjects: understanding your firm codes, capturing your time, nonbillable time, knowing the billing cycles, planning for profit, Model Rules 1.5 & 8.4, putting it in the contract, protecting your rights & preserving your relationship and software is your friend.
Josh Andrews is the managing partner of Gatehouse Law where he focuses his practice on the legal needs of entrepreneurs, business law and complex transactions.
Practice Areas: Law Practice Management
Offered In: California (CA)
Course Expiration: 09/30/2029
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours
Original Production Date: 09/30/2024
Run Time: 1:00:00
Our adversarial legal system is full of angry & emotional people – from clients and judges, to court personnel and opposing counsel. As a Divorce Coach, India Kern knows this all too well and she helps emotional clients and angry attorneys in her everyday practice.
By analyzing her own clients and studying some of the top resources in the field, India has developed a framework for dealing with attorneys & clients that would be considered High Conflict Personalities (HCPs). She will introduce you to these concepts by mainly covering: understanding the client’s mental & emotional state, client triggers & practicing self-awareness and cultivating effective communication strategies. Additional topics: managing client expectations, communication barriers, the reptilian brain, how the Amygdala hijacks logical thought, using B.I.F.F. statements (Brief, Informative, Friendly & Firm), 6 key triggers (competence, autonomy, fellowship, status, reliability & integrity), Lenski's Conflict Pivot, Transactional Analysis Overview: Parent | Child |Adult, Critical Parent (CP), Nurturing Parent (NP), 3 steps to deescalate angry clients & emotional people, empathy vs. sympathy and affect labeling.
As a Certified Divorce Coach, India Kern specializes in working with clients who are stuck in the divorce process. I assist attorneys in understanding the client and facilitating communication to achieve the best possible divorce outcome for clients and make it a smooth resolution for the attorney.
Practice Areas: Employment Law, Family Law, Litigation, Personal Injury
Offered In: California (CA)
Course Expiration: 02/07/2029
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours
Original Production Date: 02/07/2024
Run Time: 1:00:00
Data privacy stands at the forefront of eDiscovery, bearing significant legal and ethical implications for attorneys. A failure to uphold stringent data privacy standards – especially Internationally – can lead to ethical violations, breach of sensitive data and hefty fines.
This CLE will teach attorneys the best ethical practices when managing U.S. eDiscovery of data that is stored abroad. Main topics covered: U.S. matters & cross-border legal considerations, international requirements, international technology & collection strategies, using eDiscovery & forensics technology in cross-border reviews and data disposition & reuse. Additional topics: FRCP Rule 1 – Cooperation, Form of Production – FRCP 34(b)(2)(E), data sources, ESI Orders/Stipulations, evolving data laws, global geopolitical factors & economic drivers, cultural differences, understanding data flows, legal hold best practices & scoping, data reservation strategies and collection considerations. The following ABA Model Rules are implicated: Rule 1.1 – Technological Competence, Rule 3.4 – Fairness to Opposing Party & Avoiding Spoliation, Rule 1.15 – Safekeeping Property and Rule 5.1 – Responsibilities of a Supervisory Lawyer.
Panelists include: Carolyn Bigg of DLA Piper (Global Co-Chair of Data Protection, Privacy & Security), Matthew Krengel of Cooley LLP (Discovery & Information Governance (IG) Counsel) and Alex Marjanovic & Chris Marks of Ankura Global Consulting (Senior Managing Director).
Specialty Areas: Legal Ethics
Practice Areas: Business Law, Ethics, Litigation
Offered In: California (CA)
Course Expiration: 02/13/2029
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours
| 1.00 Legal Ethics
Original Production Date: 02/13/2024
Run Time: 1:00:00
Attorneys are no longer confined to print ads in the Sunday paper & late night T.V. commercials. The Internet & social media have opened an entirely new online landscape for attorneys to advertise their services & law firms – but this new electronic terrain presents new ethical challenges.
“In a wreck, need a check?,” attorneys with sledgehammers, a “healthy dose of Dick,” monster trucks & guns. As attorneys that help lawyers with websites & online marketing, Desire'e Martinelli & Jeff Lantz have seen these numerous attorneys violate the rules of professional conduct with their online advertising. They are here to keep your conduct ethical in your YouTube vidoes, Facebook posts & PPC advertising. Primary subject covered: tips to avoid common ethical pitfalls, the consequences & penalties of unethical online advertising, and the best practices & plan when advertising online. Additional topics: using disclaimers, testimonial, making promises, required notifications, misleading ads, confidentiality issues, unjustified expectations, comparative statements, truthfulness & accuracy, case law, creating an ethical compliance plan and tools & resources. Ethical Rules addressed: Rule 1.6: Confidentiality, Rule 7.1: Communications Concerning a Lawyer’s Services, Rule 5.5: Unauthorized Practice of Law and Rule 8.4: Third-Party Violations.
Desire'e Martinelli is an attorney and the Director of Marketing & Analytics of Esquire Interactive LLC. Jeff Lantz is an attorney, entrepreneur and the CEO of Esquire Interactive LLC, an interactive digital marketing agency for attorneys and law firms.
Specialty Areas: Legal Ethics
Practice Areas: Ethics, Law Practice Management
Offered In: California (CA)
Course Expiration: 07/18/2029
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours
| 1.00 Legal Ethics
Original Production Date: 07/18/2024
Run Time: 1:00:00
Curt Brown surveys the regulatory frameworks of the ABA and all 50 states so you know the ethical landscape when referring or accepting cases from fellow attorneys in your state and around the country. Curt will primarily discuss common misconceptions, ABA Rule 1.5 and the ethical approach states have taken to promote referrals amongst attorneys. Curt will also talk about best practices, 4 common myths, joint responsibility, disclosures, "reasonable fees," ongoing responsibilities after referring a matter, pure referral states, crossing state lines, international issues and dealing with nonlawyer companies and law firms based abroad. What Curt will NOT cover in this CLE: Referrals to & from Non-lawyers, Runners & Cappers and Lawyer Referral Services. Mr. Brown is Co-Founder and Chief of Legal Innovation at Overture and also serves as Overture's General Counsel. In 2023, he was named a Rising Star by Super Lawyers.
Specialty Areas: Legal Ethics
Practice Areas: Ethics
Offered In: California (CA)
Course Expiration: 05/31/2028
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours
| 1.00 Legal Ethics
Original Production Date: 05/31/2023
Run Time: 1:00:00
Do you know Michael Mandell, Anthony Barbuto or @TikTorTok?? You might not know them yet – but literally millions of other people do. Yes, even attorneys are breaking into the TikTok market… and some have 10M+ followers!!!
However, TikTok does not come without ethical concerns for attorneys, especially considering the constraints of attorney advertising rules. In this CLE, Cari Sheehan will detail the ethical issues associated with using social media & TikTok and review some attorney influencer videos to see if their online conduct truly comports with the Rules of Professional Conduct. Main topics covered: attorney advertising in a TikTok world, how artificial intelligence can help attorney advertising and ethical rules implicated in advertising on social media platforms. Additional subjects: how attorneys can educate, entertain & inspire on TikTok, how AI like ChatGPT & otter.ai can help attorneys, using disclaimers, YouTube, Facebook, LinkedIn, Twitter, Instagram, using TikTok for hiring & collecting evidence, the perks of successful advertising, showing your personality & humanizing the profession, the cons of TikTok and best practices for remaining ethical while advertising online.
Cari Sheehan is an Assistant Clinical Professor of Business Law and Ethics with the IU Kelley School of Business – Indianapolis where she teaches courses in Business Law and Ethics.
Specialty Areas: Legal Ethics
Practice Areas: Ethics, Law Practice Management
Offered In: California (CA)
Course Expiration: 05/17/2029
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours
| 1.00 Legal Ethics
Original Production Date: 05/17/2024
Run Time: 1:00:00
What should go into an IOLTA Account... what should NOT go into an IOLTA Account? What is good recordkeeping? And why do I always have a negative balance?
Jessica Zoraida will answer all your key trust accounting questions and show you the best practices to remain compliant in your legal practice. Jessica will mainly cover: why good trust accounting is so critical, the risks of falling out of compliance, the benefits of adhering to best practices, Financial Statements basics, trust accounting requirements and what good trust accounting actually looks like. Additional subjects discussed in this CLE: the Model Trust Account Rules (MTAR), ethical & reputational risks of bad trust accounting, cash flow management, the Profit & Loss (P&L) or Income Statement, income & expenses, COGs (Cost of Goods Sold), assets & liabilities, shareholder equity, IOLTA Accounts, retainer vs. advanced deposits, client A/R software, Clio, Earned vs. Unearned Income, monthly reconciliations, FAQs, key takeaways and citations & references.
As a seasoned entrepreneur & CEO of Big Picture Results, Jessica focuses on helping profitable, growing companies make more money & do more in less time. Jessica has spent 25+ years navigating corporate, nonprofit & small business organizations.
Practice Areas: Business Law, Criminal Law, Law Practice Management, Personal Injury, Real Property, Trusts and Estates
Offered In: California (CA)
Course Expiration: 10/31/2028
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours
Original Production Date: 10/31/2023
Run Time: 1:00:00
From bad IDs to people telling lies, Justin Brooks provides the main reasons that people are wrongfully convicted and he offers detailed accounts of the cases he has worked on. Main topics: bad lawyering, differences in police work in the city vs. the country, you come home & find your partner dead, false confessions, junk science, the jury is blinded by junk science, bad information from informants, and you are poor and/or a person of color. Additional topics: bite mark evidence, bad crime scene preservation, Relative Opinion Process, Cross-Racial Identifications, DNA testing & database, the Reid Technique, the CSI Effect, the McMartin Pre-School case and the Brian Banks case. Professor Justin Brooks directs the LLM Program in Comparative Law in Spanish at the USD School of Law. e administers a national moot court program in Mexico and coordinates the work of 35 innocence organizations in Latin America.
Practice Areas: Criminal Law
Offered In: California (CA)
Course Expiration: 09/18/2028
Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours
Original Production Date: 09/18/2023
Run Time: 1:00:00