Category Archives: Law Office Management

Top 20 Paralegal Blogs, Websites, and Influences of 2021

17 Sunday Jan 2021

Posted by in Legal Blogs, Paralegals/Legal Assistants

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(Last Updated Jan 13, 2021), by Feedspot Blogger, https://blog.feedspot.com/paralegal_blogs/

A compilation of twenty paralegal blogs, each with a different focus and content. An excellent resource for beginning or experienced paralegals. I am honored to be listed among them. Each author of these blogs has at least one thing in common – a desire to share their knowledge with others in the profession. Please feel free to write to them to suggest content or ask questions. You will find them happy to help. -CCE

CLIENT GRIEVANCES – HOW TO AVOID THEM AND WHAT TO DO WHEN YOU HAVE ONE

31 Saturday Oct 2020

Posted by in Law Office Management, Legal Ethics, Rules of Professional Responsibility, Supervising Support Staff

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Avoiding Grievances: 25 Things You Can Do, David Bright, St. Mary’s Journal on Legal Malpractice and Ethics, 270 (2016) (with hat tip to William P. Statsky)

https://commons.stmarytx.edu/cgi/viewcontent.cgi?article=1063&context=lmej

I was taught that the biggest client complaint to bar associations was lack of communication. Failing to return calls, respond to emails or correspondence, and requests for updates on the status of the case were the best ways to earn a grievance. Incompetence, lack of representation, and disputes over fees and costs were not far behind.

Mr. Bright’s essay, from the Texas perspective, is nonetheless an excellent refresher and reminder for all of us. Paralegals and legal support staff – do not think you are off the hook. You represent your attorney and employer. These ethical considerations are important for you as they are for your attorney. -CCE

Need Free Help With Excel or Word Software?

13 Tuesday Aug 2019

Posted by in Excel, Law Office Management, Legal Technology, Word

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Tips.net, Sharon Parq Associates©2019

https://www.tips.net/index.html

I stumbled across these technology tips some time ago. I love technology. But, like everyone, if I do not use it often, I often forget a step or get stuck. When I need a hand, I have found the tips on Word and Excel especially helpful. Even better, both the Word and Excel tips have newsletters and answer questions from readers.  -CCE

 

Ways to Improve Your Performance.

16 Sunday Sep 2018

Posted by in Billing, Diligence, Job Performance, Law Office Management, Legal Ethics, Management, Time Management

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Associates: Top 10 Questions to Ask Your Supervising Attorney, by Cordell Parvin, Cordell Parvin Blog (with hat tip to William Statsky)

https://bit.ly/2oPQqmf

Let’s go with the premise that, whenever a supervisor gives you an assignment, you are familiar with office procedures, court rules, or whatever basics you need to perform the work. This post has two sections: (1) questions to ask before starting an assignment, and (2) questions to ask after completion.

Even if you already know some or all of the answers to the first, asking the second set of questions will help you get valuable feedback to improve your performance. – CCE

“[A]t the Beginning of a Project:

  1. When would you like me to complete this project?
  2. Describe what you have been told to do and then ask: Have I missed anything?
  3. How many hours are you expecting me to take on the project?
  4. Are there any materials I should review?
  5. Would it be helpful if I gave you my initial findings/conclusions?

At the end of the project:

  1. Have I covered all the areas you wanted?
  2. Is there anything more I can do to help you with this?
  3. Can you give me some feedback on my work?
  4. Are there any areas where you think I could improve?
  5. Can I help you with any other projects now?”

E-Filing Tips.

09 Sunday Sep 2018

Posted by in E-Filing, Law Office Management, Legal Technology, Office Procedures, Technology

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E-Filing Tips for Attorneys, by Smokeball

https://www.smokeball.com/blog/e-filing-tips-for-attorneys/

Are you an e-filing superstar or novice? Regardless of your court jurisdiction, Smokeball has provided tips that cross jurisdictional lines. These are more common-sense suggestions rather than tips specific to a particular court, and worth your time. Smokeball includes a commercial for its product. Even if Smokeball is not your cup of tea, the underlying premise is a good one. -CCE

With the advent of e-filing comes new challenges and opportunities for mistakes. Some e-filling mistakes are caused by poor planning, clunky software or even something as simple as a setting in your inbox. To help you stay on top of your e-filling, here are five e-filing tips to help you avoid e-filing pitfalls.

‘[A] computer lets you make more mistakes faster than any invention in human history – with the possible exception of handguns and tequila.’[1]

Use a Separate and Distinct E-Filing Email Address

Did you know that the average person receives about 120 emails everyday?

If you are like most people, you have to sift through the clutter to get to emails that are important. But, because you get so many emails everyday, you may overlook or mistakenly delete an important email.

With mandatory e-filing, every attorney is required to provide a primary email address and up to two secondary email addresses on all appearances and documents filed with the court.[2] This means that not only will you electronically file documents, you will also receive documents filed by other parties via email.

As you list your primary email address on your appearance, don’t use your personal email address as your primary address. Create a separate email address for e-filing to help you stay organized. A dedicated email address for e-filing will ensure that all notices are sent to one central address. This allows other members of your firm to access emails and look for notices from the courts specifically for your cases. Also, when you are out of the office, others can cover and look out for any actions taken on cases.

Check Your Junk and Spam Folders

Another simple but overlooked e-filing tip is checking your spam folder.

Everyday you receive junk or spam mail that clogs up your mailbox. Because of the countless number of junk mail we receive each day, our mail servers have filters that uses a set of protocols to determine what is junk and what are legitimate emails. However, there are times that legitimate emails are caught by an aggressive filter. For attorneys, that could potentially be an e-filling.

To ensure that you don’t miss a notice from the court or opposing counsel, make sure to check your junk mail folders. Also, don’t set your junk mail folder to delete automatically. You don’t want to make a mistake of missing a deadline because it was stuck in the junk mail folder and then auto-deleted.

Whitelist Important Senders

A whitelist is a list of email addresses or domain names that you provide that allows your junk mail or spam filter will allow through into your inbox. I recommend that you put the domain names of the courts and clerk’s offices on your whitelist.  Also, enter opposing counsels and key clients on the whitelist to ensure that emails are not blocked. It’s important to keep your whitelist updated as people and organizations change email addresses or domain names.

Check the Online Court Docket

It’s easy to rely on emails and notifications for new events on your cases, but don’t rely on emails to stay on top of your cases. It’s still a best practice to check the court’s docket online to ensure that no new action or orders were entered. There may be instances where emails were blocked, sent to the wrong address, or other technical glitches causing you to not receive a notice. Create a protocol to check the court’s online docket every 2 to 3 weeks on all your active cases.

Don’t Wait ’till the Last Minute

Supreme Court Rule 9(d) provides that you have until midnight to electronically file a document and still have it considered as filed that same day.  However, don’t wait till the last minute to file a document. E-Filing is a new process and there may be technical issues that you will encounter at the last minute. You may lose your internet connection, lose power, have computer issues, etc., which can cause you to miss your deadline.

Make sure your computer is up to date and have your anti-virus updated. Use a legal practice management system to ensure your data is backed up and you can collaborate with other members of your firm just in case something goes wrong with your computer.

E-filing with Legal Practice Management Software

It’s more important with e-filing to have all your case and critical data in a digital file, where you store all documents, emails, and other important case details in one central location. Enter Smokeball.

Smokeball not only allows you to keep all your information in one central place, you have access to over 14,000 automated legal forms, the most comprehensive automated legal forms library in the industry.

For attorneys in Illinois, Smokeball’s integration with InfoTrack allows you e-file directly from your practice management software. To learn more, see the software for yourself.

[1] Mitch Ratcliffe (quoted in Herb Brody, The Pleasure Machine: Computers, Technology Review, Apr. 1992, at 31).

[2] Rule 11, Rule 131(d)(1)

 

Focus!

06 Thursday Sep 2018

Posted by in Law Office Management, Office Procedures, Time Management

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New Book on Attention Focusing, by Scott Fruehwald, Legal Skills Prof Blog

http://lawprofessors.typepad.com/legal_skills/2018/09/new-book-on-attention-focusing.html

In the legal profession, multi-tasking is considered a required skill for attorneys and staff alike. Depending on the project, there are times when I want – or need – a chunk of uninterrupted time to perform that particular task. At other times, I can easily juggle several things at once. It depends on the task and how many distractions are competing for my attention.

There is an opposite point of view that multi-tasking is a myth. Rather than multi-tasking, they advocate that focusing on one thing at a time is the most efficient use of your time.

This difference of opinion about multi-tasking is why this post caught my eye. We all have days when we wonder whether our brain cells decided to commit mass suicide without warning us. Conversely, there are times when we are solidly in the zone and knock out one assignment after the other.

Professor Fruehwald’s post tweaked my curiosity about a person’s short-term memory and how it works, as well as the title of Chris Bailey’s book, “Hyperfocus: How to Be More Productive in a World of Distraction.” Looks like an excellent read. -CCE

One of the most important aspects of being an effective learner is attention focusing.  Short-term memory has only about 4 to 7 slots, and an effective learner focuses her attention on the task at hand.  Chris Bailey has just published a self-help book on attention focusing for a popular audience: Hyperfocus: How to Be More Productive in a World of Distraction (2018).

From the New York Times:

‘Hyperfocus’ teaches readers to control their limited capacity to focus on and process things in the moment, which he calls our ‘attentional space.’ It turns out our brain’s scratchpad is pretty small and can only hold a handful of tasks at a time. When one of those tasks is complex — like putting together a business proposal or taking care of a toddler — that number dwindles down to one or two.

Why Automatic Deletion of Spam Email Causing Failure to File a Timely Appeal Is Not Excusable Neglect.

30 Saturday Sep 2017

Posted by in Calendar/Docketing, Emails, Law Office Management, Legal Ethics, Legal Technology, Office Procedures, Technology

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(With hat tip to William P. Statsky)

My home email software has a spam folder where unwanted emails go to die – eventually. I must deliberately choose to send an email to the spam folder. Then, I must decide whether let it remain in perpetual limbo as spam, block it, or delete it.

Imagine the number of emails routinely sent and received by most law firms.  My computer’s email setup would not be practical.  But, when it comes to email configuration, there are good choices and bad ones. A Florida law firm rejected recommended safeguards to snag spam and allow someone, other than the computer, to decide whether to delete the email. That decision, along with others, turned out to be a bad call.

Here are the facts. The trial court’s court clerk served an order by email on the parties. The order awarded a significant amount of attorney fees to the appellee. The appellant claimed it did not receive the emailed order, which is why it failed timely to file an appeal. What happened? The firm’s email system automatically deleted the court clerk’s email and attached order as spam.

The appellant appealed and asked the court to vacate the original order and reenter the order to allow the appellant to appeal. Its email deletion error was “excusable neglect.” Not so said that trial court, and the Florida’s First District Court of Appeal affirmed.

The appellate court gave several specific reasons for rejecting the appellant’s argument.  First, the review of the court clerk’s email logs confirmed that the email with the court’s order was served and received by the law firm’s server. Second, the law firm’s email configuration made it impossible to determine whether the firm’s server received the email. Third, the law firm’s former IT specialist’s advice against this configuration flaw was deliberately rejected by the law firm because its alternative cost more money.

The trial court concluded the law firm made a conscious decision to use a defective email configuration merely to save money, which was not “excusable neglect.”

Another nail in the coffin was testimony by the appellee’s attorney. His firm assigned a paralegal to check the court’s website every three weeks to safeguard that his firm would not miss any orders or deadlines.  The court held that the appellant had a duty to check the court’s electronic docket.

What’s the moral here? Lawyers must configure their computer systems to prevent this costly error. And they must employ a “meaningful procedure” to prevent the series of events that caused this fatal error.

I rather liked the idea of the paralegal assigned to check the court’s online file. In this instance, the paralegal checked it every three weeks. I would modify this depending on the notice time required by your court’s rules.

I recommend reading the entire opinion for its analysis on “excusable neglect.” You can find the opinion here: http://bit.ly/2xI3gGB. -CCE

Managing Distractions.

06 Wednesday Sep 2017

Posted by in Law Office Management, Office Procedures, Time Management

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How to Manage Interruptions and Distractions at Work, by Nicola Leach, Alliance Work Partners

https://www.awpnow.com/main/2016/07/07/manage-distractions-at-work

I admit that one of the things I like about working as a paralegal is that I never know exactly what will happen every day. I may have a mental list of target goals I want to accomplish that day. I may even get to start on at least one. But, emails, telephone calls, co-workers, demands of your clients, and unexpected and last-minute assignments often interrupt my work day. It’s what I call a normal day at the office.

I rely on checklists and our office software to keep me apprised of upcoming deadlines and when an average project has turned into a critical one. Prioritizing what comes first can be a challenge. But the biggest challenge I face is interruptions and distractions that eat away at my productivity.

If you have your own office, you can shut your door. If office drama occurs, heading back to your assigned work area and focusing on anything but the uproar is always the best policy.

But, remember that this door swings both ways. If you have no door to shut or share space with someone else, you must remember that you are not alone. Whenever you talk on the phone, mumble to yourself (I often talk to my computer as if it will pay attention to my demands), or make unnecessary noise, YOU have become the distraction.

Checklists work best for me to be prioritize my work load and make sure that nothing falls through the cracks. Your case management software might have built-in checklists you can use. If not, write your own. What works for me may not work for you. Regardless of your method, be faithful and turn it into a habit rather than a chore. -CCE

Law Firm Email Encryption – Are You Ethically Compliant?

11 Thursday May 2017

Posted by in Clouds, Confidentiality, Emails, Ethics Opinions, Law Office Management, Legal Ethics, Legal Technology, Rules of Professional Responsibility, Technology, Technology

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ABA Issues New Ethics Opinion on Encryption of Attorney-Client Email, Jim Calloway’s Law Practice Tips Blog

http://bit.ly/2qy8J2a

Does your state have an ethics opinion about encryption of your firm’s email? Do you use encryption? Do you use a secure cloud based platform? If you are not sure, don’t you think you should check?

Most law firms frequently use email over fax and regular mail to communicate with their clients, their expert witnesses, and opposing counsel. What is your obligation to ensure confidentiality of your firm’s email, and are you meeting it?

The ABA’s ethics opinion is instructive, as well as the Texas ethics legal opinion referred to by Mr. Calloway at the end of his post. -CCE

Email Spam or Have I Got A Deal For You!

25 Friday Nov 2016

Posted by in Emails, Law Office Management, Legal Technology, Technology

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The Holidays Bring More Email Threats, by Jim Calloway, Jim Calloway’s Law Practice Tips Blog

http://www.lawpracticetipsblog.com/2016/11/holidays-bring-email-threats.html

I may be the luckiest person in the world. I receive emails almost daily from people I do not know who want to give me money. I’ve won the lottery or I’m offered a fantastic job as a “mystery shopper.” And, boy, do I win a lot of stuff! Of course, none of this is true.

On the flip side, the tone may be more menacing. Emails from banks and credit cards saying they need me to respond to address a delinquent account or that someone has used my account. I do not have accounts with these folks.

Even with my firewall and my attempts to avoid viruses, Trojan horses, and other attacks on my computer, bogus emails and spam walk right in. I block these emails, mark them as “junk,” and they still come. I suspect many of you get the same things.

Make no mistake. You and I are targets. -CCE

Is A Non-Lawyer A Professional?

23 Friday Sep 2016

Posted by in Law Office Management, Management, Paralegals/Legal Assistants

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It’s Time to Kill the “Non-Lawyers” by Matt Hoffman, the [non]billable hour blog

http://bit.ly/2cpZOJk

[L]aw firms are professional services businesses and it’s time to acknowledge the large group of diversely talented people who make them run — people who don’t deserve to be labeled ‘non’-anything.

Instead, let’s call them what they really are: Professionals.

Continue reading →

An Update on the New DOL Overtime Rule.

21 Wednesday Sep 2016

Posted by in Employment Law, Exempt Employees, Law Office Management, Lawyer Supervision, Non-Exempt Employees, Paralegals/Legal Assistants

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Michigan Joins Quest to Block New Overtime Rule, by Jason Shinn, Michigan Employment Law Advisor Blog

http://bit.ly/2d5Bpto

The new overtime rule proposed by the Department of Labor is definitely one to watch. Its impact on employee and employer alike is significant.

How will it impact paralegals? As a profession, we began as exempt professionals, and not eligible for overtime. The Department of Labor eventually determined that paralegals were non-exempt because we work under the direct supervision of lawyers, and do not make independent decisions. Personally, I prefer being considered as an exempt professional, but not all paralegals share my opinion.

 A more detailed explanation of the history of the Department of Labor and the paralegal professional can be found here: https://www.paralegals.org/i4a/pages/index.cfm?pageid=3304. -CCE

On September 20, 2016, Michigan joined 20 other states in filing a lawsuit against the U.S. Department of Labor (DOL) to block a new overtime rule that goes into effect on December 1, 2016. Here is a link to the complaint Nevada v. Labor Dept., (9/20/16).

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DOL’s Rule Expands Eligibility for Overtime Pay

The DOL’s overtime rule would more than double the salary threshold, up to about $47,500, under which workers are automatically entitled to overtime pay. This rule focuses on shrinking what is referred to as the ‘white collar exemption,’ which exempts employees who perform ‘executive, administrative or professional’ duties from overtime and minimum wage requirements.

Continue reading →

Need to Turn Your iPad Into Second Monitor? There’s an App for That.

22 Monday Aug 2016

Posted by in Law Office Management, Legal Technology, Technology, Time Management, Windows

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This App Turns Your iPad Into a Second Monitor, by Robert Ambrogi, LawSites Blog

http://www.lawsitesblog.com/2016/08/app-turns-ipad-second-monitor.html

When you start using two monitors, many of us are hooked. My favorite feature is the ability to drag documents and websites back and forth. Imagine having a spreadsheet or other document open on one screen, and the document or source of the information you need on the other screen. If you need to keep an eye on email or your docketing calendar, you can keep it up on one screen and work using the other. (If you do not have a second monitor, you can access your other open windows using Alt-Tab.)

I can understand why Mr. Ambrogi is excited about this app. -CCE

I am so dependent on a second monitor that I no longer feel productive without one. That can be a problem when I am away from my office. It is especially a problem when I travel and am hunkered down in a hotel room with important work to get done.

Then I discovered Duet Display, the app that turns your iPad into a monitor.

What’s the Top Complaint Against Lawyers?

11 Thursday Aug 2016

Posted by in Law Office Management, Legal Ethics, Management, Professional Civility, Rules of Professional Responsibility

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Top Complaint Against Lawyers Is Rude or Uncivil Behaviour, by Carolyn Anderson, Bencher’s Bulletin, The Law Society of British Columbia

https://www.lawsociety.bc.ca/page.cfm?cid=2219

Before you read the article, just for fun guess what rude or uncivil behavior comes to mind? Profanity? Naw! Profanity in a law office is almost an unwritten law in the office manual. Failing to return calls or respond to letters or emails from clients? That’s always been a favorite. You’re getting warmer! -CCE

There’s Positive Stress and Then There’s the Other Kind.

11 Thursday Aug 2016

Posted by in Bullying, Employment Law, Harassment, Law Office Management, Marketing, Office Procedures

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Stress at Work: Defining the Line Between Motivation and an Abusive Workplace, by Celeste Duke, Diversity Insight Blog

http://bit.ly/29Nja5b

Regardless of whether you are a lawyer or legal professional, if you have been out there for a while, you have run into a “bad” boss. They are described in different ways – bully, perfectionist, bi-polar, belittling, and just plain unpleasant – but they are all accomplish at least one thing. They chase off good employees, and make an associates’ and staff’s miserable.

Many rules in a law office may not make sense to the uninitiated. Usually strict rules accompanied with micro-management are a red flag. New hires will likely inherit left over residue from a former employee who abused the rules so badly and frequently that management adopted more restrictive rules. It doesn’t matter that the bad apple is no longer there. New employees are stuck with jumping through the hoop actually designed for a former employee.

If you are interviewing and the office manager asks whether you mind working with difficult people, that is clearly a red flag. Ask why a position is open. Often, when all other things are equal, someone who works for a good boss rarely leaves a job.

If you have a boss who is truly making you miserable or has made it clear you are as far up the ladder as you will go, it doesn’t hurt to polish up your resume and stick your toe in the water. As a good friend once said that, when it comes to job hunting, you can always shop but you don’t have to buy.

If you have found that the nice prospective boss in the interview has turned into an extremely difficult tyrant, of course you have options. But, to be on the safe side, you may want to polish your resume and start putting out feelers. There is a difference between positive stress and the extremely destructive kind. Before this boss has destroyed any self-confidence you have left, get out of there.

Happily, not all attorney supervisors believe that intimidation and abusive behavior is the best way to encourage quality work and employees. Some people even thing that positive reinforcement, team work, and mutual respect and consideration actually improve employee performance and enhance the firm’s overall quality. What a concept! – CCE

In the movie Glengarry Glen Ross, Blake is a trainer sent by corporate to motivate a sales team. In addition to offering helpful gems like the acronym ABC to remind the salesmen that they should ‘always be closing,’ he repeatedly berates them and calls them names while bragging about his own success. He tells the team about a new sales competition that week: First place gets a Cadillac, second place gets a set of steak knives, and third place gets fired.

We hope you have never had a boss like Blake, but it’s likely that you recognize shades of his character in past managers, coworkers, or even a current manager in your organization. You want managers to push employees to do good work and get the best results for the company, but it can be hard to know how far is too far. During his ‘motivational’ speech, Blake asks one salesman, ‘You think this is abuse?’ As it turns out, it just might be, and this could be a new frontier in employee claims.

Continue reading →

How to Get Clients to Pay On Time Every Time.

31 Sunday Jul 2016

Posted by in Billing, Economics, Law Office Management

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15 Legal Billing Practices: The Good and the Bad, by Tim Baran, Legal Productivity Blog

http://bit.ly/2arSXdu

Bad legal billing practices have plagued law firm operations and, in turn, law firm growth for decades. Entering time, collecting time sheets, and assembling bills can steal inordinate amounts of otherwise productive time, even from the most ambitious lawyers. Clients routinely wait months to be billed after the relevant work was performed, and that results in client complaints and cash flow problems for the firm. Each of those factors does its part in handcuffing the firm’s opportunity for growth.

We examine 15 legal practices – the good and the bad – in the Better Billing Practices E-Book. Here’s a nugget from each of the chapters.

Continue reading →

Yep – Just A Paralegal.

10 Tuesday May 2016

Posted by in Law Office Management, Management, Paralegals/Legal Assistants

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“Just” a Paralegal? by Christopher Beck, California Bar Journal (May 2016)(with hat tip to William P. Statsky)

http://calbarjournal.com/May2016/Opinion/ChristopherBeckCYLA.aspx

[I] remember something very intelligent and profound that my professor said during this first day: ‘One day you’ll be out in the world working at a law office, big or small, government or private. And on that first day you will have absolutely no idea what you are doing. To make it worse, no other associate will help you. The best advice I can give you is this: Be nice to the paralegals. They know more than you think, often as much as the lawyers, and they have been at the firm longer. If you want to survive, befriend them.’

Continue reading →

App Honey Pot for Lawyers and Other Legal Professionals.

13 Saturday Feb 2016

Posted by in Apps, Clouds, Document Retention, Dropbox, Evernote, Google, Law Office Management, Legal Technology, Management, Marketing, Office Procedures, Technology, Time Management

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50+ Apps and Services to Manage and Grow Your Law Practice, by Tim Baran, Legal Productivity Blog

http://bit.ly/1O8iPGC

[H]ere’s a list culled from feedback from solos and small firm lawyers and administrators, my own experience, and lots of research, that will help to optimize the day-to-day management and growth of your practice. . . .

Continue reading →

Law Offices Targeted By Hackers.

26 Tuesday Jan 2016

Posted by in Cybersecurity, Disaster Preparedness, Law Office Management, Legal Technology, Passwords, Technology

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The Lawyers’ Guide to Hacking Threats, by Karen Conroy, Lawyerist.com

http://bit.ly/1POLdz2

International security authorities spent close to two years pursuing a criminal site called Darkode, where hackers could buy and sell malware meant to steal information. On the international site, which could only be accessed with a referral and a password, hackers advertised and sold their homemade software. Criminals who bought it could steal anything from Facebook follower lists to database account passwords.

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Law firms are especially tempting to cyber criminals because of the value of the sensitive information stored on their networks. A majority of law firms have experienced some sort of hacking, with law firms that handle government contracts and international business being targeted most often. About 80% of the largest 100 law firms have experienced some sort of violation. . . .

Continue reading →

Less Stress and More Clients? What’s Not To Like?

17 Sunday Jan 2016

Posted by in Law Office Management, Management, Marketing

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Toward a Less Stressful Workplace (and More Clients), by Jim Calloway, Jim Calloway’s Law Practice Tips Blog

http://www.lawpracticetipsblog.com/2016/01/a-less-stressful-workplace.html

Toward a Less Stressful Workplace is my column in the January/February 2015 issue of Law Practice Magazine. Law offices often deal with very high stakes matters under strict time deadlines. It is not news to those in the legal profession that there is a lot of stress associated with being a lawyer. So there may be nothing earth-shattering for you in these tips. But it is the beginning of a new year and aiming for less stress in your life and the lives of your coworkers has to be a good thing. So read and feel free to share. . . .

Continue reading →

More Ways To Use The Versatility of Evernote.

06 Wednesday Jan 2016

Posted by in Evernote, Law Office Management, Legal Technology, Note Taking, Office Procedures, Technology

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How Lawyers Use Evernote, by Tim Baran, Legal Productivity®

http://www.legalproductivity.com/practice-management/evernote-lawyers/

Evernote has so much potential. I have barely scratched the surface. This is a tool I definitely want to use and know more about. -CCE

Evernote is more than a note-taking application. We use it to store ideas, recordings, projects, tasks, images…The list is as comprehensive as we want it to be. Evernote allows us to offload our brain and organize our lives.

And how do lawyers use Evernote? I asked a few Evernote-loving lawyers. Here are their stories.

Continue reading →

Going Paperless?

26 Monday Oct 2015

Posted by in Document Retention, File Naming Conventions, Law Office Management, Legal Technology, Office Procedures, Technology

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‘Paperless’ Office Doesn’t Really Mean Paperless, But It Does Mean New Processes and Procedures, by Jim Calloway, Jim Calloway’s Law Practice Tips Blog

http://www.lawpracticetipsblog.com/2015/10/paperless-processes-and-procedures.html

‘Let’s just go paperless. We can free up all that space in the file room and quit paying so much for outside file storage.’

“What a great idea!

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Thus begins the perfect storm of a paperless law firm makeover absolutely destined to fail. . . .

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Take Notes By Hand, Not On A Laptop, To Improve Your Memory Retention.

11 Sunday Oct 2015

Posted by in Note Taking, Office Procedures

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New Study Finds Taking Notes By Hand “Significantly Improves” Word Recall Compared To Typing, by James B. Levy, Legal Skills Prof Blog

http://tinyurl.com/phpn429

In the old days before laptops and other digital devices were the norm, we took notes by hand. When I took notes rather than observing and listening in a hearing, meeting, or at trial, I thought it helped me to notice more details that stuck in my memory. I have not had the opportunity to use a laptop or other digital device to take notes.  I cannot say whether handwriting or typing improve memory retention. But it is an interesting idea. -CCE

The study was conducted by a team that includes Professor Anne Mangen (U. Stavanger, Norway) who is one of the foremost researchers studying the effect of hardcopy versus screens on comprehension and retention of information.  This new study is called Handwriting versus Keyboard Writing: Effect on Word Recall  and is available at 7(2) Journal of Writing Research 227 (2015) and can also be accessed online here. . . .

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Your Electronic Communications and Record Keeping Requirements.

21 Monday Sep 2015

Posted by in Ethics Opinions, Law Firm Web Sites, Law Office Management, Legal Blogs, Legal Ethics, Legal Technology, Rules of Professional Responsibility, Technology, Technology

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Deleting Your Website Can Come Back to Bite You in the Assets, by Anna Massoglia, Lawyerist Blog

http://tinyurl.com/nzda7hh

Chances are, you are all too aware that record-keeping is a tedious but necessary evil in the legal profession. There’s also a good chance that you have a website. According to the 2014 ABA Technology Survey Report, 84% of law firms do.

Record-keeping requirements include more than just client files and financial transactions. Many state rules also apply to other electronic communications — including websites.

It is not true that something released to the internet is ‘out there’ forever — especially when it comes to those attempting to comply with record-keeping requirements. . . .

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Houston Law Firm Fires Pregnant Employees.

18 Friday Sep 2015

Posted by in Arbitration, EEOC, Employment Contracts, Employment Law, Gender Discrimination, Law Office Management, Pregnancy Discrimination

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Wayne Wright Fired Another Pregnant Worker, by Thomas J. Crane, San Antonio Employment Law Blog

http://tinyurl.com/q57966e

A law firm in Houston, Texas, fired a female employee because she became pregnant. The employee filed a charge against the firm with the EEOC, and then sued the firm. You would think that, if the firm somehow missed that this was an employment no-no, this experience educated management at the firm.

Unfortunately, that was not the case. The firm, which has offices in several locations, fired a paralegal from its El Paso firm when she became pregnant. The paralegal sued the firm, but this one has a twist. The firm invoked an arbitration agreement.

The matter went up to the El Paso Court of Appeals, which reversed the trial court. The paralegal’s case will go to arbitration. Why wasn’t this a slam dunk against the firm? -CCE