Cyber Solutions Practice Management Tips For Busy Lawyers


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Cyber Solutions Practice Management Tips For Busy Lawyers

  1. 1. OSB Bulletin Magazine - August/September 2002 Home | Sitemap | Forms | Contact Member Directory Member Login Public Info Search Regulatory Functions Oregon State Bar Bulletin — AUGUST/SEPTEMBER 2002 Admissions Discipline Managing Your Practice Discipline Home Cyber Solutions Disciplinary Practice management tips for busy lawyers Board Reporter By Beverly Michaelis Disciplinary Boards Local Professional Busy lawyers are always looking for ways to make their offices run more smoothly. But with the press of everyday Responsibility Committee demands, exploring available resources or the latest technology is often put on the back burner. With so little time, State Professional how can you improve efficiency and productivity? Here are some leads to get you started: Responsibility Board Electronic case filing and adobe acrobat MCLE As courts move closer to a paperless system, more practitioners and staff will need to learn the ins and outs of MCLE Home Adobe Acrobat, the program that creates the PDF files used in electronic filing. Adobe’s Portable Document Committee Format (PDF) is a universal file format that preserves all the fonts, formatting, graphics and color of any source Forms document, regardless of the application and platform used to create it. Classes on Adobe Acrobat are readily available through private providers as well as local universities and community colleges. In addition, Adobe Program Database provides extensive help online, including a searchable knowledge base, online lessons, books, videos, Rules (PDF) downloadable files, user forums and more. Visit Other useful sites include Sponsors and Status Change Forms Oregon business law documents online Inactive Status In May 2002 two local attorneys launched, a website geared to business practitioners offering Form (PDF) more than 150 business law templates. Each template has its own drafting guide, history of substantive revisions Active Pro Bono and a message board so Oregon attorneys can communicate with each other. Subscriptions are based on size of Status Form (PDF) firm and billed on a flat monthly rate. Visit the site for more information. Reinstatement Forms (listing of PDFs) Free child support calculators available online Resignation Child support calculators based on the Oregon Child Support Guidelines are available online at www.dcs.state.or. Form A (PDF) us/calculator. Choose from the regular custody calculator, the split custody calculator or shared custody calculator to calculate support payments. Complete descriptions of each are available on the site, along with links to the IOLTA Certification guidelines and applicable Oregon Administrative Rules. Unlawful Practice of Law Pulling out your hair trying to keep on top of changes in technology? Member Resources Lower your blood pressure with a subscription to Law Office Computing. At $5 or less per month, you’ll get all the Bar Publications latest software reviews, practical hardware advice, word processing tips and valuable insight on new technology. Bar Bulletin Subscribers have full access online to archived issues of the magazine, including more than 300 product reviews – Archives and tips. Subscriptions are $49.99 per year if paying by credit card; $59.99 if you prefer to be billed. Contact James Publishing at (714) 755-5450, or visit Bar Leader Communicator Bar Leadership Need staff? Try a cyber secretary! Conference Handbook Cyber Secretaries is an Internet-based service available around the world from any telephone 24/7. Dictation is Capitol Insider transcribed, proofread and sent back via e-mail to your computer. If you need transcription services, Cyber Disciplinary Board Reporter Secretaries may be a more flexible and less costly solution than hiring a secretarial service. For a free automated OSB Legal Publications trial, call (800) YOU DICTATE (968-3428), or visit the Cyber Secretaries web site at www.youdictate .com. Casemaker™ Want to better educate clients about costs? Legal Research Casemaker™ Login Develop a 'price sheet.' Pull together the information on fixed costs (filing fees, service charges, recording fees, Casemaker™ FAQ etc.) as well as worst-case estimates on open-ended expenses such as depositions and medical reports. Use the (1 of 4) [5/9/2009 7:19:39 PM]
  2. 2. OSB Bulletin Magazine - August/September 2002 Casemaker™ price sheet as a tool to educate and prepare the client, as well as to set a retainer. User Guide (PDF) How much time do you spend searching for lost documents or files? Casemaker™ EULA (PDF) Career Center According to Inc. Magazine, the average executive spends one month every year looking for lost, mislaid or Forms Library misfiled information. The average lawyer is often in the same boat. If you need help with office systems, the PLF Judicial Vacancies offers free and confidential practice management assistance. Call (503) 639-6911 or inside Oregon call toll-free (800) 452-1639. Member Fee FAQ Online Fee Payment Improve client relations for less than $10 Online Resources OSB Events An effective support staff is vital to every law office. Every individual in a firm should be a member of the team, dedicated to serving the needs of the client. The Law Firm Guide to Client Relations for Support Staff by Hollis OSB Group Listings Hatfield Weishar will allow you to identify the intangibles by which clients judge your firm, and show you how you Performance Standards can meet and exceed your client’s expectations for quality service. The guide is available from the ABA;.download Products & Services it as a PDF file, or order it online at catalog. One copy costs $9.95; additional copies are Rules Regulations available at a discount. and Policies Everything you always wanted to know about your local court Surveys and Research Membership Services Have you visited lately? The Oregon Judicial Department website offers much more than appellate opinions, it is a portal to circuit courts statewide. Nearly all judicial districts in Oregon are now on the Affirmative Action Program web. Find information about hours of operation, filing fees, court calendars and court rules or download forms and AAP Home attorney reference manuals for counties that publish them. AAP/OLIO Registration A must-buy from the Oregon State Bar AAP CLE Info Allocative Programs The Fee Agreement Compendium is a comprehensive collection of sample fee agreements published by the Non-Allocative Programs Oregon State Bar. The publication also discusses how to bill client costs, the Truth-in-Lending Act as it relates to Staff Contacts retainer agreements, ethical issues arising in fee agreements, fee arbitration and IOLTA in relation to fee CLE Seminars agreements. The 2001 edition includes forms on disk and is available for $65 from the Oregon State Bar. Visit or call the Order Desk at (503) 620-0222, ext. 413, or (800) 452-8260, ext. 413. Ethics Information Ethics Home Advice on legal issues and tax questions just a free phone call away Ethics Opinions Info Ethics Opinions TOC The Oregon State Bar’s Lawyer to Lawyer program connects Oregon attorneys working in unfamiliar practice Ethics Opinions Search areas with experienced attorneys willing to offer informal advice at no charge. Any Oregon attorney can call Lawyer to Lawyer and receive the names and telephone numbers of three resource lawyers. Help is available in Bulletin Bar Counsel Column more than 100 specialties. Call (503) 620-0222, ext. 408 or toll-free in Oregon, (800) 452-8260, ext. 408. Archive Legislative/Public Affairs If you have a tax or accounting question, use the OSB’s Lawyer to CPA program. Simply call the Oregon Society Legislative Home of CPA’s Peer Consulting Service at (503) 641-7200 or (800) 255-1470 for a referral. Identify yourself as a member Committee Contacts of the Oregon State Bar and specify the practice area your question involves. The Lawyer to CPA program was established in 1995 as a free, two-way referral service allowing lawyers to get answers to tax and accounting Policies/Proposals questions and CPAs to get answers to legal questions. Publications Staff Contacts The only collection of research links you will ever need (almost) Useful Links Loan Repayment Assistance The Oregon Judicial Department wins again for the best collection of Internet legal resources in the state. At www., find the expected — Oregon Appellate Court Records, ORCP, ORAP, Oregon Rules of Program Evidence, Oregon Administrative Rules, OSB Ethics Opinions, links to state agencies — and perhaps the LRAP Home unexpected: LRAP FAQ LRAP Policies Meta-Index for U.S. Legal Research — A service of Georgia State University Law School providing a search and Guidelines interface to reputable sites offering court opinions, statutes, legislation, regulations and more. Easy-to-use tools Oregon Law Foundation guide researchers through varying search processes at the different sites, or go directly to reputable sites such as (2 of 4) [5/9/2009 7:19:39 PM]
  3. 3. OSB Bulletin Magazine - August/September 2002 OLF Home Findlaw, Cornell, Villanova, Emory, etc. Leadership Banks LexisOne — FREE access to Lexis for searching selected federal and state cases covering the past five years as Grantees well as a complete collection of U.S. Supreme Court cases. Retrieve full text by citation or Lexis keyword queries. OLF Contacts Requires registration to log-on. OSB Legal Publications Court Rules, Forms and Dockets — Described by the Oregon Judicial Department as the best site on the web to Legal Publications Home search for federal and state court rules, forms and dockets. Links to more than 700 credible sources. Easy to use, BarBooks™ Online Info fast and very current. Online Bookstore New Releases State and Local Government Information on the Web — Piper Resources provides one of the best resources for Legal Pubs Catalog (PDF) reputable state sites, along with links to multi-state sites, national associations, etc. Easy to use and up-to-date. Pro Bono Information Law Journals on the Web — University of Southern California Law School’s listing of journals found on the web. Pro Bono Home Helpful coding to indicate which journals offer full text, abstracts, table of contents, etc. Extensive category links for Pro Bono Attorney Resources law reviews: general, subject specific, foreign, commercial, ABA journals/newsletters or computer/technology. Pro Bono Reporting For all of this and more, go to and click on Internet Legal Resources. Pro Bono Volunteer Opportunities Pair up with a mentor! Professional Liability Fund Mentors can be instrumental in helping new lawyers meet the challenges they face when entering the practice of PLF Website law. The New Lawyers Division of the Oregon State Bar and the Multnomah Bar Association both offer mentoring – Oregon Attorney programs. For more information about the OSB’s mentoring program, call Peggy Miller at 503-620-0222 or (800) Assistance Program 452-8260, ext. 384. For more information about the Multnomah Bar’s program, call (503) 222-3275. – Practice Management Advisor Understanding how clients pay bills Bar Leadership If you’re working with a corporate client, you are an accounts payable to that corporation. Learn their accounts Board of Governors payable process and customize your billing accordingly. Give your client the detail and breakdown needed to pay your bill. Mail your bills at a time during the monthly or quarterly cycle when you know the payment turnaround will BOG Home be short. Specify a due date on your bill. Offer a discount for early payment (specify the discount amount and how Agendas quickly the client needs to pay to take advantage of it). Apply these same principles to your non-corporate clients. Committees If the client is paid twice a month, you might enter into an agreement with the client to bill them just before they Contacts receive their paycheck. At a minimum, get monthly bills out to non-corporate clients by the 25th if you expect to be paid around the 1st. If the bill isn’t in their hands beforehand, you probably won’t get paid until the next paycheck Meetings rolls around. Members Minutes Forms, publications, CLE materials and more at House of Delegates HOD Home The PLF has 150 forms, 4 books, 3 archived years of the In Brief, and a library of CLE audio and videotapes available online. New in 2002: a News and Information page, the Primary Claims Made Plan, Excess Plan and Elections related documents, including Excess Application Forms for New Firms. Browse around at, or use Guidelines our powerful search engine to find helpful checklists, articles, books, CLE materials and more. Meetings Rules (PDF) ABOUT THE AUTHOR Roster (PDF) The author is a lawyer and practice management adviser with the Professional Liability Fund. For free office system consultations and assistance, contact Beverly Michaelis, Carol Wilson or Dee Crocker at (503) 639-6911 or Staff Contacts toll-free from in Oregon at (800) 452-1639. Committees Committees Home © 2002 Beverly Michaelis Committees, Councils & Groups Program Advisory Committees — return to top CommitteeAssignments (PDF) — return to Table of Contents Leadership College (3 of 4) [5/9/2009 7:19:39 PM]
  4. 4. OSB Bulletin Magazine - August/September 2002 Local Bars/Legal Orgs Legal Orgs Home Local Bars List Local Bar Calendar Specialty Organizations (XCL) Oregon New Lawyers Division ONLD Home Brown Bag CLEs Job Resources Law Students Mentor Program Subcommittees Upcoming Events Section Information Section Info/Websites Joining Sections Section CLE Guide Treasurers Tools Volunteer Opportunities Brochure and Form Client Services Client Assistance Office Client Security Fund Fee Arbitration Fees for Public Records Lawyer Referral Service Military Assistance Panel OSB Center About the Bar Contact Us Directions to the Bar Meeting Room Rentals OSB Job Opportunities Staff Roster Home | Sitemap | Search | Member Directory | Member Login | Contact Us Copyright© 1997-2009 Oregon State Bar®. All rights reserved. Oregon State Bar – 16037 SW Upper Boones Ferry Road – Tigard, Oregon 97224 (503) 620-0222, toll-free in Oregon (800) 452-8260 (4 of 4) [5/9/2009 7:19:39 PM]