7. PRACTICE
Pros
Cons
Clients like certainty
Easy to budget
Immediate income
Solution?
l
?
Bad bargain?
Calculating refunds
Money out‐of‐pocket
Requires timekeeping
Excessive fee?
• Fixed fee in trust
• Specify when earned
DIVISION OF FEES
1. Disclosure + consent
2. Total fee cannot be excessive
3. Includes “referral fees”
4. Get it in writing!
See Chapter 12, “Referral Agreement Between Lawyers,”
Fee Agreement Compendium – OSB BarBooks
16. USE WHAT YOU ALREADY HAVE
1. Microsoft Outlook
2. Access or other database application
3. Searchable Address Book
OR BUY A PROGRAM
PC/Windows
Amicus Attorney
PracticeMaster
ProLaw
Time Matters
Time Matters
Mac
Daylite
LAWSTREAM
Legal Suite
http://www.americanbar.org/groups/departments_offices/legal_technology_resources/
resources/charts_fyis/casemanagementcomparison.html
17. USE THE CLOUD OR STAND‐ALONE SOLUTIONS
Cloud
Clio
Rocket Matter
RTG Conflicts
Stand‐Alone
RTG Conflicts
Legal Software Systems
http://www.americanbar.org/groups/departments_offices/legal_technology_resources/
resources/charts_fyis/coninterestfyi.html
SEARCHING CASE MANAGEMENT SOFTWARE
32. Contact Us
PLF Practice Management Advisors
www.osbplf.org
b lf
503-639-6911 - 800-452-1639
Beverly Michaelis
Sheila Blackford
Dee Crocker
beverlym@osbplf.org
sheilab@osbplf.org
deec@osbplf.org
and confidential