Important Message to LPMT Section Members
Dear LPMT Section Members:
This is an update to LPMT members on the separation of the Sections from the State Bar of California. Under proposed legislation, all of the Sections of the State Bar, including LPMT, will become a new non-governmental entity at the beginning of 2018. This new entity will be separate from the State Bar, which will continue to exercise its core regulatory function of public protection.
The mission of LPMT is the ongoing education of lawyers in all facets of law practice. LPMT does vital work to mentor and train lawyers throughout the state and to further an ethical, diverse, and responsive bar membership. As we plan for the anticipated transition to a new entity, our overriding interest is in continuing these good works and serving a broad cross- section of the community that we value so much. We are also dedicated to safeguarding our other educational programs and initiatives.
Senate Bill 36 (Senator Jackson, D-Santa Barbara) was passed by the Legislature, then signed by the Governor October 2nd, 2017. It provides for the creation of a separate, private, non-profit corporation, governed by a board of directors selected by the individual Sections. SB 36 provides for the transfer of the 16 Sections (with more than 60,000 members) and the California Young Lawyers Association ["CYLA"] (with its 48,000 members) into what will become the second-largest voluntary association of lawyers in the nation—smaller only than the American Bar Association.
We are now working alongside the other 15 Sections and the CYLA to plan for that future. While transitioning all of the Sections and the CYLA’s work to a new entity is a great challenge, this change will open new possibilities as to what the Sections and LPMT can do,
including both increasing the number of lawyers we serve, and providing more useful and modern services to our members. As a result, our relationships with the other Sections are growing, and we look forward to bringing our members together for educational programming. Also, without the regulatory limitations and costs that come with being part of a State agency, we believe that we will be able to provide better member services while remaining affordable.
The 16 Sections and CYLA provide enormously valuable contributions on so many levels to all lawyers in California - and beyond! We look forward to making the most of the opportunities that separation will provide. Please be sure to select the LPMT Section (and any other Sections in which you are interested) when you receive your Bar Dues invoice later this year. We depend on your continuing support as we make this transition.
Be part of our shared new future. We welcome your ideas, initiatives, and involvement as the separation process unfolds. Contact the undersigned so that we may put you in touch with LPMT, Section and CYLA leaders. Make sure your voices are heard!
Jeff Bennion, 2017-2018 LPMT Executive Cmte Chair, email@example.com
Christi McGowan, 2017-2018 LPMT Executive Cmte Vice-Chair, Mcgowan4uscd@gmail.com
Perry L. Segal, 2017-2018 Council of Sections Co-Chair, firstname.lastname@example.org
As I write this we have officially transitioned into Autumn. That occurred on September 22. And so, as the seasons change, it seems fitting that so should the leadership of the LPMT Section. As of September 7, I officially passed the mantle of Chairperson of the Law Practice Management and Technology Section to Jeff Bennion. I am confident and happy in doing so, as I know Jeff to be creative and energetic. I know that the LPMT is in good hands.
And good hands will be essential as we face major changes in the Sections and their relationship with the State Bar. Mark Twain is often credited with having said, “The only person who likes change is a wet baby.” Although the authorship of that saying is disputed, it is probably beyond dispute that as the Sections of the State Bar are spun off into a separate and discrete entity there will be bumps in the road. I can think of none better than Jeff to maintain our focus and steer us between the rocks of Scylla and the whirlpool of Charybdis.
I am troubled that the leadership of the State Bar felt that the Sections were an undesirable burden. Apparently the State Bar seeks to narrow its focus to its primary tasks of admitting lawyers to the practice of law, investigating complaints of professional misconduct, and prescribing appropriate discipline. The 16 Sections, on the other hand, have sought to protect the public by making us all better lawyers through the many educational offerings and networking opportunities.
The Sections will regroup under a voluntary association with its own Board of Directors selected by the Sections. The good news is that the Sections will thereby slip the surly bonds of the State Bar as a regulatory agency of the State of California. This suggests that the Sections will experience a new freedom to provide opportunities and contributions to the lawyers they serve. I can tell you from my experience as Chair of the LPMT, the regulatory strictures imposed on and by the State Bar were crippling to any creativity and severely limiting to what the Sections could do, not to mention the cumbersome requirements imposed on day-to-day business.
So, as I leave my post I look forward to the New Year, and to the new dawn and new day for the Sections and for the State Bar, I am curious, intrigued, and excited for the changes to come. I hope you share my optimism, and that you join me in throwing your full support behind Chairman Jeff.
Peter N. Brewer, Esq., Chair, LPMT
A picture is worth a thousand words, and pictures of your device’s screen are no exception. Those screen shot images can help people troubleshoot problems with your device — and help you better communicate how-to instructions as well.
Sometimes you will see people taking pictures of their device screens with their own (or other people’s) phones. Don’t do that. There’s an easier way. Instead, investigate your device’s built-in ability to take screen shots — also known as screen grabs or screen captures.
Types of Screen Captures
You can capture your device’s behavior in several different ways.
Static captures. These are simple “photos” that show your screen at the precise moment you “click the shutter” (that is, hit a keystroke or key combination, click a menu option or button, press a button). Most, if not all, computers and smartphones enable static captures out of the box.
Timed captures. Have you ever perched a camera on a tripod, hit a timer button and rushed into a group photo to be in the picture when the shutter activated? Most screen shot software offers this feature, too. It helps you bring up menus, dialogs and other graphical elements that may not appear in a static screen shot.
Video captures. Sometimes the behavior you want to show can’t be effectively captured by one static shot or a sequence of shots. That’s when you need to record a video of what happens on your screen.
Built-in Screen Shot Tools
Smartphones and tablets usually enable screen shots. For instance, on any iOS device, press the power and home buttons simultaneously. The screen flashes, the device emits the sound of a camera shutter and the picture is saved in the Photos app.
Both Windows and Mac computers ship with built-in tools. In Windows, it’s called the Snipping Tool, and on a Mac, it’s called Grab. Both Windows and Mac also feature default keystroke combinations that let you capture a segment of a screen, the whole screen or a specific window, without starting up an app.
Both systems also ship with annotation tools. Once you take a screen shot, you can add comments, arrows and shapes to it. This can be more effective than pointing out the things you want to highlight using text that accompanies the screen shot.
In Windows, the Snipping Tool itself offers an annotation interface. To do more sophisticated annotations, open Paint. On a Mac, use the Preview app. (The screen shot below shows Preview’s Annotate menu.)
The Mac also ships with QuickTime, which lets you perform elementary video screen capture. The Xbox app in Windows features a screen video recorder as well.
Note: Video files get large quickly, so consider using a file-sharing tool instead of email, or posting the video to a video-sharing site like YouTube.
Third-Party Screen Capture Options
I’ve used a variety of paid tools to capture software behavior to insert into documentation and, to a lesser extent, to report bugs.
Sometimes these tools enable better manipulation of screen shots than software included with the computer. They automate parts of the workflow. When you take upward of 100 screen shots a day, you appreciate having the software handle sizing, file types, file locations and other mundane chores associated with each shot.
For static and timed shots, I’ve often used Snagit ($49.95). When it comes to producing screen video that I want to narrate, Camtasia ($199) is a better option than QuickTime. TechSmith makes both tools, which range from $49 to $199 and come bundled for $224.
These paid programs don’t cost much compared to the efficiency they provide, but most legal professionals don’t need to take screen shots every day. The tools embedded in modern computing devices meet most needs.
About the Author
After an email message is sent, you can resend the same message. This is useful if one or more of the message recipients tell you that they didn't receive the first message, or you want to quickly send the message to new recipients.
A new message window opens. If there are multiple recipients, you can remove recipients who don’t need to receive the message again. Click the names that you want to remove, and then press DELETE.
Tip: You can also add recipients who weren’t on the original message, add or remove attachments, and change the contents of the message.
Why Resend? Resend can be very handy in a few situations:
Source: https://support.office.comand provided by Darcy A. Jenkins, Applications Analyst/Trainer at Hooper, Lundy & Bookman, P.C., in San Diego (email@example.com). Ms. Jenkins is a Microsoft Office 2007 and 2010 Master Specialist.
By Neil Pedersen
The practice of law involves great stress. There is no avoiding it. What we do is hard, and the matters we handle for our clients are almost always high-stakes in their mind. Whether it be who will get to raise a child, to whether someone will forever be marked with a criminal record, to finding relief from financial losses or pain and suffering caused by another, or to defending what is sometimes bet-your-business kinds of claims, our job puts each of us in a position of carrying our clients through some of the most difficult and potentially life-changing events of their lives. The nature of the profession exacerbates those natural stressors. Long hours, pressures to develop business, lack of vacations, interpersonal problems with opposing counsel and/or difficult clients, and dissatisfaction with the job all contribute to inordinate stresses. Stress is a natural part of the life of a practicing attorney.
Unfortunately, that stress is killing us - literally. In 1996, lawyers overtook dentists as the profession with the highest rate of suicide. These alarming statistics can be explained in part by the fact that stress causes an inordinate amount of mental illness among attorneys. A Johns Hopkins University study of more than 100 occupations found that lawyers lead the nation with the highest incidence of depression. According to that 1991 Johns Hopkins University study of 105 professions, lawyers top the list in the incidence of major depression. While it is difficult to obtain precise data on the incidence of mental illness or substance abuse in the legal profession, information from various sources seems to indicate that lawyers have a rate of depression possibly close to four times the rate of the general population.
This depression and other mental illness leads to other destructive behavior. The ABA estimates that 15-20 percent of all U.S. lawyers suffer from alcoholism or substance abuse, over double the rate of Americans as a whole. Another study found that problem drinking developed in 18% of lawyers who practiced for 2 to 20 years and in 25% of lawyers who practiced for 20 years or longer.
This destructive behavior has led to serious practice problems. Many jurisdictions have discovered that there is a correlation between alcoholism and malpractice and discipline. Studies in Canada and in the United States estimate that approximately 60% of discipline prosecutions involve alcoholism. Similarly, something over 60% of all malpractice claims involve alcohol abuse. A recent study has suggested that 90% of serious disciplinary matters involve alcohol abuse.
Knowing that we work in a field that is rife with these dangers, it is first important that each of us acknowledge that truism. So many of us simply feel that these statistics do not apply to us, they only apply to those other attorneys out there. Putting your head in the sand on this is a great way to become one of these statistics. Instead, the optimal approach is to proactively deal with the issues. Like a law enforcement officer wearing a bullet proof vest, it is important for each of us to clothe ourselves in protective "gear" to address the risk that is there. In this series of articles, I provide seven broad practical tips to employ to cope with the stressors of our profession. Even if you just start with a few, and then incorporate more over time, you will find an advantage in your life and in your practice.
Tip No. One: Love what you do, or do something else
Seven in ten lawyers responding to a California Lawyers magazine poll said they would change careers if the opportunity arose. In Florida, over one-third of attorneys say they are dissatisfied and would choose another profession if they could. These representative samples demonstrate that many who spend years of time, and hundreds of thousands of dollars, to get their law degree are ultimately unhappy with the jobs they got afterward. The reasons for these levels of dissatisfaction are many. However, the people that become statistics are those that suffer in silence and do not take action to change their circumstances. Getting up, working ungodly hours under high anxiety situations, with little or no appreciation provided, is unbearable if you do not like what you are doing to begin with.
The wonderful thing about having a law degree and a license to practice law is that you have so many options. In house or firm. Government or private practice. Transactional or litigation. Literally hundreds of practice areas that can involve just about any interest you might have. Tall glass towers or storefront. Corporate exec. clients or homeless clients. Your law degree also gives you a great variety of options outside of the practice of law: professor, broker, consultant, or professional neutral to name a few. The options available to you are endless. Yet, so many of us simply suffer in a situation that we hate until we let the anxiety build to the breaking point.
No matter how long you have been doing what you presently do, you have the option to change. Do not continue doing what you are now if you are not satisfied with your present course. Actively look for options that will allow you to finally do that which will get you up in the morning and excited to go do every day. That job is out there. You will find that the stress of learning something new and perhaps making less money for a while will be easily offset by your new-found enjoyment of doing what you love.
To be continued...
About the Author
Neil Pedersen is a 28-year attorney and the Principal of Pedersen Law, A Professional Law Corporation, a small three attorney firm in Irvine, California primarily dedicated to the representation of employees in discrimination, harassment, retaliation, wage and hour, and leave issues. Neil is member of the State Bar Law Practice Management and Technology Executive Committee, and he co-created and teaches a 3-unit law school class on Law Practice Management and Technology. Neil can be reached at firstname.lastname@example.org
By Robert Hu
In the beginning there was PACER from the Administrative Office of the U.S. Courts for online docket research. PACER (an acronym for Public Access Court Electronics Record) was useful in the early years of the Internet but today is technologically behind and limited compared to other web-based services.
Today there are many services that are using advanced technologies like machine learning and natural language processing to make docket searching and research more effective, faster and advanced than was possible in the past. These providers are mining raw docket data and extracting and organizing this data in ways that users would be able to make better decisions in determining litigation strategies, making clients pitches for business developments and other useful purposes.
Docket providers range from relatively new start-ups like Docket Alarm founded by an engineer-attorney, to traditional integrated electronic legal research platforms like Westlaw, Lexis and Bloomberg Law, that are adding new features and enhanced search filters to keep up with their competitors.
There are also a number of legal analytics firms that are combining docket data of the type extracted from PACER with case information to generate very interesting and often visually appealing graphs, charts and reports to help predict litigation trends and patterns. Many of the traditional legal giants are also providing data analytics features in addition to docket information like Bloomberg Law with Bloomberg Law Litigation Analytics. Lexis a few years ago purchased LexMachina, a well respected legal analytics firm and is integrating some of their data in Lexis Advance. Monitor Suite from Thomson Reuters is more geared toward those interested in it as a business development tool.
Most docket providers do not require much advanced technology in order to access their docket information although there are exceptions. For example, the Oregon OJCIN (Oregon Judicial Case Information Network) has some very specific system requirements while others like the Iowa State Court System just mentions to use a 128 bit cipher strength Internet Explorer browser. The Court Technology page on San Francisco County Court website provides some useful tips like turning off pop-up blocker.
In doing docket research, early on determine whether you need to do just a federal docket search or state docket search or both. For example, if you simply need to run a quick, basic search for federal dockets only, then you can use a PACER alternative like PacerPro or DocketBird, but it would not be useful for searching state dockets, as these two services do not cover state dockets. Most docket providers offer the capability to search both federal and state dockets at the same time. Try to pick a specific court to limit the number of “hits,” because since the Federal District courts use a standard docket numbering format, you may get multiple search results if you omit picking a court.
Bloomberg Law is useful if you need to run certain international docket searches as well.
Another pre-step to docket searching is to determine the docket coverage for your particular provider. Some docket services like Bloomberg Law and Courtlink provide maps to quickly determine online docket availability in a particular state. Many state courts cover civil dockets and limited criminal dockets.
As an additional precaution if you use the Breaking Complaints feature on Courtlink from Lexis or Bloomberg Law or use Courtwire from Westlaw, be sure to check what courts are included for this specialized option. Courtlink, Bloomberg Law, and Westlaw have people available at a select number of important courts to get certain complaints directly from the courts, sometimes before the dockets are available online, and then upload the documents to their respective platforms.
Keep in mind too that sometimes a particular court docket service may be down for either routine maintenance, or system upgrades, or power outrage. This will naturally affect docket coverage like on Courtlink if you happen to be searching during its downtime period. Sometimes the court website will provide advance notice on its website, so it is useful to check your regular docket provider, as well as the particular court website.
Another factor to keep in mind is that there are still many state courts that cover only civil dockets and not criminal dockets. Some Courts like the Contra Costa Superior Court web site clearly state in capital letters that “there is no criminal case information online”.
Some Courts also provide a brief explanation on why certain court cases are not available. For example, on the Los Angeles Superior Court website it states “Certain cases and documents may not be available in this website; these include, but are not limited to, cases and documents that are confidential, sealed,…”.
Sometimes certain court cases are not available online to the public and it could be due to the particular state’s policy on public access to court records. In California, take a look at Chapter 10. Public Access to Court Records from the Trial Courts Records Manual revised January 1, 2017, from the Judicial Council of California. The Orange County Superior Court website has useful links to the 2017 California Rules of Court sections on public access to electronic court records and court records management.
The particular area of the law you are interested in may affect your choice of provider. Intellectual Property law is especially well covered by advanced data analytics technology. Docket Navigator will mine the important events in patent litigation cases in the U.S. district courts and certain specialty courts, apply meta-data to improve searching capability, and generate visually interesting graphs and statistics to help the attorney formulate litigation strategies. Docket Navigator has a Navigation Database, Docket Report, and Docket Alert. Docket Alarm has detailed data analytics on the Patent Trial and Appeal Board. It can generate charts, graphs, statistics, and rankings on the judges and law firms, among other things. Monitor Suite from Thomson Reuters has Litigation Monitor, IP Monitor and Deal Monitor. But is marketed more as a business development tool.
When searching bankruptcy case dockets, there are also additional search options. For example, in Bloomberg Law you can limit a search to the bankruptcy chapter and whether the bankruptcies have assets or no assets.
In Federal District Docket Searching, try to pick a specific court if possible to limit the number of “hits,” because since the Federal District courts use a standard docket numbering format, you may get multiple search results if you omit picking a court.
In docket searching, determine whether you want to search just the face of the docket sheet entries like for alerts or also, when available, the underlying imaged document, or both. For example, in DocketBird you can choose Document Title Only or Full Document-Text, or in Bloomberg Law, apply the keywords to Dockets & Documents or Dockets Only. Courtlink from Lexis has a Document Finder and Document Text Search option. Document Text Search is especially useful for full-text searching of state court documents and can be limited to Courtlink Litigation Area.
Another selection criteria is whether the docket sheet and/or imaged document is enough for your particular research task. PacerPro is useful if you want a quick docket sheet, but if you want a link to the opinion as well on the same screen, try an integrated platform like Bloomberg Law. The Litigation Monitor module of Monitor Suite has a Ligation Docket and Opinion Trends & Analysis report feature to display visually a breakdown of the number of cases that have been filed (dockets) and the number of cases decided (opinions), and at the end of the report, there is a Source Documents table where you can click on the equivalent Westlaw cite to view the particular document used to compile the statistics. Courtlink Strategic Profiles sometimes have Lexis citations in the Case Law column in the Case Listing chart at the end of the profile for cases referenced in the profile.
Most providers provide similar search tools and filters. PacerPro does not have the ability to search across cases by judge, law firm or a specific filing type.
Just about all the docket providers have docket alerts and tracking features, and the ability to set up email distribution lists. Alerts are useful to get notifications of new cases and filings limited to the particular search criteria you picked.
Docket tracks are useful for tracking developments in a specific case. You can adjust the frequency of these notifications to a specific frequency range.
Many of the providers often bulk load and export to excel spreadsheets. DocketBird has a DropBox integration option.
Finally, be sure to click the Update link or button, if needed, to display the most current docket.
By Jonathan A. Beitner
But networking can also be a source of anxiety. A recent study commissioned by the American Bar Association and the Hazelden Betty Ford Foundation found that nearly one in five attorneys exhibited symptoms of clinical anxiety. Almost two-thirds of the nearly 13,000 respondents said they suffered from anxiety at some point in their career.
I’m willing to bet that some of that anxiety was triggered by attempts at networking. Introducing yourself to someone for the first time (particularly by email) can be stressful, and asking for favors (most often for someone’s time) is uncomfortable. These feelings can be compounded if you are a young attorney trying to connect with a networking target who is much more senior.
Here are five tips that I have found can take some of the anxiety out of networking and turn it into something more productive and enjoyable.
The first step to productive networking is identifying what you are trying to accomplish. While not every interaction needs to be a calculated move towards a specific goal, it is important to be mindful about how your networking efforts can further your career goals. To network strategically, consider the following questions:
The answers to these questions need not be overly complicated. Strengthening your relationships with people is always a positive thing to do, even if you are not sure how specifically that contact can help your career at the moment. If you cannot articulate answers to these questions at all, however, you may want to rethink your approach.
No matter what your networking goals are, unless you can succinctly articulate your message and why it is important, your efforts are unlikely to be productive. People’s time is precious, and you do not want to force someone to untangle an overly complicated message. For each interaction, you should try to convey only one or two ideas, and you should never make more than one request at a time.
You may have much you want to say or ask your networking target, but focus on one idea first and save the rest for follow-up interactions. Successful networking takes time (enacting change even more so), and meaningful relationships are not built overnight. Spreading your big idea or request across multiple interactions will also help you develop stronger relationships by manufacturing additional touch-points with your contacts.
Maya Angelou once said, “People will forget what you said, people will forget what you did, but people will never forget how you made them feel.” Networking is about relationship building, and if you can make someone associate you with feelings of gratitude or indebtedness, you are in business.
Remember, this interaction is a networking opportunity for your target as well. If you can demonstrate how your idea or request benefits them, they are more likely to aid your efforts.
A successful networker will keep her eye out for ways she can add value for those with whom she seeks to develop stronger relationships. An easy way to get in someone’s good graces is to help them with their own networking efforts by doing things like supporting an organization with which they are affiliated or offering to help them write an article.
When it comes to networking, there is no substitute for face-to-face interaction. In-person meetings are more memorable and effective, because people convey a significant amount of information through non-verbal cues, like facial expressions, tone, and body language. Moreover, face-to-face meetings may be less stressful because you will receive an instantaneous response, which can give a sense of how well your message is being received.
Meeting somewhere outside of the office is even better, because it reduces distractions and the chance for interruptions. Consider inviting your target to grab lunch or a cup of coffee. If you set something up, make sure to send a calendar invite, but do not get discouraged if your meeting gets rescheduled. In my experience, it is not uncommon to have to reschedule—sometimes several times. Do not take it personally. Moreover, sticking with an appointment that may need to be rescheduled shows perseverance, and demonstrates that you are passionate about your ideas and value your target’s input.
Of course, meeting face-to-face is not always practicable or preferable. You may be looking to network with someone across the country or who is only available at odd or unpredictable hours. If you are networking with a large group, it might be easier to set up a conference call than to figure out a time everyone can meet in person. Never let perfection be the enemy of good, and take cues from your targets when it comes to their communication preferences.
As important as facetime is, the fact is that if you are going to be an aggressive networker, you are going to be sending a lot of emails. Here are a few tips to make sure those communications are as effective as possible:
So I realize that was more than five tips, but “26 Tips for Taking the Anxiety Out of Networking” just didn’t have the same ring to it. While no amount of tips will make asking your friends to donate to the nonprofit of your choice any less awkward or silence the butterflies in your stomach when you go to knock on that corner partner’s door, I hope you find these tips useful and they help empower you to begin taking charge of your career.
Source: http://www.lawpracticetoday.org/article/five-tips-taking-anxiety-networking; https://clslegalstaffing.com/articles/five-tips-taking-anxiety-out-networking
By Carla Del Bove
Because of this, attorneys lose anywhere from 55 to 70 percent of their actual monthly billable time when trying to reconstruct it after the fact.
According to Ms. Griffing, one of the easiest ways to prevent this type of under-earning is to provide attorneys and firm timekeepers with useful tools, such as the LexisNexis PCLaw or Juris billing and accounting software, to make entering time easy, while the work is actually happening. In other words—make it a seamless part of their daily workflow.
Additionally, it is important for law firms of all sizes, to know what motivates their timekeepers and integrate those motivators into the overall timekeeping process. In doing so, the firm can develop useful timekeeping metrics that can be used to inform future business practices and improve the firm’s bottom line. Here are a few timekeeping motivators shared during the session:
“The number one goal for all firms is to bill what they work, which the hardest part,” according to Ms. Griffing.
Making sure all the firm’s potential billable time is being recorded, is a good start. Equally important is keeping track of the firm’s non-billable time. If an attorney secures a $15,000 project, it’s important to understand if that price will actually cover all the work involved in receiving the client (e.g. meetings, preparation, calls, etc.). Understanding this data becomes critical to the profitability of the project.
In the end, firms who want to take their profitability to the next level should begin to dig deeper to understand what’s behind their numbers, find ways to improve firm efficiency and understand underlying costs. By doing so, firms will be able to price themselves aggressively and use the information to chart their future course.
The State Bar of California is calling for public comments on several items. Amendments are being proposed to the Rules of Professional Conduct and adjustments to law school fees are being proposed. The State Bar Standing Committee on Professional Responsibility and Conduct is proposing Formal Opinion Interim No. 2-0003 discussing the issue “What are an attorney’s ethical obligations regarding a profile of the attorney posted on a professional directory website maintained by a third party?” Learn more about these proposals by clicking on the links below. This is your opportunity to provide your comments on the proposed changes and opinion.
Deadline: December 11, 2017 Proposed Formal Opinion Interim No. 12-0005 (Law Firm In-House Counsel)
Do check the Public Comment section on The State Bar’s website for additional information and for new postings.
If you feel that the LPMT Executive Committee should submit comments on behalf of the LPMT Section members to a particular item out for public comment, please contact Amy Williams, Chair of the Rules Subcommittee at email@example.com.
PLEASE NOTE: Publication for public comment is not, and shall not, be construed as a recommendation or approval by the Board of Trustees of the materials published.
October 2017 Issue
Production of the October 2017 issue of The Bottom Line is just beginning. Among the articles to be included in the issue are the following written by LPMT Executive Committee members:
Need MCLE Credits
Obtain MCLE credits by reading articles which have appeared in past issues of The Bottom Line. Read the article, take the quiz, and you have earned an hour of self-study MCLE credit. This is a quick and easy way to obtain required MCLE credits.
Articles for publication are welcome. Send them to firstname.lastname@example.org or to Section Coordinator, Kristina Robledo (Kristina.Robledo@calbar.ca.gov), to be reviewed by the editorial committee. Obtain the Guidelines for submitting articles from the Section Coordinator.
Archived Articles: Archived issues of The Bottom Line can be found in the Members Only section of the LPMT website going back to October 2011. Prior to that date, you will find only a table of contents for past issues. Some past issues may still be available. Contact Section Coordinator, Kristina Robledo (Kristina.Robledo@calbar.ca.gov).
The Education Committee is developing several webinar series for presentation. If there are any topics that interest you, let us know and we'll work on putting a program together for you. If you would like to contribute to an MCLE self-study article or a webinar, please contact the Education Chair, Jeff Bennion, at email@example.com.
The California Young Lawyers Association has assembled a series of mentoring videos which are posted at:
https://www.youtube.com/channel/UCNgOYDlJUcKSWB1GJEeqI5g/videos. New videos are being added all the time.
Videos by LPMT Executive Committee members/advisors are set forth below.
Neil Pedersen – Time Management for the Busy Attorney
Neil Pedersen – The Paperless Law Office: Using Technology to Maximize Efficiency and Profit
Mari Frank – Successful Negotiation and Mediation in Your Practice
Peter Brewer – Evolving Your Solo Laws Practice: Daring to Become a Firm
Perry Segal – Today’s Technologies and Maintaining Client Confidences 101
The hash tag for the CYLA Mentoring Videos is, #10MinuteMentor, should you wish to retweet any of the videos.
View the Online CLE catalog to find webinars and programs presented by the LPMT Section or which contain practice management topics. Also find articles from Section publications, including The Bottom Line, to obtain self-study MCLE credit.
Please provide your thoughts and suggestions to the Chair of the Education Committee, Jeff Bennion or LPMT@calbar.ca.gov. Let Jeff hear from you with suggested topics or a proposal to present a webinar or program.
Applications can still be submitted by members to serve on the Executive Committee of the Law Practice Management and Technology Section (LPMT). The Executive Committee is seeking members to step up and serve on the Executive Committee. The online application is available on the appointments page of the State Bar's website. The volunteer positions carry a three-year term. Submit your application today to join a group of very dedicated members working hard to bring information, educational opportunities, newsletters, etc., to the LPMT Section members.
For questions regarding Section requirements or how to become more involved in Section activities, please contact the Section's staff administrator or chair.
Chair: Jeff Bennion, San Diego
Staff contact: Kristina Robledo 415-538-2467
The eNewsletter Editorial Team wishes to acknowledge and thank the following Executive Committee members who are completing their terms on the Executive Committee:
Voting Members: Jeffrey Bennion, Martin Dean, Michael Fenger, Donna Low and Annie Parrish.
Special Advisors: Mari Frank, Larry Meyer, Patty Miller, Neil Pedersen, Perry Segal, Nyanza Shaw, Amy Williams, and Kurt Obermeyer (Immediate Past Chair).
These voting members and special advisors have contributed to the Section by writing articles and providing content for the Section’s publications, as well as presenting workshops at the Section Convention and Solo and Small Firm Summit. The Section is extremely grateful to these members for their many contributions and guidance. Several of the outgoing voting members and special advisors are returning to serve as Special Advisors for 2017-2018, and Jeffrey Bennion will be serving as Chair.
Liaisons from the following professional organizations have also contributed to the Section this year, keeping their members informed of the activities of the LPMT Section:
The eNewsletter Editorial Team would also like to express its appreciation to Sections Internet Coordinator, Michael Mullen, and his team including, Brian Foley, Sections Web Administrator, for their assistance in producing the eNewsletter. They have assisted in producing 6 issues of the eNewsletter this year. Thanks also go out to our Section Coordinator, Kristina Robledo, and her assistants, Raven Ogden and Marla Galapin, who are always available to answer questions, provide guidance and keep us organized!
This is the final issue of the eNews for fiscal year 2016-2017. The members of the eNews Subcommittee worked diligently to bring you six issues of the LPMT eNews this fiscal year. Those members are to be acknowledged and thanked for their continuing efforts month in and month out – an issue is no sooner distributed, when work begins on the next issue! The subcommittee met most every month via conference call to keep on track with the production schedule for the eNews, to gather and review articles, and to prepare each issue. Our sincere thanks and appreciation go to members, Annie Parrish, Clayton Dodds, Peter Brewer, Cynthia Mascio and Patty Miller. If it were not for them, everyone who has contributed content to the eNews, and our partners at The State Bar, Michael Mullen and Brian Foley, you would not have received 6 issues of the eNews this year! A special thank you goes out to everyone who has been a part of producing the LPMT eNews.
In 2017-2018, the LPMT Section will be lead by the following officers of the Executive Committee:
Chair Jeffrey Bennion, San Diego
Vice Chair Christi McGowan, San Clemente
Secretary Patricia Miller, Watsonville
Treasurer Cynthia Mascio, Cerritos
The newly-elected officers assumed their duties at the conclusion of The State Bar Annual Meeting.
Joining the LPMT Executive Committee are the following newly-appointed voting members who began their terms at the conclusion of The State Bar Annual Meeting:
Term Expires 9-16-20
The following members will continue serving on the LPMT Executive Committee:
Voting members: Araceli Almazan, Jeffrey Bennion, Clayton Dodds, Cynthia Mascio, Christi McGowan, Kevin Mooney, Jason Peterson, Cari Pines, and George Seide.
Special Advisors (2017-2018): Mari Frank, Perry Segal, Nyanza Shaw, Amy Williams and Patty Miller.
Liaisons: The Executive Committee also includes liaisons from the following professional organizations: California Alliance of Paralegal Associations (CAPA); Continuing Education of the Bar (CEB); California Young Lawyers Association (CYLA); Law Libraries; and Legal Secretaries, Incorporated (LSI). The individual representatives from these organizations for 2017-2018 will be introduced in a future eNewsletter.
The Executive Committee will meet in early October 2017 to develop plans for 2017-2018. The Executive Committee members want to know what you want from your membership in the LPMT Section. Do let them hear from you. You can communicate via email, Facebook or Twitter. Send your thoughts, suggestions, and comments via LPMT@calbar.ca.gov.
Members, let us know what you are doing so we can include your activities and accomplishments in our next eNewsletter. Let us hear from you (LPMT@calbar.ca.gov).
Purchase the State Bar’s two publications, The California Guide to Opening a Law Office and The California Guide to Growing and Managing a Law Office (official hash tag #GrowLaw) to assist you in running and growing your law practice. Your Executive Committee members are contributing authors.
The following benefits continue to be available to members of the LPMT Section. Make the most of your membership by using the following vendors who are offering discounts to LPMT Section members (listed below in alphabetically order):
For detailed information about vendor benefits, go to the Members Only Section under Special Offers and Discounts.
Law Practice Management and Technology Section
The State Bar of California
180 Howard Street
San Francisco, CA 94105