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Practice Tips, CLE & News From

The Florida Bar Solo & Small Firm Section




Exclusive offer for Solo & Small Firm Section members from section partner
 LegalEase Solutions LLCGet 10% off on your first project.

Exceptional legal research and writing for attorneys, law firms and corporate counsel. Expand your law practice with a team of trusted associates at your fingertips—no strings attached. 

 



Follow the Solo & Small Firm Section on Social Media!

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Member Spotlight: Theresa Jean-Pierre Coy of Jean-Pierre Coy P.A. in Tampa

Theresa is a former assistant public defender who practices criminal defense law. She handles cases ranging from misdemeanors to murder and has served as lead trial counsel on well over 50 criminal jury trials. She also focuses her practice on personal injury law. Theresa graduated with high honors from Florida A&M University where she majored in political science and public administration. She earned her Juris Doctor degree from Stetson University College of Law, with a concentration in advocacy. She is Haitian-American, fluently speaks Haitian-Creole and takes pride in being able to help the Haitian community with their legal needs in their native language. Read the full profile on Facebook.

 



FREE Lawyer’s Guide to Social Media Marketing 

If your ideal clients are on the Internet (and if they are alive, they are), you could be missing out on a world of marketing opportunity. You can keep telling yourself that you don’t “need” social mediaor you can learn why you do. Check out articles on How to Assess Your Online Image, How to Use Facebook to Drive Traffic to Your Website, How to Reach Your LinkedIn Goals and more.

(From Attorney at Work’s Extras.)

Get the Free Guide

 


Upcoming CLE Opportunities

  • Audio Webcast: Shades of Gray – The Dilemma of an Aging Legal Population. Oct. 4, 2017, 1:30-2:30 p.m.
  • Annual Ethics Update 2017: More Shades of Gray – 21st Century Challenges Facing Lawyers and the Legal Profession. Nov. 2, 2017. Rosen Centre Hotel, Orlando.
  • Agriculture Law Update 2017. Nov. 17, 2017. Florida Farm Bureau Federation Building, Gainesville.

March 2018 CLE Trip to Ireland Over St. Patrick’s Day

Registration details and brochures are in the works for this exciting CLE experience. You’ll enjoy historic castles, cozy pubs and Irish traditions—and spend St. Patrick’s Day 2018 in Dublin! Travelers may add a March 18-21 visit to Scotland.

More information coming soon.




iMazing: Manage your iPhone. Your way. (Free) 

Get a trusted software to transfer and save your music, messages, files and data. Safely back up any iPhone, iPad or iPod touch. Powerful and user-friendly, iMazing is “simply the best” iOS device manager for Mac and PC. iMazing Mini is a free Mac and PC app that backs up your iOS devices automatically, wirelessly, and privately.

Go beyond iTunes. Get iMazing.


 

Florida Bar Member Benefit 

PracticePanther is “easy to use legal software for the modern attorney.” PracticePanther’s law practice management software combines time tracking, case management, billing, invoice, document management and a CRM all in one. Florida Bar members get 15 percent off for life. 

Try it free. No credit card needed. Cancel anytime.


NEW: Members-Only Facebook Group.

Office space to share? Seeking co-counsel on a case? Win a prestigious award? Share your news in the section’s Facebook group. It’s free. Join today to network with your colleagues from the section.

QuickLINK #63


Practice Tips, CLE & News From

The Florida Bar Solo & Small Firm Section

Sponsored by LegalEase Solutions. Exceptional legal research
and writing for attorneys, law 
firms and corporate counsel.

TwitterLinkedInFacebook


More Than 100 Administrative Forms – Free From The Florida Bar Practice Resource Institute. These forms are excellent starting points for you to develop standardized client correspondence, fee agreements, client information handouts, etc. Select a category to access forms in Microsoft Word format.

 


 

ONE-HOUR CLE on CD. If you missed the July 26 audio webcast, “50 Practice Tips from Highly Successful Solo & Small Firm Practitioners,” you now can get the CLE on CD. Listen while you drive to work! Attorneys Teresa Byrd MorganJohn Maceluch and Paige Greenlee share tips, information and inspiration for running solo and small firms. Solo & Small Firm Section members receive a $25 discount.




Keyboard Shortcuts for Microsoft Word. Wouldn’t it be great to have a quick-access guide to shortcuts that allow you to work faster and more efficiently? This chart shows all keyboard shortcuts for Microsoft Word 2016. If you don’t use keyboard shortcuts, give them a try. Here are some that we use most often: 

  • Decrease font size 1 point – Ctrl+[
  • Increase font size 1 point – Ctrl+]
  • Center text – Ctrl+E
  • Undo – Ctrl+Z
  • Re-do – Ctrl+Y

 


 

Florida Bar Member Benefit. MyCase is easy-to-use, web-based, practice management software that helps you manage cases, track time, automate billing and communicate with your clients.

Learn how MyCase can help you practice more and manage less. MyCase is priced at $39/month per user. Florida Bar Members receive a free trial and a 10% off lifetime discount. Access your free trial and 10% Florida Bar discount here.


NEW: Members-Only Facebook Group. Office space to share? Seeking co-counsel on a case? Win a prestigious award? Share your news in the section’s Facebook group. It’s free. Join today to network with your colleagues from the section.

QuickLINK #62

Practice Tips, CLE & News From
The Florida Bar Solo & Small Firm Section

Sponsored by LegalEase Solutions. Exceptional legal research
and writing for attorneys, law 
firms and corporate counsel.

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ONE-HOUR CLE. Register online for the audio webcast “50 Practice Tips from Highly Successful Solo & Small Firm Practitioners,” July 26 from 11:30 a.m. to 12:30 p.m. Attorneys Teresa Byrd MorganJohn Maceluch and Paige Greenlee share their tips, information and inspiration for running a solo and small firm. Solo & Small Firm Section members receive a $25 discount on registration.


This week’s Solo & Small Firm Section member spotlight is on Peggy Smith Bush, a founding partner of Southern Trial Counsel PLC in Orlando. Peggy graduated cum laude from Barry University School of Law. She defends manufacturers, insurance companies and other businesses in cases of alleged product liability, personal injury, wrongful death and/or premises liability, as well as breach of contract and indemnification issues. Peggy and her husband, Stephen, have been married since 1985 and have twin sons who were born in February 2017.

READ FULL SPOTLIGHT


Tips for Keeping Strangers Off Your Wi-Fi Network

If someone can access your network, it becomes easier for them to snoop on your browsing history and locally stored files. By far the easiest way to boot freeloaders off your wireless network is to change the Wi-Fi password. Learn how you can give digital trespassers the boot.

READ FULL POST


Office Depot Member Benefit

Florida Bar members save 10% off the web price on more than 30,000 office supplies through the Office Depot Partner Program. Helping you save while working better in your office, home, school, or car. Three ways Florida Bar members benefit:

  • FREE SHIPPING: On orders over $50 (and under 50 pounds)
  • EXCLUSIVE SAVINGS: 10% off the web price
  • CONVENIENT SHOPPING: Online and in-store shopping options

SEE MORE BENEFITS


NEW: Members-Only Facebook Group. Office space to share? Seeking co-counsel on a case? Win a prestigious award? Share your news in the section’s Facebook group. It’s free. Join today to network with your colleagues from the section.

 

QuickLINK #61

Practice Tips, CLE & News From
The Florida Bar Solo & Small Firm Section

Sponsored by LegalEase Solutions. Exceptional legal research
and writing for attorneys, law 
firms and corporate counsel.

 

 

 


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ALL-NEW CLERegister online for the audio webcast “50 Practice Tips from Highly Successful Solo & Small Firm Practitioners,” July 26 from 11:30 a.m. to 12:30 p.m. Attorneys Teresa Byrd MorganJohn Maceluch and Paige Greenlee share their tips, information and inspiration for running a solo and small firm.


Congratulations to the Solo & Small Firm Section’s 2017 Award Winners!


Members-Only Facebook Group. Office space to share? Seeking co-counsel on a case? Win a prestigious award? Share your news in the section’s Facebook group. It’s free. Join today to network with your colleagues from the section.


 

The Solo & Small Firm Section’s member spotlight this week is on Bea Crocitto LeVine CP FRP, 2017-18 president of the Paralegal Association of Florida Inc. Bea is a senior paralegal and immigration law specialist with Buchanan Ingersoll & Rooney PC in Tampa. She received her Certified Paralegal designation in 1988 and her designation from The Florida Bar in 2008. Bea was named the Solo & Small Firm Section’s Paralegal of the Year in 2016.

READ FULL SPOTLIGHT

 


 

Top Legal Technology Tips for Solo & Small Firms

Check out this MyCase blog post for lots of great tech tips and resources to help get your law firm on the right track. Explore more affordable legal research options, learn how other lawyers are using technology in their firms; move to the cloud and choose the right legal practice management software and make the right legal technology choices for your law firm.

READ FULL POST

 


 

 

 

Dell Added to Florida Bar Member Benefits

Dell offers Bar members discounts up to 30 percent on personal computers and 5 percent on other electronics and accessories.There are also free shipping, presale events, members-only offers, and multiple payment options, including financing from Dell. Dell will have dedicated account managers and a special sales team for Bar members.

SEE MORE BENEFITS

 

QuickLINK #60


Practice Tips, CLE & News from
The Florida Bar Solo & Small Firm Section

Sponsored by LegalEase Solutions. Exceptional legal research
and writing for attorneys, law 
firms and corporate counsel.

 

 

 

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NEW:
Audio Webcast Series. 
Listen live to “50 Practice Tips from Highly Successful Solo & Small Firm Practitioners” on July 26 from 11:30 a.m. to 12:30 p.m. (registration details coming). Teresa Byrd MorganSean DesmondJohn Maceluch and Paige Greenlee share best practices to make your practice thrive.

Members-Only Facebook Group. Office space to share? Seeking co-counsel on a case? Win a prestigious award? Share your news in the section’s Facebook group. It’s free. Join today to network with your colleagues from the section.


Use Tech to Enable Your Virtual Law Practice. In this YouTube video, CuroLegal CEO Chad Burton offers sage advice on the best cloud-based solutions and core tech choices for your firm. Learn more about Google for Work and Microsoft Office 365 and how they integrate with practice management suites like Clio. Burton is a former litigator who developed one of the nation’s first “new model” law firms, leveraging cloud-based technology and modern business practices to develop a lean virtual law firm.


Section Awards During Florida Bar Annual Convention. Make plans to join the Solo and Small Firm Section Executive Council at 1:45 p.m. on June 23 in Royal Palm Ballroom II to congratulate the winners this year’s awards: Tradition of Excellence, Walter S. Crumbley, Mentor of the Year, Paralegal of the Year and L. Michael Roffino Pro Bono. Photo: Carl Schwait, 2016 Tradition of Excellence Award winner and Renee Thompson, 2016 Walter S. Crumbley Award recipient.

View full Annual Convention schedule.


Florida Law Update. Today is the last day to register online (be sure to have your new member portal info handy) for The Florida Bar Annual Convention if you plan to attend the Florida Law Update live presentation on June 22 at the Boca Raton Resort & Club. Can’t make the deadline? Download the form and register onsite. You also can sign up for the real-time live webcast.


 


Florida Bar members save 10% off the web price on more than 30,000 office supplies through the Office Depot Partner Program. 

  • FREE SHIPPING: On orders over $50 (and under 50 pounds)
  • EXCLUSIVE SAVINGS: 10% off the web price
  • CONVENIENT SHOPPING: Online and in-store shopping options

Easy to Order, Easy to Save!  Click Here to:

  • Setup a Discount Account
  • Shop Online
  • Shop in the Store

QuickLINK #59

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Thank you to the Solo & Small Firm Section’s new sponsor, Legalease Solutions. Exceptional legal research and writing for attorneys, law firms and corporate counsel.  

 

 


QuickLINK is designed to boost your technology edge, enhance your practice management skills and improve your client service. We value your feedback and topic suggestions. Follow the Solo & Small Firm Section on social media for news and updates to benefit your practice.

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SECTION NEWS: Check out the Solo & Small Firm Section’s brand-new, members-only Facebook group. Join today to network with your colleagues from the section.


Solo & Small Firm Section Member Spotlight: Elad Hakim

The Solo & Small Firm Section member spotlight this week is on Elad Hakim of Elad Hakim P.A. in Boca Raton. Mr. Hakim is a litigator and concentrates on civil matters including, but not limited to, breach of contract, civil theft, real estate disputes, unjust enrichment and landlord-tenant disputes. His Juris Doctor degree is from the University of Miami School of Law and his undergraduate English degree is from the University of Wisconsin-Madison. Prior to opening his firm in 2001, Mr. Hakim worked for several firms and gained invaluable experience in insurance defense, personal injury and general civil litigation. He is a member in good standing of The Florida Bar. He also is fluent in Hebrew. Mr. Hakim lives with his wife and three children in Boca Raton. Read his full profile on the section’s Facebook page.

   


Tech Tip: The Top Ten Apps for Lawyers—And How to Use Them


Brett Burney
Principal of Burney Consultants LLC

If you’ve been weeding through tech clutter to find the best apps for your practice, look no more. A recent MyCase blog post hits the highlights of Brett Burney’s “Top 10 Apps for Lawyers” presentation, which actually covers apps in ten categories for lawyers, and different ways that lawyers can (and should) be using apps in their practice. Learn Burney’s top picks for cloud-based file management, document scanning, legal presentations,  file/PDF management and more.

Scroll to the bottom of the post to watch the whole presentation (it’s free) on more than 40 different apps. Or, read the Q & A summary for answers to the top questions asked during the webinar (see more below)—such as how to address client confidentiality concerns when an app has access to document contents (e.g., PDF to word converter), which iPad and tablet to choose, and the best hardware to use with an iPad for projecting presentations.

Here’s a sample:

Q: What is the recommended video/online conference software?

A: The two main online conference services – GoToMeeting & Webex – both have excellent mobile apps that continued to be improved.

Q: Is Dropbox any better than Apple’s iCloud?

A: I would say yes, although I use iCloud for several apps on my iPhone and iPad because it’s built into the ecosystem. But Dropbox syncs files better, is more accessible through the app, and generally more flexible for storing, managing, and syncing files.

Q: Is adding specific password protections to individual documents considered best practice or is it OK to just have a password to access OneDrive?

A: The first step is to use a strong, secure password for your Microsoft OneDrive account. You’ll need to input that password the first time you launch OneDrive on your mobile device. The second step is to make sure you have a passcode enabled for your mobile device. On the iPad and iPhone, you can also turn on a passcode inside the OneDrive app, which provides a second level of protection.

READ FULL POST

 


Upcoming CLE Opportunities

Florida Law Update. There’s still time to register for the 2017 Florida Law Update, scheduled for 8:00 a.m. – 5:00 p.m., Thursday, June 22, at the Boca Raton Resort & Club (during Florida Bar Annual Convention). Register online for Course Number 2320R. Special thanks to Program Chair Peggy Hoyt for putting together a great lineup of speakers: Denis DeVlaming (Criminal Law), Kevin Johnson (Employment Law), Barbara Leach (Bankruptcy Law), Adam Hodkin (Business Law), Wade Luther (Family Law), Michael Gelfand (Real Property Law) and Alex Douglas, Peggy Hoyt and Sarah AuMiller (Estate Planning/Elder Law). See you there!

FIND MORE CLE

 


Practice Management Tip of the Week: How Lawyers Can Use Client Data to Grow Their Practices

Law practices are businesses, and these days, successful businesses leverage data to thrive. Here are some tips from a recent Attorney at Work blog post that will inspire you to learn more about embracing data to grow your law practice.

Data Helps Answer Questions. Data comes in all shapes and sizes, and you can access it more easily than you think. It can be as simple as asking first-time callers where they heard about you. Or sending emails to clients after you’ve wrapped up their cases, asking them how you did. You can use Google Analytics to track traffic to your website and measure the return on your various marketing and advertising efforts. If you’re wondering whether your website is easy to use, ask 10 acquaintances to pretend they have a legal problem and let you know how easy your site was to use. Keep it simple.

More Data Is Not Always Better. Start with the right questions. Maybe you’re curious whether you’re getting as many referrals as you think you are. Maybe it’s whether your website is turning users into callers. Whatever it is, if you start there, you’ll have a better chance of getting the right data that is directly relevant to the answers you want to find.

Working with data is not a one-shot deal. You don’t need to do it all the time, but thinking about it as an ongoing process rather than a discrete task will get your business where it needs to go.

READ FULL POST


Tech Tip from the 2017 Florida Bar Tech Show Presented by the Solo & Small Firm Section: Protect Your Email Like It’s Your Social Security Number

 

During this year’s Florida Bar Tech Show, we learned that using multiple email addresses—each with specific purposes—can help you avoid spam, protect yourself from hackers and allow greater access.

Avoid spam. If you need to sign up for a service but don’t want all the promotional updates that come with it, sign up with an email address other than your main account.

Protect yourself. Having a separate account for things like social websites and online purchasing, which are more prone to attack, will leave your main account less vulnerable. Make sure you choose different, strong passwords for each site.

Manage projects. If you’re collaborating with various people on a case (think virtual paralegal), having a separate email address dedicated to specific workflows will help you manage communication channels, but you’ll be able to share the login details with other people who are also working on the project.

Greater access. If you’re using an email service that’s only accessible on your desktop, it might be a good idea to have a web-based service to be able to access important emails remotely.

Here are some examples of how to use multiple email addresses with specific purposes:

  • Work email – strictly business.
  • Professional interest email – newsletters, groups, organizations, social media for business.
  • Personal – personal emails, hobbies, websites, clubs and organizations.


READ MORE ABOUT EMAIL SECURITY

 


Florida Bar Member Benefit: MedJet Protection for Your Summer Travel

 

 

 

Medjet Membership – Air Medical Transport and Crisis Response Protection: Peace of Mind for Florida Bar Members. 
As a Medjet member, if you become ill or injured domestically or abroad (more than 150 miles from your primary residence) and need inpatient hospital care, medical transfer to a hospital of your choice within your home country will be arranged for you at no additional cost beyond your Medjet membership fee. If you think all travel protection plans are the same, you could be in for an unwelcome surprise. While travel insurance and platinum card programs have important benefits, there may be restrictions that could leave you wishing you had additional protection. Medjet closes this gap. Learn about MedJet classic.

ENROLL BEFORE YOU TRAVEL


What has The Florida Bar done for you lately? Plenty! Check out TFB’s extensive Member Benefits Page to learn more.

QuickLINK #58

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QuickLINK is designed to boost your technology edge, enhance your practice management skills and improve your client service. We value your feedback and topic suggestions. Follow the Solo & Small Firm Section on social media for news and updates to benefit your practice.

TwitterLinkedInFacebook


 

Solo & Small Firm Section Member Spotlight: Jim Mullaney

Jacksonville divorce attorney Jim Mullaney is featured in this week’s Solo & Small Firm Section member spotlight. Mullaney is licensed to practice law in Florida and Georgia and is a Florida Supreme Court Certified Family Court Mediator. His family law practice also includes paternity, adoption, child support, timesharing, alimony and modification. He has a Bachelor of Science degree from the University of Florida and a Juris Doctor degree from Cumberland School of Law at Samford University. A Jacksonville native, Mullaney has practiced law since 1996 and founded his own law practice in 2000. He is admitted to practice before the U.S. District Court (Middle District of Florida), the Court of Appeals of Georgia, the Georgia Supreme Court and the United States 11th Circuit Court of Appeals. Read Mullaney’s full profile on the section’s Facebook page.


Tech Tip from The Florida Bar: Expanding Your Home or Office Network’s Reach

 

The Florida Bar this week shares a tech tip from the New York Times Tech Tip Blog on how to boost your home or office Wi-Fi signal if you’re sharing your internet connection by using a single wireless router to broadcast a network signal (and not one of the newer mesh-networking systems). Here are some basic tips to try to improve your coverage:

  • Try moving the router to a different location, preferably out in the open and away from appliances, cordless phones and big metal objects that can block or absorb the Wi-Fi signal.
  • Make sure your router’s firmware is up to date and your network is password-protected so that only authorized family and friends can log on.
  • If you don’t want to upgrade to a newer router that may offer better coverage, consider a compatible network range extender or booster device to help your Wi-Fi signal reach farther. Most companies that make routers (like Linksys, Netgear and D-Link) also sell less expensive add-ons for increasing your network’s reach.

READ FULL ARTICLE

 


Upcoming CLE Opportunities

Florida Law Update. 8:00 a.m. – 5:00 p.m., Thursday, June 22, 2017, Boca Raton Resort & Club (during Florida Bar Annual Convention). Register online for The Florida Bar Solo & Small Firm Section’s popular Florida Law Update, Course Number 2320R. Special thanks to Program Chair Peggy Hoyt for putting together a great lineup of speakers: Denis DeVlaming (Criminal Law), Kevin Johnson (Employment Law), Barbara Leach (Bankruptcy Law), Adam Hodkin (Business Law), Wade Luther (Family Law), Michael Gelfand (Real Property Law) and Alex Douglas, Peggy Hoyt and Sarah AuMiller (Estate Planning/Elder Law). See you there!

FIND MORE CLE

 


Practice Management Tip of the Week: Should You Hire a Virtual Paralegal?

Virtual paralegals typically are independent contractors who work remotely and are specifically trained to offer support to attorneys or entire law firms, large or small. Solos and small law firms can gain from these arrangements by handing over day-to-day administrative tasks, paying virtual assistants only for the time you use their services and avoiding overhead costs associated with hiring full-time employees. In most cases, you won’t have to provide technology or other equipment either.

Tips for Working with a Virtual Paralegal

  • Don’t assume — check credentials.
  • Protect your data. Working with a virtual paralegal often means sending confidential or sensitive information online.
  • Plan ahead to ensure availability. Virtual assistants and paralegals may have multiple clients.
  • Be realistic about your needs. Make sure your virtual paralegal is aware of what you expect. To guarantee the best possible outcome, do the appropriate research ahead of time and know what you want to get out of the service.

READ FULL ARTICLE

 


Tech Tip from the 2017 Florida Bar Tech Show Presented by the Solo & Small Firm Section: Customize the Quick Access Toolbar in Word

The Quick Access Toolbar is a customizable toolbar that contains a set of commands that are independent of the tab on the ribbon that is currently displayed. You can move the Quick Access Toolbar from one of the two possible locations, and you can add buttons that represent commands to the Quick Access Toolbar.

Add a command to the Quick Access Toolbar (watch video):

  1. On the ribbon, click the appropriate tab or group to display the command that you want to add to the Quick Access Toolbar.
  2. Right-click the command, and then click Add to Quick Access Toolbar on the shortcut menu.


Group the commands by adding a separator between the commands:

You can group the commands by using the separator to make the Quick Access Toolbar appear to have sections.

  1. Right-click the Quick Access Toolbar, and then click Customize the Quick Access Toolbar on the shortcut menu.
  2. In the Choose commands from list, click Popular Commands.
  3. Click <Separator>, and then click Add.
  4. To place the separator where you want it, click the Move Up or Move Down arrow.

Export a customized Quick Access Toolbar (watch: customize the ribbon).

You can export your ribbon and Quick Access Toolbar customizations into a file that can be imported and used by a coworker or on another computer.

  1. Click the File tab.
  2. Under Help, click Options.
  3. Click Quick Access Toolbar.
  4. Click Import/Export, and then click Export all customizations.

READ FULL ARTICLE

 


Florida Bar Member Benefit: Get 15 Percent Off FTD Flower Orders Just in Time for Mother’s Day

It’s not too late to order flowers and gifts for Mother’s Day! Florida Bar members receive a 15% discount with FTD.

You may order by phone at 1-800-SEND FTD and use code 30646 to receive the 15% discount.


What has The Florida Bar done for you lately? Plenty! Check out TFB’s extensive Member Benefits Page to learn more.

QuickLINK #57

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QuickLINK is designed to boost your technology edge, enhance your practice management skills and improve your client service. We value your feedback and topic suggestions. Follow the Solo & Small Firm Section on social media for news and updates to benefit your practice.

TwitterLinkedInFacebook

 


From The ABA Tech Show: 60 Tips in 60 Minutes to Increase Productivity for Work and Life

The ABA Techshow’s popular 60 Tips in 60 Minutes closing session this year offered an impressive list of pointers to improve productivity and your personal life. The presenters included apps, websites and services to accompany each tip. (The full list is available here.)

A recent ABA Journal article recapped the session, which included tips on online document management (G Suite or Microsoft Office 365), protecting passwords (LastPass) and creating PDFs on the go (Scanbot). Need “life hacks” to save time? Charlie combs through hundreds of sources to give you information people; TripIt for travelers automatically builds itineraries by pulling out reservations, confirmation numbers and other details from emails; and TaskRabbit allows you to outsource jobs to people in your neighborhood, such as assembling furniture or cleaning the house.

SEE ALL 60 TIPS

 


Upcoming CLE Opportunities

We’ll keep you posted when registrations open:

  • Florida Law Update. 8:00 a.m. – 5:00 p.m., Thursday, June 22, 2017, Boca Raton Resort & Club (held during Florida Bar Annual Convention).
  • Agricultural Law Update.  8:00 a.m. – 1:00 p.m., Friday, Nov. 17, 2017, Florida Farm Bureau Federation in Gainesville.
  • Annual Ethics Seminar 2017.  8:00 a.m. – 1:00 p.m, Thursday, Nov. 3 in Orlando.

FIND MORE CLE

 


Practice Management Tip of the Week: A Solo’s Tips on Balancing Client Calls and Personal Time

 

Auther Steven Palermo says that if you’re a solo practitioner or in a small law firm you likely are a slave to your smartphone, making sure clients can always reach you. If you spend more time on weekends talking on the phone and emailing with clients than enjoying your free time, it’s probably causing you great stress and affecting your personal relationships. Want some pointers on how to cut down on after-hours and weekend communications, but not lose business? Read Palermo’s five tried and tested tips for curtailing after-hours client calls. From laying down ground rules to following them yourself, these pointers might make you better able to balance a healthy personal life while maintaining happy client relationships.

GET 5 TIPS

Steven J. Palermo is a managing partner at Palermo Tuohy Bruno, P.L.L.C., a Long Island personal injury law firm. 

 


Tech (and Safety) Tip from the 2017 Florida Bar Tech Show Presented by the Solo & Small Firm Section: Ring Video Doorbell for Your Smartphone

Solo and small firm practitioners share a common concern when it comes to office security: They can’t always be onsite to monitor deliveries and visitors (wanted or unwanted). With Ring video doorbell system you can monitor your home or office from your smartphone, tablet or PC. Every Ring device features a wide-angle lens and a built-in microphone and speaker so you can see, hear and speak to anyone on your property from anywhere. Ring’s customizable motion sensors let you focus in on the most important areas of your home. You’ll get instant alerts as soon as Ring detects motion, so you’ll know when anyone steps foot on your property. The free Ring app lets you control your devices and review your videos in one simple dashboard.

SEE HOW IT WORKS


Florida Bar Member Benefit: BizVue Internet Marketing

 

360 BizVue is the only SEO digital marketing company approved by The Florida Bar as a member benefit.

Google annually makes more than 540 changes; chances are that at least one change was made today that could affect your business rankings. It’s easy to get caught up in what you do and miss the bigger picture—and the bigger picture is where BizVue comes in. Getting your Google ducks in a row isn’t easy, and attorney SEO is no exception. This includes getting your desktop and mobile presence working together for your brand.

Think about how often you look up companies and contact details on your cell phone; your clients do the same. Optimize your web presence and that call to you is literally in their hands.

BizVue is offering an introductory rate of 70 percent off its Precise SEO Branding Service for members of The Florida Bar.

GET BENEFIT


What has The Florida Bar done for you lately? Plenty! Check out TFB’s extensive Member Benefits Page to learn more.

QuickLINK #56

QuickLINK Temporary File

QuickLINK is designed to boost your technology edge, enhance your practice management skills and improve your client service. We value your feedback and topic suggestions. Follow the Solo & Small Firm Section on social media for news and updates to benefit your practice.

TwitterLinkedInFacebook


Nominate Florida Bar Members by April 15 for the Solo & Small Firm Section’s annual awards. The awards will be presented in June at The Florida Bar Annual Convention. Please submit forms to Program Administrator Ricky Libbert. All details and forms are online.


Solo & Small Firm Section Member Spotlight: Tom Hall

The Solo & Small Firm Section this week spotlights former Florida Supreme Court Clerk of Court Tom Hall, an appellate lawyer who is Of Counsel to The Mills Firm in Tallahassee. The son of a steelworker, Hall was the first in his extended family to attend college when he enrolled at Ohio University. His studies were interrupted by four years in the United States Navy as a naval photographer during the Vietnam War. Hall practiced in various areas of law before accepting a job as staff attorney at Florida’s First District Court of Appeal in Tallahassee, where he worked until being appointed Clerk of the Florida Supreme Court in 2000. He was just the twentieth person to hold this position since Florida became a state in 1845. Read Hall’s full profile on the section’s Facebook page.

 


Tech Tip from FindLaw® for Legal Professionals: Is Your Computer Still Necessary? Practicing Law with a Tablet

Thinking about incorporating an Apple iPad, Samsung Galaxy or Microsoft Surface into your law practice—or replacing your desktop or laptop altogether? Here are some quick tips that can help you decide.

  • Do you create or review content? If you create a lot of content you’ll have to become familiar with the tablet’s touch screen input—or add a keyboard. If you’re more of a content reviewer, tablets can be good for viewing, commenting on and revising documents.
  • How much data storage do you need? A laptop offers vastly more onboard storage than a tablet so you’ll need to store data in the cloud if you exclusively use a tablet.
  • Are you super-attached to your software? Tablets use different operating systems (Android or iOS) than laptops, so you might have to pay for a workaround. Microsoft Office 365, for example, lets you access its software suite through the cloud to view, edit and create Microsoft documents from your tablet.
  • Do you need to connect to a printer or scanner? This may require the use of wireless or Bluetooth.

Still undecided? Check out “tablet PCs,” lighter, tablet-size devices that run on the same operating systems as PCs. These may be good solutions for lawyers who want the sleekness and mobility of tablets combined with the computing power of laptops.

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Upcoming CLE Opportunities

 

We’ll keep you posted when registrations open:

  • Florida Law Update. 8:00 a.m. – 5:00 p.m., Thursday, June 22, 2017, Boca Raton Resort & Club (held during Florida Bar Annual Convention).
  • Agricultural Law Update.  8:00 a.m. – 1:00 p.m., Friday, Nov. 17, 2017, Florida Farm Bureau Federation in Gainesville.
  • Annual Ethics Seminar 2017.  8:00 a.m. – 1:00 p.m, Thursday, Nov. 3 in Orlando.

FIND MORE CLE

 


Practice Management Tip of the Week: Creative Goal Setting for Improving Your Solo Practice

 

Legal blogger Megan Zavieh says that no matter what type of goal-setting system works for you—even if it’s a long to-do list—make sure you prioritize what needs to be done by using four codes:

  • Code Red covers things like your trust accounting and bill collection systems. Weaknesses here expose you to the highest ethics risks.
  • Code Yellow likely includes the bulk of your tasks, including retainer agreements and communication systems (phone logs, practices for returning calls, filing of emails, non-engagement letter practices, etc.).
  • Code Green might be business development tasks, for example, if you are making the rent but would like to kick it up a notch. (This might be Code Red if you are desperately failing to make overhead each month.)
  • Code White is for tasks that would be nice to get done but are not critical.

If you realize there are things you should be improving, try organizing your goals in a way that doesn’t overwhelm you, and you should see an improved and more ethically sound practice.

LEARN MORE GOAL-SETTING TIPS


Tech Tip from the 2017 Florida Bar Tech Show Presented by the Solo & Small Firm Section: Use Multiple Browsers to Increase Productivity

During “50 Tech Tips in 50 Minutes,” speaker Adriana Linares shared tips for using multiple browsers to separate your business and personal lives and increase productivity. For example, DuckDuckGo doesn’t track your personal information, so use it for personal browsing to avoid those annoying ads generated by your search history. You might use Google Chrome, for example, to manage all of your social media accounts; and use Firefox for your work and school tasks. If you have Windows 10 you’re probably already using Microsoft Edge. Select apps and create bookmarks in each browser that reflect how you use that particular search engine. Slow connection? Try Opera‘s Turbo feature, which compresses your web traffic and makes a huge difference in browsing speed. Techradar recently reviewed browsers and rated the best for 2017: READ MORE


Florida Bar Member Benefit: Fastcase 7 is Here

Your Bar benefit, only better! Get unlimited access to one of the largest law libraries in the world. The member benefit has no restrictions on time or number of transactions. You get unlimited printing, unlimited reference assistance and unlimited customer service included for free, as well as a newspaper archive, legal forms and a one-stop PACER search of federal filings. The member benefit provides for free access to Fastcase’s intuitive and smarter legal research tools, training webinars and tutorials, industry-leading mobile apps, and live customer support from members of the Fastcase team.

The Fastcase 7 User Guide is an in-depth guide to all features and options in Fastcase 7. Use your Florida Bar member login to access Fastcase.


What has The Florida Bar done for you lately? Plenty! Check out TFB’s extensive Member Benefits Page to learn more.

QuickLINK #55

QuickLINK Temporary File

Member Spotlight. The Solo & Small Firm Section this week spotlights Christopher E. Benjamin, founder and senior managing shareholder at The Barrister Firm P.A. in Miami. He is an ancestral citizen of St. Martin, French West Indies, and served for three years as a soldier in the U.S. Army. Benjamin is a Florida Supreme Court certified civil circuit, family, appellate, bankruptcy and county court mediator. Read his full profile on the Solo & Small Firm Section’s Facebook page.

QuickLINK is filled with substantive information designed to boost your technology edge, enhance your practice management skills and improve your client-service delivery, courtesy of The Florida Bar Solo & Small Firm Section. We hope you find this format useful and interesting, and we value your feedback and topic suggestions. Follow @FlSoloSmallFirm for news and updates to benefit your practice.

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Nominate Florida Bar Members by April 15 for the Solo & Small Firm Section’s annual awards. If you know a member of Florida’s legal community who has rendered distinguished service to the Bar, please consider nominating that individual for one of the awards. View lists of previous award recipients at this link. The awards will be presented in June at The Florida Bar Annual Convention. Please submit nomination forms and supporting documents by April 15, 2017, to Program Administrator Ricky Libbert. All details and forms are online.


In This Issue

  • Tech Tip from The Florida Bar Practice Resource Institute: E-Filing Resources and Training Videos All in One Place.
  • NEW CLE: Segments from The Florida Bar Tech Show Presented by the Solo & Small Firm Section—Pick the Presentations That are Most Relevant to Your Practice.
  • Practice Management Tip of the Week10 Ethics Tips for Solo and Small Firm Practitioners From the 2016 Oregon State Bar Solo & Small Firm Conference.
  • Tech Tip from the 2017 Florida Bar Tech Show: Technology for Solo and Small Law Firms Video by Barbara Leach and Liz McCausland.
  • Florida Bar Member Benefit: RightSignature Electronic Signature Service 10% Discount.

Solo & Small Firm Section Member Spotlight on Christopher E. Benjamin.

The Solo & Small Firm Section this week spotlights Christopher E. Benjamin, founder and senior managing shareholder at The Barrister Firm P.A. in Miami. Benjamin is an ancestral citizen of St. Martin, French West Indies, and served for three years as a soldier in the U.S. Army. Benjamin is a Florida Supreme Court certified civil circuit, family, appellate, bankruptcy and county court mediator. He is a mediator and arbitrator at Salmon & Dulbeg and for the Florida Department of Financial Services, American Association of Arbitrators, Seventeenth Circuit Court Mediation Department and the Financial Industry National Regulation Association. Several cities have appointed him to serve as a special magistrate, and he currently is a magistrate in the Eleventh Judicial Circuit’s Traffic Court. Benjamin chaired the Dade County Bar Association Solo & Small Firm Section and was president of the Wilkie D. Ferguson Jr. Bar Association and the Florida Muslim Bar Association. He is a former vice president of the Miami-Dade Branch of the NAACP and member of the Greater Miami Urban League Posse. He serves as a member of 100 Black Men of South Florida and is general counsel for the Florida Democratic Black Caucus and Florida Memorial University’s National Alumni Association. His political appointments include service on Florida’s Local Advocacy Council, Miami-Dade County’s Citizens’ Independent Transportation Trust and City of Miami Garden’s Nuisance Abatement Board. He is rated AV Preeminent by Martindale-Hubbell, Superb by AVVO.com; and has been named to the lists of Florida Super Lawyers, Florida Trend Legal Elite, South Florida Business Journal 40 under 40, Cystic Fibrosis Top 40 under 40 Lawyers of Miami-Dade County, National Trial Lawyer’s Top 40 under 40, Legacy Magazine’s Top 40 under 40 Black Leaders of South Florida and Marquis Who’s Who 18th Edition of Who’s Who in American Law. He also has been recognized with the Dade County Legal Aide Pro Bono Award for his pro bono service with indigent clients. He graduated cum laude from Florida Memorial University with a Bachelor of Arts in Public Administration and Political Science earned his Juris Doctor at St. Thomas University School of Law.  A staunch community advocate, Benjamin has spent his career helping families navigate the process of divorce, ensuring that persons charged with crimes received fair trials and zealous representation, helping protect the civil rights of the discriminated, helping the injured find redress, helping small business owners establish their businesses, helping low-to-moderate income residents of Florida find affordable access to the courts and helping litigants find alternatives to resolving their disputes. Read his full profile on the Solo & Small Firm Section’s Facebook page.

   


Tech Tip From The Florida Bar Practice Resource Institute: E-Filing Resources and Training Videos All in One Place.

If you’re seeking a one-stop shop for Florida e-filing resources, look no further than The Florida Bar Practice Resource Institute’s e-filing resources page. Learn the basics of e-filing, register at the Florida courts e-filing portal, find links to e-filing systems by court, read news about filing and access numerous training and troubleshooting resources including the portal’s bank of free videos.

For more resources from The Florida Bar Practice Resource Institute, bookmark the PRI home page and check for regular updates.


NEW: Segments from The Florida Bar Tech Show Presented by the Solo & Small Firm Section—Pick the Presentations That are Most Relevant to Your Practice.

If you weren’t able to join us in Orlando for the 2017 Florida Bar Tech Show presented by the Solo & Small Firm Section, we’ve got a great offer for you. Pick the topics that are most relevant to your practice and tech skills and purchase individual segments on CD for only $100 each plus tax. Each segment is 50 minutes long and you’ll earn one technology CLE per course.

 


Practice Management Tip of the Week: 10 Ethics Tips for Solo and Small Firm Practitioners From the 2016 Oregon State Bar Solo & Small Firm Conference.

 

Oregon attorney and law practice management consultant Beverly A. Michaelis used Storify to create an excellent recap of “10 Ethics Tips for Solo and Small Firm Practitioners,” a presentation from the 2016 Oregon State Bar Solo & Small Firm Conference. The recap offers practical ethics tips that are applicable to solos and small firms—and the format makes it easy to use and share. From referral fees to disengagement letters, the presentation offers straightforward ethics advice that can make your law practice more effective. Michaelis owns Oregon Law Practice Management and is a former practice management advisor at the Oregon State Bar Professional Liability Fund.


Tech Tip from the 2017 Florida Bar Tech Show Presented by the Solo & Small Firm Section: Technology for Solo and Small Law Firms Video by Barbara Leach and Liz McCausland.

 

 

 

In this excellent video filmed during the 2017 Florida Bar Tech Show presented by the Solo & Small Firm Section, Barbara Leach and Liz McCausland discuss their favorite technologies for solo and small law firms. Both attorneys are solo practitioners in Orlando and are members of the Solo & Small Firm Section Executive Council. Leach is managing attorney at Barbara Leach Law P.L. and McCausland is the owner of Liz McCausland P.A.


Florida Bar Member Benefit: RightSignature Electronic Signature Service.

 


RightSignature
is an electronic signature service that enables you to get your important documents filled out and signed online in minutes with a legally binding e-signature. Perfect for contracts, retainer agreements, NDAs, and more. RightSignature makes servicing clients easier while reducing administrative time so you can maximize your billable hours. Members of The Florida Bar receive a 10% discount on RightSignature, plus a live one-on-one web demo and 24/7 customer support.

 

What has The Florida Bar done for you lately? Plenty! Check out TFB’s extensive Member Benefits Page to learn more.

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