QuickLINK

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

QuickLINK #92

Preserving Issues for Appeal
Preserving Issues for Appeal, Nov. 27 Audio Webcast
11:30 A.M. – 12:30 P.M.

This presentation will address how to ensure that trial issues are preserved for appeal during pre-trial proceedings, jury selection, the presentation of evidence and post-trial motions.

The CLE includes an overview of principles of preservation and how to avoid common pitfalls. Topics include preserving error in pleadings and dispositive motions, peremptory challenges and cause challenges to potential jurors, jury instructions, addressing potential juror misconduct, evidentiary proffers, objections to admission of evidence, improper closing arguments, verdicts and post-trial motions.

Presented by Lindsay LopezKelly Ruoff, and Bradley Muhs of Trenam Law.

REGISTER

Online Advertising Woes
Are Google and Facebook Making It Harder to Advertise Your Law Firm?

Do you use online advertising to drive traffic to your website? This great article addresses new challenges with Facebook and Google policies that can impact your ads. Learn about issues related to remarketing (for certain practice areas) and how you can work around them. It also discusses Facebook policies stemming from the 2016 presidential election scandal, requiring ads to be certified and carry the term “paid for by” the entity or person responsible for the ad.

The takeaway: “If you are buying advertising from Google or on social media sites like Facebook, make sure to take a lot of time to study their advertising policies. Also, make sure your website is set up to capture leads and maximize the yield of your paid advertising investment. And if you are using an agency to handle your ads, make sure it is certified with each platform and has a good track record.”

READ ARTICLE

Not Exercising Affects Your Longevity
Health & Wellness Tip: Not Exercising May Be Worse for Your Health Than Smoking

Most people are aware of the many benefits of being fit, but one new study claims that not exercising may be more harmful to your health than smoking.

Findings published in October in the journal JAMA Network Open say researchers at the Cleveland Clinic studied 122,007 patients from 1991 to 2014 under treadmill testing and later recorded mortality rates. Researchers found a clear connection between a longer, healthier life and high levels of exercise. The report calls for health care professionals to encourage patients to achieve and maintain robust fitness routines.

“Cardiorespiratory fitness is inversely associated with long-term mortality with no observed upper limit of benefit,” the study says. “Extremely high aerobic fitness was associated with the greatest survival and was associated with benefit in older patients and those with hypertension.”

Thank you to the Solo & Small Firm Section Health & Wellness Committee for these great wellness tips.

LEARN MORE

Wednesday Wisdom
NEW: Free Wednesday Wisdom Webinars (SSF Section Members Only)

Mark your calendar for the next Wednesday Wisdom event on Nov. 28! Attorneys Renée Thompson and Liz McCausland will discuss apps they use in their practices to increase efficiency and productivity.

The Wednesday Wisdom series is intended to be a members-only benefit to our section members—not only informative but also a way for you to meet and network with other attorneys and affiliate members throughout the state. Q & A and networking are encouraged! 

Join us on the 4th Wednesday of the month at 12 p.m. ET. Section members from around the state can join free Zoom meetings to learn from a variety of presenters and discuss practice management, tech and more! If you miss the webinars, check them out in the section’s members-only Facebook group.

Mind Your Business – Annual Solo & Small Firm Conference
January 18, 2019 – Live (Orlando)

Learn best practices for solos and small firms from some of Florida’s top lawyers. Special thank you to Paige Greenlee and Theresa Jean-Pierre Coy, Conference Co-Chairs.

Topics include:

Mind Over Matter – Integrating AI into Your Practice. Eric Ostroff, Miami

Mind Yourself – Health and Wellness. DoriFoster Morales, Miami

Mind Innovation – 50 Tech Tips in 50 Minutes. Adriana Linares, Orlando

Mind the Firm – Emerging Trends in Law Firm Cyber Crime: What Every Lawyer Needs to Know. Moderator: Kevin Rosen, West Palm Beach. Panelists: Konstantinos “Gus” Dimitrelos, Davie; Keith Givens, Maitland; Peter M. Abreu, Miami.

Mind the Data – Every Firm is a Target:  Lawyers’ Ethical Duties Regarding Cybersecurity. Larry Kunin, Atlanta, Georgia

Mind the Money – Trust Accounting. Andy Sasso, Clearwater; Paige Greenlee, Tampa; Chris Teevan, Ft. Worth, TX; Zack Zuroweste, Clearwater.

Mind Your Business … From Anywhere – Mobilize Your Office. Jhenerr Hines, Tampa; Renee Thompson, Ocala; Zack Zuroweste, Clearwater. 

Details and registration coming soon! Monitor conference updates on the Mind Your Business web page. Special thank you to conference exhibitor LawPay!

SECTION MEMBER BENEFIT

LexisNexis is an official partner of The Florida Bar Solo & Small Firm Section. This partnership gives members who belong to the Solo & Small Firm Section the opportunity to receive special discounts on all LexisNexis litigation and transactional resources, from case law to CourtLink, Public Records, Lexis Practice Advisor and more. Members can get an additional 5 percent off the best LexisNexis discount available and the company will extend promotions to members as they are available. To learn more about this special partnership and how to take advantage of your discount, please contact Christie Lamb at (937) 247-0274 or christie.lamb@lexisnexis.com.

SSF Group Photo
Members-Only Facebook Group

Membership is growing in our Facebook group! Find co-counsel, refer a case and share your news. It’s free. Our new Wednesday Wisdom series will be live on Facebook each month. Join today to network with your colleagues from the section.

JOIN NOW

QuickLINK #91

Wednesday Wisdom

NEW: Free Wednesday Wisdom Webinars (SSF Section Members Only)

Join the Solo & Small Firm Section for our all-new “Wednesday Wisdom” series on the 4th Wednesday of the month at 12 p.m. ET. Section members from around the state can join free Zoom meetings to learn from a variety of presenters and discuss practice management, tech and more!

In our first session, Alison Pacuska of Pacuska Professional Services—virtual administrative, legal assistant and paralegal services—explained the benefits of working with a virtual professional. If you missed the webinar, check it out in the section’s members-only Facebook group.

The Wednesday Wisdom series is intended to be a members-only benefit to our section members—not only informative but also to be a way for you to meet and network with other attorneys and affiliate members throughout the state. Q & A and networking are encouraged!

Mark your calendars. The next Wednesday Wisdom will be Nov. 28, featuring Orlando attorney Liz McCausland talking about apps she uses to make her law practice easier.

ABC Blocks
Annual Ethics Update: Back to Basics, the ABCs of Ethics—Nov. 9
Webcast and Live. Renaissance Tampa International Plaza Hotel
7:30 A.M. – 
1:25 P.M.

This back-to-basics approach to ethics looks at the five most important ethics issues facing lawyers today.

A – Ethical Advertising and Social Media, Yen Thi Cam, The Florida Bar
B – The Ethics of Bookkeeping and Trust Accounting, Shelia M. Tuma, The Florida Bar
C – Caring for Yourself; Coping with Substance Abuse and Depression (The Ethics of Being Healthy), Daniel Brinley, Florida Lawyers Assistance
D – Details … The Devil is in Them; The Ethical Practice of Law, Sheila M. Tuma
E – Exit Strategies—Got One? How to Depart your Business Ethically, Ed Alexander, Alexander/Abramson, PLLC.

5.0 Ethics CLE credits. Section member discounted registration: $135 live; $185 Webcast.

REGISTER

Preserving Issues for Appeal
Preserving Issues for Appeal
Nov. 27 Audio Webcast
11:30 a.m. – 12:30 p.m.

This presentation will address how to ensure that trial issues are preserved for appeal during pre-trial proceedings, jury selection, the presentation of evidence and post-trial motions.

The CLE includes an overview of principles of preservation and how to avoid common pitfalls. Topics include preserving error in pleadings and dispositive motions, peremptory challenges and cause challenges to potential jurors, jury instructions, addressing potential juror misconduct, evidentiary proffers, objections to admission of evidence, improper closing arguments, verdicts and post-trial motions.

Presented by Lindsay LopezKelly Ruoff, and Bradley Muhs of Trenam Law.

REGISTER

Health and Wellness Tip
Health & Wellness Tip: Free Resources From The Florida Bar Mental Health & Wellness Center

The Florida Bar’s Mental Health & Wellness of Florida Lawyers Committee is working to destigmatize mental illness, recommend best practices and remedies, and help bring more balance into members’ daily professional lives. 

As part of that endeavor, The Florida Bar has established a Mental Health & Wellness Center that offers numerous resources: free videos, articles and podcasts; well-being coaches; toolkits and more, including a free CLE from The Florida Bar Annual Convention on Lawyer Health and Wellness.

LEARN MORE

Mind Your Business – Annual Solo & Small Firm Conference
January 18, 2019 – Live (Orlando)

Learn best practices for solos and small firms from some of Florida’s top lawyers. Topics include:

  • Integrating AI Into Your Practice
  • Health and Wellness
  • Cybercrime Trends and Lawyers’ Ethical Duties Regarding Cybersecurity
  • How to Mobilize and Automate Your Practice
  • 50 Tech Tips in 50 Minutes.

Details and registration coming soon!

SECTION MEMBER BENEFIT

LexisNexis is an official partner of The Florida Bar Solo & Small Firm Section. This partnership gives members who belong to the Solo & Small Firm Section the opportunity to receive special discounts on all LexisNexis litigation and transactional resources, from case law to CourtLink, Public Records, Lexis Practice Advisor and more. Members can get an additional 5 percent off the best LexisNexis discount available and the company will extend promotions to members as they are available. To learn more about this special partnership and how to take advantage of your discount, please contact Christie Lamb at (937) 247-0274 or christie.lamb@lexisnexis.com.

SSF Group Photo
Members-Only Facebook Group

Membership is growing in our Facebook group! Find co-counsel, refer a case and share your news. It’s free. Our new Wednesday Wisdom series will be live on Facebook each month. Join today to network with your colleagues from the section.

JOIN NOW

QuickLINK #90

iPhone Search

How to Find Apps on iPhone

If you’ve ever wasted time searching through your home screen and folders to find an app that you’ve strategically hidden, this simple tip is extremely helpful.

From any Home screen, swipe down from the middle of your screen. This will open Spotlight search.

Type in the name of the app you’re seeking. If it’s located on your iPhone, it will pop up and also give you the name of the folder in which it is located.

Here’s a great article that will help you learn more about how to hide apps on iPhone and how to find them later on.

LEARN HOW

How to Manage Your Online Reputation
FREE Checklist: How to Manage Your Online Reputation

Online marketing can be a powerful way to reach potential clients and bring in business. However, we all know that online resources that help legal consumers find you can also be used to express dissatisfaction with you or your services.

So how do you effectively monitor and manage your online reputation? Start by downloading your free copy of the “Reputation Management Checklist” by MyCase. The guide offers steps you can take to set up alerts to monitor chatter about your firm, track and respond to what’s being said about you online, ask clients for feedback, augment positive reviews, manage negative reviews and more.

MyCase is a Florida Bar member benefit; members get a 10 percent lifetime discount.

GET FREE CHECKLIST

Factfulness
Health & Wellness Tip: Factfulness

Factfulness: The stress-reducing habit of only carrying opinions for which you have strong supporting facts.

Ever feel like there’s just so much wrong with the world—or like things used to be so much better? Don’t let those negative media posts get you down. Pick up a copy of “Factfulness,” by Hans Rosling. Read the 10 reasons why things are better than you think. Bill Gates said it’s “[o]ne of the most important books I’ve ever read—an indispensable guide to thinking clearly about the world.”

Special thanks to the Solo & Small Firm Section Health & Wellness Committee for providing the QuickLINK wellness tips.

LEARN MORE

UPCOMING CLE OPPORTUNITIES

Software Showcase CLE
Software Showcase

Compare multiple practice management systems without wasting time on research and free trials! During this one-hour live audio webcast, representatives from Centerbase, Clio, CosmoLex, PracticePanther and Practice Master (Tabs3) will explain the features and benefits of their products and answer questions. Find out if your practice management software is the best option for your firm.

1.0 Tech CLE credit. Members of The Florida Bar Solo & Small Firm Section register for only $75. Course 2875.

REGISTER

Special thank you to our Software Showcase sponsor, Robinson, Kennon & Kendron, P.A., Lake City personal injury, business law, estate planning and litigation attorneys.

NEW Wednesday Wisdom
All-New Wednesday Wisdom
Oct. 31 – FREE for Solo & Small Firm Section Members
Noon – 1 p.m. ET

Have you ever wanted to talk with other solo or small firm practitioners about your practice? Join The Florida Bar Solo & Small Firm Section for our all-new FREE Wednesday Wisdom series, each 4th Wednesday of the month. Section members from around the state can join a free Zoom meeting to discuss practice management, tech and more!

In our premier session, Alison Pacuska of Pacuska Professional Services—virtual administrative, legal assistant and paralegal services—will explain the benefits of working with a virtual professional. Learn the ins and outs of logistics, fees and scheduling. Registration details coming soon!

ABC Blocks
Annual Ethics Update: Back to Basics, the ABCs of Ethics
November 9 Live (Renaissance Tampa International Plaza Hotel) and Webcast
8:50 A.M. – 1:25 P.M.

This back-to-basics approach to ethics looks at the five most important ethics issues facing lawyers today.

A – Ethical Advertising and Social Media, Yen Thi Cam, The Florida Bar
B – The Ethics of Bookkeeping and Trust Accounting, Shelia M. Tuma, The Florida Bar
C – Caring for Yourself; Coping with Substance Abuse and Depression (The Ethics of Being Healthy), Daniel Brinley, Florida Lawyers Assistance
D – Details … The Devil is in Them; The Ethical Practice of Law, Sheila M. Tuma
E – Exit Strategies—Got One? How to Depart your Business Ethically, Ed Alexander, Alexander/Abramson, PLLC.

5.0 Ethics CLE credits. Section members register for only $185.

REGISTER ONLINE

Mind Your Business – Annual Solo & Small Firm Conference
January 18, 2019 – Live (Orlando)

Learn best practices for solos and small firms from some of Florida’s top lawyers. Topics include:

  • Integrating AI Into Your Practice
  • Health and Wellness
  • Cybercrime Trends and Lawyers’ Ethical Duties Regarding Cybersecurity
  • How to Mobilize and Automate Your Practice
  • 50 Tech Tips in 50 Minutes.

Details and registration coming soon!

SECTION MEMBER BENEFIT

LexisNexis is an official partner of The Florida Bar Solo & Small Firm Section. This partnership gives members who belong to the Solo & Small Firm Section the opportunity to receive special discounts on all LexisNexis litigation and transactional resources, from case law to CourtLink, Public Records, Lexis Practice Advisor and more. Members can get an additional 5 percent off the best LexisNexis discount available and the company will extend promotions to members as they are available. To learn more about this special partnership and how to take advantage of your discount, please contact Christie Lamb at (937) 247-0274 or christie.lamb@lexisnexis.com.

SSF Group Photo
Members-Only Facebook Group

Membership is growing in our Facebook group! Find co-counsel, refer a case and share your news. It’s free. Join today to network with your colleagues from the section.

JOIN NOW

QuickLINK #89

Outlook Emails Task Reminders

EASY Instructions for Setting Outlook Email Follow-Up Reminders

Everybody needs reminders, right? Here’s how to turn those pending email items into tasks with reminders:

Select the email for which you want a reminder then hold down the right mouse button and drag the message down to Tasks. Release the mouse button, and you’ll be presented with three choices:

1. Copy as Task with Text. This leaves the original email in your Inbox or other folder and embeds the text of the email in a new Task.

2. Copy as Task with Attachment. This leaves the original email in your Inbox or other folder and embeds the email in your new Task as an attachment. This choice is particularly useful if the original email has attachments that you want to open and view from the Task.

3. Move as Task with Attachment. This embeds the email into your new Task just like the previous choice, except it does not leave the original email in your Inbox or other folders.

Pick one, and a new Task item opens. You then can manage this like a calendar item: Set a start and end or due date and a reminder, note the status and priority, and even assign it to someone else in your workgroup.

LEARN HOW

Foods to Eat Together
Health & Wellness Tip:  Food Pairings for a Nutrition Boost

Healthy eating is not just about what you eat, but how you eat it. To maximize the health benefits of certain foods, it’s best to pair them. 

Certain vitamins in different foods can work together in your body to help you get the most nutrition out of your meal. For example, spinach and strawberries. Your stomach’s pH makes it hard to absorb the iron in plants. Vitamin C can help with this because its acidity converts the iron into a more absorbable form. This video shows some more examples.

Special thanks to the Solo & Small Firm Section Health & Wellness Committee for providing the QuickLINK wellness tips.

WATCH VIDEO

Dell Member Benefit
Florida Bar Member Benefit: Dell

The Dell Member Purchase Program is a free discount program that allows Florida Bar members, their family members and friends to receive member only pricing on all personal purchases from Dell. Florida Bar members, their family members, and friends can utilize the program to access discounted pricing and order online. 

Up to 30% off Dell PCs, electronics and accessories; Dell Advantage Rewards: 3 percent back + free expedited shipping (register at checkout); new member exclusive store access; additional 20 percent off select PCs; a dedicated account team for assistance with questions, quotes, orders, etc.; presale events, member-only offers, early access and doorbusters; multiple payment options, including Dell financing. 

Just visit the program page to access discounted pricing. Use Member ID: GS530003797178. Prefer a custom quote? Email Jake.Teta@Dell.com.

ABC Blocks
Annual Ethics Update: Back to Basics, the ABCs of Ethics
November 9 Live (Renaissance Tampa International Plaza Hotel) and Webcast
8:50 A.M. – 1:25 P.M.

This back-to-basics approach to ethics looks at the five most important ethics issues facing lawyers today.

A – Ethical Advertising and Social Media
B – The Ethics of Bookkeeping and Trust Accounting
C – Caring for Yourself; Coping with Substance Abuse and Depression
D – Details … The Devil is in Them; The Ethical Practice of Law
E – Exit Strategies – Got One? How to Depart your Business Ethically.

5.0 Ethics CLE credits. Section members register for only $185.

REGISTER ONLINE

Mind Your Business – Annual Solo & Small Firm Conference
January 18, 2019 – Live (Orlando)

Learn best practices for solos and small firms from some of Florida’s top lawyers. Topics include:

  • Integrating AI Into Your Practice
  • Health and Wellness
  • Cybercrime Trends and Lawyers’ Ethical Duties Regarding Cybersecurity
  • How to Mobilize and Automate Your Practice
  • 50 Tech Tips in 50 Minutes.

Details and registration coming soon!

SECTION MEMBER BENEFIT

LexisNexis is an official partner of The Florida Bar Solo & Small Firm Section. This partnership gives members who belong to the Solo & Small Firm Section the opportunity to receive special discounts on all LexisNexis litigation and transactional resources, from case law to CourtLink, Public Records, Lexis Practice Advisor and more. Members can get an additional 5 percent off the best LexisNexis discount available and the company will extend promotions to members as they are available. To learn more about this special partnership and how to take advantage of your discount, please contact Christie Lamb at (937) 247-0274 or christie.lamb@lexisnexis.com.

SSF Group Photo
Members-Only Facebook Group

Membership is growing in our Facebook group! Find co-counsel, refer a case and share your news. It’s free. Join today to network with your colleagues from the section.

JOIN NOW

QuickLINK #88

Procrastination Image

10 Hacks for Beating Procrastination

Ninety-five percent of us procrastinate.
Professor Piers Steel reported this surprising statistic in his book “The Procrastination Equation: How to Stop Putting Things Off and Start Getting Stuff Done.” So, assuming you’re among that 95 percent, how negatively does procrastination affect your productivity at work?

This article outlines 10 ways to reduce the impact of procrastination on your life. Learn how to pander to your limbic system, leverage a focus tunnel and ask yourself motivational questions. Check it out (and don’t put it off).

LEARN HOW

Exercise Benefits the Brain
Health & Wellness Tip:  The Brain-Changing Benefits of Exercise

“Exercise is the most transformative thing that you can do for your brain today.” That’s right—it’s not just about looking great—it’s about improving your focus too!

So the next time you’re having trouble concentrating or drafting that responsive memorandum of law, put on those walking/running shoes. This TED talk will convince you to exercise 3-4 times a week.

(Special thanks to the Solo & Small Firm Section’s Health & Wellness Committee for contributing this content to QuickLINK.)

Microsoft Word CLE
Tips and Tricks to Make Microsoft Word Work FOR You, Not Against You
September 25 Audio Webcast, 11:30 a.m. – 12:30 p.m.

Don’t miss this all-new CLE on Microsoft Word, presented by Solo & Small Firm Section Chair Jennifer Kuyrkendall Griffin. Get pro tips that let you skip trial-and-error tutorials and learn how to fully integrate Microsoft Word into your law practice. This lunch-hour CLE will teach you exactly what you need to make your practice more efficient and will walk you through, step-by-step, how to set up and use Microsoft Word effectively. Practice with your PC or laptop while you listen. Learn Word features that can make formatting nightmares go away—and master shortcuts that will take your efficiency in Word to new levels. REGISTER ONLINE

1.0 Technology CLE credit. Solo & Small Firm Section members register for only $75.

Special thanks to our CLE sponsors:

CosmoLex

 

 

Tabs3

ABC Blocks
Annual Ethics Update: Back to Basics, the ABCs of Ethics
November 9 Live (Tampa) and Webcast
8:50 A.M. – 1:25 P.M.

This back-to-basics approach to ethics looks at the five most important ethics issues facing lawyers today.

A – Ethical Advertising and Social Media
B – The Ethics of Bookkeeping and Trust Accounting
C – Caring for Yourself; Coping with Substance Abuse and Depression
D – Details … The Devil is in Them; The Ethical Practice of Law
E – Exit Strategies – Got One? How to Depart your Business Ethically.

5.0 Ethics CLE credits. Section members register for only $185.

REGISTER ONLINE

Mind Your Business – Annual Solo & Small Firm Conference
January 18, 2019 – Live (Orlando)

Learn best practices for solos and small firms from some of Florida’s top lawyers. Topics include:

  • Integrating AI Into Your Practice
  • Health and Wellness
  • Cybercrime Trends and Lawyers’ Ethical Duties Regarding Cybersecurity
  • How to Mobilize and Automate Your Practice
  • 50 Tech Tips in 50 Minutes.

Details and registration coming soon!

SECTION MEMBER BENEFIT

LexisNexis is an official partner of The Florida Bar Solo & Small Firm Section. This partnership gives members who belong to the Solo & Small Firm Section the opportunity to receive special discounts on all LexisNexis litigation and transactional resources, from case law to CourtLink, Public Records, Lexis Practice Advisor and more. Members can get an additional 5 percent off the best LexisNexis discount available and the company will extend promotions to members as they are available. To learn more about this special partnership and how to take advantage of your discount, please contact Christie Lamb:

christie.lamb@lexisnexis.com or (937) 247-0274.

SSF Group Photo
Members-Only Facebook Group

Membership is growing in our Facebook group! Find co-counsel, refer a case and share your news. It’s free. Join today to network with your colleagues from the section.

JOIN NOW

QuickLINK #87

LegalFuel

LegalFuel’s Free Document Library

The Practice Resource Center of The Florida Bar offers an online library of sample documents and forms that are excellent starting points for you to customize and use in your practice. Choose from more than 100 administrative forms in Microsoft Word format that cover topics like client correspondence, fee agreements, intake, changing firms and more. They may be used “as is” or modified as needed. 

The Florida Bar and the creators of these forms make no warranties, express or implied, concerning their use, and disclaim any responsibility whatsoever for the information contained in them.

Avoid the Hangries!
Health & Wellness Tip: Avoid the “Hangries”

Feeling hangry? It turns out that science says being hangry (hungry + angry) is a real thing, resulting from overzealous neurons.

Hunger affects our mood and anxietybut don’t just grab that candy bar. Eat thoughtfully and before the Hangry Monster convinces you to send that nasty e-mail to opposing counsel. Here’s an article with some ideas and the science behind the Hangry Monster.

(Special thanks to the Solo & Small Firm Section’s Health & Wellness Committee for contributing this content to QuickLINK.)

Word CLE by Jennifer Kuyrkendall Griffin
NEW CLE: Tips and Tricks to Make Microsoft Word Work FOR You, Not Against You

Register online now for this all-new CLE on Microsoft Word, presented by lawyer and General Magistrate Jennifer Kuyrkendall Griffin, who also is chair of the Solo & Small Firm Section. Get pro tips that let you skip trial-and-error tutorials and learn how to fully integrate Microsoft Word into your law practice. This lunch-hour CLE will teach you exactly what you need to make your practice more efficient and will walk you through, step-by-step, how to set up and use Microsoft Word effectively. Practice with your PC or laptop while you listen. Learn Word features that can make formatting nightmares go awayand master shortcuts that will take your efficiency in Word to new levels. Solo & Small Firm Section members register for only $75.

Save the Dates! Upcoming CLE Opportunities


Sept. 25, 2018.
Tips and tricks to make Microsoft Word work for you, not against you. Audio webcast, 11:30 a.m. – 12:30 p.m.

Nov. 9, 2018. Annual Ethics Update: Back to Basics, The ABC’s of Ethics. Live (Tampa) and webcast.

Jan. 18, 2019. Minding Your Business – Solo & Small Firm Conference. Live (Orlando).

June 27, 2019. Florida Law Update. Live (Boca Raton).

Executive Council at Amelia Island
Health and Wellness Outing
Solo & Small Firm Section Executive Council Meeting

The Solo & Small Firm Section Executive Council met last weekend at Amelia Island and we were honored to that Josh Doyle, Executive Director of The Florida Bar, could join us on Friday afternoon. Dan Dearing of Professional Retirement Services Inc. gave an excellent presentation on retirement plans for small businesses. Special thanks to PRS for also sponsoring the section’s Saturday health and wellness event—a boat tour around beautiful Cumberland Island.

LINK Summer 2018
Solo & Small Firm Section LINK

The section’s quarterly LINK magazine has returned after a brief hiatus; read the summer issue online. If you’re interested in submitting an article, please contact the section’s Publications Committee Chair Jacina Haston at (727) 464-3354 or jhaston@pinellascounty.org. We are seeking substantive articles on practice management, marketing, technology, health and wellness, etc., that would be of interest to solos and small firms.

Mediator Christina Magee
Member Spotlight: Christina Magee

This week’s member spotlight is on Christina Magee of Satellite Beach, a solo mediation practitioner who chairs the Alternative Dispute Resolution Section of The Florida Bar and The Florida Bar Small Claims Rules Committee.

Chris is a Florida Supreme Court Certified Circuit Civil, Appellate and County Mediator with more than 20 years’ experience litigating and trying cases for both plaintiffs and defendants and as inside counsel for a major insurance carrier. She established Brevard Mediation Services LLC in 2011 to provide expertise in commercial matters, personal injury, wrongful death, employment law and matters where resolution involves an insurance company.

She is a Master of the Vassar B. Carlton American Inn of Court and recently was honored with a 2018 Founders’ Award by the Brevard County Association for Women Lawyers. She graduated with honors from Wesleyan University in Connecticut and received a J.D. from NYU School of Law. Contact her at cmagee@brevardmediationservices.com or (321) 773-3396. READ FULL SPOTLIGHT

SSF Group Photo
Members-Only Facebook Group

Membership is growing in our Facebook group! Find co-counsel, refer a case and share your news. It’s free. Join today to network with your colleagues from the section.

JOIN NOW

QuickLINK #86


NEW: Ruby Solo

Ruby Receptionists is an official Florida Bar member benefit; receive 8 percent off with promo code TFB.

Ruby® has just rolled out a new product designed for “true solo” practitioners. For only $149 per month, Ruby Solo offers:

  • 30 live receptionist minutes
  • A local phone number (or they can work with your existing number)
  • Voicemail box
  • Live customer support
  • Bilingual receptionist answering

With Ruby’s mobile app, you can toggle Ruby’s coverage on and off as you need it, make and receive calls from your business number and (coming soon) send and receive SMS texts from your business number. Ruby Solo is an economical solution that allows customers to add an additional line to their cell phones, keep their personal numbers private, and benefit from a team of professional receptionists who make sure every business calls is answered.

To learn more call 855-997-4769. Try Ruby Solo today.

Boost Your Productivity With Ambient Sound Apps

Did you know that moderate levels of ambient “noise” boost creativity for most people? One study showed that compared to a relatively quiet environment (50 decibels, similar to an office environment or a quiet suburb), a moderate level of ambient noise (70 decibels) proved to be optimal.

So, tune in to your favorite ambient sounds and turn up your productivity!

Florida Bar Opens Nominations for Pro Bono Service Awards

The Florida Bar’s annual pro bono service awards honor lawyers, judges, law firms and associations for extraordinary pro bono service. The deadline for most nominations is Nov. 1, 2018; nominations for The Florida Bar Young Lawyers Division Pro Bono Service Award are due Aug. 31.

In 2016-17, the last year reported, Florida Bar members collectively contributed more than $5.5 million to legal aid organizations and donated nearly 1.6 million hours of free legal service. The 2019 pro bono service awards ceremony will be held at the Florida Supreme Court at 3:30 p.m., Thursday, Feb. 7. Nomination forms are available online.

Save the Dates! Upcoming CLE Opportunities


Sept. 25, 2018.
Tips and tricks to make Microsoft Word work for you, not against you. Audio webcast, 11:30 a.m. – 12:30 p.m.

Nov. 9, 2018. Annual Ethics Update: Back to Basics, The ABC’s of Ethics. Live (Tampa) and webcast.

Jan. 18, 2019. Minding Your Business – Solo & Small Firm Conference. Live (Orlando).

June 27, 2019. Florida Law Update. Live (Boca Raton).

Publish an Article in the Solo & Small Firm Section LINK!

The section’s quarterly LINK publication is returning after a brief hiatus, and we’re seeking substantive articles that are of interest to solos and small firms. Practice management, marketing, technology, health and wellness—the sky’s the limit. We are re-launching the magazine with an all-new design and layout and we hope to make the LINK an excellent resource for all Florida small-firm attorneys!

If you’re interested in submitting an article, please contact the section’s Publications Committee Chair Jacina Haston at (727) 464-3354 or jhaston@pinellascounty.org.

SSF Group Photo
Members-Only Facebook Group

Membership is growing in our Facebook group! Find co-counsel, refer a case and share your news. It’s free. Join today to network with your colleagues from the section.

JOIN NOW

QuickLINK #85


How to Scan Documents Into Notes on iPhone

If you haven’t signed up for iPhone Life‘s Daily Tips, you should! Helpful, easy tips and iPhone tricks delivered each day to your inbox.

This recent post shows you step-by-step how to scan documents into notes in iOS 11. This new feature is super helpful for storing paper items electronically, allowing you to access printed information from anywhere and send or share it as needed.

Open the Notes app, and either start a new note or open an existing note and then:

  • Tap the plus sign icon in the toolbar above the keyboard then tap Scan Documents.
  • Position your camera over the document until all of the desired text is in the picture. Tap the white shutter button to scan the document.
  • A square will appear over the document. Drag the corners to include all of the information you want to keep in your scan. (If your scan missed anything, tap Retake in the lower left corner of the screen. Otherwise, tap Keep Scan.)
  • Your phone will return to the scan documents camera, convenient if you need to scan multiple documents. If not, tap Save to keep the scan(s) you just took and exit.
  • Your scanned document or documents will appear in your note, which you can share, print, save to your Files app and more.

 


Publish an Article in the Solo & Small Firm Section LINK!

The section’s quarterly LINK publication is returning after a brief hiatus, and we’re seeking substantive articles that are of interest to solos and small firms. Practice management, marketing, technology, health and wellness—the sky’s the limit. We are re-launching the magazine with an all-new design and layout and we hope to make the LINK an excellent resource for all Florida small-firm attorneys!

If you’re interested in submitting an article, please contact the section’s Publications Committee Chair Jacina Haston at (727) 464-3354 or jhaston@pinellascounty.org.

Five Best Practices for Law Firm Content Marketing
Excerpts from an Attorney at Work article by Jay Harrington

The best law firm content marketing—website content, articles, video or audio—focuses on the client’s needs and not the firm’s preferences.

Law firm content marketing should start with a smart strategy in place. Here are five best practices that focus on both quality and quantity that can help you build a powerful online brand presence for your firm.

1. Become a “lighthouse” for your clients. Help clients gain new insights, identify new solutions to problems, and anticipate new trends in their industries. Shine a beacon of light on what’s to come to gain trust and be perceived as an essential resource.

2. Quality first, SEO second. A law firm’s SEO strategy should emphasize quality content that engages and informs visitors. When it comes to content marketing and SEO, don’t focus on what you do, but rather focus on answering the questions of your potential clients.

3. Tell a story. Great content resonates with an audience by helping them meet a need and telling your law firm’s story in the process. Stories connect emotionally, not just intellectually. Your ability to tell stories through your firm’s brand and its content will let you break through in the crowded marketplace.

4. Publish on a regular schedule. Readers, viewers and listeners have expectations that must be met if content producers expect to hold their attention. Even if you’re producing high-quality content, if you’re doing so sporadically then you’ll soon be out of sight and out of mind.

5. Use an editorial calendar. Manage and streamline your content workflow and map your content to your audience’s needs. A calendar can help you capture the big picture of your content strategies, look into the future at what content needs are coming and assign editorial responsibility to those inside or outside of your firm.

READ FULL ARTICLE

FLSoloSmallfirm.org Has a New Look

Check out the Solo & Small Firm Section’s newly redesigned website! Its features include an interactive calendar, a library of past QuickLINK issues, contact information for the section’s Executive Committee and Council and more.

Give us your feedback and suggest ways that we can make the website a great resource for solos and small firms in Florida. Submit your ideas to our section consultant Lisa Tipton at lisa@prflorida.com.

Legal Fuel: The Practice Resource Center of The Florida Bar

The Florida Bar this week officially launched LegalFuel.com, the former Practice Resource Institute. LegalFuel offers strategic tools to help you fuel your law practice with more efficiency and profitability. The site is a go-to resource for learning how to start a new law firm or manage an existing one. It offers tips on specific practice management and technology topics and has an extensive library of free webinars, podcasts and more for you to access whenever it’s most convenient for you.

VISIT LEGALFUEL

Annual Ethics Update CLE

Mark your calendars for the Nov. 9 Annual Ethics Update, one of the Solo & Small Firm Section’s most popular CLE events. The presentation will be held in Tampa; registration details are coming soon. Attend live or via webcast. Section members receive discounted registration.

Graphic of Member Spotlight Showcase
Member Spotlight: Lawrence Marraffino 

The Solo & Small Firm Section member spotlight is on Lawrence J. Marraffino, who practices personal injury, family and bankruptcy law in Gainesville. Lawrence serves as an Adjunct Law Professor at the UF Levin College of Law and has been named to the list of Top 20 Law Professors in the State of Florida. In addition, the American Institute of Bankruptcy Attorneys named him one of Florida’s Top Ten Bankruptcy Attorneys.

The Solo & Small Firm Section honored him with the Walter S. Crumbley Award in 2012. He has been board certified by The Florida Bar in Civil Trial since 1993. He is an active member of the Florida Justice Association, the Eighth Judicial Circuit Bar Association and the National Association of Consumer Bankruptcy Attorneys. Lawrence earned a B.A. degree in psychology from the University of Florida and a Juris Doctor degree from the UF Levin College of Law. Contact him at (352) 376-0102 or ljm@ljmpa.com.

READ FULL PROFILE ON FACEBOOK

SSF Group Photo
Members-Only Facebook Group

Membership is growing in our Facebook group! Find co-counsel, refer a case and share your news. It’s free. Join today to network with your colleagues from the section.

JOIN NOW

QuickLINK #84


Publish an Article in the Solo & Small Firm Section LINK!

The section’s quarterly LINK publication is returning after a brief hiatus, and we’re seeking substantive articles that are of interest to solos and small firms. Practice management, marketing, technology, health and wellness—the sky’s the limit. We are re-launching the magazine with an all-new design and layout and we hope to make the LINK an excellent resource for all Florida small-firm attorneys!

If you’re interested in submitting an article, please contact the section’s Publications Committee Chair Jacina Haston at (727) 464-3354 or jhaston@pinellascounty.org.

Nuance: The PDF-Editor Alternative

Tired of paying monthly fees for Adobe Acrobat? Nuance Power PDF Standard offers powerful and intuitive tools for creating, converting, editing and sharing PDF files. You can try it free for 15 days—and if you decide to buy, it costs only $129.

Create PDFs from paper documents or convert PDF files to Microsoft Word, Excel and PowerPoint. Power PDF Standard uses industry-leading technology to deliver the most accurate versions of your documents—even reproducing complex layouts with columns, tables and graphics.

GET FREE TRIAL

Wellness Through Meditation

If you’re like many lawyers, you’ve heard that meditation can be a helpful tool for dealing with stress and anxiety, but you have no idea how to get started. In this episode of The Florida Bar Podcast from the 2018 Florida Bar Annual Convention, host Christine Bilbrey talks to attorney and wellness guru Jeena Cho about how meditation helped her with stress and how other attorneys can implement it in their practices. She ends the episode with a two-minute meditation practice for those who want to find out what meditation is like.

Jeena Cho is the author of The Anxious Lawyer, An 8-Week Guide to a Joyful and Satisfying Law Practice Through Mindfulness and Meditation.

LISTEN NOW

Annual Ethics Update CLE

Mark your calendars for the Nov. 9 Annual Ethics Update, one of the Solo & Small Firm Section’s most popular CLE events. The presentation will be held in Tampa; registration details are coming soon. Attend live or via webcast. Section members receive discounted registration.

Graphic of Member Spotlight Showcase
Member Spotlight: You Could Be Next! 

Would you like to be featured in the Solo & Small Firm Section’s member spotlight and gain some free publicity for your firm? The spotlights are posted to the section’s Facebook and Twitter accounts and included in the QuickLINK, which is emailed to all section members.

It’s easy. Just complete a short questionnaire and provide photos and links to your website, online bio or any other profile information you’d like to include. You can share the spotlight on social media and on your website. Interested? Please email our section consultant at lisa@prflorida.com.

SSF Group Photo
Members-Only Facebook Group

Membership is growing in our Facebook group! Find co-counsel, refer a case and share your news. It’s free. Join today to network with your colleagues from the section.

JOIN NOW

QuickLINK #83


FREE and Easy Podcasting with Anchor
Record a high-quality podcast, host unlimited episodes, and distribute everywhere with just one click, all 100% free—right from your phone. 

Listeners feel connected to the podcasts they listen to (and to the people on them), so podcasts can be great marketing tools for lawyers.

Stats: 26% (73 million) listen to podcasts at least every month – up from 24% in 2017. 45% of monthly podcast listeners have household income over $75K, and 27% of U.S. podcast listeners have four-year college degrees.

Anchor gives you the flexibility to podcast on the go, and the power to manage it from your desktop. No professional studio required. With Anchor, making a podcast is easy. Try it today!


Time for a Law Office Checkup?

When’s the last time you measured the health of your law office? If the answer is “never” or “not recently,” then this exercise is for you.

Courtesy of The Florida Bar Practice Resource Institute (soon to be rebranded as Legal Fuel), here’s a checklist that can help you evaluate how your firm is doing on morale, workload, team-building, employee interaction, technology and more.

Even the most productive and “happy” firms can find ways to improve. Let your employees fill out the law office health check and get started on making your firm a better place to work!

GET CHECKLIST

L. Michael Roffino Pro Bono Award
This award recognizes the Florida pro bono organization that has put together the best pro bono service program during the past year. The Florida Pro Bono Coordinators Association nominates five programs for consideration. Our awards committee selects three finalists, one of whom is named the winner. The 2018 winner, Legal Aid of Manasota Inc., received $4,000. The two finalists, Jacksonville Area Legal Aid and Seminole County Bar Association Legal Aid Society, each received $2,000. Representatives from the organizations are pictured here with Section Chair Jennifer K. Griffin and Awards Committee Chair Jerry Currington.
Steve Zack
Tradition of Excellence Award

Stephen N. Zack of Boies, Schiller & Flexner in Miami was honored with the section’s 2018 Tradition of Excellence Award.

Steve is a past president of The Florida Bar and was the first Hispanic president of the American Bar Association. He was admitted to The Florida Bar in 1972, has had an exemplary legal career—and has truly made an exceptional contribution to the general practice of law. He was nominated for the award for “his incredible public service and continued dedication to the cause of access to justice and the rule of law (administration of justice).”

Walter S. Crumbley Award

Florida Bar President-Elect John M. Stewart of Rossway Swan Tierney Barry Lacey & Oliver P.L. in Vero Beach is the recipient of the Solo & Small Firm Section‘s 2018 Walter S. Crumbley award. The section annually honors an individual who has made a significant contribution to practice management in the State of Florida. 

John chaired the Technology Subcommittee for Vision 2016—The Florida Bar‘s three-year study on the future of the practice of law—and suggested the special committee that resulted in the creation of The Florida Bar Practice Resource Institute. He also chaired the Bar’s Communications and Program Evaluation committees and was appointed to serve on the Florida Supreme Court’s Florida Courts Technology Commission. John has been part of many initiatives at the Board of Governors level to try to help lawyers understand what the future will look like—and how they can plan their practices to survive these changes.

Paralegal of theYear 

Jennifer R. Wallace CP, FCP, FRP is a Certified Paralegal and a Florida Registered Paralegal with Rory B. Weiner P.A. in Brandon. She assists the firm’s attorneys in the areas of commercial litigation, probate, wills and trusts, small business law and real estate. She serves as First Vice President for the Paralegal Association of Florida Inc.

The prestigious Paralegal of the Year award is given to that singular paralegal who has contributed significantly to the community and/or (his) (her) law firm. The section’s purpose in providing this award is to recognize that very deserving individual for above-and-beyond efforts in achieving a high standard of professionalism in the delivery of paralegal services. 

Members of the Solo & Small Firm Section Executive Council with Florida Bar President Michelle Suskauer, President-Elect John Stewart and Executive Director Josh Doyle during The Florida Bar Annual Convention. We also were extremely honored to have Piper (front row far right) as the guest of EC member Peggy Hoyt, who chairs The Florida Bar Animal Law Section.

Jacina Haston
Member Spotlight: Jacina Haston

The Solo & Small Firm Section member spotlight this week is on executive council member Jacina Haston, an Assistant Pinellas County Attorney in Clearwater.

Jacina previously served as assistant director and then director of The Florida Bar Henry Latimer Center for Professionalism. She graduated with a bachelor’s degree in criminology from the University of Florida and earned her Juris Doctor degree from Stetson University College of Law. Jacina worked at the Ninth Judicial Circuit Public Defender’s Office and Legal Services of North Florida, Inc. for more than five years, representing victims of domestic violence and the elderly in family law.

She has served on the Leon County Minority, Women & Small Business Enterprise Committee; the Big Bend Cares Board of Directors; and the Tallahassee Memorial HealthCare Cancer Center’s Patient and Family Advisory Council. Jacina is the founder of the Jean Honor Foundation of Hope, which assists indigent cancer patients with support and financial assistance.

READ FULL SPOTLIGHT

SSF Group Photo
Members-Only Facebook Group

Membership is growing in our Facebook group! Find co-counsel, refer a case and share your news. It’s free. Join today to network with your colleagues from the section.

JOIN NOW

Save 20 Percent on ‘Florida Small-Firm Practice Tools’

James Publishing’s new book, “Florida Small-Firm Practice Tools” covers 17 practice areas with concise text, step-by-step procedures, hundreds of voice-of-experience tips, and citations to 1,000+ Florida and federal cases. Each chapter consists of a concise discussion of the law and legal procedures followed by a collection of 370+ custom-drafted, practice-tested, Florida-specific forms in print and digital format.

For a limited time, Solo & Small Firm Section members receive the print and digital copy of the book, plus next year’s revision for free. Use exclusive member code FSP20SOLO to save an extra 20 percent on your order.

SHOP NOW

QuickLINK #82

Hurricane Resources
FREE Hurricane-Planning Resources
It’s officially hurricane season. Will you still have a viable law practice if a hurricane devastates your part of the state?  This great article by Christine Bilbrey of The Florida Bar Practice Resource Institute walks you through steps to take to ensure that the next hurricane doesn’t put you out of business. Get prepared now:
Just in case the worst happens, download The Florida Bar’s After Disaster Strikes checklist.
Metadata Scrub
Clean Out Unwanted Data

Watch the video [click image] or read the article by Legal Office Guru’s Deborah Savadra and learn how to use Microsoft Word’s Document Inspector. It’s a built-in feature that checks for and cleans out document metadata like comments, embedded revisions, document information (such as any editors’ names), and other invisible content and hidden text.

Using Inspector is quick and easy. Open your document in Word and click on the File tab. Under Info, click Check for Issues > Inspect Document. Use the dialog box to pick and choose the metadata elements you want to inspect.

READ ABOUT IT

Annual Convention App
Annual Convention App
If you’re planning to attend The Florida Bar Annual Convention next week, download the convention app so you can keep track of all meetings and events.
Use the app to:
  • Get up-to-date schedules and create your own.
  • Get important notices.
  • View hotel and city maps and on-site dining info.
  • See exhibitors and sponsors.
  • Use hashtag #MyFloridaBar.
  • See and post to the activity feed/social wall … and MUCH more!
The Annual Convention takes place at the Hilton Orlando Bonnet Creek. 

GET THE APP

SSF Section CLE Cruise
UPDATE
One Category G stateroom has just become available for the Solo & Small Firm Section’s Mediterranean CLE cruise. Submit your $1,500 per-stateroom deposit by June 21 (extended deadline) and cancel without penalty until Jan. 28, 2019. All rooms are going fast, so please reserve soon.  Amenities are per stateroom. Rates quoted online are per person based on double occupancy and reflect all savings. CLE credits are pending Florida Bar approval. Questions? Please contact Jen Mitchell at (239) 431-6734 or Jen@JenMitchellTravel.com.
Graphic of Member Spotlight Showcase
Member Spotlight: YOU Could be Next!
How about some FREE publicity for you and your firm? Just complete the questionnaire and email us your responses and photos. Your member spotlight will be included in QuickLINK and posted to the section’s Facebook and Twitter pages. The posts typically generate LOTS of engagement with friends and colleagues and with The Florida Bar’s social media followers. It’s simple and fun. The instructions are in the questionnaire. Volunteer today and take advantage of this great section member benefit!
SSF Group Photo
Members-Only Facebook Group

Membership is growing in our Facebook group! Find co-counsel, refer a case and share your news. It’s free. Join today to network with your colleagues from the section.

JOIN NOW

Save 20 Percent on ‘Florida Small-Firm Practice Tools’

James Publishing’s new book, “Florida Small-Firm Practice Tools” covers 17 practice areas with concise text, step-by-step procedures, hundreds of voice-of-experience tips, and citations to 1,000+ Florida and federal cases. Each chapter consists of a concise discussion of the law and legal procedures followed by a collection of 370+ custom-drafted, practice-tested, Florida-specific forms in print and digital format.

For a limited time, Solo & Small Firm Section members receive the print and digital copy of the book, plus next year’s revision for free. Use exclusive member code FSP20SOLO to save an extra 20 percent on your order.

SHOP NOW

QuickLINK #81

EASY Follow Ups to Boost Your Chances of Getting Business
Many lawyers see their marketing activities as isolated events. Spoke at a seminar. Check. Attended a conference. Check. Wrote a blog post. Check. Once the activity is done, they move on.
What’s the trick to following up in ways that aren’t awkward, too pesky or salesy?
This article gives you eight examples of natural and effective follow-up activities that you can use with prospective clients who attended a seminar at which you spoke. From connecting on LinkedIn with a personal note to offering something of value that relates to the seminar topic, these tips can help you learn how to stay in touch and build ongoing relationships that can turn into new business.

LEARN HOW

New Solo Podcast Graphic
FREE Podcasts From New Solo
If you’re into podcasts, check out the collection on Legal Talk Network’s New Solo hosted by law practice consultant and legal technology coach Adriana Linares.
New Solo covers a wide range of topics like transitioning from a law firm to a solo practice, rainmaking, law practice management, networking, job searching, tech—and much more. New Solo’s goal is to answer questions that come up in all phases of a solo career. Guests include lawyers and relevant professionals within the industry.

LISTEN NOW

2018 Florida Law Update: Live and Webcast

Register online (be sure to have your MyFloridaBar portal info handy) for The Florida Bar Annual Convention if you plan to attend the Florida Law Update live CLE presentation on June 14 at the Hilton Orlando Bonnet Creek. You also may download the form and register onsite for Annual Convention. Not attending Annual Convention? Sign up for the live webcast.

Max. Credit: 8.0 hours (General: 8.0 hours; Max. Certification Credit: 1.0 hour in the areas of Business Litigation, Criminal Trial Law, Elder Law, Labor and Employment Law, Marital and Family Law and Wills, Trusts and Estates)

Out-of-Country CLE Trip
Greek Isles Cruise: May 29 – June 8, 2019
The Solo & Small Firm Section’s 2019 out-of-country CLE trip is sure to be unforgettable. Explore Greek and Italian gems on Oceania’s brand-new Sirena and enjoy the beauty of the Mediterranean Sea. Optional Venice and Rome packages are available. Rooms are going fast, so please reserve soon. Submit your $1,500 per-stateroom deposit by June 4 and cancel without penalty until Feb. 1, 2019.
Amenities are per stateroom. Rates quoted are per person based on double occupancy and reflect all savings. CLE credits are pending Florida Bar approval. Questions? Please contact Jen Mitchell at (239) 431-6734 or Jen@JenMitchellTravel.com.
Member Spotlight: Brian Moskowitz
Brian M. Moskowitz practices family law throughout South Florida from his offices in Boca Raton. His experience as a divorced single parent with two children plus his knowledge and skills in litigation and negotiation make Brian a powerful advocate for his clients.
He earned his undergraduate degree from the State University of New York at Albany and his law degree from Brooklyn Law School. He has been practicing law since 1995. Prior to opening his own firm, he was a partner in Fink & Moskowitz, LLP in Brooklyn, NY. Brian is licensed to practice law in Florida and New York.
In addition to practicing law, Brian is the founder of Attorney Revolution, Inc.—a training and coaching company that empowers solo practitioners and small law firm owners to “Earn More, Work Less and Be Fulfilled.” Attorneys who fully engage in the training are able to take back control of their lives, reduce their stress, attain work-life balance and create thriving, fulfilling law practices and lives. Brian also performs in local community theater and travels the country as a Trainer for the Tony Robbins organization and as a member of its Firewalk team. The team is an all-volunteer group responsible for building fires that hundreds of thousands of individuals have walked across to defy their fears during Tony Robbins’ seminars.
Contact Brian at (561) 288-8200 or brian@attorneyrevolution.com.
Annual Long-Range Planning Meeting

The Solo & Small Firm Section Executive Council held its annual long-range planning meeting last weekend in Asheville, N.C. In this photo, the group is celebrating the news that the section’s 2019 out-of-country CLE trip is a Mediterranean cruise to ports in Greece and Italy!

Check out more photos from the weekend on the section’s Facebook page.

SSF Group Photo
Members-Only Facebook Group

Membership is growing in our Facebook group! Find co-counsel, refer a case and share your news. It’s free. Join today to network with your colleagues from the section.

JOIN NOW

Save 20 Percent on ‘Florida Small-Firm Practice Tools’

James Publishing’s new book, “Florida Small-Firm Practice Tools” covers 17 practice areas with concise text, step-by-step procedures, hundreds of voice-of-experience tips, and citations to 1,000+ Florida and federal cases. Each chapter consists of a concise discussion of the law and legal procedures followed by a collection of 370+ custom-drafted, practice-tested, Florida-specific forms in print and digital format.

For a limited time, Solo & Small Firm Section members receive the print and digital copy of the book, plus next year’s revision for free. Use exclusive member code FSP20SOLO to save an extra 20 percent on your order.

SHOP NOW

QuickLINK #80

Calm Mediation App Screenshot
FREE Meditation From Calm, The #1 App for Mindfulness & Meditation

The Florida Bar and the Young Lawyers Division have designated May as “Health and Wellness Month” for Florida lawyers. The Bar has placed an unprecedented level of focus on health and wellness because national studies show that the alcoholism rate for lawyers is double that of the general population, 33 percent of us suffer from diagnosed mental disorders and we are 3.6 times more likely to suffer from severe depression.

Enter Calm, a meditation, sleep and mental wellness app, available in both the App andGoogle Play stores. It is the #1 app for mindfulness and meditation, with over 21 million downloads to date and over 50,000 new users daily.

Do your part to encourage health and wellness this month. Try seven free days of Calm.

GET CALM

Image of someone using an iPhone
15 Useful Tips iPhone Users Need

Here’s an article that gives you iPhone hints you’ll probably use every day.

In a meeting? Silence Siri and notifications the easy way:  Turn your iPhone face down and the proximity sensor will keep them quiet.

Want to call someone on speakerphone?Just ask Siri to dial the number: “Siri, call [name of an active contact from your contacts book] on speakerphone.”

Taking a video? Turn your iPhone into landscape mode before you start filming and you’ll end up with clips that look better on your phone and when you play them back later using Apple TV, Mac or iPad.

Need fast charging? Charge your phone a lot faster by switching it to Airplane Mode before you connect it to power.

SEE MORE TIPS

2018 Florida Law Update: Live and Webcast

Register online (be sure to have your MyFloridaBar portal info handy) for The Florida Bar Annual Convention if you plan to attend the Florida Law Update live CLE presentation on June 14 at the Hilton Orlando Bonnet Creek. You also may download the form and register onsite for Annual Convention. Not attending Annual Convention? Sign up for the live webcast.

Max. Credit: 8.0 hours (General: 8.0 hours; Max. Certification Credit: 1.0 hour in the areas of Business Litigation, Criminal Trial Law, Elder Law, Labor and Employment Law, Marital and Family Law and Wills, Trusts and Estates)

Photo of Valerie Barnhart
Member Spotlight: Valerie Barnhart
Valerie Barnhart is a founding partner of Perera Barnhart, a business law and employment law firm in Davie. Valerie focuses her practice on business litigation, business transactions, data privacy and security and employment matters. She is passionate about technology and cybersecurity and is accredited as a Certified Information Privacy Professional and a Certified Information Privacy Manager by the International Association of Privacy Professionals. Valerie serves as general counsel to Infiltration Labs, a digital forensics and cybersecurity company, and is a regular lecturer and author on corporate and cybersecurity matters.

Florida Super Lawyers magazine in 2016 and 2017 named Valerie to the lists of Rising Stars in the business litigation category; Nova Southeastern University Student Life Achievement Awards named her 2016 Alumnus of the Year and The Florida Bar Young Lawyers Division honored her in 2015 as Most Productive Board Member. She is a member of the Broward County Bar Association board of directors, the Miami Electronic Crimes Task Force and the International Association of Privacy Professionals. She is a 17th Circuit ex-officio representative to The Florida Bar Young Lawyers Division Board of Governors and a member of The Florida Bar Committee on Technology.

Valerie is a dedicated alumnus of Nova Southeastern University, where she serves as an adjunct professor. Contact her at (786) 485-5232 or valerie@pererabarnhart.com.

SSF Group Photo
Members-Only Facebook Group

Membership is growing in our Facebook group! Find co-counsel, refer a case and share your news. It’s free. Join today to network with your colleagues from the section.

JOIN NOW

Save 20 Percent on ‘Florida Small-Firm Practice Tools’

James Publishing’s new book, “Florida Small-Firm Practice Tools” covers 17 practice areas with concise text, step-by-step procedures, hundreds of voice-of-experience tips, and citations to 1,000+ Florida and federal cases. Each chapter consists of a concise discussion of the law and legal procedures followed by a collection of 370+ custom-drafted, practice-tested, Florida-specific forms in print and digital format.

For a limited time, Solo & Small Firm Section members receive the print and digital copy of the book, plus next year’s revision for free. Use exclusive member code FSP20SOLO to save an extra 20 percent on your order.

SHOP NOW

QuickLINK #79

Image of Free Guide Cover
FREE Guide: Tips for Better Client Relationships

Looking for ways to increase client satisfaction and reduce your own daily stress in the process? Ruby Receptionists and Attorney at Work have a new e-guide full of practical ideas for improving communications, tightening up your systems and applying practical tech tools to create a more efficient and less-stressed law practice. You’ll find ways to:

  • Boost the client trust connection.
  • Upgrade your intake process.
  • Calm anxious clients.
  • Use technology to communicate more effectively.
  • Make clients happy to pay your bills.

Plus, learn how firms are implementing health and wellness programs. Download  “Happy Clients, Happy Lawyers: Tips for Better Client Relations” today!

DOWNLOAD FREE GUIDE

2018 Florida Law Update: Live and Webcast

Register online (be sure to have your MyFloridaBar portal info handy) for The Florida Bar Annual Convention if you plan to attend the Florida Law Update live CLE presentation on June 14 at the Hilton Orlando Bonnet Creek. You also may download the form and register onsite for Annual Convention. Not attending Annual Convention? Sign up for the live webcast.

Max. Credit: 8.0 hours (General: 8.0 hours; Max. Certification Credit: 1.0 hour in the areas of Business Litigation, Criminal Trial Law, Elder Law, Labor and Employment Law, Marital and Family Law and Wills, Trusts and Estates.

Save 20 Percent on ‘Florida Small-Firm Practice Tools

James Publishing’s new book, “Florida Small-Firm Practice Tools” covers 17 practice areas with concise text, step-by-step procedures, hundreds of voice-of-experience tips, and citations to 1,000+ Florida and federal cases. Each chapter consists of a concise discussion of the law and legal procedures followed by a collection of 370+ custom-drafted, practice-tested, Florida-specific forms in print and digital format.

For a limited time, Solo & Small Firm Section members receive the print and digital copy of the book, plus next year’s revision for free. Use exclusive member code FSP20SOLO to save an extra 20 percent on your order.

SHOP NOW

Image of 2018 iPad Model
Buy the New iPad─Or Skip It

This week’s Florida Bar Tech Tip is a great read if you’re thinking about a new iPad.

From LawTech Partners and LapTop Mag: “Apple is targeting the new 9.7-inch iPad at students, but it’s a viable option for anyone looking for a good tablet at a reasonable price. It packs A10 Fusion power and Apple Pencil support, and it’s ready for a new generation of augmented-reality apps. On the other hand, this sixth-generation slate has some drawbacks, as we discovered in our full iPad review. Check out the pros and cons before you decide to pull the trigger on a purchase.”

REASONS TO BUY

  • Fast A10 Fusion processor
  • Apple Pencil makes a big difference
  • Cameras provide versatility
  • Good battery life
  • iOS 11 is good for productivity

REASONS TO SKIP

  • Accessories jack up the price
  • Design is a bit dated
  • Doesn’t support Apple keyboard

READ FULL REVIEW

Graphic of Member Spotlight Showcase
Member Spotlight: You Could Be Next!

How about some FREE publicity for you and your firm? Just complete the questionnaire and email us your responses and photos. Your member spotlight will be included in QuickLINK and posted to the section’s Facebook and Twitter pages. The posts typically generate a great deal of engagement with friends and colleagues and with The Florida Bar’s social media followers. It’s simple and fun. The instructions are in the questionnaire. Volunteer today and take advantage of this great section member benefit!

QuickLINK #78

FREE One-Hour CLE: Automate and Simply Your Law Practice

The McKinsey Global Institute estimates that 23 percent of a lawyer’s job can be automated. In this free CLE presented by Rocket Matter and The Florida Bar PRI, systems administrator and I.T. pro Steve Senentz explains how automation can be your friend if you understand how it can help you run a more efficient practice. 

  • Learn common law firm tasks that can benefit from automation and helpful (and affordable) technologies that are available to make it happen.
  • Get a free worksheet to help you start the automation process.
  • Streamline your billing with email invoice sharing and electronic payments.
  • Hear about specific apps and services that can reduce the time you spend on administrative and repetitive tasks such as scheduling meetings.

Rocket Matter is a Florida Bar preferred member benefit. Rocket Matter has “the most powerful, easy-to-use time and billing software in the industry.” Florida Bar members receive a 15 percent lifetime discount off the regular monthly pricing. Use the code FLBARLIFE when you call (866) 710-1845. You can also sign up for a free trial online. No credit card required.

Image of eBook Cover
FREE E-Book: 10 Things I Wish I Knew About Law Firm Marketing Before Going Solo

Get an inside glimpse of the marketing tactics used to build a successful solo law practice in under three years. Attorney Joleena Louis went from zero clients to having an enviable solo law practice while transforming herself into one of the most prolific legal marketers in New York. How’d she do it? This e-book gets you an “under-the-hood” look at the marketing tactics she used to get clients.

Member Spotlight: Gerald B. Stewart

The Solo & Small Firm Section member spotlight this week is on Gerald B. Stewart of Jacksonville, a solo practitioner who focuses in the areas of bankruptcy, probate and guardianship. Gerald earned his Juris Doctor degree from the University of Florida College of Law in 1979 and has the distinction of being included in “Florida’s First Black Lawyers (1869-1979),” part one of two publications by the Virgil Hawkins Florida Chapter NBA that chronicle the rich legacy of Florida’s first black lawyers.

Gerald worked with the State Attorney’s Office for the Fourth Judicial Circuit until 1985, when he went into private practice and formed the Law Offices of Gerald B. Stewart. He has handled more than 2,300 bankruptcy cases and more than 1,000 probate and guardianship cases. Several of his cases have made new law and have been published in the Southern Second Reporter. He attributes much of his professional success to his two mentors, Ernest Jackson and the late William Roberts, who are also among “Florida’s First.”

After graduating from high school in 1972, Stewart was admitted to the University of Florida as a part of the Equal Opportunity Program. He majored in history and spent 16 weeks studying in Oxford, Miss., on a Council on Legal Education Opportunity scholarship.

Gerald is a Jacksonville native, the sixth of seven children born to Willie and Maude Stewart. He is married to Betty Stewart, and they have two children, Sabrina and Melanie. He is also an elder at the Chaffee Road Church of Christ. He advises young lawyers to ask questions; seek advice from older lawyers; treat opposing counsel with respect, and when appropriate, focus on kindness, and family—never forget to spend time with family. Contact him at Gerald Stewart stewartlaw7272@gmail.com or 904.353.8876.

Read his full member spotlight on Facebook.

QuickLINK #77

Illustrated Graphic depicting steps for promoting law firm videos
Steps for Promoting Law Firm Videos

Finally! A how-to guide for lawyers on how to start promoting your video content. Videos are an effective online marketing tool for attorneys. Not only is a video 50 times more likely to be picked up by a Google search than text, video provides an emotional element of persuasion that other media options don’t. Social media sites also understand the effectiveness of video, and display and promote video in unique ways. If you’ve decided to try your hand at video marketing, here are some steps (and how to’s) to start promoting your video content. In this article, learn how to:

  • Host Your Video on YouTube and Make Sure It’s Discoverable.
  • Connect Your Video to Your Existing Marketing Strategy.
  • Post Your Videos on Facebook and Other Social Media Channels.
  • Use Email to Promote Your Videos.
  • Measure Results.
Image of a gavel on a computer keyboard
ABA Legal Technology Guide: Top Tips For Solo And Small-Firm Lawyers

This month’s ABA Journal tech column by Nicole Black of MyCase shares a few tips from “The 2018 Solo and Small Firm Legal Technology Guide.” The book is written by legal technology experts, is updated annually, and is chock-full of the information solo and small-firm lawyers need in order to make knowledgeable, informed decisions about law office technology. The authors — Attorney Sharon Nelson, Certified Information Systems Security Professional John Simek, and Digital Forensics Examiner Michael Maschke — cover a vast range of hardware and software, provide a wealth of information and tips on choosing the right tools for your firm, and offer their perspective on the impact of emerging technologies on the practice of law. Don’t have time to read the book? Read the tech column and get recommendations on printers, practice management software and even traveling abroad.

Group photo from Ireland CLE Trip
Out-of-Country CLE Trip

In case you missed it, the Solo & Small Firm Section’s annual out-of-country CLE trip was an amazing tour of Ireland, culminating with St. Patrick’s Day in Dublin. The group experienced Dromoland Castle, the Cliffs of Moher, Killarney, the Ring of Kerry, Blarney Castle and Rock of Cashel.

The Dublin portion included a city tour, a CLE seminar with barristers and solicitors and a tour of courts. The CLE course, Comparative Law: The Irish and Americans, was held at The Honorable Society of King’s Inns in Dublin.

Photo of Paige Greenlee
Bruce Robinson, Paige Greenlee Win Board of Governors Races

Please join The Florida Bar Solo & Small Firm Section in congratulating Bruce Robinson, who won re-election as the 3rd Circuit’s representative on The Florida Bar Board of Governors. Bruce has served for the last three and a half years as the appointed liaison between the BOG and the Solo & Small Firm Section. Please also share congratulations with Paige Greenlee, who won the race for the 13th Judicial Circuit’s open seat. We are honored that these exceptional members are Solo & Small Firm Section leaders.

Photo of Chelsie Lamie
Member Spotlight: Chelsie Lamie

The Solo & Small Firm Section member spotlight is on Chelsie Lamie of the Law Office of Personal Injury Attorney Chelsie M. Lamie in Safety Harbor. Chelsie is a shark diver, adventure traveler and volunteer extraordinaire. Her whole firm visited Thailand as a reward for success in 2017. Chelsie is a graduate of the University of Tampa and Stetson University College of Law in Gulfport. She is a former insurance-company automobile and general liability claims adjuster, trained to evaluate and settle the claims of injury victims. Her interest in personal injury law was sparked after she and her husband, David, were involved in a high-speed, head-on crash. As an accident survivor and caretaker of an injury victim, Chelsie could not morally justify working for big insurance companies. She now uses her personal experiences and knowledge from years of working inside the insurance industry to fight for the rights of injury victims. Chelsie’s hobbies include scuba diving and adventure travel. From diving with great white sharks in South Africa, to trekking gorillas in the mountains of Rwanda, to hang gliding off cliffs in Peru, Chelsie has visited 53 countries across the globe. She and her family always make giving back a priority while traveling, making sure that at least part of each vacation includes volunteer work or distributing supplies to underprivileged children and families. Chelsie volunteers with programs that distribute food and supplies to the homeless and as a motivational speaker at local high schools. Chelsie was named to the lists of Florida Super Lawyers’ Rising Stars in 2016, 2017 & 2018, among other distinctions. She is a member of The Florida Bar Young Lawyers Division and is active in numerous voluntary bar associations.

Read her full member spotlight on Facebook.

QuickLINK #76

Committee Members in a Meeting
NEW Section Leadership Opportunities: Committee Preference Forms Coming Soon

Looking for more networking and new ways to get involved?  Committee preference forms will be emailed soon for the  Continuing Legal Education, Health & Wellness, Outreach, Publications, Technology, and Transition to Solo committees. The forms are for the 2018-19 Bar year and appointments will be made in the next few months. Committee service is voluntary and most meetings will occur by telephone. In-person committee meetings are likely be scheduled for fall 2018.

The preference form also allows you to let us know your other interests for involvement in the section, such as joining the executive council, serving as a CLE presenter or contributing an article for the LINK newsletter. We hope you’ll get involved!

Shortcut Key Video Graphic
Assigning Shortcut Keys to Symbols in Microsoft Word

No more digging through the Insert Symbols dialog box every time you want to insert common symbols like section (§) or em dash (—). Any symbol can have a shortcut key—and you don’t need a legal keyboard to make your work easier. A shortcut key is a combination of Alt, Ctrl and/or Shift pressed simultaneously with a letter. Read this super-easy how-to article or watch the video to learn how.

Try it yourself. Click Insert tab, Symbol, More Symbols, and then scroll to find your symbol. If you’re lucky it’s in the Recently Used area. Once you find your symbol, click on it and then click the Shortcut Key button in the bottom left of the dialog box. Make sure your cursor is sitting in the “Press new shortcut key” field (it should be there by default). Then, press the shortcut key combination you want. Remember, it should be some combination of Alt, Ctrl and/or Shift combined with a letter.  Click Close, then Close again to complete.

Click or Not Suspicious Link Graphic
How to Verify Links Before Clicking

Even the best security software can’t protect you from the headaches you’ll encounter if you click an unsafe link. Unsafe links appear to be shortcuts to funny videos, shocking news stories, awesome deals or “Like” buttons but often are designed to steal your personal information or hijack your computer. Here are some ways to check first:

  1. With a mouse, hover over the link. The full URL of the link’s destination displays in the lower corner of your browser.
  2. Use a tool like CheckShortURL to expand shortened links on social media to ensure that they go to the expected sites. Some URL shorteners give you the option of previewing the true destination. For example, if you have a bit.ly URL, simply add a “+” to the end of the URL to see the true destination, like this: http://bit.ly/10hVtvV+
  3. Use link scanners, websites and plug-ins that allow you to enter the URL of a suspicious link and check it for safety. There are many free and reliable link scanners available such as URLVoid.
Florida Bar Health & Wellness Center—Resources for Lawyers and Employers

The Florida Bar’s Special Committee on Mental Health and Wellness is developing a new, online Health & Wellness Center that will provide links to resources on dealing with stress, how to get help, and articles on lawyers and mental health. According to committee chair Dori Foster-Morales, a 24/7 toll-free helpline and a Lawyer Well-Being Starter Kit are resources that will be available in the near future.

According to an ABA/Hazelden Betty Ford Foundation study in the Journal of Addiction Medicine in 2016, surveys of nearly 13,000 attorneys nationwide showed that one in three practicing lawyers is a problem drinker. The study also showed that 28 percent of lawyers suffer from depression and 19 percent suffer from anxiety. The study showed that highest rates of alcohol and drug abuse were among lawyers in the first 10 years of their careers, and that alcohol and drug abuse often begin in law school.

The Special Committee on Mental Health and Wellness is working to destigmatize mental illness, recommend best practices and remedies and help bring more balance into members’ daily professional lives.

Photo of Paige Greenlee
Member Spotlight: Paige Greenlee

The Florida Bar Solo & Small Firm Section member spotlight is on executive council member Paige Greenlee, a candidate for the 13th Judicial Circuit open seat on The Florida Bar Board of Governors. Her firm is Greenlee Law PLLC in Tampa. Paige practices primarily in complex commercial litigation and bankruptcy and represents businesses, trustees and individual clients in state and federal court. She is a member of The Florida Bar Business Law Section Executive Council and on the boards of directors for the Hillsborough County Bar Association and The Florida Bar Foundation, where she currently serves as Development Committee chair. She is a member of The Pearl Society, a women’s philanthropic organization that supports Bay Area Legal Services.

Paige served for two years on The Florida Bar’s Disciplinary Review and Strategic Planning committees and is a former president of The Florida Bar Young Lawyers Division. She previously served on the Florida Supreme Court’s Commission on Professionalism, the Board of Directors of the Hillsborough Association for Women Lawyers and the HCBA YLD Board of Directors. She founded Greenlee Law PLLC in 2014 after spending twelve years in private practice at both large and mid-sized firms in Tampa.

She has received a number of professional recognitions and honors, including Super Lawyers’ Top 50 Women Attorneys in Florida (2014, 2015 and 2017), Super Lawyers Top 100 Florida lawyers (2017) and Florida Legal Elite in 2015, 2016 and 2017.

Paige earned her Bachelor of Arts degree in Politics, Philosophy and Economics in 1997 from the University of Pennsylvania, and her Juris Doctor degree in 2000 from Emory University School of Law. She is admitted to practice law in Florida, Georgia and Tennessee. Read her full member spotlight on Facebook.

QuickLINK #75

Get Your Time Back! Let Fancy Hands Do the Work

Need a helping hand? Lawyer and tech CLE presenter Ernie Svenson recommends Fancy Hands, “the fastest, most affordable virtual assistant service in the U.S.” Fancy Hands is a team of U.S.-based assistants you can access from any device, at any time of day, to hand over anything on your to-do list. The assistants can take care of your scheduling, purchase items for you, research anything, make phone calls, compare prices, get you refunds, deal with customer service and much more. Courtesy of Ernie, you can sign up now and get 50 percent off your first month or 5 percent off your first year.

Photo of Nicole Black of MyCase
New Legal Tech Blog for Solos & Small Firms

Nicole Black of MyCase has launched a new column on technology for solos and small firms. Each column will focus on a specific type of software—such as billing or contract analysis software—and explain the choices available, including features built into software suites and stand-alone platforms devoted to handling particular law firm functions. With so many different types of software products available and so many choices to make when it comes to features, pricing and security, sifting through the maze of information can be a time-consuming process that can quickly become overwhelming. Follow the ABA Journal column and let Black do the comparisons for you. Black is an attorney and the nationally recognized author of “Cloud Computing for Lawyers.” 

Florida Bar Podcast Graphic
Bar Complaints: Understanding the Process and How to Avoid Them

The Florida Bar Attorney Consumer Assistance Program (ACAP) receives around 19,000 to 20,000 calls a year regarding a plethora of complaints like fee disputes or lack of communication. In this episode of The Florida Bar Podcast, hosts Christine Bilbrey and Jonathon Israel talk to Shanell Schuyler, director of ACAP, about the most common complaints her office receives and how lawyers can avoid being the cause of these complaints. She also discusses how to handle payment disputes and what to do if clients refuse to pay.

Photo of Dori with Family and Law Judges
Member Spotlight: Dori Foster-Morales

The Solo & Small Firm Section member spotlight this week is on Dori Foster-Morales, a Florida Bar and National Board of Trial Advocacy board-certified marital and family law attorney who has practiced at Foster-Morales Sockel-Stone, LLC since 1997. Her focus is solely on marital and family law and related issues involving a variety of complex domestic and international clients and matters successfully handled through settlement or trial. Prior to her current practice, she practiced law at the U.S. Environmental Protection Agency (in Washington, D.C. and New York City) and was an Assistant State Attorney in the Eleventh Judicial Circuit of Florida (including significant work in economic crimes). Dori is a Fellow of the American Academy of Matrimonial Lawyers, the International Academy of Family Lawyers, The Florida Bar Foundation and the American Bar Foundation. She is AV rated by Martindale Hubbell and is on a variety of lists designating distinguished lawyers. She was elected to The Florida Bar Board of Governors in 2008 and chairs the Special Committee on Mental Health & Wellness of Florida Lawyers and the Certification and Plan Appeals Committee and serves on several additional committees.

Dori and her husband Jimmy have been very active in their community. They have participated extensively in autism-related causes, including co-chairing two walks for Autism Speaks. In 2005, Dori and Jimmy were recognized by Florida Trend magazine as one of seven two-career couples around Florida making a difference in their communities. Dori grew up on Miami Beach where she met Jimmy. She currently lives in Coral Gables. She keeps her feet firmly planted on the ground by time spent with her family – Jimmy, their two children, Nora and PJ, and their dog Lyla – enjoying Miami and the Florida Keys. Read her full member spotlight on Facebook.

QuickLINK #74

2018 Pro-Bono Award Winners Graphic
Florida Bar Benefits Graphic
Free Trials of Valuable Products and Services for Florida Bar Members

More than a dozen Florida Bar member benefit providers offer free trials, demos or initial services, including practice resources, legal forms and legal research. Here are some examples; take advantage of these free offers and get the most from your Bar membership!

FormTool — Free trial package of forms
MyCase —  Free trial
PracticePanther  — Free trial
Ruby Receptionist — Try before you buy
Tabs3 — Free trial
TheLaw.tv — Record free welcome video for firm’s website

Get More Free Trials
Young Lawyers Division Legal Accelerator Graphic
YLD Legal Accelerator

The Young Lawyers Division recently launched the Legal Accelerator, accessible to Florida Bar members when they log in to the member portal on the Bar’s website. The accelerator has Google-type search engine: Type a question into the search field and mentoring videos that answer the question appear on screen. More than 1,000 videos created by lawyers are available for viewing, and the tool is ideal for less-experienced lawyers in their first few years of practice. The Legal Accelerator is not an open source on the internet, but is within the secure Bar member portal.

The Florida Bar Continuing Legal Education Logo Graphic
Solo & Small Firm On-Demand CLE and Podcasts

Check out the section’s great collection of recent seminars that benefit solos and small firms. From 50 Practice Tips from Highly Successful Solo & Small Firm Practitioners to Going Solo: Successful Practice Development, you’ll find a variety of practice management, technology and ethics courses. Like CDs and DVDs better? Search online using Solo & Small Firm Section as your “Sponsored By” filter and you’ll find a complete list of available courses.

Photo of Tom Young
Member Spotlight: Tom Young

The Solo & Small Firm Section spotlight is on appellate lawyer and litigator Tom Young of Thomas Wade Young, P.L., in Orlando. Tom graduated Order of the Coif from the Texas Tech University School of Law in 1990 and began his legal career with a prominent Kansas law firm. He earned partnership, practiced for more than twelve years and gained jury trial experience in the areas of contracts, products liability, medical malpractice, personal injury and consumer protection. In 2002, he was presented the opportunity to work on a grant project funded by The Florida Bar Foundation, which led to his selection as the first appellate counsel for the Florida Statewide Guardian ad Litem Office. Tom returned to private practice in 2008 after earning board certification by The Florida Bar in appellate practice; he is one of fewer than 200 appellate specialists in Florida. He is vice chair of The Florida Bar’s Professional Ethics Committee. Tom is an active member of the Orange County Bar Association and is a former chair of its Appellate Practice Committee. He has presented continuing legal education programs in the areas of appellate practice, technology use in the legal profession, and ethics and professionalism. Contact him at tom@twylaw.com or (407) 373-0942. Read his full member spotlight on Facebook.

QuickLINK #73

Florida Bar Podcast Graphic
Navigating Ethics and Advertising

If you have questions about professional conduct, conflicts of interest or what types of information you can include in your advertising, The Florida Bar’s Ethics and Advertising Department is there with answers. In this episode of The Florida Bar Podcast, hosts Christine Bilbrey and Karla Eckardt talk to Elizabeth Clark Tarbert about the Ethics and Advertising Department, including its role with the Bar, common questions the department is asked and why lawyers shouldn’t be afraid to call the department for advice. They also discuss advertising rules and how to keep track of these rules as they change.

Elizabeth Clark Tarbert has been ethics counsel for The Florida Bar since 1997, providing oral and written ethics opinions for Bar members.

Listen to Podcast
LawPay Facebook Graphic
Small Firm Reboot: Gearing Up for Efficiency and Success

Thank you to event sponsor LawPay! Solo & Small Firm Section Chair Sean Desmond is pictured here with LawPay representative Shannon Yocum during the Jan. 19 event in Orlando. 

Special thanks to program co-chairs Barbara Leach and Renee Thompson for coordinating the Small Firm Reboot CLE. The section had a great turnout for this one-day, two-part technology event, designed to improve your efficiency, productivity and profitability. If you couldn’t make the live presentation, it’s available for purchase on CD and DVD.

Upcoming CLE Opportunities

Tech + Ethics: Data Security for Attorneys + The Lawyer Regulation Process in Florida and Georgia
Tuesday,  January 30, 2018, 4:00 p.m. – 6:00 p.m.
Hosted by The Florida Bar Out-of-State Division

This seminar will cover data security for attorneys, which will include a review of ethical obligations, technologies and best practices for protecting attorney client information. The seminar will also include a panel discussion regarding Florida and Georgia lawyer discipline processes, including complaint, investigation, trial & review/appeal stages; voluntary discipline; sanctions; reciprocal discipline; violations and grievance/malpractice avoidance.


See Spot!  See Spot Go!
  Navigating the Maze of Animal Law in Living, Learning, and Earning Environments (2nd Annual Groundhog Day Seminar)
Friday, February 2, 2018 – 10:00 AM – 2:00 PM, Stetson University – Tampa Law Center, Tampa, FL 33602 – (813) 223-6824
Hosted by The Florida Bar Animal Law Section

The topics cover animal law, non-discrimination and critical components of animal accessibility in housing, education, employment and public accommodations for person with disabilities.  There will also be a mental health hour of credit focusing on how animals can control stress and improve your outlook on life.

New Solo Podcast Graphic
New Solo Podcasts on Legal Talk Network

New Solo is a podcast series hosted by law practice consultant and legal technology coach Adriana Linares. It’s a great resource for solos and small firms because it covers a diverse range of topics including transitioning from a law firm to a solo practice, rainmaking, law practice management, networking, job searching, technology and more. The goal is to answer the questions that arise throughout all phases of a solo career, providing an opportunity to continue learning and improving best practices. Guests include lawyers and relevant professionals within the industry.

Learn More
Photo of Marc Brown
Member Spotlight: Marc Brown

The Florida Bar Solo & Small Firm Section member profile this week is on Marc Brown, founding member of Marc Brown, P.A. in Fort Lauderdale. A Miami native, Marc has extensive experience in a wide range of transactional and litigation matters. His real estate and collections practice is focused on commercial and residential real estate transactions and commercial collections. He also owns All Florida Title Company, an affiliated, full-service title company. A graduate of Florida State University who earned his law degree from St. Thomas University School of Law in Miami, Marc has earned an AV Preeminent® rating from Martindale-Hubbell®, the highest possible rating for ethical standards and legal ability. He is admitted to practice in all state, U.S. District and bankruptcy courts in Florida. When not serving his clients, Marc passionately follows the Miami Heat and Florida State athletics, but provides equally dedicated and professional representation to Gator fans. Contact Marc at (305) 297-3106  or marc@marcbrownpa.com. Read his full member spotlight on Facebook.

QuickLINK #72

Tech Tip: Use Dual Monitors to Increase Productivity

Here’s a recent tech tip shared by The Florida Bar. Much of the time wasted when attorneys work on computers comes when they switch between windows. Not only does it waste time, it can lead to unnecessary distractions. Some try to compensate by putting two windows on one screen, or by various workarounds.

Instead, attorneys would be wise to consider making a small investment and using an extra monitor. For that matter, it would be wise to make the investment for support staff as well. Not only do dual monitors double your screen real estate, they create boundaries you can use to divide what you’re going to focus on. For a lawyer, time is money, and there are statistics that indicate that dual monitors save a lot of time.

In a study at University of Utah and ATI Technologies, participants who used dual monitors reported increases of productivity including:

  • 33% fewer errors
  • 16% faster edits
  • 6% quicker access to tasks
  • 45% easier task tracking
  • 32% faster performance
  • 24% more comfortable

With numbers like that, dual monitors definitely are worth a try.

Read Full Article
Small Firm Reboot—Gearing Up for Efficiency and Success
Jan. 19, 2018—Orlando

Approved for 7.5 General CLE Credits (6.5 Technology & 1.0 Ethics)—Live Course Only

This one-day, two-part technology event is designed to improve your efficiency, productivity and profitability. The program will provide practical, usable tips to benefit your practice—no matter what your level of technology experience. Sponsorship opportunities are available.

Full Day Registration
Solo & Small Firm Section member $150
Non-section member $185
Full-time law college faculty/student $110


Segment I or II

Solo & Small Firm Section member $140
Non-section member $175

Full-time law college faculty/student $100

Register Online Now
Play to Win: How to Work the Room at Networking Events

Do you dread networking events but know that you need to keep them in your marketing mix? Here are a few tips from author  on how to make them both tolerable and productive.

  • Effective preparation is one sure way to make attending an event easier (or at least less awkward). Looking at the attendee list in advance, preparing your elevator speech and carefully selecting what to wear are among Schmidt’s great tips on how to prepare.
  • Attending the event also requires some coaching to ensure that you get the most from your networking opportunity. Arrive early and stay until the end, listen more than you talk, don’t monopolize one person for too long and try to look self-assured.
  • Following up after the event is crucial; networking doesn’t end when the event is over. Write down contact information; send a personal note, article or website link; send a LinkedIn invitation; and think of ways to keep in touch.

If it’s of any comfort, even lawyers who are great at working a room will tell you it’s exhausting. Effectiveness does not exist without effort. So the next time you have to attend a function, steel yourself for the experience and implement to the best of your abilities.

Read Full Article
Member Spotlight: Sandra Upegui

The Solo & Small Firm section member spotlight this week is on Sandra M. Upegui of the Upegui Law Firm in Miami Beach. Sandra is an experienced business attorney who represents businesses on a diverse range of commercial transactional and litigation matters relating to corporate formation, contract negotiation, privacy and security, compliance, risk management and business disputes. Prior to opening her own firm, she served for more than five years as an assistant general counsel for the University of Miami, handling transactional, healthcare regulatory and litigation matters. She previously was a litigation partner with Shutts & Bowen LLP in the International Litigation Practice Group. Sandra graduated magna cum laude with a Juris Doctor degree from Florida State University College of Law, where she was an active member of the moot court team. She graduated cum laude from Florida State University with a Bachelor of Arts degree in international affairs.  She studied abroad in Italy on three occasions, including a summer program hosted by Tulane University and the University of Siena, Italy, which included a special course study with former U.S. Chief Justice Rehnquist. Sandra is fluent in English and Spanish and proficient in Italian. Contact her at (786) 708-7182 or supegui@upeguilaw.com.

Read Full Spotlight

QuickLINK #71

Growing the Small Firm Through Effective Management Course 2690R

Kevin D. Johnson of Johnson Jackson LLC in Tampa will discuss strategies for managing and growing small firms, including the use of appropriate internal financial reporting, the development of compensation strategies, budgeting processes, and the hiring and management of additional attorneys and staff. The discussion will be applicable to those who are aiming to grow beyond solo status by adding other attorneys as well as those who already work in small firms.

Johnson is a Florida Bar board certified labor and employment lawyer. He and Erin Jackson recently founded Johnson Jackson LLC, which is a seven-attorney employment-law firm based in Tampa. His insights and experience will assist you in developing strategies to effectively structure and manage the growth of your firm. He is a former chair of the Solo & Small Firm Section and The Florida Bar’s Technology Committee and Special Committee on Technology and Office Resources.

The webcast is noon – 1 p.m. on Dec. 13 and is approved for 1.0 General CLE credit. Section members’ discounted registration is $75.

Register Now
How to Prepare Your Old iPhone or iPad Before Giving It To Your Child (or anyone else)

Don’t hand over an aging iOS device to your eager youngster before doing a little child-proofing first.

This Florida Bar Tech Tip provided by Law Tech Partners gives you five ways to prep an iPhone or iPad for your youngsters—from wiping your data and setting up a separate iCloud account to blocking web access and keeping them from racking up in-app charges on your credit card. If you’re handing over your old device to anyone, you should check out these great tips.

Read Full Article
Small Firm Reboot—Gearing Up for Efficiency and Success
Jan. 19, 2018—Orlando

Approved for 7.5 General CLE Credits (6.5 Technology & 1.0 Ethics)—Live Course Only

This one-day, two-part technology event is designed to improve your efficiency, productivity and profitability. The program will provide practical, usable tips to benefit your practice—no matter what your level of technology experience. Sponsorshipopportunities are available.

Full Day Registration
Solo & Small Firm Section member $150
Non-section member $185
Full-time law college faculty/student $110


Segment I or II

Solo & Small Firm Section member $140
Non-section member $175

Full-time law college faculty/student $100

Register Online Now
How to Share News with the Solo & Small Firm Section and Your Colleagues on Facebook

If you post professional news and announcements on your firm or personal Facebook pages, be sure to tag the section so we can like, comment or share your post. Here’s how:

Type @flsolosmallfirm anywhere in your post. Facebook generates a drop-down link for The Florida Bar Solo & Small Firm Section (see graphic). When you click on it, Facebook inserts a hyperlink in your post that leads to the section’s page—and we are notified that you tagged us. You can put the tag at the bottom of your post or incorporate it into your text: “David is a member of the Orange County Bar Association and The Florida Bar Solo & Small Firm Section.”

Typing @TheFloridaBarSolo&SmallFirm (you probably won’t have to type the full name) produces the same drop-down link. This goes for any person, page or place you want to “@” on Facebook.

We can share awards, professional designations, relevant blog posts, community events in which your firm as participated, etc. Think of us as another news outlet where you can publish your firm news and accomplishments. 

Member Spotlight: You Could be Next

Would you like to be featured in the Solo & Small Firm Section’s member spotlight and gain some free publicity for your firm? The spotlights are posted to the section’s Facebook and Twitter accounts and included in the QuickLINK, which is emailed to all section members.

It’s easy. Just complete a short questionnaire and provide photos and links to your website, online bio or any other profile information you’d like to include. You can share the spotlight on social media and on your website. Interested? Please email our section consultant at lisa@prflorida.com.

QuickLINK #70

Protect Against Holiday Cyber Scams

It might not be at the top of your holiday preparation list, but The Florida Bar Practice Resource Institute is reminding all Bar members to make sure you are protected from holiday phishing scams or malware campaigns.

This Florida Bar News article details how you can protect yourself and your systems. It provides steps to take if you believe you are the victim of a holiday phishing scam or malware campaign, and a link to additional cybersecurity information and resources available from The Florida Bar Practice Resource Institute.

NEW CLE: Growing the Small Firm Through Effective Management
Dec. 13 Audio Webcast – Course 2690R

Kevin D. Johnson of Johnson Jackson LLC in Tampa will discuss strategies for managing and growing small firms, including the use of appropriate internal financial reporting, the development of compensation strategies, budgeting processes, and the hiring and management of additional attorneys and staff. The discussion will be applicable to those who are aiming to grow beyond solo status by adding other attorneys as well as those who already work in small firms.

Johnson is a Florida Bar board certified labor and employment lawyer. He and Erin Jackson recently founded Johnson Jackson LLC, which is a seven-attorney employment-law firm based in Tampa. His insights and experience will assist you in developing strategies to effectively structure and manage the growth of your firm. He is a former chair of the Solo & Small Firm Section and The Florida Bar’s Technology Committee and Special Committee on Technology and Office Resources.

The webcast is noon – 1 p.m. on Dec. 13 and is approved for 1.0 General CLE credit. Section members’ discounted registration is $75.

Register Now
Small Firm Reboot—Gearing Up for Efficiency and Success
Jan. 19, 2018—Orlando

Approved for 7.5 General CLE Credits (6.5 Technology & 1.0 Ethics)—Live Course Only

This one-day, two-part technology event is designed to improve your efficiency, productivity and profitability. The program will provide practical, usable tips to benefit your practice—no matter what your level of technology experience.

Section members’ discounted registration is only $180 for both segments. Reserve your spot by emailing section administrator Ricky Libbert at rlibbert@floridabar.org or calling (850) 561-5631. Sponsorship opportunities are available.

Segment 1 – The Efficient Lawyer 

  • Getting the Most out of Microsoft (tips for using Word and Outlook effectively)
  • Do I need Practice Management Software?
  • Day in the Life: How tech-savvy practitioners use technology on a daily basis)

Segment 2 – The Successful Practice

  • Technology Best Practices
  • Ethics of Social Media for Small Firms
  • Data Security and Privacy

Attend either or both segments. We’ll provide registration details as soon as they are available.

Grammarly: Your Editing BFF

Grammarly‘s free writing app ensures that everything you type is easy to read, effective, and mistake-free. Grammarly scans your text for common and complex grammatical mistakes, spanning everything from subject-verb agreement to article use to modifier placement.

Millions of users rely on Grammarly every day to make their messages, documents and social media posts clear, mistake-free, and impactful. In addition to the online text editor, Grammarly also offers free browser extensions for Chrome, Safari, Edge, and Firefox that correct critical writing errors so you can write with confidence.

Get Grammarly
Member Spotlight: You Could be Next

Would you like to be featured in the Solo & Small Firm Section’s member spotlight and gain some free publicity for your firm? The spotlights are posted to the section’s Facebook and Twitter accounts and included in the QuickLINK, which is emailed to all section members.

It’s easy. Just complete a short questionnaire and provide photos and links to your website, online bio or any other profile information you’d like to include. You can share the spotlight on social media and on your website. Interested? Please email our section consultant at lisa@prflorida.com.

QuickLINK #69

Agricultural Law Update 2017
Friday, November 17, 8 a.m. – 1 p.m.
Florida Farm Bureau Federation Building, Gainesville

From agricultural law IT practices to tax and succession planning for agricultural businesses, this CLE event addresses current regulations and laws that affect the agricultural industry. 

After the CLE, join the UF/IFAS Center for Agricultural and Natural Resource for a complimentary brew and bite at the First Magnitude Brewing Company, and learn about Florida Hops as an emerging crop for Florida farmers and brewers.

Course 2581 (Max. Credit: 5.0 hours – General 5.0 hours)
Section member registration $140

How to Save Recyclable Text as Quick Parts in Word

If you’re tired of copying and pasting common elements like signature blocks or notary acknowledgments from old documents—then having to correct formatting or reset client-specific data—you’ll love Quick Parts.

Quick Parts is part of Microsoft Word’s Building Blocks feature, where Word stores built-in reusable design and data elements like page numbering, watermarks, text boxes, tables, headers and footers. You can make your own reusable elements with just a few clicks.

  • Copy an example of the form from a prior document.
  • Open a new document (either using Ctrl-N or File >New >Blank Document).
  • Paste the example into the blank document.

Clean up the font and paragraph formatting to match the Normal Style (that’ll prevent formatting headaches later), and make the date- and client-specific information generic.

Once you have a clean version:

  • Select all the text with either your mouse or keyboard (Ctrl-A will select all text).
  • Go to the Insert tab, click Quick Parts, then choose Save Selection to Quick Part Gallery.
  • You’ll get a dialog box asking you to fill in some information: name, category, etc.

Click OK to complete.

Read Full Article
SAVE THE DATE! Jan. 19, 2018
Small Firm Reboot—Gearing Up for Efficiency and Success

6.0 Technology CLE credits pending Florida Bar approval. Live – Orlando.

Join the Solo & Small Firm Section for a two-part technology event designed to improve your efficiency, productivity and profitability.

The program will provide practical, usable tips to benefit your practice—no matter what your level of technology experience.

Segment 1 – The Efficient Lawyer 

  • Getting the Most out of Microsoft (tips for using Word and Outlook effectively)
  • Do I need Practice Management Software?
  • Day in the Life: How tech-savvy practitioners use technology on a daily basis)

Segment 2 – The Successful Practice

  • Technology Best Practices
  • Ethics of Social Media for Small Firms
  • Data Security and Privacy

Attend either or both segments. We’ll provide registration details as soon as they are available.

Essential Time Management Tips for Lawyers (Spoiler Alert: You Have to Eat the Frog)

Excerpts from an article by William Pfeifer.

Time management doesn’t have to be hard. In fact, by implementing three simple procedures into a law practice, an attorney can increase productivity while improving career satisfaction at the same time.

#1 Eat the frog. Mark Twain said, “If you eat a frog first thing in the morning, the rest of your day will be wonderful.” Twain also said, “If you have to eat a frog, don’t look at it for too long.” Translation: Take the worst, most unpleasant, ugliest task you have to do that you don’t want to do, and do it first.

#2 Avoid the phone. Ask any lawyer when he or she is most productive, and the almost unanimous response will be they get the most done when working at night or on the weekend. What makes the difference? The lack of interruptions, which come primarily from a constantly ringing phone. Schedule certain hours of the day for returning phone calls, certain times for appointments, and devote the rest of the time to work.

#3 Make a prioritized to-do list at the end of each day. Taking fifteen minutes at the end of the day to prioritize the next day’s  order of work can be a huge time-saver. Don’t make the mistake of selecting the day’s priorities in the morning, or you will never eat the frog!

Read the Full Article
Member Spotlight: Tom Stanton

The spotlight this week is on Tom Stanton of Stanton IP Law Firm P.A. in Tampa.

Tom became an attorney after spending 10 years in the IT field. He earned a JD degree from Stetson University College of Law and acquired an LLM degree in international economic law from the University of Toulouse, France. He is a licensed patent attorney in New York and Florida and focuses on cutting-edge computer technologies, related intellectual property protection and high-tech startups.

Before graduating with a computer engineering degree from the University of South Florida in May 2003, Tom started a technology company with a friend and business partner. He spent seven years growing the company in the Tampa Bay business community. He was named to the Tampa Bay Business Journal 30 under 30 Class of 2007 and was a finalist for Tampa Bay CEO Magazine CEO of the Year in 2007. He was selected as one of Tampa Bay’s 100 most influential business leaders in 2009.

Contact Tom at tstanton@stantoniplaw.com or connect with him on LinkedIn.

QuickLINK #68

Reserve your spot now for the Nov. 2 Annual Ethics Update 2017, one of the Solo & Small Firm Section’s most popular CLE events

Join us live at the Orlando Rosen Centre Hotel or via webcast to learn the 21st-century challenges facing lawyers and the legal profession.

Lawyers must keep abreast of professional and ethical challenges to succeed in this new reality while maintaining the integrity of the legal profession. Are you prepared for the future?

Course 2571 (Max. Credit 5.5 hours – General 5.5, Ethics 5.5)
Section member registration – $125 live, $250 webcast

Agricultural Law Update 2017
Friday, November 17, 8 a.m. – 1 p.m.
Florida Farm Bureau Federation Building, Gainesville

From agricultural law IT practices to tax and succession planning for agricultural businesses, this CLE event addresses current regulations and laws that affect the agricultural industry. 

After the CLE, join the UF/IFAS Center for Agricultural and Natural Resource for a complimentary brew and bite at the First Magnitude Brewing Company, and learn about Florida Hops as an emerging crop for Florida farmers and brewers.

Course 2581 (Max. Credit: 5.0 hours – General 5.0 hours)
Section member registration $140

Outlook: How to Quickly Copy an Email Onto Your Calendar

Many e-mails would be more useful on your calendar than in your Inbox: payment reminders, conference call in-details, docketing-related e-mails. Outlook allows you to drag and drop e-mails from your Inbox to the Calendar folder to convert that message into an appointment.

1. From your Inbox view click and hold the e-mail you would like to convert into an appointment.
2. Drag onto the Calendar icon on the left-side navigation pane and release.
3. Outlook will present you with an appointment window that will use the subject line of the e-mail as the subject line of the appointment. You can easily change the subject as well as fill in the location, date, time and other details.
4. Save and close to return to your Inbox; delete the original message.

Five Ways to Create Holiday Marketing That Shines

Excerpts from an article by Danielle Yocum

The holidays are right around the corner, and they seem to come earlier each year. Are holiday marketing efforts worth it? The answer is yes and no.

The holidays give you an excellent opportunity to strengthen client relationships and stay top-of-mind. But marketing materials that are too salesy often fall flat or, worse, are a complete turnoff. Holiday cards are not brochures. Their purpose is not to cross-sell practice areas or push accolades. Luckily, there are a few simple tactics to avoid this trap and make holiday marketing work for you: Hit the right note, keep it personal, think ahead and make sure your holiday communications don’t get lost in the shuffle.

Learn How
Member Spotlight: Lisa Dasher Tom Stanton of Stanton IP Law Firm P.A. in Tampa.

Lisa Dasher of Jacksonville Family Mediation is a graduate of Florida State University and Florida Coastal School of Law. She currently is enrolled at Jacksonville University working toward a master’s degree in Mental Health Counseling. She established Jacksonville Family Mediation in 2013. She has served as a court mediator for more than 1,500 family cases in Duval, Clay and Nassau Counties.

Lisa has taken a break from her volunteer duties to return to school. She formerly served as the volunteer coordinator for Jacksonville Area Legal Aid’s Clay County Family Law Clinic, and as a board member for Three Rivers Legal Services and Jacksonville Women Lawyers Association. She is a member of the American Bar Association, The Florida Bar, the Jacksonville Bar Association, the Clay County Bar Association and Collaborative Family Law Group of Northeast Florida. For more information please contact her at (904) 866-0268 or lisa@jacksonvillefamilymediation.com.

Read Full Profile

QuickLINK #67

Reserve your spot now for the Nov. 2 Annual Ethics Update 2017, one of the Solo & Small Firm Section’s most popular CLE events  

Join us live at the Orlando Rosen Centre Hotel or via webcast to learn the 21st-century challenges facing lawyers and the legal profession.

Lawyers must keep abreast of professional and ethical challenges to succeed in this new reality while maintaining the integrity of the legal profession. Are you prepared for the future?

Course 2571 (Max. Credit 5.5 hours – General 5.5, Ethics 5.5)
Section member registration – $125 live, $250 webcast

Agricultural Law Update 2017
Friday, November 17, 8 a.m. – 1 p.m.
Florida Farm Bureau Federation Building, Gainesville 

From agricultural law IT practices to tax and succession planning for agricultural businesses, this CLE event addresses current regulations and laws that affect the agricultural industry. 

After the CLE, join the UF/IFAS Center for Agricultural and Natural Resource for a complimentary brew and bite at the First Magnitude Brewing Company, and learn about Florida Hops as an emerging crop for Florida farmers and brewers.

Course 2581 (Max. Credit: 5.0 hours – General 5.0 hours)
Section member registration $140

Tech Tip: How to Reset a Recurring Task in Outlook 

Outlook treats recurring appointments and tasks differently.

Recurring appointments come in sets that begin with the first appointment and end with the last; each appointment is visible on your calendar. 

In contrast, only one recurring task is visible at any given time. Outlook displays the next recurring task after you mark the current one as complete. If you skip a recurring task, you can mark it as completed or skipped and continue to the next recurring task. However, that won’t always be the case.

This article by Susan Harkins of TechRepublic shows you how to avoid problems when you need to reset a recurring task.

Content Under Pressure: Keeping in Touch with Client Newsletters (Excerpts from an article by Susan Kostal)

Are you on content hamster wheel—trying to keep pace with bigger firms that seem to push out client alerts 24/7?

Don’t drive yourself crazy. Get off the wheel.

Regular client newsletters are a way to publish regularly, offer valuable content, and stay in meaningful touch with clients and contacts. Start publishing quarterly and move to short monthly newsletters.

Write about business issues all professionals face, regardless of your practice area or their industry. Offer practical advice, talk logistics and borrow liberally from current events. Don’t cram all this into one article or post. Pick just one topic. Offer one really helpful piece of advice with a clear takeaway. You can do this!

Get Started
Member Spotlight: Liza Galindo 

Liza R. Galindo of Liza R Galindo P.A. in Miami Springs practices in a wide range of immigration and nationality areas. She graduated cum laude from the University of Florida with a Bachelor of Science degree in business administration with a management specialty and a Juris Doctor degree from Regent University School of Law in Virginia Beach. Liza is a former judicial intern for the Honorable John G. Fletcher of the Third District Court of Appeal in Miami and research assistant for family and elder law attorney and author Lynne Marie Kohm. She developed her legal skills and experience by volunteering at Refugee & Immigrations Services in Virginia and working as an associate for immigration and bankruptcy law firms before opening her own practice in 2011. She is active in her church, enjoys traveling and spending time with her family, and owns two small rescued dogs.

Follow Liza on Twitter at @LizaGalindoLaw.

Read Full Profile

QuickLINK #66

Member Spotlight: Tom Asbury of Asbury Law in Jacksonville

Asbury Law is a virtual firm based in Jacksonville. Tom Asbury is a graduate of The Wharton School of University of Pennsylvania and Florida Coastal School of Law. He practices in estate planning and probate, business law, asset protection, litigation and administrative law.

Prior to law school, he worked as the webmaster for the NFL’s Jacksonville Jaguars. Asbury won a bronze medal in the 2011 Sunshine State Games for Judo, won the National Football Foundation and College Hall of Fame Scholar-Athlete Award in 1991 and received the National Defense Service Medal and an Honorable Discharge for service in the U.S. Army.

Follow Asbury on Twitter at @tom_asbury and read his full profile on Facebook.

How Lawyers Can Make Extra Money 

Modern Solo blogger, “solopreneur” and New York family lawyer Joleena Louis says, “As a solo attorney, you have to get used to living on a financial roller coaster. Some months can be really good and some months you worry about meeting basic expenses.”

We’re sure you can relate.

Louis offers 14—that’s right, 14—ideas for ways that lawyers can supplement their incomes. From teaching test prep courses to covering cases per diem (and everything in between) Louis offers creative strategies that can benefit your firm’s bottom line.

See All 14 Tips

Read more on Modern Solosign up to get free practice tips, follow Joleena Louis on Twitter at @joleenalouislaw or contact her at joleenalouis@joleenalouislaw.com

Upcoming CLE Opportunities

Register online now for the Oct. 4 audio webcast CLE, “Shades of Gray – The Dilemma of an Aging Legal Population.”

How do the professional and ethical issues facing an aging Bar impact your practice? How does this “senior tsunami” affect the public?

The 50 to 65 age group makes up 36 percent of Florida lawyers—and in several years, more than 50 percent of all lawyers will be over the age of 50.

Earn one hour of Ethics CLE credit and hear legal experts Peggy Hoyt and Jake Schickel discuss concerns and solutions to address the critical problems of our aging legal population. Registration is only $75 for members of The Florida Bar Solo & Small Firm Section.

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

Mark your calendar for March 10 -18, 2018, and join the Solo & Small Firm Section for CLE in Ireland! The land cost is $2,076 per person double occupancy; single room supplement is $925. The tour includes exclusive transport by luxury motor coach with a driver/guide, lunch at the Law Society of Ireland (subject to change), drinks reception at Dromoland Castle, passage on the Tarbert Ferry, sheepdog trials on the Ring of Kerry, a guided tour of Dublin, tour of Dublin Courts (subject to change) and much, much more!

For more information or to book contact Jeanne Hutli, Odyssey Travel, (386) 672-8113.

Hurricane Resources for Florida Bar Members

The Florida Bar will be adding information, resources and recent hurricane-related news on this page for Florida Bar members and the public. Follow social media for additional updates.

President Higer also sent a message of support and a comprehensive list of resources for Florida Bar members and other Floridians affected by Hurricane Irma.

The Florida Bar is currently working with several member benefit providers to enhance existing offerings for members affected by Hurricane Irma, including complimentary additional services or extended complimentary trial periods. Please check the special enhanced benefit page for the latest added services.

QuickLINK #65

Member Spotlight: Harry A. Payton of Payton & Associates in Miami

Harry is one of only 88 lawyers in Florida with dual Florida Bar board certification in civil trial and business litigation. He represents domestic and international corporations and high net worth individuals in complex business litigation matters, and handles professional malpractice cases for plaintiffs and defendants involving attorneys, accountants, architects and engineers. Harry was appointed in 2012 to the Professionalism Committee for the 11th Judicial Circuit and chairs the mentoring program subcommittee. In addition to the Solo & Small Firm Section, Harry is a member of The Florida Bar Business Law & Entertainment and Arts & Sports Law sections. He is active in numerous ABA sections and committees. He earned an LL.B. degree from Georgetown University Law Center and a B.S. degree cum laude from FSU.

FREE Cloud Computing Basics from the Florida Bar Practice Resource Institute

The Florida Bar’s Standing Committee on Technology has developed a Quick Start Guide on cloud computing to answer basic questions and suggest questions to ask potential cloud providers. Check out the PRI cloud computing page for free video tutorials:

  • Choosing a cloud storage provider
  • Do I have to have a physical office?
  • How can I safely share files with a client over the Internet?
  • What do I need to know about keeping my network secure?
  • I am interviewing cloud providers. What questions should I ask?
Watch Free Tutorials
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

Mark your calendar for March 10 -18, 2018, and join the Solo & Small Firm Section for CLE in Ireland! The land cost is $2,076 per person double occupancy; single room supplement is $925. The tour includes exclusive transport by luxury motor coach with a driver/guide, lunch at the Law Society of Ireland (subject to change), drinks reception at Dromoland Castle, passage on the Tarbert Ferry, sheepdog trials on the Ring of Kerry, a guided tour of Dublin, tour of Dublin Courts (subject to change) and much, much more!

For more information or to book contact Jeanne Hutli, Odyssey Travel, (386) 672-8113.

Lawyers Advising Lawyers

Lawyers Advising Lawyers is a free service offered to Florida Bar members who may need advice in a specific area of law, procedure or legal issueThe program consists of more than 300 attorney advisors who volunteer to assist other members. Advice is offered in over 50 areas of law and procedure.

Each LAL attorney advisor is required to have a minimum of five years of experience in his or her respective area of advice.

Learn More

QuickLINK #64

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
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.

QuickLINK #63

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.

QuickLINK #62

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.

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.

Member Spotlight: Peggy Smith

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

QuickLINK #61

ALL-NEW 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.

Member Spotlight: Bea Crocitto Levine

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

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 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.