Naked and Afraid in the Digital Age: Survival of the Fittest

I didn’t suggest the title. Naked and Afraid in the Digital Age: Survival of the Fittest was dreamed up by my Executive Director and some of our creative OBA officers. But I did get to suggest a lot of the content. It embraces some scary, but very useful information for those in our profession. Naked and Afraid

There is still time for Oklahoma Bar Association members to register for this program presented in Tulsa November 1 in conjunction with our OBA Annual Meeting. Registration for the OBA Annual Meeting is not necessary to register for this continuing legal education program. You can register for just the CLE program or for the entire Annual Meeting. Register here. There are other options to attend in this multitrack program. So check out the other great CLE programs offered that day.

But for those readers in other jurisdictions who may not be able to attend, I thought I’d share our programming lineup. Don’t be afraid. Just become more engaged and how law practice is evolving and how these changes can impact your law practice.

Naked and Afraid in the Digital Age: Survival of the Fittest

From Limited Scope Services to Artificial Intelligence: Cutting Edge Trends Important to the Practice of Law Jim Calloway, Director of OBA Management Assistance Program

Everything You Need to Know About Time, Billing and Accounting Software with Britt Lorish, Affinity Consulting

Utilizing Client Portals for Increased Security and Better Client Service with Darla Jackson, OBA Practice Management Advisor

The IRS Audit Manual for Law Firms What You Must Know to Survive with Britt Lorish, Affinity Consulting

Don’t Be Afraid: How You and Your Practice Will Benefit from Digital Client Files with Darla Jackson and Jim Calloway

Like It or Not Automated Document Assembly Is in Your Future with Jim Calloway

On Thursday morning November 2nd, there are no fearful topics.

Life. Law. Love. Earn More, Stress Less & Be Awesome will be the topic of Nora Riva Bergman, Attorney Coach and Author of the book, 50 Lessons for Lawyers: Earn More. Stress Less. Be Awesome. I’ve heard Nora speak before at ABA TECHSHOW and this will be an entertaining and valuable presentation.

I’ll be following that up with a program that should be of interest to all lawyers, Marketing Your Practice in a Digital Age. As always there is some great CLE at the OBA Annual Meeting.

Naked and Afraid in the Digital Age: Survival of the Fittest

Celebrating the 200th Episode of the Kennedy-Mighell Report

Keeping a podcast going for 11 years is quite the accomplishment, particularly for lawyers. The Internet is littered with lawyer blogs and podcasts that start strong, fade after a few months and are dead within a year.

But as regular listeners know, the Kennedy-Mighell Report is a consistently entertaining and informative production. (I should note a significant personal bias as the co-hosts are both long-term friends of mine.)

For the 200th episode of the Kennedy-Mighell Report, Dennis and Tom answer technology related questions from listeners (including yours truly). They provide a lot of great information, including about some of their favorite products. Regular listeners of the podcast already know of Tom’s interest in finding the best Bluetooth speaker of all. I noted his current recommendation. This is a very interesting podcast, although at over 47 minutes in length you need to set aside some time to take in it all.

Congratulations to Dennis Kennedy and Tom Mighell on a long podcasting run and another great podcast. We will expect even more from episode 201.

200th Kennedy Mighell Report

Celebrating the 200th Episode of the Kennedy-Mighell Report

Two Things Your Law Firm Should Be Producing: Great Solutions and Happy Clients

If there is a single sentence summing up what every law firm of any size should be focusing on today, I’ll nominate this one. A law firm today should be in the business of producing great solutions and happy clients.

Happy Lawyer Happy ClientMost new clients don’t really want legal services. They need legal services. What they want is often a resolution of a problem. Sometimes they want to avoid a problem in the future. Sometimes they want advice and paperwork relating to something they are planning. However, the majority of legal work is the result of someone having a problem and hiring a lawyer to find, create or negotiate a solution to that problem.

Your attention is directed to my column from the Oklahoma Bar Journal, Great Solutions and Happy Clients. There are many strategies to improve client satisfaction. I cover a few of them.

The more you appreciate that the client wants a solution to their problem rather than legal services, the better you can design your legal services delivery processes to incorporate communication with clients focusing on how you are reaching their solution and the better you can design your marketing efforts to attract new clients.

Two Things Your Law Firm Should Be Producing: Great Solutions and Happy Clients

Podcast: How Augmented Intelligence and Cognitive Computing Serves the Legal Profession

Mr. Brian Kuhn serves as the Global Co-Leader for the IBM Watson Legal Practice driving global strategy and execution across clients, legal markets and internal Brian Kuhn

groups. He is responsible for defining the intersection of legal blockchain and legal artificial intelligence for IBM. In this podcast, he talks with Jim Calloway and Sharon Nelson about why lawyers should be interested in cognitive computing (or augmented intelligence). We hope you enjoy our podcast How Augmented Intelligence and Cognitive Computing Serves the Legal Profession.

Podcast: How Augmented Intelligence and Cognitive Computing Serves the Legal Profession

Opening a New Law Practice

Next week is our Opening Your Law Practice program here in Oklahoma, but one of the major resources we provide is available online to all lawyers.

We at the Oklahoma Bar Association Management Assistance Program team put on this program three times a year right after the new lawyers admission ceremony. Next week, the daylong class will be held October 3 at the Tulsa County Bar and October 4 at the Oklahoma Bar Center in Oklahoma City. Earlier this week 205 applicants became Oklahoma-licensed lawyers. We wish all of them would attend our program, whether they are opening up their own law practice or not, because we provide a lot of information about manage a law practice. You can see the class schedules at the links above. Opening Law Office 2015 OBJ

If you are interested in starting a new law practice, you’re welcome to visit our OBA-MAP Starting a Law Practice Web Directory. There are quite a few downloadable documents and links to many resources, including many of those published by other state bar associations who have practice management advisors like myself on staff. Between our resources and their resources, there is a lot of valuable information completely for free.

All Oklahoma lawyers are welcomed to take this free training. We do accept walk-ins, but would appreciate it if lawyers who want to attend would contact my assistant Nickie Day before close of business Friday, September 29 so we can have sufficient lunches for everyone. For many years now, lunch for the attendees at this program has been graciously provided by Oklahoma Attorneys Mutual Insurance Company.

This program is primarily about the business of law, which today includes much more about technology than it would have many years ago. While we will have mostly brand-new lawyers in the audience, in the past we’ve had a mix of attendees including lawyers leaving large firms, recently retired judges and district attorneys. It is an in-person attendance only event. One of my favorite comments was from a retired judge who told me afterwards This was an incredibly valuable seminar because it became very clear to me that I don’t want to do all that stuff. He works as a mediator for a mediation practice now and is quite happy with that decision.

Some lawyers open a new practice directly out of law school because it is been their long term dream. Some open their own practice because they didn’t find employment after graduation. Some join an established small firm practice that could use a bit of updating with its processes. Helping new lawyers begin and seeing their excitement at the beginning of their careers is one of the most satisfying things I get to do.

Opening a New Law Practice

Risky Business: Managing Law Firm Risks

Lawyers help their clients manage many legal and business risks. But law firms have many risks of their own to managetoday. Fromransomware and other cyber attacks to losing a key client or key lawyer, the way to Managing Riskmanage these risks is to think about the risks in advance and make plans from creating an incident response plans to purchasing insurance. In my column Risky Business: Managing Law Firm Risks for Law Practice magazine, I cover several risks and how to begin the planning processes to mitigate them.

The September/October 2017 of Law Practice magazine is a Finance themed issue. Every lawyer in private practice should be interested in law firm finance. Noteworthy articles include Budgeting for a Banner Year by Ellen Freedman, Identifying Your Ideal Clients by Mary Juetten and Using Small Data to Make Big Decisions by Fastcase CEO Ed Walters.

Managing both finances and potential risks more effectively are great topics for law firm improvement. There is much to consider in this issue of the Law Practice Division’s flagship publication.

Risky Business: Managing Law Firm Risks

Client Portals: Now More Important than Ever

My “Big Idea” for the Big Ideas issue of Law Practice Magazine was a column titled The Law Firm Portal: A Must-Have Client Service Tool. I hope you can take the time to read it. Portals

In all honesty perhaps the biggest idea today for solo and small firm lawyers (who have not already done so) is to work from digital client files, powered by practice management software which allows lawyers to securely communicate with clients via secure client portals and reduces the use of insecure email with clients.

Darla Jackson, Oklahoma Bar Association Practice Management Advisor, and I did a webcast for the American Bar Association called Client Portals: Why Attorneys are Flocking to Them earlier this year early this year. It is still available on demand. The ABA apparently had one of their writers attend the program and that summary was circulated to the entire ABA membership in June: Why attorneys are flocking to client portals. It is a quite good summary of the program and the concept.

Now the world has watched as hurricanes have destroyed and damaged many buildings in Texas and Florida. There really cannot be a better argument for preserving client information in a manner where it can be easily accessed to be used for the client’s benefit. In the even of a natural disaster, as soon as both the lawyer and the client locate electricity and an internet connection giving access to a cloud-based practice management system or portal provider, the law firm is operating and there are secure communications with the client, no matter who might be excluded from office or home.

Darla Jackson will also be presenting a program on client portals at the Oklahoma Bar Association Annual Meeting in November 2017.

Client Portals: Now More Important than Ever