How lawyers handle their billing has long been a topic of discussion in our field. Traditionally, it was a simple process. Record your time. Prepare invoices by listing all these billing entries multiplied by the lawyers’ hourly billing rates and
Continue Reading A Brief History of Legal Billing
Discussing technology competence among lawyers is always an interesting conversation. When we were discussing adopting the technology competence amendment to the Oklahoma Rules of Professional Conduct, one lawyer indicated that he didn’t want to learn how to use Twitter and
Continue Reading Technology Competence for Every Lawyer
Some of the greatest decisions of your career may be ones that you don’t even remember. They involve clients who you decided not to represent that went on to make another lawyer’s life miserable for a while. Client selection is
Continue Reading Client Selection: How to Red Flag High-Risk Clients (Including Relatives)
We recently did a Digital Edge podcast Overcoming Trust Account Management Challenges.
Our guest was Paul Garibian, a fintech expert, entrepreneur, and current CEO of Nota. Nota provides financial services to lawyers including trust accounts with no services charges.
Continue Reading Overcoming Trust Account Management Challenges
Lawyers often deal with the challenges that occur when people die without making a last will and testament. One result is sometimes intestacy laws distribute property differently than the deceased might have wanted. Additional expenses and legal fees are almost
Continue Reading Protecting Your Clients When You Aren’t Able to Help
Email is a part of our lives, like it or not. It is great when you need to deliver documents to another state without paying for a courier. But between all the spam, the phishing attempts to attack your computers
Continue Reading Consider These 40 One-Sentence Email Tips
Way back when I practiced law, few one- and two- lawyer offices prepared a budget in advance for the year. Their budget, and in many cases their “partnership” distribution formula, was the tried-and-true formula “you eat what you kill.” Had
Continue Reading Why should a solo or small firm prepare a budget?
Our smart phones are so powerful and there are so many apps available for them, it is hard to keep up with everything that is possible.
For iPhone users in the legal profession, Jeff Richardson’s iPhoneJD site has been a
Continue Reading Check out the “In The News” Podcast
Years ago, there was a lot of discussion in the legal community about metadata, the hidden data contained in documents that had the potential to reveal more about the document than most lawyers would like. It was a potential problem
Continue Reading How to Clean Up Your Docs with Microsoft’s Document Inspector
This is a blast from the past, well, from 2015. Who is your Document Czar? If you work in a business where creating and managing documents is a major operational function, you do have in-house expertise. You must. So who
Continue Reading So who is your Document Czar?
