Technology/Law Practice Management Essentials
led by Barron Henley
Friday, October 24
Live at the
SC Bar Conference Center
1501 Park St., Columbia
This program qualifies for 6.0 MCLE credit hours.
VIEW THE BROCHURE
ABOUT THE SERIES
The “Essentials Series” is comprised of 11 full day courses that will cover major South Carolina practice areas, as well as law office technology. Each course is lead by experienced South Carolina practitioners whose goal is to provide you with practical advice on how to handle cases in designated areas. The courses are process oriented, not substantive law oriented, they are specifically designed to provide you with step-by-step guidance and the opportunity to interact with the faculty.
Law schools often fail to teach one how to manage clients, conflicts, documents, email, deadlines or a law practice in general. If you’re a new lawyer, ask yourselves these questions: 1) Did you receive little or no substantive and technological training from your employer? 2) Have you ever been given a drafting assignments but could find no helpful templates or forms to start with? 3) Did you find the existing document and file management system at your firm to be an indecipherable mess? 4) Do you ever struggle to keep track of all of the tasks being loaded on your plate? 5) Do some of the procedures you’re expected to follow reside only in a co-worker’s head and aren’t written down anywhere? 6) Are you surprised how much time you spend using Microsoft Word and do you wish you could control complex formatting easier? 7) Do you feel frustrated with trying to track and bill every minute of the day? 8) Do you feel your firm is missing technological tools it needs or follows old, inefficient protocols? Fortunately, if you answered yes to one or more of the foregoing questions, then this seminar is for you and will provide answers, strategies and technologies that can help!
In order to promote maximum interactivity, the courses will be offered only at the S.C. Bar Conference Center in Columbia. Each course will include detailed materials, with heavy emphasis on forms and checklists. Many courses will offer discounts on S.C. Bar books and software related to the practice area.
Each course is limited to a maximum of 100 attendees. Register early to secure a spot for a particular course or courses!
If you have any questions about the series or questions about any of the individual courses, please contact S.C. Bar—CLE Director Terry Burnett at firstname.lastname@example.org
8:30 a.m. Registration
8:50 a.m. Welcome and Opening Remarks
9 a.m. • Assess, Study, Master: Strategies for assessing and maximizing existing technology in your firm.
• Learn Faster: How to accumulate substantive knowhow and build your own knowledge-base.
• Document and Email Management:
- Roadmap for finding existing precedents and building a form and template library your whole firm will benefit from.
- Best practices for paper reduction, folder structures and file naming conventions. Tools and utilities for email and electronic file management.
10:30 a.m. Break
10:45 a.m. • Technologies and Services You Should Be Aware Of: Practice management technologies that should be on every new lawyer’s radar.
• Juggling Act: Task management techniques for reducing stress and staying on top of near and long term deadlines and tasks.
• Managing The Change You Create: Young lawyers are often a catalyst for helping established firms identify and deploy new technology and practice management initiatives. Learn the best ways to build a case for change in your firm and build grassroots support.
12 p.m. Lunch (Included)
12:45 p.m. • The Checklist Manifesto: Easy guidelines for mapping your firm’s processes. Documenting protocols helps you learn them, reduces the likelihood of a missed step and benefits the entire firm.
• Mastering Your Most Important Tool: Most new lawyers spend a majority of their time drafting documents in Microsoft Word. We’ll give you a quick primer on the features you must master to become efficient including automatic paragraph numbering, auto-updating cross references and many legal drafting tips and tricks.
2:15 p.m. Break
2:30 p.m. • Where Did The Time Go? Everyone dislikes tracking time but there are great tools that make it easier and protocols you should employ which will maximize your billing and profitability.
• Knowing Your Blind Spots: Younger lawyers are naturally more tech savvy than older lawyers because they grew up with it. However, complex technologies cannot be mastered by merely using them. Here are some techniques that will help you really become the techno-master you may already believe yourself to be.
• Starting Your Own Firm? Here’s what you need to know.
3:15 p.m. Tips, Tricks, Gadgets & Websites: The best of legal technology, practice management, electronics and incredibly useful websites for lawyers. This rapidfire, entertaining hour is full of great ideas you can immediately incorporate into your practice.
4:15 p.m. Adjourn
All registrations must be pre-paid. All registrations must include a credit card number
Cancellation & Refund Policy: Refunds, less $25 administrative processing fee, will be made for cancellations received in writing to CLE Registrar at email@example.com by 5 p.m., one week prior to the seminar. Cancellations will not be accepted within one week of seminar date. One-time transfers to seminars of like value will be accepted for a $25 administrative fee in lieu of cancellations within one week of seminar. Designated substitutes may take the place of registrants unable to attend.