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Beverly Michaelis PLF Practice Management Advisor

LAW PRACTICE

MANAGEMENTRESOURCES

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The PLF (www.osbplf.org) and

Oregon Attorney Assistance Program(www.oaap.org) are important

resources for new lawyers

http://www.osbplf.org/http://www.oaap.org/http://www.oaap.org/http://www.osbplf.org/

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HELPIS

Free

Confidential

Statewide

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AND CONVENIENT

In Person

By Phone

By E-mail

By Web

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PRACTICE MANAGEMENT ADVISORS

503-639-6911800-452-1639

Beverly Michaelis

beverlym@osbplf.org

Dee Crocker

deec@osbplf.org

Sheila Blackford

sheilab@osbplf.org

mailto:beverlym@osbplf.orgmailto:deec@osbplf.orgmailto:sheilab@osbplf.orgmailto:sheilab@osbplf.orgmailto:deec@osbplf.orgmailto:beverlym@osbplf.orgmailto:sheilab@osbplf.orgmailto:deec@osbplf.orgmailto:beverlym@osbplf.org

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OAAP ATTORNEYCOUNSELORS

503-226-1057800-321-6227

Meloney C. Crawford

meloneyc@oaap.org

Shari R. Gregorysharig@oaap.org

Mike Long

mikel@oaap.org

Douglas S. Querin

Douglasq@oaap.org

mailto:meloneyc@oaap.orgmailto:sharig@oaap.orgmailto:mikel@oaap.orgmailto:Douglasq@oaap.orgmailto:Douglasq@oaap.orgmailto:mikel@oaap.orgmailto:sharig@oaap.orgmailto:meloneyc@oaap.orgmailto:Douglasq@oaap.orgmailto:mikel@oaap.orgmailto:sharig@oaap.orgmailto:meloneyc@oaap.org

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INTRODUCTIONTOLAWOFFICEMANAGEMENT

OSB

Mentoring

Plan

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1. Timekeeping

2. Billing

3. Trust Accounting

LAWOFFICEMANAGEMENT

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4. Time Management

5. Calendar/Tickler6. PLF Coverage

7. Supervising Staff

LAWOFFICEMANAGEMENT

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TIMEKEEPINGANDBILLING

Practice Aids and Forms > Financial

Management

Programs on CD/DVD > Increasing Revenue,Make Every Penny Count, Money Matters

Books from the PLF >A Guide to Setting Up

and Running Your Law Office

ABA ProductsBills Clients Rush to Pay(and

many more)

How the

PLF Can

Help

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TIMEKEEPINGANDBILLING

In Brief> Increase Your Productivity and

Bill More Time, Assessing Your Financial Fitness,

Effective Billing Can Make a Difference, Are You

Getting Paid for What You Do?

Blog Posts -http://oregonlawpracticemanagement.com/ and

http://justoregonlawyers.wordpress.com/

One-on-One Help (Billing Software)

How the

PLF Can

Help

http://oregonlawpracticemanagement.com/http://justoregonlawyers.wordpress.com/http://justoregonlawyers.wordpress.com/http://justoregonlawyers.wordpress.com/http://justoregonlawyers.wordpress.com/http://oregonlawpracticemanagement.com/

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TRUST ACCOUNTING

Practice Aids and Forms > Trust Accounting

Programs on CD/DVD > Trust Accounting:

Your Ethical and Financial Responsibilities

Books from the PLF >A Guide to Setting Up

and Using Your Lawyer Trust Account

How the

PLF Can

Help

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TRUST ACCOUNTING

In Brief> Frequently Asked Trust Account

Questions

Blog Posts -http://oregonlawpracticemanagement.com/and

http://justoregonlawyers.wordpress.com/

One-on-One Help

OSB Bar Counsel and Article Archivehttp://www.osbar.org/ethics/bulletinbarcounsel.html

How the

PLF Can

Help

http://oregonlawpracticemanagement.com/http://justoregonlawyers.wordpress.com/http://www.osbar.org/ethics/bulletinbarcounsel.htmlhttp://www.osbar.org/ethics/bulletinbarcounsel.htmlhttp://justoregonlawyers.wordpress.com/http://oregonlawpracticemanagement.com/

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TIMEMANAGEMENT

Programs on CD/DVD > Legal Productivity,

Road to Office Organization, Reducing the

Pressure

Books from the PLF >A Guide to Setting Up

and Running Your Law Office

OAAP > Resources > Time Management

How the

PLF and

OAAP

Can Help

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TIMEMANAGEMENT

OAAP > CLEs and Workshops >

Getting Things Done

OAAP > In Sight > Tips for Improving YourTime Management, Simple Time

Management Tool(and more)

In Brief> Turbocharge Your Workflow

One-on-One Help

How the

PLF and

OAAP

Can Help

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CALENDAR/TICKLER

How the

PLF Can

Help

Practice Aids and Forms > Docketing &

Calendaring

Programs on CD/DVD > Avoiding MalpracticeWhen Filing and Serving a Defendant,

Calendaring, Docketing, and File Tickling

Systems, Microsoft Outlook 2007 Tips

Books from the PLF >A Guide to Setting Up

and Running Your Law Office

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CALENDAR/TICKLER

How the

PLF Can

Help

In Brief> Office Systems Checkup

Blog Posts -

http://oregonlawpracticemanagement.com/ andhttp://justoregonlawyers.wordpress.com/

One-on-One Help (Calendaring Software)

http://oregonlawpracticemanagement.com/http://justoregonlawyers.wordpress.com/http://justoregonlawyers.wordpress.com/http://justoregonlawyers.wordpress.com/http://justoregonlawyers.wordpress.com/http://oregonlawpracticemanagement.com/

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PLF COVERAGE

Primary Coverage Plan

Excess Coverage Plan

Disclosures

Business Deals with Clients

Potential MalpracticePractice Aids > Conflicts

Practice Aids > Disclosure of Potential Malpractice

How the

PLF Can

Help

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PLF COVERAGE

Coverage Questions?

Jeff Crawford

Emilee Preble

Ira Zarov

503-639-6911

800-452-1639

How the

PLF Can

Help

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PLF COVERAGE

Concerns About a Claim?

Two Claims Attorneys Rotate Daily

Immediate Connection or

Quick Call-Back

503-639-6911

800-452-1639

How the

PLF Can

Help

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STAFF

Programs on CD/DVD > Employment

Practices for Lawyers, Road to Office

Organization, The Attorney as Employer

Books from the PLF >A Guide to Setting Up

and Running Your Law Office

ABA Products

Economic Benefits ofParalegal Utilization (and more)

How the

PLF Can

Help

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STAFF

Practice Aids > Staff

In BriefResources for Staff, What Your Staff

Isnt Telling You

Blog Posts -http://oregonlawpracticemanagement.com/ and

http://justoregonlawyers.wordpress.com/

One-on-One Help

How the

PLF Can

Help

http://oregonlawpracticemanagement.com/http://justoregonlawyers.wordpress.com/http://justoregonlawyers.wordpress.com/http://oregonlawpracticemanagement.com/

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RULESOFPROFESSIONALCONDUCT/PROFESSIONALISM

OSB

Mentoring

Plan

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CONFLICTSAND

PROFESSIONALISM

Programs on CD/DVD Best Practices for

Avoiding Conflicts, Ethics of Practice

Management, Professionalism and the Legal

Profession

Books from the PLFA Guide to Setting Up

and Running Your Law Office

Practice Aids Conflicts of Interest

How the

PLF Can

Help

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CONFLICTSAND

PROFESSIONALISM

In BriefGetting Help: Conflicts,

Confidentiality, and Consulting Your

Colleagues, Investing in Clients

Blog Posts -http://oregonlawpracticemanagement.com/ and

http://justoregonlawyers.wordpress.com/

One-on-One Help

How the

PLF Can

Help

http://oregonlawpracticemanagement.com/http://justoregonlawyers.wordpress.com/http://justoregonlawyers.wordpress.com/http://oregonlawpracticemanagement.com/

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WORKINGWITHCLIENTS

OSB

Mentoring

Plan

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WORKINGWITHCLIENTS

Programs on CD/DVD > Building a Successful

Practice Through Improved Client

Communication, Fee Agreements

Books from the PLF >A Guide to Setting Up

and Running Your Law Office

ABA Products

Documenting the Attorney-Client Relationship (and more)

How the

PLF Can

Help

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WORKINGWITHCLIENTS

Practice Aids > Client Relations, Client

Communications, Engagement,

Disengagement, and Nonengagement

In BriefHow to Handle an Unhappy Client,

Properly Screening Clients

Blog Posts -http://oregonlawpracticemanagement.com/andhttp://justoregonlawyers.wordpress.com/

One-on-One Help

How the

PLF Can

Help

http://oregonlawpracticemanagement.com/http://justoregonlawyers.wordpress.com/http://justoregonlawyers.wordpress.com/http://oregonlawpracticemanagement.com/

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CAREERSATISFACTIONANDWORK/LIFEBALANCE

OSB

Mentoring

Plan

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A FINALWORD

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Learning the RopesOregon Convention Center

November 2, 3, and 4

Annual PLF Conference for

New Admittees($65)

To Register: www.osbplf.org > Upcoming Seminars

http://www.osbplf.org/http://www.osbplf.org/

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Ethics of Practice Management

Access to Justice

Child Abuse Reporting

Substantive Practice Areas

Solo & Firm Tracks Judge & Bar Leader Luncheons

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THANKYOU!

Beverly MichaelisPractice Management Advisor

beverlym@osbplf.org

503-639-6911 or 800-452-1639