L AW P RACTICE

MANAGEMENT RESOURCES

Beverly Michaelis PLF Practice Management Advisor

The PLF (www.osbplf.org) and Oregon Attorney Assistance Program (www.oaap.org) are important resources for new lawyers

H ELP

IS

Free Confidential Statewide

A ND C ONVENIENT

In Person By Phone By E-mail By Web

Beverly Michaelis beverlym@osbplf.org

Dee Crocker deec@osbplf.org Sheila Blackford sheilab@osbplf.org

P RACTICE M ANAGEMENT A DVISORS

503-639-6911 800-452-1639

Meloney C. Crawford meloneyc@oaap.org Shari R. Gregory sharig@oaap.org Mike Long mikel@oaap.org

Douglas S. Querin Douglasq@oaap.org

OAAP ATTORNEY COUNSELORS

503-226-1057 800-321-6227

OSB Mentoring Plan

I NTRODUCTION

TO

LAW OFFICE MANAGEMENT

L AW
1. 2. 3.

OFFICE MANAGEMENT

Timekeeping Billing Trust Accounting

L AW
4.

OFFICE MANAGEMENT

Time Management

5.
6.

Calendar/Tickler
PLF Coverage

7.

Supervising Staff

T IMEKEEPING
How the PLF Can Help

AND BILLING

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 Products Bills Clients Rush to Pay (and many more)

T IMEKEEPING
How the PLF Can Help

AND BILLING

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)

T RUST A CCOUNTING
How the PLF Can Help

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

T RUST A CCOUNTING
How the PLF Can Help

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 Archive

http://www.osbar.org/ethics/bulletinbarcounsel.html

T IME
How the PLF and OAAP Can Help

MANAGEMENT

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

T IME
How the PLF and OAAP Can Help

MANAGEMENT

OAAP > CLEs and Workshops > Getting Things Done

OAAP > In Sight > Tips for Improving Your Time Management, Simple Time Management Tool (and more) In Brief > Turbocharge Your Workflow

One-on-One Help

C ALENDAR / TICKLER
How the PLF Can Help

Practice Aids and Forms > Docketing & Calendaring

Programs on CD/DVD > Avoiding Malpractice When 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

C ALENDAR / TICKLER
How the PLF Can Help

In Brief > Office Systems Checkup

Blog Posts http://oregonlawpracticemanagement.com/ and http://justoregonlawyers.wordpress.com/

One-on-One Help (Calendaring Software)

P LF C OVERAGE
How the PLF Can Help

Primary Coverage Plan

Excess Coverage Plan

Disclosures

Business Deals with Clients Potential Malpractice

Practice Aids > Conflicts Practice Aids > Disclosure of Potential Malpractice

PLF C OVERAGE
How the PLF Can Help

Coverage Questions?

Jeff Crawford Emilee Preble Ira Zarov

503-639-6911 800-452-1639

PLF C OVERAGE
How the PLF Can Help

Concerns About a Claim?

Two Claims Attorneys Rotate Daily Immediate Connection or Quick Call-Back

503-639-6911 800-452-1639

S TAFF
How the PLF Can Help

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 of Paralegal Utilization (and more)

S TAFF
How the PLF Can Help

Practice Aids > Staff

In Brief Resources for Staff, What Your Staff Isnt Telling You

Blog Posts http://oregonlawpracticemanagement.com/ and http://justoregonlawyers.wordpress.com/

One-on-One Help

OSB Mentoring Plan

R ULES

OF PROFESSIONAL

CONDUCT / PROFESSIONALISM

C ONFLICTS AND
PROFESSIONALISM
How the PLF Can Help

Programs on CD/DVD Best Practices for Avoiding Conflicts, Ethics of Practice Management, Professionalism and the Legal Profession Books from the PLF A Guide to Setting Up and Running Your Law Office
Practice Aids Conflicts of Interest

C ONFLICTS AND
PROFESSIONALISM
How the PLF Can Help

In Brief Getting Help: Conflicts, Confidentiality, and Consulting Your Colleagues, Investing in Clients
Blog Posts http://oregonlawpracticemanagement.com/ and http://justoregonlawyers.wordpress.com/

One-on-One Help

OSB Mentoring Plan

W ORKING

WITH CLIENTS

W ORKING
How the PLF Can Help

WITH CLIENTS

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 AttorneyClient Relationship (and more)

W ORKING
How the PLF Can Help

WITH CLIENTS

Practice Aids > Client Relations, Client Communications, Engagement, Disengagement, and Nonengagement
In Brief How to Handle an Unhappy Client, Properly Screening Clients Blog Posts http://oregonlawpracticemanagement.com/ and http://justoregonlawyers.wordpress.com/

One-on-One Help

OSB Mentoring Plan

C AREER SATISFACTION WORK / LIFE BALANCE

AND

A FINAL WORD

Learning the Ropes

Oregon Convention Center November 2, 3, and 4 Annual PLF Conference for New Admittees ($65)
To Register: www.osbplf.org > Upcoming Seminars

Ethics of Practice Management

Access to Justice Child Abuse Reporting Substantive Practice Areas Solo & Firm Tracks Judge & Bar Leader Luncheons

T HANK

YOU !

Beverly Michaelis
Practice Management Advisor beverlym@osbplf.org 503-639-6911 or 800-452-1639