The Successful lawyer’s toolkit What they did not teach you in Law School Craig Owen White, Esq. © All Rights Reserved 2015

Disclaimer Nothing contained in this presentation is to be considered as the rendering of legal advice for specific cases, and attendees are responsible for obtaining such advice from their own legal counsel. This presentation is for educational and informational purposes only. The views of the presenter should not be construed as the views of the International Senior Lawyers Project or of Hahn Loeser & Parks LLP.

The Business Lawyer is to: Assist Client in identifying, quantifying and assessing risk. Document the deal in a manner that identifies rights and obligations of each party and can be enforced under the rule of law. Charge reasonable fees and be promptly paid for services Be a steward of the commercial law, statutes and regulations. Maintain high ethics and integrity.

TBUBusiness lawyer’s Toolkit Filing, Billing and Management Systems Forms File Engagement Letter Disengagement Letter Due Diligence Request List Precedents and Model Agreements Legal Opinions Separate Funds Account Deal Checklists Pre-deal During the Deal Closing Follow-up Applicable Law Corporate and Securities Statutes Commercial Code Tax Code Trade Agreements and Treaties Team and Network Tax Lawyers Accountants Environmental expertise Privacy Divorce Criminal IT/IP Expertise International/Regional

Business Lawyer’s Toolkit Due Diligence Applicable Law Trade Resources Professionals Tax Lawyers Accountants Environmental Privacy Divorce Criminal Filing System Standard Key Documents Engagement letter Disengagement Letter Invoices Legal Opinions Separate Funds Account Checklists

Practice Tips Stay organized Your practice is a business Have a capital investment plan Hardware Software Personnel Distinguish between commodity and value-added legal and related services

Communications Conference and Mobile Telephone Capabilities Email Capabilities Facsimile Capabilities Adobe or comparable software

Time and Cost Capture Abilities Billing Software Narrative Billing Line Item Billing Hourly (in increments) Billing as Default Cost Capture Software

Billing and Fee Options Periodic Billing Paid in Advance Paid At Closing Paid Monthly Paid Some Other Agreed Cycle/Event

Document Management Systems Copier Document Scanner Document Assembly Software

Business Lawyer’s Toolkit Conflicts of Interests AML Rules – Avoid Bad Clients Efficiency Record Keeping Accounting and Billing Engagement Letters Disengagement Letters Paper and/or Electronic Filing Systems

Practice and Client Management Software Management of Key Client Contact, Billing and Marketing Information Docketing of Key Future Dates and Events Deal Distribution Lists

Business Lawyer’s Toolkit Transaction Checklists Organization Delegation Client and Opposing Party Guidance Business Development Tool Templates available online Word or Excel Works Equally Well August 2015

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Dangers OF Relying on FORMs and Precedents Each deal is unique Form or Precedent Form may represent non-obvious compromises or trade-offs Time are rapidly changing and the form or precedent may be out of step with contemporary concerns Practice Tip : Read and understand everything in a document before using it.

Virtual Data Rooms Central Repository of Data Relating to Company or Deal Controlled Environment Accessible 24 Hours @ day Controls for Viewing, Copying and Printing Uniform Access or Specialized Access Cost Effective Due Diligence

Without promotion, something terrible happens . . . BLOGS AND SOCIAL MEDIA Without promotion, something terrible happens . . .

Without promotion, something terrible happens . . . NOTHING ! BLOGS AND SOCIAL MEDIA Without promotion, something terrible happens . . . NOTHING !

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