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

2. 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.

3. 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.

4. 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

5. 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

6. 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

7. Communications Conference and Mobile Telephone Capabilities
Capabilities
Facsimile Capabilities
Adobe or comparable software

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

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

10. Document Management Systems
Copier
Document Scanner
Document Assembly Software

11. 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

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

13. 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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15. 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.

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

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

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

26. THANK YOU