1. EVERYTHING YOU DIDN’T LEARN IN LAW SCHOOL Massachusetts Law Office Management Assistance Program www.masslomap.org LinkedIn.com/company/Mass-LOMAP Facebook.com/MassLOMAP @MassLOMAP

2. LOMAP Services eNewsletter

3. Agenda Office Organization Client Communication Marketing Technology Data Security Additional Resources

4. Better Not...

5. OFFICE ORGANIZATION How to efficiently and effectively organize your practice.

6. Filing System Organizing Files + Folders Naming Conventions Lost + Found Paperful vs Paperless vs Hybrid Document Management Program

7. Calendar Management Your Activity Hub What to Track Appointments Court dates Statutes of limitation Self-imposed deadlines Using Ticklers Back It Up In Sync

8. Tracking Time Always (regardless of billing type) Completely Contemporaneously Electronically

9. Office Management Working with Staff Working with Supervisors Collegiality – It pays to be nice! Basic Human Resources Ethical Duties

10. CLIENT COMMUNICATION Get ‘em in, get ‘em happy, and keep ‘em comin’!

11. Client Contact Management Intake Process Conflict Checking Follow Up

12. Client Education Attorney + Client Responsibilities to the Matter Confidentiality Timeliness Boundaries Technology

13. Documenting the Relationship Disclosures Fee Agreements Non-engagement Letters Memorializing Course of Decisionmaking Disengagement Letters Attorney Notes to File Create a Record!

14. Billing Types + Sorts Billable hour Flat fee Unbundled AFA Hybrid The Art of Drafting Bills The Science of Sending Bills Collection

15. MARKETING Know what you’re selling and how to sell it.

16. Networking Elevator Pitch In-Person vs Online Associations + Organizations The Importance of Referrals

17. Traditional vs Online Advertisements Content Marketing Storefront/Website Networking/Social Media Publication/Blog

18. Return on Investment $ + Time = $ Formulae Analysis Budgeting Tools

19. Ethical Considerations False or Misleading 2-Year Rule Solicitation Practice Areas Limited Liability Entities

20. TECHNOLOGY Boost productivity and organization with technology.

21. Generally The Future Present of Law Practice ABA Model Rule 1.1: Competence Productivity Mobility Security

22. Software Law Practice Management (LPM) Document Management Email + Calendaring Time + Billing Financial Management Customer Relationship Management (CRM)

23. Paperless Office Scanning + Scanners PDF w/ OCR Naming Conventions Folder Architecture Form Creation Electronic Signing

24. Mobile Remote Access Time Capture Productivity Security

25. DATA SECURITY Maintain client confidences and protect firm data.

26. Confidentiality It’s the Client’s File Retention Disposition

27. The Cloud Pros + Cons Ethics Encryption

28. Data Protection Rules Statutory Authority M.G.L. c. 93H + 93I 201 C.M.R. 17.00 SJC Interim Guidelines Applications

29. Data Backup Redundancy v Backup Local Cloud Testing

30. ADDITIONAL RESOURCES Finding the resources you need.

31. Resources Ethics Board of Bar Overseers / Office of Bar Counsel Massachusetts IOLTA Committee Legal Research + Education Social Law Library MCLE West’s Mass. Practice Handbook Massachusetts Lawyers Weekly Communities Bar Associations Local, State, National, Practice Area-specific Social Media Groups Listservs

32. Better Yet...

33. GOOD LUCK! Toll Free 1.888.54.LOMAP Info@masslomap.org www.masslomap.org Facebook.com/MassLOMAP LinkedIn.com/company/Mass-LOMAP @MassLOMAP @RodneyDowell @JaredCorreia @HeidiAlexander