14th Annual Solo and Small Firm Conference

Materials Table Of Contents

Managing For Success Track | Technology To Make It Happen Track | New (Or Nearly New) Solo Track

Plenary Session


Managing For Success Track

1. Best Practices for Using Cutting Edge Legal Technology

Todd C. Scott, V.P. Risk Management, Minnesota Lawyers Mutual Insurance

MATERIALS 

40 Pages

PowerPoint Presentation

  • Confidentiality & conflict checking
  • Backing up your data
  • Online privacy
  • E-Filing
  • Your website: avoiding the accidental client
  • Overseeing financial technology

35 Slides

Article: “Cloud Computing and Electronic Use Policies”

5 Pages

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2. How to Get Noticed Online AND Stay Out of Trouble-Websites, Google, Social Media

Tom Foster, Foster Web Marketing

MATERIALS 

150 Pages

PowerPoint Presentation

  • Why is it so hard to get on page 1?
  • How to tank your website traffic
  • Outsourcing services? Buyer beware
  • Can you trust your provider?
  • Survive and thrive online
  • Resources

50 Slides

Online pdf full copy of the following publications by Tom Foster

  • The 5 Biggest Mistakes Lawyers Make with their Attorney Website That Costs Them Billings and Clients
  • The 8 Biggest Mistakes that Lawyers Make with Video
  • The Foster Web Marketing Client’s Guide to Great Content


11 Pages
39 Pages
50 Pages

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3. Bills Out = Money In: Getting Paid

Mary Ellen Flynn, Esq., Andalman & Flynn, PC

MATERIALS 

68 Pages

Speaker Bio

“Stress Less and Earn More: Necessary Steps to Profitable Billing and Effective Collection of Your Attorney’s Fees” by Mary Ellen Flynn, May, 2012,  MSBA Bar Journal

Sample Attorney-Client Agreement

MSBA Ethics Opinions:

  • 94-40 – Mandatory Arbitration of Fee Disputes
  • 90-12 – Fess: Arbitration Clause of Fee Disputes

Maryland Rules:

  • Title 16.  Courts ,Judges, Attorneys, Chapter 800 Miscellaneous, Rule 16-812, The Maryland Lawyers’ Rules of Professional Conduct Rule 1.5, Fee
  • Title 16.  Courts ,Judges, Attorneys, Chapter 800 Miscellaneous,  Rule 16-812, The Maryland Lawyers’ Rules of  Professional Conduct, Rule 1.16, Declining or Terminating Representation
  • Title 2, Civil Procedure – Circuit Court, Chapter 600 Judgment, Rule 2-652, Enforcement of Attorney’s Liens
  • Annotated Code of Maryland, Business Occupations and Professions, Title 10. Lawyers §10-501. Attorney Liens
  • Maryland Rules, Title 16.  Courts ,Judges, Attorneys, Chapter 800 Miscellaneous, Rule 16-812, The Maryland Lawyers’  Rules of Professional Conduct
    Rule 1.8, Conflict of Interest: Current Clients Specific Rules

Reported Case: In the Court of Special Appeals of MD No. 2577,

  • September Term 2009,  In the Matter of the Motion of Frederick R.
  • Franke, Jr. to Withdraw Representation

Court of Appeals of Maryland: Attorney Commission of Maryland v Katrice Selena Stinso, Misc. Docket AG Nos. AG30 and 70 Sept. Term 2009

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Technology To Make It Happen Track

4. How to Stop Worrying and Love Cloud Computing

Joshua Lenon, Esq.,Clio – Practice Management Simplified

MATERIALS 

41 Pages

PowerPoint Presentation

  • Ethics rules on using cloud computing vendors;

  • Lawyers’ duty to obtain informed consent;

  • Answers to common client concerns

  • Benefits to Law Firms

  • Questions

41 Slides

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5. Gadgets, Apps and Websites Oh MY!:60 Tech Tips in 60 minutes

Lawrence Adashek, Esq., The Law Office of Lawrence Adashek, PA
Juliana Neelbauer, Esq., Neelbauer Law, LLC
Scott MacMullan, Esq., Scott MacMullan Law, LLC

MATERIALS 

6 Pages

60 Technology Tips with URL’s and Comments

Article:  Cloud Computing Article from Florida State Bar   

5 Pages

1 Page

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6. My Favorite Software:Software You Cannot Live Without

Stuart H. Levine, Esq. , Taxation-Business
Valerie Nowottnick, ACP, Paralegal Consultants

MATERIALS 

11 Pages

Chart of 30 Favorite Software Products with Descriptions, Comments, URL’ s

11 Pages

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New (Or Nearly New) Solo Track

7. Getting Started 101: What They Do Not Teach You about Starting Your Own Law Practice

Patricia A. Yevics, Director, Law Office Management Assistance - MSBA

MATERIALS 

61 Pages

PowerPoint Presentation

  • Are You Cut Out For Solo Practice
  • Getting Started
  • What Can I Name My Firm
  • Office Options
  • Office Management
  • Marketing Tips
  • Getting Clients
  • Dealing with Clients
  • Managing Client Expectations
  • Basic Tech to Get Started
  • Help is Available

56 Slides

Article: “Cloud Computing and Electronic Use Policies”

2 Pages

Article:  “Using Technology To Keep Clients Happy”

3 Pages

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8. Business Aspects of Starting a Solo Practice

Steven S. Manekin, CPA, Ellin & Tucker

MATERIALS 

94 Pages

PowerPoint Presentation

  • Overview of Law Firm Profitability
  • Understanding the “Rules” of Law Firm Profitability
  • The Big Decision
  • Issues to Consider
  • Hire the Right Advisors

48 Slides

Supplemental Materials

  • Law Firm Trends
  • Capital Concepts
  • Where does Law Firm Profitability Begin
  • No One-size Fits All Formula
  • Degradation of Income
  • Measuring Profitability
  • Reasons for Low Realization
  • How Can You be More Profitable
  • Keys to Profitably in a Contingent Fee Firm
  • Matter Management
  • Billing Practices Clients Finds Unacceptable
  • How is Compensation Determined

46 Slides

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9. How to Get (and Keep) Clients

Sahmra A. Stevenson, Esq. , Ellis Stevenson & Taylor, LLC

MATERIALS 

19 slides

Marketing and Branding Yourself

  • Be Memorable
  • Web Pages and Web Content  
  • Communication and Professionalism
    • Referrals and Building a Network
    • Networking
    • Using Social Media

19 Slides

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Plenary Session

1. Best Practices for Using Cutting Edge Legal Technology

Alvin I Frederick, Esq., Eccelston & Wolf, PC
Glenn M. Grossman, Esq. , Bar Counsel, Attorney Grievance Commission

MATERIALS 

16 Pages

PowerPoint Presentation

  • Ways to Get the LetterWays to Avoid the Letter
  • Think Fiduciary Obligation
  • The Scam

6 Slides

Contingency Fee Agreement

10 Pages

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