How to Ethically Manage a Law Practice to Enhance Client Relations, Increase E ciency and Results, and Avoid Ethics and Malpractice Complaints
Themis Solutions Inc.
National Academy of Law, Ethics & Management, Inc.
(Your Bar Association)
The Proposed Program
8:00 am – 8:30 am • Last minute registration 8:30 am – 8:45 am • Introductory comments
Bar association representatives comment on current and future bar association activities.
8:45 am – 9:00 am • Housekeeping, CLE announcements
Instructions to attendees regarding practice speci c questions to be answered.
9:00 am – 10:20 am • The 10 Steps to a Successful Law Practice
Jay Foonberg will give the attendees the simple no-cost tools they need to ethically attract & keep good clients, and control their practice and their life through planning. Learn in the morning, use immediately.
10:20 am – 10:30 am • Q & A 10:30 am – 10:45 am • Break 10:45 am – 11:45 am • Introduction to Case Management 101
Mr. Jack Newton of Themis will teach the attendees what a case management system can do to increase e ciency, increase cash ow, control work and economically get the job done. Changes in the way lawyers & clients communicate make having a case management system critical to a successful practice. Although Clio will be used to demonstrate and teach case management because it is easy to use, the attendees will be able to use what is learned for any system.
11:45 am – Noon • Break Noon – 12:45 pm • Ethically Getting Paid, In Good Times and Bad
Lawyers have to nd wealthy clients or else they have to work with the client to arrange a system of payment that works for both the lawyer and the client. Jay Foonberg will teach this new course, based on 40 years of practice as a lawyer and as a CPA, and representing creditors in hundreds of litigated debt collection cases.
What The National Academy and Themis Solutions Will Do
1. Provide Mr. Foonberg and Mr. Newton at no cost to the Bar Association for speaker’s fees or travel expenses. 2. Provide written materials for reproduction by the Bar Association. 3. Allow your Bar Association to charge whatever fee it wishes. 3. Allow your Bar Association the downstream revenue.
Who Are Jay Foonberg, Themis and The National Academy, and What Is In It For Them?
Who are they?
1. The National Academy provides Mr. Foonberg and the written program materials. 2. Themis reimburses the National Academy for Mr. Foonberg’s expenses. 3. Mr. Foonberg has been teaching new lawyers how to start and build their law practice since 1968. His book How to Start and Build a Law Practice has been revised 5 times since 1976 and is considered “The Bible” for lawyers starting or building their own practice. It has been recommended by a President of the United States. It is the most stolen book from law libraries in the United States. More than an estimated 300,000 lawyers have used his books and attended his classes. 4. The National Academy of Law, Ethics & Management, a 501 (c) (3) exempt organization was begun by Mr. Foonberg in 1973 after the publication of the seminal study of the causes of ethics and malpractice complaints proving the close connection between bad management and ethics and malpractice complaints. The goal of the Academy is to teach lawyers how to avoid ethics complaints thus reinforcing the lawyers’ role in the American legal system. 5. Themis is the developer of a low cost, a ordable, simple, instantly usable web based case management system for solos and small rms, developed for and with the assistance of the Law Society of British Columbia. The Law Society wanted a simple system designed for solos and small rms without prior case management system experience. Most case management systems are designed for medium to large rms with a case management system history. Clio is uniquely designed for solos & small rms without prior case management system experience. A Clio user can easily transition into a larger rm.
What Your Bar Association Will Do
1. Provide a suitable venue for at least 100 attendees. 2. Provide AV and Power Point facilities. 3. Provide CLE Credit as appropriate. 4. Provide two booths (10x15) immediately adjacent to the speaker’s area—one for Themis and one for The National Academy. 5. Promote the program marketing including 3 statewide emailings: 1 – 6 weeks before the date 1 – 2 weeks before the date 1 – 2 days before the date
A Successful Law Practice Requires 3 Basic Skills
1. Knowing the Law—This was learned in law school and tested on the bar examination. 2. How to Ethically Get and Keep the Paying Clients (Including the Pro Bono Clients) Necessary for a Healthy Law Practice—This was not taught in law school and is only tested after ethics complaints are made. 3. How To Manage the Practice and Plan To Timely Deliver Cost E ective Legal Services Consistent with the Clients’ Ability to Pay —This was not taught in law school and is only tested after
What The Attendees Can Get
1. 3 Hours of Ethics CLE Credit or General CLE Credit (depending on your rules) 2. Learn how to practice law to avoid ethics complaints, and grow the practice with the clients they want, while also learning how to plan for success. The attendees will get the low cost and no cost toolkit they need and can immediately use. 3 Learn the basics of Case Management Systems. In today’s world, digital case management (using computers) is critical to receive, store, and recover information while managing & controlling work ow and billing. 4. Practical, real world, no cost or low cost techniques to ethically grow the practice. The information is immediately useable in the lawyer’s practice.
What’s in it for the National Academy and for Themis?
1. The bar association must provide two 10x15 booths immediately adjacent to the speaker’ area and must provide program marketing publicity. 2. The National Academy will use its booth for book signing by Mr. Foonberg, and to display and sell books written by Mr. Foonberg and others. Some of those books will be purchased by The National Academy from the American Bar Association. Mr. Foonberg keeps none of the money from How to Start a Law Practice—½ going to the Law Students Division and ½ to the Law Practice Management Section. His books have provided ABA with an estimated $2 million since 1976. 3. Themis will use its booth to answer questions about case management and to o er free, no cost, no contract, no obligation trial permits for those who wish to get started with case management period. Being web based, Clio is an easily a ordable system for any lawyer. Themis believes that eventually some of these lawyers new to case management may become paying subscribers at some point in the future.
Contact us now to secure available dates
For further information please contact: email@example.com or call: 1.888.858.2546 (Toll Free in U.S. and Canada) You are invited to visit the following websites:
www.goclio.com | www.foonberglaw.com | www.nalem.org | www.abanet.org/abastore