Tag Archives: Calbar

Calbar Solo Summit 2014: So Much for Cutting Back!

Solo Summit 2014

 

Hi All – hope things are going well with you.  I said I was planning to cut back on presentations, but somehow I was selected to do two programs at the upcoming State Bar of California Solo & Small Firm Summit in Newport Beach (note that's a change from the usual location, Long Beach).  So, without further adieu, here's my schedule:

 

Solo Summit 2014 - Friday

Friday Lunch Program:  11:30 a.m. to 1:00 p.m.

(Program 17, June 20th)

Junior Associate to Senior Partner: Confidentiality, Privacy and Technology Governance

Generally speaking, senior attorneys tend to be intimidated by technology. On the other hand, junior attorneys tend not to be intimidated enough!  This program strikes the balance and answers the burning question, “Am I doing enough to protect the privacy and confidentiality of both my practice and my client information?”

MCLE: 1.0 Hour Ethics

[I was awarded one of the coveted plenary sessions for the first time.  Normally, we break into three concurrent MCLE presentations, but the plenary sessions have all 250 attendees.  I'm going to have to be on my toes for this one…]

 

Solo Summit 2014 - Saturday

11:00 a.m. to 12 noon

(Program 32, June 21st)

Leveraging Technology to Beat the Big Guys in the Discovery Game

Panel presentation of the rules and new technologies pertaining to ESI (electronically stored information) that will level the playing field to allow a solo or small firm attorney to “go toe-to-toe” with a large law firm throughout the discovery process — even during the most complex and voluminous litigation. The speakers discuss cutting edge litigation technology advancements which translate to cost savings and more streamlined management of electronically stored information. New technology trends discussed include computer assisted review, analytics, the latest trends with computer forensics and automating litigation hold policies among others.

MCLE: 1.0 Hour Ethics

Hope to see you there!

…So Begins My Year as Co-Vice-Chair of CSBS!

OMG_Excitement!
On Thursday, October 10th, I was a couple of days away from taking my place as the "Immediate Past Chair" of the Law Practice Management and Technology Section.  Instead, I was elected Co-Vice-Chair of the Council of State Bar Sections along with my good friend Mark Ressa of the Family Law Section.  It's a new, three-year commitment with the Bar!

Yes, yes…I know what you're thinking.  It has "BS" in the name…

Onward & upward!

CalBar LPMT Section Announces New App for Android & iOS!

LPMT App LinkedIn

Well, I've been working on this for two years, and today it's finally reality!  The new Android & iOS app from the State Bar of California Law Practice Management and Technology Section went live this morning.

Access our best publications, social media offerings and resources; all available under one roof for people on the go!  Best of all, you don’t have to be a member of the LPMT Section; the app is free to everyone.  It also makes a great companion to the upcoming annual meeting, because all of our presentations are pre-loaded on the calendar.

We hope you enjoy it!

Calbar Family Law Section Hosts Social Media Meet-Up at 86th Annual Meeting

CalBarAM13
The State Bar of California Family Law Section hosts a social media meet-up at #CalbarAM13!  It will be held at The Loft Bar & Bistro,
90 South 2nd Street, San Jose, CA on Thursday, October 10th at 6:00 PM. Socialize with the
California Young Lawyers Association, LPMT, Family Law, Business, IP, International
Law & more!

The official hash
tag for the event is: #InterSection.  See you there!

Calbar LPMT Section Annual Free Membership Offer Kicks Off Today!

MP900442347

Beginning August 5th and ending August 24th, the State Bar of California Law Practice Management and Technology Section offers free memberships through the end of 2013 to attorneys and non-attorneys alike.  This is a great opportunity to test-drive the section for free!  For more details about the benefits we offer and how to get your free membership, click here.

Upcoming Presentation: Calbar Solo & Small Firm Summit: “The Mobile Lawyer & Professional Responsibility: Confidentiality in the Digital Age”

00443095

I didn't intend for this blog to be a billboard for all of my 'stuff', but lacking much time these days, that's what it's been lately.  Since I'm already on a roll, I might as well tell you about a new program I'm presenting at the Calbar Solo and Small Firm Summit in Long Beach, California.  The Summit runs from June 20 – 22, 2013 and my program (#19) is entitled: 

The Mobile
Lawyer & Professional Responsibility: Confidentiality in the Digital Age

Friday, June 21, 2013 
1:15 p.m.-2:15 p.m.

Lawyers
are open for business 24-hours a day. 
They communicate via Twitter & Facebook, on smartphones, tablets
& notebooks – in coffee shops, taxicabs, airports and on airplanes.  This program reviews recent COPRAC opinions
addressing technology
and provides tools to protect confidences and privacy for
both attorney and client.

Hope to see you there!

Calbar Looking at Limited Law Licenses: It’s all about Standards

MP900341927An article in the February 2013 issue of the California Bar Journal states that the Calbar Board of Trustees is examining the possibility of creating a class of "limited-practice licensed" individuals.  Among the reasons provided as the catalyst (e.g. lower cost to consumers, path to eventual Bar passage), ostensibly, the Board also believes this would circumvent instances of unauthorized practice of law (UPL).  UPL (Rule 1-300) falls outside of the Bar's jurisdiction and is normally addressed as a misdemeanor charge via a criminal complaint.

A form of certification already exists within the Bar (or at least, it used to), called "Certified Law Clerk".  I know it well because I was one when I worked at the L.A. County D.A.'s Office during law school.  From memory, some of the criteria to be certified included being a 3L and having already passed the Evidence course, among other things.  Certification allowed me to perform more duties than a standard law clerk.  Obviously, I see some benefit to the idea.

However, I also see detriment, and the first one that comes to mind is expectations.  What level of expertise will a client of this class of legal professional believe they are – or should be – receiving?  Who will guard the line between limited-practice and unlimited practice to ensure that the provider doesn't cross it?  Who is at fault if the provider doesn't meet the standards the client believes they should meet?

Is a new tort called "Limited-Malpractice" going to spring out of this plan?  Will it ultimately 'dilute the brand' of what being a lawyer means?

Considering that I'm Chair of the Law Practice Management and Technology Section Executive Committee, if this new class is ultimately created, my Excom will likely be front and center during the implementation process.

Either way, I'll say this; the Board has their work cut out for them!

eDiscovery California: Upcoming Presentations: CalBar 85th Annual Mtg

00443095

Why have I been missing in action the past couple of weeks?  Because I over-committed, that's why!  Note to self: Don't propose two presentations for the CalBar 85th Annual Meeting, thinking that only one will be selected…WRONG!!!  So, to kick-off my re-appearance on this blawg, here are my two upcoming presentations in Monterey:

eDiscovery eVolution: Crawl, Walk, then Run Your Case!  (Program 25)

Thursday, October 11, 2012  4:15 p.m.-5:15 p.m.

Strategy matters, and litigation is a term of art and a
little showmanship. Learn how to strategize during a case to get the
most out of each other for the clients' benefit.

Presenters:  Perry L. Segal, Derick Roselli

CLE: 1.0 Hour General Credit

This is going to be a good one, because I'm taking the role of attorney (type-casting) and my LPMT colleague, Derick Roselli, takes the role of technology expert; which is his true specialty at HP/Autonomy.  We're going to do a walk-through of a case from the perspective of the attorney consulting with his expert on a case, from start to finish.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *

The Cloud: Secure? Yes. Ethical? Not so FAST!  (Program 50)

Friday, October 12, 2012  10:30 a.m.-12 noon

It's essential to conduct due diligence regarding a
vendor's security practices to insure the confidentiality of client
data. Even if the data is believed to be secure, it may violate an
attorney's legal/ethical obligations. Learn the next step– assuring
client communications are secure and ethical.

Presenters, Perry L. Segal, Donna Seyle

CLE: 1.5 Hours of Which 1.0 Hour Applies to Legal Ethics

Donna Seyle is another of my LPMT colleagues, and we're going to do a practical examination of attorney ethics rules – both ABA and California – as they pertain to data and social media interaction in the cloud.  Our goal is to explain to attorneys how even a secure cloud may violate ethical obligations to the client if additional precautions are not followed.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *

I 'officially' assume the Chairmanship of LPMT at noon, Sunday, October 14th.  Here we go!

eDiscovery California: Proposed Formal Opinion 10-0003 (VLO) is now Formal Opinion CAL 2012-184

Attorneys, please take note: The State Bar of California Proposed Formal Opinion Interim No. 10-0003 (Virtual Law Office) has been adopted as Formal Opinion CAL 2012-184 (link opens 7-page pdf).  If you missed it the first go-round, I highly recommend that you familiarize yourselves with this opinion.

I can lead you to the water (but I can't force you to make the Kool-Aid).

e-Discovery California: Upcoming Presentation: CalBar Solo Summit

00443095

Just a reminder that Friday, June 22nd, 2012 from 9:45 – 10:45 am, I'll be presenting Program 16: They See You When You're Sleeping: Attorney Privacy Confidentiality & Security for one hour of specialty ethics MCLE credit at the State Bar of California Solo & Small Firm Summit, which is being held this year at the Renaissance Hotel in Long Beach.  Here's a brief synopsis:

A preview of the soon-to-be-published book, “Growing and Maintaining Your Law Office”. Attendees will learn about ethical obligations to protect attorney-client privacy, confidentiality and security — both personally and via the smart-phones, computers & software they use daily.

I look forward to seeing you there!