October 27: How to Implement E-Signature & Secure Document Sharing with Ethics in Mind

Discovery how to ethically implement e-signature and document sharing in your firm. Unless you’ve been hiding in the woods in recent years, you’ve probably signed a document with an e-signature product. What’s more, your clients are likely in love with their ease and quickness. The question becomes: how does a law firm efficiently integrate e-signature workflow into their firm? And what are the ethics requirements? While we’re talking about e-signature ethics and security, we will go into secure file sharing as well. 

Learning Objectives:

• See how law firms can incorporate an e-signature process into their workflows and commonly used tools, like Outlook and Gmail. 
• Understand the security implications and ethics requirements for secure document sharing. 
• Discuss the issues related to client portals, and why they can be difficult for both clients and law firms.

Title:
How to Implement E-Signature & Secure Document Sharing with Ethics in Mind 

Date+Time:

Wednesday, October 27, 2021
1:00PM ET; Noon CT; 11:00 AM MT; 10:00AM PT

Register Now!

Credit:

This free continuing legal education webinar is approved for CLE credit in the following jurisdictions:

• Florida Bar CLE Credits:Florida Bar CLE Credits: 1.0 General, 1.0 Technology, 1.0 Ethics
• Other Jurisdictions: Check with your credit granting authority whether you can self-apply.

Speaker:

Larry Port

Larry Port is the founder and CEO of Rocket Matter, the leading cloud-based legal practice management software. Larry is also a speaker and award-winning writer at the crossroads of the legal profession and cutting-edge technology. His book, The Lean Law Firm: Run Your Firm Like the World’s Most Profitable and Efficient Businesses, was recently published by the American Bar Association. Larry frequently discusses design and efficiency as well as quality techniques in the software industry that can be leveraged by lawyers and other legal professionals. Larry was also named to the Fastcase 50 honoring the law’s smartest, most courageous innovators, techies, visionaries, and leaders.

By:

Rocket Matter helps law firms offer better client service and also increase revenues by more than 20%. Founded in 2007 as the first cloud-based legal practice management software, it has the most powerful, easy-to-use time and billing software in the industry.

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March 25: Microsoft 365: A Crash Course on Excel for Legal Professionals

As familiar as legal professionals are with Word, they can be just as confused or intimidate by Excel. But Excel proficiency isn’t too tough – you just need exposure to the right people to show you the most important functions.
Competency in Excel makes you a more efficient lawyer with the ability to provide better client service, especially involving any insight into any aspect of their representation involving numbers. Moreover, Excel is a fundamental business tool that can help you take your firm to the next level.
Learning Objectives

• Understand the basic core functionality of Excel and how to navigate the program.
• Learn best practices in how to build a proper spreadsheet to keep your work organized.
• Discover what you can do with cell references and basic math functions like averaging, finding min and max values.
• Take a preview at more advanced functionality that can really help you, like lookup tables and conditional expressions.

Title:
Microsoft 365: A Crash Course on Excel for Legal Professionals

Date+Time:

Thursday, March 25, 2021
2:00PM-3:00PM EST

Register Now!

Credit:

This free continuing legal education webinar is approved for CLE credit in the following states:

• Florida Bar CLE Credits: 1.0 hours general, 1.0 hours technology
• Other Jurisdictions: Check with your credit granting authority whether you can self-apply.

Speaker:

• Larry Port is the CEO of Rocket Matter, a leading legal cloud-based practice management and time and billing application. He is a speaker and award-winning writer at the crossroads of the legal profession, cutting edge technology, and business management. His experience running a technology company and insight into law firm operations led to his co-authoring of the #1 bestselling ABA book The Lean Law Firm.

By:

Rocket Matter helps law firms offer better client service and also increase revenues by more than 20%. Founded in 2007 as the first cloud-based legal practice management software, it has the most powerful, easy-to-use time and billing software in the industry.

More Information And Registration

March 18: Public & Private Records Research and Compliance

In this one-hour webinar with attorney Jared Correia and investigative search specialist Wendy Nestrud, you’ll learn:

• The difference between legal and fact research and how facts benefit different cases.
• What are private vs. public records and the ethics and laws behind their use.
• How to use investigative data in your own practice.
• How to use a public records database to perform searches and gather data quickly and efficiently.

Title:
Public & Private Records Research and Compliance

Date+Time:

March 18, 2021
10AM PST/1PM EST

Register Now!

Credit:

This free continuing legal education webinar is approved for CLE credit in the following states:

• California (1.0 General, .5 ethics)
• Florida (1.0 General, .5 ethics)
• Kentucky (1.0 General, .5 ethics)
• North Carolina (1.0 General, .5 ethics)
• Texas (1.0 General, .5 ethics)
• Washington (.5 Law & Legal, .5 Ethics)
• Vermont (.5 General, .5 ethics)
• Other Jurisdictions: Check with your credit granting authority whether you can self-apply.

Meet the speakers:

• Jared D. Correia, Esq. is the Founder and CEO of Red Cave Law Firm Consulting, which offers subscription-based law firm business management consulting and technology services for solo and small law firms.  A former practicing attorney, Jared has been advising lawyers and law firms for over a decade.  He is a regular presenter at local, regional and national events, and is the host of the Legal Toolkit podcast on Legal Talk Network.  He loves James Taylor, but respects Ron Swanson; and, he tries to sneak Rolos when no one is looking.
• Wendy Nestrud, Product Specialist and Search Expert at Tracers, is an ally to both clients and partners. With extensive experience using the Tracers product, you will often find her training law firms to search public & private records in the most efficient way possible.

By:

• Tracers - Investigative Research Software
• Rocket Matter - Cloud Based Legal Practice Management

More Information And Registration