Excellent CLE regarding time management considering changes in technology and case at managing a law office.

Fantastic! I wish I would have seen this 10 years ago

Great tips for time management and making your life less chaotic.

I originally skipped over this program, thinking it wouldn't provide me with anything new. It's a really valuable way to evaluate your existing practice management strategy, however--even if you come away feeling you're doing everything right. A couple of things: I was shocked to hear that preparing Memos to the File has largely disappeared! I always draft one right after the meeting or phone call resulting in my engagement that details exactly what I've agreed to do, the projected timeframe, the cost estimate and any conditions or contingencies. It both becomes the basis of my engagement letter--which I often can't draft for a day or two--and reminds me of facts and priorities conveyed by the client. Second, I draft a Memo to File every time new information is disclosed, I'm asked to take some specific action, I make an important recommendation, or the client informs me of an important development or decision. I do it regardless of whether the significant event occurred via phone, meeting, email or text and in addition to any written follow up to the client. Third, I usually do a final Memo to File at the conclusion of the matter. No attorney with more than one client can rely on their memory and when you've handled hundreds of matters, Memos to the File serve as the only written record of the representation. I retain them even after the file has been retired because clients call with questions about their deals long after they've closed--especially if something goes wrong and they're looking for someone to blame. Several times I've been able to circumvent a potential client complaint because my Memo to their File clearly sets out exactly how and when I strongly advised them against doing the thing that's landed them in trouble and why the client decided to do it anyway. And a small comment...although I also routinely sign documents electronically, I specifically require clients to print, sign, scan and email engagement letters back to me, with an original signed copy to follow by mail or delivery, and an original signed copy retained by them for their files. This pretty effectively clarifies that my fee agreement is a binding contract and I have a copy with their signature on it.