I had no idea how many law firms answered their phones with “Hello L’office” until I went to work for the OBA. But it’s not limited to Oklahoma. I have received the same greeting calling lawyers’ offices in many states. Obviously, the intended greeting is “Hello Law Office,” but when you are busy and do
Overcoming Trust Account Management Challenges
We recently did a Digital Edge podcast Overcoming Trust Account Management Challenges. 
Our guest was Paul Garibian, a fintech expert, entrepreneur, and current CEO of Nota. Nota provides financial services to lawyers including trust accounts with no services charges. We discussed common mistakes lawyers make with their trust accounts, the serious consequences of mismanaging
Protecting Your Clients When You Aren’t Able to Help
Lawyers often deal with the challenges that occur when people die without making a last will and testament. One result is sometimes intestacy laws distribute property differently than the deceased might have wanted. Additional expenses and legal fees are almost always a result.
Similar challenges and expenses can occur when a lawyer dies or becomes
The Changing Dynamics of a “People Law” Practice
Do you practice People Law? There has long been a perceived difference between large law firm practice and small law firm practice. But, in my view, the major difference is not the size of the law firm, but the type of clients primarily served.
Those who study the data of law practice have noted that
Virtual ABA TECHSHOW 2021 is a Great Event and a Real Bargain
ABA TECHSHOW 2021 will be held March 8 -12, 2021 and will be virtual. But a virtual venue means it is much more affordable with lowered registration fees and no need for travel and lodging expense.
As you know, ABA TECHSHOW 2021 brings together attorneys, legal technologists, thought leaders, law professors and many legal tech
10 Top Technology Tools for the Small Firm Lawyer
Let me stress this is “ten top” tools, not a ranked Top Ten list. But these ten types of tools should be on the agenda for implementation in most solo and small firm practices.
Here’s the quote I’d emphasize from the column.
The most significant observation I have distilled from the past year is the
The Copier in Your Pocket
It is now a cliché to note that we have more computing power in our mobile phones than NASA had at its disposal during the moon missions. Today we’ll discuss harnessing one bit of that power with scanning apps.
Suppose you are visiting with a client outside of your office and the client shows you
Client Portals Are Now an Essential Service for Law Firms to Offer
The Oklahoma Bar Association has a new digital publication called Courts & More. It is sent to OBA members and features links to the recent Oklahoma appellate court opinions and other Oklahoma legal news. I write a practice management feature for that publication and will republish it here the week after it goes out to
Oklahoma Bar Virtual Annual Meeting Features Great, Free Content for OBA Members
The 2020 OBA Annual Meeting kicks off today. It is virtual this year and Oklahoma lawyers can register for free for some great programming. Our Annual Meeting offers 12 hours of MCLE credit including several hours of ethics education. It is not too late for OBA members to register.
I’m going to focus on
Automated Document drafting can be Simple with OBA Intellidrafts (October 26, 2020)
Lawyers can benefit from automated document drafting of routine documents. The challenge is investing the time and money to automate document this process. OBA members have another option: OBA Intellidrafts. This subscription offering includes about 175 forms/templates, including the computation for Oklahoma Child Support Guidelines. We wanted something like the old OBA Formbook, but