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  • December 12th, 2016

    ♫ It’s coming on
    It’s coming on
    It’s coming on
    It’s coming on
    My future is coming on…♫

    Lyrics and music by: Damon Albarn, Teren Devlon Jones, Jamie Hewlett, recorded by The Gorillaz.

    cball

    (photo by Sean Creamer, used under a Creative Commons Licence)

    The predictions are coming in fast and furious! In this Part 2, we have prognostications from:

    • Jeremy Hessing-Lewis
    • Stephen P. Gallagher
    • Colin Lachance
    • Jared Correia
    • Tim Baran
    • Niki Black
    • Jordan Furlong
    • Larry Bodine
    • Darin Thompson

     

    Jeremy Hessing-Lewis

    jeremy-hessing-lewis
    Always a pleasure to see your name in my inbox. I’m happy to contribute a few predictions this year:

    Introduction:

    My cynical prediction for 2017 is that despite the emergence of hovercars and a buyer for Twitter, the legal profession will remain relatively unchanged. This follows the formal adoption of “plus ça change” as the official mission statement of the legal community. Despite this prevailing inertia, the legal innovation movement will rejoice with exciting news from the margins:
    1. Law as a Lifestyle Company: Traditional commitments to the billable hour meant that the practice of law rarely worked in half measures. As a lawyer in private practice, your options tended to be 0% employment or 130% employment. With the emergence of creatively structured alternative fee agreements (AFAs), we will see more lawyers opt for less than full-time practices. This will include increasing numbers of practitioners pursuing phased retirement, parents with young children, and those with employment or interests outside of the practice of law. While AFAs and new technologies will give law firms the option of becoming lifestyle businesses, regulatory bodies will struggle to keep-up with these changing practices.
    2. If This, Then…: With practice management technology fragmented among an increasing number of web applications, lawyers will become increasingly interested in the connections between these applications (the application programming interfaces or APIs). Direct APIs allow independent applications to share information. More complex intermediary tools (e.g. ZapierIFTT), will increasingly be used to weave together multiple APIs and automate administrative tasks within a practice. Ronco’s dream will finally be fulfilled: “Just set it and forget it.”
    3. Demographic Shifts: Baby boomer lawyers are starting to read obituaries of law school colleagues. There is no better motivation to reevaluate priorities than the passing of peers. The valuation and sale of practices will decline, to be replaced by younger lawyers who are simply willing to take on the files. For every client that is an asset, there is another that is a liability. We will see more succession planning that addresses continuity rather than cash.
    4. Renewed Commitment to Justice: Following Donald Trump’s electoral victory, the Lawyers of the Left secret Facebook group has accumulated over 188k members. Many of the posts to this group have featured lawyers from all practice areas renewing their commitments to justice. In particular, many mid-career lawyers have expressed a rekindled appreciation for why they went to law school in the first place.

    Thanks Dave and best of luck in the new year!

    About Jeremy Hessing-Lewis
    Jeremy is:
    Jeremy can be reached at jeremy@gosmall.ca or 604.229.2620 ext 2.
    Skunkworks Creative Group Inc. Jeremy Hessing-Lewis / Senior Digital Advisor
    jeremy@skunkworks.caSkunkworks Creative Group Inc.
    604.739.8976
    600 – 55 Water StreetVancouver, BC V6B 1A1
    http://skunkworks.ca

     

    Stephen P. Gallagher

    amelia-da-pic

     

    Aging of the legal workforce has finally hit the “proverbial brink wall.” According to a recent Oregon Attorney Assistance Program (OAAP) Retirement Survey, of the 6000 members over 50 who filled out the survey, bar members 60 – 69 represented over half (53%) of survey participants. To add insult to injury, 50% of these respondents report that they are planning on retiring from legal practice in the next five years. The brain-drain is clearly underway.

    • In order to continue to attract talent, law firms will have to demonstrate concern for senior partners who need support in moving away from full-time practice. Young lawyers will be watching this very quickly. The worst thing that a firm can do is to do nothing about it.
    • In order to continue to attract talent, law firms will have to adopt more flexible career paths for all lawyers that include formal flex-time guarantees for both aging lawyer as well as mid-career lawyers, who may not want to “Die at their Desks”.

    Stephen P. Gallagher sees himself as a student of the legal profession. I am a former Director of Law Practice Management for the New York State Bar Association. Currently, I am a Baby-boomer born in 1946, and since I have been working in the legal profession for the past thirty-years, I consider myself a bit of a transition expert. I am an adjunct instructor of marketing at a Jesuit university, and I work with law firms and bar associations, to help get conversations started regarding the Aging of the Legal Marketplace.  I have a limited coaching practice built around grandchildren’s schedules.  sgallagher@leadershipcoach.us

     

    Colin Lachance

    colin-lachance

    My first inclination in looking ahead to the future of law in 2017 is to look into what has happened in other industries over the past 5 to 10 years and pick from there the changes that the legal industry might be ready to face. But as even that might be too fanciful a thought, I’ll instead over some broad predictions of what’s ahead without going too deeply into whether or which might hit the business of law.

    1. Cloud backlash.  No I’m not talking about arguments against moving services to the cloud in the first place, but backlash and exhaustion from those who have been there for some time. Two triggers here: sheer volume and unwanted sharing. Honestly, I don’t seem to go very long without having or choosing to sign-up to a new cloud-based service to carry on my business and personal life. But what really begins to concern me is losing visibility and control of cross-service data sharing (i.m looking at you, G-Suite!). Surely, I’m not alone in this. But we press further into this world even as the news mounts of privacy breaches at one after another provider, and even as the daisy chain of our digital identities exposes our complete selves to the weakness of security practices at any link. I can’t tell you what form the backlash will take or what options exist, just that anxieties will be high and that 2017 will be the year we start to figure out what to do.
    1. Alexa, Siri and their friends move into the corporate world. As leaps in voice recognition begin to combine naturally with leaps in Natural Language Processing, machine/deep learning and knowledge management, the corporate world will start to wonder why it’s spending so much time typing things into in-house search and document management systems. With prime time for this still a few years down the road, 2017 will feature plenty of articles and profiles of companies that operate on voice commands to call up corporate knowledge. Think: “Computer, put the 2016 Johnson – Smith contract on screen. Read me Paragraph 4.”
    1. Giants begin to fall. Jack Welch of GE fame was found of saying he only wanted the company to be in businesses where they could be the number 1 or number 2 player. 2017 is the year a lot of number 2 players lose their spots or at the very least find that being number 2 ain’t all that special. In all domains, but especially in those reliant on the burgeoning AI field, innovators will lower or remove barriers and undermine pricing strategies of market incumbents.

    Bio and contact info:

    Colin Lachance, as CEO of Maritime Law Book, is currently leading the launch of Canada’s newest case law research platform (Compass) through which he hopes to contribute to the realization of his third prediction. A business advisor and lawyer, Colin served as CEO of the Canadian Legal Information Institute (CanLII) from 2011 to 2015 and in that capacity was profiled by the ABA Journal as a “Legal Rebel” (2014), by Canadian Lawyer Magazine as among the “Top 25 Most Influential” (2014), by the Canadian Bar Association as an innovator who is “Doing Law Differently”, and by Fastcase as a member of the 2013 Fastcase 50 class of legal innovators and visionaries. Prior roles included senior positions in advocacy, marketing and lobbying with a national telecommunications company. An average and unimpressive student in all his schooling, he added a technology-focused LL.M. in 2013 to the degrees in business and law obtained in the bloom of youth.

    A frequent speaker and author on legal information, technology and market development topics, his recent professional commitments included consulting with firms, corporate legal departments, access to justice organizations, courts, law associations and others through PGYA Consulting. In 2016 he served as an advisor to numerous legal tech startups, to a government-funded research study into access to justice mobile apps, and was an industry advisor to the legalX cluster at Toronto’s MaRS Development District during its first year of operation. He practices communications law part-time in association with Momentum Business Law in Ottawa, Canada, but otherwise is of little use as a lawyer.

    Colin can be reached by email Colin@pgya.ca, phone 613-316-3290 and Twitter @ColinLachance

     

    Jared Correia

    OLYMPUS DIGITAL CAMERA

    • Seeking reduced competition, more favorable cost of living and improved lifestyle components, more solo and small firm lawyers will open practices in rural areas.
    • The use of modern technology, including cloud software, will allow them to remain competitive as against law firms located in large, urban centers.
    • And, these lawyers, freed from the hive mind mentality of big city lawyering, will be freed to try innovative approaches to marketing, client service and billing.

    Jared D. Correia, Esq. is the 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.  Red Cave also works with legal institutions and legal-facing corporations to develop programming and content.  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, including ABA TECHSHOW.  He regularly contributes to legal publications, including his column, ‘Managing,’ for Attorney at Work and a forthcoming advice column for Lawyerist.  Jared is the author of the American Bar Association publication ‘Twitter in One Hour for Lawyers’.  He is the host of the Legal Toolkit podcast on Legal Talk Network.  Jared also teaches for Concord Law School, Suffolk University Law School and Solo Practice University.  He loves James Taylor, but respects Ron Swanson; and, he tries to sneak Rolos when no one is looking.

     

    Tim Baran

    tim-080916

    I’m more of a here-and-now than a futurist. There are folks who are much, much smarter prognosticators, so I’ll leave it to them. However, here’s what I would like to see happen in 2017.

    Access to Justice – Good people are doing good work hosting hackathons, creating apps, and offering free and low cost criminal and civil legal help to those for whom justice is less than blind. Thing is, many of the folks who could use these services don’t even know they exist.

    I’d like to see justice warriors go to underserved areas and spread the word to folks who don’t know what they don’t know and spread the word. Like churches, synagogues, mosques, and other places of worship. Community centers, movie theaters, and street corners. Perhaps even an old retrofitted van or bus providing mobile justice. If you’re interested in starting a city by city movement, get in touch with me and let’s do this.

    Diversity – Again, lots of good work happening here but I’d like to see us take the long view. Start in high school. Lawyers beget lawyers and many of the rest can’t even visualize themselves in court or firms. College is too late. Many won’t get there without mentorship and the confidence that they belong.

    I’d like to see every Am Law 200 firm, corporate department, and federal and state court, offer a hands-on program for high schoolers including scholarships, mentorship, and internships. Yep, scholarships. Cold hard cash. Gotta walk the talk.

    Marketing – There needs to be less content and more connecting. And I’m a content guy. Everyone’s doing the same damn thing. It’s a no-win proposition. Webinars, E-Books, Blogging, Data Analysis? Everyone’s doing it, and someone’s doing it better than you.

    What would I like to see in 2017? Keep writing but do less of it and go deep. Don’t let your insatiable desire for bloody traffic water down your writing and distort your message and add to the noise. Use content to facilitate connections – like the invite to this collaborative post. Look outward for connections across clients, products and functions. Use content to facilitate the effort. Lots to unpack here. For more on this check out The Content Trap: A Strategist’s Guide to Digital Change by Bharat Anand. End of rant.

    Well, almost. Video seems to be the hot thing so of course everyone is jumping on that bandwagon. Go for it but make sure it’s useful for your intended audience and not salesy or narcissistic, the latter of which seems to be proliferating.

    Technology – So many good companies and applications in the legal space, so little time to test them all to determine which is best for you and your firm. I’d like to see some overdue consolidation in the industry. ‘nuff said.

    BIO

    Tim Baran is all about community. He’s engaged in improving the management and delivery of legal services and access to justice. He works on content, connections, and relationships with Rocket Matter. Tim is the author of Evernote for Lawyers and was named to the 2016 Fastcase 50 honoring the law’s techies, visionaries, and leaders.

     

    Niki Black

    nb-shot

    Technology is changing the legal landscape and providing lawyers with more options and better tools than ever before. Improvements and advances in software are making it possible for lawyers to be more mobile, collaborative, and responsive, while focusing on the work they truly enjoy. Lawyers will have more options than ever in 2017 to help streamline and improve their day-to-day work processes.

    For example, lawyers will have more options than ever when it comes to collaborating online. Litigators, in particular will benefits from software designed to facilitate collaboration between litigation teams. Using litigation case management software, teams of lawyers can collaborate and share notes about case-related evidence and documents in a secure web-based platform. Litigation collaboration by simplified and streamlined, thus reducing redundancies and inefficiencies in the litigation preparation process.

    And, advances in AI that reduce the repetitive tasks of day-to-day practice will increase exponentially in 2017. Using machine learning and advanced analytics, AI software is being designed to impact many areas of practice by reducing the amount of rote work often performed by lawyers.  For example, there are new software tools on the market that take advantage of AI to streamline timekeeping, contract review, due diligence analysis, and legal analytics for litigation. In 2017, you can expect to see many other new AI software products that will assist lawyers with any number of different functions. Of course, it’s important to emphasize that AI software will not replace lawyers; instead, it will remove some of the drudgery of practicing law from lawyers’ lives, allowing them to focus on higher level analytical thinking and on the needs of their clients.

    Here’s my bio:

    Nicole Black is a Rochester, New York attorney and the Legal Technology Evangelist at MyCase.com, legal practice management software. She is the nationally-recognized author of “Cloud Computing for Lawyers” (2012) and co-authors “Social Media for Lawyers: The Next Frontier” (2010), both published by the American Bar Association. She also co-authors “Criminal Law in New York,” a Thomson West treatise. She writes a regular columns for The Daily Record, Above the Law, and Legal IT Pros, and has authored hundreds of articles for other publications, and regularly speaks at conferences regarding the intersection of law, mobile computing, and Internet-based technology. She can be contacted at niki.black@mycase.com.

     

    Jordan Furlong

     

    furlong furlong furlong

    I admit, this might be wishful thinking. But I have a feeling that 2017 will turn out to be the year we reach a tipping point in the campaign to improve access to justice. I’m now encountering A2J in many different contexts outside the legal profession — in the mainstream press, at technology conferences, and among governments, think tanks, policymakers and corporations. It looks to me like access to justice, about which the legal profession has said a great deal but accomplished relatively little over the past few decades, has finally breached the consciousness of society at large.

    This may prove to be a double-edged sword for lawyers. On the positive side, bringing many more resources and many different and diverse perspectives to the A2J problem can only accelerate us towards a solution. On the negative side, as Lawyerist’s Sam Glover pointed out a few years back, we can close the access-to-justice gap, but lawyers aren’t going to like it.

    It is very clear to people outside the legal profession that lawyers are demonstrably unable or unwilling to make adjustments to their business model that would make their services more affordable to more people. It’s equally clear to these observers that the legal profession intends to indefinitely maintain barriers against “non-lawyer” service providers who could help enable more access to legal services. Whatever merits these positions might have when viewed from within the profession, I can assure you they have almost no traction outside it.

    Access to justice is about to become a mainstream social issue. When it does, it will leave the orbit of the legal profession, and along with it will go the profession’s ability to dictate or even influence the solutions that are eventually found. Those solutions will have consequences for lawyers, both intended and unintended, and not all of them will be good. But I suspect our window of opportunity to do much about that, a window that has been open for many years, is finally going to close.

    Jordan Furlong

    Jordan Furlong is an internationally recognized consultant and legal market analyst who forecasts the impact of changing market conditions on lawyers and law firms. He has addressed audiences throughout Canada, the U.S., Great Britain, Europe and Australia over the past several years, including law firms, law societies, state bars, courts, law schools, and numerous legal associations. Jordan is a Fellow of the College of Law Practice Management and a member of the Advisory Board of the American Bar Association’s Center for Innovation. He writes regularly about the changing legal market at his website, law21.ca.

     

    Larry Bodine

    Larry Bodine

    Here you go David. Happy holidays!

    2017 will see more plaintiff trial attorneys opening a mass torts practice area. There are already 250 federal mass tort dockets with 135,000 actions, primarily product liability cases involving defective medical devices and dangerous drugs. In fact, 36% of the entire federal caseload is composed of mass tort actions. Some of the better-known cases involve defective hip implants, talcum powder, blood clot filters, pelvic mesh implants, and drugs like Lipitor, Xarelto and Abilify. Mass torts, where multiple actions are consolidated before one judge, have surpassed class actions as the best approach for attorneys to hold giant corporations responsible. Listen to my webinar at https://goo.gl/R0SUOk.

    Attorneys will throw away less money on pay-per-click advertising, search engine optimization and other disposable forms of marketing. Instead, they’ll embrace content marketing, which creates a permanent online asset that grows with each new blog post. A basic website needs a minimum of 5,000 words to make a dent; to dominate a market an attorney should have 50,000 words online. And yes, lawyers are hiring attorneys to write all that copy for them. For a content clinic see https://goo.gl/sHcz82

    On social media, Facebook will be the single best place for attorneys to market themselves. Facebook has far more users, engagement and rapid growth than Twitter or LinkedIn. Facebook is social media for consumer clients, considering that 66% of adults log on to the social network every day and 80% use the Facebook smartphone app. Research show that a majority of consumers would hire an attorney who is active on Facebook. Check out my article at https://goo.gl/O9GZmu.
    Millennials will be the target market for many attorneys. There are 75 million of them — about 1/4 of the US population. With a spending power projected to reach $1.4 trillion in just four years they are buying cars, starting families and launching companies. So forget old-school marketing like print advertising, radio, internet pop-up  ads and print mail campaigns. Millennials are on their smartphones, checking out attorneys blogs, videos and social media.
    Larry Bodine:

     

    Darin Thompson

     darin thompson

    Legal expert systems will continue to increase access to justice

    Access to justice will increase thanks to expanded use of legal expert systems. In BC, we already have 3 great examples. The Legal Services Society’s MyLawBC platform supports users in the area of family law, foreclosures, and wills & estates. The Civil Resolution Tribunal’s Solution Explorer platform is supporting users with condominium disputes, with small claims coming soon.  BC’s Residential Tenancy Branch recently launched a new expert system for landlord-tenant disputes, also using the Solution Explorer platform.

    As a by-product of this expanded use of legal expert systems, we will see the emergence of new ‘legal knowledge engineers’ who are trained to put expert legal reasoning and guidance in the hands of non-expert users (i.e. the public). If you’ve read any of Richard Susskind’s works lately, you’ll be familiar with his description of the new role of the legal knowledge engineer. Several knowledge engineers have already been trained to create and maintain Solution Explorer content. And Thompson Rivers University Law’s new course led by Prof. Katie Sykes will bring this training directly to the law school environment.

    Expert systems are also being used for triaging legal aid users in places like New Mexico. The recently announced Microsoft Statewide Legal Access Portal Project, which includes at least $1 million in technical development from Microsoft to create a legal access portal will also include a legal expert system component. This initiative could add considerable momentum to the development and deployment of expert systems in the legal domain.

    Online Dispute Resolution (ODR) will become more ‘normal’ for public justice

    Colin Rule covered this better than anyone can in the 2017 Predictions – Part 1 post. But I’m going to +1 him on it anyway.

    The digital-first model of the Civil Resolution Tribunal represents a big leap forward in this area. BC’s first public justice ODR service created by the Property Assessment Appeal Board in 2011 helped to pave the way for the CRT, thanks in a large part to the work of Colin Rule’s company Modria.

    Now that England and Wales has crystallized its intention to create online courts, it will make it harder for courts in other jurisdictions to argue that ODR is somehow unsuitable for public justice processes.

    I agree with Colin that 2017 will see ODR continue to move forward in courts, tribunals and other key public justice services.

    People will stop asking “Should we do ODR in the public justice system?” and start asking instead “What will it look like, and when do we start?”

    Bio:

    Darin Thompson is a lawyer with the BC Ministry of Justice. He has helped to initiate multiple projects using online dispute resolution (ODR) and is a former member of the Canadian delegation to the United Nations Working Group on ODR. He is also part of a team that developed a knowledge engineering process for legal expert systems.

    Darin is also an adjunct professor of Legal Information Technology at Osgoode Hall Law School and the University of Victoria Faculty of Law. He holds a BA (with distinction) and a JD degree from the University of Victoria and an LLM (with distinction) in Innovation, Technology & Law from the University of Edinburgh.

    More at: http://darinthompson.ca/about/

    More predictions are to come in Part 3!  Stay tuned!

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    December 7th, 2016

    ♫ Hey, how you like it?
    How you like it?
    I see the future, baby
    You and I, better with time…♫

    Lyrics and music by: Bryan Michael Paul Cox, Johnta M. Austin, Kendrick Ashley Jevon Dean, Mary J. Blige, recorded by Mary J. Blige.

     

    crystal-ball

     

    In this first instalment of the predictions for 2017 ( I just asked for submissions yesterday! ), we have predictions from:

    • Colin Rule
    • André Coetzee
    • Ross Fishman
    • Bob Denney
    • Sharon Nelson and John Simek

    More predictions will follow in Part 2!

    Colin Rule:

    crule at cpr[1]

    Wow, Buzz nailed it last year! I was overly optimistic about timing, but I still feel my 2016 prediction is on track.

    Here’s my 2017 version:
    The time has come for ODR in the Courts in North America.  You’ll see major statewide and province-wide pilots of ODR technology within legal service bureaus (following the lead of MyLawBC) as well as in individual courts, especially family, small claims, and traffic.  Tools digitizing the courts from within like Matterhorn (http://getmatterhorn.com/) will also continue to gain traction, with companies like Tyler and Xerox paying close attention.  Conferences for judges and court administrators will have technologists delivering the keynotes, focusing specifically on mobile and the preferences of the younger generation.  There will also be a big jump in attention paid to ODR standards and certification efforts.  As it becomes clearer that ODR is for real, many articles will be written identifying the challenges behind ensuring quality and preventing kangaroo courts from cropping up.  New initiatives will be launched to expand dispute resolution ethics to cover systems designers and ODR platforms, in addition to updating ethics for individual mediators and arbitrators to specifically address the ethical conundrums that technology can engender.  Also, we’ll see more critical/skeptical coverage of ODR emerge in mainstream press (especially from legal journalists) as the move toward ODR in the courts starts to build up momentum.
    Thanks, David!  Have a lovely holiday…

    About Colin:

    Colin Rule is Co-Founder and COO of Modria.com, an ODR provider based in Silicon Valley. From 2003 to 2011 he was Director of Online Dispute Resolution for eBay and PayPal. He has worked in the dispute resolution field for more than a decade as a mediator, trainer, and consultant. He is currently Co-Chair of the Advisory Board of the National Center for Technology and Dispute Resolution at UMass-Amherst and a Non-Resident Fellow at the Gould Center for Conflict Resolution at Stanford Law School.

    Colin co-founded Online Resolution, one of the first online dispute resolution (ODR) providers, in 1999 and served as its CEO (2000) and President. In 2002 Colin co-founded the Online Public Disputes Project (now eDeliberation.com) which applies ODR to multiparty, public disputes. Previously, Colin was General Manager of Mediate.com, the largest online resource for the dispute resolution field. Colin also worked for several years with the National Institute for Dispute Resolution (now ACR) in Washington, D.C. and the Consensus Building Institute in Cambridge, MA.

    Colin has presented and trained throughout Europe and North America for organizations including the Federal Mediation and Conciliation Service, the Department of State, the International Chamber of Commerce, and the CPR Institute for Dispute Resolution. He has also lectured and taught at UMass-Amherst, Stanford, MIT, Pepperdine University, Creighton University, Southern Methodist University, the University of Ottawa, and Brandeis University.

    Colin is the author of Online Dispute Resolution for Business, published by Jossey-Bass in September 2002. He has contributed more than 50 articles to prestigious ADR publications such as Consensus, The Fourth R, ACResolution Magazine, and Peace Review. He serves on the boards of the Consensus Building Institute and the PeaceTech Lab at the United States Institute of Peace. He holds a Master’s degree from Harvard University’s Kennedy School of Government in conflict resolution and technology, a graduate certificate in dispute resolution from UMass-Boston, a B.A. from Haverford College, and he served as a Peace Corps volunteer in Eritrea from 1995-1997.

    André Coetzee
    Andre Coetzee

    Predictions for 2017

    • Firms instead of adding more square footage to their office space as they grow, will turn to hosted services to create a hybrid of physical office space with legal professionals working virtually, saving time, money and creating a great modern working environment;
    • Technology being flexible, mobile and nimble are all expected from legal professionals. Being able to work from anywhere and enjoying flexible hours will assist firms in attracting top young talent who not only want a successful career but also work life balance;
    • Powerful mobile devices allow firms to leverage technology advancements in web based video conferencing to more efficiently communicate with clients and staff alike;
    • An even greater push to go paperless resulting in reduced cost, better efficiencies and the added bonus of saving the planet. By moving to paperless offices there will be more demand for document management software that allows firms to access and search for digital documents quickly and easily;
    • Continued focus on security and protection of data:
      • greater adoption of two factor authentication;
      • more centralized user access management and single sign on to the myriad of applications people use i.e. getting the user access to what they need at the right time with the right privileges;
      • predictive security software and tools to protect firm’s data against ransomware and other malicious attacks;
    • Applications that extract data from multiple legal and business applications\data sources and then mines and analyzes the data to pick up trends and perform predictive forecasting. This will lead to better serving clients and potentially finding new ones;
    • Integration of CRM based applications with VoIP on a hosted desktop i.e. being able to call a client by clicking on their number in your CRM application and dialing from your VoIP soft phone loaded on your hosted desktop. When a client calls in it will automatically pick up their company and contact information and pop up on your screen before you answer the call;
    • The way we interact with technology is going to be more experiential and tactile driven by Artificial Intelligence, Augmented Reality and Virtual Reality. Check out Magic Leap for a glimpse of the not too distant future – www.magicleap.com;

    André Coetzee, MBA, PMP, BA, H.Dip.Ed.

    (Master’s in Business Administration, Project Management Professional, Bachelor of Arts, Higher Diploma in Education)

    Andre Coetzee is a Director and a founding partner of i-worx, a Premium Hosting Service Provider for law firms. Andre is constantly researching and exploring new and better Hosted IT services with the goal of continuously providing legal firms a premier IT experience. As a result i-worx has developed a reputation for delivering innovative Hosted IT services to law firms, including Hosted Desktops, Hosted Email and secure file sharing with exceptional personalized service. For more information or to learn more about how hosted services could benefit your Firm, call 604.639.6300 or email andre@i-worx.ca.

     

    Ross Fishman

    ross-fishman

     

    Although future predictions are always challenging, my 2017 crystal ball is looking more like a Magic 8 Ball — “Try again later.”  At the moment, Cassandra can’t even foresee what she’s going to have for lunch. (And who’d believe her anyway?)

    That being said, in light of the new political environment, I’m feeling pretty confident about my predictions, below.   Here are the practice areas I feel are going to be especially hot in 2017, and why:

    • In 2017, the new administration will enact harsh new regulations, risking a trade war with China, and making international trade an especially hot practice. Unless, you know, they don’t.  And it isn’t.
    • We’ll start building a wall with Mexico, generating high demand for both construction and immigration lawyers. Unless we don’t.  And they aren’t.
    • The US Supreme Court nominee will be provocative and polarizing, increasing demand for Supreme Court specialists. Unless s/he isn’t.  And it doesn’t.
    • A major Twitter faux pas will create an international incident in Latin America, expanding Florida-based Latin American practices. Unless that never happens.

    Hell, I don’t know. I got nuthin’.

    BIO:

    “Many people consider [Ross] to be the nation’s foremost expert on law firm marketing.” – Of Counsel magazine

    Ross Fishman, JD, is CEO of Fishman Marketing, specializing in strategy, branding, and websites for law firms.  A former litigator, marketing director, and marketing partner, he has helped 200 firms stand out from the competition and generate revenue (see fishmanmarketing.com/results for 100 case studies).  A popular keynote speaker and Ethics CLE presenter, he has given 250 presentations worldwide.  Ross’s popular “The Ultimate Law Firm Associate’s Marketing Checklist,” called a “marketing bible” by Of Counsel magazine, is available on Amazon at https://goo.gl/HsrmbE.

    A Fellow of the College of Law Practice Management, he was the first inductee into the Legal Marketing Association’s “Hall of Fame.” Contact him at ross@fishmanmarketing.com or +1.847.432.3546.  Follow him on LinkedIn (linkedin.com/in/rossfishman) and Twitter @rossfishman), and subscribe to Fishmanmarketing.com/BLOG.

     

    Bob Denney

    Robert Denney

    Here are my humble – and not-so-humble – predictions:

    • There are always changes in the legal profession, particularly in
      the United States, when there is a change in Administration. There
      will be more than ever in the next few years under the Trump
      Administration.
    • Immigration and cybersecurity will have the most dramatic growth.
    • The push for Alternate Energy will cool down, at least in the U.S.
    • Law firms will hire more professional business developers, i.e.
      non-lawyer sales executives, following what has been a common
      strategy in the accounting profession for decades.
    • Some law schools will close because of the continued decline in
      jobs for their graduates.
    • The number of Alternate Business Providers – non-lawyer entities
      – and the services they provide will continue to grow.
    • Alternate Business Structures (ABSs) with non-lawyer ownership or
      investment will be approved in Canada but not yet in the U.S.
    • The number of non-lawyer management and administrative positions
      in even mid-size firms will grow.

     

    ROBERT W. DENNEY

    President, 

    Bob Denney has provided incisive management, business development and leadership counsel to over 400 law firms and legal organizations throughout the United States and parts of Canada  He is the author of the highly regarded reports on “What’s Hot and What’s Not in the Legal Profession.”

    He has been a Fellow in the College of Law Practice Management, has served on the Board of the Legal Marketing Association and is a member of the LMA’s Hall of fame.  He has written or co-authored seven books, two of which were published by the American Bar Association, as well as articles that have appeared in many legal publications. He has been interviewed by the ABA Journal, The Wall Street Journal, The Philadelphia Inquirer and The New York Times and has conducted webinars and national TV seminars on law firm management and business development.

    Bob has addressed conferences sponsored by The American Lawyer, the ABA, the Canadian Bar Association, the Law Society of British Columbia, the Association of Legal Administrators, the Legal Marketing Association and numerous state bar associations.  He has also been a guest speaker at several law schools.

    He graduated with honors from the University of Pennsylvania.  After serving as an officer in the Navy, he did post-graduate work at the Wharton School towards an MBA.  In the first phase of his career, Bob was President of a national cosmetics company and was also Vice-Chairman of that industry’s principal trade association. In that capacity, along with Ralph Nader, he testified before a Senate sub-committee.

    In addition to being active in charitable and professional organizations, Bob and his wife have raised nine children and live in suburban Philadelphia.

    Note:  Some of Bob’s articles as well as many of his Legal Communiques are published on his web site, www.robertdenney.com, 154 Chandler Drive, West Chester, PA 19380• 610-431-2077 • cell 610-804-7850, email: bob@robertdenney.com • web site: www.robertdenney.com

     

    Sharon Nelson and John Simek

    simekSharon Nelson 2

    Predictions for Dave Bilinsky

    1. Our first prediction is that no one will know what cybersecurity will look like until the Trump presidency is well underway. Mr. Trump is an unknown. If what he says is true, he does not value privacy in the context of what he sees as the fight against ISIS and others – and this does not bode well for the Constitution. Mind you, we were not happy with some of the privacy invasions which took place under Mr. Obama’s administration.
    2. Ransomware will get ever MORE crafty – and ransoms, which have gone up sharply in 2016, are likely to go even higher. It is not unusual at this point to see bitcoin ransoms in the $2500 range where law firms are compromised.
    3. The media has begun to report that the luster is off Apple and we believe that trend will continue. The truly innovative days of Steve Jobs appear to be gone. We have seen many clients switch from iPhones to Androids and embrace the Surface Pro.
    4. An increasing focus on tech CLEs seems likely. Florida, in 2016, mandated tech CLEs and we, in Virginia, have seen VSB TECHSHOW (capped at 500 attendees) sell out twice – and we expect to see it fully sold out again in April of 2017 – there is a great hunger among lawyers for good tech CLEs by speakers they can understand.
    5. We expect more major IoT breaches of personally identifiable information. We are at the point where it may cause actual physical harm or a huge financial impact.
    6. Continued implementation of encryption everywhere is very likely. Encryption by default is now standard in so many places.
    7. We predict, sadly, that a lot of solo and small practitioners will find that they are not selling what clients want to buy – primarily lower prices when technology is effectively leveraged.
    8. We also expect to see a greater usage of client portals – another way of protecting confidential data – and a feature that clients absolutely love.
    9. Block chain technology will begin to make inroads in the legal process as a method of authentication.
    10. Lawyers will increasingly understand that they must “fish where the fish are” – in social media. We have seen a great interest in CLEs which teach attorneys how to effectively manage and leverage social media.

    About John and Sharon:

    Sharon D. Nelson, Esq.

    Sharon D. Nelson, Esq., is the President of Sensei Enterprises, Inc., a digital forensics, information security and information technology firm in Fairfax, Virginia. 

    Ms. Nelson is the author of the noted electronic evidence blog, Ride the Lightning and is a co-host of the Legal Talk Network podcast series called “The Digital Edge: Lawyers and Technology” as well as “Digital Detectives.”

    She is a frequent author (fifteen books published by the ABA and hundreds of articles) and speaker on legal technology, information security and electronic evidence topics. She was the President of the Virginia State Bar June 2013 – June 2014 and a past President of the Fairfax Law Foundation.

    She may be reached at snelson@senseient.com 

    John W. Simek

    Mr. Simek is the Vice President of Sensei Enterprises, Inc., an information technology, digital forensics and information security firm located in Fairfax, VA. Mr. Simek has a national reputation as a digital forensics technologist and has testified as an expert witness throughout the United States. He holds a degree in engineering from the United States Merchant Marine Academy and an MBA in finance from Saint Joseph’s University.

    Mr. Simek holds the prestigious Certified Information Systems Security Professional (CISSP) and EnCase Certified Examiner (EnCE) certifications in addition to multiple other technical certifications. He currently provides information technology support to hundreds of Washington, DC area law firms, legal entities and corporations. He is a co-host of the Legal Talk Network podcast Digital Detectives. He is a frequent author (fifteen books published by the ABA and hundreds of articles) and speaker on legal technology, information security and electronic evidence topics.

    He may be reached at jsimek@senseient.com.

    Thank you to all the authors!  We will gaze further into the future in Part 2!

     

    Posted in Adding Value, Budgeting, Business Development, Change Management, Cheap is Good but Free is Better!, Firm Governance, Fraud and theft, humour, Issues facing Law Firms, Law Firm Strategy, Leadership and Strategic Planning, Make it Work!, personal focus and renewal, Technology, Tips, Trends | Permalink | 1 Comment »
    December 6th, 2016

    ♫ Tell me, tell me where I’m going
    I don’t know where I’ve been
    Tell me, tell me, won’t you tell me
    And then tell me again
    My heart is breaking, my body’s aching
    And I don’t know where to go
    Tell me, tell me, won’t you tell me
    I’ve just got to know
    Crystal ball
    There’s so many things I need to know…♫

    Music and lyrics by: Tommy Shaw, recorded by Styx.

    2017

     

    At this time of the year, I call for our gentle readers to submit their predictions for 2017.

    I would love to hear from you and read your thoughts on what the year will hold for the legal community.

    Topics can range from: access to justice, security, legal software, justice and online dispute resolution, big law, solo and small firm issues, alternative business structures, changes in legal regulations, business development, legal marketing, change management, firm governance, moving to paperless  or moving to Mac (or back to Windows), quality of life, tips and trends …all these topics and more are on the table.

    Results will be posted in a series of articles near the end of December.

    I would love it if you put your thinking cap on and send me your prediction.  Let’s see what we can do together as there are so many things we need to know!

    Posted in Adding Value, Budgeting, Business Development, Change Management, Firm Governance, Fraud and theft, humour, Issues facing Law Firms, Law Firm Strategy, Leadership and Strategic Planning, Make it Work!, personal focus and renewal, Technology, Tips, Trends | Permalink | No Comments »
    September 1st, 2016

    ♫ I ain’t gonna do you wrong while you’re gone
    Ain’t gonna do you wrong ’cause I don’t wanna
    All I’m askin’
    Is for a little respect…♫

    Lyrics and music by Otis Redding, recorded by Aretha Franklin.

    wheelchair-567812_640

    How can you fully advise the client who may have diminished capacity or who may be someone with differing abilities? There are many aspects to this issue, such as advising the client who may:

    • Have a diminished mental capacity due to age, disease, injury, psychological or other condition which may change or vary from day to day or perhaps during the day, such as being better in the mornings than they are in the afternoons;
    • Have different physical abilities, such as being confined to a wheelchair or be unable to read, hear or move in one or more ways;
    • Be under a legal disability (such as a minor);
    • Be dependent on the physical or mental support or guidance of another (whether or not there is in place a power of attorney or other legal document authorizing such support);
    • Be in a situation where they are facing a quickly declining physical and/or mental capacity;
    • Be someone who does not speak, read or understand English;
    • Be someone from a different culture with different cultural norms and experience with a different legal system;
    • May have the ability to only be able to focus for a short while or only comprehend issues when they are expressed in their simplest terms;

    A lawyer presupposes that they are dealing with a fully competent individual who has the full mental and physical capabilities  to comprehend her or her legal affairs, who can appreciate the reasonably foreseeable consequences of their decision or lack of a decision, who can fully comprehend what is communicated to them and who can provide instructions to the lawyer sufficient to allow the lawyer to act in their best interests.  Where these assumptions are placed in jeopardy, the lawyer has to assess if he or she is in a position  where they are incapable of getting instructions from the client or entering into binding legal relationships.

    There is much that can be done for someone under a physical disability. Your office can be designed to be accessible with an elevator, disabled parking,  accessible washrooms and have accessible private meeting spaces where the client can use any aids that may assist in their reading, listening or comprehending  your instructions with dignity.

    For those clients who do not identify within the binary male-or-female system, then consider increasing gender-inclusive terminology and gender-neutral facilities. Fill-in forms can use terminology such as “Male”, “Female” and “Other”. Clients can be given the space to choose their own pronouns.  Steps such as these would go a long way towards creating an inclusive environment to a community struggling for acceptance and provide them with the assurance they need to seek legal advice.

    When it comes to a possible mental capacity, the lawyer must determine if the client has sufficient capacity to properly instruct you as their lawyer. Capacity can vary with any number of factors from medication, to physical conditions that affect mental acuity, cognition issues relative to the time of day and the like.  You may need to enlist the support of family members and/or the Public Guardian and Trustee to ensure that the interests of the client are protected (and that the client is not subject to undue influence).

    Comprehension of our legal system as compared to other legal systems that the client may have experienced must be gauged on a case by case basis to ensure that your client fully understands the consequences of taking a decision or failing to do so under our legal system to ensure that they are not operating from a mistaken belief or misapprehension of how the law is applied in any particular situation.

    Legal disabilities can be addressed by seeking litigation guardians, committees and the such to serve as people legally designated to make decisions on behalf of your client, always guarding against the possibility that this legal representative may not be always acting in good faith or with the best interests of the client in mind.

    If your client is facing an anticipated quick decline in physical or mental capacity, then if you accept the retainer, you would wish to ensure that you could compete the retainer such that your client’s wishes are fully carried out prior to the loss of capacity.

    If you have a client with a limited ability to comprehend or focus, then to as great a degree as possible you would want to simplify the issues while still being able to receive instructions that allow you to protect the interests of the client. Furthermore, you may be dealing with a client who is fearful that their costs would escalate due to the increased time they require to process information and make decisions.

    Ask yourself: When it comes to advising the client who may have special needs and/or capabilities, as lawyers, to the greatest degree possible, are we able to give them what they are asking for, namely a little bit of inclusion and respect?

    -Hat tip to my daughter Lauren, medical student, for collaborating with me on this column.

    Cross-posted to tips.slaw.ca.

    Posted in Adding Value, Firm Governance, Issues facing Law Firms, Leadership and Strategic Planning, Tips, Trends | Permalink | No Comments »
    August 18th, 2016

    ♫ Their habits, I confess
    None can guess with the couple…♫

    Lyrics and music by Sammy Cahn and Neal Hefti.

    oscar or felix

    Look at your desk and office. Whose office does yours resemble?  Oscar Madison’s or Felix Unger’s? Is your desk neat and tidy or more a hodgepodge of piles of paper, old coffee cups and files stacked everywhere with food wrappers interspersed? Of course The Odd Couple accented the extreme personal differences between Oscar, who is perhaps the world’s most famous slob and Felix, the extreme clean freak, as a way to create an underlying comedic friction as the backdrop for the show.

    But according to George Rains, your desk says a lot about you and your work habits.  George states that there are at least 3 reasons to keep a clean work space:

    #1 A clean work space projects a Professional and Personal Image

    #2 Your office reflects on the image of your firm

    #3 A clean office can help maintain personal health

    George is not alone in advocating for a clean and tidy workspace. Pat Heydlauff states:

    According to the National Association of Professional Organizations, paper clutter is the No. 1 problem for most businesses. Studies show the average person wastes 4.3 hours per week searching for papers, which adds stress and frustration to the workplace while reducing concentration and creative thinking.

    Renae Nicole states that a clean workspace reflects on the overall morale of the organization. A clean and tidy desk reflects on how someone views their job.  She also reinforces that a chaotic workspace can hinder efficiency.

    So look at your desk and office.  Are you more like Felix or Oscar?  Fortunately it isn’t too late – salvation is at hand – all of us can aspire to better habits – starting today!

    (if you want to take a short online test to see if you are more Felix or Oscar, click here).

    (concurrently published on tips.slaw.ca)

    Posted in Adding Value, Change Management, Firm Governance, humour, Issues facing Law Firms, Law Firm Strategy, Leadership and Strategic Planning, personal focus and renewal, Tips | Permalink | No Comments »
    May 19th, 2016

    ♫ The future is here inside my hands
    As I travel the unknown…♫

    Lyrics, music and recorded by Coldrain.

     

    robot

    William Gibson coined the phrase: “The Future is already here – is just not very evenly distributed.”

    Well a very telling sign that the future is arrived is the appearance of a robot inside a law firm.

    Fortune Magazine, in an article entitled: “Meet Ross, the World’s First Robot Lawyer” states that:

    “Global law firm Baker & Hostetler, one of the nation’s largest, recently announced that it has hired a robot lawyer created by ROSS Intelligence, Futurism reports. Ross will be employed in the law firm’s bankruptcy practice which currently employs close to 50 lawyers.”

    Ross is based on IBM’s Watson.  He? She? (not sure how to genderize a machine – guess you select gender based on their name.  What about a robot named Lindsay?..hmmm) would be the perfect associate.  Finally firms can legitimately bill them out for working 24 hours a day. But I digress.  Ross is described as follows:

    “It can understand your questions, and respond with a hypothesis backed by references and citations. It improves on legal research by providing you with only the most highly relevant answers rather than thousands of results you would need to sift through. Additionally, it is constantly monitoring current litigation so that it can notify you about recent court decisions that may affect your case, and it will continue to learn from experience, gaining more knowledge and operating more quickly, the more you interact with it.”

    When man (or for that matter, women) go up against a machine, we all know that eventually the machine wins. Take Jeopardy! for example. So how long before the legions of young associate lawyers in firms are replaced by Ross-clones? For that matter, wouldn’t clients hire their own Ross (or get a slice of his/her time by sharing him/her with other corporations) and cut the law firm out of the equation altogether?

    Does a robot lawyer have to pass the bar exam?  What about insurance coverage, bar dues and continuing professional development? Is it possible to program the “evil robot lawyer” whose instructions are advising on ways to skirt, bend or break legal and ethical rules?

    The appearance of the world’s first robot lawyer is indeed a momentous occasion. However, I can’t help but feel the future is now here inside our hands…

     

    Posted in Adding Value, Business Development, Firm Governance, Issues facing Law Firms, Law Firm Strategy, Leadership and Strategic Planning | Permalink | No Comments »
    April 28th, 2016

    ♫ Love was out to get me
    That’s the way it seemed.
    Disappointment haunted all my dreams…♫

    Music and lyrics by Neil Diamond and recorded by The Monkees.

    Hal

    I have a confession to make. While I love technology, I am not quite sure the feelings are mutual. You see, technology has come to disappoint me so many times that I am questioning its intentions. In fact it causes me concern when thinking of the rise of artificial intelligence. You see, if technology at its current level of development can be so confounding, what lies in store when technology reaches some level of self-awareness?  It could be that we would move from our present epoch of relatively benign technology and cross over to the world of self-aware machines, we move into the state of “Artificial Malevolence”.

    Now I am aware that I am not the first to think of these things. In fact, being named Dave, the words of Hal in 2001: A Space Odyssey haunt me.  Hal was supposed to be ‘foolproof and incapable of error.’ However, when asked to take action that would save Dave’s life, he states, devoid of emotion: “I’m sorry Dave – I can’t do that…

    In fact,Wikipedia states that:

    “Siri”, Apple’s natural language voice control system for the iPhone 4S, features a reference to the film: it responds “I’m sorry I can’t do that” when asked to “open the pod bay doors”

    Well what happens when you ask your favourite technology to open a file and (since it mostly hasn’t – yet – reached the point of communicating by voice), simply displays text stating: “file not found” or words to that effect.  ARGH!!  Renting of garments, gnashing of teeth, pulling of hair!

    What is a mere mortal to do?  Well my standard remedy when dealing with malevolent technology is to have a data backup.  In fact, not just one, but rather..three.

    If you put all your eggs in one electronic basket there is a consequential rule that you should watch that basket very, very carefully. Accordingly, making copies of your electronic data and ensuring that this data is stored in at least two locations, one on a hardened hard drive (such as the ioSafe line of hard drives that are designed to withstand fire, flood, temperatures, immersion etc. for extended periods of time) and the second being a cloud storage system is not only prudent but well advised.  In fact I am now advising that you have a third backup. The third is a cloud-based backup that is not connected 24/7 to your network.

    Many firms that the writer has spoken to have been hit with various variants of ransomware malware. These malevolent applications encrypt everything they can find on your network and demands a ransom to be paid – otherwise they disappear taking the decryption algorithm with it…leaving your data …useless.

    In once case, fortunately, the firm’s cloud backup – which only backed up on a schedule and was not continually connected to the network – was left untouched by the malware and they were able restore their data without paying the ransom. This is perhaps one of the best arguments for backing your data up into a secure cloud backup that can remain isolated from a malware attack such as the ransomware nasties.

    It is important that you have a multiple layer redundant backup system. Don’t depend on a sole backup system…if that backup fails … you are left totally vulnerable. It is important to test your backup system and ensure that it is operating properly so that you can restore your data as needed. I have seen situations where the sole backup system seemed to be functioning fine until the time came when it was needed – and then the realization hit that the backup was corrupted and useless. In one such case what had been backed up to Dropbox was recovered … all other data was lost.

    The benefit of having a local hardened hard drive backup is that you can restore your data quickly in the event of a loss. Cloud backups…while wonderful for preserving your data in a safe location…will take considerable time to restore onto your network since you are limited by your download speeds. However, if your system is hit with a system-wide problem, such as ransomwear malware, a flood, fire or other disaster or a failure of your primary backup, you will be thanking your lucky stars for having a complete cloud backup no matter how long it takes to do the restore.

    Believe me, I have had to restore data from the cloud after a system-wide failure (did I mention that technology seems to hate me?). A fast Internet connection can never be fast enough when time is money. But ultimately, having a cloud backup made the difference between sheer inconvenience and absolute disaster.

    After all when technology is out to get you, you don’t want disappointment to haunt all your dreams.

    (cross-posted to tips.slaw.ca)

    Posted in Business Development, Change Management, Fraud and theft, humour, Issues facing Law Firms, Law Firm Strategy, Leadership and Strategic Planning, Technology, Tips, Trends | Permalink | No Comments »
    April 15th, 2016

    ♫ Lend me your ears and I’ll sing you a song
    And I’ll try not to sing out of key
    Oh I get by with a little help from my friends…♫

    Lyrics and music by John Lennon and Paul McCartney, recorded by The Beatles.

    town hall

    On Thursday April 14 between 1-3 pm pacific time, a world-first happened.  Chief Judge Crabtree of the British Columbia Provincial Court hosted a Twitter Town Hall.  Ian Mulgrew of the Vancouver Sun wrote about it: “Chief Judge hashes issues out on Twitter for first time.”  The Canadian Bar Association – BC Branch storified it and you can read the tweeted questions and answers here.

    With a bit of humour (allusions to the TV Show Night Court were made) along with quoting music lyrics, the Chief Judge did something that no other judge or court has done: he answered questions from lawyers, law students and the public on social media in real time.

    There are several remarkable features about this event. One is the openness that it symbolized along with the importance of being transparent to the public.  The second is that a social media platform such as Twitter (with its 140 character limit) could be used quite successfully by the Judge to engage in a lively and responsive dialogue. As Colin LaChance noted in his Slaw post in advance of the Twitter Town Hall, the Court via social media is delivering “useful and often fascinating content in a very human voice.”  The third is that an institution such as the Provincial Court has indicated that it is open to change and moving forward in new and interesting ways.

    Personally I believe that these innovations help make the Court, law and legal resolution a bit less imposing and formidable.  The Chief Judge, while being totally professional, showed that he is also approachable and real.  This Town Hall has helped put a real human face on the Court .  That is the power of social media and I for one am proud that it happened here first.  I am looking forward to further innovations from the Court as it seeks ways to improve access to justice.  As Chief Judge Crabtree stated, the Court will get by with a little help from its friends.

    (cross-posted to slaw.ca)

    Posted in Adding Value, Change Management, Leadership and Strategic Planning, Technology, Tips, Trends | Permalink | No Comments »
    March 10th, 2016

    ♫ Go, go, go New Justice Team
    Go team, go team, team team team
    Who’s that newest Justice Team…♫

    Music by Christopher Tyng, Lyrics by Ron Weiner, recorded by The New Justice Team.

    lady justice

    This is a cross-post with SlawTips.

    Changes are coming to SlawTips!  I would like to introduce our new enhanced team of practice tipsters.

    Our team will now include:

    • Michael McCubbin, Vancouver
    • Andrea Cannavina, New York City
    • Stacey Gerrard, Halifax
    • Sandra Bekhor, Toronto
    • Mark Morris, Toronto
    • Elizabeth Mah, Vancouver
    • Bjorn (Barney) Christianson, Portage la Prairie
    • Ian Hu, Toronto

    who will be joining Garry Wise and I in posting all the best tips that we can think of to assist you in practising law.

    A little about each of our newest team members:

     

    Michael McCubbin:

    Michael McCubbin v2

    Michael owns and operates a small firm with a broad focus on civil and administrative litigation and corporate-commercial law. In recent years, he has increasingly focused on regulatory compliance and risk management for businesses. He has run a paperless practice since its inception in the fall of 2011 and is a regular speaker on legal technology matters.

    Michael says that the things that he would like to write about are:

    • Integration of practice technology with hearing preparation
    • Adopting business practices from outside the legal profession to improve service quality and efficiency
    • Remote working arrangements and business/employment structures
    • Jurisprudential “catch up” with technology (Equustek Solutions?!)

     

    Andrea Cannavina:

    Andrea Cannavina

    Andrea Cannavina is the CEO and founder of LegalTypist, Inc. the premiere legal transcription, secretarial and administrative service to US based law firms. She helps attorneys and other service based professionals upgrade their business processes to digital in order to get more done with less – less cost, less time and less stress!

    An executive legal assistant, Andrea worked in various sized law firms in and around New York City since starting her career in the 1980’s. Andrea has been a professional legal secretary/ assistant for 20+ years and a Virtual Assistant since 2001.   ALL Andrea has focused on since opening her virtual practice is help lawyers and other legal professionals upgrade to digital in all the right places.

    Her site, LegalTypist.com specializes in providing experienced cyber secretarial services and has serviced law firms of 1-120+ attorneys along with private investigative firms, insurance agencies and other high volume reporting companies.

    After putting together LegalTypist’s tech, people and processes, and speaking with 100’s of attorneys, law firm administrators and legal IT types, Andrea expanded her focus in order to help any size practice.  In 2005, her site LawFirmSolutions.com went live to help larger firms looking to incorporate the web into their processes and solos looking for secure technology to use in their day-to-day practice.

    Andrea is passionate about digital security and has frequently presented on this and other topics, including e-mail overload and etiquette, website how to’s, projecting a professional image and upgrading to a digital workflow.

    Born in Hamilton, Ontario, Canada, Andrea’s family moved to Long Island, New York during her teenage years. She graduated from Glen Cove High School, attended Nassau Community College and SUNY Old Westbury.

    Andrea lives and works in Hicksville, New York, is married with two children, and has Rosie, the office dog as her constant companion. Along with making things work, Andrea enjoys camping, cooking and spending time with family and friends in the great outdoors.

    Andrea says that she would like to write about:

    • Systems, processes and organization of the office – people and tech.
    • Law practice management.
    • Getting Things Done.
    • What’s it’s like being on the other side of the desk.

     

    Stacey Gerrard:

    stacey gerrard

    Stacey Gerrard is a practicing member of the Nova Scotia Barristers’ Society and joined the Lawyers’ Insurance Association of Nova Scotia (LIANS) as LIANS Counsel in 2010. Graduating from the University of Ottawa’s National Program with bilingual degrees in both Common and Civil Law, Stacey relocated back to Halifax and pursued her interest in civil litigation first in a private firm and then with each of the Federal and Provincial governments until joining the Nova Scotia Barristers’ Society in 2008. In her current role, Stacey manages and handles assigned claims or potential claims against insured lawyers and provides professional support to the Risk and Practice Management program.

     

    Sandra Bekhor:

    sandra

    Sandra Bekhor, MBA, BSc, is a professional practice consultant focused on growing and enhancing Canadian, small to mid-sized law, architecture, accounting, consulting, healthcare and other professional practices. A senior marketing professional since 1992,

    Sandra has helped take leading entrepreneurs to a new level in the global marketplace with the introduction of business and marketing strategies as well as the enhancement of company structure and process. In September 2005, Sandra founded Bekhor Management with the intent to apply this acumen in a manner that would enable professionals to realize their vision for their practices.

    Sandra Bekhor speaks, teaches and writes about practice development for various professional associations and publications, including: The Lawyers Weekly, The Bottom Line, Investment Executive, Interior Designers of Canada (IDC), Ontario Association of Architects (OAA), Ontario Association of Naturopathic Doctors (OAND), Ontario Society of Chiropodists (OSC) and Canadian Vet.

    Sandra says that what she would like to write about, basically, her area of expertise, would fall into these categories:

    • Marketing
    • Branding
    • Online marketing
    • Offline marketing
    • Firm level marketing
    • Personal marketing
    • Coaching
    • Management
    • Planning -strategic plans, succession plans, retreats, marketing plans
    • Performance management
    • Human resources management
    • Partner / management meetings
    • Communication
    • Delegation
    • Leadership
    • Coaching

     

    Mark Morris:

    mark moris

    Mark began his career working as the Attorney General of Ontario’s Senior Policy Advisor. Following that, Mark founded Slatewood Retail Advisors, a retail consulting firm primarily focused on the restaurant and apparel market space. In that capacity, Mark transformed small local brands into national chain operations and worked to assist growing international businesses with their legal franchise work, their core branding and their operational workflows.

    Presently, Mark is a co-founder of Axess Law, one of Canada’s leading retail law firms with 10 locations in the GTA. Last month, Axess Law was selected as one of the Top 5 Canadian Innovative Law Firms by the Financial Times newspaper.

    Mark frequently lectures on Real Estate law and regularly teaches Real Estate Law Courses at the Ontario Real Estate College. In 2014, Mark was selected as one of Canada’s Top 25 Most Influential Lawyers and was recognized as one of the top 5 Legal Change Makers as rated by Canadian Lawyer magazine.

    Mark was called to the Ontario bar in 2002 and has an M.B.A. from the Rotman School of Management, a Law Degree from McGill University and a B.A. from the University of Toronto.

    Mark says he likes writing about how Law is changing as we move towards a volume based model of service delivery and about the new entrants that are making their mark on the practice.   On a purely legal level, he likes writing about consumer based legal services (developments in real property conveyance, wills etc) and ways that those changes affect consumers.

     

    Elizabeth Mah:

    Elizabeth Mah

    Elizabeth Mah is the owner of Paperclip Law, a different kind of law firm that helps families and businesses make the best (and biggest) non-litigation decisions of their lives. In her life before her 2 little girls, she enjoyed cooking and eating hot meals, reading and running without interruption, and throwing darts at a map and then travelling to them.

    Elizabeth says that since having her 2 little girls, she is  most interested in:

    • Time efficiency: in making my (and the team’s) time the most effective and productive that it can be
    • Business development/networking
    • Firm administration and strategy

     

    Bjorn (Barney) Christianson:

    Barney Christianson

    Bjorn (Barney) Christianson is the managing partner of the Christianson TDS offices in Portage la Prairie, MacGregor and Gladstone, offices which have operated with the Christianson name since 1970. His current practice is focused principally on transactional matters in the areas of Farm Real Estate, Corporate, Commercial, Estates, Municipal Law, and litigation relating to those matters.

    Bjorn frequently presents on practice management and office technology topics; some of the victims include the Law Society of Manitoba’s CPLED and MCPD programs, the Law Society of Upper Canada SSF Conference, the Lawyers Insurance Association of Nova Scotia, the Manitoba, Central and Western Manitoba Bar Associations, the CBA’s Skilled Lawyer Series, and the ABA TechShow. He provides practice management advice to the members of the Law Society of Manitoba in his spare time. Twitter @Bjornqc

    Barney says that the topics that he finds interesting and wishes to write about are:

    • time management (many sub-topics)
    • creating impressions for clients
    • managing expectations
    • civility
    • importance of clarity in emails
    • breaking bad news
    • blunt a.o.t nice (and therefore vague)
    • planning to buy and replace tech
    • staffing issues
    • sharpening your axe
    • anything to do with running a law office.

    Barney has named himself as the curmudgeon of the group; I am not quite so sure about that but I am looking forward to his wise postings!

     

    Ian Hu:

    Ian Hui

    As the face of Claims Prevention and practicePRO at LAWPRO Ian speaks, writes and blogs about practice management, claims prevention and lawyering issues. His mandate is to help lawyers succeed in the practice of law and avoid malpractice claims. Having had experience in private practice under his belt with various sizes of firms, Ian has seen some of the trials and tribulations lawyers go through.

    As a former Vice President of the Federation of Asian Canadian Lawyers he has mentored young lawyers and advocated for hundreds of lawyers and students as a group. Ian also has an interest in promoting diversity in the profession and has sat on various advocacy committees.

    Ian tells me that the things he is  interested in writing about are:

    • cognitive bias
    • happiness
    • new and young lawyers issues (being a professional, building career, soft skills, survival tips, managing time, etc.)

    Of course Garry Wise and I will also be continuing as contributing authors  and editors at tips.slaw.ca to this amazing team of thoughtful minds. I am very excited about this new phase in SlawTips and I (and I believe I can speak for Garry as well) look forward to seeing the thoughts, ideas and tips from our New Justice Team!

    -David J. Bilinsky, Editor, Vancouver BC.

    Posted in Adding Value, Budgeting, Business Development, Change Management, Firm Governance, Fraud and theft, Issues facing Law Firms, Law Firm Strategy, Leadership and Strategic Planning, Make it Work!, personal focus and renewal, Technology, Tips, Trends | Permalink | No Comments »
    February 25th, 2016

    ♫ I know that something has changed
    Never felt this way
    I know it for real
    This could be the start
    Of something new…♫

    Music and lyrics by: Matthew Gerrard, Robbie Nevil, recorded by Vanessa Hudgens.

    steve jobs

    (Photo: CC BY-SA 3.0)

    The American Bar Journal on April 1, 2015 posted an article on “100 Innovations in Law” by Jason Krause.  It is an interesting review (admittedly from an American perspective) of how law has changed over the last 100 years or so. It makes for an intriguing read, but with all due respect to the author, I would list most of the innovations as evolutionary innovation rather than disruptive innovation. I love Twitter, for example, but I wouldn’t necessarily say that it has proven to be highly disruptive on the legal profession. Even LegalZoom.com hasn’t really opened up new markets; it may have made more services affordable to more people but at least so far I don’t see it having a hugely disruptive effect on the profession.

    Why is innovation so hard in Law? Many factors can be cited here, such as law is a very conservative profession, that lawyers are not risk-takers, that lawyers have been taught to rely on precedent (old lawyer joke:  “The Managing Partner wants the firm to be innovative, to do things differently” to which the Management Committee asks: “Well, who else is doing it?”) and the like. But the true story is that innovation in most professions is difficult.  In fact it may be more difficult in law than other professions due to the structure of law firms.

    My friend Jordan Furlong put it this way in an article entitled “Why Lawyers Don’t Innovate“:

    So when managing partners ask me, “How can I get my lawyers to change?” I have to respond: You can’t make your lawyers do anything they don’t want to do. They’ll do something only if they decide they want to do it, and they’ll want to do it if encouraged by those they like, respect and trust. In a number of law firms, I’m sorry to report, building a culture of “like, respect and trust” among lawyers can be considerably more difficult than getting lawyers to adopt a new innovation. It requires a level of effort and openness and generosity that many lawyers these days feel they can’t afford. But I’m coming to think it’s the key to successful, long-term, sustainable law firm innovation. And it can be done.

    I think that really the Fundamental Attribution Error is at play here.  Wikipedia states:

    [T]he fundamental attribution error, also known as the correspondence bias or attribution effect, is the tendency for people to place an undue emphasis on internal characteristics (personality) to explain someone else’s behavior in a given situation rather than considering the situation’s external factors.

    In other words, lawyers are reluctant to innovate since the system in which they operate (the modern law firm) does not create a situation of trust that fosters innovation. They behave as they do since that is a rational response to the culture inside law firms.

    I have had the great good fortune to be part of a small group tour of Google and Facebook’s campuses in Palo Alto California.  There is no question that innovation is almost palpable in the air at these locations.  They have crafted an environment where innovative thinking is expected and fostered.

    If we truly want lawyers and law firms to be innovative, we need to change the culture. We need to know that when we enter an innovative firm, we all know that something has changed, that this could be the start of something new…

    (cross-posted to tips.slaw.ca)

    Posted in Adding Value, Business Development, Change Management, Firm Governance, Issues facing Law Firms, Law Firm Strategy, Leadership and Strategic Planning, Technology, Tips, Trends | Permalink | 9 Comments »