How do you charge what you’re worth without crossing ethical boundaries, or alienating clients? This blog offers insights for Oregon legal professionals to set fees that are fair, transparent, and sustainable. Covering ethical guidelines, practical business considerations, and communication strategies, learn how thoughtful fee setting protects your clients, your practice, and your professional integrity.
Why One Lock Isn’t Enough: Stronger Defenses with Multifactor Authentication (MFA)
Imagine locking your house but leaving your key in the door. Any thief could instantly walk in and steal your valuables. Locking your door alone does not protect your home. A similar security failure plagues law firms. Keep reading to learn more.
Avoid Getting Into Hot Water by Using Trust Accounting Software
Managing a law practice is about much more than representing clients. One of the biggest challenges for law practitioners, especially true solos and small firms, is maintaining an accurate trust accounting system. Read more to learn tips for keeping an accurate trust accounting system.
Tips for Keeping Your Communication Professional and Effective
Do you speak the same way in a job interview as you do when you’re at a concert with your friends? Probably not. Is your interaction with a police officer similar to how you behave with a family member? Again, unlikely. We tend to adjust our style based on our circumstances and company; and often we do so unwittingly. But in the practice of law, with words as our tools, it’s not enough to simply convey thoughts. We must have a deeper awareness of how we are communicating.
Client Onboarding Matters: Three Tips for a Smooth Journey
Think back to the last time you took a flight. Depending on the airline, boarding your plane was either a breeze or a scramble, and the experience may have shaped the rest of your trip. The same is true for new clients, specifically once you have taken on their case. A client’s introduction to your practice can affect the entire course of the representation.
PLF Email Domain Issue: Update
We are pleased to report that this issue has been resolved. Nevertheless, please continue to verify you are using the correct domain (osbplf.org) to ensure your emails reach us in a timely manner.
Take Note: Why Smart Notetaking Is an Important Tool for Your Practice
For most legal professionals, days often move quickly, or at least that’s how it feels. With everything that’s happening—court appearances, drafting pleadings, and client meetings, to name a few—it’s no wonder many people have never paused to understand the importance of taking notes or to find what works best for them. Great notetaking isn’t just administrative clutter: It’s an essential skill that can make or break your effectiveness as a practitioner.
Split Decisions: Fee Sharing Done Right
Fee sharing is a common part of doing business for many law firms. When handled well, this practice not only leads to better client outcomes but can also open new revenue streams and improve efficiency across the board.
Updated Video Tutorial! How to Create a Pleading Template in Word
This video shows you how to create your own pleading template from scratch. PLF Practice Management Attorney Monica Logan walks you through each step of the process, including creating the caption, line numbering, footer, and saving as a template. This step-by-step guide is perfect for attorneys and staff looking to streamline document formatting and avoid errors.
How Secure Is Your Cloud Storage? A Practical Guide for Lawyers (2025 Update)
As lawyers continue to rely on the cloud to store, share, and sync client files, questions around data security are more important than ever. Services like OneDrive, Box, Dropbox, and Google Drive may be convenient—but are they secure enough for confidential client information? The short answer: not always.
Navigating the Labyrinth of Client Files: Take Control of Your Filing System
Have you ever felt like your client files are out of control? Client file materials are often scattered throughout various locations and saved in multiple types of formats. Gone are the days of a single paper file stored neatly in your filing cabinet. Read on to learn more.
We’ve Got CLEs, Yes We Do!
If this is your MCLE reporting year, the deadline to complete all credits is April 30. As we approach the deadline, remember that the PLF maintains a comprehensive library of free OSB-accredited CLEs covering a wide range of topics!
Corporate Transparency Act Whiplash
The saga of the on-again, off-again Corporate Transparency Act (CTA) continues. This post is a summary of key CTA developments in 2025. Its implementation remains uncertain due to legal challenges, enforcement suspensions, and potential legislative changes and federal rulemaking. Practitioners are advised to stay informed about ongoing developments so they can help their clients navigate their obligations under the CTA.
Blueprint for a Successful Firm: The Business Plan
For any building project, a construction crew relies on a blueprint to outline the foundation and materials. This document ensures that the final structure aligns with the architect’s vision. Similarly, a business plan serves as a blueprint for your law firm. It defines your firm’s purpose and operations, helping you make strategic decisions to bring your vision to life.
Utilize the Power of Email Marketing for Law Firms
Is your firm optimizing email marketing strategies to achieve the most impactful results? This article discusses considerations and strategies for unleashing the power of email marketing and leveraging this versatile marketing channel to create unique opportunities for engagement.
PLF Welcomes New Board Members in 2025
The PLF is pleased to announce the addition of three new members to our board of directors this year. Lori Kaliher was appointed in November 2024 to fill an open Public Member position. Her term will expire at the end of 2028. Christine Coers-Mitchell and Brent Smith have been appointed as new board members effective January 1, 2025. Ms. Coers-Mitchell’s and Mr. Smith’s five-year terms will conclude at the end of 2029.
Oregon Federal Court Says Nonjudicial Foreclosure Is Debt Collection Under OUDCPA
The U.S. District Court for the District of Oregon was recently presented with the question of whether nonjudicial foreclosures fall within the scope of the OUDCPA in the case of Povey v. Castle & Cooke Mortgage. The federal court concluded that nonjudicial foreclosure is “debt collection” under the OUDCPA. And because the Oregon statute contains no limitation on its applicability to the enforcement of security interests, the court held that nonjudicial foreclosure is subject to the OUDCPA.
Corporate Transparency Act Dateline: December 31, 2024
Requirements under the CTA are evolving quickly. On December 3, 2024, in Texas Top Cop Shop, Inc. v. Garland, the U.S. District Court for the Eastern District of Texas issued a nationwide preliminary injunction temporarily blocking enforcement of the CTA's reporting requirements. After much overly dramatic back-and-forth—including the Fifth Circuit’s quick reversal of its own motions panel—the injunction stands … at least until the end of March.
Revised PLF Books for Starting and Managing Your Law Practice!
To support aspiring and current firm owners, we've refreshed our practice management book series, complete with our latest malpractice avoidance tips, general guidelines, and practical forms. The new design format enhances readability, while the trio of covers embraces the essence of the Pacific Northwest. Whether you're planning to start a firm or already managing one, this set from the PLF reveals valuable insights to guide your journey.
SMART Budgeting: How Law Firms Can Become Profitable Faster
Opening and managing a law firm is an exciting venture that also comes with significant financial considerations. Creating and maintaining a SMART budget is crucial and will increase your potential to become profitable more quickly.
Imputed Conflicts? Talk to the Wall!
Conflicts may arise from an associate’s prior legal work, which can be imputed to the new firm. In such cases, the new firm must implement an effective ethical screen or “wall” to exclude the associate from involvement in the matter. The sheer volume of information can make it difficult to establish a consistent and effective ethical wall. To improve the screening process, firms should develop clear, detailed procedures for managing each type of storage.
Oregon e-Court Upgrade and Service Interruption; Statewide Court Closure and Extension of Statutory Time Limitations
The Oregon Judicial Department (OJD) will be installing a major update this coming weekend to Odyssey, the case management system for Oregon circuit courts and the Oregon Tax Court. Here is what practitioners need to know about the upgrade:
Email Management: Savvy Saving Strategies
Legal professionals spend an average of 66% of their day on email, according to Dashboard Legal. With the daily flood of emails, saving them to client files often gets overlooked. To prevent pitfalls, it's crucial to understand your ethical obligations and establish a system for organizing and saving emails efficiently.
Shoulder Surfing Sabotage: Protect Your Smartphone
In today’s connected world, attorneys can work virtually anywhere. Smartphones in particular have transformed the way lawyers operate, essentially allowing them to carry their entire office in their pocket. However, this convenience also comes with significant responsibility: protecting the confidential client information now stored on your phone.
Call Me Maybe: Improving Client Communication to Reduce Malpractice Risk
Poor client communication is one of the most common factors in malpractice claims and bar complaints. To avoid these issues and enhance your legal services, consider the following tips.
Efficiency Unleashed: Mastering Outlook
Calendaring is a fundamental task for legal professionals, yet calendaring errors remain a leading cause of malpractice claims. In this post, we discuss Microsoft Outlook, a popular option to enhance productivity and organization, and lessen your chances of committing malpractice.
In Memoriam
We are saddened to report the passing of former PLF Director Michael B. Batlan of Salem.
Fueling the Fire: Motivating Yourself and Staff
As a leader, it's essential to keep the team running smoothly by providing resources and support to proactively address morale issues, burnout, or other de-motivating conditions.
Elevate Mental Health and Well-Being Month | Week 5
Healthy awareness and regulation of our emotions is the sine qua non of well- being. Simply put, the degree to which we can fully experience all aspects of our personal and professional well-being is largely correlated with our ability to recognize and regulate our own emotions.
Harnessing Digital Marketing to Grow Your Practice
In today's legal market, digital marketing is essential for attracting new clients and growing your practice. Consider the following tools, technology, and techniques to expand your digital presence and track the effectiveness of your marketing strategy.
Elevate Mental Health and Well-Being Month | Week 4
For many of us, learning to form professional and personal connections as adults is an area with room for growth.
Elevate Mental Health and Well-Being Month | Week 3
Workplaces and leadership can take proactive steps to create environments where wellness thrives, by prioritizing employee flexibility, autonomy, input, and the ability to align with personal values. Space for creativity, curiosity, learning, and problem-solving can increase collective satisfaction and intellectual growth.
Elevate Mental Health and Well-Being Month | Week 2
This week we’ll explore the concept of finding joy as legal professionals.
ELEVATE MENTAL HEALTH AND WELL-BEING MONTH | Week 1
Attending to our physical well-being is an important aspect of taking care of ourselves, and keeping our bodies strong involves much more than pumping iron at the gym.
The American Bar Association: A Wealth of Knowledge for a Reasonable Price
As any legal professional can tell you, there’s a lot to know when it comes to practicing law. Thankfully, organizations like the American Bar Association exist to help. With a long history and plethora of information, “[t]he ABA works to promote the best quality legal education, competence, ethical conduct and professionalism, and pro bono and public service work in the legal profession.” Consider joining and take advantage of all that a legal-specific national organization has to offer.
Peer-to-Peer Pressure: Interview with a Bookkeeper
Venmo, Zelle, and Cash App are peer-to-peer smartphone applications (P2P) that streamline money transfers by linking user credit cards or bank accounts to rapidly move funds between users. In the legal field, client interest in P2P apps is rising. While undoubtedly convenient, lawyers must assess their security and suitability for their practice.
Court of Appeals Construes HB 4212
In this decision, the appellate court reviewed three consolidated negligence actions initiated in 2022 that were all dismissed by the trial court as time barred.
Key Insights from ABA TECHSHOW 2024: Embracing Tech Trends and Cybersecurity Imperatives
The ABA TECHSHOW, held in Chicago from February 14-17, 2024, was a melting pot of insights, innovations, and imperative discussions on the intersection of technology and law. As legal professionals met to explore the latest trends and tools, our PMAP team identified several overarching themes that emerged from the diverse array of presentations and discussions. Here are some key takeaways.
Let It Go: Retention and Destruction of Original Client Documents
If you find yourself grappling with the responsibility to safeguard original client documents, consider the following tips.
Outsourcing Work to Virtual Receptionists or Assistants
When current resources are stretched to their limits and you need help meeting demands, hiring staff can become essential. If you want someone who can work from wherever, a remote staff person is often the first thought.
PLF Welcomes New Board Members in 2024
The PLF is pleased to announce the addition of two new members and one reappointment to our board of directors.
Cozy and Connected at the Coast
Takeaways and highlights from the OAAP's 14th Annual Wellness Retreat for Lawyers Identifying as Women or Nonbinary at the Surfsand Resort in Cannon Beach.
Fraudulent Activity Alert Relating to the Corporate Transparency Act
As many business law practitioners are aware, a new federal law called the Corporate Transparency Act took effect on January 1, 2024. The wide-reaching legislation imposes new reporting requirements on most small and medium-sized businesses, individuals with ownership interest or control in those entities, and the lawyers or other legal professionals involved in their formation. Failure to comply with the strict reporting deadlines may carry civil and/or criminal penalties.
Shape Your Work With Pro Se Parties
Clear communication with pro se parties can help prevent misunderstandings and allow you to better work with them and obtain the information you need to represent your client competently and diligently. Focus on building a professional relationship with them that clearly defines roles and interests. Consider the following tips when interacting with a self-represented litigant to help avoid potential ethics or malpractice issues.
Moderation During the Holidays
It’s that time of the year when traditions are often at the center of how we think, feel, and behave in many situations. It’s a time when it is easy for us to feel we have something of a permission slip to act in ways we otherwise might not. Nowhere is this more evident than with our use of alcohol during the year-end holidays, when drinking rates spike significantly for much of the population.
‘Tis the Season: Managing Your Practice During Holiday Travel
The holiday season is in full swing, and many attorneys are taking some well-deserved time off to relax and recharge or travel to see family. A break from work during the holidays is a great way to prevent burnout and reconnect with friends and loved ones. It can be difficult, however, for lawyers to truly disconnect due to billable hours and client demands.
Avoid late fees
Do you pay your PLF assessment by check? Want to avoid late fees? Try our Quick Pay option!
Message From the CFO
The PLF Board of Directors and the OSB Board of Governors approved a return to a $3,500 PLF assessment for 2024.
Artificial Intelligence: Entering a "New" World
To lessen the risk of malpractice and ethical violations, legal professionals need to understand the different types of AI so they can make intelligent decisions about which programs they may want to integrate into their practice.
Apps to Help Legal Professionals Stay Organized
With the sheer frequency and variety of notifications, meetings, and other commitments that legal professionals have, it can be hard to keep track of your to-do
Steer Clear of Mistakes in Your Documents and Forms
Navigating legal practice can resemble sailing on a stormy sea. An iceberg may threaten the strength and journey of a ship, similar to malpractice. By understanding the makeup of the iceberg you can better avoid it, and the same can be said for malpractice claims.
Recognizing Mental Health Day
October 10th is not only Law School Mental Health Day, but also World Mental Health Day. Recognizing you are not alone in your hardships or experiences can bring comfort and a renewed sense of community.
New OJD Email Address: How to Add It to Your Safe Senders List
The email domain that Oregon’s circuit courts and the Oregon Tax Court use to send notices has changed. Here are instructions for how to add a domain name to your Safe Senders List in Outlook.
New Email Address for Court Notifications
Effective September 20, 2023, the email domain that Oregon circuit courts and the Oregon Tax Court uses to send electronic notices of court hearings, orders, and judgments has changed.
File Management: Tips for Managing the Chaos
No two firms will likely have the exact same file management procedures, but file management best practices apply to everyone. Understand your storage options and best practice tips to ensure that your client files are being managed properly.
Don't Miss Out: New and Updated PLF Practice Aids Available
The PLF is excited to announce we have completed the biennial comprehensive review of our in-house practice aids for Oregon legal professionals, including checklists, sample documents, and resource materials. We have also added a few new materials we hope you will find helpful.
Turning the Page: Three Key Questions to Plan Your Exit
Whether anticipating retirement, making a career change, or just looking to leave private practice, law firm owners must decide how they want to transition. As you begin this process, review your options by asking yourself these three key questions.
Savoring a Summer Shower
The practice of savoring has many benefits, not the least of which is helping you feel less busy on a busy day. Research shows that it has positive effects for helping reduce hopelessness in depression, minimizing stress, and mitigating the effects of family conflict in balancing work and life activities.
Google Business Profiles: Take Advantage of Free Marketing
There is no one marketing algorithm that works for all legal professions, because each firm is unique. There is, however, one free and easy tool that everyone can use.
There Is More
There are many in the legal profession who struggle with the emotional tug-of-war of taking time off. Here are some thoughts to consider when planning your next holiday.
The Three P's of Profitability
Profitability can be boiled down to increasing income and decreasing expenses. It’s about understanding your firm’s financial benchmarks for performance, finding new or better ways to get paid, and engaging your staff to meet the firm’s goals. To keep things simple, let’s look at the three “P”s of profitability—Performance, Payments, and People.
PLF Board Positions
The PLF Board of Directors is looking for one lawyer and one public member to serve a five-year term beginning January 1, 2024.
Feel Well: Emotional Well-Being 2023
Friday is a day to focus on emotional well-being. One of the ways we can foster positive emotions is by spending time appreciating or savoring positive experiences.
Connect: Social Well-Being 2023
Social connectedness is so powerful in our brains and bodies, and harnessing that association offers a huge advantage. Now is a great time to test some new strategies in our friendships.
Engage and Grow: Career & Intellectual Well-Being 2023
For today's facet of well-being, we look at the ways we can increase our sense of meaning and fulfillment in our work.
Align: Spiritual Well-Being 2023
Find time to connect and focus on your spiritual well-being with these resources.
Stay Strong: Physical Well-Being
Start off well-being week in the law strong with these resources to improve your physical well-being.
Check Washing: Don't Get Hung Out To Dry by This Reemerging Scam
Check fraud, particularly “check washing,” has increased significantly over the past year. Here are some tips to protect yourself from this scam.
Well-Being Week in Law: 2023 Preview
The OAAP is excited to bring you blogs and resources to enhance your well-being. Each day will focus on a different aspect of well-being and will include suggestions to “watch this,” “read this,” and “do this.”
SLAY THE EMAIL DRAGON WITH HELP FROM MERLIN
How many hundreds— or thousands — of emails are in your inbox right now? At what pace is that number growing? Are you confident that an urgent message isn’t lurking in your queue? Does your computer constantly ping and pop up notifications? If these questions speak to the current state of your email account, you may have a problem. These are all telltale signs that a destructive dragon is living in your inbox.
Changing the Conversation Around Eating Disorders
Food is a necessity in our lives. Our society, however, has some very unhealthy pressures around disordered eating and distorted views of body image. It would make sense that a group of people facing heightened stress levels would find themselves in food-related challenges as a way to cope.
Top TECHSHOW Takeaways
Top takeaways from the ABA TECHSHOW
Can We Talk? Audio Conferencing Options and Tips
These days, video and audio calls are the new standard. Consider incorporating audioconferencing into your practice if you haven’t already done so.
Advance Planning Can Go a Long Way to Prevent Overload
Lawyers often take on too much. Regardless of how much we want to help, there are only so many hours in the day that we can dedicate to our jobs. Try some of these ways to better manage your calendar before things get out of control.
The Case for Mindfulness This Winter
It takes a concerted effort to remind oneself of the importance of mindfulness practices for day-to-day well-being, especially in the post-holiday season.
Design 2023 to be a Success
The new year is a perfect time to reflect on and improve your office and its systems. A simple and efficient exercise called the 'Design Matrix' can help you identify the vital first steps to take.
Manage Meetings Like a Conductor
If you want to improve your meeting management skills, take your inspiration from the conductor.
eDiscovery Software: Eye of the Storm
Discovery can be a major headache for law firms. The proliferation of electronic data makes it challenging for lawyers to efficiently manage all of this information. The typical discovery process can be complicated and expensive, especially for solo and small firms. Managing electronic discovery used to be seen as necessary only for large firms in complex litigation. Now, law firms of all sizes need to be able to handle eDiscovery.
Welcome, New Lawyers: A Conversation with PLF Claims Attorney Bradley Tompkins About Avoiding Malpractice
A brief conversation with PLF Claims Attorney Bradley Tompkins about common malpractice risks and how to handle them
Catching the Right Fish: Associate Job Posts
Finding the right associate to join your firm can feel a lot like fishing. There may be plenty of fish in the sea, but you are searching for a star. Your job description is the first connection potential applicants have with you. You want that first contact to capture their attention and interest while also conveying your values and the benefits of working with you.
Oregon Circuit Court E-Filing Will be Offline on Friday, October 14, 2022, from 5:30 p.m. to 11:30 p.m.
Due to system maintenance, Oregon Judicial Department (OJD) eFile the online platform that allows attorneys and staff to electronically file and serve court documents in Oregon’s circuit courts and the Oregon Tax Court—will be offline and inaccessible on Friday, October 14, 2022, from 5:30 p.m. to 11:30 p.m.
New Practice Aids Available on the PLF Website
The Professional Liability Fund offers a wide variety of resources to educate and assist lawyers and law office staff. As part of those resources, we maintain and update a library of over 300 forms consisting of checklists, sample letters and pleadings, and other helpful documents. We recently added four new checklists to our website that we encourage you to review.
Welcome, Kirsten!
The OAAP is pleased to announce that Kirsten Blume, JD, MA candidate has joined the OAAP as an Attorney Counselor Associate!
Plugging the 'Knowledge Drain': How To Retain Knowledge and Ensure Your Firm's Continued Success
Law firms have always been plagued by the 'knowledge drain': the loss of knowledge when experienced employees retire or leave. They take not only their accumulated knowledge but also valuable relationships. Firms must find a way to capture and retain institutional knowledge and make critical knowledge accessible to their teams if they want to ensure business continuity, provide quality legal services, and stay competitive.
If You Aren’t Feeling Buoyed by Resilience, Post-Traumatic Growth May Be on the Horizon
Following the recent string of bleak news, researchers are forecasting an “epidemic of resilience” because “resilience is the modal and normative response to trauma.” But what about those of us who have resilienced as hard as we can and are still exhausted and overwhelmed? For us, there is the concept of Post-Traumatic Growth.
Using Video to Support Internal Office Processes
If a picture is worth a thousand words, a one-minute video equals 1.8 million words. This article will discuss three ways to use video to run a better practice, reduce potential malpractice, and improve your bottom line. It will conclude with a step-by-step tutorial on how to make videos for your staff in Microsoft Teams
The PLF Welcomes New Board Member
The PLF is pleased to announce that Valerie Saiki (Salem) has been appointed as a new board member effective June 24, 2022.
Drawing the Line for Nonengagement
Meeting with a potential client may sometimes feel like walking a tightrope. It can be difficult to end the intake without any misunderstandings or unintended promises. When someone believes an attorney-client relationship has formed but you do not, a real danger exists. As the attorney, it is your role and responsibility to clearly communicate when an attorney-client relationship is established and when it is not, no matter the marketing medium.
If You Build It They Will Come: Make It Easier for Potential Clients to Contact You
How we choose to communicate as a society is an ever-evolving process. With the rise in digital media, trends have seen more consumers turn to text, video calls, and emails as their preferred forms of communication. Is your firm doing everything it can to reach potential clients?
Making the Work Flow
To prevent mishaps and errors, you may need to evaluate how cases proceed through your office. Having a smooth process can avoid inaccuracies and save time. You can be more efficient if you have a well-defined and planned workflow for you and your staff.
Feel Well: Emotional Well-Being 2022
End the Friday feeling well with emotional well-being!
Connect: Social Well-Being 2022
Let's connect this Thursday with Social Well-Being!
Engage and Grow: Career and Intellectual Well-Being 2022
Let's engage this Wednesday with Career and Intellectual Well-Being!
Align: Spiritual Well-Being 2022
Let's align this Tuesday with Spiritual Well-Being!
Stay Strong: Well-Being Week Kick-Off and Physical Well-Being 2022
How Physical Well-Being fits into the role of a lawyer.
ABA TECHSHOW BYTES!
See a few takeaways from the 2022 ABA TECHSHOW that you may want to incorporate into your practice, particularly regarding evaluating your technology, software for managing new clients, and virtual receptionists.
Don't Underestimate the "Obvious": Document, Document, Document
Many malpractice claims arise from a client
Manage Your Trust Account Like You Care for Your Dog
To best manage your lawyer trust account, think of and care for your trust account the way you would take care of your dog. You attend to its particular needs, such as physical and mental stimulation, dietary monitoring, and health check-ups. These steps for owning a happy and healthy dog reflect similar methods for maintaining a sound trust account.
PLF Welcomes New Board Members in 2022
The PLF is pleased to announce that Alexandra Hilsher (Eugene) and Michelle Johansson (Portland) have been appointed as new board members effective January 1, 2022. Ms. Hilsher
Courts Update: Fee Waivers and Deferral Applications Now Submitted Electronically
Starting February 1, 2022, filers are now able to electronically submit fee waiver and deferral applications to Oregon
Positive Takeaways from COVID
The last couple of years have been challenging for many people in different ways. While it can be difficult to look back on this time from a
ABA TECHSHOW 2022 - PLF Discounted Rate
ABA TECHSHOW - PLF Offers Discounted Registration Rate
Billing Software: Explore your Options
The type of program you use to track your time and calculate your bills will vary depending on your specific practice and firm goals. In focusing on software for billing, you have your choice of options, but you should consider the variety of features available when making the decision which to use for your practice.
Welcome, Monica!
We are delighted to welcome Monica Logan
Alert from the Oregon Judicial Department - Potential Issue with Emailed Hearing Notices
If you have received an emailed hearing notice from an Oregon circuit court or the Oregon Tax Court since Monday, October 18, 2021, please double-check the time of the hearing.
COVID-19 State of Emergency Extended Through December 31, 2021
On April 29, 2021, Oregon Governor Kate Brown issued Executive Order No. 21-10, which was the seventh extension of Executive Order No. 20-03 and the COVID-19 State of Emergency since her original order declaring an emergency on March 8, 2020. On June 25, 2021, Governor Brown then issued Executive Order No. 21-15, which extended Executive Order No. 20-03 and the state of emergency to December 31, 2021, unless extended or terminated earlier by the Governor.
Thank you, Sheila Blackford!
After more than 16 years of service at the PLF, Practice Management Attorney Sheila Blackford has retired to pursue her passion for writing and for helping firms resolve their differences through alternative dispute resolution (ADR).
Save the Date: Learning the Ropes 2021
Mark your calendars for November 17-19, 2021!
PLF Board of Directors Positions
The Board of Directors of the Professional Liability Fund (the
Move Over Gratitude, It's Time to Try Delight
As vaccinations increase and COVID rates fall in Oregon, many of us are venturing back into the world, albeit perhaps tentatively. A meal with friends or a fiddle jam in someone
PLF CLE on Malpractice Risks in Bankruptcy - The Takeaway
The PLF recently presented a CLE on potential malpractice risks for bankruptcy practitioners. PLF Claims Attorney John Berge and Julia Manela from Watkinson Laird Rubenstein PC explored how the pandemic could generate an uptick in consumer bankruptcy filings after emergency governmental financial assistance ends and eviction moratoriums expire.
The PLF Welcomes New CEO Megan Livermore
We are very pleased to announce that Megan Livermore will become the new Chief Executive Officer of the PLF as of July 1, 2021. Ms. Livermore has been a business and real estate attorney in Oregon for over 15 years, with the majority of her legal career spent at two Eugene law firms
Don't Wait to File and Serve
In our recent CLE on on “Avoiding Malpractice Claims When Filing and Serving a Complaint,” PLF Claims Attorney Amy Hoven and Hillary Taylor from Keating Jones Hughes PC discussed how the process of filing and serving a complaint can be fraught with errors.
No Regrets: Tips to Help Clients Avoid Settler's Remorse
Settlements have always been common in the legal world, and they
FEEL WELL: EMOTIONAL WELL-BEING
Welcome to the 2021 Well-Being Week in Law! The OAAP is excited to celebrate this event and provide support for the well-being of members of the Oregon legal community. Each of the five days in Well-Being Week will focus on one dimension of well-being, and our daily blog post will include activity suggestions to “watch,” “read,” and “do” to enhance your well-being in that area.
CONNECT: SOCIAL WELL-BEING
Welcome to the 2021 Well-Being Week in Law! The OAAP is excited to celebrate this event and provide support for the well-being of members of the Oregon legal community. Each of the five days in Well-Being Week will focus on one dimension of well-being, and our daily blog post will include activity suggestions to
Engage and Grow: Career and Intellectual Well-Being
Welcome to the 2021 Well-Being Week in Law! The OAAP is excited to celebrate this event and provide support for the well-being of members of the Oregon legal community. Each of the five days in Well-Being Week will focus on one dimension of well-being, and our daily blog post will include activity suggestions to
ALIGN: SPIRITUAL WELL-BEING
Welcome to the 2021 Well-Being Week in Law! The OAAP is excited to celebrate this event and provide support for the well-being of members of the Oregon legal community. Each of the five days in Well-Being Week will focus on one dimension of well-being, and our daily blog post will include activity suggestions to
Stay Strong: Well-Being Week Kickoff and Physical Well-Being
Welcome to the 2021 Well-Being Week in Law! The OAAP is excited to celebrate this event and provide support for the well-being of members of the Oregon legal community. Each of
Tommy and the Secure Tunnel: Virtual Private Networks
An attorney, his spouse, and their child stayed a few nights at a hotel for spring break. At one time or another, we all have been at hotels, airports, coffee shops, and restaurants and used their public Wi-Fi to check our email and use the internet on our laptops, tablets, or smartphones. But the risk of exposing our client and personal data is not a trivial or benign matter.
Resources for Improving Your Remote Court Hearing Experience
Although some courts are moving toward holding more appearances in person, certain court appearances will likely continue to be held remotely for some time to come. While the future of court system operations remains uncertain and will continue to evolve over time, below are some resources to improve your remote hearing experience:
Governor
On February 25, 2021, Oregon Governor Kate Brown issued Executive Order No. 21-05, which is the sixth extension of Executive Order No. 20-03 and the COVID-19 State of Emergency since her original order declaring an emergency on March 8, 2020. Based on this latest extension, Executive Order 20-03 and the COVID-19 State of Emergency will be extended for an additional 60 days, through May 2, 2021, unless extended or terminated earlier by the governor.
Flashing Lights and Guiding Lights - Lawyers and ADHD
For many of us, COVID has materially altered the way we work and interact with others. These changes have significantly impacted people with ADHD (Attention-Deficit/Hyperactivity Disorder). Students with ADHD are often struggling to adjust to new classroom structures and methods of learning.
Ready, Aim, Fire...or Maybe Not: The Ordeal of Terminating a Client
It’s fairly easy for clients to fire their attorney. Some clients might issue an overt announcement like “you’re fired!” Others might just make a polite statement that sounds more like a request such as, “Would you please give me my file so I can find another lawyer?” On the other hand, it’s not always easy for lawyers to fire their clients.
Death by Bad Management: Leadership as an Antidote to Terrible Bosses
Law firms are known for their high turnover of associates, who leave to join a different firm, take a job as in-house counsel or government lawyer, or depart the legal profession altogether. Some of the reasons include demanding hours, unbearable pressure, a toxic culture, and a lack of work-life balance. But the reason we shall delve into here is the terrible boss.
Mobile Banking: Take Advantage and Tread Lightly
Financial industry leaders expect that many people, both consumers and business owners alike, will continue to favor mobile banking options over traditional banking post-COVID. Take some time to learn the mobile options offered by your bank so you can make optimal use of their features.
Procrastination: A Story and Some Resources for Solutions
The following is a fictional account of someone who is wrestling with the age-old challenge and uniquely human experience of procrastination. Although the story is not
Building a Good Workplace Culture in 2021
2020 was a very tough year. Instead of reciting a lengthy laundry list of all the bad things that happened last year, I
Is the Juice Worth the Squeeze?
The other day I had something of an epiphany. For me, these are intuitive perceptions or insights into the meaning of something or, more frequently, how to do (or not to do) something. Of course, they are not really epiphanies in any true sense; most often, they are just sporadic breakthroughs of common sense. Most of these aha moments, when the light comes on, have to do with me recognizing some better, faster, easier, or smarter way of doing something...
Contract Lawyering: Common Issues and Considerations
The traditional legal employment model of hiring a full-time lawyer to work as an associate attorney or in-house counsel is not always suitable for certain law firms and organizations. Temporary projects or legal work that have limited duration don
Hard Times Don't Call for Desperate Measures
As business continues to dwindle for some law firms, they are laying off associates and staff, imposing pay cuts, and taking other measures to minimize the financial impact caused by the pandemic. The pressure to stay afloat may tempt lawyers to relax their billing practices, ramp up fee collection efforts, and even hoard billable hours. Working from home can also lead to careless billing practices as the line between work and family life begins to blur.
Farewell from Shari Pearlman
I am writing this post to say farewell to the Oregon legal community, as my last day at the Oregon Attorney Assistance Program will be November 3, 2020. It will be a bittersweet parting, as I have been fortunate to have served our community for 21 years by helping people and building community, which has always been and remains my personal mission.
Marketing: Your Law Firm, Yourself
If you feel uncomfortable and unconfident marketing your law firm or yourself, you are not alone. Many professionals feel that it is unseemly to advertise, even though it is ethically permitted under the Oregon Rules of Professional Conduct, as long as it is neither misleading nor false.
Gratitude: Now More Than Ever
As the months are stretching longer and the days are growing shorter, many of us are looking for strategies to help buoy us for the long haul. One of the techniques that I find exceptionally helpful for these challenging times is GRATITUDE.
Supervising Associate Lawyers to Reduce Malpractice Exposure
In my previous blog post,
What's on Your List? Developing Healthy Ways to Calm and Soothe
Lawyers and students often leave healthy relaxing activities and rituals at the door of the profession, starting when they arrive at law school. As we get closer to Law Student Mental Health Day on October 10, 2020, I want to encourage law students to practice well-being, but I also want to help lawyers and students find ways to calm and soothe themselves.
Communication with Clients: Adjust as Necessary
Regardless of the practice area, many attorneys are now facing the dilemma of losing track of their clients. The pandemic, and most recently wildfires on the West Coast, has upended many people
Telling Time
A few weeks ago, I commented in my blog post about the recent Sunday morning I awoke to a warm and beautifully clear day, happily looking forward to some recreation and relaxation
A Message to our Oregon Legal Community in Response to the Wildfires
We understand that these are very difficult times, and we want to remind you that the Professional Liability Fund is here to help and has numerous resources available to assist you.
Increased Claims Risk for Criminal Law Practitioners Related to PCR
Criminal law has historically been viewed as a low-claim frequency and severity area of practice
Why Is More Than a Question: Understanding Your Firm
At the start of this pandemic, many businesses had to close their doors. A few businesses were able to switch gears and continue employing their workers to do something else. For example, some distilleries and wineries started using their own alcohol to make hand sanitizer at a time when it was in short supply. A pizza shop in Chicago that could no longer serve pizza by the slice started using its ovens to make plastic face shields for frontline workers.
Seeing Beyond into the Horizon
Hot summer days have come. Soon enough it will be fall. Schools have reopened
Working from Home? Make Your Internet Work for You
Many of us are more reliant than ever before on the stability and speed of our internet connection, now that the pandemic has forced us to work from home and many children are engaged in remote learning. If your home internet connection is not performing at the level necessary to support your needs, consider the options below to make it work for you.
Welcome Law Students
It was twenty years ago now, but I still remember what it was like showing up at law school that very first week or so.
Hoarding and Dabbling, Oh My!
COVID-19 has pushed many lawyers to quickly transition to a remote work environment and digitize their law practice. The swift and drastic transformation of the legal profession has created new risk management challenges for lawyers as they navigate different ways to run their business and deliver legal services. This blog post will explore some of the risks lawyers face when trying to get new clients and retain existing ones during the COVID-19 era.
Resources for Connecting During COVID-19
The pandemic has forced us to reexamine how we connect with others. Thankfully, technology has allowed us to create new virtual networking opportunities with colleagues, friends, and family. It is important to maintain those connections and establish new ones; otherwise it has been shown that social isolation can have damaging effects, both personal and professional.
Vicarious Trauma in the Time of COVID-19
How does the vicarious trauma caused by exposure to our clients
Oregon
Notarization in Oregon became a bit challenging when COVID-19 forced people to stay home and keep a physical distance. Many lawyers came up with clever ways to notarize their clients
Awe-some or Awe-struck: The Benefit of Finding AWE in the Ordinary
I find myself amazed at the simplest of things sometimes and am curious, upon making new friends, what brings a sense of awe to them. What I knew before reading about some research is that when I feel that sense of awe, that fascination with something right in front of me, in that moment I possess buoyancy, light, and a childlike sense of wonder. I am in the moment, mesmerized and able to concentrate on the object of my awe.
A Day in the Life
Forgive me for not dispensing well-being advice and wisdom here. We are all navigating through uncharted waters today. Most of us are doing the best we can. There are times we get things right, and times we don
Phone Systems: What Works for Your Firm?
As we move forward and adjust to the changing infrastructure due to the pandemic, it is a good time to think about what type of phone system works best for your law firm. Phone calls remain a very popular form of communication, despite other methods such as email, video conferencing, and client portals, and may be the preferred method depending on the circumstances.
Working Remotely: The Takeaway
We are now three months in to what is, for many of us, this brave new world of remote work. For some, it has been a resoundingly successful experiment. Some lawyers who previously worked out of traditional law offices have made a smooth transition to working out of their homes
On Healing Racial Trauma
It may be difficult, perhaps seemingly far-fetched, to consider that race and trauma coincide, or that they even exist in our individual or collective bodies. However, because of the manner in which our nervous system processes information and experiences of race and racism, both of which are so much a part of our American history and culture, it would be neglectful from a mental health standpoint to discount the mark that a societal history of racialization leaves in all our bodies.
Is There a "New Normal" in Your Future?
With this blog post, let me pose the question, is there a
Why Compassion Matters
Normally, the purpose of this blog is to talk about ways in which we can be healthier, happier lawyers. So my original plan for this post, when I thought about it weeks ago, was to write about a self-care topic
Getting Unstuck from in the Uncertain Place
Living in the
The Best 12 Minutes of My Day
The other day I was checking out our new OAAP blog, Thriving Today, to re-familiarize myself with the topics and the resources about which we had previously written. I wanted to post something this week that would be new and different, maybe even insightful and profound − a short piece that would dispense some really helpful advice about how, in times of significant difficulty and uncertainty, we can best help ourselves navigate our way through the challenges we sometimes have before us.
Oregon Legal Community Acts Kindly: The Icing on the Cake to Lawyer Well-Being Week
Hello everyone, When the OAAP embarked on our first endeavor to celebrate lawyer well-being week, we did not know what would unfold.
Inspiration: A New Breath
It turns out that the word
Acts of Kindness Improve Well-Being
Welcome to Day 2 of Well-Being Week! I am so glad you have stopped by the blog today for our post on acts of kindness. There is some lovely research (see Dartmouth for a fact sheet) on how participating in acts of kindness improves our physical and mental health. Even the mere act of observing someone else sharing a moment of kindness improves our own well-being.
Lawyer Well-Being Week Kickoff
The OAAP welcomes you to Lawyer Well-Being Week!! Watch our blog each day for new opportunities to take care, connect, be inspired, and inspire others.
Collaborative Word Processing
With the spread of COVID-19 and resulting changes in how we conduct business, we need methods for exchanging information in different ways. In particular, attorneys need secure methods to collaborate on Word documents with both their clients and colleagues. This collaboration could include simply gathering information from clients with an intake form, review and approval of a document by a client or supervisor, or more complex collaboration involving multiple versions and tracked changes.
Meaningful Social Connections and Building a Community
If there are aspects of our human experience that many of us yearn for and thrive in the most, it would be meaningful connections and community.
Now Might Be a Great Time to Start a Meditation Practice (It
In his article,
Electronic Signature: A Tool to Incorporate in Your Law Practice
The COVID-19 pandemic may mark the end of an era of hesitation or resistance from lawyers about the use of cloud services and products. We are all now forced to rely on remote access programs and other technologies to help us do our work from home.
Things to Do While Sheltering in Place
Working remotely and practicing physical/responsible distancing from friends and family is teaching me a lot! As an extrovert, I have learned that three hours of people contact time each day is quite satisfying, and I can achieve that through phone and Zoom most days.
Moving Beyond Social Distance Towards Expansive Solidarity
In times of stress, I try to get really intentional about taking care of myself. I use a couple of strategies to increase my awareness of what is going into and coming out of my mind. I attend to how I am describing my circumstances and the world around me, and what I consume in the printed or visual forms. I came upon two great resources this week from The Greater Good Science Center at Berkeley that I
More Resources for Working from Home
Switching to a Work From Home (WFH) law practice is a big adjustment for lawyers and their colleagues, staff, and clients. To help support your efforts to make this go smoother, we have created a new practice aid,
THRIVING
It is no surprise that each of us responds differently to life
Maintain Control by Narrowing Down Your COVID-19 Resources
At times like these, the amount of information available on the topic of COVID-19 can be overwhelming. With the vast number of unknowns and quickly changing landscapes, it can be difficult if not impossible to feel any sense of control. I
Staying the Course During the COVID-19 Pandemic
Most law offices are operating with a skeleton crew onsite to receive, sort, scan, and deliver mail that is important for lawyers to continue practicing law by working from home.
Working and Meeting in the Age of Social Distancing
In light of the spread of COVID-19, many lawyers are looking for ways to continue meeting with their clients and other parties while keeping some distance from them. Fortunately, we are in an age where technology makes it easy to implement social distancing efforts that many individuals and businesses are now undertaking. This blog post will cover two tools that will allow lawyers to work and maintain social distance: (1) video conferencing and (2) remote access.
Client Portals: Take Control of Client Communication
Client portals allow lawyers to interact with clients in a secure environment to accomplish tasks such as gathering information, sharing documents, and making payments for services. They can be a valuable tool for lawyers, so consider implementing them into your practice if you haven't already.