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.

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!

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.

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.

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.

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.

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.

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.

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.

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.

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.

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:

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.

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.

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.

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.

We are saddened to report the passing of former PLF Director Michael B. Batlan of Salem.

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.

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.

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.

For many of us, learning to form professional and personal connections as adults is an area with room for growth.

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.

This week we’ll explore the concept of finding joy as legal professionals.

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.

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.

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.

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.

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.

If you find yourself grappling with the responsibility to safeguard original client documents, consider the following tips.

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.

The PLF is pleased to announce the addition of two new members and one reappointment to our board of directors.

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.

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.

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.

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.

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.

Do you pay your PLF assessment by check? Want to avoid late fees? Try our Quick Pay option!

The PLF Board of Directors and the OSB Board of Governors approved a return to a $3,500 PLF assessment for 2024.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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 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.

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.

The PLF Board of Directors is looking for one lawyer and one public member to serve a five-year term beginning January 1, 2024.

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.

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.

For today's facet of well-being, we look at the ways we can increase our sense of meaning and fulfillment in our work.

Find time to connect and focus on your spiritual well-being with these resources.

Start off well-being week in the law strong with these resources to improve your physical well-being.

Check fraud, particularly “check washing,” has increased significantly over the past year. Here are some tips to protect yourself from this scam.

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.”

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.

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 takeaways from the ABA TECHSHOW

These days, video and audio calls are the new standard. Consider incorporating audioconferencing into your practice if you haven’t already done so.

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.

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.

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.

If you want to improve your meeting management skills, take your inspiration from the conductor.

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.

A brief conversation with PLF Claims Attorney Bradley Tompkins about common malpractice risks and how to handle them

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.

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.

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.

The OAAP is pleased to announce that Kirsten Blume, JD, MA candidate has joined the OAAP as an Attorney Counselor Associate!

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.

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.

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 is pleased to announce that Valerie Saiki (Salem) has been appointed as a new board member effective June 24, 2022.

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.

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?

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.

End the Friday feeling well with emotional well-being!

Let's connect this Thursday with Social Well-Being!

Let's engage this Wednesday with Career and Intellectual Well-Being!

Let's align this Tuesday with Spiritual Well-Being!

How Physical Well-Being fits into the role of a lawyer.

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.

Many malpractice claims arise from a client

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.

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

Starting February 1, 2022, filers are now able to electronically submit fee waiver and deferral applications to Oregon

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 - PLF Offers Discounted Registration Rate

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.

We are delighted to welcome Monica Logan

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.

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.

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).

Mark your calendars for November 17-19, 2021!

The Board of Directors of the Professional Liability Fund (the

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

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.

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

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.

Settlements have always been common in the legal world, and they

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.

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

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

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

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

What Is

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.

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:

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.

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.

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.

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.

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.

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

2020 was a very tough year. Instead of reciting a lengthy laundry list of all the bad things that happened last year, I

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...

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

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.

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.

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.

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.

In my previous blog post,

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.

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

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

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.

Criminal law has historically been viewed as a low-claim frequency and severity area of practice

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.

Hot summer days have come. Soon enough it will be fall. Schools have reopened

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.

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.

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.

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.

How does the vicarious trauma caused by exposure to our clients

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

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.

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

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.

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

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.

With this blog post, let me pose the question, is there a

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

It doesn

Living in the

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.

Hello everyone, When the OAAP embarked on our first endeavor to celebrate lawyer well-being week, we did not know what would unfold.

It turns out that the word

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.

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.

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.

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.

In his article,

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.

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.

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

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,

It is no surprise that each of us responds differently to life

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

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.

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 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.

Let

Client intake is an important process within a law firm. Just as with other industries and in our personal lives, first impressions speak volumes. According to the 2019 Clio Legal Trends Report, 42% of consumers surveyed say that if they like the first lawyer they speak with, they won

Despite popular beliefs about lawyers, a great majority of them are conflict avoidant and risk averse. Managing a firm difficult can be when it

For lawyers who want to open their own law practice, here is something to consider: examine the market you want to practice in. Doing a market analysis is an essential first step to opening any business.

The PLF's loss prevention department provides assistance to Oregon lawyers in a variety of ways. Remember to take advantage of our resources at every opportunity.

Lawyer-client relationships deserve good beginnings. Good beginnings may seem unachievable on the days when we are strapped for time and feel pressed to get to the lawyering. Relax. Let

Anne, the owner of a two-attorney law firm and a single mother of two children, pulls into her driveway after a busy and stressful day at the office. She looks at her front yard full of patches of dead grass, weeds, and random yard debris. Her eyes glance over at her retired neighbor

If you find yourself in a matter that may require the use of an interpreter or translator, consider these guidelines and resources to help you understand and streamline the process.

This short video, the last in a 3-part series focusing on missed deadlines, expands on the previous videos to provide additional suggestions from Practice Management Advisor Rachel Edwards for how to avoid missing deadlines, ranging from calendaring to client and case screening.

This short video, the second in a 3-part series focusing on missed deadlines, discusses from the perspective of PLF claims attorney Maureen DeFrank, the most common reasons the PLF sees deadlines being missed. It also provides various tips for how to avoid missing deadlines.

This short video, the first in a 3-part series focusing on missed deadlines, explains how to navigate and understand the publication titled

Loss prevention is the chief focus for the Practice Management Advisor program, which is carried out by four attorney practice management advisors or PMAs. Since the PMA program is within the Professional Liability Fund, the loss contemplated is malpractice or professional negligence.

A law firm in Oregon, whom I will call Alpha Beta Charlie (“ABC”), recently posted an ad for an estate planning legal assistant. ABC received an impressive resume from a candidate. The resume hit all the right points and addressed specific requirements in the job posting. It had flawless grammar and a beautiful layout. The candidate seemed like a perfect match. ABC’s HR manager immediately called the candidate for an interview.

You may have heard about so many frauds that you are tired of listening. As a lawyer, you may avoid falling victim to fraud by being hyper-vigilant, by refusing to click on popup windows, or by refraining from opening unexpected attachments that could release malware onto your computer.

Payment by cash and paper checks is becoming a less common form of payment. Providing clients with the ability to pay electronically using a credit or debit card or an eCheck is now standard business practice. Many clients assume that a law firm will offer these types of payment options, and setting up an electronic payment system can provide for faster payments and simplify your billing process.

As lawyers embrace the trend to work offsite, remote access becomes an important tool. Remote access refers to the ability of one computer to remotely access information on another computer or network. This functionality lets lawyers access their applications, folders, and files on their work computer while working from home or somewhere offsite.

Unhappy clients are not the clients you want to have. They complain to you, to your staff, to their neighbors, to their friends, and they complain to the Oregon State Bar. One thing that makes clients unhappy is being ignored. Their emails go unanswered. There is no callback. If a receptionist is answering the phone, the receptionist becomes less sympathetic to the complaining client out of embarrassment or frustration.

Navigating the court system can be a challenging experience. Many attorneys find themselves interacting with the court on a regular basis, while others infrequently encounter the court system. Regardless of your experience interacting with the court, a plethora of resources are available to make the experience less stressful for you and your clients.

As more lawyers store their electronic files in the cloud through vendors like Dropbox, Google Drive, or Box, or through practice management software like MyCase, RocketMatter, or Clio, they will eventually deal with the issue of what will happen to those files when they close their practice.

The three most important financial statements that lawyers should pay attention to are the income statement, the balance sheet, and the statement of cash flows. These reports will not only help you run a profitable law practice, they also will help you to provide current reports to your business loan officer if you plan to get a business loan.

Feeling overwhelmed by your workload and never quite able to pull yourself out of the black hole of tasks? Yet most attorneys have never been an employer, and the idea of all that goes into hiring an employee can feel overwhelming. Don't allow this to deter you from at least considering the prospect of hiring staff.

Since 2016, Clio has been doing annual surveys that found that lawyers, on average, bill only 30% of their time and collect on about 85% of those billed hours. The reason for this isn

You do legal work for clients, hoping those clients will pay you an amount commensurate with that work. Is it possible to avoid the disconnect between what we think our legal services are worth and what our clients perceive as their value to them?

When it comes to scams, never let your guard down. Even though you may feel like you can recognize the red flags, the scammers are constantly evolving and creating more sophisticated scams as we catch on to their more obvious ploys.

December can be a busy month for many lawyers. One of the many tasks lawyers have to perform as they transition from 2018 to 2019 is submitting their MCLE compliance report to the Oregon State Bar. Sometimes lawyers are shocked to find out they are short 10 or more credits and then scramble for CLEs to make up for the shortfall.

Have you stopped to take stock of the resources available to the general public and for Oregon lawyers at the Oregon State Bar? There is a wealth of resources offered for free or for an affordable cost. Now is the perfect time to take stock of what is available to the general public that can be very useful for your clients and for your staff.

Lawyers often need to securely remove confidential information, otherwise known as redaction, from discoverable documents. The physical act of using redaction tape or a sharpie to remove information from documents is time-consuming and can be frustrating to say the least, especially since many documents now arrive in electronic form rather than paper. If you haven

One thing that some lawyers don

There is nothing like a disaster occurring someplace else to make us pause to appreciate that we are not facing a similar disaster locally. I wonder whether the lawyers in the disaster zone were ready for the devastation to their law firms in the aftermath of the hurricane. I hope so because the disasters we don

You

If you are a lawyer using Gmail in your law practice and want or need to save your client emails, here is a tip to help you do this. It requires you to have Microsoft Outlook with Adobe Acrobat PDFMaker add-on. With these two programs, you can convert an Outlook email folder including all attachments into a single PDF document.

One of the biggest challenges a solo without support staff faces is trying to get it all done. How is it humanly possible? It may take some extraordinary juggling and a persistent adherence to planning, but I believe you can get close.

This short video shows you how to use the Windows snipping tool. The snipping tool allows you to capture a portion of what is seen on your computer screen, such as a picture, a paragraph from an article, or contact information. PLF Practice Management Advisor Sheila Blackford leads you through how to capture something using this tool and how to use the tool

This short video shows you how to remove metadata from a Word or PDF document. Metadata is data stored in an electronic document that is hidden from immediate view. The information that is out of view, but attainable, sometimes includes information that is confidential or prejudicial to your client. PLF Practice Management Advisor Rachel Edwards explains how to use this important process for making sure you don

Many lawyers who don

Lawyers are great planners. They are helpful to their clients because they are Grand Masters at the What-if Game: anticipating everything that might get overlooked or go wrong and planning accordingly. Today I

Communication is an important part of establishing and maintaining good relationships with your clients. Most if not all attorneys have represented a client who became upset after not receiving an immediate response to an email or phone call, even if the expected turnaround time is unrealistic. Managing client expectations about how you communicate can avoid the stress of miscommunication or clients feeling neglected.

It’s very temping for lawyers to slap an “of counsel” label on an arrangement they have with another law firm. The of counsel designation may sound attractive, but it has some pitfalls lawyers should be aware of.

The one thing we can count on is that plans change. You may have intended that your departure from practicing law was permanent. Sometimes, the reasons that compel us to exit stage left become replaced by reasons to return. How do we do it? Do you try to pick up where you left off or do you start somewhere else? If these are questions you are beginning to explore, here are some things to consider and some resources to help you with your journey.

This video shows you how to create your own pleading template from scratch and describes the benefits of creating your own versus using a standardized template. Former PLF Practice Management Advisor Jennifer Meisberger walks you through each step of the process, including creating the title, caption, body, line numbering, footer, and then saving the template.

Microsoft Office is a staple for many law firms and every version offers customer support. Yet support ends a certain period of time after release of the product. Office 2007 support ended on October 10, 2017. If you still use Office 2007 or an earlier version, you may be putting yourself at higher risk for malpractice claims or disciplinary issues now that your system is no longer supported by regular security updates.

This short video shows you how to create different signatures in Outlook. PLF Practice Management Advisor Sheila Blackford leads you through the simple process of how to create and customize your signature and also how to insert an electronic business card, a picture or logo, and a hyperlink to your social media accounts.

This video shows you how to create a standalone electronic signature that you can insert into Word documents. PLF Practice Management Advisor Rachel Edwards gives you step-by-step instructions on how to create, crop, sharpen, resize, and save your signature, as well as how to include your typewritten name and firm name in the signature.

How you manage your files can present a malpractice risk. Proper file management can help you reduce the risk because it allows you to find the documents you need and encourages documentation.

This short video shows you how to save time by using Outlook

The PLF is celebrating its 40th anniversary! The PLF began operations as the mandatory provider of primary malpractice coverage for Oregon lawyers July 1, 1978, though the Oregon State Bar Board of Governors created the Professional Liability Fund in 1977 under Oregon State Statute 9.080 and the approval of the OSB membership.

In my previous blog post, I discussed the risks and reasons lawyers over-save data. This post is about how lawyers can avoid hoarding data. Don

Lawyers are busy. You are busy. When you hear expressions like

The old adage

It may come as no surprise that law firms routinely store huge amounts of client and administrative data in both electronic and paper format. Although lawyers are legally and ethically required to retain certain kinds of data, some data is retained unnecessarily. When you store data you aren

If your billing rate isn't matched by your collection rate, you may have a problem with your billing. Here are five tips that can help you send out bills that get paid promptly in full.

At the beginning of 2017, I wrote a blog post on using the 80/20 Pareto Principle to manage your time. I start this year with a similar post on time management. For this post, I turn to Habit 3 of Stephen Covey

The new year is a great time to create or update a business plan for your law practice. Whether you are a recent graduate, a seasoned veteran, or just new to private practice, it is never too late to set goals and identify strategies to reach those goals. You might think you don

Lawyers don't have the resources, time, or money to jump on the latest technology product or service for the mere sake of being an early adopter or follower of the crowd. We frequently only stop to consider the what and how and forget the why: does the product or service facilitate providing better legal services to the client in the most efficient manner?

The concept of

Imagine you post an ad on craigslist to hire a legal assistant. Someone immediately responds by email and attaches a zip file. Believing the file contains the applicant

Lawyers routinely receive requests to share materials from the client file. Sometimes clients ask the lawyer directly, but other times the request comes from new counsel or third parties. Evaluating these requests requires you to consider who is entitled to the client file, as well as what documents and materials belong in the client file. Furthermore, you must also ask whether any limitations prevent you from releasing the complete contents of the client file.

According to a professional organizer based in New York City, the average person loses at least one hour per day because of disorganization. Disorganization can be particularly damaging to attorneys, who need to utilize their time efficiently in order to maintain their practice. Remember that it can be easy to organize your office, but the importance lies in maintaining the system longterm.

You may have heard about the popular tax season IRS scam in which the targeted taxpayers were notified by email they were in serious trouble for tax fraud. The IRS scam is an example of spear phishing: the targeted attempt to steal information.

Lawyers increasingly rely on the cloud to store, share, and synchronize their client files. Many use Dropbox and Google Drive for this purpose. However, the use of these common cloud storage services presents some data security concerns.

As of August 1, 2017, Uniform Trial Court Rule (UTCR) 21.040(1) is amended to require that a document submitted electronically, whether as a PDF or PDF/A, must allow for copying and pasting text into another document, as much as practicable. The goal of the amendment is to conform the UTCR to the Oregon Rules of Appellate Procedure, which already require electronically filed documents to include the ability to copy and paste.

Fraudsters continue to target lawyers, seeking access to client funds and personal information. Lawyers must be vigilant to protect clients against unauthorized access to funds and sensitive information held by the firm on behalf of the client.

Oregon has had a devastating fire season this year, and it

A batch of newly minted lawyers will be inducted into the bar this October. The Oregon State Bar New Lawyer Mentoring Program is a valuable resource for newly admitted members of the bar. As many lawyers have experienced, law school curriculums are often not geared toward preparing their graduates for the practice of law. Even with the advent of programs such as clinics and classes taught by practicing lawyers, new admittees often feel overwhelmed and unprepared.

The safekeeping of property is a well-known responsibility of lawyers. Attorneys understand that we must take great care in holding and accounting for any money in our possession that belongs to clients or third parties. But what happens when a lawyer has kept a client

The PLF gets frequent calls from lawyers asking about best practices for dealing with closed files. Traditionally, lawyers put their closed paper files in filing cabinets and store them in their office. When the cabinets are full, they move the files to a storage facility or the basement of the office building. The files stay there until destruction time, which is usually 10 years.

We all have deadlines to contend with, including those imposed by our clients, by opposing counsel, by the court, and by statute.

The medical profession uses it. Aviation uses it. Construction uses it. Even the culinary field uses it. It is the checklist. A checklist is a simple tool that can improve the effectiveness of performing complex tasks.

Text messaging with your clients is a practice that requires thoughtful consideration. If you find yourself in a situation in which you want or need to save text messages, you have many options available, but there is no "one size fits all" solution.

There are many ways to encrypt email messages sent to clients or other parties. You can use email encryption software like Trustifi, Virtu, or TitanFile. You can also use secure client portals within practice management software to securely exchange documents with clients. Even Outlook Email allows you to send encrypted email messages using a digital ID.

We now live in a digital world. Many of our interactions occur online using computers, smartphones, and other mobile devices. This new reality requires passwords at multiple stages, whether to unlock our computer or smartphone or log in to a practice management software program or website. Here are some suggestions for creating and managing passwords while following proper security measures.

Two-factor authentication is becoming one of the most important methods for safeguarding data. You

If you have old computers and other office equipment laying around in your law office or home, there is a good reason they are still with you and not in the dumpster. This article will discuss why you should be concerned about the data in your devices and the proper way to dispose of them.

The legal world is changing quickly on many fronts, most notably technology. The way we communicate is greatly impacted as a result. Unfortunately, it has also highlighted a divergence among different generations of attorneys, particularly regarding the most appropriate form of communication in different contexts.

Lawyers often ask how to go about sharing legal fees with colleagues or entities outside their law firm. The answer depends on how you arrange the division, and with whom you intend to split the money. Lawyers who split fees as part of a referral arrangement must be careful to follow ethical guidelines, and to also take practical steps to avoid discipline or fee disputes with clients and colleagues.

Have you ever wanted to text an appointment reminder or a quick message to your clients without having to use your cell phone? There is an easy and free way to do this. It

This past winter has been difficult for many of us to handle, both personally and professionally. Whether it be your commute to and from work, your child

Lawyers set fees for clients using a variety of arrangements. Charging a fixed fee, a set price for the services the lawyer provides, offers benefits to both you and the client. In addition, fixed fee agreements may reduce the possibility of fee disputes and increase the likelihood of carefully documenting the scope of representation.

One of the biggest roadblocks to succession planning is not adopting a reasonable timeline. I like reverse planning: Start with the end goal and work your way back. I guarantee that you will be surprised at how many interim steps are necessary.

The responsibilities and tasks of being a lawyer can be overwhelming. Fortunately, a simple rule can help you manage your time and law practice by showing you where you should focus your efforts and resources. It