ONLINE MEMBER SERVICES
OKBAR.org –The OBA provides the latest bar news, updates on special projects, information on upcoming CLE and more. You can also find a list of staff and department contact information at www.okbar.org/members/OBAstaff.
MyOKBar – Members can update roster information, pay dues, access the member directory and much more on MyOKBar. Plus, links to free benefits like HeinOnline, single-login access for Fastcase and quick links to committees, sections and other important membership needs are available on your front page. To log in, click the MyOKBar link on www.okbar.org.
MyOKBar Communities – MyOKBar Communities is the message board and file-sharing service allowing members to communicate and network online. It also serves as the main communication tool for committees and sections. MyOKBar Communities automatically links with your MyOKBar account, so your information is synced. Access MyOKBar Communities through your main MyOKBar account page.
OKMCLE.org – On the MCLE Department website, www.okmcle.org/ (also available through the link on your MyOKBar main page), members can check MCLE requirements, get program approval applications and other forms, as well as get answers to frequently asked questions. Members can also view their transcript of CLE credits and review a list of all upcoming approved programs. If you have not already, you will need to create an account on this website.
Oklahoma Find A Lawyer –The public can find lawyers by practice and geographical area through the OBA-maintained website www.oklahomafindalawyer.com. The website is going through a massive update to make it easier for the public to find the right attorney. To be included in the free public directory, click the pen icon next to “Edit My Information” under your profile photo on your MyOKBar account, then scroll down to edit your contact and practice area preferences.
PRACTICE MANAGEMENT AND PROFESSIONAL DEVELOPMENT
OBA/CLE – The CLE Department provides hundreds of in-person seminars, webcasts and audio programs, as well as webcast encores and on-demand programs available 24 hours a day. Members can also watch a seminar video at the bar center. To schedule a video viewing, call Renee Montgomery at 405-416-7029. See all available programs at www.okbar.org/members/cle.
Ethics Counsel – The ethics counsel is available to assist members with ethical questions and inquiries on subjects such as conflicts, confidentiality and client concerns. All contact with ethics counsel is confidential per Oklahoma law. The ethics counsel also presents CLE programs on ethics and professionalism. Call 405-416-7055 or email email@example.com. Find ethics tips and more information online at www.okbar.org/members/ethicscounsel.
Counseling services – The OBA offers all bar members up to six hours of free counseling. Need help with stress, burnout, depression or addiction? Call the Lawyers Helping Lawyers Assistance Program toll-free at 800-364-7886. It’s strictly confidential and available 24 hours a day. Plus, members can take advantage of free monthly lawyer discussion groups in Oklahoma City. See program details and group discussion topics at www.okbar.org/LHL.
OBA sections – Twenty-eight substantive law sections are available and each offers tailored professional development and networking. Learn from colleagues in your practice area and develop new contacts. Benefits vary by section, with many offering free or discounted CLE to section members. Find a list of sections, their annual dues and a membership registration form in this issue or online at www.okbar.org/members/sections.
Speakers for county bar associations and civic groups – OBA officers, Board of Governors members and staff are available to speak at luncheons and banquets on a variety of topics including legislative issues, ethics, law office management and law practice tips. Call 405-416-7000 or 800-522-8065 to schedule.
Trust Accounting & Practice Management Services
Office “health check” consultations – Consultations in the lawyer’s office can cover a wide range of office management issues like technology, procedures or other areas, and typically involve group and individual interviews with staff and lawyers with the goal of outlining a series of recommendations and setting priorities. The fee is $500 per day for firms of five or less lawyers, or $750 per day for firms of more than five lawyers. Call 405-416-7008 to schedule.
Opening Your Law Practice program – A free one-day seminar to assist attorneys setting up new solo practices is held in both Oklahoma City and Tulsa. “Starting a Law Practice Web Directory” is also available at www.okbar.org/members/map/StartingALawPractice.
Practice management/technology hotline and consultations – Members may call 405-416-7008 to connected with OBA staff who can provide brief answers about practical management and technology issues, such as law office software, understanding computer jargon, staff and personnel problems, software training opportunities, time management and trust account management. Free 45-minute consultations at the bar center are also available for those setting up a new practice or who have an issue not comfortably handled over the telephone.
Lending library and discount book purchasing – Law practice management books and videos are available to borrow. There is no fee for checking out materials, but there is a $5 charge to mail the materials. See the complete list of materials at www.okbar.org/members/map. For members who prefer owning books to borrowing, use the discount code PAB9EOKB to purchase practice management and other books from the ABA.
Clio – Clio is one of the most widely-used, cloud-based practice management system in the world. Every day, tens of thousands of lawyers use Clio to schedule meetings, organize cases, track time and invoice their clients.
Accessible from your Mac or PC, phone or tablet, Clio allows lawyers to take control of their practice from any device, in any location, at any time. Clio even integrates seamlessly with other popular applications like Fastcase, LawPay, Quickbooks Online, Gmail and Office 365. OBA members receive a 10% lifetime discount on Clio. Visit the benefits page on MyOKBar for additional information on how to take advantage of the discount.
CosmoLex – CosmoLex combines practice management, billing AND accounting (No QuickBooks required), all in one login. Cloud access lets you get work done in the office or on the road. CosmoLex practice management keeps your meetings and tasks organized ensuring nothing slips through the cracks. Billing section captures all time and expenses in the moment – as soon as they occur. Your bills go out on time and you reap the rewards of better cash flow, higher profits. The accounting menu handles all the intricacies of business and IOLTA trust accounting right out of the box. CosmoLex helps you stay compliant with the requirements of Oklahoma Rule of Professional Conduct 1.15. Small Law firms across the country use CosmoLex to make their practice more compliant, efficient and profitable. Try CosmoLex Law Practice Management Software for free today and see how it streamlines your practice. OBA members received a 10 percent discount on CosmoLex law practice management software.
Visit the benefits page on MyOKBar for additional information on how to take advantage of the discount.
MyCase – MyCase is easy-to-use web-based practice management software that helps you manage cases, track time, automate billing and communicate with your clients. MyCase can help you practice more and manage less and is priced at only $39/month per user. OBA members receive a free trial and a 10 percent off lifetime discount. Visit the benefits page on MyOKBar for additional information on how to take advantage of the discount.
PracticePanther – PracticePanther provides a 7-day free trial or an unlimited free trial for your first 3 clients/cases. Thousands of law firms, lawyers and paralegals in over 35 countries use PracticePanther to automate their firms and get more done in less time. Work from anywhere, on any device, with the iPhone, iPad and Android apps. Integrate with Gmail, Outlook, Office365, Exchange, Google Calendar, QuickBooks Online, LawPay, Box.com, Dropbox, Zapier, our API and more. Get world-class support by phone, email or live chat. It’s simple, user-friendly and intuitive. OBA members get 10 percent off for the first year on PracticePanther’s legal case management software. Visit the benefits page on MyOKBar for additional information on how to take advantage of the discount.
Rocket Matter – Rocket Matter helps law firms offer better client service and increase revenues by more than 20 percent. The company was the first cloud-based legal practice management software on the market, landing its first client in 2007. It has been a leader ever since – Rocket Matter has powerful, easy-to-use time and billing software. Also, when law firms want to increase profits, go paperless, or improve confidence in their trust accounting, Rocket Matter helps them achieve those goals. With award-winning customer service based in the United States, it’s no wonder thousands of law firms swear by Rocket Matter. Rocket Matter is pleased to be a member benefit, and OBA members receive a 10 percent discount off the regular month-to-month pricing for life. Visit the benefits page on MyOKBar for additional information on how to take advantage of the discount.
TrustBooks– Trustbooks is a cloud-based service that makes trust accounting simple and is specifically designed for attorneys. With TrustBooks, common mistakes – like those made when filling out checks and deposit slips or reconciling bank statements – are caught and the important trust account ledgers of all client balances are automatically generated. Sign up at www.trustbooks.com and use the discount code OBAannual to get the OBA member annual price of only $299, more than a 30 percent discount off monthly pricing.
Zola Suite – Zola Suite cloud-based practice management software includes an encrypted client portal, Caseway, branded with your firm’s logo. OBA members receive a 15 percent subscription discount on this comprehensive, cloud-based legal practice management application. Visit the benefits page on MyOKBar for additional information on how to take advantage of the discount.
Leadership and volunteering opportunities – Boards, committees, sections and commissions offer leadership, volunteer, career development and statewide networking opportunities. Members may volunteer to serve on a committee online at any time during the year either through the front page of your MyOKBar account or by clicking the Join a Committee link on www.okbar.org/members/Committees/CommitteeSignUp.aspx.
Annual Meeting – Attend CLE programs and participate in section and committee meetings, plus take advantage of networking opportunities with attorneys and judges from across the state at the OBA Annual Meeting. You can also have a voice in bar business and electing future state bar leaders. The 2018 Annual Meeting will be Nov. 7-9 at the Hyatt Regency Tulsa.
Solo & Small Firm Conference – The Solo & Small Firm Conference provides CLE programs, statewide networking and small firm-friendly vendors, all in a relaxed family setting. Mark your calendar for June 21-23 at River Spirit Casino Resort in Tulsa.
Young Lawyers Division – The YLD is a professional service network offering opportunities to participate in community and bar-related projects. Lawyers of any age who have been in practice less than 10 years are automatically members. Visit www.okbar.org/members/YLD or find the YLD on Facebook at www.facebook.com/OBAYLD.
BlueJeans virtual meeting platform – BlueJeans is a distance meeting and videoconferencing service that allows members to join a section or committee meeting from anywhere, moderate a meeting from anywhere and even share documents with everyone across all platforms, just like a face-to-face meeting. To start using this for your committee or section meetings, contact Debra Jenkins at firstname.lastname@example.org or call 405-416-7042. You can read more about this service in the bar journal.
Legislative services – The executive director works to support adoption of legislative issues approved by the OBA House of Delegates. Additionally, the Legislative Monitoring Committee publishes a legislative report on the status of select bills while the Legislature is in session, both in the Oklahoma Bar Journal and online at www.okbar.org/members/legislative.
Meeting rooms – The Oklahoma Bar Center has several room sizes to accommodate small and large group meetings, client conferences and depositions. Free to members during weekday business hours, nominal fee for evenings. To schedule, call 405-416-7000.
OBA eNews –The semimonthly member e-newsletter, sent to members with an email address as part of their official roster information provides the latest association news and law-related information.
Oklahoma Bar Journal – Thirty-four issues of the Oklahoma Bar Journal are published annually. Issues are divided between the newly redesigned magazine-style theme issues – which include scholarly articles, member news and bar updates – and semimonthly electronic issues containing court material and opinions. Access current and archived issues from 2005 to present and see advertising information and submission deadlines at www.okbar.org/members/barjournal. Additional archived issues are available through HeinOnline (see information below).
Continuing legal education materials – Seminar materials are available for purchase and are an affordable way to get quality, state-specific practice aids on a variety of legal topics. A complete list of topics is available online in the Publications tab at www.okbar.org/members/cle, or at the Oklahoma Bar Center Monday through Friday, 8:30 a.m.-5 p.m. Electronic practice forms are also available by topic at www.okbar.org/members/cle/cleforms.
Legal information brochures – Pamphlets to give clients covering commonly asked questions relating to 15 legal topics are available to members at just $4 per bundle of 25. Brochure topics are: wills, probate, joint tenancy, home buying, tenant rights and duties, landlord rights, divorce, small claims court, employee rights, bankruptcy, trial juror information, lawyers and legal fees, advanced directive, criminal law and resolving conflicts and disputes. An online order form is available at www.okbar.org/public/brochures.
Oklahoma Legal Directory – This official directory of OBA members provides addresses and phone numbers, alphabetically and by county, includes guide to county, state and federal offices plus departments of the U.S. and Oklahoma government, complete digest of courts, professional associations including OBA officers, committees and sections. It is published by Legal Directories Publishing Co. in both print ($61 + shipping and sales tax) or electronic versions. Call 800-447-5375 ext. 2 to request an order form or visit their website at www.legaldirectories.com.
Title Examination Standards – Produced by the Real Property Law Section, this publication contains all the presently effective Oklahoma Title Examination Standards and reflects all revisions. Free to Real Property Section members, or only $9 per copy to nonmembers.
ENDORSED FINANCIAL SERVICES
ABA Retirement Funds – The ABA Retirement Funds Program offers no out-of-pocket expenses, professional fiduciary services, a broad range of investment options and full-service administration and has been providing affordable 401(k) plans exclusively to the legal community for more than 50 years. The program’s bundled approach allows firms to stay focused on the success of the practice, and provides trustee, record keeping, tax reporting, compliance testing, investment management and participant communication services – all from a single source – at no additional cost to the firm. Call 866‑812‑3580 for a free consultation or visit www.abaretirement.com for more information.
3000 Insurance Group programs – Keep rates low through group buying power. For information about OBA programs as well as standard market plans for life, health (employer-group, individual and Medicare supplement), individual disability, personal umbrella liability, long-term care and other insurance plans, contact 3000 Insurance Group (previously known as Beale Professional Services) at 405-521-1600 or 800-530-4863, or visit www.3000iG.com.
OAMIC programs - For professional liability, Oklahoma Attorneys Mutual Insurance Co. is the only insurer owned by OBA members. OAMIC can be reached at 405-471-5380 or 800-318-7505 or visit www.oamic.com. They also offer a broad range of court bonds with more information at www.oklahoma.onlinecourtbonds.com.
DISCOUNTS AND BENEFITS
Travel and Office Services
Hertz Car Rental – Members receive discounted Hertz car rental with the code CDP 0164851. Call 800-654-3131 or visit www.hertz.com for reservations.
Ruby Receptionists – Ruby Receptionists provides a team of customer experience experts in Portland, Oregon. Friendly, professional live receptionists create great impressions with your English and Spanish-speaking callers and help set your firm apart by answering with your custom greeting, transferring calls, taking messages, collecting intake, making follow-up calls and more. The mobile app allows users to manage service from anywhere, and Ruby integrates seamlessly with law practice management tools such as Clio and Rocket Matter. Call 866-611-7829, email email@example.com or visit www.callruby.com/okbar. Members receive special pricing on monthly plans and a 21-day money-back guarantee.
UPS – OBA members can use the UPS Savings Program and take advantage of some of the most competitive rates available on shipping services with UPS. UPS understands the importance of reliability, speed and cost. Discounts include:
- Up to 34 percent on UPS Air letters including UPS Next Day Air*
- Up to 30 percent on UPS Air packages (1 lb.+)*
- Up to 32 percent on UPS International imports and exports
- Up to 16 percent on UPS Ground shipments
- Savings begin at 70 percent on UPS Freight shipments over 150 lbs.
Discounts for new and existing UPS account holders. Plus, savings increase with use. To enroll, visit savewithups.com/oba
*Discounts exclude UPS Express Critical and UPS Next Day Air Early A.M.
Technology and Law Office Management
FREE! Fastcase – The OBA has contracted with Fastcase online legal research software to provide national coverage with unlimited usage, customer service and printing at no cost to bar members as a part of their existing bar membership. Plus, Fastcase MobileSync allows members to link their account to a smartphone or tablet and automatically sync activity history and saved favorites on any of the Fastcase applications, so no work is ever lost. To use Fastcase, go to www.okbar.org and click the link to sign into your MyOKBar account.
FREE! HeinOnline – HeinOnline access to archived Oklahoma Bar Journal issues is free to OBA members and allows users to research archived issues dating back to 1930. You can view, print or save as a PDF any article or an entire issue, as well as use the easy search tools to find the article, topic or author you need. Access it by clicking the red HeinOnline link on your main MyOKBar page.
LawPay – The OBA-endorsed LawPay credit card processing service is designed for attorneys. Funds from each client credit card transaction may be either deposited into client trust or operating account as the lawyer designates. All transaction fees are deducted from the law firm operating account to simplify the trust account record-keeping. Credit cards attract clients, win business, improve cash flow and reduce collections. To learn more call 866-376-0950 or visit www.lawpay.com/oba.
WordPerfect – Members can purchase the latest WordPerfect Office suite for legal professionals at a reduced price. Visti tinyurl.com/obawordperfect for pricing.
WordRake – Developed for lawyers, WordRake provides editing suggestions for clarity and brevity, and instantly edits documents in Microsoft Word with the easy-to-install add-in, suggesting changes that eliminate unnecessary words and phrases. A free seven-day trial is available, and annual licensing plans offer increased savings based on subscription duration. See more at www.wordrake.com; members receive a 10 percent discount with coupon code OKBAR.