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Retainers, Advances or Deposits? ABA Ethics Panel Says the Label Doesn’t Matter Because All Must be Held in Trust

By Jim Calloway Prepaid legal fees and refundability of those fees was the subject of American Bar Association Formal Opinion 505. The recently released opinion states that under the Model Rules of Professional Conduct, a fee paid to a lawyer in advance for services to be rendered in the future must be placed in a…

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Informed Delivery by USPS: See Your Mail Before It Arrives for Free

By Julie Bays Informed Delivery is a free service by USPS (United States Postal Service) that enables users to preview images of their incoming letter-sized mail and receive notifications about scheduled packages. This feature can greatly benefit lawyers and businesses by streamlining mail management, enhancing security, and improving organization. Key Benefits for Lawyers and Businesses:…

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What to Expect from the New MS Outlook

By Jim Calloway You may have noticed a button in the upper right-hand corner of your Outlook screen that says try the new Outlook. Being a busy lawyer may have meant you thought “No time for that now. Maybe later.” And some who clicked on the button were so surprised by the new look of…

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The Good and the Bad of Solo Practice: Clio’s Latest Legal Trends Report for Solos

By Jim Calloway Empirical data about solo law practice used to be difficult to locate. Clio, a legal practice management solution, has stepped into the breach with its Legal Trends reports. Its 2023 Legal Trends for Solo Law Firms has been released. It uses anonymized data from Clio customers and survey data from legal professionals…

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15 MS Office Keyboard Shortcuts to Boost Your Productivity

By Jim Calloway Some of you may recall at the beginning of the year, our Digital Edge podcast covered The Ten Most Popular Office 365 Tips For Lawyers and featured Danielle DavisRoe of Affinity Consulting. It was a great podcast and, if you missed it, it is not too late to listen. Recently Danielle DavisRoe…

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FBI Warns Against Using Public Charging Stations

By Jim Calloway Avoiding free charging stations in airports, hotels and shopping centers is important for your digital security, according to a warning recently posted by the FBI. As the tweet noted, “Bad actors have figured out ways to use public USB ports to introduce malware and monitoring software onto devices.” While it is not…

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Easy Photo Editing for Lawyers — Google Pixel’s Magic Eraser Comes to iPhone

By Jim Calloway Today’s photo editing software can be amazingly powerful. But power creates complexity. For tools like Photoshop, significant training will be required to use it. For the rest of us, a tool like Google’s Magic Eraser is all we need because we normally just want to remove unwanted images or people from photos….

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How to Record a Phone Call on Android

By Jim Calloway Approximately one year ago, it became more challenging to record phone calls on Android phones. In April 2022, Google announced Android apps in the Play Store could no longer use Android’s accessibility APIs for non-accessibility purposes. Since that was how most third-party call recording apps operated, they were effectively killed when the…

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Gmail Tricks You Can Use

By Jim Calloway I would imagine most lawyers by now have a Gmail account, although many do not use it for their professional email account. Catherine Reach, Director, North Carolina Bar Association Center for Practice Management last week published Gmail Tricks You Can Use. There are some handy tips included in this post. My Gmail…

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Marketing Tips For Young ̶ And Not So Young ̶ Lawyers

By Jim Calloway Marketing was the theme of the March/April 2023 American Bar Association Law Practice Magazine. While there are many articles of interest in that issue, let me direct you to Marketing Tips For Young And Not So Young Lawyers by Stephen Embrey, Chair of the ABA’s Law Practice Division. This is a short…

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How to Repair a Broken Word Document

By Jim Calloway Barron Henley, of Affinity Consulting, spoke at ABA TECHSHOW on mastering Microsoft Word (my title, not his). Barron has done similar programs for the OBA before. His program is half great tips and improved efficiency and half voicing all the frustrations we have experienced with Word. You know these, e.g. “How can…

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Exchanging Files with Dropbox

by Jim Calloway Many lawyers use Dropbox. One of its powerful features is file sharing. However, there have been several highly publicized instances of sharing errors where confidential client documents were compromised. If you are a Dropbox user, the post Exchanging Files with Dropbox is a great read, which outlines the different ways you can…

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GoDaddy Says a Multi-Year Breach Hijacked Customer Websites and Accounts

Another major security breach has made the news. Ars Technica reports, GoDaddy says a multi-year breach hijacked customer websites and accounts. The report notes the “most recent event occurred last December when the threat actor gained access to the cPanel hosting servers customers use to manage websites hosted by GoDaddy. The threat actor then installed…

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Small Firm Lawyers Can Represent Big Business ̶ Here’s How

By Jim Calloway Oklahoma City attorney Mark A. Robertson defies the stereotype. He heads a small law firm doing securities work and representing both large and small businesses. In his feature for the ABA’s Law Practice Today, Advising the Business Client, he provides a thorough review of how lawyers can build a clientele of business…

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How to Handle a Mistake as a Young Lawyer

By Jim Calloway One challenge of practicing law is that it often seems there are only two standards of conduct: absolute perfection and malpractice. Those of us who have worked in law firms know that perfection isn’t possible with fallible humans doing the work. But one can design systems to hopefully catch most errors before…

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The Ten Most Popular Office 365 Tips for Lawyers

By Jim Calloway Our new Digital Edge podcast, The Ten Most Popular Office 365 Tips For Lawyers, is really quite special in that I can almost guarantee you will learn at least one thing that you will immediately start to use. Our guest is Danielle DavisRoe, who is a senior consultant at Affinity Consulting Group….

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Communicating Better in a Post-Pandemic World

By Jim Calloway Communication tasks are a lot of what lawyers do daily. It is certainly a challenge to stay current with all client communications while keeping up with all of the other work in a law office. But what is the purpose of this communication? In most cases we want a response. Productivity expert…

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Choosing a Domain Name for Your Website

By Jim Calloway Every lawyer or law firm should have a website. Most people no longer use the Yellow Pages and search for everything from purchasing legal services to buying a car on the internet. The web is how most businesses obtain new customers. The law firm web site can provide many functions and resources,…

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Trust Issues with LastPass Password Manager

By Jim Calloway During the last couple of months of 2022, I taught several CLE programs on ethical issues with lawyers’ use of technology. Password managers are one key to ethical digital security because you can create extremely long passwords no one could guess, and you won’t be tempted to use the same password for…

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OBA Member Discounts for ABA TECHSHOW 2023

By Jim Calloway ABA TECHSHOW 2023 will be held March 1-4 at the Hyatt Regency Chicago. The OBA Member Discount Code is EP2306.  TECHSHOW is always a great event for those working in small to medium-sized law firms to attend and receive a lot of information. There is a lot to see and do at…

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