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Management Assistance Program

Law Practice Tips

LPT Articles

Dodging Microsoft Tech Support Phone Scams

That helpful person calling from Microsoft Tech Support is most likely a scammer. The odds go up to 100% if they tell you they noticed a problem with your computer and are calling to help you fix it. You can easily test that premise by telling them they have just reached an FBI agent and…

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Securely Wiping Data from Your Computer, Phone or Tablet

Lawyers deal with confidential client information and we have a duty to secure that information. No matter who you are, you wouldn’t want to donate, give away or even discard a computer or phone with information still on the device. No one would want to transfer a computer or phone without making certain the personal…

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10 Top Technology Tools for the Small Firm Lawyer

By Jim Calloway 2020 certainly gave us all a lot to digest. My personal observation working with small to medium-sized law firms was those with digital client files securely available online had a better working experience than those with critical information trapped only in paper files. The most significant observation I have distilled from the…

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Three “Must-Have” Smart Phone Apps

By Jim Calloway, Director, OBA Management Assistance program. The “On Tech” newsletter from The New York Times typically has great content. I encourage people to subscribe to this. The current edition is Why Your TV Spies on You, which is a fact of life for most smart TV’s and streaming services. But while some lawyers…

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Responding to a Negative Online Review

By Jim Calloway, Director OBA Management Assistance Program Negative online reviews can hurt businesses and law firms are no exception. But other types of businesses don’t have to be concerned about confidentiality and attorney-client privilege if they choose to respond to a negative review. Here are some suggestions for lawyers on dealing with negative online…

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The Copier in Your Pocket

By Jim Calloway, Director, OBA Management Assistance Program It is now a cliché to note that we have more computing power in our mobile phones than NASA had at its disposal during the moon missions. Today we’ll discuss harnessing one bit of that power. Suppose you are visiting with a client outside of your office…

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Client Portals Are Now an Essential Service for Law Firms to Offer

By Jim Calloway, Director Oklahoma Bar Association Management Assistance Program Every law firm needs the ability to securely share information electronically with clients. Email is not a secure communication tool. Every law firm also should have a goal of providing superior client service. Providing your clients a secure location to log-in to review all the…

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We Are All Virtual Lawyers Now

By Jim Calloway Many lawyers learned to use new technology tools in 2020, and many learned to better use the technology tools they had at their disposal. While we all look forward to society returning to normal in 2021, some of the changes we have experienced will no doubt become permanent fixtures in business operations,…

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Words of Wisdom- The 10 Most Important Things I’ve learned About Trust Over My 100 Years (January 1, 2021)

Lawyers are in the trust business. If our clients do not trust our judgment, will they take our advice about the decisions that must be made on legal matters? Today I submit for your enjoyment and learning an essay on trust written by a 100 year old man. George P. Shultz served our country as…

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Words of Wisdom— Jack Newton on The Future of Law: A New Vision for Legal (December 31, 2020)

For the next few weeks, I’ll be passing along what I am calling Words of Wisdom. Some of these will be longer reads, although not this one. We at the Oklahoma Bar Association were so thrilled that Clio was a sponsor of our 2020 OBA virtual Annual Meeting last month and Jack Newton gave a…

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