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The Future, The Past, Some Fundamentals and Technology Tips Galore
By Jim Calloway The future and the past will be highlighted at the 2017 OBA Solo & Small Firm Conference. The conference, which will be held June 22-24 at the Choctaw Casino Resort in Durant, devotes an entire track on Friday to Oklahoma’s Trial of the Century — the Alfred P. Murrah Federal Building bombing…
Proposed Rule on Limited Scope Representation
By Jim Calloway Limited scope representation has been authorized under our Rules of Professional Conduct for some time. The Oklahoma Rules of Professional Conduct provide for this in Rule 1.2. Scope of Representation and Allocation of Authority Between Client and Lawyer. Subsection (c) provides: (c) A lawyer may limit the scope of the representation if…
Automation in Today’s Law Firm
By Jim Calloway One post-Christmas evening at home, we were taking care of several things. I finished loading the dishwasher, but set it to run in the middle of the night so we wouldn’t have to listen to it operate. My wife was using the laptop to schedule bill payments for the month. My Sonos…
Client Confidentiality, Personal Privacy and Digital Security
By Jim Calloway We have just emerged from a presidential election that led to more members of the general public becoming aware that email accounts can be hacked and the disclosure of stolen emails can be embarrassing and has profound consequences. Technology professionals and those who follow tech news have been aware of these facts…
The Basics of a Lawyer’s Smartphone
By Jim Calloway At the OBA Annual Meeting, during a discussion about smartphones, an attendee pulled out an old-style flip phone and smiled at us. This happens a lot, although not nearly with the frequency it did several years ago. Sometimes the lawyer is a bit sheepish about still having an old flip phone and…
The Benefits and Risks Associated with Relevant Technology
By Jim Calloway The technology and best practices used by lawyers to serve their clients and manage their practices has been a frequently discussed topic over recent years. For Oklahoma lawyers, there is a new reason to increase the attention paid to technology now. By order dated Sept. 19, 2016, the Oklahoma Supreme Court amended…
Email Attachments vs. Client Portals
By Jim Calloway Let me start by noting this particular column is focused on tools to use in a law practice. As the title suggests, this month I am going to discuss the differences between providing clients documents by sending them as email attachments versus providing the documents through a client portal. Some readers may…
Some Post-Summer Law Practice Tips
By Jim Calloway Summer is coming to a close and hopefully you have en-joyed some vacation and family time. Several of us enjoyed the OBA Solo & Small Firm Conference in June. We had one of the largest turnouts in recent memory. Our conference is only possible because of the support of a number of…
Proposed Agenda for Your Law Office Retreat
By Jim Calloway This probably seems like a presumptuous title. Every law firm is a little bit different, so there are different items they may want to focus on during a law firm planning retreat. But many law firms also have reinvention and repurposing challenges they need to consider. It seems like an agenda on…
You Are Not Paranoid If They Really Are Watching You Attorney-Client Privilege, Confidentiality and Cybersecurity in the 21st Century
By Jim Calloway “The government is watching me all the time. They have implanted devices to eavesdrop on me.” It used to be when a client or friend made this type of statement to you, it was time to gently steer them toward a mental-health evaluation. After sitting through multiple sessions at ABA TECHSHOW 2016…