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Day 1 | How to Manage Your Workload - Time, Task, Email and Distraction Management for Lawyers

WEDNESDAY, MAY 8, 2024

12:55      Welcome and Introductions

1:00        How to Manage Your Workload – Time, Task, Email and Distraction Management for Lawyers

Paul J. Unger, Affinity Consulting Group, Columbus, OH

Is technology serving you, or are you a servant to technology? Today, lawyers are constantly distracted by legal technology, connectivity, electronic case information, discovery, and information overload with email, instant messaging, social media, phone calls, interruptions and more. Lawyers switch tasks on their computers nearly 600 times a day. We are drowning in technology-based interruptions!

These technologies are essential and, in fact, required by many jurisdictions, but they are also killing productivity if we don't have the processes in place to deal with them.

In this program, we get our hands dirty and focus on how to manage distractions, emails, tasks and deadlines. Attendees learn how to take back control of your day and your practice with practical methodologies utilizing tools like Microsoft Outlook that you already own.

This program includes two 10-minute breaks.

4:20        Adjourn for the Day

THURSDAY, MAY 9, 2024

8:40        Welcome and Introductions

8:45        Security and Backup

Clara Cottrell, BASF Corporation, Research Triangle Park
Pegeen Turner, Legal Cloud Technology, Raleigh
Paul J. Unger, Affinity Consulting Group, Columbus, OH

Whether you are a solo or larger firm, mitigating your security risks is your professional and legal responsibility. In this session, we provide suggestions for reducing your risks and keeping your client data safe. Did you know that a good backup system is part of the security equation? We discuss best practices for the backup of your files, emails, and systems as well!

9:45        Break

9:55        Litigation and E-courts

Afi S. Johnson-Parris, Fox Rothchild LLP, Greensboro
Michele Livingstone, Poyner Spruill, Charlotte
Paul J. Unger, Affinity Consulting Group, Columbus, OH

Whether you live in the courtroom or make the occasional appearance, our speakers expound on how lawyers can stay on top of the docket and deadlines, manage evidence, provide persuasive arguments, and learn more about the new e-court filing system rolling out across the state.

This session does not qualify for CLE credit.

10:25      Break

10:35      Managing Change and People While Staying Sane

James M. "Jim" Calloway, Oklahoma Bar Association, Oklahoma City, OK
Samantha Gordon, McIntyre Elder Law, Charlotte
Michele Livingstone, Poyner Spruill, Charlotte

Managing people is not a skill necessarily taught in law school but is an essential component for most lawyers, whether you are supervising other lawyers or your support team. Remote and virtual team members add to the management challenge. On top of that you may find that even with the smallest team, change adds a layer of complexity. In this session, we provide management tips and some suggestions for putting your oxygen mask on first!

This session does not qualify for CLE credit.

11:10      60 Tips in 60 Minutes

James M. "Jim" Calloway, Oklahoma Bar Association, Oklahoma City, OK
Damon T. Duncan, Duncan Law LLP, Greensboro
Brandon J. Huffman, Odin Law and Media, Raleigh
Afi S. Johnson-Parris, Fox Rothchild LLP, Greensboro
Pegeen Turner, Legal Cloud Technology, Raleigh
Paul J. Unger, Affinity Consulting Group, Columbus, OH

In this fast and fun session, our speakers provide actionable tips for everything from using generative artificial intelligence to leveraging mobile technologies and everything in between. In this session, there is never a dull moment as our panelists provide practice management and technology tips that are sure to lead to some enlightening ideas!

This session does not qualify for CLE credit.

12:20      Lunch Break

1:20        Client-centric Services

James M. "Jim" Calloway, Oklahoma Bar Association, Oklahoma City, OK
Damon T. Duncan, Duncan Law LLP, Greensboro
Afi S. Johnson-Parris, Fox Rothchild LLP, Greensboro
Kim K. Steffan, Steffan & Associates PC, Hillsborough

Do you put the client's experience first? You should! Excellent communication is necessary to comply with RPC 1.4, and it can also ensure that your clients become fans of your firm. It isn't always about "winning" or "losing", but a client who feels well represented and in the know will tell others. Our panelists suggest ways to make sure that your firm can develop and improve your client-focused services.

2:20        Break

2:30        Business Development, Finance and Marketing

James M. "Jim" Calloway, Oklahoma Bar Association, Oklahoma City, OK
Brandon J. Huffman, Odin Law and Media, Raleigh

Afi S. Johnson-Parris, Fox Rothchild LLP, Greensboro
Catherine Sanders Reach, North Carolina Bar Association, Cary
Kim K. Steffan, Steffan & Associates PC, Hillsborough

Whether you need more clients or have plenty now, firms should have business development and marketing strategies in place to remain visible and top of mind in the marketplace. We also discuss how to get on top of your finances to make sure that you are conversant in your bottom line so you can focus on stability and growth.

This session does not qualify for CLE credit.

3:30        Break

3:40        Microsoft 365 and Law Practice Technology

James M. "Jim" Calloway, Oklahoma Bar Association, Oklahoma City, OK
Damon T. Duncan, Duncan Law LLP, Greensboro
Pegeen Turner, Legal Cloud Technology, Raleigh
Paul J. Unger, Affinity Consulting Group, Columbus, OH

Technology competency is a requirement under the NC Rules of Professional Conduct 1.1. How can you make the best use of tools you already have? Are there practice-specific technologies that you can deploy to stay on top of a case or matter so you can focus on the representation and not the administrative processes? In this session, we give you tips to superpower your technology so you can get more done with accuracy and acumen.

4:40        Adjourn

‡ Indicates portion providing Technology Training credit

Thank you

Thank you for joining us for Day 1 of How to Manage Your Workload - Time, Task, Email and Distraction Management for Lawyers. We'll see you tomorrow.

Description

The NCBA Center for Practice Management and Continuing Legal Education Department come together for this unique blend of professional development and educational programming.

Day 1 focuses on time management and Day 2 covers hot topics like security, client services, marketing, technology and more.

Contributors

  • Paul J. Unger

    Paul J. Unger an attorney and one of the founding partners of Affinity Consulting Group in Columbus, OH. He focuses on national speaking/training, coaching, strategic consulting, and workflow design for law firms and legal departments. He provides continuing legal education (CLE), legal-specific software training, and professional development programs for law firms and legal departments throughout North America.

    Paul is the author of dozens of publications & legal technology manuals, including recently published books, Tame the Digital Chaos: A Lawyer's Guide to Distraction, Time, Task & Email Management (2020), Getting Your Digital House in Order (2023), PowerPoint for Legal Professionals (2023), and Adobe Acrobat for Legal Professionals (2020). He served as chair of the ABA Legal Technology Resource Center (2012-13, 2013-14), chair of ABA TECHSHOW (2011), and on the Executive Board for the Association for Continuing Legal Education (ACLEA) (2017-18, 2018-19).

    Paul is an active member of the Ohio State and New York State Bar Associations. He specializes in time, task & distraction management, document and email management, paperless office strategies, courtroom technology, and legal-specific software training for law firms and legal departments.

    Click here for more information about Paul.

Share Your Tips!

Have some practice and technology tips to share?

Submit them and we'll share with attendees and in a future CPM From the Center blog post!

Click here to view Forms and CLE Policies, Terms and Conditions.

If paying by check, click here for a printable registration form. Please reference the in-person live program code 351CPM.


Can't attend in person? Please contact us at askcle@ncbar.org or 919.677.0561 to switch your registration to the Live Webcast before the start of the program.

(After the live CLE program begins, you will have real-time access to only the program format for which you are registered — either In-Person Live or Live Webcast — and your registration cannot be switched.)


Certificate of Completion and Archived Video: Your certificate of completion and archived video will be available approximately two weeks of the program date and can be found in your CLE account. MCLE credit is available to registrants only on the day(s) of the live event. This archived content is offered solely for review purposes and is not a substitute for live attendance. Click here for more information about archive videos in our FAQ.

May 8, 2024
Wed 12:55 PM EDT

Duration 3H 25M

This live web event has ended.

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