- AI & Chatbots: Embracing Innovative Solutions for Your Law Firm
Chatbots and AI platforms have the potential to revolutionize the way law firms operate, bringing numerous benefits to both legal professionals and their clients. These technologies can streamline administrative tasks, enhance research capabilities, and provide quick and accurate responses to routine legal inquiries. By automating repetitive and time-consuming processes, chatbots can free up lawyers' time, allowing them to focus on more complex and strategic aspects of their work. However, it's crucial for legal professionals to be mindful of the ethical concerns surrounding the use of chatbots and AI in the legal field.
In today’s episode, hosts Christine Bilbrey and Jamie Moore welcome Tom Martin, CEO of LawDroid, to discuss how AI and chatbots can automate a firm’s processes.
About Tom Martin:
Tom is a graduate of Yale and UCLA School of Law, and is a legal AI advocate, lawyer, author, and speaker. He is the CEO and founder of LawDroid, a Generative AI Legal Technology Company, and is a co-founder of the American Legal Technology Awards. Clients include ARAG Legal Insurance, Fasken, Tennessee Alliance for Legal Services, Palace Law, and many law firms.
Tom has been recognized as an ABA Legal Rebel and a Fastcase 50 Honoree. He has presented at the ABA TECHSHOW, LegalWeek, ILTACON, ClioCon, and Legal Innovators. Tom’s writing has been published in the ABA’s Law Practice Today, Law Technology Today, and GP Solo Magazine.
Tom has his own podcast: LawDroid Manifesto on iTunes. He also serves as a mentor at the Yale Tsai Center for Innovative Thinking and ATJ Tech Fellows.
This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit including 1.0 hour of Technology CLE credit. Course #7932.
REFERENCED RESOURCES:38m | Aug 28, 2023
- Empowering Change: Cultivating a Resilient Law Firm Culture
Fostering a thriving law firm culture not only ensures the growth of a successful legal practice but also nurtures a positive and uplifting company environment. Although the legal industry has long held assumptions about the inevitability of a highly competitive, burnout-inducing culture, it is vital to challenge these norms. By doing so, law firms empower their employees, clients, and overall business to thrive. When employees feel valued and appreciated, they are naturally more motivated and invested in their work, culminating in increased productivity and success for the entire business. Ultimately, investing in a strong law firm culture becomes a win-win situation for all involved.
In today’s episode, hosts Christine Bilbrey and Jamie Moore welcome Paul Spiegelman, of Small Giants Community, to discuss the benefits of cultivating a positive company culture.
About Paul Spiegelman:
Paul is the co-founder of the Small Giants Community, a peer-group of purpose driven business leaders. Paul holds a bachelor’s degree in history from UCLA and received his JD from Southwestern University. He practiced law for two years before starting BerylHealth, where he was the co-founder and CEO. He is also the founder and chairman of The Beryl Institute and was the chief culture officer at Stericycle.
Paul is a sought-after speaker and a New York Times best-selling author on leadership, employee engagement, entrepreneurship, culture, and leading a purpose-driven life. His book, Why is Everyone Smiling? The Secret Behind Passion, Productivity, and Profit, includes low- or no-cost practices that can impact the lives of employees and the success of small or large businesses. He has made numerous radio and TV appearances and his views have been featured in the Wall Street Journal and Inc. Magazine. He is currently a columnist for Forbes.com and has been honored with the Ernst & Young Entrepreneur of the Year award.
This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit including 1.0 hour of Mental Health and Wellness CLE credit. Course # 7923.
1h 6m | Jul 31, 2023
- Patients Come Second: Leading Change by Changing the Way You Lead
- Why is Everyone Smiling?: The Secret Behind Passion, Productivity, and Profit
- Smile Guide: Employee Perspectives on Culture, Loyalty and Profit
- Is Your Law Firm Ready for a 4-Day Workweek?
Traditionally, the workweek spans from Monday to Friday, but have you ever questioned the rationale behind this norm and whether it is optimal? Amongst growing anxiety and stress levels worldwide, some companies are envisioning a different approach to work by embracing a 4-day workweek. Not only can a shorter workweek benefit employees’ mental health, but it can also enhance productivity. Research indicates that a reduced workload can lead to lower stress levels and greater job satisfaction, as well as offer more opportunities for leisure outside of work.
In today’s episode, hosts Christine Bilbrey and Karla Eckardt welcome Joe O’Connor, of the Work Time Reduction Center of Excellence, to discuss the 4-day workweek study.
The Work Time Reduction Center of Excellence is a global initiative based in Toronto, Canada, launched in partnership with leading UK and US people-first transformation company Curium Solutions.
Previously, as the chief executive officer of 4 Day Week Global, Joe led the design and implementation of four-day week trials all over the world, supporting hundreds of employers and thousands of employees to make the transition to reduced-hour, productivity-focused working in 2021 and 2022.
Joe holds an MBS in Strategy and Innovation Management and a BBS with Honours in Accounting from the Galway Mayo Institute of Technology, as well as an Advanced Diploma in Employment Law from The Honorable Society of King’s Inns.
Joe recently led a research project on work time reduction as a visiting research scholar with Cornell University in New York City. He is now based in Toronto, where he heads up Canadian operations for Curium Solutions in addition to directing the Work Time Reduction Center of Excellence.
Joe is also formerly the chairperson of the Four Day Week Ireland campaign, having founded the coalition in 2019, where he developed the world's first four-day week pilot program and research project in 2021.
He has been active on the issue of working time reduction since 2018, when he organized a major international conference and research paper on ‘The Future of Working Time’.
This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit including 1.0 hour of Mental Health and Wellness CLE credit. Course # 7651.
· Mission48m | Jun 26, 2023
- Actionable Steps for Balancing Well-Being and Legal Success
The legal profession has been grappling with the issue of lawyer well-being for a while now. Unfortunately, too many lawyers are still experiencing chronic stress and burnout resulting in high rates of substance abuse and depression. It is essential to acknowledge the importance of lawyer well-being and take actionable steps towards it. Healthy and happy lawyers provide better legal services to their clients, which improves their satisfaction and trust in the legal system.
In today’s episode, hosts Christine Bilbrey and Jamie Moore welcome Bree Buchanan, Senior Advisor at Krill Strategies, to discuss well-being strategies for lawyers.
Bree Buchanan, JD, MSF, was a founding co-chair of the National Task Force on Lawyer Well-Being and is a co-author of its groundbreaking 2017 report, The Path to Well-Being: Practical Recommendations for Positive Change. From 2020 to 2023, she served as board president and inaugural executive director of the Institute for Well-Being in Law. Prior to this, Ms. Buchanan served as chair of the ABA Commission on Lawyers Assistance Programs (2017-2020). She is currently a member of the newly formed Lawyer Well-Being Committee of the International Bar Association. As Director of the Texas Lawyers Assistance Program from 2013 to 2018, she worked with individual lawyers experiencing these issues, and with legal employers who were seeking resources and support for their staff. Her tenure with that program followed a two-decade legal career which included positions as a litigator, lobbyist, and law professor. She is now Senior Advisor with Krill Strategies, Inc., providing consultation and training on issues related to lawyer well-being and impairment for major legal employers.
Praised for her warm presentation style and engaging presence, Ms. Buchanan is a frequent speaker for international and national law-related organizations, as well as global law firms on strategies for lawyer well-being and impairment. In 2018, she was awarded the “Excellence in Legal Community Leadership Award” by Hazelden Betty Ford Foundation. Ms. Buchanan is co-host of the podcast, The Path to Well-Being Law, and has shared her own story of recovery as a featured guest on podcasts in the United States, Canada and the U.K. Ms. Buchanan’s writing has appeared in Law Practice Today, Judicature, The American Lawyer, and Family Lawyer Magazine, as well as Lawyer Health and Wellbeing: How the Legal Profession is Tackling Stress and Creating Resiliency (Ark Group, 2020). In 2018, she graduated from the Seminary of the Southwest with a Masters in Spiritual Formation, where she honed a deep interest in the intrinsic link between meaningful work and personal well-being, as well as in assisting individuals with vocational discernment. Based in Austin, Texas, and Eugene, Oregon, Ms. Buchanan tends to her own well-being by engaging regularly in hiking, cycling, weightlifting, and being willing to ask for help when she needs it.
Bree Buchanan can be reached at email@example.com; 512-797-6118.
This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit including 1.0 hour of Mental Health and Wellness CLE credit. Course # 7534.
50m | May 29, 2023
- The Path to Lawyer Well-Being: Practical Recommendations for Positive Change
- The Path to Well-Being in Law Podcast
- The Value of Client Intake: Practical Tips to Streamline Your Firm’s Workflow
The client intake process goes far beyond simply having a potential client complete a few forms. It encompasses everything from attracting new clients during the first interaction with your firm to ultimately signing engagement letters. For small firms and solo attorneys, this process can be incredibly time-consuming and typically does not generate any billable hours. However, by implementing efficient processes and utilizing the right tools, the client intake process can be streamlined, enabling your practice to run more smoothly while also leaving a positive first impression on clients.
In today’s episode, hosts Karla Eckardt and Jamie Moore welcome Jordan Turk, a practicing attorney in Texas and legal technology advisor at Smokeball, to discuss the client intake process. Smokeball is a cloud-based legal practice management software and one of The Florida Bar’s newest member benefits.
Jordan Turk’s family law expertise includes appeals, pre and postnuptial agreements, as well as complex property division and highly contentious custody cases. In addition, Jordan has given CLEs across the country on topics ranging from client relationships to proper trust account management. Jordan graduated from the University of Texas at Austin with a B.A. in Classics, History, and Religious Studies. She then went on to attend the University of Arkansas School of Law to earn her J.D. After almost four years of practice with a high-asset family law firm in Houston, Jordan discovered the world of legal technology which ultimately brought her to Smokeball.
Jordan has authored and co-authored many articles that you can find in various state bar publications and around the internet. Passionate about giving back to her community, Jordan makes a point of taking pro bono cases whenever possible.
This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit including 0.5 hour of Technology CLE credit and 0.5 hour of Ethics CLE credit. Course # 7414.
58m | Apr 24, 2023
- Getting More Done and Increasing Well-Being While Practicing with ADHD
A landmark ABA study revealed that 12.5% of lawyers have Attention-Deficit/Hyperactivity Disorder or ADHD, compared to only 4.5% of the general population. Individuals diagnosed with ADHD often struggle with sustained focus, organization, procrastination, and completing tasks on time. Most lawyers are under a fair amount of stress, which can exacerbate their ADHD symptoms. This can have a profound effect on professional performance, personal relationships, and overall emotional well-being. For attorneys struggling to manage their ADHD symptoms, there are effective strategies that can be used to regain focus.
In today’s episode, hosts Christine Bilbrey and Jamie Moore welcome Casey Dixon, founder of Dixon Life Coaching. Casey is an ICF Professional Certified Coach and CCE-Global Board-Certified Coach that helps high achievers with ADHD learn how to thrive.
Casey Dixon graduated from The University of Pennsylvania, Graduate School of Education with a master’s in educational policy and leadership and is a respected life coach with a unique focus on science-based, innovative, collaborative coaching, advising, and thought-partnering for attorneys with ADHD or executive function challenges.
She has been coaching clients with executive function challenges for over 17 years. Casey works with her clients to develop the tools they need to transform the impact ADHD and executive function challenges have on their productivity and well-being.
This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit including 1.0 hour of Mental Health and Wellness CLE credit. Course # 7227.
· Contact: firstname.lastname@example.org | Mar 27, 2023
- Sharon Nelson and John Simek of Sensei Enterprises, Share Cybersecurity and Technology Advice for Small Firms
Regardless of practice area, attorneys handle and store a volume of confidential information that can make them attractive targets for hackers. Small firms can be particularly at risk because they are less likely to employ fulltime IT staff. Cybersecurity can feel like an overwhelming topic, but there are actionable steps that a small firm can implement to build data protection and prevent security breaches.
In today’s episode, hosts Christine Bilbrey and Jamie Moore welcome technology experts, Sharon Nelson and John Simek, of Sensei Enterprises, Inc., to discuss cybersecurity dangers and legal technology software. Sensei Enterprises, Inc. is a nationally known digital forensics managed information technology provider, and managed cybersecurity firm in Fairfax, Virginia.
Sharon D. Nelson, Esq., is the President of Sensei Enterprises, Inc. and is the author of the noted electronic evidence blog, Ride the Lightning and is a co-host of the Legal Talk Network podcast series called “The Digital Edge: Lawyers and Technology” as well as “Digital Detectives.” She is a frequent author and speaker on legal technology, cybersecurity, and electronic evidence topics. She was the President of the Virginia State Bar from June 2013 – June 2014 and a past President of the Fairfax Law Foundation, and the Fairfax Bar Association.
John Simek is the Vice President of Sensei Enterprises, Inc. and has a national reputation as a digital forensics technologist and has testified as an expert witness throughout the United States. He holds a degree in engineering from the United States Merchant Marine Academy and an MBA in finance from Saint Joseph’s University.
John holds the prestigious Certified Information Systems Security Professional (CISSP) certification, and the Certified Ethical Hacker (CEH) certification in addition to multiple other technical certifications. He is a past chair of the ABA TECHSHOW and a co-host of the Legal Talk Network Podcast Digital Detectives. He is a frequent author and speaker on legal technology, cybersecurity, and electronic evidence topics.
This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit including 1.0 hour of Technology CLE credit and 0.5 hour of Ethics CLE credit. Course # 7140.
1h 3m | Feb 27, 2023
- About Us
- Podcast – Digital Detectives
- Podcast – The Digital Edge
- Contact Sensei Enterprises, Inc.: 703-359-0700
- Tech Expert, Bob Ambrogi, Shares Practice Management and Legal Technology Guidance
Making the most of your time is probably at the top of your list if you’re running a solo or small law firm. When you’re managing both the business side of your firm while also practicing law, your to-do list may quickly become overwhelming. Reducing repetitive tasks and streamlining your processes can be made easier with legal technology. That’s why choosing the right technology for your needs can be one of the most important decisions you will make.
In today’s episode, hosts Christine Bilbrey and Jamie Moore welcome legal technology expert, Bob Ambrogi, to discuss practice management software and legal technology trends.
Bob Ambrogi is a lawyer and journalist who has been writing and speaking about legal technology and innovation for more than two decades. He writes the award-winning blog LawSites, is a columnist for Above the Law, hosts the podcast about legal innovation, LawNext, and hosts the weekly legal tech journalists’ roundtable, Legaltech Week. He is also cofounder of the LawNext Legal Technology Directory.
In 2011, Bob was named to the inaugural Fastcase 50, honoring “the law’s smartest, most courageous innovators, techies, visionaries and leaders.” In 2017, he received the Yankee Quill award for journalism from the Academy of New England Journalists and was honored by the ABA Journal as a Legal Rebels Trailblazer.
A graduate of Boston College Law School, Bob is a fellow of the College of Law Practice Management and past-president of the Massachusetts Bar Foundation. In his law practice, he represents newspapers and the news media.
This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit including 1.0 hour of Technology CLE credit. Course # 6942.
Other Legal Tech Blogs:58m | Jan 30, 2023
- Attorneys: Is Your Nonlawyer Staff Ethically Supporting you?
Many attorneys rely heavily on their nonlawyer staff to assist with the extensive workload that comes along with running a practice. It is very easy to begin to lean on competent and experienced staff members to handle significant components of cases, but it is critical that attorneys have a clear understanding of the Bar Rules that address the appropriate roles of nonlawyers.
In today’s episode host Jamie Moore welcomes back Florida Bar Ethics Counsel, Jonathan Grabb, to discuss guidelines for the roles of nonlawyers and the attorneys that supervise them. The Florida Bar Professional Ethics Committee has created the Legal Assistants and Nonlawyer Employees Ethics Informational Packet that addresses proper and improper activities of nonlawyer staff. If your questions or issues are not addressed in this episode, you can contact The Bar’s Ethics Hotline.
Jonathan Grabb graduated cum laude from Florida State University’s College of Law in 2008 and became the Ethics Counsel for The Florida Bar in November 2021, after serving in the Ethics & Advertising Department for 8 years as an Assistant Ethics Counsel. Jonathan has fielded more than 20,000 calls on the ethics hotline, reviewed thousands of lawyer advertisements, and issued dozens of staff opinions. Prior to working at The Florida Bar, Jonathan was a Senior Attorney at the Agency for Persons with Disabilities.
This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit including 1.0 hour of Ethics CLE credit. Course # 6870.
46m | Dec 26, 2022
- Rules, Ethics & Professionalism
- Legal Assistants and Nonlawyer Employees – Ethics Informational Packet
- Subject Index of Ethics Opinion
- Lawyer Regulation
- ABA Model Guidelines for the Utilization of Paralegal Services
- Pro Tips for Flying Solo
Have you ever considered starting your own law practice? It’s an appealing question – imagine being your own boss, setting your own schedule, and only accepting cases that you are excited about. There are certainly a lot of pros to starting your own practice, but for every pro, there are also several cons to consider.
In today’s episode, host Jamie Moore welcomes Cristina Alonso of Alonso Appeals to discuss what it’s like to start and manage your own law practice.
Cristina Alonso of Alonso Appeals is Board Certified in Appellate Practice by The Florida Bar. She handles appellate litigation in state and federal courts. She has handled over 100 appellate matters, including matters before the Supreme Court of the United States, the United States Court of Appeals for the Eleventh Circuit, the Florida Supreme Court, and all Florida district courts of appeal. She also works as an integral part of trial teams, having served as counsel at over 25 trials. Her work includes providing litigation support, including ensuring that issues are preserved for appellate review, and drafting and arguing complex pre-trial motions, case dispositive motions, jury instructions, and post-trial motions. Her work also includes developing innovative strategies for new and evolving theories of liability, representing individuals and corporations in high-stakes litigation, managing national and statewide litigation, and providing appellate consulting services to trial counsel. Her experience spans various practice areas such as complex business litigation, constitutional and civil rights, mass tort litigation, and products liability. She was honored by the Daily Business Review as the “The Most Effective Lawyer” in Appellate Practice of 2014 and as one of “The Most Effective Lawyers” of 2009 in Miami-Dade, Broward, and Palm Beach counties. She was recognized by The National Law Journal as one of the 40 Minorities under 40 of 2011. She also received the Florida Diversity Council’s 2012 Breaking the Glass Ceiling Award, was named a Top Lawyer in the South Florida Legal Guide 2013-2022, and was selected for inclusion in Florida Super Lawyers 2013-2022. Cristina currently serves as the Chair-Elect of the Solo and Small Firm Section of the Florida Bar, and as an appointed member of the Board of Governors.
This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit. Course #6784.
46m | Nov 28, 2022
- Alonso Appeals
- Solo & Small Firm Section of The Florida Bar
- New Law Practice/New Office Checklist
- Choose a Corporate Structure
- Member Benefits
- Start a Law Firm Topics
- ABA Article: I’m Ready to Start My Own Law Practice – What Are the Pitfalls?
- Join the Florida Bar Lawyer Referral Service
- Florida Lawyers Assistance: Saving Lives and Livelihoods
We all know that the practice of law can be extremely stressful, and unfortunately, lawyers have consistently experienced higher rates of depression and substance abuse. Because of this, The Florida Bar’s Mental Health & Wellness of Florida Lawyers Committee continues to strive to bring awareness to the resources available to Bar members. One of the resources, Florida Lawyers Assistance, Inc., or FLA, provides confidential assistance through assessments, referrals, education, and support groups.
In today’s episode, hosts Christine Bilbrey and Jamie Moore, welcome Dan McDermott and Carol Parks, of Florida Lawyers Assistance. We discuss programs and services available to assist attorneys, judges, law students, and other legal professionals who may be impaired in their ability to function in a legal setting.
Dan McDermott was appointed Executive Director by the Florida Lawyers Assistance, Inc Board of Directors, effective June 15, 2020. Dan graduated from Yale University and The University of Iowa College of Law. Following a two-year clerkship with the Chief Judge of the US District Court for the Northern District of Iowa, Dan practiced law in Cedar Rapids for 5 years before moving to Washington, DC. He then began what is now a more than three decades-long stint as a lawyer in recovery. Dan worked in government relations in the financial services and technology sectors, before becoming Head of US Government Relations of Visa, the world’s largest electronic payment network. At FLA, Dan is responsible for overseeing day-to-day operations. The foundation of his work is assuring that members of Florida’s legal community receive compassionate interaction and appropriate counseling.
Carol Parks received her B.A. in Psychology from the Pennsylvania State University. She then became a Florida Certified Health Professional, received a Master of Science in Counseling from Nova University, and a Master of Business Administration from St. Leo University. She has worked tirelessly to educate and treat those suffering from addiction and mental health issues. From behavioral health technician to Chief Executive Officer of a 100-bed dual-diagnosis facility, Carol has the advantage of understanding all aspects of treatment from evaluation to aftercare, and from discovery to recovery.
This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit including 1.0 hour of Mental Illness Awareness CLE credit. Course #6704.
REFERENCED RESOURCES:54m | Oct 31, 2022
- Understanding Neurodiversity in the Practice of Law
Most of us at one time or another might have heard the saying, “great minds think alike.” Perhaps our colleagues have said it when collectively the same decision is made, or an exceptional idea is brainstormed in a group. But do great minds think alike, or do great minds think differently?
In today’s episode, hosts Christine Bilbrey and Jamie Moore welcome Haley Moss, author of Great Minds Think Differently: Neurodiversity for Lawyers and Other Professionals. We discuss how having a better understanding of neurodivergence can help lawyers foster positive relationships with their colleagues and help them work more effectively with the clients they serve.
About Haley Moss:
Diagnosed with autism at the age of three, Haley Moss’s parents were told that she might not ever finish high school or earn a driver’s license. Today she is a lawyer, neurodiversity expert, keynote speaker, educator, and the author of four books that guide neurodivergent individuals through professional and personal challenges. Haley is a consultant to top corporations and nonprofits that seek her guidance in creating a diverse workplace, and a sought-after commentator on disability rights and the Americans With Disabilities Act.
The first openly autistic lawyer in Florida, Haley’s books include “Great Minds Think Differently: Neurodiversity for Lawyers and Other Professionals” (ABA Book Publishing; June 2021), “The Young Autistic Adult’s Independence Handbook” (Jessica Kingsley Publishers; November 2021), “A Freshman Survival Guide for College Students With Autism Spectrum Disorders” (Jessica Kingsley Publishers; October 2014), and “Middle School — The Stuff Nobody Tells You About: A Teenage Girl With High-Functioning Autism Shares Her Experiences” (AAPC Publishing; March 2010) Her articles have appeared in outlets including the Washington Post, Teen Vogue, GQ, Bustle, Fast Company, Law 360 Pulse, and the ABA Journal.
Haley earned her law degree from the University of Miami School of Law with numerous honors. Admitted to the Florida Bar in 2019, she is the recipient of awards including the American Bar Association Solo, Small Firm, and General Practice Division’s Breaking Barriers Award (2021), D-30 Disability Impact List (2021), Road Less Traveled Award from Ms. JD (2020), Outstanding Self-Advocate Award from University of Miami — Nova Southeastern University Center for Autism & Related Disabilities (2018), and Publix Self-Advocate of the Year from the Palm Beach County Special Needs Advisory Coalition (2018).
This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit including 1.0 hour of Mental Illness Awareness CLE credit. Course #6579.53m | Sep 26, 2022
- Grow Your Practice with The Florida Bar Lawyer Referral Service
The Florida Bar’s Lawyer Referral Service was created in 1972 to bridge the gap for individuals in need of legal services by referral method with licensed attorneys. The Lawyer Referral Service serves an important purpose in providing clients with an unprejudiced referral to a licensed attorney who has the experience and knowledge in the area of law suitable to the client’s legal needs.
In today’s episode host Jamie Moore welcomes Christine Bilbrey, to discuss how attorneys can become a member of the Bar’s Lawyer Referral Service to serve Floridians and grow their client base.
Christine Bilbrey is the Director of The Florida Bar’s Practice Resource Center, and one of the hosts of The Florida Bar's LegalFuel podcast series. In addition to the Practice Resource Center, Christine oversees all things related to the Lawyer Referral Service and is also the staff liaison for The Florida Bar’s Standing Committee on Mental Health and Wellness of Florida Lawyers. Christine holds a master’s degree in Business Administration and a bachelor’s degree in Legal Administration. She previously served as the principal firm administrator at area law firms in her hometown of Pensacola, Florida. Prior to joining The Florida Bar, Christine was a certified HR classroom and virtual trainer for the world’s largest credit union.
This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit. Course # 6473.
37m | Aug 31, 2022
- The Florida Bar Lawyer Referral Service
- Join the Lawyer Referral Service
- Lawyer Referral Service Rules
- The Rules Regulating The Florida Bar
- LegalFuel: The Practice Resource Center of The Florida Bar
- Managing Remote and Hybrid Law Firms: Lawyaw Edition
Remote and hybrid work arrangements are not new concepts for law firm managers, however the pandemic resulted in more firms acknowledging that remote and hybrid models do work and are worth investing in long-term. According to a recent American Lawyer survey, “80% of firms have completed, or are currently developing, formal assessments of roles and individual workers to see if they were eligible for full remote work in perpetuity—beyond the pandemic.”
In today’s episode host Karla Eckardt welcomes Garima Goswami and Andreas Becker, of Lawyaw, a Clio company, to discuss their eBook on managing remote and hybrid law firms.
Garima Goswami is the Content Manager at Lawyaw. She is in charge of studying the current state and upcoming trends within the legal industry and creating content based on the findings. Previously, she worked as a content marketer in the finance automation industry focusing prominently on the digital payments sector; led crisis management and communication projects; and, worked as a journalist for print media before transitioning into SaaS marketing.
Andreas Becker is the Director of Business Development of Lawyaw at Clio. He has spent the last three and a half years working closely with thousands of legal professionals across the country to help streamline their practices. Prior to Lawyaw, Andreas practiced for several years as a personal injury and real estate attorney. He received his J.D. from the University of San Francisco School of Law, and a B.A. in Legal Studies from the University of California, Santa Barbara.
This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE credit including 1 hour of Technology CLE credit. Course #6243.
59m | Aug 3, 2022
- Lawyaw, part of Clio
- Thomson Reuters: 2021 Report on the State of the Legal Market
- The American Lawyer
- ALA Legal Management Magazine: Let’s Make a Deal
- ABA Formal Opinion 483
- Rules Regulating The Florida Bar 4-7.12(a)
- You Can Strengthen Your Brain, Improve Your Memory, and Elevate Your Mood in 12 Minutes a Day
Back in the 1960s, doctors were not yet aware that physical exercise could improve cardiovascular health. Flash forward to today and scientists are proving that with the right mental training, we can change the structure of our brains resulting in improved memory, strengthened focus, better decision making, and even reduced stress and anxiety.
Many of these studies have been conducted on groups of people who work in what are identified as “High-Demand” professions including soldiers and athletes. We know that the practice of law easily falls into this high-demand designation, so today we have brought in an expert to educate us on how we can integrate brain training into our lives in the same way we use a regular exercise program to strengthen our bodies.
Dr. Amishi Jha is a professor of psychology at the University of Miami. She serves as the Director of Contemplative Neuroscience for the Mindfulness Research and Practice Initiative, which she co-founded in 2010. She received her Ph.D. from the University of California–Davis and postdoctoral training at the Brain Imaging and Analysis Center at Duke University. Dr. Jha’s work has been featured at TED, NATO, the World Economic Forum, and The Pentagon. She has received coverage in the New York Times, NPR, TIME, and Forbes. She is also the author of the national bestseller, Peak Mind, Find Your Focus, Own Your Attention.
This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE credit including 1 hour of Mental Illness CLE credit. Course #5975.
REFERENCED RESOURCES:50m | May 30, 2022
- The Florida Bar Tech Helpline
In 2021 The Florida Bar Board of Governors launched a three-month beta test of a tech support helpline. After much success, the non-emergency Florida Bar Tech Helpline was added to the Member Benefits catalog in February 2022. The Tech Helpline offers routine remote services, including basic troubleshooting, operating system support, and technical setup for home and remote offices.
In today’s episode host Christine Bilbrey welcomes Adriana Linares, owner of LawTech Partners, operator of The Florida Bar Tech Helpline.
Adriana Linares is a legal technology consultant and trainer. She is a frequent speaker at national technology conferences and a regular contributor to legal blogs, publications, and podcasts. In 2013 she was selected as a Fastcase 50 honoree, recognizing “the law’s smartest, most courageous innovators, techies, visionaries, and leaders.” She served as Chair of the American Bar Association TECHSHOW 2017 and was profiled as a Legal Rebel Trailblazer by the ABA Journal in 2018. She is also the Technology & Practice Management Advisor of the San Diego County Bar Association. She has served as a technology consultant the Florida Bar Board of Governors and operates The Florida Bar Tech Support Helpline.
This podcast has been approved by The Florida Bar Continuing Legal Education Department for .5 hours of General CLE credit including .5 hours of Technology CLE credit. Course #5911.
REFERENCED RESOURCES:32m | Apr 25, 2022
- Everything CLE: Requirements, Reporting, Records, Etc.
The Florida Bar’s Practice Resource Center gets a lot of questions about trust accounting and technology, but one of the most popular topics members contact us about is Continuing Legal Education (CLE). They want to know how to find our free CLEs, or they are having trouble posting credits, or they are confused about the CLE requirements. New attorneys have questions about the Basic Skills Course Requirements (BSCR) and more experienced attorneys are looking for courses to maintain their Board Certification status. So, to help us bring clarity to all things CLE, we have brought in the expert.
In today’s episode hosts Christine Bilbrey and Karla Eckardt welcome Director of The Bar’s Legal Specialization and Education (LSE) Department, Maritza McGill, to discuss all things CLE.
Maritza McGill is the Director of the Legal Specialization and Education (LSE) Department of The Florida Bar. Maritza graduated from The Florida State University and was a Program Administrator at The Florida Bar from 1982-1997. She returned to the Bar in 2012 as Assistant to the Director of LSE and in 2015 she was promoted to Certification Specialist. In 2018 Maritza became the Assistant Director of LSE and then in 2022, was named Director. As the LSE Director, Maritza has oversight of the certification program, course accreditation and CLE/BSCR compliance of members.
This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit. Course #5877.
40m | Mar 28, 2022
- Florida Bar Member Portal
- Florida Bar Continuing Legal Education
- BSCR Phase 1: Practicing with Professionalism (PWP)
- BSCR Phase 2: Basic Courses
- Article: ABA CLEs Ineligible for FL CLE Credit
- LegalFuel Free CLEs
- The Lawyer Discipline Process from Start to Finish
Disciplinary Actions are likely the most closely read section of each edition of The Florida Bar News. However, total discipline cases are actually on the decline. According to the Bar’s website, in a typical year, the Attorney Consumer Assistance Program (ACAP) receives over 16,000 requests for assistance; and only about 25% of those inquiries result in the opening of a disciplinary file. Last year 3,364 files were opened which resulted in only 318 Supreme Court Discipline cases.
In today’s episode hosts Christine Bilbrey and Karla Eckardt welcome back Deputy Director of Lawyer Regulation, Patricia Savitz, to discuss The Florida Bar’s lawyer discipline process. If your questions or issues are not addressed, you can contact LegalFuel: The Practice Resource Center of The Florida Bar for guidance.
Patricia Savitz has been with the Bar since 1997 and was previously Bar Counsel with the Orlando Branch of The Florida Bar where she handled all aspects of Bar disciplinary proceedings. She was recently promoted to Deputy Director for the Lawyer Regulation Department of The Florida Bar. Patti received both her undergraduate and her law degree from the University of Miami. Prior to working at the Bar, Patti was an Assistant Public Defender in the 20th Judicial Circuit in Fort Myers and was a Senior Attorney with the Department of Children and Families. She has done extensive appellate work including oral argument before the Fifth District Court of Appeal and the Florida Supreme Court.
This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE credit including 1 hour of Ethics CLE credit. Course #5838.
REFERENCED RESOURCES:55m | Feb 28, 2022
- New Year, New Rules - an Ethics and Advertising Refresher
Every year, there are updates and changes to the Rules Regulating The Florida Bar and new Ethics Opinions. We are fortunate to have knowledgeable attorneys standing by on the Ethics Hotline responding to calls from our members. Because it’s a new year, we are going to discuss some of the changes that have recently gone into effect as well as review other important ethics and advertising rules.
In today’s episode hosts Christine Bilbrey and Karla Eckardt welcome back Florida Bar Ethics Counsel, Jonathan Grabb, to review rules and opinions that members frequently have questions about. If your questions or issues are not addressed, you can contact The Bar’s Ethics Hotline or LegalFuel: The Practice Resource Center of The Florida Bar for guidance.
Jonathan Grabb became the Ethics Counsel for The Florida Bar in November 2021 after serving the Ethics & Advertising Department for 8 years as an Assistant Ethics Counsel. Jonathan has fielded more than 20,000 calls on the ethics hotline, reviewed thousands of lawyer advertisements, and issued dozens of staff opinions. Prior to working at The Florida Bar, Jonathan was a Senior Attorney in the Agency for Persons with Disabilities. Jonathan graduated cum laude from Florida State University’s College of Law in 2008. In his free time, Jonathan enjoys going to the local rock-climbing gym with his wife and two daughters.
This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE credit including 1 hour of Ethics CLE credit. Course #5771.
50m | Jan 31, 2022
- Florida Bar Ethics Hotline 800.235.8619
- LegalFuel: The Practice Resource Center of The Florida Bar
- The Rules Regulating The Florida Bar
- Florida Bar Ethics Opinions
- Ethics Informational Packets
- Florida Bar Unlicensed Practice of Law Program
- Professional Etiquette in the Zoom Era
The Florida Supreme Court has partnered with the Bar to declare November “Legal Professionalism Month” and is asking members to rededicate themselves to the highest ideals of professionalism and civility in all they do. To close out the month and as reference going forward, we thought we'd discuss how to navigate the new normal as it pertains to our virtual or socially distanced workplace interactions with colleagues and clients.
In today’s episode hosts Christine Bilbrey and Karla Eckardt are joined by Mr. Manners himself, Thomas Farley, to discuss all our modern professional etiquette dilemmas.
Thomas P. Farley is a keynote speaker, workshop leader, syndicated columnist, and TV commentator. His clients have included the United States Department of Commerce, the Estée Lauder Companies, JPMorgan Chase, the Walt Disney Corporation, Bank of America, the American Automobile Association (AAA), the U.S. Army, Viacom, Toyota, and UPS. Thomas is a regular and popular guest on the NBC Today show, where he fields questions on modern-day manners issues. In 2017, he debuted “Manners on the Move,” a special multi-part Today show series that examined incivility in America. His syndicated weekly column, “Ask Mister Manners,” appears in Tribune publications throughout the United States. His insights appear regularly in other media as well, including the Rachael Ray show, Inside Edition, Dr. Oz, the New York Times, the Los Angeles Times, Wired and Money magazines, USA Today, CNN, VH1, and ABC. Thomas is a graduate of New York’s Fordham University. He has been a guest lecturer at New York University’s School of Continuing and Professional Studies, and he edited the anthology “Modern Manners: The Thinking Person’s Guide to Social Graces.”
This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE credit including 1 hour of Professionalism CLE credit. Course #5680.
REFERENCED RESOURCES:52m | Nov 29, 2021