eFiling has become the preferred method for submitting court documents throughout California. On May 26, 2020 eFiling for San Diego Family Law will be permissive, and mandatory later this year. Other practice fields are expected to follow suit soon.

Join us for our webinar with an eFiling expert to prepare for the changes before eFiling becomes mandatory. In this webinar, we will address San Diego and California eFiling rules, walk you through filings from end to end, address common eFiling mistakes, and answer your eFiling questions in great detail.The days of paper filings in San Diego Courts are limited. Stay ahead of the pack and learn the ins and outs of eFiling.

Topics to be covered:

• eFiling Updates & Deadlines
• Local and State eFiling rules
• Dashboard Overview
• Initiating a New Case
• Reasons for Rejected Documents
• Filing on an Existing Case - Q&A

​Clio Demo: Watch How Law Firms Use Clio From Intake to Invoice

Speaker: 
Justin Aves, Account Manager at Clio 

Put your free license to work! Bill 20-30% more time IMMEDIATELY using the #1 suite of apps for Clio. Predictive time tracking, intuitive document management, automatic email filing, dynamic text macros and much, much more! Faster Suite – Your one-stop-shop for getting the absolute most out of Clio.

Please join us for a discussion of RESOLVE Law San Diego, an unprecedented pro bono program that offers free mediations and free discovery referees. With COVID 19 impacting our civil justice system, a group of leading attorneys in San Diego got together to form RESOLVE Law for the benefit of those seeking resolution of civil disputes. RESOLVE Law is a simple and streamlined program, whereby the parties pick their free mediator or referee from a website and quickly schedule the proceeding. The referees can decide matters on a binding or nonbinding basis. RESOLVE Law is extremely pleased to offer a list of over 200 experienced attorneys and retired judges who are volunteering their time for this pro bono program. Panelists David Casey, Ben Bunn, Ben Cramer, and Deborah Dixon will give you more details about how it works, and how it can benefit you and your clients. In these very unique times, it is critical that all attorneys utilize creative thinking to best serve their clients. RESOLVE Law can help be part of the solution!

Speakers: 
Deborah Dixon, Ben Cramer, Ben Bunn, David Casey, Amy Rose Martel 

Recruiting and retaining top talent is critical to keeping your competitive edge. You can't afford to slow down with outdated, disjointed solutions. Build an engaging employee experience from before day one and drive an enviable culture while cutting down on manual, time-consuming processes. Our top-rated, all-in-one platform puts on-demand, mobile tools for managing employee data, communication, learning, and powerful data insights at your fingertips.

Tom Boyle - Top 5 Mistakes Attorneys Face with Their Trust Account Discuss the most common mistakes that attorneys make with managing their trust account. Walk through why mistakes happen and steps you can easily take to overcome these mistakes.

Understanding the high-level challenges attorneys face with managing their trust account

• Real world examples of attorneys getting in trouble from trust mistakes
• Understanding trust accounting basics

Go through the 5 most common mistakes – identify issue and provide solutions

1. Three-Way Reconciliations
2. Monthly Reconciliations
3. Maintain client ledgers
4. Negative client balances
5. Proper documentation for deposits and checks

Clio Customer Training: A Deep Dive Into Some of Clio's Key Features for Current Users

Speaker: Samantha Cao, Group Training Specialist

LawClerk:Leverage Freelance Attorneys and Tech to Next-Level Your Firm This program will offer an informative, frank, and even fun discussion about how to leverage the freelance legal ecosystem to up-level your legal practice. Want to be more productive AND more profitable? Freelance lawyers to the rescue!

Presented by Kristin Tyler, this program will benefit solo and small firm attorneys who need a flexible way to staff up their cases with freelance lawyers from time to time, or on a regular basis. The presentation will walk through the ethical - and practical - concerns as well as solutions when an attorney outsources to freelance lawyers.

Learning objectives:

• Identify key ethical concerns and apply practical solutions to stay compliant with ethics rules
• Distinguish the benefits that freelance lawyers can offer as compared to the traditional, full-time paralegal or associate attorney
• Examine when and how tech and/or outsourcing can be an excellent solution for solo and small firm lawyers
• Breakdown six steps for success with outsourcing.

Build Your Practice with Referrals from Lawyer Referral & Information Service. Join hosts Jason Sheinberg and Michelle Chavez discuss the benefits of joining the SDCBA’s Lawyer Referral &B Information Service. Learn about this inexpensive marketing option to help you build your practice.

Whether you are preparing to reopen your doors or have been open all along, you're looking at how to work differently to keep business running smoothly and employees safe and healthy. Whatever your situation, Paylocity is your partner to help you tackle the tasks of today so you can look ahead to tomorrow.

Join the ABA Retirement Funds Program to learn about COVID-19 and Your Financial Health: What you need to know right now. In this presentation we will talk about the state of the market due to the global pandemic, how the pandemic has affected things and what to expect in the coming months. We will also walk through the pillars of financial wellness, review real-time consumer sentiments on spending and saving during this time, and provide you with some tips on what you can do to protect your financial future.

Speakers:
Virginia Brennan
Maria Fisher
Joe Libbra

Join Hailey Thompson as she walks through LawPay’s easy-to-use payment solution developed specifically to give law firms a simple, secure way to accept client credit card and eCheck payments. Get billing and payment best practices and tips on how to use LawPay to grow revenue in your firm. LawPay is trusted by more than 145,000 legal professionals and is a proud San Diego County Member Benefit Provider.

Topics to include:

1. Use of virtual backgrounds
2. Managing Jury Selection Remotely
3. Sharing exhibits on Zoom
   • Do it yourself
   • Bring in the experts
4. Closing Arguments – PowerPoint Tips

Presenter: Tim Bedford

While legal firms can be as diverse as the lawyers who founded them, when it comes to size, location, specialty, and more, nearly all share a common goal — the desire for growth. So how can law practices ensure growth by increasing their revenues and expanding their client bases? In this seminar, we’ll explore this question by exploring:

1. The state of the legal industry
2. Expectations of today’s legal clients
3. Three focus areas that deliver consistent growth
4. Tips for maximizing efficiency to increase revenue
5. Ways to increase conversions and expand your client base
6. How to retain existing clients and turn them into referrals

Copy Link is one of SDCBA Benefit Partners with vetted pricing JUST FOR SDCBA MEMBERS. We offer Copiers, Printers, and Interactive White Boards that will help your firm with Cyber Security, Document Management AND Office Efficiency. WE will teach you how to easily manage your documents while using the highest level of Security the industry has to offer.

Topics:
New State of the Art Security Features-Firmware Attack Prevention and Self Recovery
Addressing Threats-Insider Security Breach, Cyber Crime, Cloud Services, Mobile Adoptions
Adobe Embedded Print Engine and Air Print
Cloud Connectors- SharePoint, OneDrive, Google Drive, Box, Dropbox

Over the past 30 years our clients have come to depend on the exceptional customer service and outstanding technical knowledge that we provide. Copy Link established ourselves as a service company. We have been privately owned and operated since 1990 and since then, have been building the business one satisfied customer at a time.

Copy Link has also been recognized by Sharp Imaging and Information Company of America as a Platinum Level Service Provider. “This is reserved for our best dealers who meet our highest standards of operational efficiency.” Qualifications include training, education, service support and customer satisfaction.

Stronger Security through Partnership! Sharp BLI Line of the Year! Copy Link-Your Trusted Resource for Office Technology!

Contact Judi Adams for a Review of your current Copier Lease. In today’s world of expense control, let me help you save money through our SDCBA Partnership. jadams@copylink.net 619-743-5870