Jim Calloway

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When we use software, we accept a lot of default settings. So many lawyers are just using whatever default font for email that came with Outlook or was selected by their IT department. Considering how much lawyers use email for important communications today, you should examine your options.
For example, if you are using a 10-point font for email, you
Continue Reading The Font You Use for Email Matters More Than You Think

It’s the time of year for New Year’s resolutions. Well, since this comes out in mid-January, it is the time when many New Year’s resolutions have already been made and broken. But with the new year ahead, it is an appropriate time to reflect on your law firm and the goals you have for the year. So instead of calling
Continue Reading New Year’s Resolutions and Goal Setting for Lawyers

This story, Steady guidance in changing times: Practice management advisors help lawyers move forward, appeared in the ABA publication Bar Leader. Our community of Practice Management advisors (PMAs) includes so many smart and talented individuals. Marilyn Cavicchia is a great writer and she interviewed several  of us for this feature..

I’m biased of course, but the bar associations who provide
Continue Reading Steady guidance in changing times: Practice management advisors help lawyers move forward

The Sound of Music is often associated with the holiday season, even though the movie doesn’t contain content we would normally think of as relevant to the holidays. One reason is that in the days before streaming, family-friendly content was often broadcast by networks during this season. Many people have memories of watching the movie during the holidays with family.
Continue Reading A Few of My Favorite Things

I had no idea how many law firms answered their phones with “Hello L’office” until I went to work for the OBA. But it’s not limited to Oklahoma. I have received the same greeting calling lawyers’ offices in many states. Obviously, the intended greeting is “Hello Law Office,” but when you are busy and do a task hundreds of times,
Continue Reading Avoiding ‘Hello L’office’ and Other Law Firm Telephone Tips

Sharon Nelson and I usually are acquainted with most of our podcast guests. But Dru Armstrong has been the CEO of LawPay.for just over 90 days and it was a pleasure to meet her while we interviewed her for our podcast: A Conversation with LawPay’s CEO – and Introducing ClientCredit. She was fun, engaging and it clearly wasn’t
Continue Reading Digital Edge Podcast: A Conversation with LawPay’s CEO – and Introducing ClientCredit

With Halloween just ahead, Attorney at Work shared a post today on Lawyer Tech Tips: Things That Go Bump in Legal Tech. Contributors included Jim Calloway, Anne Haag, Tom Lambotte, Catherine Sanders Reach, Sharon Nelson and John Simek, and Ben Schorr.
You will find some good advice wrapped around a few spooky stories. But there are lots of great
Continue Reading Lawyer Tech Tips: Things That Go Bump in Legal Tech from Attorney at Work

Discussing technology competence among lawyers is always an interesting conversation. When we were discussing adopting the technology competence amendment to the Oklahoma Rules of Professional Conduct, one lawyer indicated that he didn’t want to learn how to use Twitter and shouldn’t be forced to by a rule or comment. My unspoken reaction was “You don’t have to learn about Twitter,
Continue Reading Technology Competence for Every Lawyer

Some of the greatest decisions of your career may be ones that you don’t even remember. They involve clients who you decided not to represent that went on to make another lawyer’s life miserable for a while. Client selection is an important aspect of law firm management. For many lawyers, this involves a one-to-one consultation with prospective clients.
My column
Continue Reading Client Selection: How to Red Flag High-Risk Clients (Including Relatives)

We recently did a Digital Edge podcast Overcoming Trust Account Management Challenges.
Our guest was Paul Garibian, a fintech expert, entrepreneur, and current CEO of Nota. Nota provides financial services to lawyers including trust accounts with no services charges. We discussed common mistakes lawyers make with their trust accounts, the serious consequences of mismanaging these accounts, and the best
Continue Reading Overcoming Trust Account Management Challenges

Lawyers often deal with the challenges that occur when people die without making a last will and testament. One result is sometimes intestacy laws distribute property differently than the deceased might have wanted. Additional expenses and legal fees are almost always a result.
Similar challenges and expenses can occur when a lawyer dies or becomes disabled without leaving instructions as
Continue Reading Protecting Your Clients When You Aren’t Able to Help

Way back when I practiced law, few one- and two- lawyer offices prepared a budget in advance for the year. Their budget, and in many cases their “partnership” distribution formula, was the tried-and-true formula “you eat what you kill.” Had we questioned the lawyers about that omission, many would have responded that budgets weren’t important because that wasn’t real money.
Continue Reading Why should a solo or small firm prepare a budget?

Years ago, there was a lot of discussion in the legal community about metadata, the hidden data contained in documents that had the potential to reveal more about the document than most lawyers would like. It was a potential problem when using forms from a past client’s matter as a form for a new document in a new client’s matter.
Continue Reading How to Clean Up Your Docs with Microsoft’s Document Inspector