Law Practice Tips

Jim Calloway is the Director of the Oklahoma Bar Association’s Management Assistance Program. I served as co-chair of ABA TECHSHOW 2005 and the first two GPSSF National Solo and Small Firm Conferences in 2006 and 2007. I frequently write and speak on legal technology issues, Internet research, law office management and organization and legal ethics. I make several dozen presentations per year to county bar meetings and other CLE events within Oklahoma.

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by Jim Calloway

OBA Management Assistance Program

(Originally published Oklahoma Bar Journal March 7, 1998 – Vol. 69; No. 10. Reprinted with permission.)

Note: I’m going to spend the next few days republishing some posts and articles that are difficult to locate and still have some value. I note that this article, originally published in 1998 when I had been…
Continue Reading Form Letters You and Your Clients will Love

Have you ever received an email that required your attention, but you didn’t have time to deal with it right away?

Maybe it was a project update, a client request, or a feedback form. You probably thought, “I’ll get back to this later,” and moved on to other tasks. But then, hours or days later, you realized that you forgot…
Continue Reading How to Pin an Email in Outlook and Never Miss Responding

Judge Scott Schlegel from Louisiana was a speaker at the 2023 Oklahoma Access to Justice Summit. Last year, I noted his conviction that both courts and law firms should embrace text message reminders to reduce failure-to-appear issues. Lawyers want to make certain their clients, especially potential new clients, do not miss their scheduled appointments as well as any court…
Continue Reading Artificial intelligence development dominated discussions of technological advancement in 2023.

Decades ago, I assumed that technology would soon advance to the point where automated document assembly would be fully incorporated in most law offices across the country. While great strides have been made in law office technology tools, and tools for automatically generating documents are much improved over what was available decades previously, many law firms still have not fully…
Continue Reading Automated Document Assembly is Easy, Right?

Years ago, I put together a presentation called “The Client-Centered Law Practice.” It focused on the irony that while law firms focused on serving clients and appropriately addressing their legal needs, clients sometimes had an impression that differed from that. To those (hopefully few) clients, it seemed that the law firm was busily engaged doing important work for other, very…
Continue Reading Providing Exceptional Customer Service

2023 cast a huge spotlight on Artificial Intelligence tools. That means it is a great year to attend ABA TECHSHOW, which will be held in Chicago February 14 – 17, 2024. But it is time to decide now! The Early Bird registration ends on Friday, January 11 and there is a price increase after that deadline.
 
Those who have…
Continue Reading ABA TECHSHOW 2024 Early Bird Deadline is this Week. I hope to see you there.

By Jim Calloway and Julie Bays
In August’s Law Practice Tips column, “ChatGPT, Artificial Intelligence and the Lawyer,”we covered the development of AI tools and some challenges they have presented to attorneys who did not appreciate the limitations of ChatGPT. This month, we will look at more AI-powered tools and techniques for using them.
DOCUMENT AND DEPOSITION SUMMARIES
One…
Continue Reading Artificial Intelligence Tools and Tips

Technology innovations and artificial intelligence tools have generated much discussion this year. There have been many truly amazing uses for AI demonstrated and many of the tools we currently use are now adding AI components. This is a perfect time to attend ABA TECHSHOW 2024, scheduled February 14-17, 2024, at the Hyatt Regency Chicago. The Oklahoma Bar Association Event Promoter…
Continue Reading A Great Time to Get Ready to Attend ABA TECHSHOW 2024

In private practice, I was threatened several times, always related to domestic and protective order cases. I didn’t consider any of them serious and took no action. But that was decades ago. Today we need to appreciate that threats must be taken seriously. Have you had a conversation with all of the people who work with you on how to…
Continue Reading Some Specific Steps to Take If You Receive a Threat

Technology advances change many things. A few decades ago, most lawyers would likely have rejected the idea that it would ever be a good idea to record a conversation between an attorney and a client. There would have been numerous philosophical objections and practical

objections, including the cost to transcribe the recordings. Many readers, no doubt, would still agree with…
Continue Reading Can Lawyers Legally and Ethically Record Conversations with Clients Using Artificial Intelligence – and Should They?

“Lawyers have hated passwords since passwords first made their appearance,” some of my colleagues recently wrote. So true.
Emerging AI tools mean it is easier to crack passwords. So, the standard advice for strong passwords is now at least 15 characters, with requirements of upper-case and lower-case letters, numbers, symbols and maybe a drop of blood (OK, not really.) The…
Continue Reading Passwords Are a Major Annoyance of the Digital Age. How to Cope.