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Pandemic Planning for Your Practice: What You Need to Know to Get Started and Client Communications and Management, Remote Systems and Virtual Meetings with Client


Level: Intermediate
Runtime: 121 minutes
Recorded Date: April 01, 2020
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Agenda

• Part 1 - Staying Afloat
        - Allaying employee fears and making tough calls
        - Managing remote staff and lawyers
        - Reducing distractions in your own remote setting
        - Policies and procedures to have in place
        - Necessary employee communications and feedback
        - How to have functional virtual meetings and collaboration
• Part 2 - Client Communications
        - Necessary Wet Signature/In-Person Meetings
        - Ethics Challenges to the Virtual Law Law Practice
        - Client Management
        - Building a Client Portal

Runtime: 2 hours, 1 minute
Recorded: April 1, 2020

Description

Scrambling to organize your firm after being forced to work remotely? This 2-hour course on Pandemic Planning will provide all of the necessary tools from dealing with client communications to managing employees.

This program was recorded on April 1st, 2020.

Provided By

American Bar Association
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Panelists

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Charity A. Anastasio

Associate Practice Management Advisor
AILA (American Immigration Lawyers Association)

Charity Anastasio is a Practice Management Advisor for the American Immigration Lawyers Association’s Practice and Professionalism Center in Washington D.C.

Charity received her JD from Seattle University School of Law in 2007 and opened a solo practice in 2008 focusing on estate planning, probate and family law.

In 2013 she joined the Washington State Bar Association’s Law Office Management Assistance Program. In 2015 she became the Director of Profession and Practice Advancement at the Maryland State Bar Association as, where she oversaw the Law Office Management Assistance and member benefits for a year and a half. Charity collaborates with AILA’s Ethics Committee and Practice Management Interest Group. She is the co-chair of the ABA Law Practice Division’s Outreach Committee and member of the Professional Development Board. She frequently authors the AILA PPC weekly practice tips and practice management and ethics articles.

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Catherine Sanders Reach

Director, Center for Practice Management
North Carolina Bar Association

Catherine Sanders Reach is Director for the Center for Practice Management at the North Carolina Bar Association, providing practice technology and management assistance to lawyers and legal professionals. Formerly she was Director, Law Practice Management and Technology for the Chicago Bar Association and the Director at the American Bar Association’s Legal Technology Resource Center. Prior to her work at the NCBA, CBA and ABA she worked in library and information science environments for a number of years, working at Ross and Hardies as a librarian. She received a master’s degree in Library and Information Studies from the University of Alabama, Tuscaloosa in 1997.

Catherine’s professional activities include articles published in Law Practice magazine, Law Technology News and GPSolo Magazine, as well as numerous other publications. She has given presentations on the use of technology in law firms for national bar conferences, state and local bar associations and organizations such as the National Association of Bar Council and the Association of American Law Schools. In 2011 she was selected to be one of the inaugural Fastcase 50, celebrating 50 innovators, techies, visionaries, and leaders in the field of law and in 2013 became a Fellow of the College of Law Practice Management. In 2015 she was selected to be part of the ABA LTRC Women of Legal Tech. She served on the ABA TECHSHOW Board from 2007-2009, 2014-2016, was co-vice chair in 2019 and was co-chair for 2020.


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