How to Run a Prosperous Law Firm in the Digital Era

Agenda / Content Covered

1. Recent Trends and Current Issues in Technology and Legal Practice
   10:00 - 10:30, Jack R. Luellen
2. Intro to Branding, Social Media, and Marketing for Attorneys
   10:30 - 11:30, Sarah Holmes
   1. Creating a Client-Centered Website for Your Firm: Key Steps to Take
   2. Best Practices in Using Social Media to Grow Your Client Base
   3. SEO and Blogging Strategies for Attorneys
   4. Useful Tips for Legal Branding
   5. Asking for Referrals: Legal Best Practices
   6. Quantifying Your Return on Marketing Investment (ROMI)
   7. Paid Advertising Strategies
3. Tips and Tricks for Mastering the Remote Presentation
   11:45 - 12:30, Katie Brown
   1. Guidelines for Presenting Your Best Virtual Self
   2. Storytelling Methods That Build Clarity and Understanding
   3. Top Tips for Engaging the Audience
   4. Do's and Don'ts of Sound, Lighting, and Setup
   5. Understanding How to Use Different Platform Features
4. Essential Tech, Tools, and Tips for Law Firms
   12:30 - 1:15, Jack R. Luellen
   1. Setting Up a Mobile Law Practice 101
   2. Billing and Time-Tracking Software
   3. Insights on Virtual Receptionists
   4. Different Types of Practice Management Software
   5. Primer on Client Intake and CRM Software
5. Artificial Intelligence in the Law Firm: What Attorneys Need to Know
   1:45 - 2:15, Katie Brown
6. Best Practices for Creating and Implementing a File Retention and Destruction Policy
   2:15 - 3:00, Kristina T. Larry
7. Protecting the Firm From Cyberattacks: Key Steps to Take
   3:15 - 4:00, Kristina T. Larry
   1. Ethical Obligations Regarding Cybersecurity
   2. Common Cyber Threats Facing Law Firms
   3. Preventing and Responding to Cyberattacks
   4. Warning Clients of a Potential Breach
   5. Working in the Remote or Hybrid Law Firm: Ensuring Legal Best Practices
8. Legal Ethics
   4:00 - 5:00, Jack R. Luellen
   1. Key Rules of Professional Conduct
   2. Safeguarding Confidentiality in Electronic Communications
   3. Legal Advertising Traps for the Unwary
   4. Conflicts of Interest
   5. Data Security and Tech Competence

Accreditation Details:

Katie Brown is the associate dean for information resources at Charleston School of Law. Ms. Brown's research and scholarship interests are in the area of intellectual property, acting skills for lawyers, law and literature, management, and a variety of legal research related topics. She has taught specialized, beginner, and advanced legal research courses; and seminars on legal technology for practice, art of advocacy, and contracts. She is a very active member of the American Association of Law Libraries (AALL). Ms. Brown has participated in a variety of leadership roles throughout the association chapters and special interest sections. Ms. Brown earned her B.F.A. degree from DePaul University, her master's degree in library and information science from the Drexel University iSchool, and her J.D. degree from Seattle University School of Law.

Sarah Holmes is the managing member with Holmes Business Law, PC, where she practices in the areas of business, real estate, international law, trademark and social media. She is admitted to practice in Pennsylvania and before the U.S. District Court for the Eastern District of Pennsylvania, U.S. District Court for the Middle District of Pennsylvania, U.S. District Court for the District of New Jersey, and the Supreme Court of the United States. Ms. Holmes earned her B.A. degree at Kenyon College and her J.D. degree from the Chicago-Kent College of Law.

Kristina T. Larry is a managing attorney with Sassy Litigations, LLC, in Seattle. She balances her time between being the Moderate Means Program (MMP) Staff Attorney at the University of Washington Law School and her private practice. Ms. Larry also created the legal sub brands; The Prenup Princess and The Seattle Wedding Lawyer. Her practice focuses on family, business and trademark law. She has had a varied legal career, practicing law with the government, in a law firm, and a nonprofit before starting her own firm in 2012. Ms. Larry has been a regular volunteer with the King County Bar Association's Housing Justice Project for the past six years and serves as president of the Washington State Bar Foundation. She is also in her fifth year on the Executive Committee of the WSBA Solo and Small Practice section. Ms. Larry completed her undergraduate work at the University of Wyoming and earned her J.D. degree from Thurgood Marshall School of Law.

Jack R. Luellen is a principal of Dickie, McCamey & Chilcote, PC, and the location chair of the Denver office, where his practice is primarily dedicated to oil and gas law, with a particular emphasis on litigation. Mr. Luellen earned his B.S. degree, with distinction, from Colorado State University and his J.D. degree, cum laude, from the University of Minnesota Law School. He is admitted to practice in California, Colorado, Utah and North Dakota. Mr. Luellen is a member of the Rocky Mountain Mineral Law Foundation and Energy Mineral Law Foundation.