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CLE
PROGRAMS |
Bob McNeill has been presenting programs on law practice
management, and on leveraging technology to practice
more efficiently, productively, and profitably. Contact the
sponsoring groups to attend future programs, or contact
us to obtain a copy of the course materials or to
arrange a presentation to your firm.
"Technology
to Start and Run a Law Practice"
Maryland State Bar Association
Hanging Out Your Own Shingle Program
June 25, 2005
The Hanging Out Your Own Shingle
conference shows lawyers who want to start their own law
practice how to do so, with programs on marketing,
ethics, business practices, and technology. Bob McNeill
will discuss the technology basics you need in your law
practice.
Time Matters
Discovery Day
Maryland State Bar Association
May 20, 2005, 8:30 a.m. - 12:30 p.m.
Ecker Business Training Center, Columbia, MD
Get up to speed with Time Matters
case management software. Learn how to:
Centralize daily activities and
information - client/case management, document
preparation, research, and billing. Accomplish formerly
time-consuming task almost instantly or at least in much
less time.
Coordinate efforts among members of the office.
Do more without relying on others.
Computerized
Case Management Expo
Maryland Trial Lawyers Association
Thursday, May 19, 2005, 12:00 noon - 1:30 p.m.
MTLA Headquarters, 120 W. Fayette St., Baltimore, MD
21201
Interested in becoming more organized
in your case management? Want to learn more about Time
Matters or HotDocs? Here's your chance. We will
demonstrate how MTLA members are using computerized case
management to provide higher quality legal services to
their clients, become more productive and profitable,
and worry less about missing deadlines. See how MTLA
members are using the Time Matters case management
program and the HotDocs document assembly program to
handle:
Case and index information
Rolodex Information Firm-wide Calendar
Document, note, phone call, task, and email
management Deadlines PI pleadings creation
Workers' comp forms creation Management reports
Speakers:
Robert S. McNeill -
Moderator Laura G. Zois, Esq., Miller & Zois, LLC
Harry W. Blondell, Esq. - Law Office of Harry W.
Blondell John B. Tansey, Esq. - Tansey & Hall
John J. Cord, Esq. - Janet, Jenner & Suggs, LL
"What to
Look for in Case Management Software"
Maryland Trial Lawyers Association 2004
Trial Advocacy Conference November 11, 2004 University
of Maryland Conference Center Adelphi, MD
There are many choices available for
firms deciding which case management software is best
for them. Why should you invest in a case management
program? What should you expect case management software
to do for you? What features should you look for? How
should you choose between all of the options? What kind
of commitment is necessary for a successful
implementation? Should you implement all of the
functions at once, or spread them out over time? How
much do they cost? How can you measure the benefits?
What kind of training do you need? How can you get
on-going support? These and other aspects of choosing
the best case management software for you will be
discussed.
Click here for program materials.
"How to
Keep from Drowning in the Deluge of Spam and Other Email
Problems"
Maryland State Bar Association
Sixth Annual Solo & Small Firm Conference
Saturday, November 6, 2004; 11:15 a.m.-12:15 p.m.
Click here for program materials.
There are practical and easy ways to
cut down on email spam and protect yourself from viruses
and other attacks. Before you miss an important message,
or give up on using email altogether, attend this
session.
"Using
Technology to Leverage Your Time and Automate Your
Practice"
Maryland State Bar Association
Fifth Annual Solo & Small Firm Conference
Saturday, November 15, 2003, 11:15 am. - 12:15 p.m.
http://www.msba.org/events/soloconf03/schedule.htm
All law practices should have standard procedures to
handle routine tasks. From the first contact with a
potential client to closing the case, technology tools
can leverage your time to accomplish these tasks in less
time with less effort, making your firm more productive
and profitable. See how lawyers are using these tools to
track deadlines, reduce paper shuffling, generate
documents, keep track of the status of cases, monitor
staff workloads, increase client satisfaction, and more.
"Creating
Order Out of Chaos: Implementing a Case Management
Program"
Maryland Trial Lawyers Association
Annual Convention
Wyndham Hotel, Baltimore, MD
May 30, 2003, 1:15 p.m.
Implementing a case management system
is the best investment you can make in your law
practice. Time is a lawyer's stock in trade, and freeing
up time lets you perform other work. Having all
pertinent information at your fingertips not only saves
you time, but also increases client satisfaction
because it makes answering clients' questions quicker and
more accurate. A well-implemented case management system
makes it easy to keep track of deadlines, and makes it
possible to generate routine documents with the click of
a button. This program will present the Best Practices
of how to
implement a case management system.
Gadgets and
Gizmos a'Plenty - But I want more!
Glasser Legal Works 2003
San Francisco Hilton
http://www.legalwks.com/
Tuesday, April 22, 2004, 11:00 a.m. - 12:00 Noon
Now that commentators and techies have
stopped using the word convergence, new generations of
pocket-sized devices are emerging that work as cell
phones, calendar and phone books, global position
satellite systems, cameras, television and projector
remote controls, wired and wireless email and Web
devices — some or all of the above. Our panel will show
you, up close and semi-personal, the best of the newest.
Moderator: Sandra Rosenzweig • Speakers: Ross Kodner,
Robert S. McNeill
Dealing
with the Digital Deluge of Email and Attachments
Glasser Legal Works 2003
San Francisco Hilton
http://www.legalwks.com/
Wednesday, April 23, 2004, 4:00 p.m. - 5:00 p.m.
Even in a small firm, receiving and
storing the huge quantity of messages and electronic
documents has become a major headache. Not only do you
need the hardware to handle the inflow, you also need a
carefully thought-out plan for what to save and what to
destroy and how to do both. The faculty will guide you
through the policies and the technologies for handling
these electronic records efficiently and effectively.
Moderator: Meg Block • Speakers: Christopher J.
Johnson, Robert S. McNeill
Summation for Litigators
Baltimore Hyatt Regency Inner Harbor
300 Light Street
Baltimore, MD 21202
Thursday, February 6, 2003, 10:30 a.m. - 12:30 p.m.
The McNeill Group will be hosting the experts from
Summation to give you a full-scale demonstration of the
power of Summation to handle all the documentary and
testimonial evidence in a case, and how you can manage
the litigation process from beginning to end to stay on
top of the case and handle it more efficiently. To sign
up, give us a call or
send us an email.
Technology Roundtable: What’s Hot and What’s Not
New York Legal Tech
Hilton New York
Monday, January 27, 2003
http://www.legaltechshow.com/NY/index.htm
Join our panel of prominent PC prognosticators as they
peer into an admittedly murky crystal ball to predict
your firm’s computing future for 2003 and beyond.
From software to hardware to networking to hot trends like
wireless technology, electronic dealrooms, smarter law
firm websites, document collaboration and more.
Get the insider tips on how to spend your techno.budget
most wisely next year. They may be right or they may be
wrong . . . but we can guarantee we’ll get you talking,
thinking and planning (and maybe even laughing!)
Ross Kodner, Moderator
Robert McNeill, The McNeill Group
Tyra Wright, Ford Motors
Debbie Foster, InTouch Bus. Consultants
Travis Lee,LexisNexis- HotDocs
Rick Osterloh, Good Technology, Inc.
CMS Shootout – Small Firms
New York Legal Tech
Hilton New York
Monday, January 27, 2003
http://www.legaltechshow.com/NY/index.htm
For small firms, you’ll want to know not only what are the
market leaders, but more importantly, what are the
questions you need to bring to the table when selecting
CMS software. Our panel of CMS vendors and consultants
will show you the strengths of these software systems
and how you can incorporate them in your everyday
practice.
Ross Kodner, Moderator
Robert McNeill, The McNeill Group
Debbie Foster, InTouch
Matt Heath, ProLaw Software
The Devil is in the Details:
Implementing a Case Management Program
Maryland State Bar Association
Fourth Annual Solo & Small Firm Conference
Saturday, November 9, 2002
http://www.msba.org/events/soloconf02/conf4pg2.htm#Devil
Buying and installing case management software is only the
first (and
easiest) step. How do you fully get everyone in your
office to use it to
make certain you are getting the full benefit?
"Technology to Start and Run a Law Practice"
Maryland State Bar Association
Hanging Out Your Own Shingle Program
June 22, 2002
The Hanging Out Your Own
Shingle conference shows lawyers who want to start their
own law practice how to do so, with programs on
marketing, ethics, business practices, and technology.
MD-DC-VA Time
Matters Users Group Meeting
Maryland State Bar Association
April 18, 2002
520 W. Fayette Street, Baltimore, MD 21201
Tom Rowe, Time Matters VP, will be the guest speaker and
will discuss using
Time Matters to create a "paperless" office, monitoring
the status of your
cases, other advanced applications, and future plans for
Time Matters
(including Linux).
Software Technology for Elder
Law Practices
National Association of Elder Law Attorneys (NAELA)
2002 Symposium
April 18, 2002, 4:00-5:00 p.m.
Baltimore Hyatt Regency
http://www.naela.com/naela/calendarnew.htm
Learn how to integrate your elder law workflow and
document generation processes into a computerized
practice management system,
and how to link them
to your time, billing, and accounting system, for
automatic document creation and billing.
Speakers: Tom Rowe, Time Matters VP Sales; Robert
McNeill, Principal, The McNeill Group, Ltd.
Dealing with the Digital Deluge of Email and Attachments
6th Annual Daily Journal Legal Works 2002
April 16, 2002, 2:15-3:15 p.m.
San Francisco Marriott
http://www.legalwks.com/conferences/lwsf/track2.htm
It's difficult enough to manage all
the Email and documents one lawyer accumulates for a
client in one year. This session will explore the
capabilities and limits of public folders to manage
Email and client data. They will also review how the
newest generation of case management programs tries to
channel this digital deluge in case workflow and tickler
systems.
Moderator: James I. Keane
Speakers: Robert McNeill,
Christopher J. Johnson, Sue Mosher
Practicing with Less Travel:
Virtual Conferencing
6th Annual Daily Journal Legal Works 2002
April 15, 2002, 11:00 a.m.-12:00 noon
San Francisco Marriott
http://www.legalwks.com/conferences/lwsf/track2.htm
Although video conferencing costs less and less,
establishing the base capabilities still requires
preparation, investment in training and a long-term
commitment to have layers function effectively with
virtual conferences and hearings. This session will show
the state of the art and where it needs to go to meet
the needs of lawyers and clients.
Moderator: James I. Keane
Speakers: Robert McNeill, Christopher J. Montgomery, Mary
Odson
"Time Matters Training for New Users"
"Time Matters
Training for Experienced Users"
"Time
Matters Training for Administrators"
December 17, 18, and 19, 2001
http://www.micpel.edu
TMG has teamed up with
MICPEL (the Maryland Institute for the Continuing
Professional Education of Lawyers, Inc., a cooperative
effort of the Maryland State Bar Association, the
University of Maryland Law School, and the University of
Baltimore Law School) to provide lawyers and their
staffs with three levels of Time Matters training by
sharing the cost of training, which may otherwise be
cost-prohibitive for a small firm. These three courses
are designed for (1) new Time Matters users, (2)
experienced Time Matters users, and (3) Time Matters
administrators. "Hands-on" training is provided on the
latest version of Time Matters, which is the best way to
learn any software program. We have tentative plans to
broadcast this course over the Internet for those who
wish to "audit" it. There is a separate registration and
tuition for each course, and courseware is included. For
questions, contact TMG, but contact MICPEL to register.
"60 Tips in 60
Minutes on Using Your Case Management Software
Effectively";
Maryland State Bar
Association
Third Annual Solo & Small Firm Conference
Saturday, November 10, 2001
http://www.msba.org/events/solo/trackinfo.htm#Software
Both practitioners and consultants will tell you how to
use your case management software more effectively.
Specific features of the most popular programs will be
discussed.
"Mind
Your Matters: Using CaseMap to Manage All Your
Matters"
Maryland State Bar
Association
Third Annual Solo & Small Firm
Conference
Saturday, November 10, 2001
http://www.msba.org/events/solo/trackinfo.htm#Case Map
Keeping track of all of
the facts, cast of characters, issues, and unanswered
questions in a case is difficult, even in "smaller"
cases. Using an easy-to-learn program, you can have keep
all aspects of the case under control, and impress your
clients with how you can leverage technology to save you
time and them money.
"Technology to Start and Run a Law Practice"
Maryland State Bar Association
Hanging Out Your Own Shingle Program
June 23, 2001
The Hanging Out Your Own
Shingle conference shows lawyers who want to start their
own law practice how to do so, with programs on
marketing, ethics, business practices, and technology.
"Case
Management for Law Firms"
Montgomery County Bar Association
Gaithersburg Hilton
May 4, 2001
Small law firms can
benefit from the advantages of case management systems
that provide contact and case management, firm-wide
calendars, task management, document assembly, document
management, and other functions.
"It’s
Time to Choose: Amicus Attorney v. Time Matters"
Maryland State Bar Association
Sixth Annual Mid-Year Technology Showcase
March 3, 2001
A side-by-side
comparison of the two most popular case management
programs.
"Ask the
Experts: What Software Makes It Hum"
Maryland State Bar Association
Sixth Annual Mid-Year Technology Showcase
March 3, 2001
Have all your questions
answered about case management, litigation support,
billing, accounting, e-mail, and presentations.
"Mind
Your Matters: Use CaseMap to Manage All the Information
in Your Case"
Maryland State Bar Association
Sixth Annual Mid-Year Technology Showcase
March 3, 2001
CaseMap is a new
software program that is getting high marks for helping
attorneys manage all the information related to specific
cases, focusing not only on the facts, but also the cast
of characters and issues in the case. This makes it easy
to see how all the elements of the case relate to each
other so that you can determine what facts are
undisputed, what facts need to be elicited from which
witness, what questions should be asked at deposition,
etc.
"The
Technology Yard Stick: How Does Your Firm Measure Up?"
Maryland State Bar Association
Second Annual Solo & Small Firm Conference
November 11, 2000
Annapolis Sheraton
Do you ever wonder what
technology the cutting edge solos and small firms are
using and how your firm stacks up with those who are
ahead of the curve? Come and hear what others are using
and why and see if there are changes you should consider
making. You may be surprised at where you stand.
"Technology to Start and Run a Law Practice"
Maryland State Bar Association
Hanging Out Your Own Shingle Program
June 24, 2000
The Hanging Out Your Own
Shingle conference shows lawyers who want to start their
own law practice how to do so, with programs on
marketing, ethics, business practices, and technology.
"Practice
Management Software Shoot-Out: AbacusLaw v. Amicus
Attorney v. Time Matters"
Maryland State Bar
Association
Fifth Annual Technology Showcase
February 18-19, 2000
BWI Marriott
A third contender has
been added to the popular Practice Management Software
Shoot-Out program that always draws an SRO crowd. See
how practitioners use these programs in their firms, and
how they save you time and money. The differences
between the programs will be emphasized, so that you can
make an intelligent decision on which is best for your
firm.
"Best of
the Case Management Software: Amicus Attorney v. Time
Matters"
Maryland State Bar Association
Solo and Small Firm Conference
Saturday, November 6, 1999
Columbia Hilton
Come and see a side by
side comparison of two of the best of the case
management programs for solo and small firm
practitioners. This is for you whether you are already
using one of the programs or just trying to decide.
"The Palm
Pilot vs. the Paper Calendar: Expanding the Reach of
Your Palm Pilot - A Lawyer’s Reach Must Exceed His or
Her Grasp, or What’s an Upgrade for?"
Maryland State Bar Association
Annual Meeting
Sheraton Fountainbleau Hotel
For several years, there
have been pocket-sized electronic devices available that
can hold your schedule, your to-do list, your Rolodex®,
and so forth. So, why do so many of us still lug around
a paper organizer? This session will review the amazing
capabilities of the current generation of palm-sized
personal digital assistants, or PDA’s, including the
3Com Palm IIIx and Palm V, and compare and contrast with
the venerable paper organizer, such as the pocket-sized
Day Timer. Find out how you can take it all with you(and
bring it back to the office, and share it with your
colleagues), and why you really shouldn’t leave the
office without one.
"Back to the
Future with Microsoft's Terminal Server!"
How Microsoft’s Thin Client Technology Makes Networking
Simpler and Less Expensive"
May 13, 1999
Microsoft Office, Washington, DC
NT Server 4.0-Terminal
Server Edition and Citrix MetaFrame :
Thin Client server technology for Windows from Microsoft
and Citrix Systems saves you time and money. Thin Client
technology takes the mainframe concept from the past and
puts it to work in the present. Instead of expensive,
smart computers on every desktop, "dumb terminals" are
used with a "smart" Terminal Server, from which all
applications are run.
"Case
Management Software Shootout: Amicus Attorney v. Time
Matters"
Maryland State Bar Association
Technology Showcase
February 20, 1999
BWI Marriott
Law firms of all sizes
can benefit from using a case management program. The
purpose of this program is to introduce attorneys not
familiar with case management programs to the features
and functions that are available from two of the leading
programs in the field: Amicus Attorney and Time Matters.
Among the topics will be: personal and group calendars,
information entry and retrieval, deadline tracking and
assignment, single point of entry, document assembly and
management, and security.
"Who’s
Afraid of Y2k?"
Loyola College MBA Alumni Association
February 11, 1999
Loyola College Graduate Center
What aggravation awaits
you and your business when you arrive for work on
January 3, 2000? This non-technical seminar will define
the Year 2000 problem, explain how to identify potential
problems in your company, and suggest a variety of ways
to resolve them. Major equipment and software vendors’
Year 20000 warranty policies will also be reviewed. The
seminar will be offered at Loyola’s new Timonium
Graduate Center, conveniently located off I-83.
"Corel WordPerfect Legal Suite 8"
and
"How to Resolve Your Year 2000 Problems"
Presently jointly with Corel WordPerfect on two occasions:
Tuesday, September 1, 1998
Corel D.C. Headquarters
Wednesday, September 2, 1998
Omni Inner Harbor Hotel
WordPerfect and the
WordPerfect Legal Suite 8 were chosen as the favorite
word processor and suite in a reader survey in the
Aug./Sept. issue of Law Office Computing. See the
new, legal-specific features of Corel’s WordPerfect
Legal Suite 8, such as Dragon NaturallySpeaking speech
recognition, HotDocs document assembly, legal
dictionary, compatibility with previous versions,
document comparison, table of authorities, hyperlink to
WestLaw, pleadings expert, and multiple clipboards.
Learn how you can increase the productivity of your firm
with these new tools developed especially for law firms
by creating documents faster and more accurately.
"Effective Use of
the Internet"
Thursday, June 25, 1998
This seminar will cover the use of the Internet for Legal
Research, E-Mail, Document Transfers, and access of your
network from remote locations.
"Year 2000 Compliance Issues"
Thursday, May 21, 1998
This program will
discuss the potential pitfalls faced by law firms in
dealing with the Year 2000 problem. Many computers and
programs were designed for keeping dates only until the
year 2000. The program will discuss how you can prevent
your system from being affected at the start of the new
millennium, and how to advise your clients with regard
to avoiding or resolving the legal problems they may
encounter due to Y2000 issues. Because of the popularity
of this topic, places for the seminar are expected to
fill quickly, so please call soon.
"Case Management
Systems"
April 23, 1998
This seminar will cover the STI
PracticeMaster Program, Time Matters, and the Amicus
Attorney program included in the Corel Legal Suite 8.
"Novell NetWare
for Small Business and the Corel Legal Suite"
March 23, 1998
The new Novell Network software for
Small Business is designed for networks of up to 25 work
stations and includes all of the common functions most
users require.
"Case Management
Systems"
March 7, 1998
The MSBA Law Practice Management Section
Frederick, MD
Bob McNeill is presenting a seminar on
practice management programs, including Time Matters,
Amicus Attorney and STI PracticeMaster.
"Corel WordPerfect
Legal Suite"
Maryland State Bar Association
Mid-Year Meeting and Technology Showcase
February 21, 1998
BWI Marriott
We will introduce Corel’s new Legal
Suite, features of which include the most popular word
processor among law firms, WordPerfect, and Quattro Pro,
Paradox, and Presentations.
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