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Course Details

Course Information
  • smart_display Format

    Interactive E-Learning

  • signal_cellular_alt Difficulty Level

    Beginner

  • work Practice Area

    Professional Skills

Date & Time
  • event Date

    Thursday, June 27, 2024

  • schedule Time

    1:00 PM E.T.

  • timer Program Length

    60 minutes

Credit Information

  • This 60-minute webinar is eligible in most states for 1.0 CLE credits.

$125.00

This course is $0 with these passes:

CLE
ALL
PS

To thrive as a lawyer, it's crucial to understand the business side of law practice. This series demystifies essential financial concepts like timekeeping, profitability, and performance metrics, helping you to see how your daily work impacts the firm's bottom line. By learning how to think like a business professional while delivering top-tier legal work, you'll gain a competitive edge in your career! 


Course Format and CLE Credit Information

This course includes two types of learning components:

  • A 60-minute webinar, which is eligible for CLE credit in most jurisdictions (subject to individual state approval)
  • A set of interactive self-study eLearning modules, which are not eligible for CLE credit

While the total course duration is approximately 117 minutes, only the 60-minute webinar may qualify for CLE credit. CLE credit is awarded only for participation in the webinar, and credit eligibility may vary by state. We recommend verifying credit eligibility with your specific state bar or accrediting authority prior to enrollment.

Faculty

Nicole Marie Gill
Chair and Managing Member, CODISCOVR
Cozen O'Connor

Ms. Gill is Chair and Managing Member of the firm’s eDiscovery practice.  She works with attorneys and clients firmwide to develop efficient and effective discovery management strategies tailored to the case at hand. Leveraging advanced technologies and analytics, Ms. Gill manages complex and high-profile eDiscovery projects and routinely navigates data and privacy protection laws across many jurisdictions, both domestic and foreign. She participates in 26(f) conferences; negotiates agreements and stipulations establishing parties’ obligations with respect to preserving, searching, and producing electronically stored information (ESI); directs use of artificial intelligence (AI) in discovery; and negotiates technology assisted review (TAR) and predictive coding protocols. Ms. Gill also advises on collection methodology, search and retrieval methodology, FRE 502(d) orders, and production specifications and develops internal and external discovery guidelines addressing each phase of the Electronic Discovery Reference Model (EDRM).

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Sarah D. Schlossberg
Of Counsel
Cozen O'Connor

Ms. Schlossberg’s practice is focused on a wide variety of complex commercial litigation matters, including contract disputes, class actions, professional malpractice, product liability, real estate litigation, construction litigation, environmental contamination, accounting malpractice and securities litigation.  

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Description

Course Modules and Webinar Include:

  • Timekeeping Best Practices (18 min) Timekeeping is an important responsibility of all timekeepers across a firm. As a timekeeper within the firm you are encouraged to build strong habits now related to managing and tracking your time. While keeping track of how you spend your time might sound like an administrative exercise it is anything but. In this module we'll explore why and provide specific practical guidance to help you establish strong timekeeping habits and implement the specific timekeeping practices and expectations of the firm.
  • Levers of Law Firm Profitability (18 min) There are several factors that impact the financial success of a firm. Some are within your individual control and others are not. Even for those that are not, an awareness of these levers will help you to understand management decisions and policies and their impact. In this module we'll explore five levers of profitability: utilization, billing rates, expenses, realization, and leverage. We'll also explore what you can do to positively impact them.
  • Maximizing Your Contribution to the Firm's Bottom Line (11 min) Every member of a firm, from new associates to firm leaders, contributes to the firm's success—and to the bottom line. It's important to understand how the work we do and how we do our work contribute not just to our career growth but also to the firm's financial success. In this module we'll explore what new associates can do to maximize billable hours and minimize expenses to positively impact the overall financial health of the firm.
  • The Measurement of Success: Key Performance Indicators (10 min) Developing business acumen and understanding the business of law will serve you well throughout your career. It will allow you to make strategic career choices, add more value to your clients, and prepare you to take on greater and greater responsibility within the firm as your career advances. In this module we explore a valuable tool that many firms use to measure their success: key performance indicators (or KPIs for short). We explore what these indicators are, why they matter, and why measuring success is less straightforward than you might otherwise think.
  • Webinar: Time Management Skills for New Attorneys: Prioritizing Matters, Utilizing Technology, Setting Realistic Timelines This CLE webinar will guide new lawyers through the challenges associated with time management and offer practical guidance on effectively and efficiently balancing a heavy workload. The panel will discuss how to use technology to stay organized while maintaining a busy schedule and how to create time to focus on matters that need attention while dealing with interruptions.

Outline

I. Introduction: the importance of time management

A. Ethical rules and considerations

II. Habit formation—creating good habits early on

A. Pairing and other tips

III. Getting organized

A. Using technology

B. Prioritizing tasks and matters

IV. Daily time management

V. Managing your email inbox and other communication

A. Folders, keep as new, flags, cc myself

B. Maintaining your calendar

C. Handling interruptions and avoiding distractions

D. Setting realistic timelines for work product deliverables

E. Delegating tasks and/or asking for assistance

F. Capturing your time

VI. Time management in the hybrid work environment

A. Importance of good communication

VII. Time management beyond the firm: managing your family and me time to prevent burnout

A. Managing inbox and communications while away. Answering in the morning and evening? Completely shut off?

B. Communicating to others about your time off and making provisions for while you are away

VIII. Practitioner takeaways

Benefits

The panel will review these and other important issues:

  • How can technology assist with time management? How can it act as a distraction?
  • What should new lawyers consider when prioritizing tasks?
  • How can realistically setting others' expectations on work product timelines assist with time management?
  • When should new lawyers delegate tasks and/or ask for help?
  • What are best practices for capturing time when being pulled in many different directions?