DiscoverThe Florida Bar's LegalFuel Podcast
The Florida Bar's LegalFuel Podcast

The Florida Bar's LegalFuel Podcast

Author: The Florida Bar

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LegalFuel is the official Florida Bar Podcast. This monthly series is brought to you by The Practice Resource Center of The Florida Bar and will feature esteemed leaders in law discussing new and innovative topics. Its purpose is to help members of The Florida Bar as well as attorneys from other states run better practices and provide better legal services to their clients.

Disclaimer: The views expressed by the participants of this program are their own and do not represent the views of, nor are they endorsed by The Florida Bar, their respective officers, directors, employees, agents, or representatives. None of the content should be considered legal advice. As always, consult a lawyer.
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Social media platforms have become ubiquitous marketing tools. According to a report by the Interactive Advertising Bureau and conducted by PwC, social media advertising revenues reached $41.5 billion in 2020, which is nearly 30% of all internet advertising revenue. So, how can Florida lawyers leverage social media to create impactful advertisements while ensuring compliance with Florida Bar ethics rules? To help answer this question, hosts Christine Bilbrey and Karla Eckardt speak with Jesse R. Butler about The Florida Bar Young Lawyers Division’s (YLD) Social Media Pocket Guide, a handbook created in collaboration with the Ethics and Advertising Department of The Florida Bar in an effort to assist Florida lawyers in complying with the rules governing lawyer advertising. Jesse R. Butler has served as the Chair of the YLD Technology Committee since 2019. He graduated from the University of Florida Law School and is a partner at Dickinson & Gibbons in Sarasota. He is Board Certified in Appellate Practice and has handled appeals throughout Florida, in Federal court, and he is also admitted to practice in the U.S. Supreme Court. Jesse was a member of the inaugural class of The Florida Bar Leadership Academy. He previously served as President of the Sarasota County Bar Association’s Young Lawyers’ Division after serving for several years on the board as a director and he is also the Chair of the Twelfth Judicial Circuit Grievance Committee. In 2020, Jesse was re-elected to his third term on the Board of Governors for The Florida Bar Young Lawyers Division, where he represents the Twelfth Judicial Circuit.  This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE credit including 1 hour of Technology CLE credit. Course #5027. REFERENCED RESOURCES:  YLD's Social Media Pocket Guide Advertising Regulation and Information Page of The Florida Bar Handbook on Lawyer Advertising and Solicitation Quick Reference Checklist – Targeted Social Media Advertising Guidelines for Networking Sites Florida Ethics Opinions Search 
In March, The Florida Bar announced the launch of a test program—The Florida Bar Tech Support Helpline—to assist solo and small firm lawyers with technology issues and assistance. The three-month beta initiative is an experiment to see if solo and small firm lawyers could benefit from a non-emergency IT helpline. It runs through June 11th. The program, operated by LawTech Partners, is intended to serve solo and small-firm lawyers who typically can’t afford full-time IT departments or managers; it offers remote computer, software and related tech support via phone, live chat, email, or virtual appointment. If successful, the Tech Support Helpline could eventually be added to the Bar’s Member Benefits program.On today’s bonus episode, guests Adriana Linares, Jay Kim, and Scott Westheimer join host Karla Eckardt to promote the Tech Support Helpline and go over some important FAQs. Adriana Linares, owner of LawTech Partners, is a legal technology consultant and trainer.  Jay Kim has served on The Florida Bar Board of Governors since 2016 and is currently Chair of the Board Technology Committee.  Scott Westheimer has served on The Florida Bar Board of Governors since 2013 and is currently a member of the Board Technology Committee. Note: This bonus episode is NOT available for CLE credit. REFERENCED RESOURCES: The Florida Bar Tech Support Helpline (BETA)Florida Bar Member Benefits
In 2020 the Florida Supreme Court adopted a presumptive three-month parental leave rule for many court cases that would require judges to grant a lead attorney’s request for leave for the birth or adoption of a child. More recently, The Florida Bar’s YLD published an excellent resource entitled, A Practical Guide to Parental Leave for Employers: What to Expect When Your Employee is Expecting. In this episode, hosts Christine Bilbrey and Karla Eckardt speak with Iris Elijah and Anisha Patel about the YLD Guide and the shifting landscape of parental leave in the legal profession.  Iris Elijah is the Associate General Counsel for FIU. Iris is the President-Elect Designate of the YLD and Chair of its Inclusion and Equality Committee. She serves on the Board of the Gwen S. Cherry Black Women Lawyers Assoc., is a Miami-Dade FAWL Foundation Board member, and a member of the Miami Alumnae Chapter of Delta Sigma Theta Sorority. Anisha Patel is a commercial litigation attorney at Hill Ward Henderson in Tampa, where she represents individuals and firms in a variety of business-related disputes. Anisha currently serves an ex-officio board member of the HCBA YLD and as a governor on The Florida Bar YLD BoG, where she is the Vice Chair of the Inclusion and Equality committee. This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE credit. Course #4800. REFERENCED RESOURCES: YLD's A Practical Guide to Parental Leave for Employers Florida Courthouse Lactation Room Inventory FAWL Courthouse Lactation Room Handbook Mamava Lactation Room Locator App In Re: Amendments to the Florida Rules of Judicial Administration – Parental Leave, SC18-1554 Sample Parental Leave Policy Article: Drafting a Personal Leave Policy Article: Is a Parental Leave Policy Right for Your Business? DoL – Family & Medical Leave Act (FMLA) Guide Congressional Research Service – Guide to Paid Family Leave in US 
Pre-COVID, legal professionals operated in a world centered around in-person interactions; meeting with clients, colleagues, appearing in court, attending mediations, the list goes on. COVID took all human interactions virtual and now even happy hours happen on Zoom. While we are cautiously optimistic that soon we’ll slowly start making our way back into the office and gathering in-person, some firms are permanently integrating the tech-centered changes that worked well for them during COVID. In this episode, hosts Christine Bilbrey and Karla Eckardt speak with Rochelle Birnbaum Chiocca about shifting from traditional in-person methods used to recruit, hire, and onboard new employees to accomplishing it all in a virtual setting. They discuss the benefits, and some of the pitfalls, of the virtual process and offer some practical tips and resources available to solo, small, and large firms alike.  Rochelle Birnbaum Chiocca is a partner in the West Palm Beach office of Cole, Scott & Kissane.  For the past twenty years, her practice has focused on construction defect litigation, premises liability matters, and insurance coverage disputes. Rochelle became Cole, Scott & Kissane’s Director of Recruiting in February 2020.  She is responsible for the hiring of law clerks and attorneys at all fourteen offices of Florida’s largest law firm.  This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE credit. Course #4673. REFERENCED RESOURCES:  FSU’s Career Services and Professional Development Office  UF’s Office of Career and Professional Development  FIU’s Ovadia Career Planning and Placement Office  UM’s Career Development Office  FAMU’s Career Planning and Professional Development Office  Stetson’s Office of Career and Professional Development  Nova’s Office of Career and Professional Development  Cole, Scott & Kissane CSK’s LinkedIn  CSK’s Facebook 
The Florida Courts E-Filing Portal system links all of the 20 judicial circuit courts, the 5 District Courts of Appeal and the Supreme Court – all through one single, integrated Portal website. Usage of the E-Filing Portal has grown significantly since it first began accepting documents in 2011. According to its 2019-2020 Annual Report, almost 300,000 registered filers use the system, sending over 25 million documents to the Florida’s Court System annually. Still, the Portal remains a confounding topic for many practicing attorneys.  In this episode, hosts Christine Bilbrey and Karla Eckardt speak with Carolyn Weber about the Portal. They cover portal basics, FAQs, and discuss upcoming updates. Carolyn Weber joined the Florida Court Clerks and Comptrollers [FCCC] organization in November 2012 as the Portal Program Manager and has helped in the design and implementation of the Florida Courts E-Filing Portal. She has worked with the Courts and Clerks both Federal and State for the past 38 years in a variety of roles. She was instrumental in the design and implementation of the Federal Court’s e-Filing application CM/ECF. Carolyn has her MBA in Computer Information Systems.  This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE credit including 1 hour of Technology CLE credit. Course #4550. REFERENCED RESOURCES:  LegalFuel E-Filing Resources for Florida Lawyers Portal FAQs for Filers Portal Training Videos Portal Training Manuals & Materials Procertas - Florida State e-Filing Module Note: To request e-filing support, submit a support request form, email support@myflcourtaccess.com, or call (850) 577-4609 and leave a message.
Many of our listeners are new, solo, or small firm attorneys, so we like to explore and demystify as many topics as we can to help them in their practices. In this episode we explore the court reporting and captioning industry. Court reporters have long played a crucial role in the legal world, but there is a lot more to this industry than quietly recording testimony for the record. Hosts Christine Bilbrey and Karla Eckardt speak with Christine Phipps about a court reporter’s unique skills; the important role court reporters play before, during, and after trial; and how the court reporting and captioning industry is adapting to pandemic related challenges. They also discuss qualifications, certifications, and other practical considerations attorneys should evaluate when choosing a court reporter in Florida. Christine Phipps is a Registered Professional Reporter, the President of Phipps Reporting, Inc., and the current President of the National Court Reporters Association. She received her degree in court reporting from Broward State College. She spent the first two years of her career as an official court reporter and then the next 15 working all over the world as a freelance court reporter. Christine then opened her own court reporting and litigation support agency, Phipps Reporting. In addition to reporting, she is also an Eclipse Trainer and has served as Chair of the NCRA’s Technology and Freelance Committees. Christine has received numerous awards including the 2014 Most Enterprising Woman of the Year and her company has made the Inc. 5000 list every year since 2014. This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE credit. Course #4472. REFERENCED RESOURCES: Florida Courts: Court Reporting Florida Court Reporters Association FPR Certification Course National Court Reporters Association Making the Record: A Guide for Attorneys 2021 Court Reporting & Captioning Week (2/6-2/13) Phipps Reporting Remote Litigation Academy LegalFuel Resources Free CLE: Conducting Depositions Online – What You Need to Know Video Conference Toolkit Video: How To Conduct Remote International Depositions Florida Bar NewsTaking Effective Remote Depositions
2020 has been an unprecedented time of change for everyone and needless to say, there is a lot to talk about. So, for this final episode of 2020, hosts Christine Bilbrey and Karla Eckardt discuss the year’s greatest hits, including the most frequently asked questions at LegalFuel, some new Rules and Ethics opinions, a few tips on technology and working from home successfully, as well as some free Member Benefits that you may not be aware of including the new Lawyer Helpline.  Thank you for joining us today and throughout the year, for fitting us into your busy schedules, and welcoming us into your spaces. We understand that for many the holidays will look a little different this year. Nonetheless, we hope everyone has a chance to spend time with loved ones this holiday season, even if it’s via Zoom. May the New Year bring health, happiness, and prosperity to you and yours.  This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.5 hours of General CLE Credit, 0.5 hours of Ethics Credit, and 0.5 hours of Technology Credit. Course #4374.  REFERENCED RESOURCES:  Visit the episode page on LegalFuel.com for referenced resources: https://www.legalfuel.com/the-greatest-hits-of-2020/
Back in 2006 when the idea of a Florida Registered Paralegal program was being considered, Judge Ross Goodman who was chair of the Special Committee to Study Paralegal Regulation stated “I think lawyers are going to realize the benefits of having this program is that they are going to have better trained paralegals; they are going to be able to identify the better paralegals in the hiring process; and the paralegals that they do have are going to get continuing education that is going to be a benefit to the lawyers and the law firms.” In this episode hosts Christine Bilbrey and Karla Eckardt speak with CEO of Law Office Support Services and Chair of the Florida Registered Paralegal Enrichment Committee, Margo Valenti about what is required for a paralegal to become an FRP and the real value an FRP can bring to your firm. Margo Valenti is the Founder and CEO of Law Office Support Services: a virtual paralegal and legal support service for Solo Practitioners and Small Firms, and proud Member Benefits Provider for the Florida Bar. During a career that spans 30 years, Margo has held numerous positions with well-established law firms; from humble beginnings as a legal assistant trainee, to attaining Florida Bar Registered Paralegal status at the program’s inception, to serving in the all-encompassing role of law firm administrator. Margo's last post before starting her own company was as a Senior Member of an IPO team charged with taking companies public on the New York Stock Exchange. Margo holds a Bachelor of Science Degree in Business Administration from the University of Florida. Margo has had the honor of serving as the Vice-chair for The Florida Bar’s newly formed FRP Enrichment Committee in 2019, as the Chair of its Communication Subcommittee. Currently, Margo serves as the Chair of the FRP Enrichment Committee. REFERENCED RESOURCES: Florida Registered Paralegal Program A Florida Registered Paralegal (FRP) is a paralegal who has met the education, training, certification and work experience required for voluntary registration as set forth in Chapter 20 of the Rules Regulating the Florida Bar. The Florida Registered Paralegal Eligibility and Compliance Committee is charged with assisting in the implementation and administration of the Florida Registered Paralegal program.  The Florida Registered Paralegal Enrichment Committee is charged with developing education programming, creating networking and social events to foster camaraderie among FRPs, and raising awareness of the FRP program and the benefits of FRP membership.  Law Office Support Services is a virtual paralegal and legal assistant subscription service that is designed around the specific needs of your practice. Whether working in your practice management software or on our team site, our time is tracked incrementally, and narratives of the work that we have performed are provided monthly for billing directly to your clients. Law Office Support Services is an approved Florida Bar Member Benefit.This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE Credit. Course #4331. 
The COVID-19 Pandemic has forced practitioners to quickly adopt new technologies, such as video conferencing. But there are serious privacy and security obligations that must be considered when utilizing these technologies and handling the information created through their use. In this episode of The Future of Florida Law, host Jonathon Israel welcomes attorneys Robert “Beau” Blumberg and Ronald “Ron” Hedges to speak on the impact of video conferencing on the practice of law in Florida including providing practical tips on how to navigate privacy and security considerations. Ronald J. Hedges, J.D., is a Senior Counsel with Dentons US LLP. He served as a United States Magistrate Judge in the District of New Jersey from 1986 to 2017. Mr. Hedges is a frequent writer and speaker on various topics related to, among other things, electronic information and is the lead author of Managing Discovery of Electronic Information: A Pocket Guide for Judges, Third Edition (Federal Judicial Center: 2017). He is also the Co-Senior Editor of The Sedona Conference Cooperation Proclamation:  Resources for the Judiciary, Third Edition. His full biography is available at https://www.dentons.com/en/ronald-hedges. Robert E. (Beau) Blumberg is a partner in the Miami Trial Law Firm of Deutsch Blumberg & Caballero, P.A. A Miami native he received his undergraduate and law degrees from the College of William and Mary and has been a member of The Florida Bar since 2014. Beau Blumberg currently serves as Vice Chair of The Florida Bar Standing Committee on Technology and is a current member of the Rules of Judicial Administration Committee of The Florida Bar, and Florida Bar Grievance Committee “A.” Beau is also a member of the Board of Directors of the Young Lawyers Section of the Dade County Bar Association. This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hours of General CLE Credit including 1.0 hours of Technology Credit. Course #4428.
Practicing law was stressful enough before COVID-19 exacerbated the anxiety and depression that can come from worrying about finances, job security, or the health of loved ones. In response, The Florida Bar fast tracked the debut of the free, 24/7/365 mental health helpline. The Florida Lawyers Helpline is exclusively for Bar members to call and speak to mental health professionals, and if needed, receive up to three free in-person therapy sessions with licensed mental health counselors. Members can also call the helpline to receive financial consults or get assistance from caseworkers to locate eldercare and childcare providers, all at no charge. In this episode hosts Christine Bilbrey and Karla Eckardt speak with CorpCare Vice President, Lisa Hardy, to discuss the Helpline and its confidentiality and independence from The Bar and to explain what members can expect when they call. Lisa Hardy is VP of Clinical Operations at CorpCare. She has over 35 years of experience in mental health, substance abuse and human resources and has been with CorpCare EAP since 2000 where she oversees all aspects of the program delivery systems and quality control. As a certified leadership coach, Lisa is a recognized international speaker on leadership development, corporate team building, resiliency and emotional health, employee wellness, substance abuse/addiction, workplace issues and anti-bullying. REFERENCED RESOURCES: The Florida Bar’s Mental Health and Wellness Center Florida Lawyers Helpline The Florida Lawyers Helpline (1-833-FL1-WELL) is a 24/7/365 confidential service that connects Florida Bar members with mental health counselors and provides up to three in-person or telehealth counseling sessions per year at no cost to the member to help develop strategies to better deal with professional pressures and personal life challenges. The Florida Board of Bar Examiners The Florida Bar YLD’s Supervised Practice Program WebpageThis podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE Credit and 1 hour of Mental Illness Awareness Credit. Course #4260. 
While many lawyers likely credit much of their success to their high IQ’s, studies have shown that the happiest and most successful people also possess high emotional intelligence (EI or EQ).    In this episode hosts Christine Bilbrey and Karla Eckardt speak with Ronda Muir to discuss how attorneys can understand, use, and raise their emotional intelligence to increase their happiness and be more successful in their law practices.  Ronda Muir is the founder of Law People Management, which is one of the country’s leading authorities on lawyer personalities and on integrating behavioral science into the legal workplace. For more information about this episode’s guest visit https://www.lawpeopleblog.com/. This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE Credit and 1 hour of Mental Illness Awareness Credit. Course #4197. Visit the episode page on LegalFuel.com for referenced resources:  https://www.legalfuel.com/elevating-happiness-and-increasing-success-with-emotional-intelligence
Some attorneys have been using alternatives fee arrangements for years while others have staunchly held on to the traditional billable hour model. In the face of the current pandemic, many in the billable hour camp have been forced to innovate and transform their practices to ensure they continue to attract and retain clients.  In this episode hosts Christine Bilbrey and Karla Eckardt talk with Jim Mullaney to discuss how he’s implemented alternative fee arrangements and other client-centered tools to build and grow his practice. A. James Mullaney III is a Jacksonville mediator and attorney who has been handling family law cases exclusively for over 20 years. Mr. Mullaney is a member of The Florida Bar’s Solo & Small Firm and Family Law Sections. For more information about this episode’s guest visit https://www.jimmullaney.com/. This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE Credit and 1 hour of Ethics Credit. Course #4151.REFERENCED RESOURCES:LegalFuelAlternative Pricing ModelsAlternative Fee Arrangements May Help You Attract ClientsCLE: How Lawyers Can Easily Offer Alternative Fee ArrangementsCLE: How to Optimize your Billing and Collections to Make your Practice More ProfitableCLE: Conducting Depositions Online – What You Need to Knowo   FL. Supreme Court Administrative OrdersFlorida Bar Rules & EthicsRRTFB: Rule 4-1.2 Objectives and Scope of RepresentationEthics Hotline: 800.235.8619Florida Bar Member BenefitsPractice ResourcesTrustBooksLawPayFlorida Supreme Court Family Law ResourcesFamily Courts Information pageFamily Law Forms Lawyerist.comLaw Firm Pricingo   Alternative Law Firm Pricing ModelsUnbundled Legal ServicesOtherClio Legal Trends Reporto   COVID-19's Impact on the Legal IndustrySmartVault Client Portal
Wondering about the difference between a qualifying provider and a lawyer referral service? Are you interested in becoming a qualifying provider or participating with one? Are you familiar with The Rules Regulating the Florida Bar that specifically address the division of fees between lawyers in different firms and the sharing of fees with nonlawyers? In this episode hosts Christine Bilbrey and Karla Eckardt talk with returning guest Jonathan Grabb to discuss the Qualifying Provider Rule, effective 2018, that amended rules regulating referral services. They also delve into which referral and fee splitting arrangements are permissible under the rules, finally putting to rest some long-held myths. Monica Burkes, of the Bar’s Lawyer Regulation Department, is also on to talk about Qualifying Provider requirements and reporting procedures.  Jonathan Grabb is Assistant Ethics Counsel for the Ethics and Advertising Department at The Florida Bar. Monica Burkes is a legal secretary for the Bar’s Lawyer Regulation Department. She manages the Qualifying Provider Service (QPS) database and handles all QPS annual reporting. This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE Credit and 1 hour of Ethics Credit. Course #4093. REFERENCED RESOURCES: EthicsQualifying Provider Rule: Changes, requirements, & Q&A Ethics Informational Packets – incl. Interstate Law Firms, Referral Fees, Of Counsel, Legal Assistants and Nonlawyer Employees, etc. Rules Regulating The Florida Bar Ethics Hotline: 800.235.8619 The Florida Bar Lawyer Referral Service https://lrs.floridabar.org/ Lawyers Apply: https://www.floridabar.org/member/lrs/ LegalFuel Practice Tips: Referral Fee Basics 
As we’ve discussed in previous episodes and articles, COVID-19 has prompted law firms to reassess their business continuity plans with many lawyers facing challenges that will permanently impact their careers. While some are going solo, others have opted for retirement. In this episode hosts Christine Bilbrey and Karla Eckardt talk with The Bar’s own Jessica Malloy, Nathan McClure, and Jonathan Grabb to discuss the rules, processes, and best practices lawyers should consider when closing a firm, electing inactive membership status, or formally electing to retire from The Florida Bar. Jessica Malloy is the manager of the Membership Records Department at The Florida Bar.Nathan McClure is a specialist for the Membership Records Department at The Florida Bar.Jonathan Grabb is Assistant Ethics Counsel for the Ethics and Advertising Department at The Florida Bar.This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE Credit and 1 hour of Ethics Credit. Course #4053.REFERENCED RETIREMENT RESOURCES:Membership RecordsMembership Records Forms – incl. Petition for Retirement, Petition for Removal of Retirement Status, Petition for Removal of Inactive Status, etc. Contact: 850.561.5832 or membershiprecords@floridabar.org EthicsEthics Informational Packets – incl. Notifying Clients of Change in Firm Composition, Of Counsel, Closed Files, etc.Rules Regulating The Florida BarEthics Hotline: 800.235.8619LegalFuelChecklist for Lawyer Retirement, Law Office Closure, or Law Firm DissolutionCLE Podcast: Can I Afford to Retire?Document Library: Lawyer Changing Firms
Working from home has been thrust upon us all, and every part of our legal system has been deeply affected by the need to operate online. How should you navigate these changes? To help lawyers understand the new landscape created by COVID-19, Florida Bar Podcast hosts Christine Bilbrey and Karla Eckardt welcome three guests, Judge Robert Hilliard, Rebecca Bandy, and Jack Newton, to hear their valuable perspectives on remote work for the legal profession.First, Judge Robert Hilliard of Florida’s First Judicial Circuit shares how the judiciary has operated in the era of social distancing and what technology they have used to make the shift to virtual court proceedings. Judge Hilliard offers lawyers insights on how to navigate online court appearances and discusses what judicial operations may look like in the future.Following this conversation, Christine and Karla are joined by Rebecca Bandy, director of the Florida Bar’s Henry Latimer Center for Professionalism, to discuss strategies for maintaining high professionalism standards while working from home. Rebecca shares common lawyer mishaps in virtual legal practice and offers best practice tips for maintaining privacy, confidentiality, proper video conference etiquette, and more.For their final interview, Christine and Karla talk with Clio CEO Jack Newton about how new, tech-driven processes can improve client experiences and make legal services more efficient. Jack also outlines Clio’s resources for helping lawyers deliver legal services from home and digs into what the COVID-19 Impact Research Briefing shows about the current state of the profession.Finally, make sure your workspace is working for you! Christine and Karla share their tips for creating a comfortable, productive workspace in your home office.This episode, The Science of Working from Home (Course # 4041), has been approved by The Florida Bar Continuing Legal Education Department for the following CLE credits:General - 2.0 hrsTechnology - 1.0 hrsMental Health Awareness - 1.0 hrsLinks Mentioned in Today’s Podcast:Florida Courts Florida Courts Technology Commission Workgroup on the Continuity of Court Operations and Proceedings During and After COVID-19Henry Latimer Center for Professionalismhttps://www.floridabar.org/prof/Legal Professionalism in the Electronic Age (PDF Download)Clio Resources:Clio.comLegal Trends Reports
The Florida Bar’s Rule 1-3.8 requires every member to designate an inventory attorney. Why? Your clients need to be protected in the event you are suddenly unable to practice law, and your inventory attorney will contact your clients and ensure the proper handling of their files. To help members understand how this process works, hosts Christine Bilbrey and Karla Eckardt talk with Patricia Savitz about the details of Rule 1-3.8 and how to designate an inventory attorney through the Florida Bar member portal.Patricia Savitz is staff counsel for the Lawyer Regulation Department at the Florida Bar.This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE Credit and 1 hour of Ethics Credit. Course #3936.REFERENCED RESOURCES:LegalFuel Document Library: Inventory AttorneyFlorida Bar main site: Information Regarding Inventory Attorneys
The ever-evolving role of technology in records and information management has left many lawyers with a lot of questions. What do you need to know about on-site versus off-site data storage? How do you migrate from physical to electronic files? And what about record retention rules and document disposal practices? Together with records management expert John Montaña, Christine Bilbrey and Karla Eckart explore best practices and discuss what members should do to ensure compliance with bar rules. John Montaña, J.D., F.I.I.M., F.A.I., is vice president of advisory services at Montaña & Associates.
The Florida Bar continues to seek to lessen the stigma surrounding mental health issues and offer more support to its members in the future. To bolster these goals, it has been working to develop a partnership with CorpCare Associates, Inc. and their employee assistance program. Hosts Christine Bilbrey and Karla Eckardt welcome George Martin and Lisa Hardy, both of CorpCare, to outline the many services offered through their program and explain how they have worked with other bar associations to provide 24/7 mental health help and extensive support for members.George W. Martin, Jr., is president and CEO of CorpCare Associates, Inc., a national employee assistance program company.Lisa Hardy is vice president of clinical operations at CorpCare Associates, Inc.The Florida Lawyers Helpline (1-833-FL1-WELL) is a free and confidential service that connects Florida Bar members with professional counselors. There’s no cost for calls to the Helpline and you may be referred for up to three free telehealth counseling sessions per year to help you develop strategies to overcome life’s challenges, balance priorities, and better handle both personal and professional pressures.In addition to mental health support, the Helpline’s licensed and certified counselors can assist with other stressors members might face during or after the pandemic – such as providing a case manager to help find long-term care facilities for family members or financial consulting to help members with debt management, budgeting, and retirement planning. All these services are completely confidential and available at no cost to eligible Bar members.Florida Lawyers Helpline is provided through an agreement with CorpCare Associates Inc., which has over 200 professional counselors across Florida and 11,000 nationwide.Florida Bar members may reach the helpline by calling 1-833-FL1-WELL.Please note: this number is for Florida Bar members and is not a referral service to find a lawyer or make a complaint against a lawyer.Tenga en cuenta: Este número es sólo para miembros del Colegio de Abogados de la Florida (The Florida Bar). No es servició de referencia para asesoría legal ni es donde se presenta una queja en contra de un abogado.
Attracting new business is important to your legal practice, but there are many questions you should consider when marketing your firm. What type of content can your ad contain? How should you interact with potential clients online? Which marketing materials must be submitted to the Bar for review? From online campaigns to tv ads to social media posts, lawyers must follow advertising regulations and be aware of best practices. In this Florida Bar Podcast hosted by Christine Bilbrey and Karla Eckardt, Elizabeth Tarbert of the Bar’s ethics department offers guidance for ensuring compliant advertising and avoiding marketing violations.Elizabeth Tarbert has been ethics counsel for the Florida Bar since 1997.Find more information in the Florida Bar’s Handbook on Lawyer Advertising and Solicitation.This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General or Ethics CLE Credit. Course #3829
Why are millennials leaving their careers in law? Generational differences and breakdowns in communication often broaden the disconnect between the career goals of millennials and the traditional legal practice models of law firms. Florida Bar podcast host Christine Bilbrey talks with consultant JP Box about the millennial mindset and his recommendations for creating a culture that motivates young associates. JP encourages law firms to engage millennials in meaningful work early on and gives perspective on the work-life blend that fuels this new generation of lawyers.JP Box is the founder of JP Box Consulting LLC and author of, “The Millennial Lawyer: How Your Firm Can Motivate and Retain Young Associates,” published by the American Bar Association in 2018.This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE Credit. Course #3789.
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