The Lawyer’s Email: Mastering Messages | Regaining Control

CLE Credits: 1 hour Ethics, 1 hour Substantive for PA, NJ, NY and/or DE

When:  Tuesday, November 19, 2013 from 9:00 – 11:00 AM

Where:
Flaster Greenberg
4 Penn Center
1600 JFK Boulevard, 2nd Floor
Philadelphia, PA 19103

Presented with

PLEASE CLICK HERE TO ACCESS THE REGISTRATION FORM.

Email messages have turned into the kudzu of professional life – planted as if a quick sprouting ornamental vine, but growing, seemingly without limit. Now email strangles, disrupts and fragments the work day (and nights and weekends).

The class will focus on strategies, methods and tools to –

  • Reduce the stress pervasive with email.
  • Save time wasted by the email inbox.
  • Move from message to action.
  • Sustain professionalism when writing, distributing, storing and managing email messages.

Like medicine, metadata (hidden information in documents and files) in the wrong doses and used incorrectly, can poison, compromising client confidentiality and reputation. Metadata, used intentionally, helps lawyer and client work together accurately, promptly and efficiently. The class teaches how well-planned and descriptive metadata profiles can balance client service with risk protection. The class features careful use of Microsoft Word’s Track Changes feature, taking advantage of improvements available in Office 2013/2010, together with the capabilities of third party products for metadata control.

About the Presenters

Robert L. Blacksberg, Esq.

Bob’s experience spans two decades of technology consulting and implementation, following a law practice in which he was a partner at two Philadelphia law firms.  Bob served as Director, Practice and Project services at Drinker Biddle & Reath, where he led the adoption of the iManage document management system, SharePoint and Plumtree portal technologies and served as project manager for other key projects, including disaster recovery.

Earlier Bob was Director, Practice Services, at TechLaw, leading consulting engagements and implementations of document management, Microsoft Office and document assembly tools at law firms, corporate law departments and government agencies across the United States. He practiced law at the firms Cohen, Shapiro, Polisher, Shiekman and Cohen and Wolf, Block, Schorr and Solis-Cohen, concentrating in municipal and corporate finance.

Bob serves world music as Chair of the Management Committee of KlezKanada, based in Montreal. In Philadelphia, his home, he has held numerous leadership positions, including services as President, at Society Hill Synagogue. He plays clarinet with the Chester County Concert Band, the Pennsylvania Symphonic Winds and the Philadelphia Wind Symphony.

Bob earned his J.D. at Harvard Law School and A.B. at The University of Chicago.

 

Michael H. Kotel

Michael is the Director of Training and Development of Hybros Technology Consultants, where he leads and manages rollout projects, software and hardware training, instructional design, social media implementation and policy, and product evaluation. Michael has over ten years of experience in information technology and training for highly successful organizations. He has worked in law firms and corporations developing and delivering training to enhance professional development within domestic and international offices. Michael specializes in teaching the efficient uses of technology as well as project and workflow management, and needs and task analysis. Most recently, he was the Manager of Training at a mid-sized Philadelphia law firm where he led several successful rollouts, CLE trainings, and other training initiatives. Michael holds a Bachelor of Science degree in Technical Education and Training from The Ohio State University.