National Lawyer Referral Workshop

Schedule

All  Times Pacific/Eastern

Friday, October 16, 2020

Nuts and Bolts Pre-Workshop Seminar
9:00 a.m. - 12:00 p.m.

Charley Klitsch, Philadelphia Bar Association, Philadelphia, PA
Michelle Chavez, San Diego County Bar Association, San Diego, CA

With an overview of best practices in program operations, quality standards and current issues, the focus is on proven techniques for managing a cost-efficient program that optimizes volunteer and staff resources. The shortened session will also examine: handling intake calls - from the first welcoming introduction, to closing the call with good will; proven techniques for starting out on the right foot; identifying the source of the call; active listening; unraveling the facts from a confused caller; and, overcoming caller hesitation to follow-up.

Thursday, October 22, 2020

(45-minute sessions + Q&A)

Welcome
11:30 a.m - 2:30 p.m.

David Keyko, Chair, ABA Standing Committee on Lawyer Referral and Information
Service, New York, NY

Finding Ease in the Midst of Chaos with Mindfulness
11:45 a.m. - 2:45 p.m.

Courtney B. Schulnick, Marshall Dennehey, Philadelphia, PA

COVID. Remote learning. Working from home. Virtual hearings. Stress. Work/life balance. How do you balance all of these? By being present in the moment. Join Courtney Schulnick as she leads you and your fellow attendees through guided exercises to help you balance for the here and now.” Don’t forget to have a small snack handy for a quick exercise.

12:30 p.m. - 3:30 p.m. (Break)

10 (or so…) Easy Tasks to Improve Your Program’s Google Visibility
12:45 p.m.- 3:45 p.m.

Ken Matejka, Matejka Marketing, San Francisco, CA

It’s a simple enough proposition…LRIS online visibility means more referrals. With the proliferation of rival online services, and the near-universal adoption of the smartphone as the consumers' contact device of choice, lawyer referral programs must adapt to compete successfully against more visible directories and for-profit legal service providers. Join Ken Matejka, author of The Lawyer’s Ultimate Guide to Online Leads and The Guide to Online Marketing for Lawyer Referral & Information Service as he explores the online marketplace for lawyer referral services.

1:30 p.m. - 4:30 p.m. (Break)

Table Talk (Hot Topics)
1:45 p.m.- 4:45 p.m.

How to engage new lawyers; PAR consultations; operating in a new regulatory arena; operating in the age of COVID; cannabis panels; ABA Free Legal Answers. Join us for networking and table talk on the hot topics facing lawyer referral programs today.

2:20 p.m. - 5:20 p.m. (Break)

Getting a Lawyer While Black: Experiments on Access to Justice
2:30 p.m. - 5:30 p.m.

Brian Libgober, La Jolla, CA

Between 2015 and 2018, Brian Libgober conducted a series of experiments exploring the hurdles that African-Americans face in obtaining access to counsel. These studies demonstrated that in some legal markets, black and/or female named clients get significantly fewer responses than white and/or male clients. Yet in other markets, there are practically no differences between the response rates by race and gender. I discuss some of the possible explanations for why access to justice is fairer in some markets than in others.

Welcome Reception & Wine Tasting
4:00 p.m. - 7:00 p.m.

Its finally time to open your reception package! Hopefully you will be able to hold off on opening your reception package until the wine tasting. Arrive promptly at 4pm pacific/7pm eastern to join Jim Meyers, Owner and “Chief Thief” of Wine Thieves, as he walks us through 3 tastings. We’ll be here until 6pm pacific/8pm eastern, enjoying time with old friends and welcoming new ones. You won’t want to miss it!

Friday, October 23, 2020

(45-minute sessions + Q&A)

Technology Showcase
9:00 a.m.- 12:00 p.m.

Day to day tasks. Maintaining lawyer information. Tracking your referrals. Following up on cases. The most important tool for a lawyer referral program is the technology. Join us to hear the answers to the questions you have about the various platforms, and to find out how to maximize your technology to advance your program’s efficiency.

9:45 a.m. - 12:45 p.m. (Break)

Membership to Mentorship: Tales from the Wild West
10:00 a.m. - 1:00 p.m.

Seth Chavez, Los Angeles County Bar Association, Los Angeles, CA

One of the greatest needs of a lawyer referral program is lawyers. How do you get them? How do you retain them? And what do you do with the new ones? Join the director of one of the largest public service-oriented lawyer referral programs nationwide as he provides details and insight on maintaining the one resource no lawyer referral program can do without!

10:45 a.m. - 1:45 p.m. (Break)

Table Talk (Hot Topics)
11:00 a.m. - 2:00 p.m.

Didn’t get a chance to discuss your topic of choice yesterday? Have a bit more to say? Join us for further conversations on the hot topics of the day. Or, take advantage of open tables for networking or lunch with a friend.

11:35 a.m. - 2:35 p.m. (Break)

State of the States
11:45 a.m. - 2:45 p.m.

John Lund, co-chair of the Utah Implementation Task Force on Regulatory Reform, Salt Lake City, UT
Lynda Shely, member of the State Bar of Arizona Task Force on the Future of the Profession, Scottsdale, AZ
E. Lynn Grayson, co-chair of the Chicago Bar Association and Chicago Bar Foundation Task Force on the Sustainable Practice of Law & Innovation, Chicago, IL

Re-regulation of legal services is not going away. As a matter of fact, its expanding. From Arizona to Utah to Illinois. From for-profit lawyer matching services entering a “regulatory sandbox” to non-lawyer provided legal services, to confidentiality for lawyer referral programs, find out how these new rules will impact the lawyer referral community going forward.

12:30 p.m. - 3:30 p.m. (Break)

Beyond Automated Referrals – Leveraging Technology to Service LRIS Clients Online
12:45 p.m. - 3:45 p.m.

Amanda Busch, New York City Bar Association, New York, NY
Tiela Chalmers, Alameda County Bar Association, Oakland, CA
Jamie Maclaren, The Access Pro Bono Society of British Columbia, Vancouver, BC
Rachel Shigakane, Alameda County Bar Association, Oakland, CA

The global pandemic has challenged all of us to rethink how we deliver services and integrate new technology into our daily practice. Many of us are discovering that new technology is enabling the delivery of important legal services while serving as a lifeline to small firm and solo practitioners during the economic shutdown. At the same time, the embrace of new technology has the potential to allow us to serve a greater number of clients and promises our LRS attorneys a reduction in time spent on administrative matters, leaving more time to the practice of law and generating new business. Can new technology allow us to do more with less?

Final Remarks and Closing
1:45 p.m. - 4:45 p.m.

David Keyko