June 01, 2018 Lawyer Referral and Information Services

2015 LRIS Workshop Materials

Download the Workshop Schedule

Download the Nuts and Bolts Schedule


The material contained in this American Bar Association page is solely intended for the attendees of the ABA 2015 National Lawyer Referral Workshop. Please do not circulate this page's url to anyone else. Thank you for your understanding of the need to restrict circulation of these materials.

Download the presentations by the day

OR by individual session (see below)


Wednesday, October 28, 2015
8:30 a.m. – 4:00 p.m. Pre-Workshop Program: LRIS Nuts and Bolts Training
 
  (Breakfast and Lunch are on your own)
5:30 p.m. – 6:00 p.m. Newcomers' Orientation
6:00 p.m. – 7:30 p.m. Welcome Networking Reception
 
Thursday, October 29, 2015
7:30 a.m. – 8:30 a.m. Workshop Registration & Continental Breakfast
8:30 a.m. – 9:00 a.m. Introduction and Opening Remarks
9:00 a.m. – 10:00 a.m. Opening Plenary: Beyond Cyberspace: Being George Jetson's Lawyer
(Will Hornsby, Staff Counsel, Delivery of Legal Services Committee, ABA)
10:00 a.m. – 10:15 a.m. Break
10:15 a.m. – 10:45 a.m. ABA Law Connect Update
(Terry Brooks, Director, Division for Legal Services, ABA)
 
TRACK A – NEWER MANAGERS
TRACK B – SEASONED MANAGERS
10:45 a.m. – Noon

A Courthouse Marketing Toolkit
(Jane Nosbisch, ABA LRIS Staff Counsel)

  • Additional Material
  • Open Forum – Topics TBD by Group
    Noon – 1:00 p.m. Luncheon
     
    TRACK A – NEWER MANAGERS
    TRACK B – SEASONED MANAGERS
    1:00 p.m. – 3:00 p.m. Best "People Management" Practices for Every New Leader
    (Julie Couret Willoz, Leadership & Development Coach)
    Open Forum – Topics TBD by Group
    2:00 p.m. – 2:15 p.m. Break 
    3:00 p.m. – 3:45 p.m. Plenary: How to Talk to Bar Leadership About LRIS
    (Jason Snell, The Snell Law Firm, Austin, TX
    Jonathan Safran, Samster Konkel & Safran, SC, Milwaukee, WI)
    6:30 p.m – Dine Around
       
    Friday, October 30, 2015
    7:30 a.m. – 8:30 a.m. Continental Breakfast
    8:30 a.m. – 11:30 a.m. Plenary: Improving Communication to Impact the Bottom Line
    (Michelle Johnston, College of Business at Loyola University, New Orleans, LA)
    11:30 a.m. – 1:00 p.m. Box Lunch: Regulating LRIS: The Florida Experience
    (Samuel Grier Wells, Chair, The Florida Bar Special Committee on Lawyer Referral Services)
    1:00 p.m. – 2:00 p.m. Plenary: Deciding How to Allocate Your Money Between SEO and PPC: A Manager's Framework
    (Ken Matejka, Matejka Marketing)
    2:00 p.m. – 3:00 p.m.

    TRACK A – OPERATIONS
    Re-Imagining LRIS from the Ground Up: Case Studies
    (Ann Pruitt, TN Alliance for Legal Svcs
    Michelle Chavez, San Diego Bar Association)

    TRACK B – CYBER
    Where Legal Intake Websites Go Wrong
    (M. Fogiel, ABA, Director of Digital Mkting)

    3:00 p.m. – 3:15 p.m. Break
    3:15 p.m. – 4:15 p.m.

    TRACK A – OPERATIONS
    Designing a Survey to Get the Best Results
    (Sara Smith, Research Associate, ABA)

    TRACK B – CYBER
    What Every LRIS Manager Needs to Know About Social Media
    (K. Matejka, Matejka Marketing)
     
    Saturday, October 31, 2015
    7:30 a.m. – 8:30 a.m. Continental Breakfast
    8:30 a.m. – 9:30 a.m. Plenary: How to Set Up a Social Media Platform to Get Best Results (Materials Coming)
    (Ken Matejka, Matejka Marketing)
    9:30 a.m. –9:45 a.m. Break
    9:45 a.m. – 11:30 a.m. Plenary: Moderated Discussion on the Fee Collection Process