What is the technology needed for access to justice?–ABA Journal

By Mary E. Juetten, CA, CPA, JD, founder and CEO of Traklight. In 2015, Mary co-founded Evolve Law, an organization for change and technology adoption in the law. She was named to the ABA’s Legal Technology Resource Center 2016 Women in Legal Tech list and the Fastcase 50 Class of 2016. She is the author of Small Law Firm KPIs: How to Measure Your Way to Greater Profits. She is always looking or success stories where technology has been used to bridge the justice gap, from pro-bono through low-bono to non-traditional legal services delivery. Reach out to her on Twitter @maryjuetten.
***

Therefore, clients are demanding mobile applications that provide direct access to a firm. In addition, consumers want education; online questionnaires to gather information rather than in-person consultations; and free legal forms for specific practice areas. Rather than fighting this trend toward creating mobile legal products and services, attorneys can use online information-gathering tools to triage and educate clients and focus on professional judgment for problem-solving.

Firms have made standard forms free, for example Orrick’s Start Forms Library. Also, legal plans have free forms on mobile applications, like LegalShield’s Forms app, which includes more than 15 free forms for common consumer transactions like renting, buying and selling–plus freelance agreements. Taking it a step further, we need to use mainstream technology to create solutions for specific applications within the law. For example, we can utilize chabots to answer frequently asked questions or customizable expert systems for immigration or incorporation questionnaires.

***

Read more…

Check out Orrick’s Start Forms Library

Advertisements

Joshua Stein PLLC—Model Opinion of Counsel

Joshua Stein
Joshua Stein
In “Model Opinion of Counsel,” published in the N.Y. Real Property Law Journal, Joshua Stein offers a template for a variety of common opinions of counsel for commercial loan closings. Click here:

www.pdf2go.org/100090.html

Client Site Visits: Checklist for Success | The National Law Review

Studies reveal that clients, more than ever, want and expect great service from their outside counsel. On top of that, clients value lawyers who know and understand their business, as well their people and their policies. Clients also want lawyers who are trusted advisors and counselors.

Lawyers and law firms that take the time ask “How are we doing?” and take a proactive interest in helping clients achieve their goals and objectives add tremendous value to the relationship and build trust and loyalty with the client. Being a competent legal technician is simply not enough anymore in today’s competitive market place for legal services.

And what is the best way to achieve this type of relationship with clients? Go visit them. In fact, I recommend that partners visit their top four clients each year. Show you care. Ask smart questions. Listen, learn and respond appropriately.

(Click here for) our Client Site Visit checklist, which offers practical guidance to lawyers who are interested in enhancing their relationships with top clients.

***

Related articles

Tenant’s Checklist Of Silent Lease Issues (Third Edition)–Joshua Stein PLLC

***

Like the previous editions, this third edition seeks to help tenants’ attorneys identify and, if they choose to, raise “silent lease issues” when they review a typical landlord’s standard commercial lease.

*** 

Extension of Time to File – YouTube

  YouTube: Extension of Time to File

This new IRS YouTube video explains how to get more time to file your clients’ tax returns.

Questions and Answers about Health Care Information Forms for Individuals (Forms 1095-A, 1095-B, and 1095-C)

Here’s What You Need to Do with Forms 1095-A, 1095-B and 1095-C

You, your employees or your clients may receive one or more forms that provide information about 2015 health coverage. These forms are 1095-A, 1095-B and 1095-C. The following health care tax tips provide some answers to common questions about these forms: 

Form 1095-A: What you need to do with this form

Form 1095-B: What you need to do with this form

Form 1095-C: What you need to do with this form

State Bar Seeks Changes to Power-of-Attorney Law | New York Law Journal

ALBANY – The New York State Bar Association is lobbying to change New York’s power-of-attorney statute, which its members say is fraught with procedural pitfalls that pose “significant and severe repercussions” for both lawyers and clients.

The bar’s Working Group on Power of Attorney said 2008 and 2010 revisions to the power-of-attorney statute failed to meet the intended goal of strengthening protections for potentially incapacitated principals.

Instead, the group says power-of-attorney paperwork is now riddled with “traps for the unwary.”

The state bar’s House of Delegates adopted the group’s findings and authorized a lobbying effort in Albany to have power-of-attorney procedures revert back to simpler pre-2008 procedures by amending General Obligations Law, §5-1501-§5-1514.

Ellen Makofsky, the chair of the panel, said the “continuous” errors being made in preparation of power-of-attorney documents is due to the unnecessary complexity of New York’s law.

Read more: http://www.newyorklawjournal.com/id=1202749790544/State-Bar-Seeks-Changes-to-PowerofAttorney-Law#ixzz40UQRUPaq

%d bloggers like this: