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January 6, 2025 60 mins

Oregon Reporter Podcast

Modern Practice Management, with Monica Logan of the PLF (S1:E9); 

Date of Publishing: January 6, 2025

MCLE ID No: 117646

(Approved by the OSB MCLE department on January 2, 2025)

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This episode of the Oregon Reporter Podcast qualifies you for one practical skills CLE Credit (upon its approval by the OSB MCLE department), which can be self-reported on your MCLE transcript. 

For Instructions on self-reporting this credit, click HERE

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Show Notes: 

Office Systems

Practice Aid: Office Systems Review Checklist

Blog: Plugging the “Knowledge Drain”: How to Retain Knowledge to Ensure Your Firm’s Continued Success (September 13, 2022)

CLE: Practice Management Software: Know What You Want Before Making the Switch

Client Communication

Practice Aid: Client Relations Best Practices

Blog: Call Me Maybe: Improving Client Communication to Reduce Malpractice Risk

Calendaring

Practice Aid: Docketing and Calendaring Checklist

Practice Aid: Reminder and Tickler Systems

Blog: Apps to Help Legal Professionals Stay Organized (October 30, 2023)

Billing and Trust Accounting

Practice Aid: Accepting Credit Cards

Blog: Billing Software: Explore Your Options

Blog: Mobile Banking: Take Advantage and Tread Lightly

File Management

Practice Aid: Floating in the Cloud

Practice Aid: How to Back Up Your Computer

Blog: File Management: Tips for Managing the Chaos

Practice Aid: File Retention and Destruction Guidelines 

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This Episode’s Sponsors: 

CC Reporting: providing remote court reporting services across the state of Oregon, and in-person coverage from Salem to Medford. Schedule online at CCReporting.com. CC Reporting: we've got you covered. 

Watkinson Laird Rubenstein: serving Oregon for 30 years from offices in Eugene, Roseburg, Grants Pass, and Bend.  Business Law, Estate Planning, Real Estate transactions, and Civil Litigation.  Visit wlrlaw.com for more information.

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Support The Oregon Reporter Podcast: 

Support us at patreon.com/OregonReporterPodcast

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Intro/Outro Music: 

“Happy Boy Theme,” by Kevin MacLeod (incompetch.com) Licensed under Creative Commons: By Attribution 4.0 License Creativecommons.org/licenses/by/4.0/

“Happy Boy End Theme,” by Kevin MacLeod (incompetch.com) Licensed under Creative Commons: By Attribution 4.0 License Creativecommons.org/licenses/by/4.0/

All Rights Reserved by Oregon Reporter Podcast, LLC; no part of th

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