The Paperless Law Firm: Practical Tips to Turn Your Practice into a 21st Century Reality

practice management software

Everything you need to run a small law firm

If your law firm is buried in paper, you are probably operating like you did in the 20th century.
Successful law firms today are paperless. If you take advantage of the latest technology, you not only meet the challenges of our digital world, but you will also grow your business.

Are You Meeting the Needs of 21st Century Clients?

Using outdated practice management methods, as so many small law firms still do is at odds with the needs of 21st century clients. Smartphones and other mobile devices such as tablets, iPads and digital tablets have a profound impact on how we work, just as the personal computer did a generation ago.
Small law firms particularly, need innovative technology to:

  • Integrate case documents seamlessly
  • Satisfy a client base that accesses information on smartphones and other mobile devices
  • Give attorneys access to all client information, including all case documents — wherever they are
  •  Store and protect all case data safely and securely

If you are ready to move your firm’s practice to the 21st century, here are five practical tips:

Read more>> 21st Century Paperless Law Firm-Tips

Am I Eligible for Workers’ Compensation Benefits?

Experienced NYC | Brooklyn | Queens | Bronx Workers’ Compensation Attorneys

Am I Eligible for Workers’ Compensation Benefits?

Like every other state, New York has workers’ compensation laws designed to be the primary (and sometimes exclusive) remedy when a person is hurt on the job. But there are specific requirements for eligibility for workers’ compensation benefits—not every injury that keeps you from working will qualify you for workers’ compensation payments.

The basic criteria to qualify for workers’ compensation benefits are:

  • You must have been injured on the job or during the course of your employment. Injuries suffered in a motor vehicle accident will qualify if you were traveling for work at the time of the crash.
  • You must have been an employee of the person or company from whom you seek benefits. If you were self-employed, you typically cannot seek benefits from a third party with whom you contracted to do some work. For example, if you are a construction subcontractor, you may have no workers’ compensation claim against a general contractor or owner for injuries suffered on a construction site.
  • The business that employed you at the time of the injury must have had workers’ compensation insurance or have been required by law to carry such insurance. In New York, there are very limited exceptions to the requirement that companies carry workers’ compensation insurance—typically, a business will only be exempt there are no employees (other than owners).

Am I Eligible for Workers’ Compensation Benefits?

Queens | Brooklyn | NYC | Bronx Workers Compensation Attorneys

At Pyrros & Serres LLP, we provide comprehensive counsel to people with workers’ compensation and Social Security disability claims in Brooklyn, Queens, the Bronx and across the greater New York City metropolitan area. Because of our reputation for effective advocacy, many of our new clients come to us as referrals from clients and other lawyers.

To learn more about the full scope of our practice, see our practice area overview page.

Pyrros & Serres LLP

Queens | NYC | Brooklyn | Bronx Workers’ Compensation Attorneys

Matter of Van Patten—Representation by Counsel

Author: Bonnie Lawston

If I am an executor, administrator or trustee, do I need an attorney and who pays for it? Why spend the money? 

The answer is that you should. Since the duties of a fiduciary involve actions that required legal counsel, any non-attorney executor (or fiduciary) who personally handle all estate matters (without retaining counsel) has engaged in the unlawful practice of law.

Matter of Van Patten—Representation by Counsel

One of the fundamental functions of a last will and testament is to name an executor, the person designated to oversee the orderly distribution of the assets of the estate. Though there are clearly situations where it’s essential for the executor to retain legal counsel to settle the estate in the probate court, there can also be situations where the executor might find it problematic or perhaps even unnecessary to hire a lawyer to probate a will. The estate may lack the resources to pay legal counsel. An important question, then, is whether an executor can handle all the duties required to probate an estate without hiring legal counsel.

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The executor in Van Patten challenged the ruling, arguing that she was the only beneficiary of the estate, so she was essentially the acting in her own interests. The court disagreed, finding that she had a responsibility to creditors of the estate as well. The court then ordered the executor to hire legal counsel or risk have the estate’s objections to the trust accounting dismissed.

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Contact the Law Office of Bonnie Lawston

At the Law Office of Bonnie Lawston, we focus our estate administration practice on estates subject to probate in Nassau County and Suffolk County on Long Island. Contact our office online or call us at (631)425-7299 or 24/7 at (855)479-4700 to set up a free initial consultation.

An Executor’s Fiduciary Duty to Determine Fair Market Value of Property

Author: Bonnie Lawston

Under the estate laws in New York, a person named in a will as an executor has certain “fiduciary duties.” A fiduciary duty is essentially the requirement to act in the best interest of another party. The fiduciary duty owed by an executor is the duty to act in the best interests of the estate and all beneficiaries to the estate. The fiduciary duty imposed on an executor requires that the executor always put the interests of the estate above his or her own self interests.

In addition, though, an executor has a duty to find and manage the assets of the estate in the best interests of the estate and, ultimately, the beneficiaries. That typically includes taking “reasonable” steps to preserve or maximize the value of estate assets. A 2014 opinion in the Surrogate’s Court in Kings County addressed that specific issue.

In Matter of Mahler, 2009-1485/B, Richard Mahler was the named executor of the estate of Margaret Van Cortlandt Billmyer. Among the estate’s assets was real property, which Mahler contracted to sell to a personal acquaintance for the purchase price of $670,000. Three days after the closing on the sale of the property, the buyer, Basile, sold the property for $1.3 million.

Adelphi University, an heir to the estate, contested the accounting of the estate and the New York State Attorney General joined in the action, asking the court to find that Mahler had breached his duty to act in the best interests of the estate. The petitioners asked the court for $630,000 in damages—the difference between the sales price to Basile and Basile’s revenue three days later.

Fiduciary

In response to the legal action filed against him, Mahler contended that the property was run-down and needed extensive repairs. Adelphi and the Attorney General’s office alleged, however, that Mahler had failed to obtain any comps (prices for comparable properties in the area) and that he had taken no action to determine the actual fair market value of the real estate.

When questioned by the court, Mahler could provide no explanation for the difference in value over the three day period. The court concluded that the petitioners had met their burden to show that Mahler had breached his fiduciary duty to exercise diligence and care when selling the property. In its opinion, in fact, the court found Mahler “utterly devoid” or the required care to be exercised by a fiduciary. The court concluded that a $630,000 surcharge assessed against Mahler was appropriate.

The opinion rendered by the Surrogate’s Court demonstrates the importance of seeking experienced legal counsel when you’ve been named executor or administrator of an estate. At the Law Office of Bonnie Lawston, we offer comprehensive counsel to executors, administrators and personal representatives, helping you avoid any potential fiduciary challenges.

Contact the Law Office of Bonnie Lawston

At the Law Office of Bonnie Lawston, we focus our estate administration practice on estates subject to probate in Nassau County and Suffolk County on Long Island. Contact our office online or call us at 631-425-7299 or 24/7 at 855-479-4700 to set up a free initial consultation.  Our attorneys and staff can enforce the applicable laws of New York State and require the executor, administrator or trustee to maximize your inheritance and protect your rights.   Call us for a free consultation and deferred legal fees.

Effects of Divorce on Children

The decision to divorce is life changing, and unanswered questions can linger in the back of your mind, making you uncertain or insecure about your decisions.Scientific American reported about research that could be helpful to know.

Should you stay in an unhappy marriage to protect your kids from the harmful effects of divorce?

Every year about 1.5 million children live in families where their parents divorce. According to one research study, only a small percentage of children suffer from serious problems related to divorce. On the short term, the divorce may seem traumatic. Your children may react with anger, anxiety, sadness or shock. However, kids overall recover quickly, and usually by the end of the second year after divorce, such negative emotions disappear. Studies showed that children from intact families and divorced families didn’t differ significantly.

What effects do high levels of parental conflict have on children?

Children subjected to high parental conflict had a more difficult time adjusting in life. This is true whether within a marriage or during or after divorce. Despite this fact, children in high conflict families experienced less shock when learning their parents were getting a divorce. Children were more prepared to hear about the divorce and were less surprised or terrified by the news. Some even experienced relief.

How can you reduce the factors that would adversely affect your children?

You can limit your conflict associated with the divorce process or avoid exposing your child to the conflict. The better you adjust to life changes after divorce, the more likely your child is to adjust well too. Open communication with your children and answering their questions helps them. Good parenting that provides warmth and support and economic stability are also positive influences. Socially supporting your kids and social support from other adults like teachers and the children’s peers can also help them bounce back from the divorce.

Work with a Divorce Lawyer You Can Trust

If you’re contemplating divorce and have questions Attorney Chris Palermo is glad to provide you with experienced legal guidance. He can help you make the right decisions.

The Workers’ Compensation Board Ruled Against You—Now What?

Author: Pyrros & Serres,LLP

New York City | Queens | Brooklyn | Bronx Workers’ Compensation Lawyers

The Workers’ Compensation Board Ruled Against You—Now What?

You got hurt on the job and it seemed like an open and shut case—then the workers’ compensation board ruled against you. Now what do you do? What are your options?

If you receive a decision that seems inconsistent with the facts, that you feel is unjustified, there are a number of different levels of appeal:

  • The first level of appeal—File a written appeal with the commissioners of the workers’ compensation board. Set forth the reasons, legally and factually, why you believe the workers’ compensation judge was wrong. You must file this appeal within 30 days of the date of the written notice of the denial of your initial claim. That date will be stamped at the bottom of your notice.
  • The next level of appeal—If you’ve submitted a written petition to the commissioners and disagree with their ruling, you can ask for a full board review of your claim, where all the commissioners will review your claim. At the same time, you can file an appeal with the appellate division of the State of New York for the 3rd Department, a court system that oversees the workers’ compensation board

The New York Workers’ Compensation Board ruled against you—now what?

Experienced NYC | Brooklyn | Bronx | Queens Workers’ Compensation Attorneys

At Pyrros & Serres LLP, we handle all matters related to workers’ compensation and Social Security disability claims for people in Queens, Brooklyn, the Bronx and across the greater New York City metropolitan area. Because of our reputation for effective advocacy, many of our new clients come to us as referrals from clients and other lawyers.

To learn more about the full scope of our practice, see our practice area overview page.

Pyrros & Serres LLP

Queens | NYC | Brooklyn | Bronx Workers’ Compensation Attorneys

Final Rules on Paid Sick Leave for Federal Contractors

Author: Stephen Hans

At the end of September 2016, the Department of Labor released the final rules for federal contractors. The rules required employers to provide workers with paid sick leave.

The final rule only applies to employees working on or in connection with federal contracts. Nevertheless, it establishes a guidepost that reflects the trend for sick leaves regarding workplaces in general.

Under the following situations, workers can use paid leave:

  • For their own personal illness (whether a physical or mental disorder, disease, condition or impairment)
  • To take of a sick family member
  • To see a doctor
  • To take a family member to a medical appointment
  • For handling issues related to domestic violence, sexual assault or stalking

 

Statistics indicate the rule will:

Provide up to 56 hours of sick leave per year for approximately 1.15 million federal contractors’ employees, which also includes 594,000 employees who currently do not receive paid sick leave.

Implementation Options

Employers can allow sick leave to accrue over time or front load sick leaves to make administration easier.

Employers are given flexibility in integrating existing paid time-off policies with existing collective bargaining agreements.

Sick Leave Carry Over

Sick leave days from one particular year carry over to the next year. However, the employer does not have to pay the worker for accrued sick leave that the worker did not use by the end of the job. If the employer rehires the same employee within 12 months (even if for a different contract), and sick leave had been accrued but not used, the accrued sick leave is reinstated.

Overall, the purpose of the final rule is to help improve workers’ health and performance while protecting public health as well by keeping sick workers at home.

The final rule goes into effect in January 2017.

Do You Have Questions about Sick Leave?

If you have questions about sick leave for employees, consult with an experienced employment litigation attorney.

Stephen Hans & Associates can answer your questions and help protect you against legal liability.

Bridging the Billable vs. Non-Billable Hours Gap

practice management software

Everything you need to run a small law firm

Is your firm spending too much time on administrative tasks?

Surveys of billable vs. non-billable hours show that attorneys in small firms work about 60-66 hours a week with up to 12 hours spent on non-billable tasks. In a Lexis-Nexis survey, more than half of respondents ranked administrative and practice management tasks as the number one or two activity that consumed the majority of non-billable hours.

The Root of the Problem

An ABA Legal Technology Survey Report showed that fewer than 35 percent of smaller law firms are using any sort of legal-specific practice management software to assist with administrative tasks.

Here are four simple steps to take control of your time, improve efficiency and bridge the gap between your firm’s billable and non-billable hours.

Step 1: Use One Database 

Legal -specific practice management software is a must. However, not all software is equally efficient. You will need software that is an all-in-one solution for maximum efficiency.

Storing information in multiple databases, i.e. one for client data and case management, one for time tracking, one for billing, etc,  is inefficient, inaccurate, costly and frustrating. With an all-in-one software solution, you import client and matter details only once and then use those details where and whenever you need them.

You will sabotage your firm’s efficiency if you try to make different systems work together – puzzles are great, just not in your firm.

All-in-one practice management software handles all administrative tasks:

  • Matter management
  • Workflow control
  • Automated forms and precedents
  • Document management
  • Time recording and billing
  • Trust accounting

Once you stop duplicating data, you will be amazed at how much more you will get done, You will save about five hours per person per week on admin tasks and you will enjoy practicing law more.

Step 2: Automate document production

For most lawyers, producing correspondence of all kinds is par for the course. Obviously, the faster the better for improved time utilization and efficiency.

The quickest, easiest and most accurate method to manage correspondence and paperwork is an integrated system that merges previously captured data directly into your document, email and contract templates.

A good system will enable you to complete correspondence in minutes. Ideally, you should also be able to add your own precedents and other legal documents, so there is a standard process for all staff.
This way your benefit is twofold – better service for your clients and efficiency for your firm. It’s a win-win!

Step 3: Record All Time – Billable and Non-Billable Work!

If you’re not recording every second, you’re throwing money away. You must know how much time you are spending on a particular matter so that your fees are accurate, regardless of your fee structure. Recording time manually is inefficient, inaccurate and makes extra non-billable work. What you want is a ‘touch it once’ system where your time is recorded accurately in every instance in which you work on a matter.

The ideal system will track, record and save your billable hours on electronic timesheets automatically and enable you to:

  • Find the correct matter quickly
  • Start and stop the timer easily if you are interrupted
  • Enable you to record time, even if the matter has not yet been opened
  • Allow you to record time wherever you are, without being tied to a desktop.

Accurate time recording —only half the battle

Recording your time correctly is crucial, but a ‘client friendly’ billing process is the cherry on top.
Let’s be honest, billing is boring. Too many lawyers have manual or poor systems to record time and the tedious nature of the task means billing gets put off until the conclusion of a matter. Putting off billing until the end might seem like a good way to limit time spend on producing invoices, but it also raises risk of creating bad blood with clients over billing disputes or delays in paying the invoiced amount. Many lawyers place themselves in such a position repeatedly.

Avoid the risk:

  • Provide your client with a simple and clear costs agreement
  • Record time and disbursements diligently
  • Generate bills using the original data recorded in your system. Don’t dictate and retype!
  • Prepare invoices regularly, at least monthly, so your clients can pay in small amounts
  • Make your payment terms clear
  • Stop work if your clients don’t pay

If your firm records billable time in this way, you should expect a revenue increase of about 30%!

Step 4: Make Sure Everyone in the Firm Uses the System

The last step is the most important. Unless everyone in the firm uses the same system and tools, you will never beat inefficiency frustrations and failures. Often it takes strong leadership to push new processes because change can be daunting. Just remember, firms that don’t evolve will not be able to compete successfully.

Small law firm success is not a mystery, The truth is, the better your firm runs, the more profitable it will be and the more you will be able to pay your staff and yourself.

Increase Your Firm’s Profitability with LEAP

LEAP is an elegant, cloud-based legal matter management and accounting software solution that includes everything you need to run a small law firm. The software allows you to work more effectively so your small firm runs more efficiently and profitably.

Because LEAP is used exclusively for small law firms, all the feedback we get is from people like you. Thus, LEAP is a remarkably practical and user friendly solution for anyone working in a small law firm. For more information visit the LEAP website.

The Million Women March on Washington: Another Moment in History

Author:US Coachways

 

Is the Million Women March on Washington going to be another historical moment in U.S. History? It appears that it will be. In 1963, African Americans peacefully marched on Washington under the guidance of Martin Luther King, Jr. This march helped end segregation and led to many civil rights inroads for jobs and freedom.

usc-br-equality-for-all

Historical Pattern of Women’s Rights

Traditionally, women have followed African Americans in their efforts to obtain equal rights. Black American men received the right to vote on February 3, 1870 when Congress passed the 15th Amendment to the Constitution. However, women in America didn’t receive the right to vote until 1920, when the 19th Amendment was passed. This was 50 years later. Now once again, history seems poised to take another turn. Fifty-four years after African Americans marched on Washington, women are making their plans for a march to end workplace discrimination and sexual assaults on women.

Details about the Million Women March on Washington

The date set for the Million Women March  is January 21, 2017, the day after the inauguration of our 45th president, Donald Trump. The march will begin at the Lincoln Memorial and proceed to the White House.

If you want to join the movement and make your mark on history as a woman or a man supporting women’s rights, now is the time to make your plans.

usc-br-racism-end

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What to Do When a Loved One Dies

Author: Bonnie Lawston

When a loved one dies, the emotions you experience can paralyze you, causing you to neglect to handle some of the most basic tasks. That can complicate matters significantly.

What to Do When a Loved One Dies

Here’s a checklist of the steps you need to take following the passing of a loved one:

  • Get a declaration of death—If you have hospice care, the hospice nurse should be able to officially declare the person to be deceased. They will often help you arrange the transportation of the body, too. If you don’t have hospice care and your loved one dies at home, you’ll have to call 911. You’ll want a “do not resuscitate” order, though, or EMTs will initiate emergency medical procedures and may even attempt to revive the person.
  • Contact the funeral home—Assuming that no autopsy is needed, the funeral home will arrange to pick up the body.
  • Make arrangements for a memorial service and burial or cremation—By law, the funeral home must advise you when you call them of any costs that will be incurred to pick up the body. In addition, before you are charged any additional fees (for cremation, burial or other services), the funeral home must advise you of all your options. If there was a prepaid burial plan, that can be honored. However, you cannot be held to any “plan” for burial entered into by the deceased that was not paid for.
  • Get multiple copies of the death certificate—You will need copies of the death certificate for many different purposes, from life insurance payouts to notifications to creditors. The funeral home will often arrange to get the certified copies for you, but may charge a fee to do so.
  • Contact a probate attorney—It’s never too early to contact a probate attorney. Though the primary purpose in hiring an estate lawyer is to ensure the orderly distribution of the estate, that attorney may also help you navigate any legal issues that arise with the funeral home, with creditors or others. Your attorney may also help you locate insurance policies or identify other sources for defraying the costs of cremation or burial.
  • Initiate the probate process—Your lawyer will help you do this. You’ll need to bring a copy of the will to the appropriate county/city office to have it accepted for probate, and you’ll need to have the executor appointed.
  • Notify all necessary parties—In addition to friends and family, you’ll also want to notify creditors, pension or retirement funds, Social Security and V.A. offices, investment advisors, accountants and life insurance providers.

Contact the Law Office of Bonnie Lawston

At the Law Office of Bonnie Lawston, we focus our estate administration practice on estates subject to probate in Nassau County and Suffolk County on Long Island. Contact our office online  or call us at 631-425-7299 or 24/7 at 855-479-4700 to set up a free initial consultation.

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