Category: Law Practice

TechTip in a Tenth: Remove File Properties (Metadata) from Word Documents

By Adriana Linares

It’s TechTuesday! Today we are sharing the first of our new series titled “Tech Tip in a Tenth”. These are short, targeted, and practical video’s approximately 6 minutes in length, because, as Technology Committee Member, David Majchrzak said, “Who can’t spare a point one!?” First, a list of more more resources on the topic followed by today’s Tech Tip in a Tenth!

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Hiring Trends: What Firms Need to Know

By Henry Angelino

2018 is coming to a close and many firm leaders are thinking about their plans and goals for 2019. One typical consideration is whether to expand their firm by hiring additional staff and/or attorneys. Do they need an assistant or an associate just to keep up with their case load, and can the budget support another salary? If this is their first employee, they have the added concern of ensuring the structure and procedures are in place to properly manage and efficiently/effectively utilize an employee. Thus, careful planning and research should be part of this major decision, and hiring a new employee should not be taken lightly or done in haste.

So, you think you are ready to move forward and expand your team but aren’t sure of the best path to take in finding a quality candidate. The first step is to make sure you have a complete description of the knowledge/experience requirements, duties and responsibilities for the position, and know the traits you are looking for in your ideal candidate. Additionally, what are your expectations if the position is for a billing professional? Are you looking for a more experienced employee or do you want a less experienced employee that you can train without having to worry about “bad habits” or “knowledge gaps” from previous employers? Do you want to conduct the search or hire a recruiter to do the initial search and screening for you? OK, you have done your homework and are ready to initiate a search. What do you need to know about the current legal hiring market to increase your chance of success? Here are a few trends that I am seeing in San Diego.

-There is an increasing number of smaller and mid-sized firms that are growing and looking for qualified candidates to fill attorney and staff positions. Some of the fastest growing firms are groups of attorneys that have left larger firms to create their own firm and culture.

-There are fewer associate attorneys available due to lower numbers of law students in recent years and it is harder to find associates with three to five years of substantial law firm experience, a typically desired attribute. On the positive side, there is an increasing number of diverse candidates applying for positions.

-Qualified candidates with a solid performance record are in high demand and will usually be exploring multiple opportunities simultaneously. Thus, employers must be ready to move quickly to evaluate quality candidates and make a hiring decision.

-Small to mid-sized law firms are using contract attorneys or part-time support staff personnel to assist with excess legal and administrative tasks. This allows the firm to “test drive” employees before making a permanent hire while remaining within their budget. Another trend is to outsource various human resource and administrative tasks to reduce the time spent to manage the firm and remain compliant with the changing laws and regulations.

-Support staff are more highly qualified and willing to perform multiple roles within small and mid-sized law firms. Many candidates have a paralegal certificate and thus can generate revenue to help offset their salary and benefit costs. Additionally, some more experienced support staff candidates are applying for traditionally entry-level positions and bringing their considerable breadth of skills and experience to smaller firms. Alternately, you will receive a very large number of applications for entry-level positions and will need to separate qualified from unqualified candidates, which can be time-consuming.

-Turnover rates are increasing, causing firm leadership to spend more time hiring and training new employees after a dismissal or departure. Some of the reasons I have seen for this trend is a disparity in values or priorities, employees not meeting stated expectations, and employees not investing the time and effort to build sound legal skills and produce quality work.

Adding new members or service providers to a small or mid-sized law firm team can improve employee and client care, increase productivity, and reduce the time required by leadership to manage the firm while freeing up partners for strategic initiatives, business development and training/mentoring employees. To be successful though, firm management must ensure they carefully and quickly screen qualified candidates to ensure the right cultural and capability fit. Not always an easy task given the current hiring environment!

Henry Angelino is the owner of Angelino & Associates, Inc. and a strategic business and operations consultant for law firms. Read More

‘Tis the Season for Planning for Success: Tips for your firm’s New Year’s resolutions

By Henry Angelino

The holiday season is in full swing as we prepare for the end of the year and plan for next year. We are attempting to balance our case load with family vacations, the final push for collections with ensuring our employees are rewarded for their dedication, and thinking about how to make 2018 even more successful than 2017. New Year’s resolutions are usually made in January, so here is a brief list of tips to help you get started.

Strategic Plan Review
Do you have a strategic or business plan and when was the last time you reviewed it? Unfortunately, there are numerous competing priorities for your time and handling the immediate needs of a client and/or matter take precedence. However, making the time for a “firm retreat” to create or review a plan can provide clarity and keep you focused in the coming year. Stephen Covey, author of The Seven Habits of Highly Effective People, states that you should “start with the end in mind.” As part of the strategic planning process, setting annual goals can assist in achieving your long-term goals (three, five and 10 years).

Business Development Plan Review
This is another tool to keep you personally focused on efforts to generate new clients or additional work from existing clients. Many attorneys will create a business development plan and put it away, never to look at it again. Now is the time to review and update your plan examining your networking progress, marketing efforts, community involvement and client development strategies. Did you join your practice section at the San Diego County Bar Association, alumni groups, professional organizations or civic boards, or volunteer with charities to enhance your professional expertise, expand your network and contribute to the community? What are you doing to strengthen your relationship with your clients? Is your plan reflected in your budget?

Risk Management Assessment
Risk and risk management are familiar terms for attorneys since they deal with them in every litigation case and transaction. Do you apply the same approach to your practice? Do you have policies and procedures in place to minimize the risk of having to disengage from a matter due to a failed client-attorney relationship, having a client file a suit or complaint against you, or the more common occurrence of performing “unintentional” pro bono work for a non-paying client? Risk management starts with the client intake process and continues with client communications, collections and disengagement or closing of the matter. Having a clearly defined process in place enables your firm to achieve consistency and efficiency, and reduce
risk while retaining optimum clients
and establishing a positive
business relationship.

Task Management and Delegation
Your time is important and you want to spend as much of your time practicing law versus administering the firm. Administration cannot be ignored though, so how do you free up more of your time? Make a list of tasks and decisions that you currently perform and then divide the list into two: Executive and Non-Executive Tasks. Executive tasks are items that only you can perform due to your knowledge, their complexity and/or their importance. Non-executive tasks are items that could be delegated to a staff member with the right training, guidance and supervision. Delegate tasks with the right controls, procedures and pre-approved templates in place, and enjoy practicing law more. Read More

Technology Gumbo

By Bill Kammer

There have been many recent developments deserving mention, but singling out one for full-column treatment doesn’t make sense. Better to give each a brief mention.

For instance, in mid-May, the FBI warned of a compromise that involved Russian malware inserted into home and small office routers. Perhaps 900,000 units were affected, and they include ones manufactured by prominent companies such as Linksys and Netgear. The malware can collect information by reading all internet activity on the network including login credentials. The FBI and security firms urgently recommend owners reboot their routers to avoid problems. Although Apple products do not appear to be implicated, good advice would probably be for everyone to reboot their routers now, ensure all updates are installed, and effective passwords are being used.

Similarly, security firms recently reported that they had found malware in the firmware of 141 low-cost Android smartphones and tablets. Though these crooks appear to be interested in generating click-revenue by inserting ads, still the malware is a problem to be dealt with. Many attorneys and staff members have network access to confidential information, and at least some may have low-cost phones that could be infected. This is another threat to our obligation to keep secret the sensitive and confidential information we possess and store.

Passwords remain a continuing problem because users still prefer simple, easy-to-remember passwords. The popularity of passwords such as “123456” and “password” itself has declined, but many still continue to use them. There have been many compromises of substantial databases of confidential information that now reside on the dark internet. haveibeenpawned.com is the recommended check for the compromise of your email address, but now its author, Troy Hunt, has launched a companion site to determine whether a password has ever been compromised, regardless of who was using it. The website, haveibeenpawned.com/passwords, operates against a base of over 500 million pwned passwords. The National Institute of Standards and Technology (NIST), the federal agency, recommends that network owners check all passwords of staff and employees against that database. If a password in current use is in that database, the owners should insist on a change.

None will provide a perfect defense, and we should use a layered security barrier. Most recommend password managers, VPN’s such as TunnelBear, and two-factor authentication. The most popular password managers remain LastPass and 1Password. 2FA is mandatory in many law offices and on many financial websites. You login with your password and request a code sent to your mobile device or dongle. Subsequent entry of that code at the visited website allows full access to the sensitive and financial information located there.

You may have noticed recent, frequent requests to update your mobile device applications and to respond to messages requesting confirmation of your email subscriptions and preferences. Most of us routinely accept the terms and conditions we are presented with. However, these recent requests result from the May 25 effective date of the GDPR, the European mandate for protecting private information and to ensure its judicious collection and storage. Any company such as Facebook or Twitter with worldwide operations is requesting permission and updating applications from all their worldwide users. Although the primary emphasis of GDPR is the protection of the information of European citizens, slowly but surely, its provisions will affect internet, storage, and mailing list protocols in the U.S. Moreover, after the Facebook debacle, there is already renewed American interest for the establishment of data protection protocols, providing us all with the privacy of information we probably expected but never received. Commentators advise us to read carefully the content of the recent permission requests. Careful review may make you wonder why a flashlight app wants access to your address book or calendar information.

We’ve discussed before the Internet of Things, the internet linking of devices such as baby cams, Ring doorbells, Nest thermostats, home speakers, and voice-activated assistants such as Amazon’s Echo. Several weeks ago, an Oregon couple was shocked to learn that their Alexa device had recorded their private conversations and then emailed a transcript to a third-party contact. Closer to home, SDG&E recently reported that government agencies had subpoenaed smart-meter data from 480 homes and businesses.

Consumers rarely understand the connectivity of these devices, their information transmissions, and that manufacturers aren’t motivated to provide substantial security against misuse and infection. IoT devices are sold at competitive and declining prices. Security and updates would add substantially to their cost. This is just another thing to worry about, but we can’t ignore it even though we think it’s beyond our paygrade. To judge that yourself, visit the FBI’s recommendation for nine steps to protect your IoT devices. (For an example of the threat, Google: “the thermometer in a casino’s lobby aquarium.”)

Finally, on May 24, the California Supreme Court decided Facebook v. Superior Court — a case that is important to the criminal defense bar and could become important to civil e-Discovery. The ruling involved a federal statute, the Stored Communications Act, that social media companies have relied upon to avoid responding to subpoenas or communications contained in users’ accounts. The Court concluded that Facebook and Twitter must respond to the defense’s subpoenas for all information public at the time of the request. Authentication is frequently an issue in evidentiary rulings concerning information that might appear on the internet or social media webpages. The Court’s ruling probably eliminates that problem in criminal cases, and the extension of that decision to civil cases seems likely.

Bill Kammer is a partner with Solomon Ward Seidenwurm & Smith, LLP.

This article originally appeared in the

May/June 2018 issue of San Diego Lawyer Read More

Everybody is a Star — Unlocking Your Leadership Skills

By Jeffrey Chinn

“Leadership is unlocking people’s potential to become better.” — Bill Bradley 1 

Just like some contract clauses, “leadership” can be interpreted in many ways and appear very daunting, but taking on a leadership role is easier than you think. I recently attended a panel featuring leaders of local bar associations.2 Each one spoke of their decision to take a leadership role, the benefits, and the challenges. They all ranged in experience and background (e.g., private law firms, public sector, solo practice, recent graduates, and experienced attorneys). However, there was consensus among all that leadership comes in many shapes and sizes, thus forming the basis of this article.

For me, my first significant leadership role was during my 2L year when somehow I became President of the Asian Pacific Law Students Association. At first, I thought, “I have no clue what I’m doing,” which became “I think I know what I’m doing,” which became “maybe it’s not so hard after all.” Years later, I still appreciate that experience in developing the skills and confidence to take on more significant roles later on in my legal career. Throughout, my intent has always reflected Bill Bradley’s quote – to use my skills to benefit others and create positive outcomes.

Why Take a Leadership Role?

Your work product is your brand and reputation. Take the time to build your brand, social capital, and credibility throughout your firm and the legal community. Taking a visible role working with others will increase your value internally and lead to valuable external connections. And it’s easy – San Diego, as we know, is a relatively small legal community.  Taking a role means you will see other community leaders on a regular basis, allowing you to form solid business and social (it’s not all about work!) relationships.

The results will always be positive, especially with peer recognition. Other attorneys will say to themselves, “I recognize that person as being a leader in the community, so I will work with them.” You may encounter other attorneys as opposing counsel, so prior relations or reputation counts. Also, employers appreciate the positive spotlight on their employees doing good things. Your role can also lead to other attorneys seeking you out for advice or to refer cases. Leadership roles also give you the opportunity to get to become better acquainted with prominent attorneys in the community or at your firm. Next thing you know, you are being nominated for an award or a “Best of” list.

But I’m Not a Born Leader or a Good Networker

Very few of us are “born leaders” but “become leaders.” It’s different from networking because you are putting work into a project rather than just exchanging business cards.  Leadership roles can take many different forms, but you always want to find roles that help you develop different skill sets. One drawback is that the more complex or highly visible projects will also require some sacrifice on your part. But it will be worth it in the end.

Taking a Leadership Role — Find Your Comfort Zone, Not Your Danger Zone

It’s OK to start with a minor role and work your way up. Fit your talent to the project, rather than signing up for something outside your skill set or comfort zone. Do not over-promise then under-deliver. For example, do not volunteer to be chair of a charity golf or dodgeball tournament if you have no experience organizing a similar large-scale event. I once tried to organize a charity rock concert and learning on the fly was no fun.

I suggest you start by volunteering and then keep expanding your duties/comfort zone with each project. Challenge yourself and don’t always take the easiest assignment. But don’t feel the need to accept the hardest assignment either. For example, it is not necessary to become a board member or board president, or take on a complex pro bono appeal to the 9th Circuit. Start with an event committee or giving pro bono advice to someone in small claims court. In time, you will be approached for increasingly significant roles in more high profile projects or events. In fact, SDCBA committees are a great and easy way to take a leadership role, including the Forum for Emerging Lawyers which aims to give leadership opportunities to new attorneys.

Any Concerns I Should Think About Before Taking That Leap of Faith?

Of course! Obviously, you shouldn’t volunteer for a position if you have cases that require you to travel or have a series of trials coming up. Does the project fit with your work/life balance or priorities in life? Do you have other existing commitments (family or otherwise) that could prevent you from being a productive leader and devoting the proper time and attention? Will there be conflicts with your clients?

From Small Things (Big Things One Day Come)3

Hopefully, you’ve seen how simple leadership roles can fit into your work and personal life. Don’t be intimidated and keep adjusting and expanding the boundaries of your comfort zone. You will get from volunteer to team leader in a very short time. Remember to demonstrate who you are and “[n]ot the one you feel you need to be.”4

Jeffrey Chinn is Director of Career Services, Thomas Jefferson School of Law.

1 Former U.S. Senator and New York Knick.  http://www.inc.com/lolly-daskal/the-100-best-leadership-quotes-of-all-time.html Read More