Expand Your Practice with Client Centric Strategies

Preserving the old ways from being abused.
Protecting the new ways, for me and for you.
What more can we do?
- The Kinks, Village Green Preservation Society

Lawyers in Chicago can look forward to Spring for change and renewal – and the Client Centric Strategies conference on 4/15 at the Chicago Bar Association! The headlines in the legal news consistently speak of the changing legal marketplace, whether meeting the needs of the modest means client or learning to solve problems for clients with the help of automation, artificial intelligence, and expert systems. Have you heard about the need for change, but haven’t done it yet because you are waiting for guidance, help, or to see who goes first? Well, there are lawyers who have taken the opportunities to expand their client base and embrace change by leveraging alternative fees, proactive legal services, unconventional law firm business entities, document automation and more to provide quality services and help close the justice gap. On April 15 at the Chicago Bar Association we have invited some of these lawyers – from Chicago and beyond – to talk about what they have done and what they have learned. Then we will invite you to discuss ideas and concerns to help move the conversation from thought to finish, focusing on building resources and tool kits to provide lawyers the guidance they need to move forward. You will leave with practical and ready to use resources to help you get out in front of the changes happening around the profession in a way that is good for both you and your clients.

Sessions will have breakout discussions and include:

  • Lessons from the Client Perspective: Transforming the Delivery of Legal Services
  • Redefining the Role of the Lawyer through Preventive Lawyering, Legal Health Checks and Group/Prepaid Legal Plans
  • Compensation Models
  • Emerging Delivery Models
  • and more!

Trevor Clarke, The Chicago Bar Foundation
Margaret Duval, Domestic Violence Legal Clinic
Eleanor “Nora” Endzel, Endzel Law, LLC
Bob Glaves, The Chicago Bar Foundation
Karin Galldin, Canadian Bar Association
Will Hornsby, American Bar Association
Fred Headon, Canadian Bar Association; Air Canada
Conor Malloy, SMNP Law, LLP
Catherine Sanders Reach, The Chicago Bar Association
Nicolle L. Schippers, ARAG North America, Inc.
Sara Smith, American Bar Association
Bert “Tiger” Whitehead, Access Legal Care, PLLC

Learn more and register now at the Chicago Bar Association website

Looking for some immediate guidance?  See the Chicago Bar Foundation’s Pricing Toolkit:

And some food for thought:

Let’s go beyond the discussion and move to action, learning from leaders who have started forging the path to change.


Tech Tip: Create A Table Of Contents From PDF Bookmarks

Bookmarks in a PDF are very helpful for readers to navigate to different sections of a document. They also lets the document creator highlight areas for readers to “jump” to without having to page through the document. Whether you are using Adobe Acrobat or Nuance Power Converter Pro, the process to create bookmarks is nearly identical. You can add bookmarks manually  by selecting text in the document and press keys <ctrl+b> to add that text as a bookmark, or you can also have either program recognize Microsoft Word’s Styles and automatically add headers and subheaders as bookmarks. Microsoft Word Styles can also be used to generate a table of contents in the originating Word document and in the PDF version of the original document. However, there are many times where the source documents have no table of contents or several documents are combined into a single PDF.  Lawyers may want to also generate a hyperlinked and printable table of contents, and Nuance’s PowerPDF Advanced will easily create a hyperlinked table of contents from the PDF bookmarks you create.

Once you have created your bookmarks in Nuance PowerPDF Advanced, with the bookmarks view opened  click on the wrench icon in the Bookmarks tools menu.  Toward the bottom of the options that appear click to  create a “Table of Contents”. Use the settings to choose how it looks and how many levels deep to display. Once those decisions have been made click “ok” and then decided where you want the Table of Contents to be (first page, after the cover page, etc.). Voila a hyperlinked, automatically generated paginated table of contents will be inserted into your document.  Once you have created the TOC you have options to update it, or export it as a separate document in PDF.

Click to expand

Create Table of Contents from Bookmarks


CBA Future of the Law Week is Coming 2/17-2/20

The Chicago Bar Association Young Lawyers Section and Law Practice & Technology and The Chicago Bar Foundation are excited to invite you to attend the Future of the Law Week events. Every day we will present a new cutting edge topic on how to practice like Steve Austin (better…stronger…faster). We’ll also have a Future Fair where you can meet organizations and companies that are helping lawyers respond to client’s needs while investing in their own. Plus a reception to kick it off and lunch for the finale!

Week at a Glance:

To get all the details see our Chicago Bar Association Future of the Law Week Guide. Hope to see you there!

June Technology Training

learn lead keysFree How To… Sessions (Non-CLE)

CBA How To… sessions are crafted to provide you with an overview of a particular product, service or solution to a common law practice management question. These classes are delivered live, and via webcast online.

Tuesday, June 3rd, 2014 

How To…Master Time Management With Technology 
Time: 1:45 PM – 2:45 PM
Read Description & Register: In-Person   CBA Webcast  

Tuesday, June 10th, 2014 

How To…Go To Cloud 9 With Clio 
Time: 1:45 PM – 2:45 PM
Read Description & Register: In-Person   CBA Webcast  

Tuesday, June 17th, 2014 

How To…Use LastPass To Protect Yourself and Your Data
Time: 1:45 PM – 2:45 PM
Read Description & Register: In-Person   CBA Webcast  

Tuesday, June 24th, 2014 

How To…Self Examine Your Online Marketing
Time: 10:00 AM – 1:00 PM
Read Description & Register:   In-Person   CBA Webcast

Tuesday, June 24th, 2014 

How To…Navigate SEO
Time: 1:45 PM – 2:45 PM
Read Description & Register:   In-Person   CBA Webcast


Hands On Training (Non-CLE) $25.00 for CBA Members 

CBA Hands On Training classes are small group learning sessions open to all skill levels.Chelsey Lambert or Catherine Sanders Reach will lead you through a one hour course designed to equip you with the skills you need to accomplish or improve daily tasks.

Click on the follow dates/times for a full description and registration information.

Creating a Monthly Email NewsletterJune 5, 2014 from 3:00-4:00 p.m. | June 19, 2014 from 4:00-5:00 p.m.

Optimizing Your LinkedIn ProfileMay 28, 2014 from 4:00-5:00 p.m. | June 4, 2014 from 4:00-5:00 p.m.

Microsoft Word BasicsJune 25, 2014/3:00-4:00 p.m.

Microsoft Word IntermediateJune 25, 2014/4:00-5:00 p.m.

Intermediate  Adobe Acrobat for LawyersMay 22, 2014 from 11:00 a.m. – 12:00 p.m.

Google Search Like a ProMay 29, 2014 from 3:00-4:00 p.m.

Creating a Facebook Page for Your Law FirmJune 4, 2014 from 3:00-4:00 p.m. | June 11, 2014 from 3:00-4:00 p.m.

Google+ for BusinessJune 11, 2014 from 4:00-5:00 p.m.

MS Outlook Essentials – BasicsJune 12, 2014 from 11:00 a.m. – 12:00 p.m.

Using Mircrosoft OneNote for Project ManagementJune 18, 2014 from 3:00-4:00 p.m.

Evernote for OrganizationJune 18, 2014 from 4:00-5:00 p.m.

Can’t make it to class?

Take advantage of the CBA’s free How To… video library. Every how To… session is recorded and available one to two weeks after the session’s original air date.