Small ideas on legal practice, research and technology

Financial Headwinds to Avoid in 2018

2017 has already come and gone and while it may have seemed like a volatile year from a political perspective, it was actually a very stable rise in the investment markets. In fact the VIX, a measure of volatility in the markets, was one of the lowest on record we have seen in this decade. Often when we have had such periods of market stability, investors underestimate market risk. Here are some financial headwinds to avoid in 2018:

  1. Borrowing costs will likely rise in 2018.
    The economy’s improving, and chances are interest rates will go up. Are you ready?
  2. Consider
Posted in: Practice

CanLII Connects – Start Taking Your Research to the Next Level

Are you using CanLII Connects for your legal research?  CanLII Connects is a phenomenal website that features high-quality legal commentary and summaries of Canadian court decisions.  It’s a continually growing source of authoritative legal commentary that is free, accessible, and open to anyone.  Currently, the site boasts summaries of thousands of Canadian decisions dating back to the 1800s.

CanLII Connects is more than just a website.  It’s a community resource.  It brings together members of the legal community and provides a space to share their analysis and opinions of court decisions.  The commentary found on CanLII Connects is created by …

Posted in: Research & Writing

Please Tell Me You Don’t Write Letters Like This

This is an excerpt from an actual letter received from a writer whose identity shall remain shrouded with a justly deserved veil of anonymity:

“We acknowledge your recent correspondence and attachment of the 29th instant with thanks, same being forwarded herewith to our client for reference and review, with the writer confirming our telephone conversation of the 19th, and your undertaking not to take steps to the detriment of our client without ample prior notice to the contrary being first given to the writer, [client] presently being in the process of retaining litigation counsel to deal herewith, with service being

Posted in: Research & Writing

Canada Post Personal Vault

Do you need safe online storage for confidential information such as passwords, birth certificate, bank accounts, medical records, passports, tax returns, wills, insurance and other legal documents that you might need to access anytime, anywhere, or to share with your family members?

Canada Post has a Personal Vault service that provides bank-grade security and keeps your information on servers physically located in Canada. The Personal Vault is not meant to be cloud storage for your massive photo and movie collection but rather a secure place for your important personal, financial, medical information and your most valuable photos and videos. For …

Posted in: Technology

Silence Quells the Fire

It was an intimidating scenario for a young lawyer. Representing the sole plaintiff in a multi-millionaire dollar lawsuit, I attended my client’s discovery anticipating a bombardment of questions from four defendants’ lawyers, some with more experience lawyering than I had years of life. Deep into a long day, one of the lawyers asked a question I refused. “On what grounds?”, the lawyer asked angrily. “Irrelevant”, I said. Then the other three lawyers chimed in indignantly, “It’s clearly relevant!”, “You’re out of your depth!”, and, to each other, for my benefit, “He’s a young lawyer.”

I was shook, but I had …

Posted in: Practice

Tracing the History of the Income Tax Act

Tracing the legislative history of an act can be challenging, and even more so if the act you are looking at is the Income Tax Act. Here are some things to keep in mind when tracing the legislative history of the Income Tax Act:

  • The Income Tax Act, R.S.C. 1985, c. 1 (5th Supp.) maintains the section numbering from the previous version, rather than being renumbered.
  • The Income Tax Act, R.S.C. 1970, c. I-5, although published in the revision, never came into force due to the major changes proposed by the bill that later became S.C.
Posted in: Research & Writing

CanLII’s Boolean Operators

CanLII’s Boolean search commands are displayed in a pop-up box when the cursor is placed over the question mark icon to the right of the search interface:

This is crucial as every online database has its own unique set of Boolean search commands. For example, CanLII’s Boolean search commands differ significantly from those in the Saskatchewan Cases Database. It is always helpful to review a database’s Boolean search commands prior to searching.

Boolean search commands help us search more effectively and efficiently. They can easily broaden or narrow a search by combining different concepts together. Six important Boolean search commands …

Posted in: Technology

Miscellaneous Little Things That Annoy Me, Part 3

Me and others, in fact: these are largely submissions by loyal readers.

Alright
No, you are thinking of almost. It’s all right – two words, always.

Anyways
A word that used to be used to mean ‘in any way, in any respect, at all’. Witness the Book of Common Prayer (1560): ‘ all those who are anyways afflicted, or distressed, in mind, body, or estate’ (btw, English prose doesn’t get much better than the BCP).

More recently, anyways has come to mean ‘in any case, at all events, anyhow’ – but in usage that is variously described as ‘informal, …

Posted in: Research & Writing

A New Way to Look at Law Firm Marketing Plans

You’ve been hemming and hawing about whether or not it would be worthwhile to develop a marketing plan for your firm. Meanwhile, there’s been no change to the status quo, even though you’re not actually satisfied that you’re meeting your practice goals.

Well, here’s a new way to look at the problem.

Simplistically, there are five key aspects to a legal marketing plan:

  1. Target market – Who do you want to reach?
  2. Messaging – What is your unique and valued difference?
  3. Vehicles – Where will you distribute that message?
  4. Action plan – Who will do what, by when and for
Posted in: Practice