Small ideas on legal practice, research and technology

Emails and Client Expectations

Tsunami, blizzard, avalanche, flood, plague. There are many ways to describe the volume of emails that hit your Inbox every day. One aspect of the problem that is created by the flood is managing the clients’ expectations. Intellectually they might appreciate that you have more than one client and are busy but, intuitively, they expect a reply to their emails almost immediately. Here is one way to provide that reply and yet maintain the right to manage your own priorities in a meaningful way.

You know how to create a Signature in your email app – and it does not …

Posted in: Practice

Always Cross Check Note Up Results

Today’s tip is to double check the way you are noting up decisions. Taking a few extra minutes to cross check your results will really strengthen your research!

When we’re noting up a decision, typically we want to know if a) the decision has been appealed (i.e. history), and b) if subsequent decisions have discussed it (i.e. citing references). The most effective way to do this is to enter the decision citation into the note up field on Westlaw or LexisNexis Quicklaw. There are two nuances to this process that I want to highlight to ensure you always get the …

Posted in: Research & Writing

How to Ask for Referrals – Part II

Last week, in ‘How to Ask for Referrals – Part I,’ we heard from lawyers and accountants. This week, we will hear from consultants.

FROM THE CONSULTANTS:

Mark Federman, Ph.D
Federman – Reengagement Realized

Asking for a referral is, by definition, all about me. It’s something I want to benefit my business. A more effective ask would be to turn this around, and offer a benefit to the potential referrer first. Using your great probing and listening skills, determine what interests the other person. What problems do they have for which you might be able to offer a …

Posted in: Practice

However

Commonly misused.

First, as a conjunction, which it isn’t:

The Outside Directors and Officers Liability policy held by the firm on your behalf is set to expire on July 30, 2015, however your assistance is required in advance.

Don’t do this. It’s a bad run-on sentence, and just replacing the second comma with a semi-colon doesn’t fix it.

Segue to second misuse: at the beginning of a sentence (or after a semi-colon):

 However, Gross Negligence or Wilful Misconduct does not include…

Perhaps not incorrect, but inelegant. Doesn’t that initial however somehow have a Valley Girl’s rising intonation to it? Not …

Posted in: Research & Writing

How to Ask for Referrals – Part 1

 

Today’s tip is simple and focused. How should lawyers ask for referrals?

I asked lawyers, accountants and consultants to share how they go about it. They shared their tips generously and, as you will see, everyone has a slightly different approach.

In Part 1, we will hear from lawyers and accountants.

This is what they told us.

FROM THE LAWYERS:

Mitchell Rose, Stancer, Gossin, Rose:

Getting to know your colleagues, both online and off, can not only lead to genuine friendships – but it can also help set the stage for referrals.

Even with lawyers that are in the …

Posted in: Practice

Use Deep Links

Deep links are links that take you directly to content within a website or database, rather than to the website’s home page. The advantage of deep links is that they allow you to send users directly to content of interest, rather than having to navigate through the menu system. An example of a deep link is http://www.lexisnexis.com/ca/legal/api/version1/toc?csi=386929 which takes you to a volume of Halsbury’s Laws of Canada on Quicklaw.

It is helpful to use deep links in the library catalogue as well as in online research guides. They can also be included in research reports (so that the end …

Posted in: Research & Writing

Is That an Assistant in Your Pocket?

 

I started this article a while back after reviewing a NY Times article entitled: “Siri, Alexa and Other Virtual Assistants Put to the Test” (http://ow.ly/XABKz) as it highlighted the issue I have with technologies employing the words “virtual assistant” to describe their product or gadget.  More recently, a legal tech company called “Riverview” started tweeting out about the “virtual assistants” built into their product which brought this topic back to the surface for me.

First, to clarify, according to dictionary.com, the term “assistant” is defined as:

–noun

  1. a person who assists or gives aid and support; helper.
Posted in: Practice

Waffle

This was my grade-10 English teacher’s expression for useless verbiage. Other ways to say it: throat-clearing, filler, circumlocution, BS.

Examples (and what to say instead):

a number of   some, many
as a means of   to
as prescribed by   in, under
as to whether    if, whether
at the present time   now
by means of   by, with
concerning   about, on [and don’t misuse ‘concerning’ for ‘of concern’, ‘disturbing’, ‘troubling’]
due to the fact that   since, because
during the time that   during, while
for a/the period of   for
have an adverse effect

Posted in: Research & Writing

How Secure Is the Information You Send in E-Mail?

Many I speak with have a misperception that sending an e-mail is as secure as sending a letter through the US Mail. Simply put, such is not the case. The US Mail has a secure process in place which includes controlled physical access to your sealed letters and envelopes by approved and monitored equipment and personnel.

In comparison, each e-mail message you send travels through an unknown number of servers, switches, routers and electronic equipment ~ bouncing along what I call the digital superhighway on its way to the intended recipient’s ISP for download to their e-mail application. There is …

Posted in: Practice

Common CanLII Questions Answered!

I recently sat down with CanLII’s Manager of Content and Partnerships, Sarah Sutherland, to learn what’s new and to ask some common CanLII questions I get from my own users — chief among them being “Are there any decisions I should know about that aren’t on CanLII?”

There’s no one single tip here today, but in the spirit of SlawTips, this is a short read that we hope will be informative and help you work smarter!

Bronwyn Guiton (@BronwynMaye)

Q (Bronwyn Guiton): What sorts of decisions would readers be surprised to learn aren’t actually available on …

Posted in: Research & Writing