CLE and Webinar Courses

Legal Technology and Law Practice Management education has become one of my greatest passions over my time working with small law firms. While serving as a Practice Management Advisor for the Chicago Bar Association, I was fortunate enough to teach as often as six times per week. Everything from a hands on How to use Microsoft Word class, to complex DIY – Build Your Own Website Workshop and a myriad of courses in between. I happily travel to Bar Associations and private organizations across the country. Many of my presentations can be found on SlideShare.

Program Menu

The following programs can delivered as stand alone sessions, in person or online. Multiple sessions are often combined into workshops, or half day themed programs, such as; marketing bootcamps, technology training courses, or small law firm practice management summits. For larger programs, or when CLE requirements apply other speakers are recruited to participate.

Marketing, Lead Generation & Sales

  • How to Use Technology to Prevent Malpractice and Generate Revenue
  • Lead Conversion: Turning Contacts into Clients
  • Alternative Marketing Avenues
  • Creating a Monthly Email Newsletter
  • 3 Tools Small Firms Need to Survive and Thrive
  • Email Marketing for Small Law Firms
  • Telling Your Story: Law Firm Website Design
  • How to Write for the Web: A Guide to Social Media and Blogging for Lawyers
  • Triple Threat: Leveraging LinkedIn, Google, and Facebook to Generate Business

Technology General Courses:

  • Security in the Cloud Age: Protecting Yourself and Your Clients
  • Safeguarding Confidential Client Information
  • Cloud Real Estate: Choosing a Safe Home for Your Data – Dropbox and Other File-Sharing Tools, Explained
  • Practicing From Your Palm: 30 Time-Saving Apps for Legal Professionals
  • How to Evaluate and Purchase Practice Management Software
  • Productivity Apps for Your Phone

Technology Training Courses:

  • Wizardry in Microsoft Word, Level 1
  • MS Word Power Tools
  • MS Word: Save time with Styles
  • MS Word: Working with Tables
  • MS Excel 101
  • MS PowerPoint 101
  • Take Control: Everyday Email Management
  • Archiving Basics: Go Paperless (or Get Close) in the New Year
  • A Lawyer’s Guide to Buying Technology Hardware

Law Practice Management & Soft Skills Training:

  • Using and Managing Virtual Assistants
  • Recruitment, Hiring, Training, and Retention: Build an A Team To Last
  • The X Factor Firm: Hiring for Law Practice Success
  • Unlocking Your Law Firm Culture Code
  • Secret Shopping and Your Law Firm
  • The Art of Saying No
  • Basics of Everyday Time Management

Money Management

  • Bill More, Get Paid
  • 1099s, Credit Card Processing, IOLTA, and You
  • Stale Money: Beating the Collections Odds

My goal is to give session attendees a valuable educational experience, complete with handouts, a copy of the presentation, and an open invitation to contact me with questions long after the session is over.

If you’re interested in a CLE or online course please fill out the form or reach out to me directly at