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LAW OFFICE MANAGEMENT HANDBOOK:
HOW TO CATCH AND KEEP CLIENTS
Morning Session
Ethically Using Social Media to Market Your Law Practice
Terrie Wheeler, MBC
Professional Services Marketing, LLC
Alvin E. Mathews, JD
James E. Arnold & Associates, LPA
Afternoon Session
Producing Ethical and Effective Client Communications
Andrew Clark, JD
Manley Deas Kochalski
Lori Brown, JD
Lori J. Brown, LLC
Terrie S. Wheeler, MBC
Professional Services Marketing LLC
Substance Abuse, Chemical Dependency and
Mental Health Concerns in the Legal Profession
Scott R. Mote, JD
Ohio Lawyers' Assistance Program
Ohio Bar Liability Insurance Company
2013
May 2013
Dear Ohio Attorney:
OBLIC has published this Law Office Management Handbook as a
malpractice avoidance tool. We hope the use of these materials will help Ohio
attorneys avoid potential legal malpractice problems and serve as a tool for building
and maintaining strong, professional law practices.
The content has been carefully researched and checked. However, the
handbook should not be relied upon as a substitute for full examination of the law and
your own professional judgment. You may need to revise the procedures to meet your
specific practice needs. This information is for loss prevention purposes only and
should not be relied upon as legal advice in place of your own independent professional
and business judgment.
OBLIC thanks all the contributors to this handbook for their hard work and
dedicated efforts to help Ohio attorneys avoid legal malpractice. We hope you will
find this publication helpful in your practice and use it often.
Sincerely,
OHIO BAR LIABILITY INSURANCE COMPANY
________________________________________________________________________________________________________
For Overnight Mail:
800.227.4111
Page 1 of 1
1650 Lake Shore Drive, Suite 100
Fax: 614.488.7936
Columbus, OH 43204-4894
OHIO BAR LIABILITY
INSURANCE COMPANY
1650 Lake Shore Drive – Suite 100
PO Box 2708
Columbus, Ohio 43216-2708
Phone:
Phone:
Fax:
E-mail:
1-800-227-4111
614-488-7924
614-488-7936
[email protected]
DISCLAIMER
This handbook includes loss prevention techniques designed to minimize the likelihood of
incurring a claim for legal malpractice. The material presented does not establish, report, or
create the standard of care for attorneys. The material is not a complete analysis of the topic
and should not be construed as providing legal advice. Readers should conduct their own
appropriate legal research.
HOW TO CATCH AND KEEP CLIENTS
TABLE OF CONTENTS
Morning Session
I.
Ethically Using Social Media to Market Your
Law Practice
Terrie Wheeler, MBC
Professional Services Marketing, LLC
Alvin E. Mathews, JD
James E. Arnold & Associates, LPA
Afternoon Session
II. Producing Ethical and Effective Client
Communications
Andrew Clark, JD
Manley Deas Kochalski
Lori Brown, JD
Lori J. Brown, LLC
Terrie S. Wheeler, MBC
Professional Services Marketing LLC
III. Substance Abuse, Chemical Dependency and
Mental Health Concerns in the Legal Profession
Scott R. Mote
Executive Director, Ohio Lawyers' Assistance Program
HOW TO CATCH AND KEEP CLIENTS
Morning Session
Ethically Using Social Media
to Market Your Law Practice
Terrie Wheeler, MBC
Professional Services Marketing, LLC
Alvin E. Mathews, JD
James E. Arnold & Associates, LPA
4/30/2013
How to Catch and Keep Clients:
Ethically Using Social Media
to Market Your Law Practice
Ohio State Bar Association
Annual Convention in Cleveland, Ohio
May 9, 2013
Presented by
Terrie Wheeler, MBC, President, Professional Services Marketing, LLC
Alvin E. Mathews, James E. Arnold & Associates, LPA
Thanks to our Sponsors
 Ohio State Bar Association
 Ohio Bar Liability Insurance Company
 Solo Small Firms and General Practice
Section
 Young Lawyers Section
1
4/30/2013
Session and Speaker Introductions
 Session Introduction
 Gretchen Mote,, Ohio Bar Liabilityy
Insurance Company (OBLIC)
 Speaker Introductions
 Alvin Mathews, James E. Arnold &
Associates, LPA
 Terrie S
S. Wheeler
Wheeler, MBC
MBC, Professional
Services Marketing, LLC
Alvin E. Mathews Jr.
Attorney
Phone: 614-460-1619
Email: [email protected]
Former Assistant Disciplinary Counsel, Supreme Court of Ohio
For 16 years, has represents lawyers on matters involving professional
responsibility and legal malpractice
Member of the American Bar Association Center for Professional
Responsibility
80% of client work performed in the area of ethics and professional
responsibility
Has taught over 200 CLE presentations on ethics and professional
responsibility
2
4/30/2013
Terrie Wheeler, MBC, President
Marketing Coach and Consultant
Phone: 320-358-1000
Email: [email protected]
• In-house law firm marketing director for 12 years
• 17 years owning PSM, a marketing consulting firm for lawyers and
law firms
• Board Member, Lawyers Professional Responsibility Board
• Faculty for two MN law schools presenting ethical marketing
strategies
• Creator of www.MarketYourLawPractice.com
• Masters Degree in Business from St. Thomas (MBC)
Agenda
•
Current Social Media Trends and Statistics
•
a ye Advertising
d e t s g Cases
Lawyer
•
Social Media Best Practices for Lawyers
•
How Lawyers Get into Trouble with Advertising
•
Tips for Compliance
•
Using LinkedIn to Market Your Practice
•
Other Considerations
3
4/30/2013
Current Social Media
Trends and Statistics
Need for New Marketing Approaches
4
4/30/2013
Buying Trends Today Start Online
•
89% of US internet users search
online before theyy make a
purchase, even when the
purchase is made at a local
business.
•
Are your prospects and clients
able to find you when they have
a need?
Source – State of Inbound Marketing 2012
Why Use Social Media?
• Over 80% of all Americans belong to at least one social network
• In January 2013, LinkedIn reported having over 200 million users; 74 million
of which reside in the United States
• Between 50% and 70% of lawyers over 40 use LinkedIn regularly
• 84% of lawyers under 40 use LinkedIn regularly
• 75% of users never scroll past the first page of search results on Google or
other search engines
• Firms
Fi
that
h bl
blog h
have 9
97%
% more iinbound
b
d lilinks
k
• 49% of LinkedIn users have a household income over $100,000
Source – SEI “Why lawyers Need to Use LinkedIn” February 28th, 2013
5
4/30/2013
Buying Trends
• Create and Maintain High Visibility:
87% of Buyers turn first to friends or
colleagues for recommendations on a
lawyer. The second most popular
response is to search online. This
clearly demonstrates the need for a
good reputation and high visibility.
Source: “How
S
“H
Buyers
B
Buy
B
A
Accounting
ti
and
d Fi
Financial
i l Services”
S i
”
by Hinge Marketing
Lawyer Advertising
Cases
6
4/30/2013
Lawyer Advertising Is Permissible
Bates v. State Bar of Arizona, 433 U.S. 350 (1977)
Is the case in which the Court upheld the
g of lawyers
y
to advertise their
right
services. In holding that lawyer
advertising was commercial speech
entitled to protection under the First
Amendment (incorporated against the
States through the Fourteenth
Amendment),
) the C
Court upset the
tradition against advertising by lawyers.
Shapero v. Kentucky Bar Association
486 U.S. 466 (1988)
The Court held that a state may not place
a “ban on all direct-mail solicitations,
whatever the time frame and whoever the
recipient.”
7
4/30/2013
Ohralik v. Ohio State Bar Association
436 U.S. 447 (1978)
A state may prohibit lawyers from soliciting
prospective clients in person.
Florida Bar v. Went For It, Inc.
515 U.S. 618 (1995)
The Court upheld a rule of the Florida
Bar that prohibited personal injury
lawyers from sending targeted direct-mail
solicitations to victims and their relatives
for 30 days following an accident or
disaster.
8
4/30/2013
Social Media Best
Practices for Lawyers
What is Social Media?
•
•
•
•
•
•
•
Short communications via LinkedIn, Twitter, or Facebook
Online conversations through blogging
“Liking”
Liking and sharing content
Bookmarking
Photo and video sharing
Social “listening”
Inbound marketing:
- The concept of earning the attention of prospects
- Making yourself easy to be found
- Drawing clients to your website by producing content clients
value (Content Marketing)
- Blogs, podcasts, video, eBooks, e-newsletters, whitepapers &
SEO
9
4/30/2013
What is Content Marketing?
Pull
Push
Push marketing requires a lot of
reach and can be considered to be
‘interruptive’.
Cold-Calling
Calling
• Cold
• Direct Mailing/Newsletters
Pull marketing encourages your
prospects to seek you out
because you offer something of
value
value.
• Social Marketing/Media
• Blogging/Websites
Social Media Unraveled
FaceBook: Primarily for personal use;
company profile for law firm a good
move
LinkedIn: FaceBook for
professionals; EVERY lawyer should
have a LinkedIn profile
Twitter: A “Micro blog” with no more than 140 characters where you
can follow and be followed. See article on Twitter for Lawyers
YouTube: Consider adding a video blog to your website and
creating a YouTube Channel Take a look at:
•PSM YouTube Channel
•Milton Family Law YouTube Channel
Source: ABA Law Practice Management Article on Social Media Networking
10
4/30/2013
Social Media - Keep It Simple
Compliance Tips: FaceBook
•Do not use your personal FaceBook page for substantive
discussions on cases or links to interesting articles. Establish a
company FaceBook Profile and encourage visitors, clients and
referrals sources to “like” your page
•Use the FaceBook “Smart Lists” feature to assign friends to
categories (work, school, family) to separate personal and
professional contacts
•Stick to business
Source: ABA Opinion Offers Guidance on Judges and Social Media
11
4/30/2013
Facebook
• Use it wisely - don’t embarrass yourself or
your firm!
• Increasingly searchable and public
• Know and use your privacy settings!
• Highly social and entertaining
• Have a firm social media policy
• Get
G t and
d stay
t educated
d
t d
• Great source for recruiting talent
How Lawyers Get Into
Trouble with
Ad
Advertising
ti i
12
4/30/2013
Misleading Ads
A lawyer shall not make or use false,
misleading or non
misleading,
non-verifiable
verifiable
communications about their services.
Rule 7.1. This includes: Omitting a
fact necessary to make the statement
considered as a whole not materially
misleading.
How Not to Advertise
13
4/30/2013
Solicitation of Business
Direct communication with
potential
t ti l clients
li t mustt nott
amount to improper client
solicitation. (Is there a close
personal, prior professional
relationship? Is he or she a
lawyer?)
Tips for Compliance
14
4/30/2013
Don’t Be Misleading
Social Media is Lawyer Advertising
Don’t Be Misleading
Do not use client testimonials or
case results
lt th
thatt are nonverifiable
15
4/30/2013
Don’t Use Case Results without Disclaimer
Don’t Improperly Solicit
Business
General Announcements:
•Personnel
•Location
Do not constitute communications soliciting
professional employment.
16
4/30/2013
Don’t Improperly Solicit Business
P hibit d Contact:
C t t
Prohibited
• In-person?
• Real-time?
• Telephone?
Don’t Improperly Solicit Business
Is it smart to post photographs of car accidents
online? Can insurance companies use this against
you?
4:09 PM Feb 2nd from TweetDeck
17
4/30/2013
Don’t Improperly Solicit Business
“If you are interested in suing the other driver, I’d
be glad to help out.”
Don’t Improperly Solicit Business
Under Rule 7.3,
response to
requests from clients
or prospective
clients are OK.
18
4/30/2013
Using LinkedIn
Step One – Join LinkedIn!
Source - http://www.dummies.com/how-to/content/how-to-set-up-a-profile-on-linkedin.html
19
4/30/2013
How LinkedIn Works
1st
Connection
(Neighbor)
You
1st
Connection
(Referral
Source)
2nd
Connection
(Prospect)
1st
Connection
( ll
(College
Friend)
Step Two – Professional Picture
20
4/30/2013
Step 3: Create your
•
Create a profile that
reflects YOU
•
Take the time to make it
complete – not just
name, rank and serial
number
•
List current and past
positions and education
•
Add a profile photo!
•
Create a wellwell-written
summary
Profile
RECOMMENDATION:
http://lewishowes.com/linkedin-marketing-videos/
Step Four – Add Connections
21
4/30/2013
Step Five – Update and Engage!
•
Update your status on a
regular basis (goal - twice a
week)
•
Find articles of interest to your
network and share (along with
a comment)
•
Engage with others online –
especially your referral
sources
Step Six – Search LinkedIn
22
4/30/2013
Step Seven – Ask for Introductions
Step Eight – LinkedIn Groups
23
4/30/2013
Example of Participation Level
Examples
p
of Participation:
p
•
•
•
•
•
•
4 hours ago
2 days ago
6 days ago
15 days ago
19 days ago
26 days ago
LinkedIn Next Steps
1. Join LinkedIn and Complete the Overview Information
2. Complete Education and Employment History
• Be as accurate and complete as possible
3. Add a Profile Summary and Picture
• Share a short introduction to who you, what you do, and who you help.
4. Add Your Industry, Company Website Info, Hobbies and Specialties
• Strong key words are better for Search Engine Optimization (SEO)
5. Claim Your Personal Public Profile URL
• You can use your company name or your own name:
http://www.linkedin.com/in/bwarrene)
6. Add and Upload Your Contacts
• Search for People You May Know on LinkedIn
• Search for business colleagues, partners, friends and other connections
7. Engage and Archive!
• Add value and be proactive (share quality content, comment on posts,
recommend connections, etc.)
• Archive to keep a record of all social media activity.
24
4/30/2013
For Extra Credit – Use HootSuite
Other Considerations
25
4/30/2013
Don’t Create Unintended Clients
Supplying general
information:
Be Cautions about
Inadvertently Creating
an Attorney Client
p
Relationship
Don’t Create Unintended Clients
Be careful not to
post client
information on
public networking
site areas.
26
4/30/2013
Don’t Create Unintended Clients
“A lawyer shall not reveal information relating to the representation of
a client…unless the client gives informed consent, the disclosure is
impliedly authorized….” Rule 1.6.
Don’t Create Unintended Clients
A lawyer’s
acceptance/continuation
g g
of an engagement
creates a conflict if:
• Direct adversity
• Substantial risk of
material limitation
• Waived by meeting competent
diligent representation and
informed consent, confirmed in
writing (unless nonnon-consentable
consentable))
27
4/30/2013
Don’t Share Client/Company Secrets
Don’t Improperly Investigate
Opponents
The use of these social networking sites by litigators
can be effective in obtaining information against
opponents and adverse witnesses.
Philadelphia Bar Association
Professional Guidance Committee,
O i i 2009-02
Opinion
2009 02 (2009).
(2009)
28
4/30/2013
Don’t Improperly Investigate
Opponents
A lawyer’s use of an employee or agent to
contact an adverse witness through a “friend
friend
request” on Facebook and using the
information found in the profile in litigation is
deceptive.
Avoid Mishaps
Too Much Information:
• Character & fitness
• Lawyer misconduct
• Judicial misconduct
• Appearance of impropriety
• Problems in trials
• Client mishaps
29
4/30/2013
Questions?
30
HOW TO CATCH AND KEEP CLIENTS
Afternoon Session
Producing Ethical and Effective
Client Communications
Andrew Clark, JD
Manley Deas Kochalski
Lori Brown, JD
Lori J. Brown, LLC
Terrie Wheeler, MBC
Professional Services Marketing, LLC
4/30/2013
How to Catch and Keep Clients:
Producing Ethical and Effective Client
Communications
Presentation to:
Thursday, May 9, 2013
y
Presented by:
Andrew Clark
Manley Deas Kochalski
614-220-5611
Lori Brown
Lori J. Brown, LLC
614-484-0081
Terrie S. Wheeler, MBC
Professional Services Marketing LLC
320-358-1000
[email protected]
[email protected]
[email protected]
Thanks to our Sponsors




Ohio State Bar Association
Ohio Bar Liability Insurance Company
Solo Small Firms and General Practice
Section
Young Lawyers Section
1
4/30/2013
Session and Speaker Introductions

Session Introduction
 Gretchen Mote
Mote, Ohio Bar Liability Insurance Company
(OBLIC)

Speaker Introductions
 Andrew C. Clark, Manley Deas Kochalski
 Terrie S. Wheeler, MBC, Professional Services
Marketing, LLC
 Lori J. Brown, Lori J. Brown LLC
Ethics Rules are your Friend

Overview of the Ohio Rules of
Professional Conduct we will Discuss





Rule 1.7 and Rule 1.8: Conflicts of Interest
Rule 1.2: Scope of Representation
Rule 1.5: Fees and Expenses
Rule
R l 1.15:
1 15 Safekeeping
S f k i Funds
F d and
d Property
P
t
Rule 1.16: Declining or Terminating
Representation
2
4/30/2013
Conflicts of Interest

Rules 1.7 through 1.13 and Rule 1.18 address clientlawyer
y conflicts of interest

In many instances a lawyer may undertake or continue
representation in spite of a conflict of interest so long
as the affected person gives informed consent, confirmed
in writing.
Conflict Waivers
“Informed
consent” is defined in Rule 1.0(f)
Informed consent
“Informed consent” denotes the agreement by a
person to a proposed course of conduct after the
lawyer has communicated adequate information
and explanation about the material risks of and
reasonably available alternatives to the proposed
course off conduct.
d
3
4/30/2013
Conflict Waivers
“Confirmed in writing” is defined in Rule 1.0(b).
“Confirmed
writing,” when used in reference to the
Confirmed in writing,
informed consent of a person, denotes informed
consent that is given in writing by the person or a
writing that a lawyer promptly transmits to the person
confirming an oral informed consent. … If it is not
feasible to obtain or transmit the writing at the time the
person gives informed consent, then the lawyer must
obtain or transmit it within a reasonable time
thereafter.
thereafter
Conflict Waivers

Under circumstances provided in the rules, client
consent, confirmed in writing is permitted in these
conflict rules:
◦ Rule 1.7(b): Current clients
◦ Rule 1.8(a): Business transactions with
clients [writing must be signed by client]
◦ Rule 1.8(g): Aggregate settlements [writing must be signed by
client]
◦ Rule 11.9:
9:
Former clients
4
4/30/2013
Conflict Waivers

Under circumstances provided in the rules, client
consent, confirmed in writing is permitted in these
conflict rules (Cont’d):
(Cont d):
◦ Rule 1.11: Former and current government
employees
◦ Rule 1.12: Former judges, arbitrators, etc.
◦ Rule 1.13: Organizations as clients
◦ Rule 1.18:
1 18: Prospective clients
Conflict Checking

Prior to First
Meeting

Minimum
Necessary
Information

Updated Checks
May Be Required
5
4/30/2013
Conflict Checks and Conflicts of
Interest

Potential client information sheet

Appointment confirmation/Conflict
notification

Client
Intake Form (OfficeKeeper)
C
(Off
)

File setup
Initial Meeting and Interview

Supplemental Client Information

Client Goals

Legal Issues

Marketing ROI
6
4/30/2013
Review of Rule 1.2
Scope of Representation
 Lawyer must abide by client’s decisions concerning
the objectives of the representation
 Consult with client on means to achieve those
objectives
 Lawyer should be punctual, avoid offensive tactics, and
treat all persons involved in the legal process with
courtesy and consideration
 Lawyer shall not present, participate in presenting or
threaten to present criminal charges or professional
misconduct allegations solely to obtain an advantage
in a civil matter.
Client Expectations

Engagement/Non-Engagement Letters and
Fee Agreement

Invoices/Monthly Update Letters

Event Notice/Recap Letters

Mail/Fax Log
7
4/30/2013
Happy Clients

Calibrate Expectations
 Their Role
 Your Role
 Outcomes

Quantify Results

Next Step(s)
Review of Rule 1.5
Fees and Expenses
 Rule 1.5(c)(1) requires that all contingent fee agreements
be reduced to a writing signed by the client and the lawyer.
 Rule 1.5(c)(2) requires the preparation of a closing
statement, to be signed by the lawyer and the client, in
matters involving contingent fees
 Rule 1.5(d) – contingent fees may not be charged in
certain types of representation
 Rule 1.5(d) prohibits “nonrefundable” fees unless the client
is informed in writing that the client may be entitled to a
full or partial refund if the lawyer does not complete the
representation for any reason.
8
4/30/2013
Common Errors



Bank fees and check printing charges
debited from trust account without
offsetting funds
Failure to verify collection of deposits
into trust account
Failure to deposit funds prior to issuing
trust account checks
Misuse of Trust/IOLTA Accounts





Improper transactions processed through the trust
account
Using the trust account as an operating account
Using the trust account for family, associations and
non-client related transactions
Depositing earned fees into the trust account
Assuming bank’s decision to grant immediate credit
on deposited item is the equivalent of the funds
actually being collected
9
4/30/2013
Minding your Business

Bank Accounts
 IOLTA
 Business vs. Personal
 Lines of Credit

Credit Card Processingg

Bookkeeping (Not just for client money)
Money Management

Account Ledgers

Client Account
Balances

Expense
Reporting
R
ti

Detailing Invoicing
10
4/30/2013
Review of Rule 1.16
Declining or Terminating Representation

Withdrawal may be mandatory

L
ithd
d certain
t i circumstances
i
t
Lawyer
may withdraw
under

Permission from the court may be required

Lawyer must take steps to protect a client’s interests
including delivering “all papers and property to which
[]
the client is entitled[.]”

Promptly refund all unearned fees
Thank You Time

Disengagement

File Closing

Post
Representation
Survey

File Retention
11
4/30/2013
15 Minute Break 3:30 – 3:45 p.m.
Introduction
Using Communications to
Market Your Law Practice
12
4/30/2013
Building Blocks of your Marketing
Plan
The Four Pillars of Marketing SM
I.
Retain and Grow Relationships with Existing Clients
• Client Satisfaction
• Cross Marketing
• Client Service
• Referral Source Development
II. Attract New Clients and Develop New Business
• Networking
• Market Research
• Targeted Business Development
• Professional Associations
• Proposal Development
III. Increase Name Recognition and Awareness
• Advertising
• Trade Shows
• Branding and Identity Development
• Community Involvement
• Public
Relations
P bli and
d Media
M di R
l ti
• Social
S i l Networking
N t
ki
IV. Create Targeted and Effective Communications
• Strategic Communications
• Website Development
• Marketing Database Management
• Event Planning
• Online Marketing
13
4/30/2013
Understand your Client’s
Communication Style
Educate clients on the legal process
 Clarify client expectations
 Discuss methods of communication

 How much detail they want in their invoices?
 Do they want you to provide updates in the laws that
affect them?

Find out what frustrates them about dealing
with lawyers

Set a goal of exceeding client expectations
Keeping Your Clients Informed

Regularly contact your clients to update them on the status
of their matters

Provide the client with a probable timeline

Communicate with your clients in the method they prefer
(i.e. in writing, over the phone)

Make the clients feel like part of a team

Ask for feedback

Offer to conduct seminars and workshops for client
personnel at their location – at no cost to them
14
4/30/2013
Client Surveys
Client Survey
 End of Case Survey

Review Rule 7.3
Direct Contact with Prospective
Clients

person live
A lawyer shall not by in
in-person,
telephone, or real time electronic
contract solicit professional employment
….unless:
 Person is a lawyer
 Person is a family member, friend, professional
contact
15
4/30/2013
Networking Best Practices





Command trust and respect
Make a great first impression
Develop a benefits-focused introduction
Focus on the other person: Ask great questions
Let others know you have referred them
Networking Best Practices








Expand your horizons
Know what you want in a client
Always make time to meet with a
prospective referral source
Follow up and follow through
Make it easy for your contacts to refer you
Focus on quality, not quantity
Show them you’re thinking of them
Say “Thank You
16
4/30/2013
A Discussion on Advertising



Subject to compliance with Rule 7.1
7 3 (direct
(communications) and 7.3
contact), Rule 7.2 allows lawyers to
advertise
Is advertising really going to attract
clients?
Consider involvement in social media and
public relations instead
How Not to Advertise
17
4/30/2013
Consider Public Relations
Using your Invoices as a Marketing
Tool
Communicate your
value to clients
through the invoices
you send
 Provide a detailed
summary of your time
 Prepare your invoices
from a client
client’ss
perspective
 Show your clients that
your actions help them
achieve the results
they hired you for

18
4/30/2013
Other Marketing Communications




Brochures
Attorney Profiles
Representative Experience
LawFacts Website
Brochures
19
4/30/2013
Attorney Profile
Representative
Experience:
An Example
20
4/30/2013
How’s Your Website?
Questions?
Andrew C. Clark
Manley Deas Kochalski
614-220-5611
[email protected]
Lori J. Brown
Terrie S. Wheeler, MBC
Lori J. Brown, LLC
Professional Services Marketing LLC
614-484-0081
320-358-1000
[email protected] [email protected]
21
4/30/2013
Terrie S. Wheeler, MBC

Legal industry marketing coach,
consultant and marketing director
for over 22 years

President of Professional Services
Marketing, Inc.

Creator of
www.MarketYourLawPractice.com
Terrie S. Wheeler, MBC
Strategic Marketing Coach

Board Member, MN Lawyers
Professional Responsibility Board;
Served on a District Ethic
Ethic’ss
Committee as an investigator and
on the screening committee
Email:
TWheeler@PSME il TWh
l @PSM
Marketing.com
Direct: 320-358-1000

Past Chair, Marketing and Client
Service Section, Minnesota State
Bar Association
Lori J. Brown

Assistant Disciplinary Counsel of
the Supreme Court of Ohio for
18 yyears,, 1994-2012
•
Judicial Law Clerk, Supreme
Court of Ohio and Sixth District
Court of Appeals
•
In-house counsel, Safelite Glass
Corp., Columbus
•
Lori J. Brown LLC – defending
grievances; advisory opinions; IOLTA
review; bar admissions; and, expert
witness testimony
Lori J. Brown
LORI J. BROWN LLC
Phone: 614-484-0081
Email:
[email protected]
22
4/30/2013
Andrew C. Clark

Practice experience in Solo,
Small, and Mid-size firm
settings
g

Vice Chair, Solo, Small Firm and
General Practice Section, Ohio
State Bar Association

Public Service Chair, Young
Lawyer Section, Ohio State Bar
Association

Editorial Board Member – ABA
GP|Solo Magazine
ANDREW C. CLARK
Attorney
Email: [email protected]
Phone: 614-754-2884
23
HOW TO CATCH AND KEEP CLIENTS
Afternoon Session
Substance Abuse, Chemical
Dependency and Mental Health
Concerns in the Legal Profession
Scott R. Mote, JD
Executive Director
Ohio Lawyers' Assistance Program
SUBSTANCE ABUSE, CHEMICAL DEPENDENCY
AND
MENTAL HEALTH CONCERNS
IN THE
LEGAL PROFESSION
OHIO LAWYERS ASSISTANCE PROGRAM, INC.
SCOTT R. MOTE, J.D.
Executive Director
PAUL A. CAIMI, J.D., LCDC-III, ICADC
Associate Director
PATRICK J. GARRY, J.D.
Associate Director
STEPHANIE S. KRZNARICH, MSW, LISW-S, LCDC-III
Clinical Director
MEGAN R. SNYDER, MSW, LISW
Clinical Associate
Funded By:
The Supreme Court of Ohio
Ohio State Bar Association
Ohio Bar Liability Company
SUBSTANCE ABUSE, CHEMICAL DEPENDENCY &
MENTAL HEALTH CONCERNS
IN THE LEGAL PROFESSION
Ohio’s integrated program:
The legal profession's response to substance abuse, chemical dependency and mental health
concerns in Ohio
I.
The Organization
The Ohio Lawyers Assistance Program, Inc. (OLAP)
II.
The Three Components
Education
Advice and Intervention Assistance
Treatment and After-Care Support
III.
Key Rules and Statutes
Gov. Rule I, Section 3(E)(2)--One hour of instruction to sit for bar examination
Gov. Rule X, Section 3(A)--CLE Requirements
Professional Cond. Rule 8.3(c)—Confidentiality
Judicial Cond. Rule 2.14—Disability & Impairment/Confidentiality
R.C. Section 2305.28--Qualified Immunity for Intervention Participant
Gov. Rule V, Section 9(B)--Monitoring
IV.
Funding and Other Support
The Supreme Court of Ohio
The Ohio State Bar Association
Ohio Bar Liability Insurance Company (OBLIC)
SCOTT R. MOTE, J.D.
Executive Director
Ohio Lawyers Assistance Program, Inc.
1650 Lakeshore Drive, Suite 375
Columbus, Ohio 43204-4991
800-348-4343
614-586-0621
614-586-0633 (Fax)
[email protected]
www.ohiolap.org
B.A. cum laude, Wright State University 1972; M.A., University of Dayton 1973; J.D.,
Capital University Law School 1977. Admitted to practice: Ohio, 1977; U.S. District Court,
S.D. Ohio, 1977; Florida, 1978; U.S. District Court, N.D. Ohio, 1978; United States
Supreme Court, 1987. Professional Memberships: Ohio State Bar Association (Council of
Delegates, District 7; Estate Planning, Trust & Probate Law Section); Columbus Bar
Association (Admissions (Chair 1994-96); Probate Committees); The Florida Bar (Out-ofState Practitioners Division); Ohio State Bar Foundation; Columbus Bar Foundation; Central
Ohio Association for Justice; Central Ohio Association of Criminal Defense Lawyers;
Commissioner, American Bar Association Commission on Lawyer Assistance Programs
(2010-present). Mr. Mote was presented the 2005 Award of Merit for service to the
profession by the Columbus Bar Association, and the 2006 Ohio Bar Medal by the Ohio
State Bar Association, its highest award, for service to the profession. In 2010 the Ohio
State Bar Association presented him the Eugene R. Weir Award for Ethics and
Professionalism . Hobbies/Avocations: Golf, hunting, fishing, trap, skeet & sporting clays
shooting, reading & observing the arts. Mr. Mote is Executive Director of the Ohio Lawyers
Assistance Program, Inc. (OLAP), which was formed by the Lawyers Assistance Committee
of the Ohio State Bar Association.
PAUL A. CAIMI, J.D.,LCDC-lll, ICADC
Associate Director
Ohio Lawyers Assistance Program, Inc.
46 Chagrin Plaza, Suite 106
Cleveland, Ohio 44022
800-618-8606
440-338-4463
440-338-1151 (Fax)
[email protected]
A.B., Psychology, Harvard College 1982; J.D., Boston University School of Law 1986. Admitted to
practice: Ohio, 1986; U.S. District Court, N.D. Ohio, 1987; U.S. Court of Appeals, 6th Cir., 1992;
United States Supreme Court, 1992. Certified Chemical Dependency Counselor (LCDC-III, Ohio ).
Professional Memberships: Ohio State Bar Association, Cleveland Bar Association (Lawyers
Assistance Committee). Mr. Caimi is Associate Director of the Ohio Lawyers Assistance Program,
Inc. (OLAP).
**************************************************************************
PATRICK J. GARRY, J.D.
Associate Director
Ohio Lawyers Assistance Program, Inc.
1019 Main Street, Suite 100
Cincinnati, Ohio 45202
513-623-9853
513-381-1255 (Fax)
[email protected]
B.A. History, Boston College, 1986; J.D., University of Cincinnati, 1991. Admitted to
practice in Ohio, 1991; U.S. District Court, S.D. Ohio, 1992. Professional Memberships:
Ohio State Bar Association; Cincinnati Bar Association. Mr. Garry is Associate Director of
the Oho Lawyers Assistance Program, Inc. (OLAP). He maintains a law practice
concentrating on criminal defense.
STEPHANIE S. KRZNARICH, MSW, LISW-S, LCDC-III, ICADC
Clinical Director
Ohio Lawyers Assistance Program, Inc.
1650 Lake Shore Drive, Suite 375
Columbus, Ohio 43204-4991
800-348-4343
614-586-0621
614-586-0633 (Fax)
[email protected]
B.S. Social Work, The Ohio State University, 1994; M.S. Social Work, The Ohio State University,
1997; Bethany Theological Seminary, Graduate Courses, 1994-1996. Licensed Independent Social
Worker-Supervisor (LISW-S), Ohio, 2001. Licensed Chemical Dependency Counselor (LCDC-III),
Ohio, 2008. Professional Experience: Research positions at The Ohio State University in both the
College of Social Work and the College of Psychiatric Nursing; Clinical Social Worker/Mental
Health Therapist at Harding Hospital and The Ohio State University Hospitals East (older adult
psychiatric units); Chemical Dependency Counselor, Talbot Hall, at The Ohio State University
Hospitals East and Parkside Behavioral Healthcare Center (detox, inpatient and outpatient levels of
care), Chemical Dependency Counselor and Driver Intervention Facilitator at The Wellness Center;
Clinical Counselor at multiple Nursing Homes in Columbus, Ohio and the surrounding area; Mental
Health Therapist/Drug and Alcohol Counselor at three Community Mental Health Centers in
Columbus, Ohio; Facilitator of Driver Intervention Programs for The Wellness Group, and private
practice.
**************************************************************************
MEGAN R. SNYDER, MSW, LISW
Clinical Associate
Ohio Lawyers Assistance Program, Inc.
1650 Lake Shore Drive, Suite 375
Columbus, Ohio 43204-4991
800-348-4343
614-586-0621
614-586-0633 (Fax)
[email protected]
B.A. Psychology, State University of New York at Albany, 1995; Master of Social Work,
New York University, 2000. Licensed Independent Social Worker, Ohio, 2008. Professional
Experience: Medical Social Worker at Beth Abraham Health Services, specialized in
psychosocial assessments and discharge planning, Bronx, New York; Social Worker and
Regional Social Work Mentor at VistaCare Hospice, developed and conducted companywide trainings surrounding issues of death and dying, Columbus, Ohio; Development
Associate at the Columbus Jewish Federation, assisted with the annual campaign, Columbus,
Ohio.