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Cancelled - Diversity and Inclusion Committee Meeting (CDI161024)

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LegalTech/Law Practice Management Conference CLE (ESF160929)
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When: Thursday, September 29, 2016
8:30 a.m. - 3:30 p.m.
Where: CBA Law Center
30 Bank Street
New Britain, Connecticut  06050
United States
Contact: Member Service Center

Online registration is closed.
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  • How can you get your clients to pay faster?
  • WiFi at the coffee shop: Is your information secure?
  • Are you meeting your ethical obligation to keep up with technology?

Presented by the Small Firm Practice Management Section and the Connecticut Bar Institute

Seminar Code: ESF160929

CLE Credits: 6.0 Hours (Including 1.0 Hours Ethics ) 

About the Program:
This full-day program will provide you with solutions to meet the challenges of law firm management, productivity, and business development. Experienced practitioners and legal tech experts will present interactive seminars on what you need to know about the latest technology. Networking and Q&A opportunities are built in as well.

You Will Learn:

  • About new platforms to help manage your practice
  • New ways to automate common legal tasks
  • Cyber security responsibilities
  • About the top tech tools for lawyers
  • How to effectively use Casemaker
  • Best practices for rate setting, retainer agreements, and collection
  • How to use collaborative tools
  • Ethics: social media and advertising
  • Your obligation to keep current with legal technology

Who Should Attend:
Solo and small firm attorneys, or those considering this type of practice.

Program Faculty:

  Fred Cohen  Hamden Attorney Shore

Heidi S. Alexander

Massachusetts Law Office

Management Assistance Program

Boston, MA

Robert Ambrogi

Law Office of Robert J. Ambrogi

Rockport, MA

Fred Cohen

Zola Media

Port Washington, NY

Shari-Lynn C. Cuomo Shore

Wolf and Shore LLC


  Emily A. Gianquinto
 Jordan Jefferson

Jim Corbett


Garlinck Dumont

Dumont Law LLC

West Hartford

Emily A. Gianquinto



Jordan Jefferson

Yale Law School Library

New Haven

     Attorney Kristen Wolf

Samuel V. Schoonmaker IV

The Schoonmaker Legal Group LLC


Suzanne Sutton

Cohen and Wolf PC


Tyisha S. Toms

Law Office of Tyisha S. Toms LLC


Kristen Wolf

Wolf and Shore LLC



Elizabeth C. Yen

Hudson Cook LLP

New Haven

Program Agenda:
8:30 a.m. 
Registration and Breakfast
9:00 a.m. Plenary

        30 Cool Tools for Lawyers: The Latest and Greatest in LegalTech
Learn about 30 of the newest and coolest programs, devices, and apps for the law office. Products will cover the          
         gamut of essentials tools for lawyers, including practice management, legal research, billing, dictation, scanning,
         security, document creation, and document management.
         Robert Ambrogi, Law Office of Robert J. Ambrogi, Rockport, MA

10:00 a.m. Break
10:15 a.m. Plenary

Fees, Billing and Collection Tools and Strategies
Learn best practices for rate setting, retainer agreements, and collection.

Shari-Lynn C. Cuomo Shore, Wolf and Shore LLC, Hamden
Kristen Wolf, Wolf and Shore LLC, Hamden

11:15 a.m.
11:30 a.m.
Concurrent Session 1

 A.Casemaker: Beyond the Basics
     Learn how to effectively use Casemaker, the Connecticut Bar Association's comprehensive, online legal research
tool available exclusively to members.
     Jim Corbett
, Casemaker


 B. Practical Encryption Tips and Tools
The obligation to protect clients’ confidential information presents new challenges in the digital age. Expanding     
     your technological know-how will help take the fear out of digital practice and help you maintain competency (now
     required by Rule 1.1). While there is still no requirement to encrypt all client communications, it nonetheless
     remains the best way to protect sensitive client data. This session will demonstrate how to encrypt sensitive client
     data using simple and practical tips and tools.
     Heidi S. Alexander,
Massachusetts Law Office Management Assistance Program, Boston, MA

12:30 p.m.
1:15 p.m.
Concurrent Session 2
            A. Law Office Technology for the 21st Century - Don't Get Left Behind
This program will provide an overview of how legal practice management solutions can improve the
efficiency of your law office operations and the effectiveness of your services.
                Fred Cohen,
ZOLA Media, Port Washington, NY

            B. Collaborative Tools                
Collaborative tools allow attorneys to engage with clients more frequently, practice virtually, and                
                streamline tasks. These tools include video conferencing, web meetings, document review and file sharing,          
                and project management.
                Elizabeth C. Yen,
Hudson Cook LLP, New Haven
                Jordan Jefferson,
Yale Law School Library, New Haven

2:15 p.m.
2:30 p.m.

Voices of Experience 
This program will address the obligation as an attorney to keep current with legal technology and cyber security responsibilities. Ethics in social media and advertising will also be discussed.
Suzanne Sutton,
Cohen and Wolf PC, Orange
Heidi Alexander,
Massachusetts Law Office Management Assistance Program, Boston, MA
Garlinck Dumont
, Dumont Law LLC, West Hartford
Emily A. Gianquinto, EAG Law LLC, Glastonbury
Samuel V. Schoonmaker IV, Schoonmaker Legal Group LLC, Stamford
Tyisha S. Toms,
Law Office of Tyisha S. Toms LLC, Bridgeport

3:30 p.m.
Program Concludes

Event Cost: (Includes a light breakfast, snacks, lunch and parking in the garage at 35 Bank Street).
                      Small Firm Practice Management Section Member: $99 Join now to take advantage of this offer!
                      CBA Member: $125
                      Non-member: $175
                      Law/Paralegal Student Member: $79

Materials for this seminar will be e-mailed to registrants prior to the seminar for download. No paper copies will be prepared. Please note that refunds will not be granted once course materials have been received.

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for transitional and non-transitional credits. Financial hardship information available upon request.