Practice Management – Page 2

Video Category

office management, client management, practice management, accounting, fraud prevention, security, cybersecurity, information management, confidentiality, privacy, law society requirements, legal services

The Importance of a Cybersecurity Policy - Episode 190

The Importance of a Cybersecurity Policy – Episode 190

Qualifies for 11 CPD minutes, all of which qualify for Ethics. A robust cybersecurity policy is a must for legal practitioners to prevent and recover from an attack. This episode examines some elements which a policy should incorporate.

Employee Cybersecurity Training - Episode 189

Employee Cybersecurity Training – Episode 189

Qualifies for 9 CPD minutes, all of which qualify for Ethics. Most cyberbreaches result from human error, suggesting that education is a key defense. This episode explores how to approach cybersecurity training for individuals and groups.

Deleting Information Online - Episode 188

Deleting Information Online – Episode 188

Qualifies for 8 CPD minutes, all of which qualify for Ethics. The Internet never forgets, which is a problem when confidential personal or client information is involved. This episode reviews tools and techniques to scrub private online data.

Crossing Borders with Electronic Devices - Episode 187

Crossing Borders with Electronic Devices – Episode 187

Qualifies for 8 CPD minutes, all of which qualify for Ethics. The confidential information that legal professionals have in their devices is not only subject to theft but also might be accessed by authorities such as customs officers. This episode looks at how to protect information when crossing international borders.

Managing Mistakes - Episode 186

Managing Mistakes – Episode 186

Qualifies for 8 CPD minutes, all of which qualify for Ethics. Legal professionals are held to a high standard of competence, but mistakes inevitably occur. This episode reviews how practitioners and offices can make plans and handle errors effectively.

Windows 10 End of Life - Episode 185

Windows 10 End of Life – Episode 185

Qualifies for 8 CPD minutes, all of which qualify for Ethics. Windows 10 is still the world's most popular desktop operating system, but support and updates will end in October 2025. This episode discusses why that is an issue for legal practitioners, and steps to take.

Generative Artificial Intelligence Part 2 - Effective Prompting - Episode 184

Generative Artificial Intelligence Part 2 – Effective Prompting – Episode 184

Qualifies for 8 CPD minutes, all of which qualify for Ethics. Although it is not difficult to start using generative artificial intelligence, it does require a different search strategy than search engines. This episode looks at steps to follow for better prompts.

Generative Artificial Intelligence Part 1 - Getting Started - Episode 183

Generative Artificial Intelligence Part 1 – Getting Started – Episode 183

Qualifies for 9 CPD minutes, all of which qualify for Ethics. Since generative artificial intelligence has captured the public's imagination, practitioners not already using it might think it is too late to start. Not so - there might even be some advantages for later adopters.

Process Management Part 3 - Tools - Episode 182

Process Management Part 3 – Tools – Episode 182

Qualifies for 7 CPD minutes, all of which qualify for Ethics. The last two Bite Size episodes examined the advantages of process management when delivering legal services. This conclusion to the series highlights some software and services to help adopt those routines.

Process Management Part 2 - Checklists - Episode 181

Process Management Part 2 – Checklists – Episode 181

Qualifies for 12 CPD minutes, all of which qualify for Ethics. Last week's episode examined how process management can help deliver high quality legal work. The second episode in the series looks at how processes can be easily managed through checklists.

Process Management Part 1 - Introduction - Episode 180

Process Management Part 1 – Introduction – Episode 180

Qualifies for 10 CPD minutes, all of which qualify for Ethics. Process management sounds complicated, but it can be as simple as a checklist. This episode looks at ways legal professionals can benefit by systemizing their tasks.

Staying in Your Lane - Episode 179

Staying in Your Lane – Episode 179

Qualifies for 8 CPD minutes, all of which qualify for Ethics. Many negligence and discipline cases arise because the practitioner went outside their areas of competency. Reviewing the Code of Professional Conduct's requirements can help overcome temptations to exceed one's capabilities.

Migrating Servers to the Cloud - Episode 176

Migrating Servers to the Cloud – Episode 176

Qualifies for 8 CPD minutes, all of which qualify for Ethics. It is beyond question that not only is the cloud permitted for legal providers, it might even be necessary in certain cases. This episode looks at transitioning physical servers to an online environment.

Can Passkeys Replace Passwords? - Episode 175

Can Passkeys Replace Passwords? – Episode 175

Qualifies for 10 CPD minutes, all of which qualify for Ethics. Computers and mobile devices have created security challenges, particularly with traditional passwords. Passkeys are emerging as a modern solution, and this episode discusses how they compare to traditional authentication methods.

Cyber Breaches Through Third Parties - Episode 174

Cyber Breaches Through Third Parties – Episode 174

Qualifies for 9 CPD minutes, all of which qualify for Ethics. Even perfect internal cybersecurity can fail if hackers gain entry through third party suppliers. Most offices rely on outside vendors, but here are some tips to expand protection.

Self Care Basics - Episode 173

Self Care Basics – Episode 173

Qualifies for 9 CPD minutes. Although some mental health conditions require clinical help, there are many things one can practice to improve the state of their mind. This conclusion to the Bite Size mental health series examines small but effective steps everyone can try.

Combating Stigma - Episode 165

Combating Stigma – Episode 165

Qualifies for 9 CPD minutes, all of which qualify for Ethics. The last episode in the series on mental wellness highlighted how stigma interferes with treating mental issues. This week continues that theme and focuses on how to avoid stigmatizing ourselves and others.

Training Beyond Articling - Episode 160

Training Beyond Articling – Episode 160

Qualifies for 9 CPD minutes, all of which qualify for Ethics. While articling is a necessary part of legal training, it is not enough by itself. High performance offices recognize the value of mentoring and sponsoring. This episode looks at the differences and why they are so important.

Client Intake Checklists - Episode 159

Client Intake Checklists – Episode 159

Qualifies for 8 CPD minutes, all of which qualify for Ethics. Acquiring a new client is exciting, but there are important steps that are necessary to prevent problems later. This episode of Bite Size Continuing Professional Development looks at some things to include in the client intake process.

Following the Online Wire Payment Rules - Episode 158

Following the Online Wire Payment Rules – Episode 158

Qualifies for 10 CPD minutes, all of which qualify for Ethics. Although online banking is the norm for personal finances, it still poses issues for businesses, especially law offices. In particular, lawyers must carefully follow the rules respecting online transfers from trust accounts. This episode looks at the requirements.

Two Things Artificial Intelligence Can Help With - Episode 157

Two Things Artificial Intelligence Can Help With – Episode 157

Qualifies for 7 CPD minutes, all of which qualify for Ethics. Artificial intelligence tools have created problems for some lawyers, but platforms like ChatGPT or Microsoft CoPilot still have a role when attacking normal legal tasks. This episode highlights some useful techniques for common problems.

The Security Risks of Internet of Things (IoT) Devices - Episode 156

The Security Risks of Internet of Things (IoT) Devices – Episode 156

Qualifies for 9 CPD minutes, all of which qualify for Ethics. Personal computer and mobile devices are not the only entryways hackers use to breach a network. This episode of Bite Size Continuing Professional Development highlights how ordinary devices like cameras or speakers can create security holes.

The New Virtual Client Verification Rules - Episode 155

The New Virtual Client Verification Rules – Episode 155

Qualifies for 9 CPD minutes, all of which qualify for Ethics. Client identification and verification requirements have been around for 15 years, but recent Rule changes make it more convenient to verify information when meeting remotely. In this episode of Bite Size CPD, Craig Zawada, K.C. reviews the new provisions and the preparation needed to ...

Communication Options - Episode 154

Communication Options – Episode 154

Qualifies for 9 CPD minutes, all of which qualify for Ethics. The practice management technology series winds up with a look at communication options for practitioners. While email is still the most common, many other platforms can help legal providers and clients stay in touch.

eDiscovery Tools - Episode 153

eDiscovery Tools – Episode 153

Qualifies for 8 CPD minutes, all of which qualify for Ethics. Given the drudgery and time involved in document disclosure, eDiscovery software tries to make this process more efficient and accurate. Watch this installment in the practice management technology series to learn some basic requirements and traps that accompany discovery automation.

Managing Documents - Episode 152

Managing Documents – Episode 152

Qualifies for 8 CPD minutes, all of which qualify for Ethics. The practice management technology series continues with a look at a core requirement in the law industry: document handling. Devoting time to how an office manages paper and digital documents can massively increase efficiency and quality, and this episode looks at a few of the options.

Time Management Software - Episode 151

Time Management Software – Episode 151

Qualifies for 8 CPD minutes, all of which qualify for Ethics. Dates drive most legal work, so time management is a must. This week's episode looks at software solutions for calendars and tasks.

Loss Prevention through Technology - Episode 150

Loss Prevention through Technology – Episode 150

Qualifies for 9 CPD minutes, all of which qualify for Ethics. Legal practitioners must protect themselves against claims and actions that could lead to losses. Technology can be an important part of this defence, so this episode in the practice management technology series looks at core elements of an effective loss prevention system.

All-in-One Practice Management Software - Episode 149

All-in-One Practice Management Software – Episode 149

Qualifies for 9 CPD minutes, all of which qualify for Ethics. Many law offices and practitioners rely on legal software packages that combine common legal functions, like accounting, case management and more. This episode of the practice management technology series looks at some of the software that works for Canadian needs.

Basic Law Software - Episode 148

Basic Law Software – Episode 148

Qualifies for 8 CPD minutes, all of which qualify for Ethics. After a few episodes in the series on practice management technology tools, the focus turns to specific legal software packages. The first step is answering core questions on needs and capabilities to ensure the product fits the requirements.

Basic Software Needs - Episode 147

Basic Software Needs – Episode 147

Qualifies for 11 CPD minutes, all of which qualify for Ethics. While dedicated legal software is important, legal practitioners often spend most of their time using general purpose programs. The latest episode in the practice management technology series reviews essential application needs.

Which Mobile Device? - Episode 146

Which Mobile Device? – Episode 146

Qualifies for 9 CPD minutes, all of which qualify for Ethics. Personal Computers are important, but phones and tablets are also a necessity for today's practitioners. This episode of the practice management technology series examines some things to consider when choosing a mobile device.

Other Equipment Needs - Episode 145

Other Equipment Needs – Episode 145

Qualifies for 8 CPD minutes, all of which qualify for Ethics. Technology needs for a legal practice include more than computers. This episode of practice management technology series looks at the supporting hardware most offices need.

Choosing an Operating System - Episode 144

Choosing an Operating System – Episode 144

Qualifies for 9 CPD minutes, all of which qualify for Ethics. It is not the most exciting thing in the world, but a personal computer operating system (OS) sets the limits on all other software an office can use. This episode of the practice management technology series looks at some things to watch for when picking an OS.

Picking Personal Computer Hardware - Episode 143

Picking Personal Computer Hardware – Episode 143

Qualifies for 8 CPD minutes, all of which qualify for Ethics. While mobile devices are more powerful than ever before, most law offices still rely on personal computers for core computing tasks. This episode in the continuing series on practice management technology reviews some features and specifications to consider when picking a computer.

Practice Management Technology Series - Episode 142

Practice Management Technology Series – Episode 142

Qualifies for 8 CPD minutes, all of which qualify for Ethics. The right technology is essential to deliver legal services efficiently, so this marks the beginning of a series on starting a new practice or upgrading existing tools.

Cybersecurity Series: A Real Life Law Firm Attack - Episode 141

Cybersecurity Series: A Real Life Law Firm Attack – Episode 141

Qualifies for 8 CPD minutes, all of which qualify for Ethics. The Cybersecurity for Lawyers series concludes with how a Saskatchewan law firm lost hundreds of thousands of dollars from a cyber breach. Cases like this provide more examples of how to shore up defenses.

Cybersecurity Series: Security Mindset - Episode 140

Cybersecurity Series: Security Mindset – Episode 140

Qualifies for 8 CPD minutes, all of which qualify for Ethics. Although there are tools and processes to follow to minimize cybersecurity issues, attitudes and knowledge may be more important. This episode of Bite Size CPD looks at the mindset lawyers and firms should employ to reduce attack risks.

Cybersecurity Series: Cybersecurity Best Practices - Episode 139

Cybersecurity Series: Cybersecurity Best Practices – Episode 139

Qualifies for 9 CPD minutes, all of which qualify for Ethics. With cyber breaches evolving and victimizing more targets than ever, the problem of security can seem overwhelming. The biggest risks, however, can be minimized with some easy steps.

Cybersecurity Series: Guarding Data Through Encryption - Episode 138

Cybersecurity Series: Guarding Data Through Encryption – Episode 138

Qualifies for 8 CPD minutes, all of which qualify for Ethics. Data is the target of many cyber attacks, so it makes sense to shield it. An important tool, encryption, sounds complex, but there are some easy ways to implement it into workflows.

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