Solo Out of the Gate

Designed for both the new attorney looking to hang a shingle and established practitioners thinking of leaving a firm to start a solo practice, Solo Out of the Gate, a 6 CLE credit hour program (1 ethics hour) on October 17th from Cumberland School of Law, will cover everything you need to know to get up and running.

Come learn office startup essentials including how to select the right entity to protect your personal assets and minimize taxes, what technology you must have and what you can do without, everything you need to know about e-filing, how to meet your insurance needs within your budget, how to effectively incorporate social media into your marketing mix, and how to avoid the ethics pitfalls that many new solos fall prey to.

The seminar will be held at the Hyatt Regency/Wynfrey Hotel in Birmingham, and will begin at 8 am and end at 4 pm, with lunch on your own. Early registration with self-printed materials is only $279. Same day registration with materials on a flash drive is $299. Materials only are also available. Register now.

Casemaker Extended and Premium Services Added

If Casemaker looks a little different today, it’s because Casemaker’s premium services are now available to all ASB members without charge.  As a part of our contract extension, you will now have access to a suite of tools that makes research faster and easier in addition to Casemaker’s broad and comprehensive libraries, which cover all 50 states and also provide Federal materials – all as a benefit of bar membership. The premium services include CaseCheck+, CiteCheck and CasemakerDigest.

  • CaseCheck+ works like Shephard’s® and KeyCite® to notify you instantly of negative treatment, identifying whether your case is still good law. CaseCheck+ returns both positive and negative treatments instantly as you research and links to negative treatments so you can quickly review the citation history. It works seamlessly inside the new Casemaker and doesn’t require any extra steps to use.
  • CiteCheck analyzes every citation in your brief (or your opponent’s) and provides you with a report of good law, negative treatments and potential citation format errors. In just moments, you have this critical information.
  • CasemakerDigest allows you to receive daily summaries of the latest state and federal appellate decisions (within 12-24 hours of publication) classified by practice area. Choose one area, a few or all, and get exactly the information you need when you need it.

If you’re not already enjoying Casemaker, you can obtain access to the basic library and the new premium features by logging in through the bar’s website at and selecting the Casemaker link from your MyDashboard page. For help logging in to the website contact the Practice Management Assistance Program at (334) 517-2242. For help with your legal research contact Casemaker Support at 877-659-0801.

No Worries! Casemaker Is Still There!

Many of you have noticed by now that we launched the new Alabama State Bar website on Monday morning.  We’ve gotten a lot of calls and some good feedback, but  a few people have had trouble finding Casemaker.  So here’s what you need to know to get logged in and start doing research.

There is now only one link to Casemaker, and it’s on your MyDashboard page.  This is the page with your customized information that you will see first each time you log in.  The first time you visit the new Alabar, you’ll need to reset your password.  Here are the steps:

  • Go to the green rectangle in the top right-hand corner of the home page and click on Member Login.
  • Enter the username you’ve always used and then click “Can’t log in?”.
  • On the Lost Password page enter the email address you have registered with the bar and click Retrieve Password.
  • Check your email inbox.  If you don’t have a message with a link allowing you to reset the password check your Junk Mail folder and spam filter.
  • Follow the link in the email message to reset your password.  You can  use the same password as always, but it’s a better practice to set a new one and change it often.

Once you’ve reset your password you should be able to log in as usual.  When you do you’ll be taken to your MyDashboard page, and Casemaker will be the first link in the left hand column of options.


If you’re still having trouble logging in or finding the link to Casemaker, please call us and we’ll walk you through the process.  You’ll be back researching in no time.

Is it Time for Office 365?

As more and more firms decide it’s time to upgrade their current version of Microsoft Office, they’re confronted with the decision of whether or not to move to Office 365. Thankfully, Microsoft Office 365 for Lawyers: A Practical Guide to Options and Implementation by Ben Schorr has come along just in time to help with the decision-making process. This book answers, in plain English, all of the common questions you will be asking as you start to consider whether you should purchase another software upgrade for Office alone or enter the world of additional products and services that Office 365 has to offer .

Topics covered include how the Office 365 subscription system works, which version of Office 365 is right for you, how to integrate SharePoint into your practice, and how to troubleshoot common Office 365 issues as they arise. There is also information on using Exchange Server with Office 365 on a budget.

Technology upgrades are never easy, but you can take a lot of the pain out of the process by checking out this quick, easy read. To receive books from the PMAP Checkout Library call (334) 517-2242 or email  Or purchase it at a discount through the ASB website.

Make Amazon’s Customers Your Customers (or Clients?)

That’s the come-on for the latest offering from Amazon.

Some people claim that Jeff Bezos, Amazon’s insatiably driven CEO, is determined to conquer every market segment of the economy, one by one, and to do it by undercutting the existing price structure in that segment. While that’s probably a little overblown, Amazon does seem to offer almost any product you can think of these days at lower-than-market-leader-prices, so I wasn’t really surprised to hear that Amazon recently announced Amazon Payments, their move into the electronic payment processing market, and that they undercut many of their competitors’ prices in the process.

The part of the offering that will be of potential interest to lawyers is Amazon Local Register, a service that allows the processing of Visa, MasterCard, American Express and Discover credit and debit cards via smartphone or tablet, with a current, set flat rate of 1.75% per swipe. They also boast of no monthly fees, no long term contract, no fee for chargebacks, no fee for refunds and no fee for international cards, and will guarantee the swipe rate through December 31 of next year if you sign up by October 31st. The rate is set to move to 2.5% beginning January 1, 2016, which is still below that currently charged by Square or by Intuit for QuickBooks users. The secure card reader needed for Amazon Register is $10, which they say they’ll credit against your first $10 in processing fees.

The bar offers a member benefit for credit/debit card merchant services through LawPay, which we believe is the best bet for lawyers because of features such as the ability to maintain one merchant account while directing charges to either your operating or trust account, as appropriate, and the assurance that neither chargebacks or fees will be processed against your trust account. But I can’t help but wonder whether Amazon’s move into this market will result in downward pressure on the rates all merchant account providers charge over the long run. And that would be good for everyone, lawyers included.

Back to Basics

As a new bar year begins the theme of “back to basics” seems to be coming up over and over. ASB President Rich Raleigh has adopted it as his guiding principle for the upcoming year, and it offers a lot of room for thought and improvement in both the way lawyers practice and in the administration of justice. So I wasn’t entirely surprised when the July/August issue of GPSolo magazine hit my desk this morning touting this same idea. As always, it’s chock full of feature articles and regular columns that go right to the heart of the issues that solos and small firms deal with every day, such as:

There’s even a great article entitled Why Are You Practicing Law in the First Place? on how the authors have incorporated their passions into their practices, and many more. Check it out online today. There are bound to be several good nuggets of wisdom you can put to use in your practice right away!

Do You Provide First Class Legal Services?

If you’d like to learn to make yourself invaluable to current and future clients, the latest addition to the PMAP Checkout Library can point the way. Although seemingly aimed at a small segment of the legal field, Succeeding as Outside Counsel: A Lawyer’s Guide to Providing First Class Legal Services from the Client’s Perspective is extremely useful reading for any lawyer who wants to learn to understand his or her clients’ needs, better manage client expectations, improve client communications and create a business development plan to attract new clients by better addressing client needs.

Written by Rod Boddie, who has over 15 years of experience as in-house counsel for several large companies and currently develops training programs to help outside counsel understand what their clients need and expect and how to deliver it, the book sets out what clients are really looking for (beyond handling a particular legal matter) and provides concise and entertaining illustrations of how lawyers often fail to understand, much less, deliver. You’ll learn how to add value beyond your initial engagement, provide actionable work product, best go about informing and educating your clients and develop client-centric billing practices.

If you’d like to check out this or any other books in the Practice Management Assistance Program Checkout Library, call (334) 517-2242 or email


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