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Your law practice may be losing money every day while you're in court.
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Stay connected for tips that could improve your office processes and save staff time and you money.

Have you added RON to your staff's resources

10/17/2020

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Remote Online Notarizations (RON) is becoming a part of tech tools.
Remote Online Notarization allows individuals, banks, law firms and other businesses to connect with a notary over the internet. Authorized state commissioned online notaries can now notarize electronic documents for signers located anywhere in the world over a secure audio-video connection.
 
During this time of uncertainty, many people are opting to stay home. The demand for E-notary services have risen, catching law firms (and other businesses) unprepared. 
 
“E-notary” is a term often used to describe an electronic or remote notary. E-notaries are commissioned separately from regular notaries and require extra security measures and stricter record keeping. While someone can be both an electronic and remote notary, they are not the same thing.  Electronic notarization is similar to a traditional notarization with all parties present in the same physical room but with the documents executed via electronic signature. Remote Online Notarization, also called RON, takes place over the internet with parties using webcams.  This is now completely legal in some states.  (See below).
 
When most people think of E-notary they think of RON. This process is simple and can keep you or your client from having to leave their home or office. This is an email driven process. There are several ways to accomplish this process. The notary will send out an email with instructions on how to proceed, including a special identity authentication called KBA (knowledge bases authentication) which can be completed very quickly. At the time of the online appointment, after identities are verified and signatures have been placed, the notary will add their seal. Once this happens, the recording stops and all parties immediately receive an email with their new notarized document.
 
If your client happens to be out of state at the time of the appointment, no worries, there are no restrictions on the signer’s location. A signer literally can be anywhere in the world and still get their document notarized remotely. 

Currently, there are 27 states that have enacted some form of remote online notarization (RON) law: Alaska, Arizona, Colorado, Florida, Hawaii, Idaho, Indiana, Iowa, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, North Dakota, Ohio, Oklahoma, South Dakota*, Tennessee, Texas, Utah, Vermont, Virginia, Washington and Wisconsin.

Have you added remote online notarizations to your staffs list of authorized tech tools? See Tech Tools - ATT presentation I offer an additional convenience allowing your staff to schedule appointments for your clients directly with me. 


Remote online notary appointments are for anyone that need important documents notarized.

Schedule an appointment

                                                             #thekeytoMoore #managingPeopleProcessesProjects
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Pass me the ball!

5/25/2020

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Hiring the right employee is a challenging process; Hiring the right employee, that simply need training and guidance on the other hand, pays you back in employee productivity, a successful employment relationship, and a positive impact on your bottom line.

The right employee enhances your work culture and pays you back a thousand times over in high employee morale, positive forward-thinking planning, and accomplishing challenging goals. It also ensures that you are making the most of the time and energy that your other employees invest in a relationship with the new employee.

Hiring the wrong employee is expensive, costly to your work environment, and time-consuming.

Success is a process. It starts by taking into account your processes and procedures. Are there processes and procedures that can be streamlined?  Could you use part time or full time support? Is it worth hiring additional in-office staff or are there repetitive tasks that could be outsourced; Saving additional money in employee overhead?  

You have a small but mighty team, who are all at their max with responsibility; delegating hiring an additional team member to your current staff, could cost you in important deadlines getting missed, and tasks going undone. Not getting additional support to aide in the process of hiring, onboarding and/or managing a new team member could also be costly.    Part of supporting your staff, also means understanding when additional players are needed for the team.  Take a look at other ways staff support is important to your firms bottom line.

Remember, an accepted offer, is really just the beginning of the hiring process. A key part of onboarding new team members is training.   Do you have adequate standard operating procedures written? Having a good training process in place is crucial for the success of a new team member – it’s also a great opportunity to, encourage good work habits and ensure alignment on processes, long-term goals and quality control from the beginning.

Systematic Excellence Podcast is a good resource of how to get it right.  Here they talk about the hiring process and how to avoid common mistakes they see over and over.

Listen now! https://lnkd.in/e6AaYQX    You don’t want to miss it!


​Moore Business Services: Managing the people managing the data.

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Is your staff equipped to adequately arrange for professional interpreters when needed?

3/15/2020

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Interpreter Services:

The use of professional interpreters (in person, video remote interpreting or via telephone) is becoming increasingly more common.
More than 25 million Americans speak English “less than very well,” according to the U.S. Census Bureau. Professional interpreters are superior to the usual practice of using ad hoc interpreters (i.e., family, friends, or untrained staff). Untrained interpreters are more likely to make errors, violate confidentiality, and increase the risk of poor outcomes. Children should never be used as interpreters except in emergencies. In addition to acting as a conduit for the discussion, the interpreter may serve as a cultural liaison. When a professional interpreter is not available, phone interpretation services are great alternatives. 

Multilingual staff members  can interpret, based on their comfort levels, and should be encouraged to receive additional training in interpretation technique; fluency alone does not make them effective interpreters.

The use of untrained interpreters is the proverbial “broad path of least resistance,” resulting in many pitfalls. Ad hoc interpreters—usually friends or family—have multiple limitations. Do you know how effectively his or her message is being interpreted, which makes it easy to lose control of the conversation . Nonprofessional interpreters have not received training and may not be aware of the need for confidentiality. The use of nonprofessional interpreters increases the risk of nonequivalent interpretations, leading to possible misunderstandings.It is much easier to ask questions in another language than to understand the response. Overconfidence in one's language abilities can lead to serious errors and substandard outcomes.

When making arrangements with a professional interpreter, it is important for your staff to confidently relay why there is a need for the interpretation, who they will be interpreting for, the approximate amount of time needed and a quick explanation of your offices’ practices and procedures.  Also, it is of utmost importance to relay to the interpreter that their services are limited to language interpretation, and not offering their personal opinions. 

Is your staff equipped to adequately arrange for professional interpreters when needed   

We can help develop an effective checklist for your interpreter needs.

#thekeytoMoore #managingPeopleProcessesProjects


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'I would like to introduce...'

1/9/2020

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When your legal staff is assisting in preparing you for court, it's important that they know and understand the rules of the court.   It's not always helpful to pre-mark exhibits, and most times not allowed. If done inadvertently, it can cause additional work and steps for the courtroom clerk.   We (courtroom clerks) understand they are trying to be helpful and even think it is saving time.  The exact opposite could be true based on the sequence of events during the proceedings. And it is the courtroom clerk's responsibility for the custody, storage and transfer of all court exhibits during trial/hearing. This ensures that the exhibits are marked in proper sequence as the case proceeds and will not leave gaps in numbering in case counsel decides not to offer certain exhibits after they’ve been marked, and makes it easier for the clerk to keep track of the exhibits.  "Happy Clerk, happy Court!"

It is very important to note, if your court offers e-filing, do not transmit your exhibits electronically prior to trial. Exhibits should be physically presented to the courtroom clerk in court to have exhibit labels affixed for proper identification and to be accurately recorded on the Exhibit List by the clerk

All exhibits (received, withdrawn, denied) will be marked by the clerk with the important identifying information.  

HELP us stay safe; If any exhibits are deemed to contain biological (DNA) material, it is the responsibility of counsel to clearly identify and designate the exhibits as containing biological (DNA) material.  There are usually gloves and other items available in the courtroom for handling such exhibits.  Please give the clerks fair warning so that they can be prepared to safely handle such exhibits. In addition, the retention period for exhibits containing biological (DNA) material is much longer, so it is important for counsel to properly identify these exhibits so they are retained for the appropriate period of time. 

Counsel may elect to review the Exhibit List upon conclusion of trial to insure proper designation of exhibits. To help simplify the return of exhibits, it is very helpful if the parties/counsel can stipulate to the return of exhibits. Use of a  stipulation eliminates the need to send letters to counsel/parties offering back the exhibits. Remember, "Happy Clerk, happy Court."

Common Guidelines for court exhibits:
"Received” exhibits are maintained by the clerk and made part of the record.
“Withdrawn” exhibits may be returned to the proffering party.
“Denied” exhibits are to be maintained by the clerk for purposes of appeal.


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Who's on first?

12/14/2019

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Are you the attorney of record? Keeping the Court informed of changes in representation is extremely important.  Are you filing substitutions of attorney or withdrawing from the case consistently?
That rings so true for client representation too often in the courtroom.  Keeping the court informed of who the current attorney of record is so important. 
The clerks of the court provide and mail notices, court minutes and other documents based on the information obtained from the court file (or record).  
Often times, court minutes are generated electronically.  What is in the system is most times what is generated on the minutes, and should accurately reflect the attorney of record, including who was actually in court for the hearing.  If/when you are appearing in court on behalf of another attorney or if you are making a special appearance, don’t forget to “state that for the record”.

​These protocols are often forgotten if not prompted by the Court or the clerk.  


  • State that you are withdrawing as counsel, then file the appropriate form based on your jurisdiction.
  • Give  the reasons  for withdrawal.
  • Unless the client  has already retained a new attorney,, recommend that he/she do so as soon as possible. 
  • Arrange to return the client's file.
  • Provide a final status report.
 Doing or not doing these things could be costing your firm money. 
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HOW ARE YOU SUPPORTING YOUR STAFF?

12/3/2019

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​When your staff feel they're being supported, they’ll work better and more efficiently, care more about their jobs, and want to do their best because the organization treats them well.
👏🏾👏🏾There are as many reasons to support the people that work with you as there are reasons to care about them. When your staff  feel they're being supported, they’ll work better and more efficiently, care more about their jobs, and want to do their best.  

Other reasons to provide support include:


  • To keep quality staff members, and by doing so, maintain and improve the quality of the service you provide
  • To maintain a high level of morale within your group
  • To prevent burnout 
  • To show appreciation
  • To keep lines of communication open
  • To make your organization appealing 
​RIGHT ON TARGET
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I was listening to some employees of Target the other day on TV and thought, now they're are doing something right. They are invested in their team members (employees), concentrating on training and development and improving processes.  These are some key things to attracting and retaining key talent. ​ Employing key talent, helps with providing great customer service.  Their team members collectively spent millions of hours training for their new roles.
​You can read more at: https://corporate.target.com/article/2019/12/stores-2019
​​Several years ago, we saw huge potential in stores and put them at the center of our strategy, which required a shift in how we operated. To do that, we began a massive, multi-year effort to redefine what it means to work at Target, says John Mulligan, Chief Operations Officer, Target.
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10 tips from a courtroom clerks perspective and how you may be able to save money.

11/18/2019

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  1. Court runners are a good use of time and money.
  2. Be on time for court.
  3. Take time for your clients prior to the day before your court hearing.
  4. Comply with the filing requirements.
  5. Utilize the website for information.
  6. It's helpful to be an active member of the state bar.
  7. Take part in your County's "Coffee with the Court" or similar program.
  8. Know what resources are available for your clients.
  9. Answer questions of your client and avoid sending them to the clerk's office for information they should obtain from you.
  10. Advise your clients on proper courtroom attire when appropriate.​
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Bonus tip:  Some courts will allow staff assistance, as long as they are providing legal information and not legal advice. Properly train your staff, even if they are certified or have degrees knowing the process can only benefit your law office.
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    10 Tips From A Courtroom Clerks Perspective:
    Attorney Of Record
    Interpreter Services
    Pass Me The Ball!
    Remote Online Notary
    Why Should You Give Support To Your Staff?

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