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Overview
Strategies for Securing Your Spot in the Ever-Changing Legal Industry
Staying competitive in today's market is something you don't learn in law school. Join our experienced practitioners as they share a variety of strategies for developing a competitive advantage in the legal market. Improve your time management skills, explore the nuts and bolts of remote online notarization, and dig into the dos and don'ts of destroying records. Hone your skills - register today!
- Examine best practices for efficient billing.
- Learn new time management tactics for your everyday practice.
- Take a look at trending tools that can give you an edge.
- Demonstrate best practices for file retention and destruction.
This program was designed in conjunction with NBI's esteemed 2023-2024 Content Advisory Committee Member Steven Sorenson.
*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
Abbreviated Agenda
- Best Practices for Efficient Billing and Invoicing in 2024
- Time Management Tips: Defining Priorities, Delegating Tasks, Outsourcing Essentials, etc.
- Remote Online Notarization and Other Tools That Can Give You an Edge
- Eliminating Smoking Guns: Disposing of Legal Files and Records
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
3 Total | 03-20-2026 |
| Arizona CLE |
|
3 Total | 03-20-2026 |
| California CLE |
|
3 Total | 03-20-2026 |
| Connecticut CLE |
|
3 Total | 03-20-2026 |
| Delaware CLE |
|
3 Total | 03-20-2026 |
| Idaho CLE |
|
3 Total | 03-20-2026 |
| Louisiana CLE |
|
3 Total | |
| Maine CLE |
|
3 Total | 03-19-2026 |
| Minnesota CLE |
|
3 Total | 03-20-2026 |
| Missouri CLE |
|
3.6 Total | 03-20-2026 |
| Northern Mariana Islands CLE |
|
3 Total | 03-20-2026 |
| Montana CLE |
|
3 Total | 03-20-2027 |
| North Dakota CLE |
|
3 Total | 03-20-2027 |
| Nebraska CLE |
|
3 Total | 03-20-2026 |
| New Mexico CLE |
|
3 Total | 03-20-2026 |
| Nevada CLE |
|
3 Total | 03-20-2027 |
| New York CLE |
|
3.5 Total | 03-20-2027 |
| Oklahoma CLE |
|
3.5 Total | 03-20-2026 |
| Oregon CLE |
|
3 Total | 03-20-2027 |
| Pennsylvania CLE |
|
3 Total | 03-20-2026 |
| Rhode Island CLE |
|
3.5 Total | |
| South Carolina CLE |
|
3 Total | 12-31-2025 |
| Vermont CLE |
|
3 Total | 03-20-2026 |
| Washington CLE |
|
3 Total | 03-19-2029 |
| Wisconsin CLE |
|
3.5 Total | 12-31-2025 |
| West Virginia CLE |
|
3.6 Total | 03-20-2026 |
Select Jurisdiction
CLE
Agenda
-
Best Practices for Efficient Billing and Invoicing in 2024
- Defining the Invoicing Relationship: Language for Initial Engagement Letters, Outlining Payment Expectations, etc.
- Identifying What Will - and What Will Not - Be Billed
- The Top 5 Tasks That Cause Disputes
- Travel
- Status Updates
- Staff Time
- Billing for Mistakes or Do-Overs
- Delaying and Playing Guessing Games With Time Entries
-
Time Management Tips: Defining Priorities, Delegating Tasks, Outsourcing Essentials, etc.
-
Remote Online Notarization and Other Tools That Can Give You an Edge
- Sophisticated Computer Applications and Accessories
- Remote Online Notarization: Current Guidance and Best Practices
- Artificial Intelligence Tools: New Tactics, New Risks
- Drones and Other Gadgets: What Attorneys Need to Know
-
Eliminating Smoking Guns: Disposing of Legal Files and Records
- Creating a Record Retention and Destruction Policy: Why It Matters and Best Practices
- Hoarding: A Ticking Time Bomb
- Electronic Trash Disposal: 2024 Guide
- Top Client File Issues to Avoid
Who Should Attend
This program is designed for attorneys. Paralegals may also benefit.
Speakers
Speaker bio
Amber James
is the founder and CEO of New Beginnings Family Law, P.C., where her main areas of practice are divorce, child custody, parental alienation, mediation, adoption, and surrogacy. Prior to opening her own practice, she worked in the Circuit Court of Jefferson County Domestic Relations Division as a law clerk for the Honorable Ralph A. Ferguson, Jr., and in the firm of Shaw-Anderson, LLC. Ms. James earned her B.A. and M.B.A. degrees from the University of Alabama at Birmingham and her J.D. degree from the Birmingham School of Law. She is admitted to practice in Alabama and before the U.S. Supreme Court. Ms. James is also a board-certified family law trial advocate, having received her board certification from the National Board of Trial Advocacy. She is a member of the Alabama State Bar, and the American, Morgan County and Huntsville-Madison County bar associations. Ms. James has previously been recognized as Female Entrepreneur of the Year in 2020 by the Catalyst Center for Business and Entrepreneurship in Huntsville, Alabama. Her firm was chosen as the Professional Services Business of the Year in 2020 by the Huntsville-Madison County Chamber of Commerce. Her firm is consistently recognized as one of the Best Places to Work in Huntsville, Alabama and recently received the designation of Best Place for Working Parents.
Speaker bio
Kevin J. Kiernan
is a founding partner of Silva, Kiernan & Associates, PLLC, where he concentrates the majority of his practice on ciminal defense, DWI and bankruptcy matters. Prior to joining Matthew Silva in private practice, Mr. Kiernan had been a successful prosecutor in North Carolina's Fourth Prosecutorial District, which is comprised of Onslow, Jones, Sampson and Duplin counties. He earned his B.S. degree, magna cum laude, from North Carolina State University and his J.D. degree from Indiana University School of Law. While at Indiana University, Mr. Kiernan focused his studies on the legal aspects of technology and science, criminal law and trial advocacy. He is a present member of the National College for DUI Defense; has twice been a guest lecturer at Campbell University’s Norman A. Wiggins School of Law; has served as the president of the Sampson County Bar for 2014 and 2015; and was invited to be a presiding judge at the American Mock Trial Association’s Regional Tournament at Furman University in 2015.
Speaker bio
R. Lee Robertson, Jr.
is the managing partner of Robertson & Associates, a boutique commercial, construction and real estate litigation law firm located in Charlotte, North Carolina. He manages the firm's robust litigation practice, successfully and aggressively representing businesses and individuals throughout the Charlotte metropolitan area and across North Carolina. Mr. Robertson has tried numerous jury and bench trials to verdict, and since 2012 has recovered more than $75,000,000 for his clients. He primarily represents contractors, subcontractors and owners in construction disputes over workmanship and payment. Mr. Robertson also represents and defends hundreds of businesses and nonprofit organizations in all manner of transactions and disputes related to formation and governance, employment, policy development, contracts, and real estate; as well as licensed professionals, including real estate agents, plumbers, electricians, physicians, attorneys and other licensed professionals before their respective licensing boards. His firm handles a variety of non-litigation matters for its clients, including commercial real estate transactions, entity formation, estate planning, and estate administration. Mr. Robertson earned his B.A. degree at North Carolina State University and his J.D. degree at the Charlotte School of Law. He was admitted to the North Carolina State Bar in 2012, and is licensed to practice before all North Carolina courts and the United States District Courts for the Western, Middle and Eastern districts of North Carolina, as well as the United States Fourth Circuit Court of Appeals. Professionally, Mr. Robertson is very engaged with the Mecklenburg County Bar, Mecklenburg Bar Foundation and North Carolina Bar Association.
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