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Tame the Email Beast: Practical Communication Practices

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Tame the Email Beast: Practical Communication Practices

This one hour presentation will help lawyers regain control of their email inboxes and enhance their communication practices to adhere with ethical standards through the utilization of available technologies. We will discuss various legal ethical standards that apply to controlling your email inbox, while discussing ways to organize and sort your inbox. This course will also provide demonstrations of different software programs for both intra-office and client communications.

Transcript

All right. Good morning, everyone. Thanks for joining me today. My name is Sarah Kay. I'm going to be talking about Taming the Email Beast Practical and Ethical Communication Practices. I really appreciate the opportunity to talk to you. Just a very brief overview about myself. I have two businesses that I run. One is Family law, and that's where I support solo and small firms all throughout Florida doing freelance research, writing, consulting services. I also serve as guardian ad litem, and I'm a Florida Supreme Court certified family law mediator. My other business is King Kay Solutions. Me and my business partner, Natalie Baird King trained legal, mental health and forensic professionals on how to transform their vision of running a successful mediation practice into a reality. We do that through coaching, mediator retreats, workshops and keynote speaking. I have a reputation for being a tech nerd. I love that reputation. I love everything about technology. As I'm sitting here right now, I've got three computer screens and an extra computer and a tablet sitting on my desk. I am never seen without my cell phone, so I am excited to share that passion with you today. So we are going to dive right in to talk about how to address our email beast. Right the way we're going to be doing it, we're going to be hitting it in five different ways. First is going to be talking about the importance of your inbox. I always like to start the question or start with the question of why should I care? Because if you don't have that answer, you're going to be tuning me out right off the bat. I don't want you to be doing that. So we're going to be talking about why you should care about controlling your inbox. Second thing we're going to be doing today is talking about how to tame the email beast from within your organization. It is common now that people do work from home or even when I was working in a law firm that had about 15 employees, a lot of times we'd be sitting in offices next to each other, emailing each other and having that constant email flow. Email communication can be really tricky. So we're going to talk about how to get that stuff out of your inbox and into other formats that are a lot more user friendly. The third thing we're going to be covering is talking about external or client communications. People that are outside of your law firm, outside of your business and how you can communicate with them in a secure and meaningful way without doing it through email. And then also, oh, I'm sorry. Number two is actually we've been talking about taming the email beast from within your email inbox. Number four is going to be talking about the internal communications within your organization. And then last but not least, I will be wrapping up with a Q and A session. I recognize this is a recorded event. That being said, I'm always open to connecting with people offline and outside of it, so we'll give you an opportunity to do that and I'll give you my information at the very end. So first and foremost, the importance of your email inbox. Why should you care? Why do you care about your email mean it's there. It's email. Got on my phone, got on my computer. Who cares how many emails are in my inbox? Well, you know what? Quite a few people do. Um, first of all, let's talk about the rule of ethics. Rule 1.1 of the ABA model rules of Ethical Practice, which have been adopted by pretty much every single state bar organization or something substantially similar. It talks about how a lawyer shall provide competent representation to a client. Competent representation requires the legal knowledge, skill, thoroughness and preparation reasonably necessary for that representation. I propose to you that competent representation requires good, strong communication skills. You won't have the necessary thoroughness and preparation to represent someone if you don't have good, strong communication and secure communication with them. I always talk to my clients about how having a strong attorney client relationship is a partnership. I have the legal knowledge, they have the factual knowledge. I can't properly represent them with just my legal knowledge just and they can't know how to make informed decisions without my legal knowledge. I need their factual information and being able to apply that the law to their facts to be able to competently represent them and can't get factual information from them unless I have open and clear lines of communication with them. Second of all, within the comments to that rule, they talk about how maintaining the requisite knowledge and skill must demand that the lawyer stays abreast of changes within the practice, and that includes relevant technology. And that that relevant technology phrase was recently adopted recently, you know, within the last ten years or so. Why? Because technology is becoming integral and essential to the practice of law. And I would propose as much as snail mail used to be critical to the practice of law, email has now replaced it. And in fact, within the state of Florida, which is where I practice, we now have rules of judicial administration. Actually, they've changed the name of it to be the rules of general practice and judicial administration. They require that all attorneys designate an email address. There are very limited exceptions to that, and that if there's a pro se litigant that they must designate an email address to be able to get e-service of court documents. Again, they allow for for limited exceptions. But that is the exception, not the rule. The rule now is that everyone has an email and there's an expectation that every everyone has a working email address. I had a very awkward moment during a mediation the other day. I was the mediator and we were doing e-signatures of a settlement agreement and the person was like, Well, can you use my mom's email address or can you use my dad's? Or fill in the blank? I don't remember who it was, some family member. And I'm like, No, how do you not have an email address? And we had this long conversation about it and it was it was weird because I've done hundreds of mediations and I've never once had someone come in and not have access to an email address. And then it became a major. Function. Why? Because there's a working assumption that everyone has access to email nowadays and that they're able to regularly check it. So email is now a integral technology within the practice of law. Also within the rules of ethics, again, the ABA model rules of ethics is that under communications that the lawyer shall promptly comply with reasonable requests for information, keep the client reasonably informed about the status of the matter, reasonably consult with the client and would propose to you that that is now oftentimes through email. It is not unusual for me to get an email from a client at, say 2 a.m. or 11 p.m. and then there's some weird unspoken expectation about a response time. And so what I do from the very outset, when someone hires me, I send them an introductory letter and I'm like, Hey, listen, I'm super responsive to emails, but this is what you need to be expecting from my response time. And by the way, this is what I expect from you for your responses to any email communications that I do. I also offer them all of my clients an alternative, and I'm going to talk about this at the end. I'm going to be doing a demo, but I offer alternatives to all my clients to have access to a client portal where we can have essentially a chat between the two of us as opposed to email. And that's actually more secure than email. Email can be. It's not unusual for email to be hacked. It's not unusual for email to be spoofed. And so I actually offer all of my clients an alternative to email. But that being said, I have a handful of clients that are like, You know what? You're lucky that I'm able to run my email inbox and in which case I'm not interested in additional technology, at which point I feel like I've fulfilled my ethical obligation of giving them an alternative. But more than anything, if you are getting hundreds of emails in your inbox and you're overlooking or ignoring client communications, that could very easily be an ethical violation. And in fact, I have several colleagues who sit on grievance committees and they say that that is one of the most the biggest grievances that are filed against attorneys is failure to communicate, failure to timely respond to phone calls or failure to timely respond to emails from clients. So if your email inbox is out of control, that is going to be not just inconvenient to you, but you may be running afoul of the rule of ethics. So it's important for you, and especially for those of you who are new to the practice of law, set up good habits. Now get all this stuff in place. Now, remember when I went out on my own, I started Family Law back in 2019. And one of the very, very, very first things I set up was an email address. And then the second thing I set up was a case management software system that allowed for client portals, alternatives to emails, and I implemented communication practices and set up expectations so that people know how to best contact me and also know what expectations are for my response time. And I set them up all in ways that I know work for me. I'm going to be doing a bunch of different demos at the end of this presentation about different types of software, and I'm not recommending you adopt all the software, but what I do recommend is that you try a couple of of the software out to see what works for you, because what works for me may not work for you and vice versa. But what's important is that you implement practices that do work. Um, all right. The other thing within the comments to that rule 1.4 talks about how lawyers regular communication with clients will minimize the occasions when the client will need to request information. In other words, being proactive is better than being reactive. So if you are constantly pushing information out to the clients, then they won't be bugging you at inconvenient times. So that's one of my rules of communication practice is I do my best to be as proactive as I can be so that I'm not getting people contacting me, going, What's going on? I don't know. You haven't responded to me. Where is it? Because invariably their communications are coming in at awkward times. I can control when my communications go out. It's on my timetable and I can do a better job when I'm the one that's in control of of the management of the flow of communication. And it also helps. I remember at one point I had a client that were like, Oh my goodness, you keep sending me information and would you be willing to maybe slow it down a little bit? And I was like, That is a really cool request. You know why? Because now I'm being so proactive that the person that my client is satisfied with my communication practices. And in fact, if they ever go back and try to do a bar grievance against me saying Sarah didn't tell me what was going on, boom, Exhibit A, Hey, by the way, you told me to slow it down. You told me that you didn't need all this real time information or to do it in this manner. So. Fantastic. Um, and you should be regularly communicating with your clients. I also. Hold the American Bar Association formal opinion ethical opinion from 2017 talking about the securing communication with client protected client information. You are welcome to communicate. In fact, communicate information with your client. But you do have a duty to make sure that those communications are secure. One of the very first things I do with all of my clients is, is I give them the disclaimer. Email is not a secure form of communication, and I have other options that are available to you that are way more secure. Please let me know if you want to keep communicating through email or not. In fact, that's at the bottom of all of my emails. Every single email that I send in my signature block is a disclaimer that is akin to this ABA ethical opinion that says, By the way, email may not be the best secure information and secure way to communicate with each other. And. I have other options, please let me know if you want to use them. And that way, if at any point in time someone says, My email was spoofed, my email was hacked, I never got your email. It was deleted. My spam filter ate it. Well, you know what? I warned you. There you go. Um, and then the other thing is that this pushes into the tail end of this presentation, which is going to be. You would be, um. It's a best practice, I should say. It's a best practice to use alternative forms of communication other than email. So at the very minimum, I'm hoping this presentation will whet your appetite that'll get you go out, maybe do a seven day free trial on one or more of the programs that I'm going to show just to see if they work for you. All right. But before we begin, five things, five characteristics of your communication. These are a lot of people are like, well, how do I know what I should pick? What should I be looking for? What type of criteria should I be implementing? I'll tell you that there are five. Topics that you should be thinking about as we're going through. First of all, the security of the the information, what kind of security is in place to make it so that other people can't hack it, It can't be intercepted. It can't be spoofed. You know that the person that you're communicating with truly is your client, truly is your colleague. I remember I became president of the Hillsborough Association for Women Lawyers a couple of years ago. One of the very first things that happened was someone spoofed the Treasurer email address and sent me a message and said, Hey, do you have a minute? I need your authorization to take some money out. And I was like, Red flag. But just think about that, you know, hey, if if me and my treasurer knew that we don't use email to communicate with each other, if we have an alternative form of communication, that is an even secondary layer of security beyond me, just being attuned to spoofed emails. Um, so think about what kind of security can you put in place so that your, your communications truly are coming, being sent from and received to the right people. Second thing you should be thinking about is ease of the communication, ease of that technology. I am very, very comfortable with technology. I do consulting with attorneys all throughout the state of Florida. And every attorney I work with communicates slightly different. I have one attorney that uses Slack. I have one attorney that uses Monday. I have one attorney that uses practice panther, one attorney that uses my case, one attorney that uses Cleo, you know, And so I'm able I'm very well versed in a variety of these technologies, which is actually what gave birth to this presentation and. It's interesting because with my level of comfort, some of these don't seem quite as daunting as they may to other people that aren't quite as comfortable with technology. So that's why can't stress enough. You need to do you you do. You you do what works for you try these out if they're too visually overstimulating or if it's too simplistic, or if it doesn't have the right bells and whistles, or if it has too many bells and whistles. Listen to your gut. You want to be using technology that you wake up in the morning, you're not like, Oh my gosh, I have to log into this again. Oh, this is terrible. Um, you know, you want to make it so that it's easy because the other thing is that you want to make it easy for yourself because you're going to be using it. And then you also want to make it easy for your co-workers or for your clients or whoever else is going to be using the technology. We're going to get a little bit more into the difference between internal and external communication in a minute. But just ease should be one of the reoccurring themes in the back of your mind as you're looking at these. The other idea is that you want with any of your communications one and done. One of my. Hallmark hardcore like I'm not going to bend it policies. When I'm looking at an email that comes in, I touch it once and once alone. I don't let it sit in my inbox and come back to it three hours later and come back to it 4 or 5 times an email comes in. I'm going to either take immediate action on it like it's something that I can respond to right away and boom, I'm done with it or I'm going to transition it over to my task list and I'll talk a little bit more about what task list I use and how I use that. But it's in my inbox. I deal with it. Or move it to my task list. I save it in the whether if it's a case related email, I save it in the case file. If it's not a case related email, I save it in whatever file it's supposed to go in so that I can reference it later if I ever do need to use it. And then I delete it out of my inbox and it's gone. So my goal every day is to keep myself at Inbox zero because I touch it once and I get rid of it. You know, I either have managed it or I've saved it, and then I move on. Why? Because when you leave something and you keep touching it over and over and over again, it just never gets done. And then it becomes this visual reminder of all your failures. And now we're getting into psychology here. But rest assured, your policy. Policy should always be one and done. Touch it once and then. Be finished with it. Consistency in your communication. Whatever policies you put in place for your communication needs to be consistent. It always drives me nuts when I have people and they're like, okay, well we're going to use Slack and then they use Slack, but then they also email me 50 times about the case and I'm like, Well, wait a second, are we emailing each other about the case or are we using Slack? Pick one and stick with it because it becomes information can get lost so easily if you're using inconsistent forms of communication. That also going back to security leaves windows in your security policy. So if your if you only use slack, let's say I only use Slack to communicate with my treasurer from Hillsborough Association for Women Lawyers, we call ourselves Hall. Um, let's say that I always use Slack for my Treasurer, for my hall treasurer, and then suddenly I get an email saying, Hey, by the way, I need some information for this payment. Wait a second, I know my Treasurer and I only use Slack. This email clearly is a red flag, but if my treasurer and I flip flop between Slack and email now it leaves a window for this spammer, the or whoever this fraudulent, nefarious person is to try to sneak in and get my money. So same thing with your clients, Same thing with your office. If your office always communicates through Slack or always communicates through Monday or always communicates through my case or Cleo, fill in the blank Microsoft teams and it gives you that extra layer of security because now you're consistent. And the other thing is, if you're managing a lot of information mean and when you've got a busy practice, you know, let's say you've got 20 different clients, even 20 mean 20 for some people sounds small. Quite frankly, for me, when I had my regular litigation practice before I transitioned to to what I do now, even 20 clients, that's a lot of information. That's a lot of files, that's a lot of communications, internal and external. And that's and if you're not consistent about how you're communicating and where you're saving stuff and how things are getting saved, it is such a pain in the behind and things get lost and things get overlooked. So when you're looking at your communication commitments for yourself, making sure that whatever commitments, whatever policies and practices you put in place and you're consistent about them is going to be key. Last but not least, and I truly put this at the end because I think it's the least important of all of these lists is the cost. What is the cost? Not not just the money, which is important, but the emotion and the time. So what costs are involved in this? Because quite frankly, think security truly should be, number one, making sure that whatever your communication is, is secure, should be your number one priority. Um, especially with all the cyber attacks and stuff that are going on, making sure that it's easy one and done and consistent, I think that's way more important than cost. Quite frankly, if I'm going to be paying a little extra to make sure that things are easy and secure, it is money well spent. That is so much better than getting a grievance, let me tell you. All right. Taming your email inbox from within. Um, this is. Within email or excuse me, within Gmail, within outlook. Those are the two biggest email providers. Some people still use AOL and Yahoo. I don't know why, but they do. I'm sure they have similar features. I'm I'm most familiar with Outlook and with Gmail, so I'm going to be demoing those items. Um, a couple of things. When you're looking at your email inbox, no matter what your provider is, do the five minute rule if you can handle it in five minutes or less, handle it in five minutes or less, write the response and be done with it. Um, you know, look up the document the person's looking for and be done with it. If it's five minutes or less, this is the one and done thing. Just handle it, move it on. If it's going to be more than five minutes, move it over to your to do list. Move it over to your task list. Um, why? Because you don't want to be caught up. You could very easily spend all day cleaning out your inbox. That is not what you should be doing, especially when you have other longer term projects and maybe have some deadlines that are approaching. You don't want to get waylaid from those because now you're distracted because you get this email that you're spending 20 minutes dealing with. Unless of course, it's like urgent on fire. The world is going to end if you don't handle it right that very second, that's a different conversation. But assuming all things equal, if it's more than five minutes, put it on your task list. Bump it to the bottom of the list or put it wherever it is on the list that it needs to be done and then move on with your life. Um. One of the very first things when I was starting my new business in 2019, a good colleague of mine made this recommendation. I'm like, Oh my goodness, this is brilliant. Create what I call a newsletter email address. I actually have two email addresses. I have my Sarah at FamilyLife.com, which is the one that everyone has. Or for King Kay Solutions it's hello at King hyphen.com. Um that's for everyone everything you know I give it out all the time for cases or if people are like hey how do I contact you. Those are the email addresses I give. Um, I also have what I call my newsletter email address, which is if I'm signing up for a demo for a program or I see this organization that maybe has some information that might be cool or helpful to have, and I give that email address for those. Why? Because then Spam can get into that email address. It's not the end of the world. The other thing is that if someone tries to like, Oh, well, what's your sign in for Fill in the blank? Um, I can use that email address. And now if people are trying to hack it, they don't necessarily know what email address I used for my username for those particular programs. Um, so it's helpful to have. And sometimes when I'm trying things out, I'll do my newsletter email address. In fact, I did this when I was signing up for one of the programs that I use. I use my newsletter email address, demoed the program, and then I'm like, Yeah, I'm going to I'm going to buy it. Like, this is good. I like it. In which case then I just switched over to my main email address because that was the one that I wanted to make sure I was getting the emails in. So have the other thing is for two two factor authentication, a lot of times if you get locked out of your main email address, they're like, Well, do you have a backup email that we can send you the security link to? You can use your newsletter email address for that and vice versa. Um. There are quite a few email features that you can use to help reduce the amount of stuff that goes into your inbox, and we're going to be talking about those for Gmail and for Outlook. So we'll be handling. I'll show you a couple of really cool email features that quite frankly, you should be using on a regular basis. And then also for unsubscribe, I can't stress enough if you're getting stuff, it is oh my goodness. It's like every single day some get some new. Email, unsolicited email from someone who's trying to sell me something. I am a very firm believer in unsubscribing. I take the 60 seconds that it requires for me to unsubscribe because that is so much more important to me than constantly having to delete that stuff out of my inbox. So the amount of spam that I get to my main email addresses that I regularly use is very, very minimal because I'm belligerent about unsubscribing from unsolicited stuff. Now there's some core organizations like Hall will send me newsletters. I want to hear from that. I'm active in the Hillsborough County Bar Association. I'm active in the family law section of the Florida Bar. I want that news because those are organizations that I care about that that have information that's relevant to me. But for, you know, Joe Blow, CPA firm that just wants to let me know they're available to take cases. Boom. Unsubscribe. Because quite frankly, if I'm ever in the market for a CPA, then I'm going to you know, I'm going to do more research. I'm not going to be based on some random email that I got from someone. All right. We're going to be demoing very briefly Gmail and also Outlook, just looking at a couple of core features of each of these programs and how you can use those features to be able to manage your inbox from within. All right. We're going to start with Gmail, Just looking at some core features. If you this is an inbox zero if you've ever seen it before. Um, and up here at the top right hand corner now, a lot of people you're like, well, I don't know if I have Gmail, I don't know if I have a look. I'm quite frankly, it's when you're first set up. For example, when I was creating my email address, I had the option of do I want to attach it to a Gmail or do I want to attach it to Outlook? And then depending on what business I was running, I had different answers to each. So they should be attached to one of those two. Again, if you're using things like, um, Yahoo or AOL, they probably have very similar features, but I'm not familiar with them. And the other thing I should point out is a lot of times people will use Outlook, the actual program to run their email. I do all web based. I don't actually use the outlook program itself, though I do understand there are benefits to doing that. But I am so mobile. I have three different computers that I regularly use that it just doesn't benefit me to run it off of a program, do everything web based. That being said, the program, the Outlook program itself has very similar features that I could do a whole separate on. Okay. So looking at let's assume that you've logged into your Gmail related email up here at the top, there's a settings and you have lots of different settings that you can do. Some people just like to tinker with the default setting. In other words, how much information is in your inbox? Like when I get an email, what preview do I get? Mine's defaulted to comfortable. Um, now that being said, we've got over here see all settings. Now here at the very top you've got filters and blocked addresses. You should be using this in fact. Okay. You can even see right here, I have it set up that any time I get an email from Clint it doesn't. I delete it because they were spamming me. Um, and anything I get from [email protected] never gets sent to spam. My main email address. I want to added a label. This must have been for another that I was doing that every time I get an email from myself it says super. Um, and then what should be done? You can create new females and you can block email addresses as well. So let's just say for example, I've got I, I regularly get email, let's say hello. Okay, here we go. I want to make sure that any time I get an email from that, I'm going to create a Now you can even add stuff in like anytime it has get an email from hello and it has a certain subject or it has certain words in it or whatever, you can get really fancy with what you want to do with the email, but then you create the you hit create filter and it lets you. Automatically archive it, automatically mark it as red star it. Add certain labels. I you know, for example, I want to make sure it never gets sent to spam. That's actually I've found with Gmail because this is how I do most of my work in Gmail. Um, they're very, um, what's the word I'm looking for enthusiastic about sending things to spam. So a lot of times I'm pulling stuff back out of my spam folder. You can also categorize it. You can do whatever you want and then you create the filter. I do this very frequently, especially for when I get unsolicited emails. I will go in and mark it as spam. Um, and. And then make filters so that it's constantly going to spam. And then for those of you who do Gmail, notice over here, it defaults to these folders on the left. You can go in here and you can see what's in spam right now. So right there, okay, got spam and you can go into the actual spam. You can say it's not spam, you can delete it, you can block the sender, whatever you want to do with it, or you can just leave it in there to languish for all of eternity. Typically I'll go in just because I'm always afraid I'm going to miss something. I just go in and delete it and clear it out. The other cool feature that you can do to help with your inbox, let's say you have an email and you're like, I want to respond, but I want to respond at a time that. Doesn't. You see, there's my Florida disclaimer. Um, I want to respond at a time where my client doesn't realize I'm checking my email at 11:00 at night. Not a problem. So let's say that you decide I'm going to email myself. Okay. So you say you respond to the email. You can go down here. And do scheduled said notice what did was I clicked on scheduled send. You can go in there and then it says, When do you want to do it? And you can pick whatever date you are. So I want to send it tomorrow at 9 a.m. I don't want this person to know that I'm working right now and you can schedule, send and then notice what it does right there is it puts it in the schedule. And then this is even better because let's say that you're really angry with someone and you start to write a response and you're like, Maybe I'm going to change my mind. You can schedule, send it for 30 minutes later, and then you can always go in and delete it out and then it's done. So you've got the schedule send over there. I think that's absolutely. Critical. In fact, I use if I go into my main email account, you would see I probably have about ten different scheduled send emails because what the other thing does is it makes it so I don't have to remember to do it later. So a lot of times when people book a mediation with me, I will schedule send a reminder email to go out with the zoom and I send the zoom information right away and then I schedule, send an email, a reminder email so that it goes out two days before the mediation with the zoom information. I almost never get anyone. I can't say never because there are 1 or 2 exceptions, but almost never get anyone saying to me, Hey Sarah, what was the zoom information for my mediation? It saves me so much aggravation, so much time, because also people, when they book with me, they know right away, I'm going to get the email, I'm going to get the zoom information. And then I also know that I'm going to get the email from Sarah two days before that can forward to my client. So it also saves the attorneys that I work with the aggravation of their clients losing the Zoom information. So I use schedules. And another way is you go down here and you just hit that little schedule send button. The other thing that I use, which I think is absolutely brilliant is you can oops, it's not turned on. I'll show you how to turn it on. You can also turn on templates. All right. So I went back into the settings. I clicked the little gear. And over here under advanced, it has enabled templates and you can actually create template emails for people. So if and it has to reset when you turn it on, give it a second. You can turn this on, compose your email. And then now when I click over here, it gives me the option of templates so I can create a template. Okay, so I can create now the templates, I create the email and where it says save as draft template and now I can save it as a new template. I can. There we go. So now the next time I create an email, I go back in and I say, Well, wait a second, Oh, there's my template. And then it populates everything for me. Um, yeah, fun fact, it actually will duplicate whatever's on the screen. So right now you see I have two signature blocks because I forgot to delete it out so I can go back. Let's say I'm like, Oh, I messed up that template. I forgot to delete out. So now I can do template save as draft template and I'm going to overwrite this one. Yes. So now the next time I do it, it's not going to duplicate my signature block. So go in templates, create template boom. And now that's, that also saves me a lot of time and aggravation. So sometimes let's say you have a client that maybe they're constantly emailing you and you're like, For goodness sake, use the client portal. You don't have to keep typing for goodness sake, use the client portal. You can just have that template email that goes out and you don't have to retype it. So those are a couple of tips within Gmail. I'm mindful of the time because we could could do like three hours of this. I'm not going to do that to you, though. Um, but all right. Same thing. Outlook. You can do very similar things. So I can create a first of all, let's go in here settings and again they have some default settings don't like the focused inbox. Fun fact I find it really annoying. Um, because I don't want outlook deciding what's important to me. I want to decide for myself. So I always turn that off. You can go down here under view all outlook settings. And again, you can create rules and those are the rules that you can turn things, you know, name your rule, annoying emails and add a condition. And now I can say, who's it from? You know, at, uh. Let's see who do not like. Okay, so then I can do at Gmail. You can say I always want to delete it. I always want to forward it. I always want to do whatever. And then you can save it here. Let's just do actually, let's do it this way. All right. And actually, you know what I want to do? I want to pin to the top everything and. Grow now and add an exception. There we go. And it's not letting me save. Oh, here we go. We'll just let it. Time. There we go. And run. Run now and save. But and now any time I get the email from whatever that is, it's going to get pinned to the top. You can do that with things that are spamming, things that you want to make sure that maybe it keeps getting drafted and pushed into your spam folder. You can go in and create the rule and make it. And then the other thing, if you want to create folders within your inbox and then have it automatically sort the folders, you can do it that way as well. I've seen people create rules for for sorting it so that when the email comes in, let's say it's case related and then it automatically gets moved over that's related to the folder that's related to the case so that they're not going in and then they can look at all the case related emails when it's in a singular place. Um. Again, just like Microsoft or excuse me, just like Gmail, you can do schedule. Send what I did. Got it. Thank you. Outlook. Um, what I did, I can do. You can go into here and again can schedule send something and it'll say, when do I want to do it? And it'll automatically give you some options. Let's say I want to go at 9 a.m. on March 31st, and now it is scheduled out to go and notice it saved here in the drafts as opposed to Gmail gives you its own scheduled folder here. They save it in the drafts for it to go out at the appropriate time. Again, you can also they've got similar features with the templates for the outlook. That being said, like I said, I can talk all day about this, so we're going to bump into the next category II do encourage you to use. All of the email features that are within Outlook and within Gmail so that you can manage your inbox in a meaningful way. Um. Okay. External client communications. A couple of things. When you're you're talking about them one size do that did that picture because they said one size does not fit all when it comes to external communications. Um, there are a couple of things that you need to be considering when you're deciding how should I be communicating with my clients if it's not going to be through email? What are other options that I can use? Think about your office makeup. An office where there's only 1 or 2 employees might be able to use a certain line of communication that an office of 20 or 100 employees may not be able to use. The. One of the other biggest things that I see is the offices that experience what I call growing pains. It was an office that started with an attorney and a paralegal, and they were able to do certain communication policies that were okay because it was just the two of them. But now that there are 12 people in the office, they can't be using those same communication. So you should be thinking about what's your office makeup right now And then also be honest with yourself about what your office makeup going to be. Five years from now, ten years from now, are you trying to grow your office? And if you are trying to grow your office actively, then you should be implementing communication policies. Thinking When I have 12 people, what should I be doing? And that way you're able to grow into those communication practices. Your system might make fun of you and be like, My goodness, why aren't we just sitting next to each other chatting about the case? Well, you know why? Because it's not going to always just be the two of us. My goal is to keep growing this firm, in which case, then I should be using communication things that can communication policies and technology that can grow with us. The other thing you should be thinking about is the demographics of your clientele. Is your clientele the type that you expect will have a computer at home? Because if you're doing a lot of pro bono work or legal aid work, it might be that your clientele can't afford to have a computer at home. Maybe they're doing everything through their smartphone. Okay, well, if that's true, then I need to make sure that I'm using communication practices that maybe they can download an app for free or they can do one where they can communicate online and offline. Or if you're doing all estate planning and you're working with the older generations, is this technology something that will be easy for them to use? Is it going to be intuitive? Is it going to be easily accessible? If I do all high end divorce cases, that's a different type of demographics that may be feeling a little bit more comfortable with the technology. So socioeconomics, medical needs, are you working with where a lot of your clientele have developmental delays or have physical disabilities? What type of medical needs might your clients have that will affect their ability to communicate? And then also developmental needs education. Are you working with a type of clientele that is highly educated, not quite as highly educated? Are they going to be sophisticated more often than not where they're going to feel comfortable maybe doing something other than email? Do you have technology that has an easy to use client portal? And then, of course, can't stress enough the security of the communication and what the cost is. And again, cost is probably the least of your concerns. It should be because the what you invest in your communication practices gives you other protections that you may not reap the dividends of immediately. It might be something over time. Now, internal communications within your law firm, what type of considerations should you be thinking about when you're. Okay, well, how am I going to be communicating with my office staff? Well, one of them is where is your office staff located? Do you use a lot of contract paralegals or contract or a popular thing for solo and small firms is using answering services? Well, some of those answering services do have access to some of this technology. In fact, when I was using Clio Grow at one point and I had an answering service, I could give them a link where they could actually input information into Clio Grow and was able to control how much information they were able to get, you know, actually made it so that they could only give me information and not necessarily receive information about cases. But me having that remote answering service helps me. And I took into consideration that when I was choosing what technology was going to use for communications. Same thing if you have clients or excuse me, staff that regularly works from home, do you want it where they have to VPN into your office or do you want it where that they can access whatever the technology is through the Internet? And then, you know, if you are having them work from home, how are they able to communicate in an effective way where they're not constantly having to call each other workflow? What type of workflow do you do? One of the big things is client intake. Okay? When you get that first phone call, what happens after that? A lot of these technologies allow you to do automated tasks. In other words, the minute I put in a new case, it automatically sends an email out to the prospective client or it automatically schedules or I have it actually that if someone fills out an intake form on my website, it does call routing. In other words, if they fill out the intake form a certain way, it'll send them a very nice message saying, Thanks so much for your inquiry, but this isn't a good fit for you. And here's some options for other other attorneys that you may want to contact or if they fill it out another way, it says, Thanks so much for your information. Here's an opportunity to schedule an appointment with Miss Kaye. So what kind of workflow do you have this and you can even do that within your firm as well. Okay. I make it so that every time I do it automatically my software automatically pops up on my assistant screen saying, You have a new task. So what kind of workflow do you want to put into place? And I can tell you, having done this several times, it is a little bit of a time suck getting those workflows for setup, but afterwards you reap dividends 100 fold. So it's a very small investment up front for long term gain. You also want to look at what existing systems do you have. A lot of you guys already have access to the Microsoft products Microsoft Office Suite, which automatically has Microsoft teams included. That's a very easy way to maybe test out alternatives to emails just by using teams, you'll see. It. A lot of the stuff that we're going to demo at the tail end of this has a lot of the same features that teams has, but we frankly think a little bit better. But that's just my opinion. Um, it's a good way to get your feet wet again. Looking at what security do you have and what cost do you have? Um, you should repeatedly look at how secure is this and how much is it going to cost me? Time, money and call it emotion as well. All right. So here's the different email alternatives. There's more. These are just nine that I picked. Um, Practice Panther isn't on there, but that's another option. Um. Lex reception does remote answering service, and then they have an app and a website that has a lot of features like Ring Central. So but don't, I'm not going to demo. Lex reception, so please don't take this as you know the be all and end all of all this I just picked nine that I thought you would find interesting. But there's more out there and if you do want others, feel free to let me know. And I'm happy to give you additional lists. A great way to try a lot of these out and see them demoed. Quite frankly, the tech show is phenomenal. It's held up in Chicago every year. I had the benefit of going a couple of years back and the vendor Exhibitor Hall was so much fun. Um, it just they had everything demoed there and you could talk with representatives and get lots of free stuffs and discounts and whatnot. I highly recommend you at least once going up to the tech show to check stuff out. So we're going to look at oops, I went one too far. We're going to look at different email alternatives and I'll do my best to keep it in this order of starting with teams and working my way through. This is not meant to be exhaustive in any way, shape or form. This is meant to be just a 10,000 foot overview of all of the different products that are available. You're going to see common themes that are across all of these platforms. That's okay, because you know why? Because if someone took a good idea and then everyone morphed it from there. So. All right. We're going to start with Microsoft Teams. This is kind of the basic feature teams has its own standalone app and you can use it for video calls and for communications, whatnot. So this is just a blank screen. Don't have any chats going. I wish I really, really wish I could show you the the stuff that I actually use because it makes so much more sense. But I have so much client information in there. There's I would spend probably three weeks trying to redact stuff out to be able to show you how this actually looks. But just within the chat feature, you can create a chat. You can do this with anyone that you you want, okay? You can put in any email, any group within your organization if you have, um, if you have an organization like, you know, you're at Smith law firm.com and it's the Smith law firm Microsoft account and your members of that Microsoft account names auto automatically populate in here but I can even do. My own. I can just send it to now I can create. I'm going to search for that externally and I can create chats where I'm inviting them to teams and I'm going to spam myself a couple different things. Okay. So you can say, okay, and this is a way you can communicate with your clients too. You can do it internal and you can do it externally and you can create different chats. So let's say that I create this chat where it's me and these two clients and I'm going to call it This is the Smith case, and now it's creating a group name. And now I'm going to start testing this out. Okay. And now I've started a chat. And these. External people. Have been invited to join this chat, so could do this with my clients where I create the Smith case and I've copied myself, I've copied my paralegal, and I've copied the client. And now I can start a new chat. And let's say I do a different group and I say, Smith, hold on, let's do. It's going to say that it's external. And I'm going to do oops. Some features are. No kidding. That's okay. Whoops. This is an individual one. I didn't start my group fast enough. I'm going to create a new one and I can do it where I'm going to be doing it with different people. And maybe I call it. Eh, eh. You know, Smith case Internal. Well, then. And yeah, we can do that. And it keeps creating the chat because I'm demoing, but you get the idea. And you can send stuff. Now notice that there's different things that you can do within the chats, including. Adding Adding attachments. To the messages where you can actually attach files and you can upload it from one driver, you can upload it from your computer, you know, and you can do. And now I can send a message to someone within my team that has different information or the attached file attached and we can do comments on it. So you can do this. I've seen law firms that use Microsoft teams for their internal communications within the law firm. I've seen them where they use it also for the external communications where they're inviting the. Clients to join the chats within Microsoft teams. So there's different ways that you can use it. I've seen them where they can do, you know, group video calls with this or you can create external. I've actually seen court systems that use teams for all of their hearings. So Teams is a very robust app that you can use for internal and for external communications. Clint did not demo for this presentation, but I will talk to you briefly about what its features are just based on the website. It's a client portal. They call it the Power of White label, where where you actually make it, where it's your law firm or your company's name. So they don't ever see anything associated with client. They think that it's your actual client portal and you can do a lot of the same thing where you have a custom domain name, you do custom emails, they can go onto the dashboard of their case and you can share. You can decide what to share with them and do all of the the client communication. And again, you can do it where it's internal and external communications. Within that specific case, it has the workspaces is for the internal communications and then the file sharing and the. Chat feature, if you will, is out. Outside for the external ones, you can get e-signatures. It's a very robust it's similar to Microsoft teams, but it has additional features that don't tie you to their brand. I know of several attorneys that only use clinked for their client communications if the client emails them they like directly outside of clinked, they get a message back saying, I didn't read your message, go send it through whatever the, you know, the my client portal. And they they don't even have to say send it through clinked because it's a white label. In other words that it's it's a portal that has their law firm their brand attached to it they have a bunch and it's not this is actually created not necessarily for law firms a variety of industries uses use clinked for their features. My case is a full case management software system. Um, my case offers document management, calendaring tasks, um, client portal billing, everything from soup to nuts. The idea is that you. It's supposed to be a one stop shop for my case. Um, there are a lot of competitors to my case. I'm going to show you Clio. That's one of the competitors. Practice Panthers Smoke ball. Um, again, these are all case management software. The idea that they were designed to try to be a one stop shop so you can have it where you manage your calendar, you manage your task, whatever it is that you're doing. One of the things I wanted to show you, they offer a full client communication system with a client portal. They also allow you tasks task management system where you create a task and set what the reminder is, and you can actually add what's called checklist items. So maybe my my task is here we go, dissolution of marriage. Then the task name is mandatory. I created a matter called dissolution of marriage and can say when the due date is, it's due tomorrow, and then you can add checklist items. Maybe one of them is contact client. Then the other one is ask for documents and then you can assign whoever it is that you want for the task. You can say, How important is it? Put the description in there and then set reminders to go out automatically. And then that task is going to show up on the task. You can see over here my tasks that I have one that's due today. Um, my case. I again could spend a whole hour just on my case. I recognize that I'm running out of time, but they give you a seven day free trial. In fact, what you see here is a dummy account that I created, and they'll do personalized demos with you to help try it out. I get that sometimes it's a little overwhelming When you first look at the main screen, you're like, That's a lot of information. I can tell you from my experience with case management software, pretty much all of them have a very similar dashboard screen. With the main information. They they will vary slightly about what shows up and you can have some control over what shows up on your main screen. But once you've started using things, you know, you get a good week into it. You start getting familiar with all of the different features, and this becomes a very critical, helpful component to the case And being able to do your work and knowing what's due. Again, wish I could show you my Clios, the main one that I use. Wish I could show you my Clio dashboard, but violate all sorts of ethical rules. And then, like I said, you can do that for internal and external communication. And the internal communication can be through the with your law firm members. And then also externally, the client has a client portal with chat features. Um, okay. So Dropbox actually included Dropbox as a form of communication because they have really upped their game over the years. It used to just be a file storage system. Now they have it where you can go in, you can actually edit files you can do, and you can also comment. Now, right now I only have access to this particular file. Um, you can go in and share the folder with different people and you can decide which folders they have access to and then you can allow them to actually add the comment. And you can do, you know, different people. These are all people that I've shared documents with over the years. I've shared a lot of documents over the years, and you can make comments to people and say, hey, by the way, you know, and do at and then I can invite. I'm just going to pick on Mark for a minute. I can invite Mark and exit. Check this out and then he's going to get an email. I don't want to do it because he's going to get this go. What is it? Um, but he's going to get an email going. Wait a second. Sarah just commented on this file. Um, have here, take a look at this and you can do this with your clients where you have a file in there and then you can do chats with them about the specific document. It's a great way to also do it within. You can do it with the client or you can even do it internally with. I've seen attorneys do it with their staff, with their paralegals and their legal assistants go into the file. They have a new document and they go back and forth on it right there. And then you can share it in a variety of ways and it'll give you the option about, you know, can they edit, Can they view? Who do you want to share it with? You can set up the settings to say, okay, you can get specific links. Link to give out for editing a link for viewing, you can unshare the file. So there's lots of different ways to communicate and to file share through Dropbox. I encourage you because a lot of people already have Dropbox and they just don't use it a lot. I strongly recommend that you go in and tinker with it. I can tell you from my own personal experience, when I first started using it, I didn't really start getting into Dropbox until one of my colleagues that I do freelance attorney work with uses Dropbox quite a bit. And that essentially forced me to really take a good look at what the features are. And the longer that I use Dropbox, the more robust their features are for document sharing, document security and then internal and external communications. So that is another one you can take a look at. Cleo keep hinting at it, this is a dummy account, so I'm not sharing this is not a client file. I just want to do that. Disclaimer Um, this is a matter within Cleo. You can actually go in now. Cleo has a lot of robust ways to communicate. First of all, they have a client portal. You go into communications and you go into client portal and can create and you actually can create different client portals. Kind of like with teams where you do the Do I want my chat just with me and Susie or do I want my chat with me? Susie and Bob. You can click create different client portals and it'll say, Who do you want to create the client portal with? And then it'll it'll prompt you to say it'll guess is the best way to say it. It'll guess who your client is and you can actually bring it in and. You can search for whoever your contacts are. And this is searching all of Cleo and I have thousands of contacts in Cleo, so it'll search and you can put whatever contacts you want and create the client portal. They will get an email. I'm not going to do it because I don't want to freak mark out, but they will get an email that says You've been invited to the client portal and then if they've never used the client portal before or never used Cleo before, they will get prompted to create a password and then that's a secure way. And then any time you send a message through that client portal, they'll get an email saying there's a new message in the client portal log in. Any time they send me a message, I will get a notification here. Within Cleo, it actually pops up. Um, it pops up over here in the communications. I get a number one, two, three, four, five. If I clicked on communications, you would actually see all the active client portals that I have. And I can do, I can share documents within the client portal where again, if I'm creating a new one, herald someone for myself. Um. Yeah. Now that's fine. We I'll, I'll chat with myself. Um, and again, it's a notice down here. It says, attach a document and then I can chat. The other thing, shared resources will list out all of the documents that I've created for myself, or I'm sorry that I've done within the client portal. The other thing that you can do in communicating within your law firm is you can create tasks. Um, there's just a task that I had a reminder to myself. And then you can say assign to and it'll give you all the different people you can assign inside and outside your law firm. So I have a legal assistant that she works from home. I can assign a task and I can say, what notifications does is she going to receive? I create the task. I say when I want it. Do I can say I want to do there? I can send reminders and I can create the task. The fun thing about this, I can also create tasks for my clients as well. They'll get an email saying you have a new task and they'll be interfacing with that task through the client portal. So there's a lot of great ways to be able to communicate. And and now you can also do communications, like you said here with they have internal messages. Again, you can see where I was testing out different messages to myself where it's. I'm sending messages between myself and myself here. But you can do the different internal messages here. Um, with all the different. Client communications. So at any point. Cleo has a lot of options that are available to them and I strongly recommend you just play around with it. Again, they'll do demos for you to show you all the different features. You really don't fully understand the power of Cleo or in my case, or the other case management software until you actually start diving in. All right. Monday, Monday.com. Monday is a really prevalent to the purpose of a task management system. I have seen attorneys use this in a very robust way for full case management, but you can create different tasks within Monday and then you can you can write updates. Actually, I have one one attorney that uses Monday to assign tasks to me and they'll say. Okay, so you say, Hey, I got this weird file, I want you to check it out and it'll give you where can you pull the document from? And again, I'm going to pull Oops, there it is. There's my sample file. Um, and it'll upload the sample file to that and then I can assign it to all the whoever it is that I want to assign it to. And right now I have it assigned to this person. I can add other people and again, I can add them internally and externally. So when I sign up for my Monday account, I can say I have five employees and then they get all assigned their own Monday account. Or the way that I got invited was the attorney that did work for then just put my email address in. Uh. And where it says invite a new member by email. And now if I hit invite a new member, that email is going to get a link and it's going to say, You've been invited to join Sarah through Monday. And then I can once once that email sets up their own Monday account for free, then they can interface with me and they're, they're being they're using Monday under my license and they're going to only have access to whatever it is that I'm giving them access to. And then you can see right here that within that task it's going to have the file attached and update them. And you can download the file right there. And then you can also see all the different people that are working on it. You can set up whatever the status is and then you can go up in here and after you have all your tasks laid out, you can filter. One of the things I find I sometimes get a little overwhelmed visually with the information that Monday gives, and so I'll filter it down so that I'm only looking at the, you know, people here we go, that now I'm only seeing the tasks that are assigned to me. So you can clear that feature as well. And now I'm seeing all of the tasks that are out there and you can create whatever it is. You can set up the deadlines, you can set reminders. You can also do progress Notes is very robust. It's very customizable. I find this to be very helpful for the attorneys that want to do task management and want to do it with people that maybe are outside the law firm as well. And again, you can control how much information each person has access to when they're logging in. Takes a little bit to get to used to. And you can also do it for contact management. Here we go. Don't know who those people are. Um, and again, this is a dummy account and the task management, you can also do different boards. So maybe I have the open cases and then I have the closed cases and then I have the intake cases. So you can create different boards of information and task management. It's one of the things I like about it is you can put the chat about each of the tasks associated with whatever it is, so that way I have the update and then I can reply to the update. I can come in and later on say. And then that all that information is stored. Right on that task so you don't have to go hunting for the email that's associated with the task. This is very similar. I'm going to do this a little bit out of order. This is very similar to Clickup. Clickup has a very similar interface. This just happens to be on dark mode. But again, I have a rare in the Smith case. I now have my to do's here prepare mandatory disclosure. And just like with Monday, I can go into this and attach, I can add an attachment and I'm getting a lot of. Getting a lot of mileage out of the sample document. I can attach the document and then I can put in here information and say. This is where the new document got for the mandatory disclosure. Check it out and then I can again do it. I'm the only person that's attached to this clickup account, but I can also do at and then tag different people. And you'll notice that there's different types. There are watchers. In other words, maybe I'm assigned the task, but I have a paralegal that's watching me. Um, and then I can get them notified as well. Everyone who's watching this, by the way, got a new file. Or I can tag individual people and you can go in and create. Oh, there you go. So it's prompting me. It's trying to be helpful. You can share the task. You can share it through a variety of methods. You can do it with a private link. You can do it with everyone that's there. And it's a great way to be able to manage the specific activity this Monday and Clickup both interface with. There's there it is, It's uploaded the file so you can put all the files that are associated with the task right there, which I find really helpful. Um, there's lots of different ways that you can use these. They interface with Slack, they interface with Clio, they interface with a lot of the other case management softwares. I've seen attorneys that do a combination. They do their chat through Slack and their tasks through Clickup. I've seen people that only use Monday, I've seen people that use Clio, but then their task management is in Clickup. You can do it any number of ways. You can combine whatever the technology is that makes it makes sense. All right. Last I'm going to demo and then we're going to wrap this up is Slack. Slack is essentially a very robust form, in my opinion, of. Microsoft teams. You create channels, which is whatever the topic is typically what I'll see when with again, wish I could show you the my real slack account. But um, you create that. Typically what I see is the client related channel. So it's now the Smith divorce case. Um, or I've had a couple of cases where I do family law, so it's the Smith divorce case. And then there's a separate channel for the Smith Domestic violence case. And then the other thing you can do is you can do what's called a office channel or they actually default. The general channel is for pretty much everything. It's on the slack defaults and creates a general channel. You can do it where one of the attorneys that I do work with has a channel that's dedicated to scheduling. So if someone's going to be sick, if someone's going to be running late instead of emailing everyone, they just put a notice in there. The scheduling channel and Slack, Hey, I'm running late and everyone knows that if there's a message in there, it has to do with the scheduling. I'm going out to lunch, I'm going to be back, whatever it is. Um, so just like with I did a demo a while ago and so that's why it's mad at me saying messages that are older than 90 days are hidden because I haven't actually paid for this. It's the demo account, and Slack will allow you to open a free account. It's just they take away some of the features eventually. Like what you see here. They're mad at me. They want me to pay. But just for purposes of this. So this is a channel that I created. The other person in here loses my alter ego. I think I'm logged in as Liz and I'm chatting with myself. But anyways, again, I can create a post, I can attach files, so I'm going to do my sample file again. There we go. Check this out. And now what that's doing is that's posted and my alter ego with my other log in now has notification that I have a new message in Slack and it's good. And then I can know to come in and to check it out. Um, and then you can do again, same thing. I can tag people, I can say, Hey, Sarah, what's going on with this project? Okay? And you can go back and forth with the messages, um, get with the add ins. You can do add ins with clickup. So anytime I create a clickup task, it shows up in Slack and then I can update the Clickup task from Slack. There's lots of really cool features within here. Again, you can do they call it starting huddles. I don't know if you see it down the bottom of the screen, but the. Huddles are. Oh, forgot. Also need to do ring central. I'll do that next the huddles again just like Microsoft teams where you can start video chats and audio chats. You can do that in Slack as well. All right. I'm going to wrap things up with with Ring Central. Ring Central is a. That's funny. Ringcentral is a has its own standalone program. Um, it's they have their apps they interface like so here with the apps they interface with a variety of apps to go in and out. Um, lots of great products that you can do it. I'm going to just show you the messaging feature. But again, they have video, they have auto audio calls. Also get my fax messages through here. Um, you can create different chats like did like I showed you in the other programs like Microsoft team. You can create chats. This is me chatting with myself. Um, again, I can attach files from my my computer and upload them. And then send them. All right. And then the other thing I can do is I can create tasks and remind and I can assign the task. Right now, I'm assigning the task to Liz Horne, who's my alter ego. And then I can also say, look at this. I can attach the attachments. And I can color code it. I can say when's it due? And let's see, post and close. There we go. And now what it's going to do is over here, I know within this chat that I have certain tasks that are getting done by Liz Horne and she can go in and again, she can go in and chat with me within that task, ask me questions, do updates, and it's a secure way that we can communicate. That's not texting, it's not emails. My remote assistant, Lenore, you'll see there's a chat on there. Um, Lenore is my assistant, and that's actually how I exclusively assign tasks to her. I've just found that this works really well for both of us. We tried a couple of different things out, and this was the one that stuck. Um, and so I'm not going to break something that's not broken. We do all of our communication. And so then she and I are friends outside of work and she knows that I'm not going to text message her on her cell phone. She knows that she's, she has her notifications turned on that if she gets a message through Ring Central, she knows that it's associated with me and my job and it's not something social. So there's this has a lot of great features. You can include notes, you can include events, you can do all sorts of great things with it. It's a very robust program. Um, I do my phone through Ring Central, so it also is the added benefit that it's essentially free. It's already, um, I'm already paying for all of those features through having my phone associated with them. All right, So, um, I ask, feel free to ask again. Recognize this is recorded. You are more than welcome to contact me. I will tell you right now that the fastest response that you're going to get from me is if you shoot me an email. It's one of the reasons I don't give out my phone number because people that call me, they're like, Wow, it took you a while to get back. Yeah, but if you sent me an email, it would be way quicker. You know why? Because my email inbox is, um, I do do the policy of one and done. If I'm going to get an email and you say, Hey, by the way, Sarah, I want to jump on the phone with you, have some questions, whatever. Um, just let me know and then I'm happy to send you a scheduling link. You can find out more about me and my businesses on the websites that are listed on your screen. Um, and we are in this together. There's always new technologies. There's lots of questions the world is ever evolving. So if you get really did one of these presentations once and someone emailed me afterwards and they're like, Oh my goodness. And by the way, Sarah, you forgot to mention this feature or that feature. Love it. Absolutely love it. Feel free to reach out to me with your ideas and your inspiration. Um, I'm always open to them as well. And with that, I will wrap this up. Thank you so much for your time today. I appreciate the opportunity to speak with you and wish you the very best that life has to offer.

Presenter(s)

SK
Sarah Kay
Managing Partner
Kay Family Law PLLC

Credit information

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    • 1.0 general
    December 31, 2025 at 11:59PM HST Approved
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        • 1.0 general
        December 31, 2024 at 11:59PM HST Approved
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          January 10, 2025 at 11:59PM HST Approved
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                        • 1.25 general
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                                                • 1.25 technology
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                                                                                  Credits
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                                                                                                Available until

                                                                                                April 18, 2024 at 11:59PM HST

                                                                                                Status
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                                                                                                Credits
                                                                                                • 1.25 general
                                                                                                Available until

                                                                                                April 30, 2024 at 11:59PM HST

                                                                                                Status
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                                                                                                    Credits
                                                                                                    • 1.25 technology
                                                                                                    Available until

                                                                                                    April 1, 2025 at 11:59PM HST

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                                                                                                    Available
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                                                                                                    • 1.0 law & legal
                                                                                                    Available until

                                                                                                    April 19, 2028 at 11:59PM HST

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                                                                                                      Not Eligible
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