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Our Favorite Tips for Small Firm Lawyers

Credit(s): 1 CLE Credits
Course Number: DL-636
Original Program Date: September 14, 2012
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  • Our illustrious panel will share 50 (but who’s counting?) of their favorite fun, useful and just plain awesome practice management and technology tips -- everything from the best apps for iPad and Droid to cool new gadgets. You won’t want to miss the last session of the day – you might pick up YOUR favorite new tip! Whether you’re a lawyer, legal assistant or office manager, there’s something for everyone!

    1 CLE Credits
    Steven J. Best

    Steven J. Best is an attorney and founding partner of the Affinity Consulting Group.  Affinity specializes in technology and management solutions for law firms and legal departments.  After practicing law for 11 years, Steve launched a new career in law practice management and legal technology.  He is now nationally known as an expert in legal technology including case management, time/billing/accounting, document assembly, document management, paperless office strategies and cloud based solutions.  Steve currently serves on the ABA Tech Show planning board and co-chairs the annual legal technology "show and tell" program for Georgia ICLE.  Steve is a frequent speaker and lecturer throughout the U.S. and Canada at various legal technology CLE programs

    Jim Calloway

    Jim Calloway is the Director of the Oklahoma Bar Association Management Assistance Program. He received his Juris Doctorate from the University of Oklahoma, where he was named to the Oklahoma Law Review. He publishes the award-winning law blog Jim Calloway’s Law Practice Tips at and has served as co-author of three American Bar Association books on law practice management, How Good Lawyers Survive Bad Times (with Ross Kodner and Sharon Nelson) and Winning Alternatives to the Billable Hour: Strategies That Work, Second and Third Editions (with Mark Robertson). Mr. Calloway also produces, with Sharon Nelson, the monthly podcast, The Digital Edge: Lawyers and Technology. This monthly podcast covers a number of legal technology issues and can be downloaded from or from iTunes. Mr. Calloway is a member of the American Bar Association where he served as chair of the ABA TECHSHOW 2005 Board, after serving on the TECHSHOW board for three previous years. He writes a column on practice management for Lawyers USA and writes a column on websites called Sites for Sore Eyes that appears alternatively in the GPSolo Magazine and the GPSolo Technology eReport. He also co-chaired the first two GP/Solo National Solo and Small Firm Conferences: October, 2006 in Milwaukee and October, 2007 in Philadelphia. He is an active member of the ABA Law Practice Management Section, has served on numerous section committees and previously served for six years on the ABA LPM Section Council. He is a member of the LPM section’s Law Practice magazine editorial board. He is also an active member of the ABA’s General Practice, Solo and Small Firm Division, where he serves on the Technology committee and Technology & Practice Guide Editorial Board. He has made hundreds of presentations on law office management, legal technology, ethics and legal business operations and has been inducted as a Fellow of the College of Law Practice Management. As a part of his duties with the OBA, he designed and now manages the OBA-NET, the official online service of the Oklahoma Bar Association, and manages the annual OBA Solo and Small Firm Conference. His weblog, Jim Calloway’s Law Practice Tips was named one of the top 100 “Websites for Lawyers by Lawyers” by the ABA Journal magazine in its Blawg 100 in 2007 and 2008 and was awarded the 2005 Technolawyer @ Award for Favorite Practice Management Blog. He also publishes, through his employer, the Starting a Law Practice Web Directory, online at In addition to the three American Bar Association books he co-authored, he was the author of chapters in the ABA books Effectively Staffing Your Law Firm (2009), Flying Solo, 4th Edition (2005) and Flying Solo, 3rd Edition (2001). Mr. Calloway has been a featured speaker at numerous events including the ABA Annual Meetings from 1999 through 2011, ABA TECHSHOW 2000-2007 and 2009-2012, LegalTech Toronto and Dallas 2000, Pacific Legal Tech 2006, ACLEA annual meetings in 2006 and 2012 and LegalTech New York 2006. He has done presentations for the National Association of Bar Executives and the National Council of Bar Presidents at their annual meetings. He has also spoken at state bar association meetings and seminars for the Colorado, Columbus (OH), Georgia, Indiana, Iowa, Kansas City, Louisiana, Maryland, Michigan, Mississippi, Missouri, Nebraska, New Mexico, New York, Ohio, Texas, South Carolina, Utah, Washington and Wisconsin bar associations, as well as conferences of the Virginia Trial Lawyers Association, the Law Society of Upper Canada, the Association of Legal Administrators, the International Association of Collaborative Professionals and the Association of Immigration Lawyers of America. His articles have been published in Lawyers USA, Law Practice magazine, Law Practice Today, Law Technology Today, Legal Management, Law Technology News, and GPSolo, as well as many state and local bar association publications. Mr. Calloway is also a member of the National Association of Bar Executives where he has chaired its Website Committee, Knowledge Management Committee and Member Services Forum. Before taking his present position with the OBA, he was in private practice for approximately sixteen years in south Oklahoma City and Norman, Oklahoma. He is a former President of the Cleveland County (Oklahoma) Bar Association. Many of his published articles in the Oklahoma Bar Journal are available for free online at

    Courtney G. Kennaday, Director, Practice Management Assistance Program

    Courtney Kennaday is the Director of the Practice Management Assistance Program at the South Carolina Bar. She graduated in 1989 from the University of South Carolina School of Law. Working in both large and small law firms – as an attorney, a law librarian, and a director of information technology – she shared her enthusiasm for technology with other lawyers. She authored the first article about the Internet to appear in South Carolina Lawyer magazine in 1996. She served as Chair of the South Carolina Bar Technology Committee from 1997 to 1999, during which time the Committee assisted the Bar in developing its Web page and in clarifying the ethics rules pertaining to email communications with clients. She continues to write and lecture on technology and ethics topics for lawyers, speaking to lawyers across the state and across the country. In 2007, she appeared at the Missouri Bar Solo and Small Firm Conference, the largest in the country. She appeared as a speaker at ABA TECHSHOW® in Chicago in five separate years. She is a member of the ABA Law Practice Management Section, where she was Vice-Chair of the Computer and Technology Division, and is a member of the ABA General Practice, Solo and Small Firm Section. Currently, she co-authors a regular column for lawyers, Sites for Sore Eyes, which appears in both the ABA GP Solo magazine and the online Technology eReport. She has been the Practice Management Advisor of the South Carolina Bar since 2002. In her position as PMA, she advises Bar members on technology, office management, and ethics. Her PMAP (Practice Management Assistance Program) web pages are among the most visited on the SC Bar website and were recently ranked number five by the ABA in the top six best state Bar resources in the country. One of her favorite things to do is to talk about law office technology.

    DescriptionPagesFile Size
    CKFavoriteTips.pdfNA646 KB
    JCFavoriteTips.pdfNA1 MB
    SBestFavoriteTips.pdfNA689 KB
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