Wed.Jan 15, 2025

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Mastering Client Visits:

Attorney at Work

There's nothing like meeting in person to help build client relationships. From setup to follow-up, tips for making the most of a client visit. The post Mastering Client Visits: appeared first on Articles, Tips and Tech for Law Firms and Lawyers.

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Failure to Cooperate Leads to Judicially-Imposed ESI Protocol

E-Discovery LLC

In Zarfati v. Artsana USA, Inc., 2025 WL 50373 (S.D. Fl. Jan. 8, 2025), the court resolved a dispute over an ESI Protocol. Essentially, it adopted the only option provided to it. Plaintiffs sought class certification discovery. They said that they have attempted to negotiate [with Defendant] an ESI protocol that will both efficiently identify relevant custodians, data sources, and search terms to ensure relevant information is produced in a usable format.

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Build Lasting Wealth: How Law Firm Owners Can Combat Lifestyle Creep

Attorney at Work

There's a hidden challenge facing successful lawyers: understanding and combating lifestyle creep. The post Build Lasting Wealth: How Law Firm Owners Can Combat Lifestyle Creep appeared first on Articles, Tips and Tech for Law Firms and Lawyers.

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Cyber, Business Interruption, Natural Disasters Listed as Top 3 Business Risks: Allianz

Insurance Journal

Cyber, business interruption and natural catastrophes are the top three risks that concern global businesses, according to the Allianz Risk Barometer 2025.

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The Tech-Savvy Paralegals Playbook: How To Leverage AI

Speaker: Allison Mears, Adela Wekselblatt, and George Socha

Artificial intelligence is reshaping the legal industry, and paralegals are at the forefront of this transformation. As AI becomes more integrated into legal workflows, paralegals can streamline their daily tasks, enhance efficiency, and add greater value to their firms and organizations. But what exactly does AI mean for paralegals today—and how can you leverage it to your advantage?

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OBSERVATIONS ABOUT CROSS EXAMINATION

Plaintiff Trial Lawyer Tips

GOALS OF CROSS EXAMINATION Lawyers sometimes fail to prepare for cross examination in the same way they do other parts of the trial. They just launch off without any particular objective other than an impeachment they have available. They just have a general sense they want to prove the witness is wrong or a liar. Thats why cross examination is often not only unsuccessful but, boring.

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California Expands Moratorium on Homeowners Insurance Cancellations and Non-Renewals

Insurance Journal

California Insurance Commissioner Ricardo Lara expanded emergency insurance protections for Southern California homeowners, adding new ZIP Codes to those already under a mandatory one-year moratorium on insurance non-renewals and cancellations.

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More Trending

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‘Epidemic’ of Hidden Cams? SC Workers’ Comp Lawyer Sued After Arrest for Videos

Insurance Journal

Two months after his law license was suspended and he was charged with illicitly filming renters at his beach property, a South Carolina workers’ compensation attorney now faces a civil lawsuit by one of the alleged victims.

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AI Contract Review Software in 2025 (Complete Guide)

Percipient

Manual contract review takes up a lot of timetoo much, really. The 2023 Enterprise Legal Management Report found that in-house counsel spends an average of 4.5 hours every day manually reviewing contracts. Thats nearly half the workday spent combing through clauses and double-checking for risks. AI contract review software is changing how legal teams handle this.

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Amazon Is Halting Some of Its Diversity and Inclusion Programs

Insurance Journal

Amazon.com Inc. is halting some of its diversity and inclusion programs, a move that coincides with activist pressure on US companies to abandon efforts to build a more diverse workforce.

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MyCase + LawKPIs: Improve Profitability and Optimize Operations With Automated Reporting

MyCase

Manual reporting is time-consuming and can hinder a firms ability to make informed decisions. Streamline your workflow, automate reporting, and gain real-time firm insights to drive smarter business decisions with the MyCase and LawKPIs integration. What Is LawKPIs? LawKPIs is a performance analytics platform that empowers law firms to make data-driven decisions with intuitive dashboards and reports to optimize firm performance.

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Uncovering The Hidden Connections: A Patent Family Survival Guide

Speaker: Andrew Klein

Are there mysteries lurking in your family tree? 🕵 No, not a long-lost half-brother - I'm talking about a patent family tree! IP paralegals need fast and easy ways to verify and report on essential data about foreign equivalents of US assets. Join us to master the global scope of key assets to support prosecution, portfolio management, litigation, licensing, competitive monitoring and more!

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Generali Near Deal With Natixis for Asset Management Venture

Insurance Journal

Assicurazioni Generali SpA and Natixis SA are close to a deal for a joint venture in asset management to cut costs and team up on distribution, according to people familiar with the matter.

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SCOTUS asks: Does the ADA permit a retiree to sue for benefits discrimination?

Legal Dive

A retired firefighter claimed that the terms of an employer-provided health insurance subsidy discriminated against her on the basis of her disability.

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Los Angeles Is on Edge as Strong Winds Keep Fire Danger Elevated

Insurance Journal

Los Angeles is bracing for critical wildfire conditions again as dry winds scour Southern California, creating the risk of more blazes in the wake of a disaster that has killed at least 24 people, driven thousands from their homes and …

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THE COSTS JUDGE OVER YOUR SHOULDER: MAXIMISING COSTS RECOVERY ON AN INTER PARTIES RECOVER – THE LITIGATOR’S ROLE: WEBINAR 23rd JANUARY 2025

Civil Litigation Brief

Detailed assessment usually takes place after attempts at settlement of costs have failed and there are some major differences between the parties. The webinar uses examples from reported cases to show where failures and omissions by the receiving party has.

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AI for Paralegals: Everything You Need to Know (and How to Use It Safely)

Speaker: Joe Stephens, J.D., Attorney and Law Professor

Ready to cut through the AI hype and learn exactly how to use these tools in your legal work? Join this webinar to get practical guidance from attorney and AI legal expert, Joe Stephens, who understands what really matters for legal professionals! What You'll Learn: Evaluate AI Tools Like a Pro 🔍 Learn which tools are worth your time and how to spot potential security and ethics risks before they become problems.

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With Help From Uber, New Group Seeks Reforms to Lower New York’s Insurance Costs

Insurance Journal

A new coalition with backing from Uber Technologies is launching a campaign to lower insurance costs for consumers and small businesses in New York State.

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Supreme Court says plaintiffs can amend suits to avoid federal removal

Legal Dive

The unanimous ruling suggests a tougher legal road for some corporate defendants when plaintiffs excise their federal claims.

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NHS Cyberattack in UK Inflicted Long-Term Harm on Patient Health

Insurance Journal

A cyberattack that paralyzed hospitals and clinics in London last year resulted in harm to dozens of patients, leading to long-term or permanent damage to their health in at least two cases, according to data obtained by Bloomberg News.

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3 ex-Wells Fargo execs fined $18.5M over fake-accounts scandal

Legal Dive

The Office of the Comptroller of the Currency banned the bank’s former community bank group risk officer for life, among other penalties handed down Tuesday.

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The New Way of Conducting Patent Research: Proven Strategies For Efficient Due Diligence

Speaker: Andrew Klein

Patent due diligence processes take too long. The information you need is publicly available but accessing it is often tedious & inefficient, requiring you to wade through dozens of PTO websites or for-free tools to gather what you need. Plus, it frequently occurs late in the game, leaving professionals under pressure, sifting through chaotic 100-page PDFs, and frustrated with poorly formatted information & patent numbers.

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Vermont Added 41 Captives in 2024

Insurance Journal

Vermont continues to grow its captive insurance industry. The Vermont Department of Economic Development (DED) has reported that 2024 was among Vermont’s top 10 highest years of growth since its first-in-the-nation captive enabling legislation in 1981.

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SEC Announces Chief Accountant Paul Munter to Retire From Federal Service This Month

Securities Docket

The Securities and Exchange Commission today announced that Chief Accountant Paul Munter plans to retire from federal service effective Jan. 24, 2025. Mr. Munter joined the agency in 2019, was named Acting Chief Accountant in 2021, and was appointed Chief Accountant in January 2023.

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People Moves: Lockton Re’s International P/C Division Names Moruzzi, Cope as Senior Brokers; Westfield Specialty Int’l Appoints Nugent, Beltran for Professional Indemnity

Insurance Journal

This edition of International People Moves details appointments at Lockton Re and Westfield Specialty International. A summary of these new hires follows here.

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SEC Charges Advisory Firm Navy Capital With Misrepresenting Its Anti-Money Laundering Procedures to Investors

Securities Docket

The Securities and Exchange Commission today charged Connecticut-based investment adviser Navy Capital Green Management, LLC with making misrepresentations related to its anti-money laundering (AML) procedures and for compliance failures. Navy Capital agreed to settle the SECs charges and pay a $150,000 civil penalty. The SECs order finds that, from at least October 2018 until January 2022, Navy Capital stated in offering and other documents provided to prospective and existing private fund inve

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Trellis Launches Trellis AI to Streamline Trial Court Litigation

Trellis AI leverages the largest repository of state trial court data to help litigators evaluate cases, automate brief drafting, suggest winning strategies, and more. Key components: Draft Arguments — Uses similar/successful motions in the Trellis database to generate arguments/citations for your motions seeking dismissal, summary judgment, etc. Case Assessment — Predict the likely outcomes of a case at any stage to help you decide to accept it, guide motion practice, make settlement offers, an

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Florida Appeals Court Upsets Applecart on Workers’ Comp Statute of Limitations

Insurance Journal

A recent decision and concurring opinion by a Florida appeals court may have upset years of practice and could raise costs for workers’ compensation insurers.

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SEC Charges BMO Capital Markets with Failing to Supervise Agency Bond Desk

Securities Docket

The Securities and Exchange Commission today charged registered broker-dealer BMO Capital Markets Corp. with failing to supervise employees who, from December 2020 until May 2023, sold mortgage-backed bonds using offering sheets and bond metrics that were misleading and did not accurately describe the characteristics of the collateral backing the bonds.

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Georgia Lawmakers to Take up School Safety, Hurricane Relief as Session Starts

Insurance Journal

ATLANTA (AP) Georgia Gov.

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SEC Charges Elon Musk for Violating the Beneficial Ownership Reporting Requirements of the Federal Securities Laws

Securities Docket

The Securities and Exchange Commission announced today that it has filed an action against Elon Musk alleging that he failed to timely file a beneficial ownership report with the Commission after acquiring beneficial ownership of more than five percent of the outstanding shares of Twitter, Inc. common stock, in violation of the beneficial ownership reporting requirements under the Securities Exchange Act of 1934 (Exchange Act).

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Trial Prep: What Attorneys Really Want (And How to Deliver It)

Speaker: Joe Stephens, J.D., Attorney and Law Professor

Get ready to uncover what attorneys really need from you when it comes to trial prep in this new webinar! Attorney and law professor, Joe Stephens, J.D., will share proven techniques for anticipating attorney needs, organizing critical documents, and transforming complex information into compelling case presentations. Key Learning Objectives: Organization That Makes Sense 🎯 Learn how to structure and organize case materials in ways that align with how attorneys actually work and think.

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Chicago Construction Billionaire Deepens Bet on Data Centers

Insurance Journal

Clayco, a Chicago-based builder led by billionaire Bob Clark, is positioning itself to grab for more of the boom in data centers.

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COST BITES 206: THE COURT WOULD NOT MAKE A SUBSTANTIAL ORDER FOR COSTS WHEN AN AMENDMENT TO A REPLY ABANDONS AN ALLEGATION OF FRAUD: (ALSO THE DANGERS OF PLEADING FRAUD WITHOUT SUBSTANTIVE EVIDENCE TO SUPPORT THIS)

Civil Litigation Brief

In Packer v Packer [2025] EWHC 27 (Ch) HHJ Paul Matthews (sitting as a High Court Judge) considered issues of costs after a claimant had amended a Reply to withdraw an allegation of fraud. The judge did not accept the.

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Colonial Shuts Largest US Gasoline Pipe to Investigate Leak

Insurance Journal

Colonial Pipeline Co. shut the largest US fuel pipeline Tuesday to investigate a potential leak in Georgia. The company’s Line 1 transports 1.5 million barrels a day of gasoline between Houston, Texas, and Greensboro, North Carolina.

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Maybe ESG Is Illegal Now – Bloomberg

Securities Docket

The way US federal law works is that there are only a few federal judges in the Fort Worth Division of the US District Court for the Northern District of Texas, and they are extremely conservative. The best-known is Judge Reed OConnor, who critics say has been a subject of forum shopping by conservative plaintiffs seeking a sympathetic court in challenges to federal policies.

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Visibility Into the Strategy & Supporting Documents of Major US Law Firms

Law Firm Intelligence by Trellis aggregates state trial court data across the Trellis platform enabling users to: look up a particular metric related to a specific law firm (such as, how many cases a law firm had or has against another law firm), and see the actual dockets and documents supporting the metric. Trellis data is maximized in a revolutionary and unique way to provide users an exclusive look into a law firm litigating in state trial courts.