Small-Firm Technology Summer Bootcamp

Event Description

Deadline to Register: Wednesday, July 10, 2019

Free Professional Headshots for Attendees!


Technology touches more aspects of a law firm than ever — from client acquisition to case management, bookkeeping to legal research. Software that hastens routine tasks, eliminates chores, informs better decisions, and keeps work on track is more affordable and easier to adopt than ever.

For solo and small-firm attorneys, this is critical to remaining competitive in the marketplace, productive in your practice, financially secure...and sane. There’s too much work on the shoulders of micro-firm owners. But the promises of technology are only fulfilled when it’s implemented. And so often, that involves time, energy, and money already extremely limited in these small practices. You know tech can help you be more productive and profitable, but there’s a hurdle: it takes AGES to evaluate it all, and how it’ll work for YOU.

This bootcamp is for solo and small-firm lawyers who are ready to adopt the best legal technologies to grow and sustain their firms. Come for a half day. Carve out the time. And then take a game plan with actionable steps back to your practice. 

We’ll touch on everything from bringing in new clients through the front door to capturing more revenue in your back office, all with the help of technology that’s accessible and affordable. Tech-savvy? Tech-timid? No matter your experience with legal technology, you’ll learn something new.

This is your mid-year motivation. A July jumpstart. Join us!


8:00 AM Registration
8:30 AM How to Use Technology to Serve Clients, How to Innovate Better Client Service, and How Not to Confuse the Two (Sam Glover)
In this "roadblock-remover" workshop, Sam will remove some of the misunderstanding about technology and innovation, and then help attendees identify the biggest tech-related roadblock in their law practice, and come up with a plan to remove that roadblock over the next 90 days. You'll want to have something to write on and an internet-connected device (a smartphone is fine) for this session! 
9:30 AM Break
9:45 AM Cheap, easy tech that helps busy lawyers build better practice-management habits, ethically (Maddy Martin & Thomas Hamilton)
Some of the most helpful technologies are actually incredibly cheap. From online calendaring software to case research tools, email marketing programs to VOIP phone lines, project management tools to time tracking apps, Maddy and Thomas have the down-low on an essential set of cheap, effective, and ethical tools you can start using to better manage your practice, without draining your monthly budget. In fact, you should see productivity, quality cases, and profit margins increase. They'll recommend specific solutions that address common small-firm communications, operations, marketing, case work, and management issues, along with the (often minimal) labor you can expect when initially implementing these tools. You'll also learn how these tools improve firm oversight and client responsiveness to help you meet ethical obligations outlined in MNPC Rules 1.3 (Diligence) and 1.4 (Communication). It's far easier than you may think!
10:45 AM Stale Money - Beating the Collection Odds (Chelsey Lambert)
Aging accounts receivable can be the silent killer of a solo or small law firm. Days slip by and turn into weeks, then months. All the while the likelihood that you will be paid for your services gets smaller and smaller. By implementing a few strategic processes, you can not only reduce the amount of current AR you have. But also avoid future collections issues with clients. In this session we will cover, simple systems law firms can use to reduce Accounts Receivable backlog, and the technology available to help automate the process, ethically.
11:45 AM Break
12:00 PM LUNCH:
Strip Your Site: A deep dive under the hood for optimal SEO (Rob Williams)
Pop the hood and peek at the engine that's powering your SEO strategy. This session will help you diagnose, repair and avoid technical SEO pitfalls. Additionally, you'll learn when it's cost-effective to bring your website into the shop vs. purchasing a new rig, and how to manage your digital assets for each situation.
1:00 PM Wrap Up


Sam Glover 

Sam Glover: Sam is the founder of Lawyerist, the tribe of small-firm lawyers who are building the future of law practice. Lawyerist supports client-centered, future-oriented small firms with information, ideas, and community. Learn more and join your tribe at You can find Lawyerist on Twitter at @lawyerist.

Chelsey Lambert 

Chelsey Lambert: Author, Speaker, Founder and CEO of the Lex Tech Review
Legal Technology + Practice Management Specialist. On a mission to educate, equip and empower law firm entrepreneurs.
I matchmake lawyers with the technology and resources they need to build a business that runs itself, so they can focus on what they love.
As the Founder and CEO of Lex Tech Review and the Legal Technology Media Group. Chelsey and her team provide legal technology, marketing, and law practice management education to lawyers and staff all over the world. She also published the nearly 200 page 2017 Legal Technology Buyer’s Guide, the 2018 Law Firm Marketing Buyers Guide and several other publications. All of which aim to educate and save readers hours of research, headaches and costly mistakes.
Her career includes a combination of roles that give her a unique understanding of how solo to mid-sized law firms operate. From helping build legal technology products for lawyers, such as case management and payment processing software to serving as a practice management advisor and technology trainer for the Chicago Bar Association.
Don’t be surprised if you run into one of Chelsey’s various online courses, at a legal technology meetup or teaching a CLE at a bar association near you. She travels far and wide to fulfill her mission to help law firm entrepreneurs build better businesses so they can improve the quality of their life at home. | @ChelseyLambert |

Maddy Martin 

Maddy Martin is the head of growth and education for, a virtual receptionist & intake service for live calls and web chat. She has spent the last decade growing tech startups from New York to California, and has expertise in digital marketing, small business communications, lead conversion, email marketing, SEO, content marketing, social media, comarketing, and event marketing. Maddy can be reached at


Thomas Hamilton, VP of Strategy and Operations at ROSS Intelligence.

Rob Williams 

Rob Williams: As Vice President of Mockingbird, Robert oversees operations for the company's products and services. He has an extensive technical background across a variety of industries and developed Mockingbird’s comprehensive website technical audit. Prior to Mockingbird, Robert trained employees domestically and abroad in technical SEO tactics for the automotive industry. He received his degree in Economics from the University of Washington and lives with his wife, daughter and dog in the Seattle area. His dog, Henry, was nominated for the Lawyers of Distinction Top 10% Award in 2018, however, Henry was unable to afford the $700 annual subscription for the plaque.

CLE Credits:

4.0 CLE credit (3 standard, 1 Ethics) applied for | Event Code: 275161


MSBA Member:  $50.00
Non-Member:  $150.00 
Law Student: $25.00

Remote Participation: Instructions will be sent the day before the CLE.

If you cannot find the instructions, please check your junk or spam folder. If you did not receive the instructions, check your email receipt to confirm you are registered for this event. If you are registered and did not receive the instructions, email


Thank you to our sponsors:                        clientpay                       mockingbird

Register for this Event

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Pre-Registration is Closed

Friday, July 12, 2019

8:00 AM to 1:30 PM

Minnesota State Bar Association
600 Nicollet Mall #380
Minneapolis, MN 55402