30
WINTER 2013-2012 BC Legal Management Association www.BCLMA.org Member Services: [email protected] A newsletter to help our Members, Representatives, Affiliates and partners stay current with the business of law Winter 2013-2012 BC Legal Management Association By Charlotte Hoggard, CGA, CFI; Principal, T. Charlotte Hoggard Inc., of Victoria U nder the previ- ous provincial sales tax, known as the Social Service Tax Act (SSTA), legal fees were a taxable service. This tax status re- turns effective April 1, 2013 with the new Provincial Sales Tax Act (PSTA). Legal ser- vices will again be subject to provincial sales tax (PST) at a rate of 7%. Legal services are defined in the legisla- tion (PSTA, Part 1, Division 1) to be: (a) services that come within the meaning of the practice of law under the Legal Profession Act, (b) services described in section 18 of the No- taries Act, and (c) legally related services prescribed as legal services, ... though services rendered as an em- ployee are excluded. It’s clear that lawyers or law firms offer- ing legal services in BC must register for BC’s newest incarnation of the PST in the next three monts. REGISTERING FOR BC PST Though the BC PST does not begin un- til April 1, registration opened earlier this month, on January 2. The various registra- tion option methods are: Wicca-pedia Quiz! Our intrepid You Be the Judge columnist, Paula Butler of Butler Workplace Solutions, has three delicious puzzles for law-firm administrators and HR managers. But be wary of answers for the Wicca’d Witch, Ms Bully and Mr Shortchanged. Get one wrong, and it could blow up in your face! Page 6 Winter 2013-2012 • Stepping back to the future as the new PST and GST replace the HST in April . . . . . . . . . . . . . . . . . . . 1 • Goodbye, Stephanie . . . . . . . . . . . . . . . . . . . . . . . . . 1 • Law Society’s paralegal reforms aim to improve access to justice . . . . . . . . . . . . . . . . . . . . . . . . . . 9 • Some law firms think you can improve both quality and profit . . . . . . . . . . . . . . . . . . . . . . . . 11 BCLMA 2013 schedule of annual surveys . . . . . . . . 13 • Photo Essay! 80 attendees to ‘Change Conference’ busy with packed agenda, networking, trade show . . 14–16 • How to tap the power of search engines to market your firm on the Internet . . . . . . . . . . . . . . . . . . . 18 • Event Announcement: Gotcha! CLEBC presents Electronic Discovery 2013 . . . . . . . . . . . . . . . . . 20 • Content Marketing: You already know how it’s made, but you’re using new digital channels to distribute it . . . . . . . . . . . . . . . . . . . . 22 • Photo Essay! Winter Social: Prelude to cool Yule proves popular once again, as attendance continues to rise . . . . . . . . . . . . . . . . . . . . . . 24–26 • Volunteer Hero Awards: Lisa Dawson turns ideas into reality while volunteering at the BCLMA . . . . .27 • How to: Strengthen your firm’s brand with attention-grabbing images . . . . . . . . . . . . . . . . . . 28 BCLMAs Member & Newsletter Services . . . . . . . . . 2 • Cartoon Feature: The Firm . . . . . . . . . . . . . . . . . 2 • You Be The Judge, by Paula Butler: Answers in the Case of the Case of Mommy Dearest, plus the new Case of the Wiccan Celebrant (and two other puzzles) . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 • Making the Moves . . . . . . . . . . . . . . . . . . . . . . . . 14 • Save These Dates . . . . . . . . . . . . . . 13, 14, 19, 24 BCLMAs Executive & Subsection contact info . . . . . 30 By Bob Waterman, Chair, Topics Editorial Committee, BCLMA I n your life, you meet and come to know some really special people. We all do. One of mine is Stephanie Marsh. I met Stephanie in a tree in Stanley Park in 2001. I was in the process of tak- ing a new position – in Alberta – so I was leaving British Columbia. It was my last Topics meeting, and it was Stephanie’s first. For you old timers who may still have the November 2001 edition of the last printed newsletter, the members of the then–Topics Committee decided to have their picture taken in Stanley Park. The lo- cation was the hollow tree, well before the $150,000 metal brace was installed. My next meeting with Stephanie was in 2007. I was invited to a lunch by an old Al- berta administrator friend, Ernie Gau- vreau. Ernie and I go back more than 30 years. I had just joined Richards Buell Sutton LLP in Vancouver. Being naïve, I suspected Ernie asked Goodbye, Stephanie to Page 4 A SPECIAL CONTRIBUTOR TO THE BCLMA TAKES HER LEAVE Good Bye, Stephanie Back to a PST future to Page 2 SOME FIRMS COULD BE DEALING WITH THREE LAWS, REGISTRATION NUMBERS AND TAX FORMS Stepping back to the future as BC’s new PST and GST replace the HST in April Stephanie Marsh Charlotte Hoggard

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Page 1: Stepping back to the future as BC’s new PST and GST ...bclma.org/wp-content/uploads/BCLMA-Topics-2013-1Winter.pdf · sales tax, known as the Social Service Tax Act (SSTA), legal

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

A newsletter to help our Members, Representatives, Affiliates and partners stay current with the business of law ✦ Winter 2013-2012

B C L e g a l M a n a g e m e n t A s s o c i a t i o n

By Charlotte Hoggard, CGA, CFI;Principal, T. Charlotte Hoggard Inc.,of Victoria

Under the previ-ous provincial

sales tax, known asthe Social Service Tax

Act (SSTA), legal feeswere a taxable service.

This tax status re-turns effective April1, 2013 with the newProvincial Sales Tax Act (PSTA). Legal ser-vices will again be subject to provincial salestax (PST) at a rate of 7%.

Legal services are defined in the legisla-tion (PSTA, Part 1, Division 1) to be:

(a) services that come within the meaning of

the practice of law under the Legal Profession Act,

(b) services described in section 18 of the No-

taries Act, and

(c) legally related services prescribed as legal

services,

... though services rendered as an em-ployee are excluded.

It’s clear that lawyers or law firms offer-ing legal services in BC must register forBC’s newest incarnation of the PST in thenext three monts.

REGISTERING FOR BC PSTThough the BC PST does not begin un-

til April 1, registration opened earlier thismonth, on January 2. The various registra-tion option methods are:

Wicca-pedia Quiz!Our intrepid You Be theJudge columnist, Paula Butlerof Butler Workplace Solutions,has three delicious puzzles forlaw-firm administrators andHR managers. But be waryof answers for the Wicca’dWitch, Ms Bully and MrShortchanged. Get onewrong, and it could blow upin your face! Page 6

Winter 2013-2012• Stepping back to the future as the new PST and GST

replace the HST in April . . . . . . . . . . . . . . . . . . . 1• Goodbye, Stephanie . . . . . . . . . . . . . . . . . . . . . . . . . 1• Law Society’s paralegal reforms aim to improve

access to justice . . . . . . . . . . . . . . . . . . . . . . . . . . 9• Some law firms think you can improve both

quality and profit . . . . . . . . . . . . . . . . . . . . . . . . 11• BCLMA 2013 schedule of annual surveys . . . . . . . . 13• Photo Essay! 80 attendees to ‘Change Conference’ busy

with packed agenda, networking, trade show . . 14–16• How to tap the power of search engines to market

your firm on the Internet . . . . . . . . . . . . . . . . . . . 18• Event Announcement: Gotcha! CLEBC presents

Electronic Discovery 2013 . . . . . . . . . . . . . . . . . 20• Content Marketing: You already know how

it’s made, but you’re using new digital channels to distribute it . . . . . . . . . . . . . . . . . . . . 22

• Photo Essay! Winter Social: Prelude to cool Yule proves popular once again, as attendance continues to rise . . . . . . . . . . . . . . . . . . . . . . 24–26

• Volunteer Hero Awards: Lisa Dawson turns ideas into reality while volunteering at the BCLMA . . . . .27

• How to: Strengthen your firm’s brand with attention-grabbing images . . . . . . . . . . . . . . . . . . 28

• BCLMA’s Member & Newsletter Services . . . . . . . . . 2• Cartoon Feature: The Firm . . . . . . . . . . . . . . . . . 2• You Be The Judge, by Paula Butler: Answers

in the Case of the Case of Mommy Dearest, plus the new Case of the Wiccan Celebrant (and twoother puzzles) . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

• Making the Moves . . . . . . . . . . . . . . . . . . . . . . . . 14• Save These Dates . . . . . . . . . . . . . . 13, 14, 19, 24 • BCLMA’s Executive & Subsection contact info . . . . . 30

By Bob Waterman, Chair, TopicsEditorial Committee, BCLMA

In your life, you meet and come to knowsome really special people. We all do.

One of mine is Stephanie Marsh. I met Stephanie in a tree in Stanley

Park in 2001. I was in the process of tak-ing a new position – in Alberta – so I wasleaving British Columbia. It was my lastTopics meeting, and it was Stephanie’sfirst.

For you old timers who may still havethe November 2001 edition of the lastprinted newsletter, the members of thethen–Topics Committee decided to have

their picture taken inStanley Park. The lo-cation was the hollowtree, well before the$150,000 metal bracewas installed.

My next meetingwith Stephanie was in2007. I was invited toa lunch by an old Al-

berta administrator friend, Ernie Gau-vreau. Ernie and I go back more than 30years. I had just joined Richards BuellSutton LLP in Vancouver.

Being naïve, I suspected Ernie askedGoodbye, Stephanie fl to Page 4

A SPECIAL CONTRIBUTOR TO THE BCLMA TAKES HER LEAVE

Good Bye, Stephanie

Back to a PST future fl to Page 2

SOME FIRMS COULD BE DEALING WITH THREE LAWS, REGISTRATION NUMBERS AND TAX FORMS

Stepping back to the future as BC’s newPST and GST replace the HST in April

Stephanie Marsh

Charlotte Hoggard

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Online – at eTaxBC;•In person – at your local Service BC•

Centre, or at 1802 Douglas Street in Vic-toria; or

By fax or mail.•Registration forms, entitled Application

for Registration for Provincial Sales Tax (FIN418) are available from the BC Ministryof Finance, any Service BC Centre andon the website www.gov.bc.ca/PST. Oncethe Ministry approves your application, aletter will be sent with your PST number(format PST #### ####) and your tax-re-turn filing schedule.

If you have any questions, the min-istry’s contact is, toll-free, at 1-877-388-4440 or email at:[email protected]

CHARGES INCLUDED IN ‘LEGAL SERVICES’The PSTA, in subsection 20(2), says

the following are considered taxable legalservices:

(a) the fees and charges, other than those pre-

scribed as excluded,

(b) disbursements for legal research or secre-

tarial and other support services, and

(c) other prescribed disbursements…

... which are charged for or in relationto legal services.The general prac-

tice should be to calculate BC PST on allcharges, and only exclude those in whichthe lawyer has acted as an agent for theclient.

Where the lawyer has acted as anagent in paying the legal expenses of theclient, these amounts should be recordedas an account receivable, including anytaxes incurred in the payment of theseamounts. Any taxes paid as an agent arenot the expense of the agent but the prin-cipal for whom the agent is acting and

WE FINALLY FIGURED OUT HOW THE HSTWOR

KS!!

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org

WINTER 2013-2012

Editor: Stephanie MarshEditorial Committee: Bob Waterman (Chair), Lorraine

Burchynsky (Topics Advertising), Paula Butler, AnnHalkett, Sunita March, Pelar Davidson, Peter Morgan.

Committee administrative support: Jane Kennedy.

Managing Editor, Designer: Peter Morgan

This issue and the newsletter’s archive are all availablein PDF format at: www.BCLMA.org

Editorial © 2013 BCLMA, CANADA

Published by: MORGAN:NewsServiceswww.Morgan-News.com

BCLMA President: Cindy Hildebrandt

Who we are

The BCLMA, founded in 1972, is a non-profit organiza-tion with 120 Representatives and 240 Affiliates acrossBC. It is the BCLMA’s goal to provide educational andnetworking opportunities, to enhance skills as legal ad-ministrators and managers, and to provide professionaland personal benefits to its registrants.

Member services:

G Opportunities to network with other law firm admin-istrators and managers are provided by events such as ourannual Spring and Winter socials, or our monthly subsec-tion meetings.We host an annual Managing PartnersEvent, and a large conference every other year.

G The Job Bank on our website outlines informationon potential employment opportunities for all types oflegal-related and lawyer positions.

G The Discussion Board on our website enables Rep-resentatives and Affiliates to quickly get questions an-swered and obtain advice from others who may havefaced similar situations. The best way to get involved isto become a part of the BCLMA.

Newsletter services:

Topics is a public newsletter. We will be pleased to addyou to our email list for it. Please contact the EditorialCommittee Chair, or any member of the Editorial Com-mittee listed on the back page, for comments on any ofthese articles or to offer suggestions for articles in future is-sues, or for adjustments to the circulation list. Commentsare always welcome.

Reproduction rights:

Topics is copyrighted, however we encourage you to cir-culate or copy this newsletter unmodified for your owninternal or private use. You may freely quote any articleor portion of article, but it must be accompanied by attribution. Quoting any article or portion of article with-out attribution is prohibited.

The newsletter, its contents or its material may not besold, intact or modified, nor included in any package orproduct offered for sale.

BC Legal Management Association

2Topics

THE FIRM

“UM... GUYS...”

Back to a PST future fl to Page 5

GRAH

AMM

ORGA

CAN

ADA,

201

3

PST LAWS

PST QUICK

PST REGSPST SHO

RTS

PST WTF?

PST NOTES

PST FAQS

PST TRICKS

Back to a PST future fl from Page 1

C O N G R AT U L AT I O N S T E A M !

More to comeThis may not yet be the full extent of the PST

requirements for law firms. The BC

government promised to have the Regulations

of the new Provincial Sales Tax Act

published by last December 31, and they’re

not out yet as we write this. The Act itself

was approved by the legislature last May 31.

Although the Act itself is law, there are

already amendments proposed for it, and they

are not expected to be approved until the spring

session of the BC legislature, and they may yet

be adjusted. To that end, the government has

published a consolidated version with the

proposed amendments to date, in PDF format.

You can download it here:

http://tinyurl.com/ax8z726

– Editor

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AT RICOH, WE GO BEYOND THE PRINTED PAGE.For a company to prosper in today’s information-rich society, intelligence must be at the heart of its business plan. That’s why Ricoh offers a host of enterprise-wide solutions, each geared toward the intelligent handling of your bottom line drivers.

Don’t buy a machine that prints paper. Buy a solution that lets you talk to the world.

DOCUMENT MANAGEMENT

FAC I L I T I ES MANAGEMENT

OFF I CE EQU IPMENT

MANAGED DOCUMENT SERVICES

RICOH.CA

BUY INTELLIGENCE.

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

Page 4: Stepping back to the future as BC’s new PST and GST ...bclma.org/wp-content/uploads/BCLMA-Topics-2013-1Winter.pdf · sales tax, known as the Social Service Tax Act (SSTA), legal

me to lunch to welcome me back to BC. You know the term, “There is no free

lunch.” I arrived at the restaurant, sur-prised to discover that Ernie had invited aguest who turned out to be StephanieMarsh. Here is where the no-free-lunchkicked in.

I learned that Stephanie was going tobe the incoming president of BCLMA. Shewas also the current chair and editor ofTopics, but she felt she could not be thechair of the Topics Editorial Committeeand editor of Topics as well as BCLMA’spresident.

They invited me to this “free” lunch topersuade me to chair the Topics EditorialCommittee. It’s a constantly fascinatingjob, and I said I would consider the offer,but only on the condition that Stephaniewould remain on the Committee as theeditor. Stephanie told me she had no in-tention of dropping the editorial positionas that was one of her passions. Relieved,I accepted the challenge.

That was almost six years ago now.

Stephanie went on tobecome the Presidentof BCLMA and, infact, she was so goodat it that she re-mained in that toughvolunteer job for twoyears.

Towards the endof her second term,

Stephanie came to me and said she hadsomething to tell me. She told me she hada great opportunity to advance her careeroutside of law by accepting an offer towork for KPMG. My heart sank at hernews; I was sure that she was going to re-sign as Topics editor. I waited for my dreadto play itself out, so I was elated when shetold me, that even though she would nolonger be a member of BCLMA, shewould like to stay on as chair of Topics.Stephanie has an extraordinary network ofpeople within the legal industry.

I told her I would think about it… No,that is not what I said; I did not have tothink about it.

Life went on. Stephanie, as you, con-stant reader, know well, continued to do aterrific job editing Topics as well as playinga major role in working with its EditorialCommittee, planning, discussing, choos-ing – and, in some cases, writing the arti-cles. We’ve all have had the benefit of herextended volunteer work for the BCLMA

over all these years. Stephanie is one of those special peo-

ple, the ones who, when they say they willdo something, never fail you. She givesher all, and then some. She has pouredher blood, sweat and tears into makingTopics better every year for 11 years now.

I have never seen her upset. She is aterrific diplomat and is capable of resolv-ing any issue that arises and ensuring thatall sides come away winners. She does allof this with a cheery personality, a drysense of humour and a brilliant smile onher face. She just makes everybodyaround her feel good.

Well my day of dread has finally come.Stephanie has only begun to climb her ca-

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

4TopicsGoodbye, Stephanie fl from Page 1

Bob Waterman

ARLYN RECRUITING�

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Contact our team today!

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Goodbye, Stephanie fl to Page 5

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reer’s ladder of success. Because of hertalent and capabilities, she received a pro-motion within KPMG’s larger corporatestructure. Unfortunately for Topics and theBCLMA, for all of us here in BC whocame to know her, that opportunity is inOttawa.

This is her last issue. She packed upher home, shipped her car and transport-ed her dog, all shortly before Christmas.We really are losing Stephanie this time.

The BCLMA has published Topics forover 25 years; many BCLMA/VALA mem-

bers have served on its Editorial Commit-tee. Many have made stellar contributions,and will continue to do so. Stephanie cer-tainly will go down in history as one ofthose stellar contributors.

From me and from all those on thecurrent Editorial Committee below whohave endorsed these sentiments: All thebest, Stephanie, and thanks for leavingyour indelible mark on Topics for morethan a decade.

Above all, thanks for being our specialfriend.

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

5TopicsGoodbye, Stephanie fl from Page 4

My company’s name has changed to better reflect

the work our team does.

Butler Workplace Solutions represents the expertise

that my firm provides as we develop innovative

solutions for you, using labour law and employ-

ment law to your advantage. That hasn’t changed.

My team and I look forward to working with you

soon to provide a great solution in your workplace.

New NameSame Innovative Solutions

Paula Butler, LL.BBarrister & Solicitor

[email protected]

T 604.782.0373

Paula Butler Law Corporation

www.ButlerWorkplaceSolutions.com

New NameNew Name

that my firm provides as we develop innovative

orkplace Solutions represents the expertiseButler W

the work our team does.

s name has changed to better reflectMy company’

Same Innov

that my firm provides as we develop innovative

orkplace Solutions represents the expertise

the work our team does.

s name has changed to better reflect

ative SolutionsSame Innovative Solutions

soon to provide a great solution in your workplace.

My team and I look forward to working with you

ment law to your advantage. That hasn’

solutions for you, using labour law and employ

.ButlerWwww

soon to provide a great solution in your workplace.

My team and I look forward to working with you

t changed.ment law to your advantage. That hasn’

-solutions for you, using labour law and employ

orkplaceSolutions.ButlerW

Barrister & Solicitor LL.B,aula Butlerr,P

.comorkplaceSolutionsButlerW@PButler

T 604.782.0373

.comorkplaceSolutionsPaula Butler Law Corporation

are, therefore, not an eligible expense ofthe lawyer or the law practice.

This type of accounting would differfrom where a lawyer purchases for resup-ply, or resupplies items they have pur-chased. Goods resupplied would berecorded as both revenue and expense,with taxes collected and any creditsclaimed.

SOCIAL SERVICE SAX ON CONTINGENTFEES EARNED PRIOR TO JULY 1, 2010

Law firms were able to defer paymentof the old Social Service Tax (SST) on con-tingent fees earned prior to July 1, 2010by registering these fees with the province.

As the contingent conditions havebeen removed, the law firms have beenremitting the SST as the fees became re-ceivable. The fees were paid to theprovince under the old SST number andform. This will continue until these con-tingent fee arrangements are complete.Do not remit or record this SST on thenew PST returns.

So on a temporary basis, firms withhistoric contingent fees could have threedifferent filing account numbers and befiling GST returns, BC PST returns andold SST returns.

The changes are effective April 1,2013 with the ending of the BC HST anda return to a BC PST.

Charlotte Hoggard has had her own practice, T.

Charlotte Hoggard Inc., since 2006. It focuses

exclusively in the areas of Canadian sales tax

and forensic consulting. It also helps organiza-

tions and individuals with sales-tax issues. She

became a Certified General Accountant in 1992

and a Certified Forensic Investigator in 2000.

Her attention concentrated on the area of sales

tax when she left public practice to join the feder-

al government as it introduced the GST. After

10 years as auditor, investigator, author and

trainer, she returned to public practice with

KPMG, where she was a senior manager and

practice leader. She has been a member of the

board of several non-profit and charitable organi-

zations, including National Director of the Certi-

fied Forensic Investigators of Canada. Email:

[email protected] or by phone in Victo-

ria: 250.386.6611.

Back to a PST future fl from Page 2

Bob Waterman

Jane Kennedy Lorraine Burchynsky Paula Butler

Sunita March Ann Halkett Peter Morgan

Page 6: Stepping back to the future as BC’s new PST and GST ...bclma.org/wp-content/uploads/BCLMA-Topics-2013-1Winter.pdf · sales tax, known as the Social Service Tax Act (SSTA), legal

Andrea is a recent paralegal grad who has beenworking at Williams, LaMarche for six months,

her first job out of college.

Towards the end of Andrea’s six-month probationary peri-od, you sit down with her to provide a performance evalua-tion. You tell Andrea that she has been doing an adequate

job, and has passed her probationary period, but thatshe needs to make some improvements in her per-formance. In addition, she will not be getting a wage

increase until her performance improves. You tell Andrea that she must complete

assignments when they are due – she hasbeen late with important tasks on more thanone occasion – and she needs to be more

careful about how much time she takes forlunch and coffee, because she is not meeting her

billable-hours target. Andrea seems upset by theconversation, but says only that she will try harder.

The following Monday, you arrive at work at 8

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

6Topics

HOW TO BE OUR JUDGEWhen you’ve read the new scenario, click on this link

to let us all know what you would do:

www.BCLMA.org/resources/newsletters/topics/response.cfm

Only your response, not your name, is revealed to oureditors.

Next edition, we’ll print a selection of responses, com-bined with Paula’s commentary and perspective.

We’ll also provide you with a brand-new scenario to in-trigue and challenge you.

JUDGE! Read our new scenario, then tell us how you’daddress it. Your response will bereviewed by labour lawyer PaulaButler. Contributions by you andPaula will help you and your col-leagues in the BCLMA solve diffi-cult issues they might encounterin their firms.

ANONYMOUS! Your response is100% anonymous, even to theEditors – unless you sign yourname in the Response form. Andwhy would you sign your name?

WIN! If you sign your name, you’ll become eligible towin a $25 gift certificate to London Drugs. And you stillremain anonymous to our readers! We never publish win-ners’ names.

YOU BE THE JUDGE

By Paula Butler, LL.B

You be the Judge fl to Page 8

PAULA BUTLER’S ADVICE ON LASTISSUE’S ‘THE CASE OF MOMMYDEAREST’

RON

SUM

NERS

BURA

KÇA

KMAK

PAULA’S CHALLENGING NEW SCENARIO…

THE CASE OF THE WICCAN CELEBRANT(AND TWO OTHER PUZZLES)

Here are three true-or-false questions. Get all three correctand briefly tell us why you think so. You’ll receive a gift

card at Starbucks! You are the Office Manager. How do you answer?

Question 1: Susan, a senior lawyer at yourfirm, has a terrible temper and goes through sup-port staff fast. Her current legal assistant, Pauline, isgoing on stress leave after providing you as HRchief with a note from her psychiatrist stating thatPauline now suffers from an anxiety disorder as aresult of Susan’s workplace behaviour. Pauline tellsyou that she can no longer put up with Susan’s bul-lying, and that she will not return to work untilsomething is done about Susan. Pauline also tellsyou that she has filed a claim with WorkSafeBC, and that theywill call you to investigate her claim regarding Susan’s bullying.If WorkSafeBC finds that Susan has been bullying Pauline,Pauline is eligible for compensation through WorkSafeBC –True or False?

Question 2: Mary Ellen, your new reception-ist, approaches you to ask for two days off this year.As a follower of Wicca, the modern pagan reli-gion, Mary Ellen explains that the two days are par-ticularly important Sabbats in the group with whichshe worships, and that she needs the days off for cel-ebration. Under your firm’s rules, she is not al-lowed to take any vacation until after the two daysshe’s requested. You do not have an obligation totry to accommodate these days off, even withoutpay – True or False?

Question 3: John, a mailroom worker at yourfirm, was called for jury duty last March, which be-came leave for a murder trial that lasted ninemonths. He returned to work last month, and the firm nor-

mally does performance evaluations and wage increasesin January. As a result of John’s absence, you decidenot to evaluate him because of the absence, andyou also decide that you are not going to give him

the 2% increase that you are giving other supportemployees for the same reason. John is upset withyou, but you know that your decision is the rightone, and there is nothing he can do about not

getting an increase – True or False?

‡‡

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WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

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a.m. and a woman is waiting for you in thereception area. It is Andrea’s mother, de-manding to speak to you about the “unfairtreatment” of her daughter.

You are the Office Manager. What do you do?

READER RESPONSEI would explain to her that as an adult and a

professional, if her daughter has something to say

about her performance evaluation she should be

speaking with management personally.

I would explain that it would be unprofes-

sional of me to discuss this matter with anyone

but her daughter.

Hi, this is Paula.I think your approach is correct. The

firm’s relationship is with Andrea, not hermother.

Much has been written about the so-called helicopter parents of the currentgeneration of teens and young adults, whohover over their children long past the ageof appropriateness.

I have two clients who have had to facethis scenario in the last few years, howev-er, and my guess is that these types of en-counters will become more common.

In the current scenario, and as younote, the mother needs to be told that ifher adult child, Andrea, is unhappy withsome aspect of her employment, sheneeds to go directly to management to dis-cuss it.

It is unprofessional – and potentially abreach of confidentiality – to discuss An-drea’s employment with her mother, par-ticularly if the mother has gone to the firmwithout her daughter’s knowledge or consent.

I also suggest you talk to Andrea. Lether know that her mother came to the of-fice, and explain that you will not speak with

her mother about Andrea’s employment. If Andrea asked her mother to go to the

firm, she likely will not do that again. If An-drea was unaware of her mother taking theaction she did, on the other hand, Andreamay then ask her mother to not do it again.

Either way, hopefully, Andrea’s moth-er will not arrive at the office again expect-

ing to discuss her daughter’s job performance.

Don’t forget to respond to Paula’s latest HR

challenge, because we’d like to know what you

would do in her new scenario, The case ofthe Wiccan celebrant (and two other puzzles), on page 6!

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

8You be the judge fl from Page 6

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by Bruce LeRose, QC; President ofthe Law Society of BC for 2012

Lowering the barriers to accessing jus-tice is a fundamental challenge for

Canada’s legal community. In her comments at the Canadian Bar

Association’s 2012 annual conference inVancouver, the Right Honourable BeverleyMcLachlin, PC, Chief Justice of Canada,said there was, in fact, no greater challenge.

“In the past, I’ve spoken about how ac-cess to justice on both the civil side andcriminal side is the most pressing problemour legal system faces,” said McLachlin.“Happily, however, many of us who areconcerned by the gravity of the situationare actually doing something about it.”

The Law Society of British Columbiacounts itself as one of the many legal-sys-tem stakeholders taking steps to help low-er those barriers.

In the past, we have implementedchanges that allow lawyers to unbundletheir services and assist clients with a partof a case, instead of the entire matter. Wealso allow articled students to performmany of the same services as lawyers, pro-viding another lower-cost option for clients.

Our latest step is to expand the scope ofduties some paralegals can provide. Desig-nated paralegals can now give legal adviceand make limited courtroom appearances.

The Benchers earlier approved rulechanges that allow supervising lawyers to“designate” competent, qualified para-legals, permitting those designated para-legals to take on an expanded role.

First, designated paralegals are permit-ted to give legal advice directly to clients,in any area of law. For example, a desig-nated paralegal could provide oral adviceduring a meeting, or draw up a contractor a will and provide it directly to theclient.

In any matter where a supervisinglawyer deems a designated paralegal capa-ble of providing a particular legal service,and the client consents, the paralegal canwork directly with the client.

This provides a two-fold benefit offreeing up a lawyer’s time for other mat-

ters, and providing clients with a lowercost option for legal services.

The Law Society’s second initiative isthe designated paralegals pilot project,now underway in both BC Supreme andProvincial Court.

The pilot project allows designatedparalegals to make limited appearances incertain court registries to deal with proce-dural applications in family law, mostly ofa non-contentious nature.

The Supreme Court is participating in

the Vancouver, Kamloops and NewWestminster registries. The ProvincialCourt is participating in Surrey and theCariboo/Northeast district. The pilot pro-ject will run through December 31, 2014.

In Provincial Court, designated para-legals may appear to deal with uncontest-ed first appearances, uncontested consentorders requiring attendance before ajudge, and uncontested applications forpaternity testing.

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

9TopicsPARALEGAL STATUS

Law Society’s paralegal reforms aim to improve access to justice

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In Supreme Court, designated para-legals may speak to uncontested renewalsof notice of family claim, uncontested ap-plications for alternative methods of ser-vice, and applications for which notice isnot required.

More information, including a com-plete list of applications designated para-legals may address, is available on the LawSociety’s website.

THE ROLE OF LAWYERSLawyers who supervise designated

paralegals must follow the rules and guide-lines in the Code of Professional Conductfor BC (BC Code) and the Law SocietyRules. Some general guidelines to remem-ber are that lawyers are responsible for theactions and conduct of the paralegals theysupervise, and it is the lawyer’s responsi-bility to ensure the designated paralegal isproperly trained and qualified. The LawSociety will hold lawyers responsible forany mistakes made by a paralegal. Eachsupervising lawyer is permitted to overseea maximum of two designated paralegals.

If a designated paralegal appears incourt, he or she will be required to pre-sent an affidavit from the supervisinglawyer on first appearance. It will state:4 The paralegal has the training and ex-

perience to carry out the task at hand;4 The paralegal’s application and materi-

als have been reviewed by the lawyerwith the paralegal;

4 The client consents to the paralegalspeaking to the application;

4 The lawyer knows of no facts thatshould be brought to the attention ofthe court that are not in the materialfiled;

4 The lawyer should sign a draft of theproposed order sought.In addition, the supervising lawyer

should be available to the designated para-legal by telephone on the day of the application.

If a designated paralegal provides legaladvice to a client, there are additionalguidelines to be followed. Lawyers shouldengage in file triage to determine whethera matter should be dealt with by a particu-lar designated paralegal, given their knowl-edge and experience. Supervising lawyers

should also be available to provide assis-tance when required.

EVALUATING THE REFORMSThe Law Society will track the para-

legal initiative over the next two years.The evaluation will happen in two

streams. The first will measure the uptakeof the reforms and collect information re-garding cost savings and client satisfaction,through the Annual Practice Declarationand a survey. The purpose is to better de-termine the access to justice benefits.

The second evaluation will focus onprotection of the public. The Law Societywill track and analyze complaints arisingfrom a lawyer’s use of designated para-legals. A sub-file will be created within thelawyer’s file tracking several things, includ-ing the name of the designated paralegal,what function he or she was performing,and whether the lawyer was supervising oneor two designated paralegals at the time.

It is anticipated data will be analyzed atthe end of 2013, and again at the end ofthe pilot project.

The information will be helpful in de-ciding whether to modify the cap of twodesignated paralegals per supervisinglawyer, and in determining whether theLaw Society has balanced its responsibilityto protect the public, while improving ac-cess to justice.

Bruce LeRose, QC was the 2012 President of

the Law Society, and wrote this article shortly be-

fore his term ended. A Bencher of the Law Society

since 2004, LeRose is currently the Chair of the

Executive Committee, Governance Review Task

Force, Appointments Subcommittee and Litiga-

tion Subcommittee. He is also a member of the

Special Compensation Fund Committee.

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

10TopicsParalegal reforms fl from Page 9

The Law Society of BC’s 2012 president, Bruce LeRose, left, with BC Chief Justice, Lance Finch

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By Mitch Kowalski, author

Author F. Scott Fitzgerald was notknown for his legal knowledge, but

his advice to legal writers is nonethelessvalid: “One doesn’t write a book becauseyou want to say something. One writes abook because you have something to say.”

If you’ve been part of the legal profes-sion for any length of time, you’ve likelyseen things that drive you – and yourclients – bonkers.

For starters, we’ve enslaved ourselvesto a fragile partnership structure that sacri-fices long-term decision-making on the al-tar of short-term payouts.

We embrace the billable hour becauseit provides us with certainty – not ourclients. And we invest little in finding moreefficient ways to provide legal services,preferring instead to increase revenuethrough the annual January ritual ofhourly-rate increases - whether we deservethem or not.

Some lawyers choose to keep theirheads down, ignore things and soldier on.Others merely tinker around the edges. Ichose a different path. I took Fitzgerald’sadvice and wrote a book: Avoiding Extinc-

tion: Reimagining Legal Services for the 21st

Century.

After more than two decades in practice,I had a lot to say about how lawyers couldbetter deliver legal services. Better not onlyfrom a client’s perspective, but also from alawyer’s perspective; a way to create a real

and lasting com-petitive advantage.

Nothing inAvoiding Extinction

is fantasy. Every-thing discussed inthe book is beingused in some in-dustry aroundthe world. I havesimply appliedthese best prac-tices to a law firm setting. I never boughtinto the fiction that law is different.

The issues discussed in Avoiding Extinc-

tion force the reader to seriously considerwhat is truly essential in a legal practice,what a lawyer really needs to do (and notdo). The book then forces readers to re-think what it means to be a lawyer in thenew millennium.

To date, I’ve caught several glimpses ofmy concept in the book of the fictionallaw firm Bowen, Fong & Chandri (BFC)around the world.

In 2003, Cleveland’s Tucker Ellis (cur-rently at 160 lawyers and 56 paralegals)rose from the ashes of the former Arter &Hadden. When partners and associatesgot together to start anew, they savouredthe ability to start from a fresh slate. Theirfirst order of business? Get rid of all thethings they hated about the old place;among other things, 60% of the firm’swork is now done on a non-billable hourbasis and not surprisingly, its team and itsclients are all the happier.

Hunoval Law Firm in North Carolinahas embraced lean-and-sigma techniques,which enable it to substantially lower itsoverhead costs and easily compete withvastly larger firms. Hunoval has gone so faras to partner with the University of NorthCarolina, Charlotte, to create a specialLean and Six Sigma training program forfirm staff. (See sidebar for an outline of Lean

and Six Sigma concepts. – Editor.)Australia’s Slater & Gordon, the

world’s first publically traded law firm, hascreated new career paths for lawyers andnew metrics to determine how they are

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

11TopicsA CANADIAN AUTHOR AND LAW-BUSINESS EXPERT WEIGHS IN

Some law firms think you can improve both quality and profit

Avoiding Extinction fl to Page 12

Mitch Kowalski

THE INSIDER’S VIEWOF KOWALSKI’S BOOK

Avoiding Extinction puts into aunique context the current dis-

cussions many of us are having aboutlegal innovation, as well as adding tothem, according to the book’s author,Mitch Kowalski.

Here’s how he approached it:“{The book] engages readers and

compels them to read through to theend. The narrative style allows read-ers to see exactly what a new modellaw firm (Bowen, Fong & Chandri orsimply, BFC) would look like, andhow it would operate.”

Avoiding Extinction revolves aroundthree main characters he invented, butwho are actually a combination of peo-ple he’s known over the years. “First,”he says, “we meet Maria Fernandez,the harried General Counsel of a mul-ti-national behemoth, Kowtor Indus-tries, who is tired of being a cop and islooking for a true legal partner. She de-cides that instead of fighting ‘gators,she’ll drain the swamp. She gathers herin-house legal team together to deter-mine what’s important to them and totheir company, so that she can thensort out what value she needs to re-ceive from her outside law firms.”

Next, he adds, “We meet MarkReynolds, a mid-level associate who isthoroughly disillusioned with thepractice of law. He sees BFC as hislast kick at the can before he leavesthe profession. He’s a new hire atBFC, and we follow him through hisorientation to learn about BFC’scompetitive advantage: it does thesame work as its competitors, but in acompletely different way.”

And, then, he concludes, “Wemeet BFC’s CEO, Sylvester Bowen,who is a strong and refreshing free-thinker on how law firms can operatein order to provide better, faster andmore-affordable service.”

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paid and how they advance within the firm– proving that non-lawyer ownership hasnot created the apocalypse that far toomany Canadian and American lawyersfear.

The likes of Axiom in the UnitedStates and Lawyers on Demand in the UKare changing the perception of in-housecounsel about how corporate legal needscan be addressed. Cognition is Canada’sanswer to these models, doing work thatfalls into three categories:❶ Providing project or temporary lawyers

for in-house departments;

❷ Quasi in-house work for start-ups; and ❸ Acting as a subcontractor for big firms

on routine files in order to save clientcosts. Out went private offices, expensive

overhead, suits and hourly billing (mostlyanyway), and in came the Profit 200Award as one of the 200 fastest growingCanadian companies by revenue growthover five years.

Also in: Happy lawyers and even hap-pier clients.

Riverview Law in the UK is less than ayear old, yet it’s blown through its wildestprojections – not because it has the best

lawyers (although having met some of itsteam, they are damn good!) – but becausethey place tremendous focus on, and in-vestment in, process, knowledge manage-ment, information technology, client man-agement and client-budget certainty.

Karl Chapman of Riverview Law isfond of telling me that I should stop say-ing that a firm like BFC doesn’t exist be-cause Riverview Law is the real-life BFC!

In the wake of the Legal Services Act,which allows outside investment in Britishlaw firms, PwC London has created an ad-visory service to assist General Counsel in

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

12Topics

Mitchell Kowalski talks about the firm Hunoval of North Carolina

embracing ‘lean and sigma’ techniques to improve the firm’s oper-

ations. Here’s the kind of thing he’s discussing.

WHAT IS LEAN?Lean (also known as Lean Production, Lean Enterprise and Lean

Thinking) involves a set of principles, practices and methods for design-

ing, improving and managing processes. The development of Lean is at-

tributed to Taiichi Ohno’s articulation of the Toyota Production System.

Ohno aimed to improve efficiency by eliminating particular kinds of

waste... which absorb time and resources but do not add value. Examples

include mistakes which need rectification, unneeded process steps, move-

ment of materials or people without a [useful] purpose, unnecessary wait-

ing because upstream activity was not delivered on time, and the creation

of goods or services that are not really needed by end-users.

A Lean process reflects the goal of continually reducing waste and im-

proving work flow to efficiently produce a product or service that is per-

ceived to be of high value to those who use it. Implementation of Lean in-

volves systematic process–assessment and analysis.

The preliminary stages of Lean assessment include “value-stream

mapping” in which key people, resources, activities and information flows

required to deliver a product or service are made explicit and depicted

graphically. The value-stream map is a key tool for identifying opportuni-

ties to reduce waste and more tightly integrate process steps, thus improv-

ing process efficiency...

WHAT IS SIX SIGMA?Six Sigma, like Lean, is also a business-management strategy used to

improve the quality and efficiency of operational processes. While Lean

focuses on identifying ways to streamline processes and reduce waste, Six

Sigma aims predominantly to make processes more uniform and precise

through the application of statistical methods.

Six Sigma was originally developed by Bill Smith of Motorola in 1986

as a way of eliminating defects in manufacturing, where a defect [is] a prod-

uct or process that fails to meet customers’ expectations and requirements.

The name Six Sigma refers to a quality level defined as the near-

perfect defect rate of 3.4 defects per million opportunities....

The Six Sigma improvement mode – Define, Measure, Analyze, Im-

prove and Control (DMAIC) – specifies the following sequence of steps for

understanding and improving a process:

❶ Defining the project’s goals and the requirements of internal and exter-

nal customers;

❷ Measuring the process to determine current performance;

❸ Analyzing and determining the root causes of relevant defects;

❹ Improving the process by eliminating the root causes, and

❺ Controlling future performance of processes.

... Distinctive Six Sigma features include the expectation that process-

quality improvements be translated into financial metrics to assess value,

and the active involvement of top management....

WHAT IS LEAN AND SIGMA?... Proponents of a combined approach [lean and sigma] assert that

organizations can benefit from utilizing both the customer-orientation and

focus on eliminating waste inherent in Lean along with the statistical

tools and systematic defect-reduction strategies featured in Six Sigma.

[That combination bypasses the need to force management to choose be-

tween a better bottom line and improved quality.]

Lean and Six Sigma are just two of numerous approaches that are in

use for systematically analyzing and improving process flow and efficiency

within industries. Other similar approaches include Business Process Mod-

eling, Business Process Reengineering and Workflow Mapping, as well as

a variety of total-quality management and continuous-quality improvement

techniques, such as management accounting systems, the Japanese improve-

ment system called Kaizen or the Shewhart system of statistical quality-con-

trol cycles which involve planning, doing, checking and adjusting.

The selection of a particular process-improvement approach will de-

pend upon the specific circumstances and needs existing in a working envi-

ronment, including the type of processes, the improvement objectives, plus

the skills, knowledge and resources available in that setting.

– Edited excerpt from a much longer article by Sharon Schweikhart,

Ph.D. and Allard Dembe, Sc.D at:

http://www.ncbi.nlm.nih.gov/pmc/articles/PMC2835466/

WHAT DOES ‘LEAN AND SIGMA’ HAVE TO DO WITH RUNNING A LAW FIRM?

Avoiding Extinction fl to Page 13

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driving better behaviour and value fromoutside law firms.

New ideas and new models will notstop at the Canadian border.

It’s time to reconsider how we deliverlegal services as the old model hasreached the end of its natural life cycle.

As I’ve told law students on several oc-casions, there’s never been a more excit-ing time to be a lawyer – as long as you’renot a lawyer in the old mold.

Mitch Kowalski regularly writes and speaks on

innovation in legal services. Follow him on

twitter @mekowalski or contact him at

www.kowalski.ca His book, AvoidingExtinction: Reimagining Legal Services forthe 21st Century, is published by the American

Bar Association (2012). It’s available in

Canada at Indigo/Chapters, Amazon and at

Ben McNally Books in Toronto.

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

13TopicsBCLMA 2013 SCHEDULE of ANNUAL SURVEYSBCLMA 2013 SCHEDULE of ANNUAL SURVEYS

SS urveys provide valuable data to law office managers. The more firmsthat respond, the more accurate the results; we need your input.

The BCLMA surveys are distributed throughout the year at a time thatshould work for the majority of participants. Your comments arewelcome on any of the surveys, so please contact Bob Waterman, Chairof the BCLMA Survey Committee, via email: [email protected]

SURVEYSURVEY Distribution Date Reply Deadline Estimated Publication Date

Survey Co-ordinator

AssociateSalaries March 1 March 15 April 1 Bob Waterman

Law FirmEconomics April 1 May 1 June 14 Sandy Delayen

Staff Ratios May 1 May 15 May 31 Wayne Scott

Support StaffSalaries September 3 October 1 November 1 Raf Sansalone

Billing Rates September 3 October 1 November 1 Raf Sansalone

ManagementStaff Salaries October 1 October 15 November 1 Leslie Morgan

• The Law Firm Economic Survey will again be led by Wolrige Mahon LLP, which hasconducted this survey for BCLMA for several years.

• The Support Staff Salary Survey remains the most popular poll. Results will becompiled by Western Compensation & Benefits Consultants and distributed by theCBA with significant input from BCLMA.

• Benefits and Charge-out Rates are part of the Support Staff Salary Survey.

We publish the names of all law firms who participate in the surveys, however, no directlinks or reference to any of the results are made public, nor are they available forconfidential viewing.

The BCLMA Survey Committee is: Bob Waterman, Chair, from Richards Buell Sutton LLP; Sandy Delayen of Bull Housser &Tupper LLP; Raf Sansalone of Borden Ladner Gervais LLP; Leslie Morgan of Harper GreyLLP – Leslie also represents the BCLMA Board; Wayne Scott of Alexander HolburnBeaudin & Lang LLP, and; Jane Kennedy of the BCLMA.

Bob Waterman

Avoiding Extinction fl from Page 12

BCLMA & HUMAN RESOURCES

SUBSECTION

MANAGING THEHOSTILE INDIVIDUAL

An Educational Event for all BCLMA members

Wednesday, February 13, 2013Four Seasons Hotel, Vancouver

11:45 am – 1:30 pm

Space is limited!Session available by webinar

More Information

WWW.BCLMA.ORG

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The BCLMA’s annual conference tookplace once again at the River Rock

Casino Resort in Richmond in October. Eighty delegates attended the one-and-a-

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

14Topics‘CHANGE’ CONFERENCE

80 attendees busywith packed agenda,networking, tradeshowPhotography by Anna Beaudry

MAKING THE MOVES…

WELCOME, NEW REPRESENTATIVES, BCLMA FIRMS

Human Resources: Shivani Chetty of Fasken Martineau LLP inVancouver, Lily Pollard of McMillan LLP in Vancouver,

Karen Jenkins of Kahn Zack Ehrlich Lithwick LLP of Richmondand Karryn Mysyk of McLeod Law LLP in Calgary; Finance: Nan-cy Guan of Blakes LLP in Vancouver, Yvette Whitson, EdwardsKenny & Bray LLP in Vancouver, Anne Rutto of Klein Lyons inVancouver, Francis Macapinlac of McLeod Law LLP of Calgary,Shelley Ford of Cassels Brock & Blackwell in Vancouver, and Robyn LaPlanteof Heenan Blaikie Management in Vancouver; Litigation Support: Deb Rhodes ofRoper Greyell LLP in Vancouver, and Carly Poissant of Blakes; Knowledge Man-

agement: Chilwin Cheng of Bull Housser & Tupper LLP and Andy Froese ofAlexander Holburn LLP, both firms are in Vancouver; Facilities: Terri Colemanof Hamilton Duncan Armstrong + Stewart Law of Surrey; Robyn LaPlante is in thissub-section as well; Technology: Burton Wong, also of Heenan Blaikie Manage-ment, and he’s also in the Training sub-section; Thomas Oakes of Cassels Brock& Blackwell; Facilities: Diane Wilson, also of Cassels Brock & Blackwell.

WELCOME, NEW FIRMS & THEIR REPRESENTATIVES

Elizabeth Barclay of Dolden Wallace & Folick LLP; Kelly Hoeveof Simpson Thomas & Associates and Janine Kroser of Watson

Goepel Maledy LLP. All the firms are in Vancouver.

WELCOME, NEW & RETURNING AFFILIATES

Barb Martens of Lindsay LLP in Vancouver; Lesley Rhodes ofCave & Company in Vancouver; Sharon Dos Remedios of Burke, Dos

Remedios Law Corporation in Vancouver; Meghan Clavel of Altro & AssociatesLLP in Vancouver, Amy Chane of Patrola Law Corporation in Surrey; and OlgaVlasova of Sager Legal Advisors LLP in West Vancouver.

CONGRATULATIONS, NEW SUBSECTION LEADERS

Facilities & Service Management: Harmony Cornwellof Blakes LLP, Co Chair; Litigation Support: Michael

Conde of Borden Ladner Gervais LLP in Vancouver,Co-Chair; Knowledge Management: Carol Petrie of BullHousser Tupper LLP; Euan Sinclair of Lawson Lun-dell LLP in Vancouver, both Chairs; and Human Re-

sources: Elizabeth Jackson of Farris LLP of Vancou-ver, Co-Chair. All the firms are in Vancouver.

In accordance with our Bylaws, firms are the BCLMA’s Members. Members authorize Repre-sentatives to vote and speak on their behalf. Affiliates are people from Member firms who take

part in one or more of our Subsections. The list of the Affiliate Chairs and Co-Chairs as of the date of

publication is always on the last page of each Topics. You can also go to our website for the latest list;

just click our name at the bottom of this page.

HarmonyCornwell

ShivaniChetty

JanineKroser

EuanSinclair

Change Conference fl to Page 15

BCLMA ANNUALSUMMER SOCIAL

Thursday, June 6, 2013

Bridges Restaurant, Granville Island, Vancouver

5:30 pm – 7:30 pm

More InformationWWW.BCLMA.ORG

Premier Sponsors

Event Sponsors

Contributing Sponsors

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half-day conference, following a busy agen-da of learning, networking, meeting, con-sulting, socializing – and having fun!

Positive comments made by our dele-gates in the conference follow-up surveyconfirmed the conference was an enor-mous success. Thank you to everyonewho attended, and to those who volun-teered many hours of their valuable timeplanning the conference agenda, securingqualified speakers and helping co-ordinatethe festive dinner event.

The success of the conference is alsoattributed to our sponsors, supporters, andtrade show participants who, without their

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

15Topics

A discussion following an inspiring presentation by management consultant JimBottomley intensifies as (facing us, l to r) Lisa Gray of Ratcliff & Company, along with

Lisa Dawson of Kornfeld and Alison Bissicks, of Young Anderson, listen intently.

The panel of (l to r) Raf Sansalone of BLG and Mike Weiler work with moderator KerriPearce of AHBL to discuss qualified privilege along with the do’s and don’t’s of

coaching lawyers who are about to take part in interviews.

The Conference’s goodies were not confined to meetings, as they also packed the roomfor dining. Yes, the delegates talked of having it and eating it, too.

Change is often a good thing. NazlinRahemtulla, HR Manager of Gowling,

was awarded a new Apple iPad.

Executive coachAllison Wolf com-ments to Janice

McAuley of Law-son Lundell.

Earlier, Bottomley posed questions.

Change Conference fl to Page 16

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significant contributions, the conferencecould not have taken place.

Thank you to all of them for their sup-port and help!

Thank you, as well, to all who providedwritten feedback and suggestions with theirsurvey. The comments will be the catalystfor change, enabling us to set and reachnew goals for our next annual conference.

The conference theme – embrace, inte-grate, manage – will live on.

We will learn from our delegates’ sug-gestions and embrace this challenge toprovide an even better conference in 2014.

Join the Conference Committee and en-joy the adventure of the challenge to improveand enhance the 2014 conference!

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

16Topics

The session of presenter Stacey Holloway, ‘Leading in Times of Transition’, focused on bestpractices when dealing with changes inside a firm that mean the end of jobs or transitions.

The business fair that accompanied the Conference sessions was busy, and attendees of-ten crowded around one booth or another to see how sponsors could help their firms.

As famished attendees dinner and relaxed after a busy day at the Conference, they were serenaded by the band Tumbao

Top: BCLMA president Cindy Hildebrandt,Middle: Mike Weiler, and Susan

Spalding at the Conference

Change Conference fl from Page 15

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WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

WE THANK ALL OF OUR SPONSORS AND TRADE-SHOW PARTICIPANTS!OCTOBER 26–27, RICHMOND, BC

SALUTE TO THE BCLMA’S 2012 CONFERENCE SPONSORS

Contributing Sponsors (Prizes | Services)

Arlyn RecruitingEmelles’s Catering

Ethical BeanHeritage Office Furnishings

Savoury City Savvy Training & ConsultingVan Houtte Coffee Services

Boughton Law Corporation

Davis LLP

Gowling Lafleur Henderson LLP

Miller Thomson LLP

Owen Bird Law Corporation

Paine Edmonds LLP

Ratcliff & Company LLP

Simpson Thomas & Associates

Law Firm Support

Alf Software

Anna BeaudryPhotographic Design

ARC Document Solutions

Digitech Renewable Printer Cartridges

Granville West Group Employee Benefits & Group

Retirement Teams

Herjavec Group/Hitachi Data Systems

Iron Mountain Canada

i­worx Enterprises

LaserNetworks

Oak SystemsInternational

Power Concepts

Quickscribe Services

Sudden Communications

Systems Auditing

TOR – The Office Resource

Other Trade Show Participants

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By Steve Matthews, President, Stem Legal

Lawyers and their firms increasingly un-derstand that participating in social

networks and other online forums is anexpected element of business develop-ment today.

That does not, however, mean that thefirm’s website takes a backseat. On thecontrary, site optimization and online par-ticipation are intimately connected.

Done well, search-engine optimization(SEO) programs are about getting yourfirm’s website properties in proper order,ensuring that when lawyers participate on-line that the sales chain is not broken.

Remember, the last place most newweb-based contacts visit before picking upthe phone or emailing you continues to be

your website – a statement that includesblogs and social-media venues, where it’susually bad form to deliver sales messages,anyway.

Your website, then, is your ultimate on-line shingle. Think of it as the hub of ev-erything else you do online. You want toreach out and engage people in a varietyof online networks, and use those otherengagements to attract people back toyour site.

At the same time, though, the soft costsof online participation are an enormousinvestment for lawyers. If the firm websitedoesn’t back up those efforts, lawyers whoparticipate online aren’t maximizing theirtime investment, and the full impact onbusiness generation will never be known.

Here are some of the best practices toemploy in a law firm SEO program that

will helpyou getthe mostfrom allyour oth-er onlineefforts.

We’llbeginfrom thepremisethat yourfirm hasdone the

proper keyword research to identify thewords and phrases that will best attractyour target audience – so if that hasn’t yetbeen done, make that your first step.Then read on.

ON-PAGE OPTIMIZATION FACTORSSearch ranking factors are often bro-

ken down into two parts: on-page factorssuch as coding, and off-page factors suchas link popularity. On-page factors aremust-be-done items, since without them,most sites have little chance for any kindof ranking success.

Here’s an overview of primary to-dos.Unique title tags. Within the source code

of every web page is the Title tag, a spot tospecify that page’s title on the top bar ofthe window. Many firms today rely on acontent-management system (CMS) to au-tomatically generate these titles based onpage content.

While that’s an improvement over thedays of hand-coded sites where title tagswere often incomplete or absent, cus-tomized title tags help generate higher rank-ings, allowing for more keyword combina-tions than the typical CMS’s default titles.

For SEO purposes, the Title tag is anopportunity to tell the search engine exact-ly what the page is about. Each Title tagshould include the firm’s brand, a fewkeywords describing the page’s contentand geographic terms – but most impor-tantly, every page of your site should havea Title tag that is unique and never repli-

cated. Here is a sample:

Smithson LLP : Alabama trusted tax attorneys |

Lawyers serving Birmingham, Montgomery, AL

Note the variety of phrase combina-tions created between the geographicterms and the words lawyer and attorney.Also note how the firm’s name is placedat the beginning of the tag’s text, the mostvaluable location within the tag’s structure.Keep this order intact, so as not to sacri-fice the firm name for subject-orientedsearches.

Remember that your website mustback up all your other marketing initia-tives. And because your Title tag is alsothe clickable text displayed in yourGoogle record, keeping the firm’s nameup front makes your entries distinguish-able, as they look more professional.

Alt text coding for images: On a relatednote, every image on your site – logos,photos and the like – should have an Alt

Text attribute specified. This is a textualdescription of the image, and it serves twoimportant functions: It helps the searchengine understand what the image is, andit replaces any images that should happennot to load properly.

Concise meta descriptions: The Internethouses a surplus of outdated informa-tion with respect to the use of meta tagsand their impact on search rankings.

Description tags and meta keywordstags are, in a nutshell, HTML codeswhich are inserted into webpage headers.

They contain brief information aboutthe page’s content. Firms should includeboth types of tags in their web pages, butwith reduced expectations compared toyears past because the search engines

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

18TopicsPART 1 OF 2 - MAKING E-MARKETING WORK FOR YOUR FIRM

How to tap the power of search enginesto market your firm on the Internet

Tap Search Engines fl to Page 19

Steve Matthews

You want to reach outand engage people in a

variety of onlinenetworks, and use thoseother engagements toattract people back to

your site.

Your website is yourultimate online shingle.Think of it as the hub ofeverything else you do

online.

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have de-emphasized their importance.Microsoft’s Bing and a few other search

engines still give the Meta Keywords tag a de-preciated weight, but Google has statedpublicly it gives the meta-keywords tag zeroweight. The Meta Description tag still deliv-ers a marginal impact (perhaps from oneto three ranking spots), but nothing closeto the impact of a well-considered title tag.

Simple keyword-driven URL structures: Web-site URL addresses are another opportunityto provide subject clarity to search enginesand, at the same time, simplify site naviga-tion for human visitors.

A best practice here is to forgo, or re-move, URLs that are nondescript, that in-clude a question mark, or that embed anykind of database field.

Instead, try to use URLs that includerelevant keywords, that match the mostplausible search order and that have termsseparated by dashes. Even if it’s not feasi-

ble to implement this structure site-wide,key landing pages must be addressed –meaning your professional bios and prac-tice-area pages.

As an example, look at this clumsylawyer profile URL:

http://firmwebsite.com/professionals/

professionalbio.asp?profid=4&tmpid=3433

Now compare it with this one, which ismore of a best-practice URL structure:

http://firmwebsite.com/attorneys/jim-smith

Next issue: We’ll talk about how to use por-

tions of your site’s content to improve how people

who are looking for what your firm does can ac-

tually find it.

Steve Matthews is the Founder and President of

Stem Legal, a company based in Mission, BC,

that does web development, publishing and strate-

gy. It helps lawyers and law firms maximize their

online presence and attract new business opportuni-

ties. Matthews has previously worked in law firms

on projects involving knowledge management, web

and technology. He has been named one of Cana-

da’s “Top 24 Legal Social Media Influencers” by

Lawyer’s Weekly. Find or follow him at:

604.826.8072, [email protected],

www.stemlegal.com Twitter: @stevematthew or

follow his blog: www.stemlegal.com/strategyblog

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

19Topics

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Tapping Search Engines fl from Page 18

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Gotcha!

In old movies, the police find a smok-ing gun and arrest the bad guy. “Of courseit’s admissible, Your Honour. It was inthe defendant’s hand!”

How about the defendant’s computer,smartphone, work emails, girlfriend’s iPad

or associate’s Cloud account? Electronicsleuths – both in police departments andlaw firms – can still mutter “Gotcha!”when they find incriminating e-evidence.But it’s more like a “Gotcha, I hope…” incriminal cases. Similarly, in the civil

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

20Topics

E-Discover Event fl to Page 21

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realm, the battle over bits and bytes canoccur in large commercial cases involvingmassive amounts of electronic data.

On February 7, BC’s Continuing LegalEducation (CLEBC) tracks the emergingpractices in one of the most dynamic ar-eas of law: Electronic Discovery (or e-dis-covery). This particular program is a quickexploration of the current tricks and tasksfacing litigators and their e-discovery man-agement colleagues. It’s called: Electronic

Discovery 2013 – (Almost) Everything You

Need to Know in One Day.

The program reveals practical how-toprocedures and technology options for lawfirms. It will prove useful for anyone in-volved in litigation and discovery. First,we’ll cover the documents you need to ob-tain from clients, chain of custody rulesand social media evidence.

We’ll also explore how to controlcosts, including those addressed in the Se-dona conference cost-containment proto-col. In the afternoon, we will tackle themost onerous task of all – culling vastamounts of data, with and without an e-discovery vendor.

We’ll also reveal the latest culling com-puter techniques – a must-attend session!

It will be a thought-provoking day.CLEBC is truly enthusiastic about bringingexpert litigators together to discuss bestpractices and professional ethics with you.They will present overviews of importante-discovery principles and case law in BC.They will also offer a glimpse of the elec-tronic capacity of present and near-futurecourtrooms. Case law across Canada willbe highlighted, providing a current “bigpicture” snapshot of e-discovery in other

provincial jurisdictions. E-discovery finds a foothold in most le-

gal practices. From family lawyers trying toprove adultery to corporate litigators un-covering fraud, the nature and longevity oflegal evidence continues to increase. In

the old movies, criminals simply toss in-criminating evidence into fireplaces or pa-per shredders. Today, it lives forever in anelectronic world. It’s there to be discov-ered or legally remain hidden – depend-ing on the winning legal argument.

All BC lawyers and their staff will ben-efit from CLEBC’s conference on electron-ic discovery. Join us for this full-day agen-da on February 7, 2012, at the Pan PacificHotel Vancouver, or attend remotely vialive webinar. For more information onthis exciting conference: www.cle.bc.ca or604.669.3544.

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

21TopicsCLEBC event fl from Page 20

604.687.7555 | rjohnsoncorp.com

R.Johnson

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E-discoveryfinds a foothold in

most legal practices.From family lawyers

trying to proveadultery to corporatelitigators uncoveringfraud, the nature and

longevity of legalevidence

On February 7,BC’s Continuing Legal

Education (CLEBC) tracksthe emerging practices

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By Doug Jasinski, Principal, & DavidMacLean, Content Consultant,Skunkworks Creative Group

Content marketing has quickly becomethe buzzword for marketers looking to

increase the bottom line in a variety of industries.

Coca-Cola, for example, recently un-veiled its multi-million-dollar plan to pur-sue content marketing over traditional ad-vertising, as has merchandising giantProctor andGamble and anumber of otherblue-chip corpo-rations.

This outpour-ing of support forcontent market-ing has, not sur-prisingly, pricked the ears ofthe legal industry.

So what is con-tent marketing?In essence, it in-cludes any activitythat involves theactive creationand sharing ofcontent to engagepotential and cur-rent clients orthought leaders inyour industry.

Specific exam-ples of contentmarketing includelaw-firm websites,blogs, social me-dia pages and theold stalwart: clientnewsletters.

Despite con-tent marketing’scurrent trendiness, it is not a new practice.Lawyers that have traditionally shirkedtelevision ads, print ads and billboards asbeing, as they put it, “unlawyerly,” haveactually embraced for years now the more

substantive sharing of knowledge and ex-pertise that today is known as contentmarketing.

Content marketing can also be concep-tualized as a form of owned media – youcreate content and distribute it throughvarious channels that you own or control(your website, a client seminar you devel-op, etc.).

Owned media is often contrasted withpaid media or earned media. Paid mediarefers to purchasing space on somebody

else’s marketing channel to advertise yourproduct or service (billboard, magazinead, et al.).

Earned media refers to building a pro-file through third-party journalists who

feature you or your firm in the media theyrepresent (newspaper, magazine and tele-vision interviews and features).

Owned media involves an investmentof in-house time and resources to developstrong content. However, it can help firmsreduce their reliance on the significant ex-pense and the “here today, gone tomor-row”, transitory nature of paid media. Italso gives firms more control than earnedmedia, which may or may not happen andover which the firm will likely have littleor no say in the final product.

The relationships between differentmedia are dynamic, and content market-ing can act as a powerful intermediary be-tween them.

There are good examples of these dif-ferent forms of media inrecent social-media cam-paigns. The relative novel-ty of social media influ-ences journalists toconstantly churn out arti-cles about the innovativeways companies likeSouthwest Airlines, Coca

Cola and Old Spice use the medi-um; the same thing happens on a

smaller scale within thelegal and business press.

Essentially, these cor-porations or firms createcontent so engaging, orcommunicate in such aunique way, that journal-ists feel compelled towrite about them.

But when corpora-tions in other industriespursue a bold new initia-tive in social media, theyoften first create tradition-al ads to draw in an initialgroup of users. This dy-namic creates a scenariowhere paid advertisingdraws people to ownedmedia, popularizing theowned media to the pointthat it draws the interest

of journalists who, in turn, create earnedmedia.

In the legal context, we regularly seeeven more of a straight line with lawyers

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

22TopicsLAW-FIRM CONTENT MARKETING

You already know how it’s made, but you’reusing new digital channels to distribute it

Contented Content fl to Page 23

Lawyers that have traditionally shirked television ads,print ads and billboards as being, as they put it,

“unlawyerly,” have actually embraced for years nowthe more substantive sharing of knowledge and ex-pertise that today is known as content marketing.

ILLUS

TRAT

ION

BYRO

BBIV

ERTE

SUM

NERS

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who blog (owned media) getting fre-quently tapped by the legal industry andmainstream press for interviews or guestcolumns in traditional publications(earned media).

Content marketing is a natural fit inthe law-firm environment because manyof the core skills of lawyers – reading,writing, and presenting complex ideasin a persuasive way – are also the skillsrequired to create strong content.

For firms or individuals pursuing con-tent marketing, your website should beviewed as your headquarters online andthe first step in your content-marketingstrategy.

Content that you create online, regard-less of the channel where it is initiallyplaced, should almost invariably leadusers back to your website.

For firms that have already invested ina top-rate website, blogs often become thelogical next step in a content-marketingcampaign. We have already seen how in-vesting in well-written and concise blogcontent can positively affect a potentialclient’s view of a firm.

In a recent survey of in-house counsel,21% of respondents indicated that legalblogs were a “very important” factor thatinfluence hiring outside counsel.

Content marketing is also worthwhilefor search-engine optimization (SEO).Producing substantive legal content on aregular basis will – over the long term –greatly enhance your firm’s visibility insearch-engine results.

Search engines crawl the web. constantlylooking for content. If you have written 20articles on spinal injury, and your biggestcompetitor has written none, you are farmore likely to show up in search results forkeywords related to this type of injury.

Law firms already know intuitively howto do content marketing, showcasing thesubstantive breadth of their knowledgewithout offending the conservative sensi-bility of their profession.

Although the legal profession is oftenchastised for its slow response to advertis-

ing trends, content marketing is the onemedium in which lawyers might rightful-ly be called pioneers.

Now it’s time to take those funda-mental skill sets and see how your firmcan apply them more effectively in to-day’s multi-channel online environment.

Doug Jasinski is the founder and Principal of

Skunkworks Creative Group Inc. His role spans

brand strategy development, conceptual creative

work, copywriting, website, blog and search en-

gine optimization strategy, assessment of new

technologies and oversight of all projects and work

produced by the agency. Reach him at

[email protected] or 604.739.8976.

David MacLean is a copywriter, social media

marketer, researcher and editor. His role involves

the development of engaging content for Skunk -

works’ clients. He also manages search engine and

social media marketing campaigns. Reach him at

[email protected] or 604.739.8976.

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

23Topics

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Content marketing is anatural fit in the law-

firm environmentbecause many of thecore skills of lawyers –reading, writing andpresenting complexideas in a persuasive

way – are also the skillsrequired

Contented content fl from Page 22

David MacLeanDoug Jasinski

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WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

24Topics

Members of the BCLMA are a trulysocial group of like-minded indi-

viduals and they demonstrated that recently.

About 135 Representatives and Affili-ates, sponsors and guests gathered at theTerminal City Club on November 29 for

a lively evening of wine, song and a deli-cious Dickens buffet. This annual event

135 ATTEND ANNUAL WINTER SOCIAL

November prelude to cool Yule proves popular once again, as attendance continues to rise along with the funPhotography by Dennison Lee

BCLMA ANNUALWINTER SOCIAL

Thursday, December 5, 2013

The Terminal City Club837 West Hastings, Vancouver

5:30 pm – 9:30 pm

More Information

WWW.BCLMA.ORG

Premier Sponsors

Event Sponsors

Contributing Sponsors

A Tribute to our Winter 2012 Social SponsorsPremier Sponsors of BCLMA

Event Sponsors of 2012 Winter Social

Contributing Sponsor of 2012 Winter Social

Winter Social fl to Page 25

From left to right: Nancy Sartene of Blakes, Jay Cathcart of Farris and Donna Kitigawa of MacKenzie Fujisawa

winter socialwinter social

More Winter Social pix on Page 25

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keeps on growing!A big thank you to our sponsors, be-

low, whose financial support enables us tothrow such grand events.

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

25Topics

From l to r: Tim Wurtz of Baker Newby, Rory Seward of Dye & Durham – a BCLMA Pre-mier Sponsor – are with Katherine Jacobs and Ingrid Miller, both of McQuarrie Hunter

Elizabeth Borrill and JoAnne Peppiatt of event sponsor ZSA; Euan Sinclair and KathyHogarth, both of Lawson Lundell LLP; and Caroline Burns of Cassels Brock LLP

Tiffany Postler (right) of Stewart Title –a Winter Social Supporter Sponsor –

presents a draw prize to Nazlin Rhametulla of Gowlings.

Rob Antejos (left) and Barry Riback, both with SAI and also one ofthe event’s sponsors, flank Sharon Cheng of Boughton Law Corporation

Justin Thomson of Corporate Couriers Lo-gistics, which was also a BCLMA 2012 Pre-mier Sponsor, with Christa Warner (centre)and Lisa Evenson, both with Harper Grey

Winter Social fl from Page 24

Winter Social fl To Page 26

winter socialwinter social

More Winter Social pix on Page 26

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Many people went home with amazingdoor prizes generously donated by oursponsors, as well as additional gifts fromAlf Software and the BCLMA.

Mark your calendars now for nextyear’s event. BCLMA’s Annual Winter So-cial will take place on December 5, 2013at the Terminal City Club in downtownVancouver.

A special thank you to Dennison Leewho took another round of great pictures,which will be available on the BCLMA

website under Social Events (the addressis at the bottom of this page, a login is re-quired to see the photos).

See you soon at our next social event.

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

26Topics

The Blakes Contingent (L–R): Larisa Titova, Natalia Semenova, Maggie Edwards, NancySartene and Harmony Cornwell are with Nancy Guan

Caitlin Spelliscy, Alexander Holburn LLP, Christina Haddrell of Farris LLP, Julie Wong ofBull Housser LLP, Helene Dove of McMillan LLP and Alicia Bond, also of Bull Housser

Bob Waterman of Richards Buell Suttonand Wayne Scott of AHBL bookend former

BCLMA president Stephanie Marsh, whowas soon to move to Ottawa

Catharine Rae, Sandra Evans, Charmaine Hall and Andrea Russell are all from Borden Ladner Gervais of Vancouver

Winter Social fl from Page 25

winter socialwinter social

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WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

27Topics

THE HONOUR ROLL OF THE VOLUNTEER HEROES OF THE BRITISH COLUMBIA LEGAL MANAGEMENT ASSOCIATION

Lisa Dawson, Director of Operations at Kornfeld LLP and Chair, Small Firms Subsection, BCLMA, Vancouver

Interviewed by Sunita March of CFM Lawyers

BCLMA OR VALA MEMBERSHIP…

I heard about VALA in the 90s. I wanted to join, but my firm did not understand the value of this kind of networking! Atmy next firm, they asked me which associations I wanted to join. I joined the BCLMA in 2007.

CONTRIBUTIONSINCLUDE…

I started by attending meetings. I gradually went on to Co-Chair and Chair the Small Firms subsection, and acted asSpeaker Liaison for the 2012 BCLMA conference. It’s all about giving back. At a certain point in your career, youjust feel like you have to give back to those people and organizations that supported you.

WHY DO YOUCONTRIBUTE?

It is a personal commitment and a very strong belief in giving back. It’s also about maintaining balance. Through-out particularly stressful times at work, I felt most happy when I undertook projects for the BCLMA. It was my es-cape! I would work on BCLMA activities on the weekends and feel rewarded doing so.

OVER THE YEARS, I HAVE ENJOYED

CONTRIBUTING BECAUSE…

I liked facilitating people’s ideas and turning them into real, constructive things. And even if the best laid plans don’tcome to fruition, the process is still good and valuable. You learn something from the process and hopefully use thatknowledge towards building or improving something in the future. I watched BCLMA people who did not feel comfort-able speaking in front of groups do it anyway, and did not let their discomfort stop them from sharing information theyfelt would be valuable to others. I admired them, and I could see how the information they shared with us was useful.

WHAT DO YOU ENJOYMOST ABOUT THE

BCLMA?

I recently sent an email using memberConnect outlining a dilemma our firm faced regarding billing and corporaterecords. We needed clarification on the Law Society’s stance on billing anticipated disbursements, as well as a relat-ed question of marking up expenses. I thought our firm was the only one with this question. But I was wrong. Theresponse was tremendous. It’s terrific to be able to reach out to members, and equally great that they respond.The networking and the mentoring are fantastic. The opportunity to exchange information is so rewarding – per-sonally and professionally. It helps us determine whether we are following leading practices.

HOW CAN WE MAKE THEMOST OF OURMEMBERSHIP?

Show up! That’s really the bottom line. At the very least, Representatives and Affiliates should attend meetings andevents. Ask questions and give feedback. I encourage people to take a role within the organization. It doesn’t haveto be for the full year. You can help with projects like the Conference, or align yourself with a mentor.

WHAT ARE SOME TIPS YOUCAN SHARE ABOUT

WORKING IN LAW FIRMS?

1. Put yourself out there! This group is gregarious, welcoming and friendly! I think this welcoming atmosphere is di-rectly attributable to the BCLMA Board. 2. Don’t be afraid to be selfish. Enjoy the parties and ask questions aboutthings you are interested in learning more about. Set up presentations back at your firm, share what you learn. 3.Don’t accept “no” if your firm tells you that you can’t join the BCLMA. Create a business case. Ask the BCLMA Board tohelp you create one.

WHAT’S NEXT FOR YOU?

Establish more work-life balance. To me, this means taking part in association memberships, family, physical activi-ties, and feeling less anxious about having interests away from work. As for work, the next chapter is all about man-aging people and their expectations at the new firm.

BCLMA’S VOLUNTEER HERO AWARDS

How to turn ideas into reality while volunteering at the BCLMA

This edition, we honour Lisa Daw-son, our veteran chair of theBCLMA’s Small Firms subsection,

and the Director of Operations at Korn-feld, Vancouver.

The BCLMA has the good fortune of at-

tracting excellent volunteers who step upto dedicate their precious time, knowledgeand energy to the success of the Association.

Our Volunteer Heroes segment highlightsthe hard work and dedication of our vol-

unteers, and also shares their future plans.If you’ve got the spirit, contact any BoardMember or subsection leader (see backpage) to learn more about volunteer opportunities.

We’d love to work with you!

BCLEGAL MANAGEMENT ASS

OCIATION

•VO

LUNT

EERHEROES • HONOURROLL •

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By Anna Beaudry, CPA, CPP,President, Anna BeaudryPhotographic Design

Studies show that if you display a photo-graph in your firm’s advertisement,

blog or poster, the viewer will stop tolook.

Therefore, you have a mere fraction ofa second to brand your firm’s impressionor key message. Since fast decisions arebased on fleeting visual scans, that imagemust be an attention grabber.

So how do you know if it’s goodenough to attract clients? Do the businessportraits of your professionals meet yourfirm’s high-quality standards? Do yourprofessionals like their portraits?

When you invest in printed materialslike brochures and magazine ads, orspend valuable resources on trade-showpresence and social-media activity, youneed to make sure you command theright kind of attention, or else your efforts,time and money end up wasted.

It’s a good idea to create an appropri-ate budget for photography and acquirehigh-quality images. Create a line item forphotography in your company budget; it isa valuable investment in the future of yourfirm.

MAKING THE RIGHT INVESTMENTIf you buy images from stock agencies,

you’re probably not getting exclusive rightsto that image; meaning, the same imagecould easily show up in your competitor’sad. Duplication such as this will dilute yourbrand and confuse your clients. Createoriginal, professional images and showyour customers that you take pride in yourpeople and your services.

When you hire a professional photog-rapher, you don’t only buy technical abili-ty or someone with an expensive camera,you invest in someone who:

Has years of valuable experience with4

people;Knows how to interpret the personality4

of your business; and

Can translate that into a unique image.4

At a five-star restaurant, the chef makesthe meal great – not the fancy stove. High-priced gadgets do not replace the trainingand wisdom that evolve from professionalexperience.

So how do you tell the difference be-tween a true professional and someonewho has a fancy camera? Eight importantfactors set a Professional Photographerapart from faux-tographers:

Does the photographer take the time to1understand your demands and the cul-ture of your firm?What is the style of photography? Does2it relate to the branding you wish toportray? Take a look at their portfolioand make sure that you see the styleyou want or need is present.

Is there a guarantee of satisfaction of-3fered? Does the photographer have solid re-4ferrals?Is the photographer a member of a pro-5fessional association who must adhereto a stringent code of ethics and stan-dards of honesty in all transactions?Is the photographer accredited in a spe-6cialized field? Accreditation demon-strates that the photographer is capableof delivering image excellence and setsthem apart as being industry leaders ina chosen category. Is the photographer legally in business?7

Fancy web-sites donot takethe placeof legal re-quire-ments.Do you8feel com-fortablewith the in-dividual?Mutualtrust andconfidencethat the desired work will be per-formed with the utmost attention iscrucial.

THE BUSINESS PORTRAIT SESSIONHere’s what you can expect in connec-

tion with a business-portrait session:Good communications skills: A qualified,4

professional photographer takes thetime to listen to the client by focusingnot only the camera but on the person-ality of her subject.Instructions: A good photographer will4

advise how to best prepare for yoursession together:a. How mental preparedness is neces-sary to portray the right image;b. How to choose attire (e.g. selectionof proper colours); and c. How to manage hairstyling andgrooming.During a session: Based on what you4

have arranged with your photographer,you should have the opportunity tocreate a few different poses, expres-sions, and maybe even change youroutfit if required. You can request tosee the images and make your selec-tion, as well as ask for special attention(retouching to remove a blemish, forinstance). After a session: A professional photogra-4

pher should supply you with a varietyof different final products, dependingon your needs. You may need printsfor your boardroom, or a file to sendto the national newspaper for an an-nouncement, or an image uploaded toyour website. If you require digital files,make certain to be informed on the

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

28TopicsHOW TO USE PHOTOS IN YOUR MARKETING

Strengthen your firm’s brand withattention-grabbing images

Anna Beaudry

It’s a good idea tocreate an appropriate

budget for photographyand acquire high-quality

images. Create a lineitem for photography inyour company budget; itis a valuable investment

in the future of yourfirm

Branding with photos fl to Page 29

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specifics of file storage. With what’sknown as “data loss”, there is no guar-antee that your images will live foreverin a digital format. Negatives withstoodthe test of time, but pixels are a lot lessstable. Consider that you are responsi-ble for storing this image.

A CLEAR UNDERSTANDING OF TERMSYour photographer will likely ask you

to fill out and sign a contract setting outthe details of your project and each per-son’s responsibilities. This should specifywhat you are purchasing exactly, theagreed-upon price, what format your im-ages will be delivered in, and the licensesets out how you may use your images.Most contracts contain a standard model

release outlining the details of the differ-ent uses of the images created by you andthe photographer.

You may be required to pay a retaineron account if this is the first time you aredoing business with each other. Check thepayment terms on the invoice. Digital pro-cessing or file management fees may ap-ply. These are fees for processing raw filesinto a variety of final output formats suchas jpg, tiff or psd.

This may also include the cost of stor-age media, colour calibration for output,sizing, retouching, burning to disks orsending FTP.

A professional photographer has theknowledge and expertise to add significantvalue to your brand and knows how to usevisual symbols to clearly communicateyour message to your customers. Making

sure that you are delivering the right mes-sage is a priority for a pro.

Email Anna for an e-document entitled A QuickLesson on Digital Formats to learn more, and

visit www.AnnaBeaudry.com to view her portfolio.

Backed by three decades of experience, Anna earned

recognition in 2011 as a Certified Professional

Photographer (CPP) through the Professional Pho-

tographers Association, and awarded the presti-

gious Craftsman of Photographic Arts (CPA) des-

ignation in 2012 by Professional Photographers of

Canada. Her images have been published in lead-

ing magazines, and have earned Sam, Georgie and

Building Owners and Managers Association

awards for her clients. Anna has been honoured for

her outstanding contribution to the photographic in-

dustry through the Canadian Association of Profes-

sional Image Creators. Contact her at 604-616-

9712 or [email protected]

WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

29Topics

Beaudry, as she considered her brief for this photograph of Brent Kerr, Derek Winnett, Peter Fairey and Peter Snell, all ofGowlings, says, “Posing, lighting, clothing and choice of environment all play important roles in conveying the key brandmessage for the Gowlings team; to inspire trust as an effective business partner.” Inset: An ad developed for the photo.

Branding with photos fl from Page 28

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WINTER 2013-2012 ✦ BC Legal Management Association ✦ www.BCLMA.org ✦ Member Services: [email protected]

BOARD OF DIRECTORSCindy Hildebrandt, President

Richards Buell Sutton LLPD: [email protected]

Anita Parke, SecretaryThorsteinssons LLPD: [email protected]

Ernie Gauvreau, DirectorGowlingsD: [email protected]

Lori-ann Birdsall, DirectorGowlingsD: [email protected]

Susan Spalding, DirectorOwen BirdD: [email protected]

Paula Kiess, DirectorMcCullough O’Connor Irwin LLPD: [email protected]

Leslie Morgan, DirectorHarper Grey LLPD: [email protected]

Angela Zarowny, TreasurerAngela M. Zarowny, BA, CGA,

Accounting ServicesD: [email protected]

ADMINISTRATIONJane Kennedy, BCLMA Administrator & Membership ServicesPO Box 75562, RPO Edgemont VillageNorth Vancouver, V7R 4X1

P: 604.988.1221F: [email protected]

BCLMA BOARD OF DIRECTORS, SUBSECTION CHAIRS & CO-CHAIRS

Facilities & Service ManagementMarina Pellerin, Chair

CFM LawyersDirect: [email protected]

Harmony Cornwell, Co-Chair

BlakesD: [email protected]

FinancePelar Davidson, Chair

Oyen WiggsD: [email protected]

Aimee Kunzli, Chair

Slater VecchioD: [email protected]

Human ResourcesMarketa Rumlena, Chair

Fasken MartineauD: [email protected]

Elizabeth Jackson, Co-Chair

Farris VaughanD: [email protected]

Litigation SupportLisa Rennie, Chair

GowlingsD: [email protected]

Michael Conde, Litigation Support Co-Chair

Borden Ladner D: [email protected]

Knowledge ManagementEuan Sinclair, Chair

Lawson LundellD: [email protected]

Carolyn Petrie, Co-Chair

Bull HousserD: [email protected]

Small FirmsLisa Dawson, Chair

KornfeldD: [email protected]

Natalie Foley, Co-Chair

Miller TiterleD: [email protected]

TechnologyGeorge Lo, Chair

Alexander HolburnD: [email protected]

TrainersTara Cain, Chair

DavisD: [email protected]

Gloria Bordon, Co-Chair

Harper GreyD: [email protected]

SUBSECTION CHAIRS

DENNIS COX

TOPICS EDITORIAL COMMITTEEBob Waterman, Chair

Richards BuellD: [email protected]

Lorraine Burchynsky, Topics Advertising

Boughton LawD: [email protected]

Paula ButlerButler Workplace SolutionsD: [email protected]

Pelar DavidsonOyen WiggsD: [email protected]

Ann HalkettAlexander Holburn D: [email protected]

Sunita MarchCFM LawyersD: [email protected]

Stephanie [email protected]

Jane KennedyBCLMA Administrator D: [email protected]

Peter MorganMorgan:NewslettersD: [email protected]