SSFC - Systems and Processes

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the Illinois State Bar Association
Sponsored by the ISBA Mutual Insurance Company


0.75 hours MCLE credit, including 0.75 hours Professional Responsibility MCLE credit in the following category: Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention credit


Original Program Date: Friday, September 20, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­November 11, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


Join us for an in-depth look at how to better streamline your administrative tasks so you can spend more time helping clients and less time monitoring your cases and manually processing your workflow.

Program Moderator:
Rachel N. Hernandez, Bruckner Hernandez Legal Solutions, St. Charles

Program Speaker:
Melanie Leonard, President & CEO, Streamlined.Legal, Naperville


*Originally presented as part of the ISBA’s Solo & Small Firm Conference 2024: Empowering Attorneys with Practice and Technology Tools. Find more sessions in this series in the ISBA On-Demand CLE catalog.


Pricing Information
  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $26.25 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $52.50
    • New Attorney Member (within the first five years of practice) - $18.75
    • Law Students – Free

SSFC - Microsoft 365 Tips and Tricks

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the Illinois State Bar Association
Sponsored by the ISBA Mutual Insurance Company


1.0 hours MCLE credit, including 1.0 hours Professional Responsibility MCLE credit in the following category: Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention credit


Original Program Date: Friday, September 20, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­November 11, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


Discover the best tips and tricks available in your Microsoft Office suite, including features you never knew existed and the hottest releases for Microsoft 365 subscribers. Topics include: how to ramp up your efficiency by getting your settings right and dictating emails and documents; preventing embarrassing errors in your documents by ensuring that your Word settings are spell-checking everything you type; processing email faster with rules, quick steps, and other Outlook tips and tricks; letting Excel enter and manipulate data for you and get control over printing from Excel; how to animate bullet points in PowerPoint to keep your audience (a jury, a board room, or your client)engaged; presenting professionally with presenter view; using One Drive to securely share files; and how to use the Microsoft app suite to schedule meetings efficiently, stay on top of your tasks, manage your matters, improve internal communication, and ramp up your client in take form.

Program Moderator:
John Locallo, Amari & Locallo, Chicago

Program Speaker:
Jeffrey Schoenberger, Affinity Consulting, Ohio


*Originally presented as part of the ISBA’s Solo & Small Firm Conference 2024: Empowering Attorneys with Practice and Technology Tools. Find more sessions in this series in the ISBA On-Demand CLE catalog.


Pricing Information
  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $35 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $70
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free

SSFC - Top Tips in 10 Minutes

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the Illinois State Bar Association
Sponsored by the ISBA Mutual Insurance Company


0.50 hours MCLE credit


Original Program Date: Thursday, September 19, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­November 11, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


Capture some of the best ideas to incorporate into your practice during this fast-paced session.

1.Backup Lawyers for Solo & Small Firms
Kathleen O’Shaughnessy, ISBA Mutual Insurance Company, Chicago

2. Notaries and Digital Signatures
David Finnigan, Director of the Index Department, Illinois Secretary of State, Springfield

3. Artificial Intelligence, Billing Issues, and Ethics
Mark C. Palmer, Illinois Supreme Court Commission on Professionalism, Champaign


*Originally presented as part of the ISBA’s Solo & Small Firm Conference 2024: Empowering Attorneys with Practice and Technology Tools. Find more sessions in this series in the ISBA On-Demand CLE catalog


Pricing Information
  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $17.50 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $35
    • New Attorney Member (within the first five years of practice) - $12.50
    • Law Students – Free

SSFC - Building and Growing an Effective Team and HR Management Issues

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the Illinois State Bar Association
Sponsored by the ISBA Mutual Insurance Company


1.0 hours MCLE credit, including 1.0 hours Professional Responsibility MCLE credit in the following category: Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention credit


Original Program Date: Thursday, September 19, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­November 11, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


This presentation offers a look at how to build and grow an effective team while overcoming HR management issues. Topics include: how to address the hiring challenges you may face (such as competing with government and not-for-profits), building relationships, the generational issues to be aware of (and how to address them), and tips on how to make a profit.

Program Moderator:
John Locallo, Amari & Locallo, Chicago

Program Speaker:
Sarah L. Mitial, People Architectural Group, LLC, Chicago


*Originally presented as part of the ISBA’s Solo & Small Firm Conference 2024: Empowering Attorneys with Practice and Technology Tools. Find more sessions in this series in the ISBA On-Demand CLE catalog.


Pricing Information
  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $35 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $70
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free

SSFC - Time Management Technology Tools

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the Illinois State Bar Association
Sponsored by the ISBA Mutual Insurance Company

1.0 hours MCLE credit, including 1.0 hours Professional Responsibility MCLE credit in the following category: Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention credit


Original Program Date: Thursday, September 19, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­November 11, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


This session focuses on making technology work for you. Learn tech-oriented tools designed to make a lawyer’s life easier, strategies for learning how to use new technology, and the research regarding multitasking and how staying concentrating on one thing at a time can make lawyers far more efficient. We’ll talk about technologies, techniques, and apps applicable to computers, smartphones, and tablets.

Program Moderator:
Genevieve E. Miller, Singewald Law Firm, Chicago

Program Speaker:
Jeffrey Schoenberger, Affinity Consulting Group, Ohio


*Originally presented as part of the ISBA’s Solo & Small Firm Conference 2024: Empowering Attorneys with Practice and Technology Tools. Find more sessions in this series in the ISBA On-Demand CLE catalog.


Pricing Information
  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $35 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $70
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free

SSFC - Best Practices for Successful Client Management

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the Illinois State Bar Association
Sponsored by the ISBA Mutual Insurance Company


1.0 hours MCLE credit, including 1.0 hours Professional Responsibility MCLE credit in the following category: Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention credit


Original Program Date: Thursday, September 19, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­November 11, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


This segment offers the best practice tips you need to build and maintain successful client management. Topics include: intake, termination, and communication.

Program Moderator:
Genevieve E. Miller, Singewald Law Firm, Chicago

Program Speaker:
Melissa Smart, Attorney Registration & Disciplinary Commission, Chicago


*Originally presented as part of the ISBA’s Solo & Small Firm Conference 2024: Empowering Attorneys with Practice and Technology Tools. Find more sessions in this series in the ISBA On-Demand CLE catalog.


Pricing Information
  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $35 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $70
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free

SSFC - Using Technology as a Client Communication Tool

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the Illinois State Bar Association
Sponsored by the ISBA Mutual Insurance Company


0.75 hours MCLE credit, including 0.75 hours Professional Responsibility MCLE credit in the following category: Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention credit


Original Program Date: Thursday, September 19, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­November 11, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


This session provides practitioners helpful tips and tricks for incorporating the latest legal technology into everyday practice. Learn about virtual and cloud-based practice management options, engaging clients through client portals, creating and using automated templates to streamline communication, and security considerations of communicating with clients using these tools, including how to respond in times of crisis. Communication by texting and voice mail is also addressed, along with tips for setting boundaries.

Program Moderator:
Rachel N. Hernandez, Bruckner Hernandez Legal Solutions, St. Charles

Program Speaker:
Michael P. McCready
, McCready Law, Chicago


*Originally presented as part of the ISBA’s Solo & Small Firm Conference 2024: Empowering Attorneys with Practice and Technology Tools. Find more sessions in this series in the ISBA On-Demand CLE catalog.


Pricing Information
  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $26.25 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $52.50
    • New Attorney Member (within the first five years of practice) - $18.75
    • Law Students – Free

SSFC - Artificial Intelligence and the Legal Profession

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the Illinois State Bar Association
Sponsored by the ISBA Mutual Insurance Company


1.0 hours MCLE credit, including 1.0 hours Professional Responsibility MCLE credit in the following category: Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention credit


Original Program Date: Thursday, September 19, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­November 11, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


This presentation explores how artificial intelligence is transforming the legal profession, with a special focus on the unique needs of small firms and solo practitioners. Learn how artificial intelligence tools can streamline research, enhance case preparation, and improve client service, offering a competitive edge in the evolving legal landscape. We'll also discuss practical steps for adopting AI technology to maximize efficiency while maintaining the personal touch that small firms pride themselves on.

Program Moderator:
Diana C. Servos, S.T. Legal Group, Deerfield

Program Speaker:
Christina Jack, VLex, Wisconsin


*Originally presented as part of the ISBA’s Solo & Small Firm Conference 2024: Empowering Attorneys with Practice and Technology Tools. Find more sessions in this series in the ISBA On-Demand CLE catalog.


Pricing Information
  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $35 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $70
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free

SSFC - Employment Law Basics for Managing Your Office

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the Illinois State Bar Association
Sponsored by the ISBA Mutual Insurance Company


0.75 hours MCLE credit, including 0.75 hours Professional Responsibility MCLE credit in the following category:
Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention credit


Original Program Date: Thursday, September 19, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­November 11, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


Get the employment law basics you need to manage your office with this informative segment. Topics include: the 1099 changes you need to be aware of, the parameters for people working for free, and what you need to know about Form W-2.

Program Moderator:
John Locallo, Amari & Locallo, Chicago

Program Speaker:
Jerri Adams Belcher, Engelmeier & Umanah, Minnesota


*Originally presented as part of the ISBA’s Solo & Small Firm Conference 2024: Empowering Attorneys with Practice and Technology Tools. Find more sessions in this series in the ISBA On-Demand CLE catalog.


Pricing Information
  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $26.25 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $52.50
    • New Attorney Member (within the first five years of practice) - $18.75
    • Law Students – Free

SSFC - Marketing Your Practice with the Assistance of Artificial Intelligence

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the Illinois State Bar Association
Sponsored by the ISBA Mutual Insurance Company


1.0 hours MCLE credit, including 1.0 hours Professional Responsibility MCLE credit in the following category: Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention credit


Original Program Date: Thursday, September 19, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­November 11, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


Want to save money on your marketing and have your marketing be more effective? Incorporating AI can decrease the need to spend money on marketers, can increase your reach to potential clients/referral sources, and can make it easier for clients to find you. Learn how you can incorporate AI into your firm's marketing with actionable advice that you can implement today.

Program Moderator:
Genevieve E. Miller
, Singewald Law Firm, Chicago

Program Speaker:
Andrew G. Vaughn, Deviant Marketing, Chicago


*Originally presented as part of the ISBA’s Solo & Small Firm Conference 2024: Empowering Attorneys with Practice and Technology Tools. Find more sessions in this series in the ISBA On-Demand CLE catalog.


Pricing Information
  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $35 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $70
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free