Overview

About Beverly Michaelis

Beverly Michaelis received a B.S. degree from Portland State University in 1982 and a J.D. from the Northwestern School of Law at Lewis & Clark College in 1986. She is a member of the Oregon State Bar, Oregon Trial Lawyers Association, and American Bar Association with over 25 years' experience in the legal field as a lawyer and legal assistant. Ms. Michaelis provides confidential practice management assistance to Oregon attorneys to reduce their risk of malpractice claims, enhance their enjoyment of practicing law, and improve their client relationships through clear communication and efficient delivery of legal services.

Ms. Michaelis practiced with a personal injury firm in Portland and provided pro bono legal services through the Volunteer Lawyers Project for over 8 years. Before joining the Professional Liability Fund as a Practice Management Advisor in May 1996, she was Placement Director and Associate Executive Director of the Multnomah Bar Association for 8 years. She is a frequent speaker and writer on a variety of practice management, technology, and malpractice avoidance topics for the Professional Liability Fund, Oregon State Bar, law-related associations, and Oregon law schools.

Oregon Sole and Small Firm Practitioner Profile available at http://www.osbssfp.org/?page_id=835&b_num=862461.

Professional Experience
ExperienceYears
Law Practice Management Advisor, Professional Liability Fund1996-Current
Associate Executive Director & Placement Service Director, Multnomah Bar Association1987-1996
Associate/Legal Assistant-Office Manager, Law Offices of Linda J. Rudnick1981-1987
Education
SchoolFocusDegreeYear
Lewis and Clark Law School - Lewis and Clark CollegeJ.D.1986
Honors: Mock Trial
Portland State UniversityPolitical Science & Admin of JusticeB.S.1982
Honors: Graduated with High Honors
Professional Activities
ActivityOrganizationStart YearEnd Year
PresenterPortland Community College20112011
Details: File and Records Management - Law Office Management Class
PresenterProfessional Liability Fund20112011
Details: Presenting Tips, Sites, and Gadgets in 7 cities
PresenterProfessional Liability Fund20112011
Details: Presenting Survival Tips for Organizing Your E-Mail and Practicing in eCourt
PresenterProfessional Liability Fund20112011
Details: Presenting Trust Accounting: Your Financial and Ethical Responsibilities
Ethics Trainer - CLM ExamOregon Legal Management Association20102010
PresenterNational Association of Document Examiners20102010
PresenterNALS of Oregon Mid-Willamette Valley20102010
Details: Presented: Avoiding the Unauthorized Practice of Law
PresenterDouglas County Bar Association 20102010
Details: Presented E-filing and E-Notice Tips
PresenterOregon Trial Lawyers Legal Staff Section20102010
Details: Microsoft Word Tips & Tricks Adobe Acrobat Tips & Tricks
PresenterMid-Columbia Bar Association 20102010
PresenterOregon State Bar - Sole and Small Firm Practitioners Section20102010
PresenterPacific Northwest Paralegal Association20092009
Presenter, Graduate Fellows ProgramNorthwestern School of Law, Lewis & Clark20092009
Presenter, Solo & Small Firm BootcampKing County Bar Association20092009
PresenterOregon Paralegal Association20082008
PresenterNABRICO (National Association of Bar-Related Insurance Companies)20082008
PresenterDouglas County Bar Association 20072007
PresenterThe Portland Docket Users Group20072007
PresenterOregon State Bar Law Practice Management Section20072007
PresenterEverest College Law Club20072007
PresenterPortland Community College Law Office Management Program20072007
PresenterOregon Women Lawyers Association20072007
PresenterWillamette School of Law20062006
PresenterOregon State Bar - Bar Leaders Conference20052005
PresenterJackson County Bar Association20052005
PresenterOregon Trial Lawyers Association Legal Staff Section20052005
PresenterBar, Legal Staff, and Other Related Associations19962005
Details: Available upon request
Volunteer AttorneyVolunteer Lawyers Project19871996
Awards
AwardOrganizationYear
Outstanding Volunteer AwardVolunteer Lawyers Project1991
Professional Affiliations
PositionYears
Member, Multnomah Bar AssociationCurrent
Member, American Bar AssociationCurrent
Member, Oregon Trial LawyersCurrent
Member, Oregon State Bar Sole and Small Firm Practitioners Section1996-Current
Member, Oregon State Bar Law Practice Management Section1996-Current
Member, Oregon State Bar1986-Current

Publications

Publications
TitlePublisherPublished
To Catch a Thief: How a Partner or Employee Can Steal from Your FirmOregon State BarJanuary, 2010
30 ways to prevent financial loss to you or your clients (protecting against theft, loss, embezzlement and fraud) from Oregon Law Practice Management/Beverly Michaelis
Client Files: Retention and Destruction Rules - Oregon/Washington/CaliforniaSelf-published (SlideShare)May, 2009
FDIC Limits ExtendedProfessional Liability FundJune, 2009
Is It Time To Go Paper-Less?Professional Liability FundFebruary, 2009
Is Your PC's Performance Lagging?Professional Liability FundFebruary, 2009
Managing Client E-MailProfessional Liability FundMay, 2009
Tracked Changes in Microsoft WordSelf-published (SlideShare)May, 2009
Washington Practitioners: Significant Changes to Rules Governing Fees and Expenses Paid in AdvanceProfessional Liability FundMay, 2009
Easy to Use or Easy to Lose? How to Protect Mobile DevicesProfessional Liability FundAugust, 2008
Make the Right Match: What If You Only Represented Clients You Liked?Oregon State BarJuly, 2008
Technology Tips: Using Acrobat 9 in the Law OfficeProfessional Liability FundAugust, 2008
How to Fire a ClientOregon State BarJuly, 2007
Protecting Your Firm (An Update)Professional Liability FundMay, 2007
Technology TipsProfessional Liability FundAugust, 2007
Filing and Service Tips and TrapsProfessional Liability FundFebruary, 2006
Four Simple Ways to Save Client E-MailProfessional Liability FundNovember, 2006
Office Systems CheckupProfessional Liability FundFebruary, 2006
Suing a Corporate DefendantProfessional Liability FundFebruary, 2006
Plan Ahead: Are You Prepared for the Unthinkable?Oregon State BarJuly, 2005
10 Web Sites Every Lawyer Should KnowProfessional Liability FundMay, 2004
Laptop Computers: Protecting Confidential Client InformationProfessional Liability FundOctober, 2004
Power FluctuationsProfessional Liability FundMay, 2004
Working Smarter by Using TechnologyProfessional Liability FundOctober, 2004
Tips For Using the PLF Web SiteProfessional Liability FundJune, 2003
Cyber Solutions: Practice Management Tips for Busy LawyersOregon State BarAugust, 2002
Frequently Asked Questions About FilingProfessional Liability FundFebruary, 2002
Protecting Your FirmProfessional Liability FundMarch, 2002
Windows XPProfessional Liability FundMarch, 2002
Conflict AvoidanceOregon State BarJuly, 2001
Setting Up an Effective Filing SystemOregon State BarJune, 2000
Where To Go For AnswersProfessional Liability FundMarch, 2000
What Will Your Legacy Be?Professional Liability FundMarch, 1999
Is Your Hard-Earned Money Being Stolen?Professional Liability FundMay, 1998
Office Systems in the Year 2000Professional Liability FundNovember, 1998
I Can't Find My ClientProfessional Liability FundMay, 1997
Pro Hac Vice AdmissionProfessional Liability FundJuly, 1997
Weighty NewsProfessional Liability FundMay, 1997
Delay May Mean You PayProfessional Liability FundDecember, 1996
Oregon Corporation Division: When Is It Filed?Professional Liability FundMay, 1996

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