Case Case1:20-cv-01949-VEC 1:20-cv-01949-VEC Document Document30 29 Filed Filed09/01/20 08/31/20 Page Page11of of14 4 August 31, 2020 Honorable Valerie E. Caproni United States District Judge Southern District of New York 40 Foley Square New York, New York 10007 Re: Chevrestt v. Barstool Sports, Inc. (1:20-cv-1949-VEC) Dear Judge Caproni: In compliance with the Court’s order, I respectfully submit that I have completed the following CLE programs: 1) Ethical Law Office Management for Solo Practitioners 2) Flying Solo: Managing Your Practice, Your Team, and Your Finances 3) Litigation Issues for Small Law Firms and Solos 4) Transforming a Solo Practice with Practice Management Software 5) Admitting our mistakes: Owning up to Lawyer Missteps and the Perilous Consequences of Trying to Bury Professional Error 6) Time Management for Attorneys: Eight Essential Elements Attached in Exhibit A please find proof of completion. Due to technical glitch, I am still waiting on one certificate from the American Bar Association. I am attaching in Exhibit A the e-mail to the ABA asking for the certificate of completion. One program entitled Panel of Lawyers Who are Doing it: Practice Management Technology to Grow Your Solo/Small Law Practice Ethically was not recorded and thus I was unable to watch this program on-line. However, instead of watching only two of the following in number 5 in your Honor’s Order, I watched all three programs. What I learned in Admitting our mistakes: Owning up to Lawyer Missteps, is relevant here because I didn’t realize that this program was only available as a live event and was not going to be recorded like the other programs identified above. I apologize to the Court for this mistake. What I learned from each course: 1) Ethical Law Office Management for Solo Practitioners Case Case1:20-cv-01949-VEC 1:20-cv-01949-VEC Document Document30 29 Filed Filed09/01/20 08/31/20 Page Page22of of14 4 a. Risk- Pros and Cons of starting your own practice i. Pros: 1. Establishing a name in the community 2. Long-Term Profitability 3. Self-Gratification ii. Cons: 1. Start-Up Costs 2. Lack of Office Support 3. No Initial Salary/Benefits 4. Ethical Conundrums 2) Flying Solo: Managing Your Practice, Your Team, and Your Finances a. Practice Management Software i. Clio- client has push notifications, cloud based, push to all your devices, docket management system, task management, integrated payment system, ii. PracticePanther- generate bills, works with Microsoft, integration with QuickBooks, client portal, notifications and chat iii. Filevine- case management, in-house texting, integrated bills iv. Needles- comprehensive workflow automation, advance document management v. Avaza- project management, resource scheduling, online timesheets, expense management, recurring invoicing vi. Rocket Matter- fully customizable matter templates, business intelligence 3) Litigation Issues for Small Law Firms and Solos a. Use technology to your advantage i. Videoconferening (Skype, zoom, facetime ii. Hands-free, good-quality phone service iii. Second Monitor or Screen iv. Fast Wifi Connection v. Get a Tablet for document management b. Keep Your Cases Moving i. Delay is a Defendant’s friend c. Depositions i. Video ii. Skype iii. Share screen d. Strengths/Advantages of Smaller Firms i. Flexible Pricing ii. Lower overhead iii. Nimble Decisive management iv. Unique, specialized strategy choices v. No conflict 4) Transforming a Solo Practice with Practice Management Software 2 Case Case1:20-cv-01949-VEC 1:20-cv-01949-VEC Document Document30 29 Filed Filed09/01/20 08/31/20 Page Page33of of14 4 a. Importance of having Practice Management Software (helps manage your practice, efficiently and more producibility) i. PracticePanther- Email, Save in native formats In PDF, time activated when email opened/closed, synchronization with outlook and/gmail ii. SmokeBall- Automated/one touch filing in folder or matter learning/matter, Coordinate with existing folders in Outlook/Gmail 5) Admitting our mistakes: Owning up to Lawyer Missteps and the Perilous Consequences of Trying to Bury Professional Error Don’t be afraid of owning up to your own mistakes a. Ethics- guidelines that state the dos and don’t in a specific context b. Professionalism- specific traits expected of a professional c. Civility and Respect- good not behavior d. Integrity- work on the clock e. Keep your promisesf. Commitment- stay dedicated g. Character- dependable, open-minded. h. Punctual- Be on table 6) Time Management for Attorneys: Eight Essential Elements Manage your day-to-day by planning in the beginning of the day what your day will look like Key to Success 1) There will be phases of personal response 2) Know that feelings can be displaced 3) Be Patient with self and others as you adjust 4) Extra communication is essential 5) Negotiate w colleagues and family 6) Balance structure and flexibility Routines are critical a) Sleep patterns b) Meal and Snack Times c) Break Times d) Exercise and self-care e) Media Consumption f) Family/Friend Time g) Workspace Organization h) Colleague Meeting Time The Eight Elements a) Plan Effectively- Daily, Quarterly, Annually b) Capture & Update Tasks c) Prioritize & Schedule d) Train, Delegate & Supervise 3 Case Case1:20-cv-01949-VEC 1:20-cv-01949-VEC Document Document30 29 Filed Filed09/01/20 08/31/20 Page Page44of of14 4 e) f) g) h) Organize Info & Email Optimize Procedures Frame Boundaries Cultivate Self-Awareness Mindfulness a) Paying attention in a particular way: on purpose in the present moment and nonjudgmentally so you can be your physically, emotion, and cognitive best. Based upon what I learned in the above CLE’s, I am continuing to learn new things in my practice management software to run things more efficiently and smoothly. I also am making sure to own up to my mistakes that do happen. I am also improving my time management skills by implementing some of the essential guidelines learned such as managing a plan at the beginning of the day. I am changing the way I use technology such as calendaring to make sure tasks get done on time and items get docketed correctly. I have also learned to delegate tasks that can be delegated to make the work flow more efficient. I thank the Court for recommending these CLE programs and look forward to continuing to implement what I learned into my practice. Respectfully submitted, /s/Richard Liebowitz Richard P. Liebowitz Mr. Liebowitz was directed to submit a report detailing "how he is changing the practices in his firm based on what he learned" in these courses. Dkt. 28. Mr. Liebowitz's above-statement that he is "changing the way I use technology such as calendaring to make sure tasks get done on time and items get docketed correctly" is insufficient. No later than September 8, 2020, Mr. Liebowitz is directed to file a letter detailing the specific and concrete changes he is making to his practice. Additionally, no later than September 8, 2020, Mr. Liebowitz is directed to explain why he unilaterally substituted another course in direct violation of a previous Court order and without the Court's permission. Mr. Liebowitz is also directed to proofread carefully his submissions before submitting them. His letter dated August 31, 2020, is riddled with typos that presumably would have been caught had Mr. Liebowitz proofread the letter prior to submission. SO ORDERED. 9/1/2020 HON. VALERIE CAPRONI UNITED STATES DISTRICT JUDGE 4 Case Case1:20-cv-01949-VEC 1:20-cv-01949-VEC Document Document29-1 30 Filed Filed09/01/20 08/31/20 Page Page51ofof14 10 Case 3:20-cv-02512-G Document 1-1 Filed 08/25/20 Page 1 of 2 PageID 5 EXHIBIT A Case Case1:20-cv-01949-VEC 1:20-cv-01949-VEC Document Document29-1 30 Filed Filed09/01/20 08/31/20 Page Page62ofof14 10 Case Case1:20-cv-01949-VEC 1:20-cv-01949-VEC Document Document29-1 30 Filed Filed09/01/20 08/31/20 Page Page73ofof14 10 Case Case1:20-cv-01949-VEC 1:20-cv-01949-VEC Document Document29-1 30 Filed Filed09/01/20 08/31/20 Page Page84ofof14 10 Case Case1:20-cv-01949-VEC 1:20-cv-01949-VEC Document Document29-1 30 Filed Filed09/01/20 08/31/20 Page Page95ofof14 10 Case Case 1:20-cv-01949-VEC 1:20-cv-01949-VEC Document Document 29-1 30 Filed Filed09/01/20 08/31/20 Page Page106 of of 14 10 Case Case 1:20-cv-01949-VEC 1:20-cv-01949-VEC Document Document 29-1 30 Filed Filed09/01/20 08/31/20 Page Page117 of of 14 10 Case Case 1:20-cv-01949-VEC 1:20-cv-01949-VEC Document Document 29-1 30 Filed Filed09/01/20 08/31/20 Page Page128 of of 14 10 Case Case 1:20-cv-01949-VEC 1:20-cv-01949-VEC Document Document 29-1 30 Filed Filed09/01/20 08/31/20 Page Page139 of of 14 10 Case Case1:20-cv-01949-VEC 1:20-cv-01949-VEC Document Document29-1 30 Filed Filed09/01/20 08/31/20 Page Page14 10ofof14 10