ISBA’s Practice Toolbox SeriesPresented by the Illinois State Bar Association
Live Webcast
Tuesday, May 13, 2025
12:00 - 1:05 p.m.
1.0 hour MCLE credit, including 1.0 hour approved Professional Responsibility MCLE credit in the following category: Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention credit
In this session, we develop a tech-centric onboarding and offboarding plan for law firm employees, with a focus on creating comprehensive checklists to streamline the process. Learn how to set up new hires with essential software, secure access to client files, and ensure compliance with cybersecurity protocols from day one. The session also addresses best practices for offboarding, including revoking access to sensitive data and preserving firm confidentiality. Get started building a structured onboarding and offboarding process that supports a secure and productive work environment.
Program Speaker:
Jeffrey Schoenberger, Affinity Consulting, Ohio
About the Speaker: Jeff’s unique role at Affinity involves managing our Practice Management Advisory program. Prior to joining the Affinity family, Jeff practiced law with Legal Aid in Cincinnati, Ohio. He learned about Affinity and consulting as a career path through some of partners Paul Unger’s and Barron Henley’s CLE courses. Jeff’s describes his superpower as his ability to “get the podcast done.” His favorite part of his job is discovering new tech and techniques to help attorneys.
Original source can be found here.