Law Practice Management

News & Analysis as of

Effective calendaring and email systems prevent claims Whoops – Legal Malpractice Prevention

Computers and technology have changed every aspect of the modern law practice. Email, for instance, has completely transformed the practice of law. Electronic communication is instantaneous, continuous, and ubiquitous. It is...more

Law Firm Selling: It’s Important to Separate When You Are Selling and When You Are Lawyering

When you are pitching business and you hear “you gave the best presentation….but, we hired the other firm,” what happened? You likely educated the buyer and someone else closed the business. Remember to stay in “sales mode.”...more

Chambers USA: 4 Changes for This Year’s Submissions

It’s that time of year all legal marketers love to hate: Chambers season! Editor, Laura Mills recently released three changes to the usual submission process, which we recap here. In addition, we’ve added a few pointers for...more

The Challenges of “Staying in Place” to Address Succession Planning

Over the past few months, we’ve dedicated much of our blog space to the significant challenges associated with succession planning in law firms. Variations of this topic come up in most current conversations with clients and...more

A GC’s Guide to Winning (and Keeping) Business

In my career, I have had the opportunity to be general counsel for a bank holding company, a large state medical center and a state bar association. Each entity was different in terms of its leadership and operating...more

Law Firm Business Development: Take a Team Approach

We encourage each of our individual clients (Partners, Associates, and Counsel alike) to develop individual business development plans. We also continually emphasize the importance and value of teamwork in business...more

Starting Your Law Practice: Taking the First Steps

“Those who never try or quit too early end up working for those who tried and never quit.” True in any business and life in general, even more so in the solo practice of law—going solo requires you to step out and charge...more

The CRM Foundation

Once you have a concrete strategy and have formed a plan, you need to build a solid foundation for long term CRM success. Doing this type of ‘groundwork’ will ensure that your CRM implementation and structure will stand the...more

Your Cheat Sheet for the Generational Divide

If I were to guess, your legal department is managed by Boomers and Gen-Xers, but many of the lawyers in your group are millennials. The law firm world is no different, although I believe we are mostly boomer-led. Have you...more

Confidentiality Among Co-Clients?

Whenever you’re representing multiple clients with respect to the same subject matter, make sure to address the issue of confidentiality right at the beginning of the attorney-client relationship—in fact, you should cover it...more

Can a Digital Device Replace the Staid Legal Pad? — Microsoft Surface

Our mission: find the perfect computing device. It should: - Run nearly any software. - Provide remote connection to the office from the wilds of Alaska. - Be small, but not too small....more

Do You Want to Hear A Few More Things About the Millennials? You Should.

In recent years, a cultural fascination has emerged with the so-called “millennial” generation. Defined as those born from the early 1980s to around 2000, this generation thinks and works differently than prior generations....more

Tips for the Law Practice — Improving Word with Tabs

We recently upgraded from Microsoft Office 2010 to Office 2013. To add to the change, we went to Microsoft 365, a cloud based framework. For the most part the transition went smooth, largely because we have cooperative...more

The Connection between Coaching and Mentoring and Great Lawyer Careers -- Sporkin's Kids and other Examples

My previous post excerpted the introduction "How to Solve the Legal Profession's Diversity Problem." The article suggests that our diversity challenges are rooted in a systems problem. First, our systems for selecting and...more

A Client Shouldn’t Be Just a Number to You, Except in Your Filing System

You’ve started a law practice and the clients are beginning to arrive. How will you organize your client files? Your first thought may be to use an alphabetical system by client name. Big mistake. Instead, stick to numbers....more

The Lawyers' Lawyer Newsletter - Recent Developments in Risk Management - March 2016

Motion to Withdraw — Meaning of Requirement to "Diligently Attempt" to Locate the Client: Caveman Foods, LLC v. Ann Payne's Caveman Foods, LLC, Civ. No. 2:12-1112 WBS DAD - Risk Management Issue: When a lawyer or law...more

The Evolution of Law Firm Compensation

Law firm compensation plans are by and large unsophisticated, hard to administer, too subjective, opaque, and reward the wrong behaviors. As someone wise once said, “If your compensation plan is in conflict with your...more

Fighting Over Fixed Fees

You have probably seen the Avvo commercials by now: the quick little scenes linked to humorous search terms typed onto the middle of the screen. The little public intoxication dog is adorable and has helped grab a lot of...more

The Crucial Difference in Real Deadlines and Perceived Ones

In a recent client feedback interview, a deputy general counsel told a common story. He had all but forgotten the Thursday deadline for a filing in a litigation matter of medium importance. His regular outside litigation...more

Law Firm Business Development: Should you conduct a Go-To-Market Assessment?

Is your firm missing its revenue targets? Is firm leadership struggling with marketing and business development investment decisions? Is it clear to the lawyers what the marketing and business development department can do...more

Getting Succession Right: Remember – It’s Personal

In multiple posts over the last several weeks, including “Succession Planning Challenges – No Surprises Here” and “The Impact of Succession Challenges in Smaller Markets”, my partner, Mike Short, has explored various aspects...more

Solving the Legal Profession's Diversity Problem

Below is an excerpt from an article I just published in the PD Quarterly. The topic is diversity, one of the hardest and most intractable problems affecting the legal profession. What makes this article different is that it...more

Book Review: ‘Creating a Cross-Serving CultureShift: Mastering Cross-Selling for Lawyers and Leaders,’ by David Freeman

No one will disagree that it is often easier to get work from existing clients than from prospective clients, yet huge obstacles to cross-selling still existing in law firms. In his book, Creating a Cross-Serving...more

Be a Resource—Not a Roadblock

In some businesses, clients view their lawyers as impediments to making things happen. Those clients often work with outside counsel who throw up roadblocks and tell them why something won’t work instead of seeking a solution...more

Strategic International Expansion: Doing the Right Due Diligence Will Increase Your Chances of Success

As the world becomes smaller and globalization in most industries is now a given, more and more firms are thinking about global expansion. Many firms are attracted to the possibility of getting a piece of what they think is a...more

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