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How to Attract and Retain Good Clients and Avoid Bad Clients

By Sara Skiff | Tuesday, December 1, 2009

Coming today to TechnoFeature: Good client. Bad client. How do you tell them apart? Unfortunately, a clear-cut test doesn't exist. But with law firm management expert Allison Shields' help, you can focus on the former and avoid the latter. In this TechnoFeature, Allison explains how to identify good and bad clients, and attract more of the former and avoid the latter through an exploration of core value and psychographic analysis, pre-qualification, and other techniques they don't teach in law school. If you already have a few bad clients, Allison discusses how to eliminate them. Life's too short to work with people who sap your energy. Free yourself from bad clients today by following Allison's advice.

How to Receive TechnoFeature
Our flagship newsletter never disappoints thanks to its in-depth reporting by leading legal technology and practice management experts, many of whom have become "household names" in the legal profession. It's in TechnoFeature that you'll find our oft-quoted formal product reviews and accompanying TechnoScore ratings. The TechnoFeature newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management | TechnoFeature

Sleep-Inducing Testimonials Plus 84 More Articles

By Sara Skiff | Monday, November 30, 2009

Coming today to BlawgWorld: Our editorial team has selected and linked to 57 articles from the past week worthy of your attention, including our Post of the Week. Here's a sample:

Cloud Computing Threatens Legal IT Professionals

7 Reasons Why eBook Readers Make Lousy Gifts This Year

Can Regional Law Firms Survive?

Verdict Is Good for Law Firm's Custom Title

This issue also contains links to every article in the November/December 2009 issue of Law Practice. Don't miss this issue or future issues.

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of legal technology, practice management, and law firm marketing, but not the only coverage. To stay on top of all the noteworthy articles published in blogs and other online publications you could either hire a research assistant or simply subscribe to BlawgWorld. The BlawgWorld newsletter has received rave reviews and is free. Please subscribe now.

Topics: BlawgWorld Newsletter | Coming Attractions | Gadgets/Shredders/Office Gear | Laptops/Smartphones/Tablets | Law Firm Marketing/Publications/Web Sites | Law Office Management | Online/Cloud

BigLaw: A Tale of Two Large Law Firms: Which Model Will Emerge From the Recession?

By Liz Kurtz | Monday, November 30, 2009

BigLaw-11-23-09-450

Originally published on November 23, 2009 in our free BigLaw newsletter.

Jeremy, a mid-level associate at a large New York law firm (Firm A), thought he had a bad cold. One night while toiling on a brief due in a week, his condition worsened. "I couldn't breathe, and I thought I was going to pass out." He called the partner, notorious for working her teams hard even in the absence of deadlines, and told her he was seriously ill, and that he thought it best to leave. She told him to "tough it out," and stay to finish the brief. Jeremy stayed all night and left the office the next morning. On his way home, he fainted on the train.

Jeremy's wife picked him up and drove him to the hospital, where he was diagnosed with acute pneumonia and dehydration. When he called the firm to tell them what had happened, they sent him a copy of the file and told him to get back to work on the brief upon discharge.

The incident upset Jeremy so much that he found a position at another law firm (which was, at the time, still possible). "I couldn't believe how inhumane they were at Firm A," he recalls bitterly. "They treated me — and all of the associates — like we were disposable. If I had succumbed at my desk, I'm pretty sure they would have kicked my body out of the way and installed someone else to finish that brief."

Jeremy's landed at another large law firm (Firm B) where he "probably billed as many hours" as he had when he was at "Firm A." But, he says, "I loved it there. I had a great experience, and even though my billables were about the same — pretty high — my quality of life was exponentially better."

The Differences Between Firm A and Firm B …

Jeremy's experience raises several questions, which are particularly topical given the heavy toll that law firms have suffered in the era of economic decline. What was the difference between the two firms, and why was one demanding experience so much more palatable than the other? Given that law firms are business ventures above all else, is it possible for them to maintain profitability and to foster a humane work environment? Will "quality of life" end up as another casualty of the financial collapse?

Despite his unfortunate experience at "Firm A," Jeremy believes that the pressure to produce need not render associate life unbearable. The solutions, he says, are relatively simple.

"At Firm A, it was not acceptable to go home, even if you didn't have work. So everyone stuck around for hours, waiting to see if they could get an hour of work here and there." At Firm B, however, attorneys could leave at, or at least near, the end of the business day. "Working remotely was totally acceptable, so no one felt guilty about it," explains Jeremy. "You could go home, have dinner, see your family, and then get a few more hours of work done. It made an incredible difference."

Project management also differed markedly. Firm A created an environment in which associates competed indiscriminately for work, no matter what it was. "Whether you were a first year or an eighth year, you were expected to review documents if you could get a few more hours out of it. There was no attention to capability, class year, or developing expertise," he says. By contrast, Firm B made an effort to match associates to assignments, and, by removing the pressure to "maintain a presence in the office, even if you weren't busy," eliminated the desperation underlying the dynamic that existed at Firm A.

But, Jeremy insists, the biggest difference between the two — and what he considers the most important aspect of Firm B's approach — is "that Firm B gave associates a sense of control. Even though we billed a lot of hours, we had more control over when and where we could get work done."

"Having even a modicum of control over your schedule translates to an immeasurably better quality of life," Jeremy says. "Even a big workload doesn't feel as overwhelming. You feel better, more balanced. You feel like you can take care of personal needs and family priorities without being penalized with disapproval. At the end of the day, I was happy to stay up late and put in extra hours for a firm that understood that I had a life outside of work."

But, Jeremy wonders, will the economic pressure faced by law firms today, combined with a particularly desperate workforce, lead to more "Firm A"-type work environments? "I hope not," he says. "Firms need to look at the big picture. Firm A had a ridiculously high defection rate, whereas Firm B fostered incredible loyalty. In the long run, that loyalty has real value."

How to Receive BigLaw
Many large firms have good reputations for their work and bad reputations as places to work. Why? Published first via email newsletter and later here on our blog, BigLaw goes deep undercover inside some of the country's biggest law firms. But we don't just dish up the dirt. We also mine it for best and worst practices and other nuggets of knowledge. The BigLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: BiglawWorld | Law Office Management | Technology Industry/Legal Profession

Google Revs Legal Research Engine Plus 61 More Articles

By Sara Skiff | Monday, November 23, 2009

Coming today to BlawgWorld: Our editorial team has selected and linked to 62 articles from the past week worthy of your attention, including our Post of the Week. Here's a sample:

Free Legal Research by Google and What It Means

San Francisco: There's an App for That

Are Best Practices Really Best?

Why Proskauer Rose is the No. 1 Marketer in the Profession

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of legal technology, practice management, and law firm marketing, but not the only coverage. To stay on top of all the noteworthy articles published in blogs and other online publications you could either hire a research assistant or simply subscribe to BlawgWorld. The BlawgWorld newsletter has received rave reviews and is free. Please subscribe now.

Topics: BlawgWorld Newsletter | Coming Attractions | Laptops/Smartphones/Tablets | Law Firm Marketing/Publications/Web Sites | Law Office Management | Legal Research | Online/Cloud | Technology Industry/Legal Profession

SmallLaw: Top Five Small Law Firm Management Tips

By Allison Shields | Monday, November 23, 2009

SmallLaw-11-16-09-450

Originally published on November 16, 2009 in our free SmallLaw newsletter.

TechnoLawyer asked me to reflect on a year of blogging about law firm management, and choose my top five tips for small firms. You'll find them below. Please reply if you have employed any of these suggestions in 2009, or if you have tips of your own to share.

Know the Source of Your Best Clients

Instead of making assumptions about where your clients come from, keep track of the statistics and take the time to think about your ideal client and how your existing clients compare with that ideal. Determine who refers business to you, and whether they refer the business you want. Armed with this information, you can improve your marketing and business development efforts.

See Do You Know Where Your Clients Come From?

Make It Easy for Clients to Hire You

Law is a profession, but lawyers must still think like businesspeople and act strategically to attract the right clients. Make it easy for your clients to hire you. Publish useful legal information so that prospective clients can find you. Don't forget to list your contact information.

Nowadays, you can share your knowledge using low cost platforms such as blogs, microblogs (e.g., Twitter), and online videos (see YouLaw for tips). Also directing readers to additional information on the same topic may send them away momentarily, but they'll remember the source.

See How Easy Is it to Hire You?

Manage Email Effectively

To be productive, you need to manage the daily deluge of email. First, eliminate unnecessary email. Enter appointments into your planner/calendar immediately and delete the email. Drag and drop email into your calendar to preserve the details.

Purge alerts, advertisements, and newsletters from your inbox. If you haven't read it after a week, delete it or save it to a designated folder. When you need the information, use desktop search programs to locate it.

Unless you frequently receive urgent email don't review your email first thing in the morning or review it constantly throughout the day. Create folders and set up rules and filters to automatically route email to the correct folder.

See Email Management Tips for Lawyers

Consider Practice and Document Management Software

Practice management and document management software provide many advantages for solo and small firm lawyers. Document management software enables you to categorize and easily search for and retrieve documents.

Practice management software can link clients, matters, and documents, making file review and client communication easier. Practice management software also is a huge time saver when a client's information changes — change it once, in one location, and it's done.

Practice management programs integrated with time and billing programs can help you create and assemble documents with oft-used information and can help you track and bill your time for those activities as they're being performed.

Must you buy these tools? Probably not, but the productivity and efficiency you gain make them a worthwhile investment.

See Do Lawyers Really Need Practice Management Software?

Prevent Client Dissatisfaction

All lawyers encounter difficult clients and scenarios. Conflicts with clients often arise because clients feel you don't understand their point of view. To you, it may be just another case. But to the client, it's their life or livelihood.

Mirror the client's concerns. After the client explains the issue, reflect it back to them so that the client knows you're listening, and and that you understand the issues.

Confrontations can also arise when the unexpected occurs. You can prevent difficult client situations through preparation and by setting boundaries at the outset of the engagement.

See Effectively Dealing With Difficult Client Situations

Written by Allison C. Shields, Esq. of Legal Ease Consulting.

How to Receive SmallLaw
Small firm, big dreams. Published first via email newsletter and later here on our blog, SmallLaw provides you with a mix of practical advice that you can use today, and insight about what it will take for small law firms like yours to thrive in the future. The SmallLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Law Office Management | SmallLaw

The Pros and Cons of Using SaaS Products in Law Offices

By Sara Skiff | Tuesday, November 17, 2009

Coming today to TechnoFeature: There's a new kid in town — software as a service (SaaS), aka cloud computing. Many early adopter law firms have embraced SaaS, but should you? In this issue, lawyer and free thinker Jeff Allen lays down the law on SaaS. In a refreshing and unbiased look at this technology, Jeff explores the benefits and risks, and explains how to evaluate vendors and their SaaS offerings. Jeff's advice won't just save you time and money.

How to Receive TechnoFeature
Our flagship newsletter never disappoints thanks to its in-depth reporting by leading legal technology and practice management experts, many of whom have become "household names" in the legal profession. It's in TechnoFeature that you'll find our oft-quoted formal product reviews and accompanying TechnoScore ratings. The TechnoFeature newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Law Office Management | Online/Cloud | TechnoFeature

BigLaw: When Associates Bear the Cost of Cost-Cutting

By Marin Feldman | Monday, November 16, 2009

BigLaw-11-16-09 450

Originally published on November 16, 2009 in our free BigLaw newsletter.

"Make the client happy" has long been a law firm battle cry. Traditionally, that meant 24/7 availability, lavish steak dinners, and box seats at sports games. Grueling hours and expense accounts remain part of the happiness recipe, but today reduced legal bills are the surest route to a client's heart. However, we live in a zero sum world. Some associates learn that so-called cost-cutting initiatives come at their own expense — literally.

Going Somewhere? Didn't Think So.

In January 2009, Christine, a third year private equity associate at a large firm, booked a two week vacation for August with her husband. When a partner in her practice group staffed her on a fast-track deal in August, she sent an email reminding him of her upcoming absence. The partner advised against going.

"The official reason, stated in the email, was that this was an important client and it was an all-hands-on-deck situation," says Christine. "The undertone was that I should be grateful to have my job at all in light of the layoffs everywhere."

Up to this point, Christine's story sounds fairly typical — associate cancels trip because of work. But when Christine submitted her credit card statement for the cancelled hotel and flight for client reimbursement, the partner refused to sign it.

"He said that he never officially okayed the trip in the first place, which meant that the client did not have to reimburse me under firm policy. But it was just an excuse to get me to eat $6,700 and spare the client. This partner never okays trips because he never wants the client to be on the hook for cancellations," she laments.

You Are What You Eat

Keith, a first year litigation associate at another large firm, shares a less dramatic but no less troubling example of a refusal to reimburse.

Keith ordered a small lunch spread for a client getting deposed at noon. The deposition got cancelled through no fault of the client's, and, as usual, Keith charged the food to the client. When Keith submitted the bill for approval, the supervising partner circled the charge and wrote "personal." The firm's billing system prohibits associates from charging food services to the general office account, so Keith had two choices: ask the partner to fork over his personal charge number or pay out of pocket. We know how this story ends.

Robbing Peter to Pay Paul

Large firm associates already "pay" for their jobs in so many ways — slavish hours, an unpredictable schedule, and a constant fear of unemployment. But as Christine and Keith can attest, when associates incur legitimate work-related expenses, they rightfully expect the client or the firm to make them whole. They do not expect to pay out of pocket.

Saving the client money is a worthy goal, but shifting the burden of reimbursement to associates creates illusory savings. Firms that require associates to pay out of pocket for work-related late night cabs, food spreads, and cancelled vacations save face with clients but abuse their bargaining power with associates and destroy firm morale.

Firms that do not seek expense reimbursement from clients should allow associates to charge appropriate expenses from the general office account or clearly communicate to associates the firm's reimbursement policy in advance. Cutting client costs by shunting them to associates is not a fair solution.

How to Receive BigLaw
Many large firms have good reputations for their work and bad reputations as places to work. Why? Published first via email newsletter and later here on our blog, BigLaw goes deep undercover inside some of the country's biggest law firms. But we don't just dish up the dirt. We also mine it for best and worst practices and other nuggets of knowledge. The BigLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: BiglawWorld | Law Office Management

How Does Your Firm Rate? Plus 71 More Articles

By Sara Skiff | Monday, November 16, 2009

Coming today to BlawgWorld: Our editorial team has selected and linked to 59 articles from the past week worthy of your attention, including our Post of the Week. Here's a sample:

How to: Redact in Acrobat 9 Pro

Motorola Droid vs. iPhone vs. BlackBerry for Email

What Makes Laterals Run?

Have LinkedIn Groups Lost Their Appeal?

This issue also contains links to every article in the November 2009 issue of Law Practice Today. Don't miss this issue or future issues.

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of legal technology, practice management, and law firm marketing, but not the only coverage. To stay on top of all the noteworthy articles published in blogs and other online publications you could either hire a research assistant or simply subscribe to BlawgWorld. The BlawgWorld newsletter has received rave reviews and is free. Please subscribe now.

Topics: BlawgWorld Newsletter | Business Productivity/Word Processing | Coming Attractions | Laptops/Smartphones/Tablets | Law Firm Marketing/Publications/Web Sites | Law Office Management | Litigation/Discovery/Trials

SmallLaw: Hello, I'm a Mac. And I'm a Lawyer. Three Lessons From Apple for Law Firms.

By Mazyar Hedayat | Monday, November 16, 2009

SmallLaw 11-09-09-450

Originally published on November 9, 2009 in our free SmallLaw newsletter.

The June 22, 2009 issue of BlawgWorld featured an article by Jay Shepherd entitled What if the Apple Store Billed by the Hour?

Shepherd notes that the personal attention he received on his visit to the Apple Store may not have maximized revenue per employee or customer (traditional retail measurements), but it made an indelible and lasting impression on him. He also laments that law firms do not use this far-sighted business model — presumably because they are preoccupied with making a gain on every activity with every Client, regardless of the long-term effects of doing so.

Are lawyers really so profit-driven, short-sighted, and incapable of delivering customer service? Below I've compared three hallmarks of the Apple experience with that of law firms. It isn't pretty, but there's hope.

1. Customer Service As a Sales Tool

Contrast the typical experience of being in an Apple Store with the process of finding, vetting, hiring, and working with a lawyer.

To begin with, Apple stores are laid out in a clean, well-lit, orderly fashion. The goods are displayed on inviting tables with clear indications of what costs what. No hidden fees. And you can try anything you like without being mobbed by store employees.

If you need help, Apple salespeople are available and clearly identifiable by their brightly colored t-shirts and badges. These salespeople work on a modified salary basis instead of commission so their body language is entirely different than that of a typical salesperson hell-bent on hitting their numbers at your expense. Compensation depends not just on sales but customer retention and satisfaction, so Apple salespeople can spend time talking about what you want to know instead of hyping the peripheral du jour. In fact most of the time Apple salespeople appear to be answering questions instead of pushing product.

By contrast, finding a lawyer, much less working with one, can prove stressful. Few people know that County Bar associations maintain lawyer referral services, so most just ask around, call out of the Yellow Pages, or search the Internet. Yet despite attempts by Web sites such as Avvo to bring some transparency to this process, prospective clients are still at a disadvantage in attempting to determine whether a lawyer will be a good fit. Some people who find a lawyer they can afford, at least initially, eventually find the relationship characterized by frustration, disappointment, and lack of communication.

Does this scenario play out at your firm? Before answering, ask yourself:
  1. Does every prospect call receive the same level of attention?

  2. Do we call prospects and clients back within 24 hours? 48 hours?

  3. Do my clients see me as a problem solver or as a salesperson?

  4. Do clients recommend my services to their friends and family?

  5. Would I sacrifice or partially refund fees to maintain goodwill?

  6. Do I educate clients about their case? Do I answer all questions?
2. It Just Works

The charms of the Apple Store aside, what lingers is the way you feel about the product you buy. Apple's customer satisfaction numbers are legendary. Do people pay a premium for Apple-branded computers and mobile phones because they offer the most features or best bang for the buck?

No. But Apple customers like me remain loyal and even a bit zealous. Why? Because we feel like we receive value for our money, and because Apple's products do what you need them to do when you need them to do it. Sounds like a small claim but it's not. Anyone who has lived through a Windows-induced crash will tell you that.

To me, the secret of Apple's success is not technical excellence but rather reliability and ease of use. That kind of reputation attracts attention, which begets creative users, which begets applications for the Apple platform, leading to other users, and so on.

For example, after my first experience with the Mac in college, I scarcely touched one again for nearly 20 years until my wife said she was sick of her Dell laptop and I suggested that she take a look at a MacBook. She bought her MacBook in January 2007. Today everyone in my household uses a Mac of some sort and of course iPods and iPhone. Ditto for my parents, siblings, in-laws, etc. And so on.

Are we all Mac snobs? Do we have lots of disposable cash? Hardly. It's just that we need our computers and phones to perform reliably, integrate with one another, and feel comfortable. Good looks were a plus.

Does your firm enjoy such loyalty? Ask yourself:
  1. Does my practice inspire followers or detractors among clients?

  2. Do clients boast about working with me or complain about me?

  3. Do clients complain about how much they paid to work with me?

  4. Do clients brag about how much they got out of the relationship?

  5. Do I have to emphasize pricing or value to get a prospect's business?
Use Plain English and Manage Expectations

Apple did not invent personal computing. Instead, it took an activity engaged in by hobbyists and made it accessible to non-techies on a wide scale. While a freshman at the University of Chicago I got the opportunity to critique instructions for a technical product based on readability. That was my first direct experience with the value of making the complex simple. I still try to do that today, explaining what I am about do for clients as often as possible (unless I see their eyes glaze over).

People don't need to know how laws or sausages are made, but it's good to deliver that information in a manageable form like plain English. Apple learned this lesson from its very inception, but lawyers around the country still struggle with it.

I have come to see this ability as the central job of a lawyer — you cannot always control the outcome of a case, but you can explain what is about to happen and prepare your client for the possible outcomes. Or be prepared to fall on your sword. If Steve Jobs reads this column, I'm sure he would agree.

Written by Mazyar M. Hedayat of M. Hedayat & Associates, P.C.

How to Receive SmallLaw
Small firm, big dreams. Published first via email newsletter and later here on our blog, SmallLaw provides you with a mix of practical advice that you can use today, and insight about what it will take for small law firms like yours to thrive in the future. The SmallLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Law Office Management | SmallLaw

Success in the Great Recession; MobileMe and Total Practice Advantage; Macs in Law Firms; Health Care Reform; Happy Solo

By Sara Skiff | Friday, November 13, 2009

Coming today to Fat Friday: James Reed shares the secrets of his law firm's success during the recession, Bob Leonard reviews MobileMe for syncing LexisNexis Total Practice Advantage with his iPhone, William Tait explores whether your law firm should switch to Macs, David Long shares his two cents on the healthcare coverage debate, and Harry Steinmetz has a few choice words regarding Mazy's Solo Practice Still Stinks SmallLaw column. Don't miss this issue.

How to Receive Fat Friday
Our most serendipitous offering, Fat Friday consists of unsolicited contributions by TechnoLawyer members. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The Fat Friday newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Coming Attractions | Fat Friday | Laptops/Smartphones/Tablets | Law Firm Marketing/Publications/Web Sites | Law Office Management | Networking/Operating Systems | Technology Industry/Legal Profession
 
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