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Top 10 Money- and Time-Saving Legal Research Tips

By Sara Skiff | Tuesday, April 21, 2009

Coming today to TechnoFeature: Information wants to be free — or at least cheap. Before paying for legal research, especially for infrequent searches outside of your jurisdiction, you owe it to yourself to read the ten money- and time-saving tips served up by legal research experts Catherine Sanders Reach and David Whelan. From public records to court opinions to brief banks, you'll likely add several new bookmarks in your Web browser.

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 | Legal Research | TechnoFeature

YouLaw: Chinese Drywall Lawyer Hits YouTube Home Run

By Gerry Oginski | Monday, April 20, 2009

Watch the Video

TechnoScore: 5.0
1 = Lowest Possible Score; 5 = Highest Possible Score

I had never heard of a toxic Chinese drywall lawyer before finding this video. I was somewhat hesitant to watch the video, especially after seeing the Web site name ChineseDrywallClaims.com. I thought it might be a spoof at first, but I remember reading something in the newspaper about Chinese drywall. I thought the title implied that the lawyer was Chinese and somehow toxic. I was wrong. I took the plunge and pressed play.

The video opens with neatly dressed attorney Richard Serpe of the Law Offices of Richard J. Serpe, P.C. sitting in front of a pleasing background. A nice logo appears in the top left corner of his video, and contact information remains throughout the video in the lower left corner. The attorney does exactly what I always advocate in every video: Introduce yourself. "My name is Richard Serpe, and I'm a toxic tort lawyer helping people for the last 20 years." He then goes on to educate his viewer.

This attorney describes what type of problems defective Chinese drywall causes. Even more interesting is that the attorney has created a free report detailing the five steps you need to know about Chinese drywall claims. Attorney Serpe has taken the extra step of not only creating a free report for viewers to download, but he has created a Web site devoted entirely to Chinese drywall claims.

I give this attorney top marks for jumping on a newsworthy matter not only with a free report, but creating a timely Web site to attract visitors limited solely to Chinese drywall health problems. The piece de resistance was creating a video that incorporates each of these elements and doing it in an educational manner to inform his viewer about how devastating these claims can be and what they need to know.

From a technical standpoint, this attorney garners a top score of 5.0 — a score never before awarded in YouLaw.

Tip #1: Light it Up

Keep your background well lit. Nobody likes a dark, moody video. You're not making an indie film for the Sundance Film festival. You can tell from Serpe's video that his background is well lit, and appears to be his office and not a chroma-keyed background inserted from a green screen. Let me define that. Have you ever wondered how TV newscasts and some videos have amazing backgrounds? They do it by using a 'green screen'. A green background is used and video editing software inserts your special background where the green one is located. Not here. It's natural.

Tip #2: Display Your Contact Information Prominently

Your logo and contact information combined comprise your "firm identity." You do not need anything fancy. In fact, you don't even need a logo. It's just something different to set you apart from everyone else. Importantly, your contact information is crucial. This attorney chose to have his contact information visible throughout the entire video. I also do this in my own videos. This way, a viewer never has to search for your phone number during the video.

I'm going to nitpick for a moment since the contact information and the name of the Web site on the bottom left-hand corner of the video appears at times difficult to read, and could be improved. However, I felt this trivial finding was not prejudicial. Looking at the sidebar, I was hoping to find the phone number, but could not. Your phone number and Web site should be prominently displayed in the sidebar.

To see the vast number of choices you have to put your contact information on your video, just watch the evening news for a few minutes. You'll see many examples as each person is introduced with a different description. Remember to use a colored background to provide contrast to your text.

Tip #3: Music and Editing Matter

Remember, you are responsible for your choice of music. Make sure it matches the tone of your video. In the last YouLaw column I discussed how an ominous soundtrack created a gloom and doom feeling of hopelessness. In contrast, this video opens with a pleasing music intro that fades as the attorney begins to talk. It closes with another snippet from the same song.

But there's a problem of a different sort. The music used in this video was taken from a song by The Who (my thanks to editor Neil Squillante for pointing this out). When choosing the music, make sure you do not infringe on any copyright. This could be significant, especially for a lawyer. Many low- and no-cost royalty free music options exist. Also, if a viewer recognizes the music, it might distract from the message. Remember, it's not a music video, it's background music to set the tone for your educational message. Keep it light and simple. The message controls. The music is incidental.

Regarding editing, I noticed two or three points in the video where the transition between edited scenes could have been smoother and a cough or turn of the head could also have been edited out. These are insignificant points and I mention them only because after watching hundreds and hundreds of attorney videos I can now readily pick up these small points. However, most viewers will disregard these things.

Tip #4: Educate Your Viewer, and You Become the Expert to Call

The attorney refreshingly says that he could make this a 20 minute video by explaining in detail the five steps that any homeowner needs to know to determine if they have a toxic Chinese drywall problem. Thankfully, he directs viewers to his Web site where they can instantly download this free report. Instead of ending his video here, he then goes on to summarize the five different elements you need to know to determine if you might have a valid claim. By doing this, he establishes himself as a someone knowledgeable in his field of toxic Chinese drywall claims. He provides useful and beneficial information to a potential viewer with this problem. He gives them this information before they ever pick up the phone to call. This is a wonderfully executed marketing effort by Serpe.

Who do you think a potential victim is going to call? An attorney who provides useful information in an educational video, or a lawyer who simply says I've been in practice for 20 years and I handle the following 10 different types of cases? Call me because I'm giving you information you need to know and I have plenty more where that came from or call me because I'm great?

Attorney Serpe's take home message is very strong. He continually refers to his free informative report. This simply reinforces the fact that he's providing useful information about the dangerous chemicals contained within Chinese drywall. A viewer whose home has been destroyed by this toxic drywall would certainly appreciate learning this information and being directed to his report.

Conclusion

To summarize, this attorney has taken a timely subject in the news, created a free informational report that helps people understand the dangers of toxic Chinese drywall and what to do if they think they suffer from this problem. He then created a Web site devoted solely to these claims. This alone clearly differentiates him from most other attorneys who commonly advertise being able to handle at least 5 or 10 other types of law. After completing his informative report and his Web site, he then created a useful video designed to teach people about these claims, and explain to them how his free report will help them learn even more.

A well executed marketing plan that culminates with a video that takes top honors in this week's review. Congratulations.

The Back Bench

Certified Family Law Specialist and online video producer Kelly Chang Rickert says: "1. Too long; 2. Too long; 3. Too long! The video was "dry," and made me want to hit a "wall." Drywall litigation is boring, and he does nothing to excite us. Mr. Serpe should just direct his customers to his Web site, where they may download these five steps. He lost me at "Hello.""

TechnoLawyer publisher and online video producer Neil Squillante says: "Richard Serpe clearly understands direct marketing. His free PDF report on contaminated Chinese drywall is a classic lead generation offer. Unfortunately, he needs help creating videos (sound from the right channel would be nice for starters). Also, did Pete Townshend give him permission to use the classic song, Eminence Front?"

About YouLaw
YouTube offers law firms a free advertising platform with tens of millions of potential clients. But a poor video can hurt more than help. In this column, lawyer and online video expert Gerry Oginski reviews and rates the latest law firm videos. A panel of fellow experts (The Back Bench) add to Gerry's reviews with pithy remarks. We link to each new YouLaw column and all other noteworthy law firm marketing articles in our weekly BlawgWorld newsletter, which is free. Please subscribe now.

About Gerry Oginski
New York trial lawyer Gerry Oginski has created more than 150 informational online videos for his medical malpractice and personal injury practice. Realizing that most video producers don't have a deep understanding of the practice of law and what potential clients look for, Gerry launched The Lawyers' Video Studio, which provides free tutorials and video production services. If you need help producing a video, please contact Gerry now.

Contact Gerry:
T: (516) 487-8207
E: lawmed10@yahoo.com

Topics: Law Firm Marketing/Publications/Web Sites | Videos | YouLaw

Lawyer Achieves Perfection Plus 56 More Articles

By Neil J. Squillante | Monday, April 20, 2009

Coming today to BlawgWorld: Our editorial team has selected and linked to 42 articles from the past week worthy of your attention, including our Post of the Week. Here's a sample:

Dennis Kennedy Reflects on His Tenth TechShow

Sex With Clients Not Unethical — Just Don't Bill for It

Rainmaking Not Possible When You Go it Alone

This issue also contains links to every article in the April 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 | CLE/News/References | Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management

BigLaw: Beware the Summer Associate Program

By Marin Feldman | Monday, April 20, 2009

BigLaw-04-13-09450

Originally published on April 13, 2009 in our free BigLaw newsletter.

Picture it: New York, summer 2008. Summer associate programs remained orgies of expensive lunches, Broadway shows, and casino nights, but the economic tide had begun to turn. Unbeknownst to a group of summer associates at a certain large firm, the sword of Damocles was about to fall.

Queen Bees of the Summer Associate Program

By all accounts, there was a group of about ten partiers in the summer class. They showed up to the office on time, stayed late, and then went out late to bars after work. They were smart and they turned in solid work, but they were intent on having a hedonistic summer program like the ones they had heard so much about from their predecessors. You only "summer" once after all.

This roving pack of summers had struck up friendships with several male junior partners at the firm. These partners were self-professed "work hard, play hard" types, whose offices had Yankees Jerseys pinned to the wall or framed pictures from Vegas outings displayed on the desks. They, too, came in on time, stayed late, and went to bars after hours.

Since they were involved in the firm's summer associate committee, these junior partners selflessly took it upon themselves to initiate the bar expeditions with the summer associates. Typically, they would swing by summers' offices in the late afternoon and ask them if they wanted to hit up a midtown lounge that night — all on the corporate card, of course. Whether it was because free drinks were involved or because saying no to a partner was out of the question, the partier summers usually accepted the invitations. The partners jokingly harassed those other summers who hesitated or claimed that they couldn't go because of work. You'll have the rest of your career to work, they said, one night out won't hurt you.

Or could it?

What Happens Outside Work Does Not Stay Outside Work

The debauchery at these bar nights was fairly tame. Nobody stripped naked and jumped into the Hudson, nobody vomited in public. A typical evening included dancing, flirting and partners ordering shots and taking them alongside the summers. The group would sometimes stay out till 4 a.m. and then the following day at work its members would commiserate about hangovers. To the summers, these partners seemed more like friends than bosses.

At the end of the program, the summers were called in one by one to a senior partner's office to receive their final review and, hopefully, their permanent offer to join the firm after law school.

Since the firm had always given 100% offers, "Henry" one of the partier summers, sat down at his review fairly confident that he would receive an offer. The senior partner first read him two positive reviews of his work, and then read the review of a junior partner with whom Henry had been out at night a number of times.

"Bob's review said how he thought my memo was good," Henry says, "but he also thought I didn't seem to take my job seriously enough and wondered if I displayed good judgment. Pretty hypocritical because every time I went, Bob was there too. I did not see this coming."

Due in part to the negative review, Henry did not receive an offer to join the firm. He was not alone; in total eight people out of a class of 50-something did not receive offers. Five of the no-offered were the partier summers, who, like Henry, received positive reviews of their work, but negative reviews of their social calendar from junior partners who partied right alongside them.

Partners Are Not Your Friends

Henry and his fellow summers found out the hard way that partners, however "cool" they might seem, are still the bosses. No matter how many how many shots they order on a summer's behalf, they're still watching, scrutinizing and reporting back. Their allegiance is to the firm and the firm's bottom line, not to any friendships forged with summer associates.

In this climate of firm layoffs in which summers and associates alike must prove their worthiness of continued employment, it is especially critical that they not taint their candidacy or give partners any opportunity to doubt their commitment to the firm. Had Henry summered in 2007 or earlier, he may have received an offer, but a 2008 summer piddling away firm funds at bars was a cost just waiting to be cut.

Hopefully the 2009 summer class will learn from the 2008 class' follies — we're not in Oz anymore.

Assuming that Henry is not leaving out damning details about the late night bar runs, his story begs the question of why partners would condemn summer associates for the very festivities in which they themselves partake. Maybe it was convenient to blame it on the partying rather than admit the firm could not make universal offers because of the economy. Maybe these partners were just regular old snakes in the grass. We will never know the answer, but the takeaway is the same:

Just because a partner behaves a certain way does not mean you can. Partners have a modicum of job security; everyone else in BigLaw does not.

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

SmallLaw: CaseTweet, DocketTweet, and TweetMinder: Legal Twitter Apps We Really Need

By Mazyar Hedayat | Monday, April 20, 2009

Originally published on March 30, 2009 in our free SmallLaw newsletter.

Twitter, the love-child of email and text messaging, exploded on the scene in 2007 and is growing at a rate matched only by the hyperactive media coverage surrounding it.

Buzz this intense usually stems from "irrational exuberance" so you might wonder whether Twitter, and close cousin FriendFeed, are fads. To find out, review what these technologies do, and then read some actual Twitter streams for examples of what they can do for you.

No Shortage of Ideas

Ideas for the use of Twitter abound, with more being dreamed up every day. Many uses have already become free software that you can try right on the Web. Such applications generally fall into one or more of the following categories:

  1. Those that harness information posted by existing users to deliver custom-updates or power a more comprehensive application.
  2. Example: Twittervision — Tweets pop-up and show a user's location in real-time.

  3. Those that apply the lessons of Twitter in a private environment — usually with a proprietary twist relating to security.
  4. Example: Yammer and Presently are Twitter-like services for businesses with enhanced security for private group communication.

  5. Those that combine the immediacy of Twitter with the always-on capacity of cell phones and GPS technology.
  6. Example: Twinkle alerts friends and colleagues of your location via Twitter.

The three categories take advantage of Twitter's core features — short messages, easy sending, instant feedback, easy customization. In essence, Twitter is whatever you want it to be.

But What About Us?

I've been thinking about what kinds of Twitter applications would suit my practice. I can already bill via Twitter, update my calendar via Twitter, and remind myself of useful links via Twitter, but nobody has really hit the bulls-eye when it comes to creating lawyer-friendly third-party Twitter applications.

For what it's worth, I'd like to see the following three applications (all names and descriptions are mine — to my knowledge these applications don't exist yet):

  1. CaseTweet: Cases get their own Twitter identities that users can "follow." Public events such as filings, hearings, court deadlines, and the identity of parties and other lawyers on the case, could all be contained in its feed. Each lawyer's office could also enhance and combine information for a more complete picture of case activity — a la FriendFeed.

  2. DocketTweet: Being #25 on the 10:00 call in one courtroom means you can show up at 10:30, but show up one minute late in another courtroom and the Judge will have already called your case and dismissed it for want of prosecution. What to do? This application would count down the cases preceding yours and let you know when yours is about to be called. Priceless.

  3. TweetMinder: I'd like to see this application most of all. Combine location-awareness with calendar information and to-do's. The result: once you reach your destination the application tweets about each of the things you have to do there. Voila: instant schedule. Bonus: it will also find other lawyers on any of your cases if they're in the building. If you want to meet them you can send a quick tweet.

The Verdict

Sure Twitter and FriendFeed (which is really just a combination of multiple feeds) have applications for attorneys. We just have to create and use them. If we do, the sky's the limit. If you develop any Twitter applications in your office be sure to let me know. Happy tweeting everyone!

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: Email/Messaging/Telephony | Law Firm Marketing/Publications/Web Sites | Online/Cloud | SmallLaw

POPFile Review; Solo Recession Strategy; More HP Tablet Warnings; CrossOver; TechnoLawyer Pranks

By Sara Skiff | Friday, April 17, 2009

Coming today to Fat Friday: Robert Rice reviews POPfile and Gmail for spam control, solo Diana Brodman Summers shares her strategy for surviving the economic downturn, Jonathon Wescott provides an update on his experience with HP's Tablet PC tx1000, Carlos Madrid reviews CrossOver for running Windows on a Mac, and Bryan Keenan comments on our April Fool's issue of TechnoLawyer NewsWire. 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 | Email/Messaging/Telephony | Fat Friday | Laptops/Smartphones/Tablets | Networking/Operating Systems | Online/Cloud | Privacy/Security | Utilities

BigLaw: They're Called Advocates for a Reason

By Marin Feldman | Friday, April 17, 2009

BigLaw-Blog-04-06-09450

Originally published on April 6, 2009 in our free BigLaw newsletter.

Law students who have done the reading understand the principle that acts of omission can be just as grievous as acts of commission, especially when the law imposes a duty or an expectation of reliance exists. Whether these future attorneys apply this principle when operating their own practices is an entirely different story.

One of These Things Is Not Like the Other …

"Kelly," a fifth year BigLaw corporate associate, was in the offices of target company's outside counsel with her supervising partner, "Todd."

Seated across from her in the conference room was target company's outside counsel: "Brian," a former sixth year associate who had recently left BigLaw to start his own practice. Also in attendance were target company's head of HR and several partners representing co-purchasers. Besides Kelly, it was an all-male cast.

Todd took the lead in purchase agreement negotiations, while Kelly took notes. About 15 minutes into the haggling, Brian interrupted Todd and requested a sidebar among the lawyers to resolve some drafting issues without the client present. Brian, Todd, and the co-purchaser partners stood up to leave the room. Kelly stood up as well.

"Um, actually, I would be more comfortable if you didn't come along," Brian said, leveling his gaze at her.

"What?" asked Kelly. "I'm working on this case, too."

"Sorry," Brian said, clicking a pen and grabbing a notepad. "It would just be better if you stayed here."

The head of HR looked at Kelly, befuddled. Kelly looked at Todd. Todd shrugged. And with that, Todd, Brian and the two partners left the room.

"Weird," the client mouthed.

Bungled Damage Control …

On the way back to the office from the meeting, Kelly told Todd that she was upset that opposing counsel excluded her from the private meeting for no ostensible reason.

Kelly told Todd, "Maybe it's not because I am a woman, but Brian would have not done that if I was a guy.'"

Todd agreed there was sexism at play in Brian's request. That evening he sent Brian an email, BCC'ing Kelly, fuming that excluding Kelly from the sidebar was "totally unacceptable."

The next day, Todd rolled his eyes as he told Kelly of Brian's you-didn't-try-to-stop-it counterargument. "Touche," Todd chuckled.

Dumb and Dumber …

Our analysis of this comedy of errors begins with Brian, who, of course, should not have requested Kelly's exclusion. At worst, his comment was sexist and inappropriate; at best, it was a product of a newly-minted partner's inflated ego. Regardless, Brian's nonsensical request was embarrassing to himself and ultimately to his client. Brian may have later found himself in the awkward position of having his comment reported back by the head of HR to other members of the company's executive team. That can't be good for business.

But once the improper request was out there, it was Todd's responsibility as the partner in charge to defend his colleague. Partners need to advocate for associates because it's the honorable thing to do, and because the best representation of clients by large firms depends on successful and supportive teamwork among the lawyers. Eye rolls and shoulder shrugs may be sufficient for some, but Kelly was enraged with the way her partner handled the situation.

"He should have stood up for me at the negotiations. He should have apologized to me after for failing to do. But no, instead, I had to tell him that I was upset, and only then did he send an email. For Todd to shrug and not make a stink about this jerk excluding me made me feel like I was not important."

But the email was too little too late. Todd's acquiescence to Kelly's exclusion made him look like a pushover in front of opposing counsel and co-purchaser attorneys, and a sexist by transitive property.

Even worse, Todd's inaction undermined morale in the firm's small corporate group, where the story made rounds among associates. When morale is low and associates feel unappreciated, the quality of work declines and productivity decreases. That can't be good for business, either.

Fair and Balanced Coverage

So, of the two professional sins, which one is worse: failing to check one's ego in front of opposing counsel and one's own client or allowing such unprofessional behavior to go unchecked? As they say on Fox News: you decide.

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

BigLaw: A Partner Shares His Secrets for Successful Assignments

By Liz Kurtz | Thursday, April 16, 2009

BigLaw Blog 03-30-09450

Originally published on March 30, 2009 in our free BigLaw newsletter.

Previously in BigLaw, we talked about the madness that can result when communication breaks down between warring factions within the ranks of a firm's partnership. Epic battles between firm fiefdoms can undermine efficiency, turn associates into human shields, and, ultimately, leave the client wondering why his attorneys are too busy throwing mashed potatoes at one another to focus on the task at hand.

If the difficulty of intra-partner communication is enough to conjure such famous couplings as the Hatfields and McCoys, Wile E. Coyote and the Road Runner, and Itchy and Scratchy, can a lowly associate ever hope to bridge the Great [Communication] Divide?

Find The Case …

We've all been on the wrong side of the aforementioned divide. It starts out innocently enough: a partner calls you into her office, describes the matter you will be working on (or, more likely, some fragment of the matter, removed from its context and thus stripped of helpful details, like facts), and tasks you with finding The Case. Yes, you realize with an involuntary chill: she wants you to find The Case.

Ah … The Case.

We've all heard of it, but it has earned the mythical status of a unicorn for good reason: few have seen it, and fewer still have actually harnessed its magical abilities.

The Case is a case that stands for a premise so unique, so completely counterfactual, and so arcane, that you doubt a court of law could have arrived at such a decision. The partner, however, is absolutely certain: it's out there, and it's your job to find it.

The Shapeshifting Assignment …

An even more common scenario involves another mythical creature: the Shapeshifting Assignment (and its corollary, the morphing memo).

Again, you know the setup: you arrive in the partner's office, prepared to receive your research task. He describes it in great detail, and gives you precise instructions for the memo he wants you to churn out. Eager to please, you ensconce yourself in the library and give it your all. Several days later, you hand the partner the product of your sweat, tears, and lost weekend. He takes one look at it, and, with steam shooting from his ears, announces that it's all wrong.

Clarify Your Assignment in Writing …

The scenarios described above are classic examples of how poor communication can lead to wasted time and effort, frustration on the part of all involved, and (depending upon the personalities involved), humiliation for the well-intentioned, but hapless, associate. Is there any way to avoid these all-too-common pitfalls?

Your best hope, explains one tipster, is to keep in mind that an ounce — or, in lawyer parlance, a few six-minute increments — of prevention is worth a pound of cure.

"Bill," now an experienced practitioner, was barely out of law school when he experienced the Shapeshifting Assignment for the first time. Since then, he has had strong feelings about it, and, more importantly, has devised a system for avoiding it.

"As an associate, you really need to know where you stand at all times," he says. The best way to protect yourself, he advises, is to devote special attention to what he refers to as "front end communications," or the give-and-take of instructions that occur before you actually roll up your sleeves and get to work.

Bill found, as a young associate, that a short "assignment memo" was often the best insurance policy. After receiving his marching orders, he says, "I would go back to my office, take a moment to gather my thoughts, and write a brief memo summarizing the assignment and identifying the issues, as I understood them." He explains that, by giving the partner a chance to see your understanding of the assignment before you begin, you accomplish two things: (1) you provide an opportunity to clarify and iron out details before you get started, and, in doing so doing (2) create the proverbial butt-cover that you may need later.

Having been on both sides of the desk, Bill understands that miscommunications about the precise contours of an assignment often occur "in the total absence of malice." Rather, he says, "people are busy; expectations aren't always well-stated, and memories are short. People forget what was said or not said, or they change their minds about what it was they wanted to focus on."

As an associate, Bill found that many partners were grateful for the chance to review instructions before hours were wasted on tangential research or off-point memos. Nonetheless, he advises, it's important to "be diplomatic about it. There are ways to make it seem like you're doing [the assigning partner] a favor, and not just creating a cold, hard record." For example, he says, it may help to emphasize that you, the associate, are making sure that you understand the assignment, rather than suggesting that the partner's instructions were unclear.

Bill returns repeatedly to two magic words: contemporaneous notes. Of course, he says, you'll need to take them to prepare your assignment memo, but, in addition, he points out, "taking contemporaneous notes during a meeting makes it clear that you're paying attention to what is being said, and lets them know that you're on top of things."

Lawyers and big egos, he observes diplomatically, are a pairing on the level of peanut butter and jelly. Contemporaneous notes represent an associate's way of "leveling the playing field." Moreover (speaking of diplomacy), if there is a dispute about who said what, Bill says, you'll be grateful for your contemporaneous notes. You'll also be grateful for your email correspondence, he reminds us, which practically does the work of creating a paper trail for you. In short, he advises, keeping your own mini-file of the cases you're working on will help you (the associate) stay on top of the assignments, and provide you with back-up should you ever need it.

The Buck Really Stops at the Partner's Desk …

Now that he is on the other side of the desk, Bill also has a few helpful suggestions for those on the giving end of assignments. "I prepare a short memo outlining the assignment, and have it ready when I meet with an associate," he says. In it, he is "explicit about time parameters and important issues." For example, he explains, he will often tell an associate to come back to him after three hours of research and discuss his or her progress.

Here, he stresses, good, old-fashioned talk works best. "I don't want them to waste time writing anything up," he continues. "I just want to head off research tangents before they start, and figure out whether we're going in the right direction." He finds that the minimal time and effort involved in outlining the assignment, and then meeting with the associate for a status check early on, yield tremendous benefits.

An Ounce of Prevention …

Basically, Bill concludes, a little bit of preparation up front can prevent all manner of heartache (and wasted billable time) later. And, he emphasizes, it's particularly important for associates to invest the time in figuring out what is expected of them, in relation to both assignments and working relationships.

"Trust me," he says, with the authority of one who has learned his lessons the hard way. "You can easily find yourself, as an associate, on the receiving end of an undiplomatic situation without the power to do anything about it. Knowing the rules up front and clarifying your assignments will make your work better and more precise … but, in a pinch, there's also nothing like being able to go back to the record."

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

Online Backup Reviews; WordPerfect = Ron Paul; Word 2007 Review; Case Management Revolution; Trend Micro Review

By Sara Skiff | Thursday, April 16, 2009

Coming today to Answers to Questions: Don Grassmann compares OnlineBackupVault, MozyPro, and IDrive for online backup, Jeff Bennion shares three conclusions about the Word versus WordPerfect debate, John Fitzpatrick reviews Word 2007, Ay Uaxe discusses the accessibility of legal software and what the future may hold, and Caren Schwartz reviews Trend Micro antivirus software. Don't miss this issue.

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Do you believe in the wisdom of crowds? In Answers to Questions, TechnoLawyer members answer legal technology and practice management questions submitted by their peers. This newsletter's popularity stems from the relevance of the questions and answers to virtually everyone in the legal profession. The Answers to Questions newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Accounting/Billing/Time Capture | Backup/Media/Storage | Business Productivity/Word Processing | Coming Attractions | Consultants/Services/Training | Online/Cloud | Practice Management/Calendars | Privacy/Security | TL Answers | Utilities

SightSpeed: Read Our Exclusive Report

By Neil J. Squillante | Wednesday, April 15, 2009

Today's issue of TechnoLawyer NewsWire covers an online videoconferencing service (see article below), an Outlook add-on for billing the time you spend reading and writing email, a backup and synchronization utility, a multiuser accounting system, and a Web clipping tool. Don't miss the next issue.

Smile, You're on Your Client's PC

Pity your barber. Sure, he can advertise on the Internet, but he can't cut someone's hair in Boston if he works in Columbus. You, on the other hand, can provide legal services to clients anywhere in the world, not just in your town. But still, local lawyers will always have an advantage. Or will they?

SightSpeed … in One Sentence
Logitech's SightSpeed is an online videoconferencing service.

The Killer Feature
Lots of free online videoconferencing software exists, but with feature limitations and poor quality audio or video. These applications may work fine for video chats with granny, but what about a three-way conference call with your client and an expert witness?

SightSpeed promises high-quality video not just when videoconferencing with one person, but with up to eight other people, each in a different location. Take that Hollywood Squares.

Other Notable Features
SightSpeed supports audio and text communication in addition to videoconferencing. SightSpeed to SightSpeed calls are free, but you can also call regular telephone numbers for rates around 2 cents/minute. SightSpeed can provide a log of all calls, which you can use to create time entries.

SightSpeed also provides asynchronous communication, meaning that you can email video messages. You can store such videos for repeat use (e.g., welcoming a new client). SightSpeed can also record videoconferences.

In addition to communicating, you can use SightSpeed to share an application or your desktop and exchange files.

What Else Should You Know?
With SightSpeed's administrative console, you can add new users and also create a firm-wide contact list. SightSpeed works on Macs and Windows PCs. A single seat sells for $19.95/month or $189.95/year. The price per user declines as you buy more seats. Learn more about SightSpeed.

How to Receive TechnoLawyer NewsWire
So many products, so little time. In each issue of TechnoLawyer NewsWire, you'll learn about five new products for the legal profession. Pressed for time? The "In One Sentence" section describes each product in one sentence, and the "Killer Feature" section describes each product's most compelling feature. The TechnoLawyer NewsWire newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Collaboration/Knowledge Management | Email/Messaging/Telephony | Online/Cloud | TL NewsWire
 
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