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Showing posts from November, 2019

Organizing Estate Documents

Organizers are binders that can help gather important data and documents that will be needed in case of disability or death. Organizers usually include lists of advisors, assets, debits, passwords, and preferences for personal care and finances. Click here for an article about a binder help organize personal information and documents for family members, caregivers, and advisors.  

Marketing Checklist

Marketing plans help firms attract clients and retain existing ones.  The best plans set specific targets and measures progress towards achieving them.  Set aside sufficient time and money to ensure that your plans succeed. d. It is proactive rather than reactive. Click here for a year-by-year plan for marketing legal services that was prepared by Larry Bodine, a marketing expert. Bodine's plan provides a timetable for using tactics like networking, publishing, and public speaking. For further study, read articles about marketing  strategies  and tactics . Also see the ABA's Lawyers Guide to Marketing on the Internet .

Legal Checkups

Legal checkups alert clients to opportunities for avoiding problems with a lawyer's help. Legal specialties well suited to checkups include corporate, estate, employment, family, and real estate practices. Click here for an article that provides tips and resources for conducting checkups for individuals, businesses, and non-profit organizations.

Conducting Managerial Audits

Managerial audits help organizations avoid malpractice by assessing procedures and processes. Law firms of all sizes can use managerial audits to implement best practices in the office and the courtroom. Click here to learn more about managerial audits and resources for conducting one at your firm. Use a questionnaire to help you audit your firm and adopt best practices. 

Using Checklists

Checklists have become popular method of getting things done properly in the accounting, construction, education, and healthcare. Read articles about using checklists to better serve clients  and  tips for using checklists to avoid problems .

Getting Organized

Getting organized can help you improve your productivity and reduce stress. Techniques include creating checklists, managing by objectives, and setting deadlines, Get smarter by reading articles about organizing for lawyers , using checklists , and  strategies for getting organized . For in-depth study, read books like   the ABA’s  Guide to Lawyer Well Being , CAP’s  Organized Lawyer  and Penguin’s Getting Things Done .