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Showing posts from September, 2021

Securely Sending Documents

Electronic delivery speeds the delivery of documents whether filing, collaborating, sharing,  or seeking signatures.  Assure timely and secure delivery by checking addresses and using encryption. Consider alternatives that work best for you, your clients, and co-counsel. Consider the electronic delivery alternatives listed below. And read articles and books listed below for tips on sending e-documents. Alternatives Client Portal - secure, but less convenient Cloud - convenient for collaborating and getting signatures E-mail - instantaneous, but security risks Fax - quick and secure, but requires hardware Articles Alternatives to Attachments Ethical Guidelines Client Portals Keeping Communications Confidential Protecting Documents with Encryption ,  Passwords, and Portals   Using Email to Communicate with Clients Staying Up to Speed on Security Books Cybersecurity Email G Suite MS Outlook Technology Guide

Using AI to Win Cases and Clients

Artificial intelligence is a powerful tool for automating repetitive tasks, crunching data, and competing for clients.  It can be used for analyzing, litigating, marketing, researching, and writing.  Consult the practice management service of your state bar association for help implementing AI tools. Contact legal technology vendors to learn the benefits cost of their products. For self-study, see the articles, books, and software listed below. Articles AI Tools for Lawyers , Emerj Blog Benefits of Artificial Intelligence , ABA News, July 2017 Building AI into Law School Curriculums , Guardian, July 31, 2017 Ethical Issues of AI , ABA Professional Lawyer Journal, October 2020 Historical Development of AI , Univ. of Toronto Law Journal, November 2017 How AI Works , Law Practice Today, July 12, 2019 Primer on Law Firm Use of AI, Harvard Law and Technology Journal, January 2018 Transformative Effects of AI , Forbes Magazine, December 19, 2019 Using AI to Improve Law Firm Performance , La

Getting Paid Faster

Get paid faster by screening new clients for ability to pay, requiring them to make deposits, and keeping them happy. Make it easy with timekeeping systems, billing software, monthly invoicing, and follow-up.  Facilitate quick payment by accepting credit cards and using online apps. Avoid fee disputes by communicating fee expectations and drafting client-friendly bills. For more tips, see the articles, books, software, and reviews lsted below.   Articles Best Practices Billing Procedures Billing Software Engagement Letters Ethics Getting Paid Keeping Clients Happy Payment Apps Payment Systems Tips for Billing Software Trends   Books Attorney-Client Agreements Drafting Bills Clients Rush to Pay Guide to Law Firm Profitability Keeping Clients Happy Quickbooks in One Hour Software Bill4Time Freshbooks Quickbooks TimeSolv Zoho Reviews ABA - Practice Management ABA - Billing Capterra Lawyerist

Benefiting From Community Service

Volunteering helps lawyers to stay connected and make new contacts. Volunteers improve their sense of well-being, enhance their reputation, and attract clients to their firms. Start volunteering by visiting the ABA Directory of Volunteer Activities . See the articles listed below for volunteering tips and visit law Firm websites for examples of lawyers serving their communities.  Articles Benefiting from Community Service Building Your Community Presence Giving Back to Your Community Marketing Power of Community Service Supporting Your Community Young Lawyer Involvement Law Firm Websites Kean Miller (Baton Rouge) William Berenson (Ft. Worth) Kang Haggerty (Philadelphia) Chris Early  (Boston) Breakstone White & Gluck (Boston) John Day (Nashville) Chepenik Trushin (Miami)

Hosting Employee Events

Social activities show appreciation and promote loyalty. They can also boost your firm's reputation when recruiting and marketing. Examples include virtual meet-ups, online staff meetings, team building activities, virtual challenges, webinars, etc.  Consider inviting family members to improve work-life balance.  See below for articles, books, checklists, and examples of firms websites and Facebook pages that mention  employee events. Articles Benefits   Event Ideas Planning Remote Activities Books Guide to Event Planning Meeting and Event Planning The Happy Lawyer Checklists Contracts Planning Law Firm Examples Mid-Size  (Flaster Greenberg, New Jersey) Spencer West  (Spencer West, England) Big Law  (Exemplary Facebook Pages)