Posts

Hosting Client Events

Hosting events can help you attract prospects, build trust, and enhance your reputation. Events can be social or educational. Popular events include client lunches, seminars, and webinars. Use a checklist  for planning an event or webinar . Create an Event Page  for publicity. Use Eventbrite  to accept RSVP’s and distribute admission tickets.  Learn more by reading articles about creating podcasts , event planning , fun ideas ,  giving speeches ,  hosting events ,  organizing seminars , strategies , software for events , and  Zooming webinars .  For in-depth guidance, read books  about planning conferences ,  events , and meetings .  Visit websites of other organizations to view  examples of sign-up forms ,  examples of upcoming events . 

Writing Tools

Word processing can help lawyers create, edit, and share documents.  Word processing software facilitates document drafting with tools for footnoting, formatting, numbering, and sharing documents. Read Nicole Black's  Introduction to Word Processing  to learn about software options like Google Docs and Microsoft Word. Read WSJ’s article about Best Apps for Assisted Writing . Become more proficient by reading guides to  Microsoft Word  and Google Docs . Also see our post about Improving Your Writing and ABA books about  Microsoft Word and  Microsoft Office .

Making Offices Safer

You can make your office a safer workplace by upgrading HVAC systems to improve air quality, moving work stations father apart to facilitate social distancing, and installing touchless technology to enhance hygiene. Learn how to make offices safer by reading articles about  office design  and healthy workspaces ,  watching  WSJ's video  on office trends, and visiting C&W's website  on design insights. Improve your office efficiency reading CAP's book  about organizing law offices.

Improving Client Intake

You can  keep clients happy and increase profitability by improving client intake. Following are intake tips and resources for implementing them.  Tips Alternatives - offer in-person and Zoom alternatives for initial consultation.  Delegate - assign responsibility for processing inquiries to a lawyer or staffer. Forms - use a short intake questionnaire that is quick and easy to complete. Procedure  - adopt  procedures for welcoming clients,  evaluating ability to pay, and checking for conflicts.   Software - use contact management apps to improve efficiency and facilitate marketing.   Articles Automating Intake Creating Welcome Kits Establishing Procedures Handling Inquiries Making Clients Feel Special Improving the Intake Process Intake Tips Onboarding Clients Scheduling Appointments Training Staff Books Capturing Clients Guide to Law Firm Intake Intake Procedures Risk Management for Law Firms Writing Client Letters Forms ABA Georgia Bar Michigan  Bar My Shingle South Carolina Themis

Working Better From Home

The Coronavirus presents special challenges to solos and small law firms who are working from home.  Adopt healthy workstyles and  ergonomics . Stay ahead of the curve by reading   articles,   books  and  guides   to surviving and thriving when working remotely. Consider   staying remote after the Coronavirus situation.  And prepare for reopening your office by checking bar association resources and reading articles with reopening tips .