Growing Firms Faster

The Pandemic has caused firms to evaluate their clients, offices, and staffing. Take time to review your firm's situation and adopt strategies for the future. See below for a list of strategies for firm building and resources for implementing them. Checklist Analyze  - use data to assure informed decision making   Assess  - determine and address client needs Automate  - optimize the use of technology Create  - adopt a firm credo and put it into action  Collaborate - encourage teamwork  Compensation - keep compensation competitive Expand  - use alliances, retainers, and unbundling Lead - take  leadership positions in bar, civic, and religious organizations Progress  - stay current on trends in the law and the legal profession Retention - keep lawyers and clients happy to avoid departures  Articles Alternative Billing Future Proofing Law Firms  How Lawyers Can Stay Competitive Retainers for Steady Income Subscription-Based Legal Services Unbundling Legal Services Books Being a Bett

Sending Client Reminders

Follow-up reminders help avoid missed appointments, build networks, complete tasks, and request reviews. Avoiding overwhelming clients, co-counsel, and opposing counsel by using the following tips. Get additional tips from the articles and books listed below. Tips Content - limit to a few sentences and ask for reply to confirm receipt. Follow-up - call if no response (don't rely on leaving voicemail or email). Frequency - send one reminder to avoid annoyance and spam filters. Method - use email, letter, phone, or text depending on the preference of recipient. Purpose - send reminders for meetings, deadlines, tasks, and payments. Subject - use a short subject like "Reminder - Appointment". Articles Appointment Apps   Building a Network Communication Guide for Lawyers Email Etiquette Sending Reminders Writing Follow-ups  Text Messaging Books Business Email Etiquette for Lawyers Lawyer's Guide to Email Model Business Communications Samples Appointment Confirmation Bu

Planning Law Careers

Many lawyers pursue careers with corporate law departments, law firms, government agencies, and nonprofit organizations. Others chose to start a new firm as a solo or with other lawyers. The new firm path is best for lawyers with entrepreneurial spirit, financial support, and organizational skills. Below are tips for writing a business plan to use as a blueprint for growing legal careers and law firms. For further study, see the links to articles, books, forms, and websites. Tips Assessment - assess entrepreneurial spirit and legal skills to determine readiness. Contents - describe the practice, competitive factors, finances, and marketing plans. Costs - determine the cost of equipment, offices, supplies, and staffing. Focus - select practice areas and geographic locations that will be the focus of the firm. Office - Decide whether to office at home, an office building, or shared office space. Research - study competitive factors, costs, fee schedules, skills, and prospective client

Writing Website Disclaimers

Continually review your law firm website to keep it current and comply with evolving ethical requirements. Avoid ethical complaints by using  a short disclaimer at the bottom of each page with a link to a detailed Disclaimer Page.  Add a Policy Page to comply with laws governing privacy. For more information, see the resources listed below and  consult your state bar association.  Articles ABA Modernizes Marketing Rules Best Practices for Privacy Policies Disclaimers for Firm Blogs and Websites Ethical Guide to Lawyer Marketing Ethical Guidelines for Websites Guide to Website Design Overview of Online Ethics for Lawyers   Books Ethics and Technology Legal Ethics and Social Media Marketing on the Internet   Forms Jennifer Ellis Blog Louisiana Legal Ethics Blog Samples Disclaimers Cardone Firm (New Orleans) - personal Injury Lubiner, Schmidt & Palumbo (Newark) - criminal immigration and traffic Mehr, Fairbanks & Peterseon (Lexington) - disability, insurance, and personal inj

Protecting Client Confidences

Cybersecurity, ethics, and technology  are constantly evolving.   Review your current practices to protect client confidences and comply with ethical rules. Below is a checklist of practices to consider and articles and books for implementing them. Checklist Accounts - Use separate accounts for personal and work (i.e. email, banking and social media, etc.) Backups - Backup client files, correspondence, and other records Conversations - Do not discuss sensitive information near others or smart speakers Emergencies - Exchange landline and cell numbers with co-workers for emergency contact Encryption - Encrypt devices and drives to protect against data theft Erasure - Turn on settings that allow remote erasing when devices are   lost or stolen Locks - Use a locked room or file cabinet to secure paper documents Messages - Use secured messaging or encryption to protect emails and documents Networks - Use secure Wi-Fi network instead of public networks Passwords - Use a password manager pr