» Practice Management

Is Strategic Planning Relevant in the Covid-19 Age?

Strategic planning provides a framework to make choices about how your law firm allocates its resources to maintain and improve upon its success. Yes, I know many of you are probably thinking, “We’re still fine-tuning how to get work done from home and the best ways to interact with clients. I can’t plan beyond a few days ahead, let alone a few years.” ... Read More
Categories: Practice Management

COVID-19 Impacts for Solo and Small Firm Lawyers: Beyond Remote Work

If you’re like me, you’re probably tired of getting email blasts about how to best work remotely. There is much more to this COVID-19 situation, from your law practice perspective, than remote work. If you practice in the solo and small firm world, here’s my take on a few other important things to consider in the pandemic age. ... Read More
Categories: Practice Management

Underbilling? Not Recording Time? There’s No Excuse!

Over the years, I’ve heard my share of stories about attorneys who have failed to properly record their time. You know what I mean. Finishing a task and then intentionally recording less time than what you actually spent on the task. Or, alternatively, simply forgetting to enter your time (e.g., phone conversations in the car). ... Read More
Categories: Practice Management

Strategic Planning in Times of Crises: You’re Doing It Wrong, but Does It Matter?

Most definitions of strategic planning focus on the idea that an organization needs to step back to look forward so it can determine its future goals for success. According to one definition, strategic planning involves “envisioning a desired future and translating this vision into broadly defined goals or objectives and a sequence of steps to achieve them.” Another definition is “the development of an organization's purpose and goals, beyond the immediate future, and actions to achieve those goals.” ... Read More

Superb Client Experience: The Simplest Details Count the Most

How many times have you been at a restaurant and forgot to bring your pair of reading glasses? If you’re like me, more times than you can remember. And when you ask if there are any extra pairs around, few restaurants have any. But for those that do, what a difference that pair can make at the end of a meal, capping off the whole experience on a high note. ... Read More

Never Forget the Value of Your Firm’s Staff

A sole owner of a small law firm recently hired me to create a strategic plan and a succession plan. During our initial conversations, I asked questions to discern more about the firm and its culture. The owner went out of his way to tell me that he values and respects everyone, including staff—not just the lawyers. I responded, “That’s great!” ... Read More

Debunking the Biggest Rainmaking Myth

“I can never be successful at rainmaking because I’m an introvert.” Does this sound like you? I have one word in response to this common refrain from lawyers: Bulls***. Quite frankly, this is a myth that provides an easy excuse to avoid doing what all attorneys know they need to do: get out of the office to create and develop relationships with potential client and referral sources. So, simply put, you can be successful at rainmaking even if you’re an introvert. Here’s how. ... Read More

Be a Joiner: Networking for Success as a Lawyer

Like most attorney business development coaches, I’m a big fan of one-on-one networking. It’s in this setting that you’ll have the best opportunity to develop a genuine relationship—one that will hopefully lead to new business. ... Read More

Ethical Billing Practices to Keep Your Clients Happy

You’ve heard it from me and others; the key to satisfied clients is managing client expectations. And fees are perhaps the single client service area where lawyers fall short the most when managing expectations. Failure to manage fee expectations will not only lead to an unhappy client, it could also subject you to possible discipline. Remember, Rule 1.5 of the Model Rules of Professional Conduct (Fees and Division of Fees), states in relevant part: ... Read More
Categories: Practice Management

Compensating Retiring Lawyers for Client Transition Efforts

A key aspect of any law firm succession plan is keeping the firm’s best clients when the rainmakers are gone. As more Boomers retire or start their winding down efforts, concerns about client retention and proper compensation are at the forefront of succession plan conversations. ... Read More
Our firm is glad we went through the strategic and succession planning process with Roy and have implemented many of his suggestions. Not surprisingly, some, though not all, of Roy’s ideas were things that I, as the firm’s leader, had wan…" Read the rest
– Managing partner, small central NE law firm

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