We all have problems. Most problems are small and easy to fix. Some problems are potentially crippling and need to be addressed immediately.
An audit, a state bar complaint, a lawsuit, or an unhappy client threatening to leave, for example, are problems that should be at the top of our list of priorities because there’s so much at stake. Even if they have a happy ending, they are distracting and worrisome.
You need to fix these problems, or at least get them under control, sooner rather than later.
Okay, you get this. And you do it. You don’t ignore serious problems, you deal with them. When you see fire, you grab the extinguisher and put it out.
The question is, what are you doing to prevent those fires?
Do you have procedures in place to evaluate vulnerabilities in your practice? Do you use checklists to open and close files? Do you have redundant systems for calendaring critical dates and backing up client data?
Do you schedule time to update your software, library, and forms?
Do you regularly review all of your systems and procedures to make sure they still work?
Just because you haven’t had any major problems recently doesn’t mean you won’t. You need to prepare for every contingency and vigilantly keep watch.
You probably do a good job of doing this on behalf of your clients, but if you’re like many lawyers, you may be a little sloppy when it comes to your own interests. It might make sense to get another set of eyes on your operation to help you stay on track.
Have your accountant and insurance agents do an annual review. Ask an attorney friend to review your office procedure manual in return for your reviewing theirs. Hire a practice management consultant to look at your operation and give you a report.
Because the easiest fires to put out are the ones that never start.
When was the last time you reviewed your marketing plan?