If Felix Ungar ran your law practice


The Odd Couple’s  Felix Ungar was a neurotic perfectionist neat freak who fussed and bothered about everything. His roommate Oscar was a slob. The two loved each other (friends) but drove each other crazy.

If Felix ran your practice, some good things would happen. Every document would be checked and rechecked before it was filed or mailed. Every document would be backed up (“in triplicate”). Every piece of software and equipment would be up to date. Your desktop would be tidy and dusted, and so would the desktop on your computer.

Your firm would operate efficiently. But eventually, Felix would drive you and your staff crazy, not just with the fussing and tidying but with continual changes in management, operations, and marketing.

Continually changing your forms or procedures, for example, requires continual re-training. There would be daily memos and weekly meetings where the latest micro changes were rolled out.

The employee handbook doesn’t need to be updated every week. The bookcases don’t need to be dusted every day.

Continual changes to your website layout, checklists, forms, intake and file-closing procedures can confuse and frustrate your staff and clients.

You don’t want your practice run by Oscar Madison, of course. He would tolerate too much clutter and disorder. Software would be updated “whenever”. Too many things would slip through the cracks.

You need to try new things and keep old things in working order. But just as the law looks to the reasonable man standard, so should you in the management of your practice.

Felix and Oscar were both well-meaning but neither could have been considered reasonable.


Why you shouldn’t hire a marketing manager for your firm


Wouldn’t it be nice to turn over all of your marketing to someone else? Put a marketing manager in charge of your marketing? Let them take care of bringing in the business so you can concentrate on the legal work?

That may sound good but it would be a mistake. Marketing professional services cannot be delegated. Clients may write their checks to your firm but it is you they are hiring.

Nobody can build relationships with clients and prospects and referral sources like you can. Nobody can speak or network for you. Nobody can make the case for hiring you like you can.

So forget the idea of hiring others to do your marketing.

On the other hand, you can (and should) delegate many marketing support activities.

Have others do most of the leg work, organizing, research, editing, website updating, confirmation emails and phone calls, event planning, slide-making, and other activities that support your marketing.

Under your guidance and supervision.

You need to be involved and make the big decisions. You need to put your imprimatur on every ad, every article, and every email. You need to be in charge of your marketing.

Because clients hire you, not your firm.

Marketing assistants can help. Outside consultants and agencies can help. But you are the marketing manager for your practice.

Marketing starts with the right strategies. Start here


Going out on your own: solo or partners?


An attorney is thinking about going solo but he’s considering the value of taking partners. He says,

“My friend told me that he has long fought the perception that his firm is too small for many clients who are looking for more horsepower. He recommended partners with one or two other lawyers as a way to combat that perception.”

He wants my take on the subject.


His friend is right–many clients are more comfortable with a bigger firm than a solo. But many clients prefer a solo. And there are plenty of them. Small companies that want a close relationship with a lawyer. Clients who don’t want to (or are unable to) pay higher fees for a bigger firm and all of their associated overhead.

If you are inclined to go solo, target clients who don’t want a big firm. Sell the benefits of working with you and ignore everyone else.

If you want to target bigger companies with bigger budgets and lots of legal work, sure, partner up. It’s a different model, more competitive, but so what? If that’s what you want and you’re prepared to work hard and fight for market share, go for it.

But don’t be too quick to choose.

Smaller companies have a lot of growing to do, and will have a lot of legal work along the way. Big companies usually start out as small ones and if you get in with small companies before they get big you can grow with them. Marketing is easier when you target smaller clients. There’s a shorter time frame, too.

There’s a third choice. You could start out with an office sharing arrangement with other attorneys. You can look bigger and cut costs this way until you decide on a formal partnership or you rule that out.

Speaking of partnerships, have you heard the stories? Or should I say the nightmares? Partners who steal. Partners who don’t do their fair share. Partners who drink. Partners who cost you some of your best employees.

So yeah, there are pros and cons for every business model.

Best thing to do is to have a talk with some solos and some small-firm partners. Ask them what they like and don’t like. Get a sense for what you’re up against before you make a decision.

If you’re still not sure, start out as a solo. You can always ramp up in a year or two if you feel compelled to do so. That’s a lot easier than the hassle of getting out of a bad partnership. It will also give you time to find the right partners if you decide that’s where you want to go.

Whichever way you go, make sure you have a marketing plan


Increase your income by focusing on income producing activities


How much of what you do each day could be considered “income producing activities”?

Client work is income producing. So is marketing which brings in (and keeps) the clients. Everything else is is an expense and should be minimized, delegated, or eliminated.

In my opinion, in an eight-hour day, five hours of client work is a good target. Another hour should be invested in marketing. That leaves two hours that can be used for admin, lunch, and (your choice), more client work or more marketing.

If you have lots of clients, do more work. If you need more clients, do more marketing.

Of course this is just a starting point and your mileage may vary.

Next step: hire (more) assistants so you can do more work and more marketing. After that, hire more lawyers and/or legal assistants and have them do most (or all) of the work. Then, hire people to supervise and assist your team so you can continue to grow, open another office, and have time to spend some of the loot you’re bringing in.

That’s how I built my practice. That’s how I quadrupled my income and cut my work down to three days a week.

Sound like a plan?

This will help you do more income producing activities


Do you make this mistake when replying to email?


I don’t reply to every email I get and neither should you. Vendors and people pitching you something don’t expect a reply and you aren’t obligated to give one.

Prospective clients are another story.

Respond to prospects, even when they ask dumb questions or annoy you. Say ‘thank you’ for the inquiry, answer their question, and tell them what to do next.

You can use a (mostly) canned response. You can have an assistant respond on your behalf. You can point to a page on your site where they can get the information. But always reply and do it as soon as possible. They might be your next client. Or send traffic to your website. Or promote and share your content. Or send you referrals.


Of course, that goes double for clients and former clients.

When a client emails, you should do everything possible to reply within 24 hours (or the following weekday if it is a weekend or holiday). Actually, try to reply within two hours, even if it is to say you’re not able to respond fully just yet but will do so as soon as possible.

People who have paid you money (or sent you referrals) deserve as much respect and attention as you can give them.

Now, for an example of what not to do.

I recently bought somewhat expensive video course. After I went through everything, I had questions. I emailed the guy who produced the course seeking to clarify some points and to ask about a few things he didn’t address.

What happened? Nothing happened. Several days went by with no reply. I emailed again to ask if he had received my first email. Crickets.

I had asked several questions that could have been answered with a yes or no. He should have replied, if only to refer me to the section of the course where the issue was explained.

There is some good material in the course but I’m not inclined to recommend it to anyone, provide a testimonial, or purchase anything else from him. Too bad.

It takes a lot of effort to create a new client or customer. It takes but a simple error in judgment to lose them.

How to use email to get more clients


Build a better practice with a better file closing checklist


Most attorneys do a good job of onboarding new clients. They have a process for obtaining the information they need and explaining things to the client. They have documents ready for the new client to fill out, review, and sign. They have a routine for calendaring dates and follow-ups, and a set of form letters they mail to get the case started right.

They do these things to protect themselves from omissions, to save time, and because it gives the client a good first impression.

Unfortunately, not as many attorneys are as disciplined or detailed-oriented about how they close their files. But how you close a file is as important as how you open it.

What you do or don’t do at the end of the case can determine whether the client will hire you again, post positive comments and reviews, and refer other clients your way.

Of course, you lay the foundation for these things at every appointment and with every email or letter you send. But the final appointment is your last and best opportunity to “sell” the client and warrant your time and attention.

Your final appointment/file-closing process should include things that are too often taken for granted. You should have a checklist that addresses

  • What you say (e.g., asking if they have additional questions, cross-selling your other services, advising them about possible future needs, etc.)
  • What you give them (e.g., “after-care” instructions, marketing collateral, checklists, reports and other “added value,” etc.)
  • What you do (e.g., scheduling follow-up letters and calls, enrolling them in your newsletter, final billing/accounting, contacting them a few days later to make sure all is well, etc.)
  • What you ask them to do (e.g., asking for referrals and/or to pass out your information, asking for a review or testimonial, asking them to fill out a survey, etc.)

It should also include a review of the file to see what went right and what could be improved.

These things should be planned in advance. You should know who will do them (you, staff) and when. They should be a regular part of your routine and you should continually seek to improve them.

Because how you close a file is as important as how you open it.

How to get more referrals from your clients before, during, and after the engagement: here


Do you know your numbers?


How many inquiries, leads or calls do you get each month from prospective clients? You need to know that, and you need to know where they are coming from. Which ad? Who referred them? What were they searching for when they found your site?

If you don’t know these things, you won’t know what’s working so you can do more of it, and what’s not working so you can either fix it or move on to other things.

You also need to know how many of your inquiries convert to clients. How many make an appointment? How many keep the appointment? How many sign up?

You need to know this so you can improve your marketing funnel at every step.

Are you getting lots of calls from people who don’t have money to hire you? You need to know that. Are you seeing lots of people who can’t make a hiring decision until they talk to someone? You need to know that too.

You also need to know your numbers so you can establish a baseline and spot trends. Are your numbers different at different times of the year? Are you doing better this month than last month?

You need to know.

Knowing your numbers is a key component to increasing your gross and net income and growing your practice. Set up a simple system to record your numbers on a daily basis and then look at those numbers at least once a month.

If I call you next month and ask you, “How many leads did you get last month?” you should be able to give me a number. If I ask for a breakdown of where they came from, you should be able to provide it. If I ask you how many clients in each category signed up, the answer should be at your fingertips.

Because if you don’t know your numbers, you’re not running your practice, you’re letting it run you.

How to earn more than you ever thought possible


What to do about the legal assistant with a messy desk


I once worked in an office with someone who’s desk looked like it had survived World War III. Files and papers strewn across the top, as though a file cabinet had thrown up.

How could anyone work that way? How could anyone get anything done?

I had files on my desk but I kept them in neat stacks. I could quickly find what I needed. I wrote phone numbers and notes on legal pads, not scraps of paper, and then I transferred those notes to the appropriate files.

Reasonably neat and organized, but not obsessively so.

Despite his messiness, the guy did get things done. I’m sure he spent extra time looking for things, but he did his work and did it well.

He had his own style of working. We all do, don’t we? We work at a different pace, our energy levels differ, our short-term priorities might not match, but as long as we get the work done, it shouldn’t matter how we get it done.

You may be aggressive and work at a fast pace and have an employee with a completely different style. He may work slowly, put things aside and come back to them later, and be a perfectionist. You want the work done immediately and your employee’s style may drive you crazy, but do they really have to do it the way you would do it?

The best employers, like the best leaders, don’t micromanage. They lay out the big objectives and let the individuals figure out how to accomplish those objectives.

That’s difficult to do sometimes, especially since your employees are the face of your practice. But you can usually find a way to accommodate an employee’s style without compromising your interests. If you don’t want your clients to see your assistant’s messy desk, for example, you could have them see clients in the conference room.

On the other hand, you could always tell them to shape up or ship out. It might not make you boss of the year but what the hell. If you don’t put your foot down once in awhile, the next thing you know your employees will show up with green hair and spikes in their face.

It’s good to be king.


How’s that Pokemon thing working out?


Pokemon Go is big, or so I hear. I really wouldn’t know. I had to ask my wife what it was because I’ve paid almost no attention to it. Based on what I’ve heard about it, it’s definitely not my thing.

How about you?

Do you use, or at least try, the latest apps? Do you follow the latest trends?

Sometimes? Never? What’s a smartphone?

I read somewhere that there are four types of people:

  1. Innovators. They’re the first to do, adopt, or promote something.
  2. Early adopters. They see the trend and jump on board earlier than most.
  3. Late adopters. They wait until many or most are doing it, saying it, or using it.
  4. Dinosaurs. They rarely adopt anything new.

Or something like that.

Me? It depends on the thing. I was on board early with Evernote but I don’t own an iPad. I was one of the first to create a marketing course for attorneys and I started a blog before it was fashionable, but I do almost nothing on social media.

How about you?

I would guess that most lawyers are late adopters but I think we all need to be flexible. Some things are worth exploring early on, even if we don’t adopt them. Some things are worth our time and energy because they make us more productive or they’re just plain fun.

And then there’s Pokemon. I’m pretty sure I’ll take my first selfie before I download that one.

The best way to build your practice is to master the fundamentals


If IKEA managed your law firm


Yesterday afternoon, my wife and I visited IKEA. Among other items, I bought a side chair for my home office. This morning, I opened the box and looked at the instructions for setting it up.

Note to self: never look at instructions before having coffee.

I’m sitting here now, coffee mug at hand, remembering the other IKEA furniture I’ve set up. As intimidating as some of the instructions have been, I never once failed to set up anything, and I’m not what anyone would call handy.

IKEA sells millions of items that need to be set up, to millions of people who aren’t handy, many of whom don’t speak English. Or Swedish. They do it by providing caveman-simple picture instructions that spell out everything. No words, just big, easy-to-understand drawings of all of the parts and what to do with them.

If you don’t understand something, they tell you to call to get help. Yep, they use pictures to explain that, too.

Now, do you think your clients would like this kind of help when they buy your services?

Yes they would. They would like to know exactly what you are doing with their case and exactly what they should do and not do. They don’t want to have to call you to explain everything, but they like knowing that if they wanted to, they could.

You need written, detailed, dead-simple instructions for every service you offer, and for every stage of those services. You can’t use pictures, and you probably need to translate everything into other languages, but this is definitely something that should be a hallmark of your practice.

Think about it. When you prep a client for a deposition, you talk to them and explain what’s going to happen and what they should and shouldn’t do. How much of what you tell them registers and is remembered?

You probably role-play with them. You may show them videos that demonstrate the process. That’s all good, but they should also have written, detailed instructions they can refer to, with plenty of if/then statements, explanations, and examples.

If an IKEA rep had EXPLAINED to me how to set up my new chair, even if he role-played with me, without written instructions in front of me, I’m not sure I could set the thing up. Even if I could, I know it would take longer, I would make mistakes, and the entire experience would be a stressful mess.

IKEA does a lot of things right but do you think one of the reasons people buy from them instead of other retailers is that they make things easy? If you make things easy for your clients, do you think some might choose you instead of other lawyers who don’t?