Draft: a simpler way to write, edit, collaborate, and share documents

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After yesterday’s post about a new cloud-based document sharing service, SavvyDox, I remembered that I was a subscriber to an even easier to use service: Draft.

No downloads, a very simple interface, and the ability to see your editor’s draft or comments side-by-side with your original. And, it’s accessible from any browser, so no problems for tablet users. And, you can export documents in a variety of formats, including Word, PDF, and ePub.

One limitation, at present, is that you can only import documents in text or Markdown. So you probably wouldn’t use this to show clients a work in progress. But this a natural for sharing drafts with editors, partners, and administrative staff, who can edit or add comments without modifying your original.

I like being able to see my editor’s changes, in a different color, side-by-side with my original. I can respond with my comments about their suggested edits. In fact, we can go back and forth with multiple versions of the document, until it’s right. This makes Draft a great tool for collaborators.

Draft also has many additional features for writers, including Hemingway mode, which prevents you from deleting anything, forcing you to bang out a first draft without stopping to edit. And, if you want to hire a professional editor, you can do that through the Draft interface at very reasonable cost.

Draft is “donate-ware” (I think that’s the term). You can use it without cost, but you are asked to support the service by paying $4 a month.

I can see a place for both SavvyDox and Draft in a lawyer’s writing arsenal. SavvyDox is probably more appropriate for business clients with whom you can share formatted documents. Draft is useful for writing and editing the document, which you can then export and email to the client.

Check them out and let me know what you think.

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SavvyDox: Sharing documents with clients and partners made easy

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I’m finishing a book and getting ready for my wife to do her editing magic. I’ve been looking at alternatives to printing it, or messing with Word’s “track changes”. I found SavvyDox, a cloud based document sharing service that allows you to share documents with others who can edit or annotate by highlighting passages and adding notes or suggested edits.

You can share documents with multiple readers, and see each one’s comments or suggestions. You could share a draft with several clients or board members, for example, and avoid the email merry-go-round.

There are apps for Windows, Mac, and iPad. A free account allows you to manage 15 documents. Unlimited documents is just $15 a month.

SavvyDox bills itself as the first commercial cloud-based, mobile document management solution, “a product that transforms tablet document interaction.” From it’s press release: [It] “provides the tablet device user with a new level of intelligent interaction with documents including highlighting revisions at the word and paragraph level, version sensitivity, changed content navigation, shared annotations, and active and dynamic content.”

So there.

SavvyDox may be overkill for sharing with my wife. I could probably use Google Docs (Drive). But I thought this was a great tool for the mobile lawyer and wanted to pass it along. Let me know what you think.

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How clients evaluate lawyers before they hire them

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According to a recent study, prospective clients evaluate lawyers (and other professionals) before they hire them in a few common ways.

81% go to your website. (Do you have an effective website? Does it show what you do? Does it tell visitors why they should hire you instead of any other lawyer? Does it invite them to take the next step (i.e., call for an appointment or to ask questions? Does it capture their email address so that if they’re not ready to take the next step you can stay in touch with them?)

63% google you. (Is your website and/or blog optimized so that they can find you? Will they find favorable ratings and comments about you on sites like Yelp and Avvo? Will they find articles or guest posts by you on reputable blogs? Will they find interviews of you and articles about you? Will they see that you have received awards or been mentioned for your achievements?)

62% ask friends or colleagues if they’re heard of you. (If someone knows you or your reputation, will they say good things about you? Will they say you work hard and care about your clients? Will they say you provide added value beyond your core services? Will they say you are good at what you do? Will they say you are fair and honest? Are you asking your satisfied clients to rate you on these sites?)

60% use social media to research you, and 70% use LinkedIn. (Do you have a complete LinkedIn profile? Do you have a presence of any kind on other social media platforms? Do your social media accounts invite people to visit your website? Are you asking your clients to Like your page and share your content?)

So, you need an effective website and a decent LinkedIn profile. (Your profile will show up in search results, so don’t dismiss it’s importance if you have a consumer practice.) And, you need to do a good job for your clients so they will say nice things about you.

What do you think? Marketing isn’t really that difficult, is it?

How to build an effective website

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Goal setting for lawyers and other smart people

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After yesterday’s post about goal setting and the value of having both “result” goals and “activity” goals, an attorney emailed me and said that when he sets results-based goals and doesn’t meet them, it is discouraging. “By establishing activity based goals, I largely control whether I meet them or not. Therefore I am much more motivated to achieve them.”

Exactly.

Results-based goals are inspiring, but if you continually miss them, you get to where you don’t want to set them anymore.

Before you give up on them, there are a couple of things you can do.

The first thing you can do is to break the rules about “when”. In other words, instead of saying you want to earn $20,000 this month, let go of “this month”. Focus on what you want, not when.

It’s a “law of attraction” thing. The ticking clock is a constant reminder that you don’t have what you want, and when you think about that, all you get is more of what you don’t want. You attract the “not having”.

So, set (results) goals that feel good when you think about them. What and why, but not how or when.

The second thing you can do is to change your thinking about what a goal is. Normally, a goal is a fixed target that you either hit or you don’t. Since we usually set goals that are somewhat out of reach, we get conditioned to missing them, and that quickly gets old.

The answer isn’t to set goals that are so low we always hit them. It is to set three version of the goal:

  1. The minimum (what you absolutely know you can do without much in the way of extra effort);
  2. The target (a realistic goal that will take reasonably significant effort but is not out of reach);
  3. The dream (you probably won’t reach it but it’s not impossible).

If $20,000 is your dream goal, $12,000 might be your target, and $8500 might be your minimum.

Another way to do it is to keep the goal at $20,000 but change the month for hitting it: Six months from now is your target, one year from today is your minimum, and next month is your dream version of the goal.

This way, you almost always hit your goal and are almost never discouraged.

Goals are meant to serve you, not the other way around. If setting goals isn’t working for you, change how you do it, or let it go completely. Leo Baubata, having been a strong proponent of goal setting, relinquished it completely and found that he is just as productive, if not more so.

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Two ways to look at your goals

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I was washing dishes the other night, thinking about my goals for a new project I’m working on. First, I thought about an income goal for the rest of the year. I earned a small amount on this last year. How much do I want to earn this year?

Then, I thought about it in a different way. I thought about how much I want to be earning, per month, by the end of the year. For some reason, I like that better. Perhaps it’s because the end of the year is in the future and I have time to get there. I can build towards that goal instead of having to produce meaningful results right now.

Of course, most income goals are fanciful. You can’t control results. What you really need are activity goals.

Income goals are inspiring, but impractical. Practical goals are based on the activities needed to produce those results.

You can’t control whether your new website will get any traffic or subscribers or sales, but you can control when you will write the first page. You can’t control whether you will get any referrals from contacts at your networking group, but you can control how many new people you will speak to next Tuesday night.

Both types of goals are important. As you see progress towards your result-based goals, you can adjust your activity goals. Want to earn more? Do more. Or do it faster. Or do something different.

The Attorney Marketing Formula comes with a template for a simple marketing plan 

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How to write a blog without writing a blog

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I get it. You don’t have a lot of time to write a blog. Even once a week seems daunting. But you know that having content online is a great way to highlight your capabilities and draw traffic, and you’d like to find a way to make it work.

One way to do this is to let others do the writing for you.

You could have your partners, associates, and staff do some or all of it. You could hire a ghost writer. (They’re not expensive.) Or, you could let other professionals write guest posts. Let’s talk about this one, shall we?

One way to do this is have five or ten other lawyers, consultants, experts, accountants, and so on, who each contribute a post every other month. They get exposure for their practice or business, you get content.

Some of those other professionals will undoubtedly notify their clients, subscribers, and readers about their new post on your site, and provide a link to it, which gives you exposure to their contacts. Of course you can offer to provide guest posts on their blogs, too, if and when you have the time.

If you don’t have enough other professionals who want in on this deal, no problem. You can easily find professionals online who would love to get exposure to your readers. Reaching out this way is a great way of networking with potential referral sources.

One thing you might want to do is add your comments before, during (by interlineation), or after the guest post. In other words, you introduce the guest blogger and his or her post and add your thoughts about how the post applies to your practice area or clients. This should take you very little time and will add value and context to a post that might otherwise seem a bit off topic.

First, make sure you flesh out your blog with ten or twenty substantive posts, written by you, about your practice area. Why? Because it’s your blog and you want to show visitors what you know and do. Also, you’ll be able to link to this content in your comments to guest posts. For example, if you handle employment law and have a guest post by a psychologist writing about how to handle a difficult employee, in your addendum to that post, you can link to your article about the legal implications of what employers might say or do.

Okay, one more idea. Ask one of your guest-post team if you can interview them. Have them give you five or ten questions to ask them, in advance. Record and transcribe the interview and post it on your blog. Easy content.

Of course it’s just as easy to have them interview you for their blog.

For more ideas on how to write a blog, get this.

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How to get more referrals from clients

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What do you think would happen if your first time clients came away from their meeting with you believing that you are amazing? Do you think they might be more likely to stay with you, even though there might be less expensive attorneys in town? Do you think they might be more inclined to send you referrals?

There are lots of ways to “wow” new clients. Here’s one that is both simple and incredibly effective: introduce them to other people in your office.

Take them on a little tour, show them the library and conference room, and introduce them to your partners and staff. Introduce them to the person who answers the phone. Introduce them to the office manager. Introduce them to everyone who will be working on their case.

Make sure everyone shakes hands with the new client, makes eye contact, smiles, and tells them they are happy to meet them.

How many attorneys do this? Very few. How many of any kind of professional or business do this? Same answer. So when you do this, your new clients will see that you are different, that you really care about your clients.

On their way home, the client is thinking about his or her experience. It will forever be imprinted on their brains.

But hold on. You can really hit a home run by following up with a welcome call.

Someone should call the new client later that day or the next day to see if they have any questions, remind them about the next appointment, and tell them to expect a new client welcome kit in the mail. If someone who will be working on their case wasn’t in the office or was with other clients when the new client got the tour, they should also call and introduce themselves.

How much effort does it take to show clients you are amazing? Not much at all. But it only works if do it because you really do about your clients, not because you think it might get you more referrals.

How to get more referrals from clients without asking for referrals: Click here

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When prospective clients interview you for the job

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I once had a client interview me before hiring me. It only happened once in my career, probably because 99% of my clients came from referrals. (She didn’t hire me. I never found out why. It was thirty years ago. I’m over it, now.)

Today, many clients find lawyers through the Internet and other means, and because there are so many articles and blog posts educating them about what to ask a lawyer before they hire them, if you haven’t been interviewed for the job, there’s a good chance you will.

Will you be ready?

One way to get ready is to post content on your website that addresses the questions prospective clients typically ask. The process of writing that content will also prepare you to answer those questions in the event someone bypasses your website. It also helps you codify your philosophies, policies, and procedures, forcing you to examine what you do so you can make improvements.

I read an article recently, for employers interviewing job candidates, that presented “killer questions” to ask to eliminate the duds. I thought the first question was applicable to clients hiring lawyers:

‘Tell me about a work achievement you are most proud of?’

Clients may not ask this per se, but isn’t this something lawyers should be prepared to answer?

Take 30 minutes this week and write three paragraphs about something in your career that you are especially proud of. What was your most gratifying or challenging case? If you were writing your obituary or eulogy, what would you like to be said about your work.

Post this on your website. When prospective clients interview you for the job, or a reporter or blogger interviews you for an article, you’ll be ready.

Did you know, Make The Phone Ring shows you how to create great content for your website? Check it out on this page.

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Legal marketing for dummies

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Hope I didn’t just violate a copyright with that title. Hey, maybe the “For Dummies” publisher will ask me to write that book! Ahem, people of the NSA, I know you’re reading this. Could you do me a solid and pass this along for me?

My tax dollars at work.

Anyway, so this is a very simple idea for bringing in some new business. Possibly a lot of new business.

Here’s the lowdown.

You know some good lawyers in other practice areas, right? If not, you need to get out more. But you can use this idea even if you don’t. I’ll explain in a minute.

So, if you’re an estate planner, I want you to call up a divorce or small business or PI lawyer you know and invite them to coffee or lunch. If they insist on asking why you want to meet, tell them you want to talk about referrals. That always gets a lawyer’s juices flowing.

Bring a legal pad, if you still have one, and an open mind. Tell them to do the same.

The purpose of your meeting is to brainstorm some ways you can help each other.

Here are some ideas to get you started:

  • Send a letter or email to your respective lists, introducing each other
  • Interview each other for your blogs, newsletters podcasts, or youtube videos
  • Do guest posts for each other’s blogs or newsletters
  • Put together a talk, seminar, webinar, teleconference, hangout, or video you could do together
  • Compare notes about professionals you know who might make a good referral source for each other and introduce each other
  • Like and re-tweet and share each other’s social media posts
  • Invite each other to your networking meetings

Got it? Okay, now pick one idea, set a date for completion (if you don’t, we all know it’s not going to happen), and do it. Hold each other accountable for getting your respective parts done.

After that, pick something else on the list and do that.

After that, contact another lawyer you know and do the same thing.

Now, if you don’t know any lawyers in other practice areas, or when you run out of ones you do know, go find some lawyers you don’t know, call them up, introduce yourself, and tell them you want to meet for coffee. If they ask why, tell them you want to talk about referrals.

Of course this isn’t just about referrals. It’s about website traffic and exposure and list building and networking. There are lots of ways professionals can help each other besides referrals. You know this, but are you doing this?

Go get you some marketing partners and some new business.

For more legal marketing for dummies ideas, see The Attorney Marketing Formula

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Attorney marketing plan: time vs. money

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I talked to an attorney yesterday who wanted to drive more traffic to his website. A plan to get more traffic to your website, like any attorney marketing plan, comes down to a choice between time and money.

Here is a list of the more common (and acceptable) marketing options for attorneys who want to get more traffic:

MONEY

  • Advertising (PPC, display, offline, direct mail, radio, etc.)
  • Hire a PR firm to get you coverage, interviews
  • Self-hosted seminars
  • Hire people to ghost write content or assist you in writing content

TIME

  • Writing a blog
  • Guest posts and comments on other people’s blogs
  • Writing articles for article directories, offline publications
  • Webinars/teleconferences
  • Public speaking, seminars
  • Write reports, ebooks, articles, audios, courses
  • Build an email list
  • Staying in touch with former clients
  • Social media networking
  • Youtube videos
  • Networking
  • Marketing joint ventures
  • Podcasts/webcasts/hangouts/interviewing experts
  • Interviews, panel discussions

Most attorneys can’t or don’t want to advertise. Or, they don’t have a big enough budget to compete with some of the bigger advertisers.

The problem is, most attorneys have even less time than money. At least that’s what they tell themselves. They could invest more time in marketing. They often don’t because (a) they don’t know how and/or (b) they don’t think they’ll see a return on their investment.

What if I could prove that one hour invested in marketing (the right way) would bring a three-fold return? In other words, if you’re time is worth $300 an hour, and I proved to you that investing one hour in writing a blog post would bring you $900 in revenue, would you invest that hour?

Of course you would. Yo mama didn’t raise no fool.

But here’s the thing. That blog post might bring you a three-fold return this month, and then again next month. And every month. There will always be new people searching for your content and your solutions.

No guarantees, of course. Your results may vary.

My point is that many time-oriented marketing activities have a long tail, whereas advertising generally doesn’t.

Your website content can bring you traffic and new clients for months or years to come. Networking and building relationships with new referral sources and joint venture partners can do the same. Building lists and staying in touch with people can provide you with a long term source of new business.

When you look at it this way, instead of worrying about how much time marketing is “costing” you, you’ll realize that every hour you AREN’T marketing is costing you.

As Wayne Dyer puts it, “When you change the way you look at things, the things you look at change.”

If you want more traffic to your website, get my Internet marketing course for attorneys

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