3 rules for better note taking

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In school, taking good notes improved our understanding and retention of the material, leading to better papers and test scores.

In a law practice, good notes can help us win cases by helping us see aspects of the case we might otherwise miss.

Good notes also help us create better articles, presentations, and books.

Learning and using what you learn starts with good note taking. Here are 3 rules to help you do that:

(1) Record the source.

Attribution of authoritative sources lends authority to what you write or say about a subject. Recording the source will also allow you to go back to the original material if you want to take another look, or find other material by the same author.

(2) Don’t just write what someone said. Write what you think about what they said.

One of the best ways to get more out of your notes is to record your thoughts and ideas about the points you read or hear immediately after you hear them. Write down why they are important, other ideas and questions they make you think of, examples from other books you’ve read and from your own experience, and notes about what to do with this information.

In law school, after I wrote a note, I often wrote my opinion—what I thought about the point made by the court, the professor, or fellow student. I also noted related cases or ideas, and questions I wanted to explore further. This helped me study more effectively, recall the material during exams, and write more persuasively.

I did the same thing in my practice. I recorded what a witness said, for example, and then added my thoughts and questions about what they said, and how I might use it, in the left margin of the page.

The Cornell Note Taking Method advocates this. They also suggest that when the lecture, interview, or chapter is done, you immediately add a summary at the bottom of the page.

(3) Reread and review your notes after you write them. Preferably more than once.

Add additional thoughts. Add links to other notes you have on the subject. Then, re-read and reflect on your notes again, to re-enforce what you’ve learned, and explore additional ideas you can use.

Taking better notes takes practice. I know that after I hear a presentation or read an article, I’m usually in a hurry to move on to the next video or article. I have to remind myself to record my thoughts about the subject and how I could use my notes.

When I take time to do this, I almost always find my notes are more useful to me. Try it and I think you’ll find the same thing.

Evernote for Lawyers ebook

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The most important element in marketing legal services

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What’s the most important thing in your marketing?

Trust.

Whether it’s with client relations, nurturing prospects, building relationships with professional contacts or building your reputation in your niche market or community, trust is everything.

Because without it, nothing else matters.

People may know and like you, but if they don’t trust you, they’re not going to hire you, refer you, or help you.

Yes, it is that simple.

How do you create trust? Start by keeping your promises.

Show up on time, call when you said you would call, deliver your work product or updates on schedule.

Do what you said you would do, and what reasonable people would expect you to do.

Another way to build trust is by being consistent.

Consistent quality, for example, shows people you’re a professional and can be counted on to get the job done.

Consistently showing up in their inbox is another way to build trust. Especially when you consistently deliver relevant, valuable content.

Your content shows people you know what you’re doing and have helped other people with the same or similar issues.

It shows people that many others have trusted you, suggesting that they can trust you, too.

Consistently showing up in their inbox also reminds people that you’re still “in business,” ready to help them when they need you or know someone who does.

Contrast that to the lawyer who writes once in a while, or doesn’t write at all.

Yes, building trust is simple. But it’s also easy to mess up.

So don’t do that.

Do what you said you would do and do it consistently.

More ways to build trust: here

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Hard work is for suckers

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As kids, how many times did we hear about the value of hard work and self-discipline? How many times did we hear stories about parents or grandparents who sacrificed to make a better future for their family? How many times were we told that hard work is the path to a successful and virtuous life?

A lot.

We hear it a lot today, too.

Leaders, authors, speakers, clergy, and everyone else, it seems, who has something to say about our human condition, talks about the sin of laziness and the virtue of hard work.

But is it all true?

Yes, many people have achieved great things by putting their nose to the proverbial grindstone. But just as many seem to accomplish as much without breaking a sweat.

We all know people who are successful without working hard or forcing themselves to do things they hate doing.

Could it be as simple as choosing the right career or job or business? Our grandparents may have had limited career choices, but do we?

If we choose work we love, we don’t need self-discipline. We do what we do because we love doing it.

But it’s not always possible, is it? Surely the sanitation worker doesn’t love his or her job?

Maybe they do. Or maybe they love that they perform a function society depends on, they are (relatively) well-paid, and they don’t have to put in the hours their entrepreneurial neighbors do.

Hard work is okay, if you want to work hard. But doing things that come easily to us, that don’t require self-discipline or sacrifice, is okay, too.

And, if we can’t find work we love, perhaps we can find ways to do our work that don’t cause us stress or strain.

As attorneys, we might not love all our clients or all of the work we are asked to do. But we can always find something about what we do that we enjoy.

Even if it is the satisfaction of helping people solve difficult problems and earning a good living doing it.

Working smarter means you don’t have to work harder. Here’s how

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It’s not about your services, it’s about your solutions

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You offer services. You want happy clients. One doesn’t necessarily lead to the other.

Before you tell anyone about your services or create any new marketing documents, ask yourself this question:

“What problems am I qualified to solve?”

Because your services (knowledge, skills, experience, etc.) are merely tools you use to solve problems, which is what your clients really want.

So, make a list. What solutions and benefits are you capable of delivering?

Look through your closed client files and take inventory of what you’ve done for your clients. What problems did you solve? What benefits did you help them get?

Clients don’t care about your services. They don’t really need to know how you do what you do.

They want to know what you can do for them.

Okay. Once you know what you can do to help people, make a list of people (businesses, entities) who need what you do.

Who is your ideal client? What are their problems? What do they want?

Once you have answered these questions, you can talk about your services and offers.

More importantly, you’ll know who to target with your marketing message, and what to talk about in that message.

How to quickly grow a big practice

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Stop pitching and start listening

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Prospective clients want to know what you can do to solve their problem or achieve their goal. What they don’t want is for you to make the conversation all about yourself.

Put yourself in the shoes of a prospective client. You’re talking to an attorney about your legal matter. Would you want to hear how successful the attorney is, or would you be more interested in hearing what they can do for you?

Many attorneys rely on telling prospective clients about their experience and capabilities and try to impress them with what they’ve done for others. Experience and capabilities are important, but when you make that the focus of your conversation, prospects eventually tune out.

They want to talk about themselves, so let them. Encourage them to do that. Ask questions and let them do most of the talking.

Even when you understand their situation and are ready to present a solution, let them continue to vent and share their pain and frustrations.

And then, ask more questions.

Look for secondary problems caused by their legal situation–a loss of revenue or sleepless nights, for example, that may have caused their business or family to suffer.

Get them to tell you all about it, and listen to every word.

You listen to learn the facts, of course, but listening also shows the prospect that you care about them and truly want to help.

Show them you are listening by making eye contact, asking follow-up questions, repeating back to them what you heard and understand, and letting them see you take lots of notes.

Then, give them their options and tell them what you recommend. Follow that by describing the specific steps you will take to solve their problem and alleviate their pain.

When you let them do most of the talking, they’ll tell you what you need to say and do to get them to choose you as their attorney.

If you do it right, you may not need to talk about your experience and capabilities.

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How to use ProWritingAid to improve your legal writing

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The other day I mentioned I use and recommend the grammar app ProWritingAid (PWA). This article, “6 Reasons Attorneys Should Use ProWritingAid to Write Legal Documents,” has some helpful information about the app and how to use it.

The author isn’t an attorney and most of what she says applies to any kind of writing, but she does a good job of highlighting some of PWA’s important features that should interest every attorney.

Note that PWA doesn’t have a “legal module” or dictionary, but it allows you to “teach” it legal words or phrases so it won’t continually flag them as errors.

The article makes a good point about why lawyers should use a Plagiarism checker. If you quote a legal opinion, for example, search engines may consider it plagiarism and penalize you. Using a plagiarism checker will alert you to anything that might be a problem.

PWA has a built-in plagiarism checker, but note there is an extra cost.

PWA works on your desktop or in your browser and offers integrations with Scrivener, Word, Docs and other writing apps.

Most of the apps we use for writing check spelling, and many also check grammar and usage, but these apps usually aren’t as thorough as a stand-alone app.

I checked this post with PWA before publishing it, and it suggested a couple of improvements. No matter how good we think we are, there’s always room for improvement.

If you’re looking for an app to improve your writing, or want to compare what you’re using now, consider signing up for the free version of PWA and giving it a go.

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How much is a new client worth to you?

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Over their lifetime, a new client is potentially worth a fortune to you. Their repeat business and referrals will certainly be worth many times what they pay you initially.

At least that’s how you have to look at it.

The “one time” client who pays you $1,000 could come back with bigger matters, or a series of smaller ones. They could refer other clients, tell their contacts about you, share your content, promote your event or blog or channel, or provide a testimonial or positive review, all of which can bring you more business.

Of course those new clients are (statistically) likely to provide you with more of the same.

Your next new client might provide you with enough business to pay your monthly mortgage or your groceries for a year. They might bring you your next multi-million dollar case or client.

Hold on. That’s a new client. An established client, someone who already knows you and your work, may provide you with even more.

When you realize this and embrace it, you know how important it is to make getting and keeping clients your priority.

The time you spend blogging, networking on social media, or writing a newsletter isn’t wasted time, it’s an investment with the potential to provide a massive ROI.

The money you invest in advertising, webinars, or other paid marketing methods, the time you invest in staying in touch with your subscribers and clients, and the resources you devote to hiring and training good staff, are time and money well spent.

So is your investment in personal development. Becoming a better lawyer, a better communicator, and a better marketer is worth it.

Because that’s how you get and keep good clients.

Ready to take a quantum leap in your marketing? Here’s how

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How much do you charge?

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When you hear from a prospective client who’s first question is, “How much do you charge?” that’s not a good sign.

A prospect who is more focused on price than value, on your fees rather than your solutions to his problem, means you may be dealing with someone who’s going to question everything you do for them and every bill you send them.

So don’t answer that question.

Instead, ask them questions, to learn more about their problem (and pain), to find out what they’re doing now or have done before, and to find out what they want from you, so you can tailor your answer to their situation.

And so you can control the conversation.

You want them to sell you on accepting them as a client, instead of you selling them on hiring you. You do that by asking questions.

When you know enough to quote a fee, you can give them a number or present their options, e.g., Service A or Service B, Package A or Package B. Do this in person or on the phone, if possible, so you can read them, respond to any objections, and close the deal.

Or you can turn the conversation over to a surrogate. “My office manager handles all the fees and billing. . .”

Because someone else can edify you and your capabilities in ways you can’t.

Before any of the above, make sure you have a page on your website that provides general information about your fees and billing practices. No, don’t post your fees. That invites price shopping and discourages prospects from contacting you.

Keep it general. Tell them you bill by the hour or offer flat fees or contingency fees and encourage them to contact you to learn more.

Whatever you do, don’t say “low fees” or “competitive” fees or otherwise suggest you charge less than other lawyers.

Because you don’t (or shouldn’t). And because that’s what attracts people who’s first question is, “How much do you charge?”

How to quote fees and get clients to pay them

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I’m a professional quitter

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In eighth grade, I joined the wrestling team. I gave it a semester and quit when I realized I wasn’t good enough and didn’t like it.

But isn’t quitting for losers?

Everyone says

  • Work harder
  • Give it time
  • You’ll get better with practice
  • You’ll learn to like it
  • If you quit, you’ll never know how good you could be
  • Do it anyway, it’s good for you

Well-intentioned advice, I’m sure, but is it right?

Ozan Varol says that sometimes quitting might be the best thing we can do:

I’m a professional quitter. After serving on the Mars Exploration Rovers mission, I quit rocket science and went to law school. After practicing law for a few years, I left to join academia. Most recently, I decided to quit that as well and give up the security of tenure to double down on popular writing and speaking.

I quit things I don’t enjoy. I give up on ideas that fail to live up to expectations. I jettison projects that no longer serve me or my mission in the world.

He acknowledges that many people quit too soon and never find out what they might have accomplished. “Yet many people persist when they should quit,” he says.

If you continually fail at something, or resist doing it, it might be a sign that you should stop doing it.

Varol notes that when we continue doing things that aren’t working for us, aside from being unhappy, we pass up the opportunity to do something else, something we might be great at and love.

Those of us who have changed careers and found success doing something else know this is true.

And what’s true for careers can also be true for work projects, marketing methods, and marriages. Quitting may not only be a viable option, it might be the best one.

So, what would you like to quit today?

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How to use email to build your practice

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I had a new desk pad delivered yesterday. Today, I got an email from IKEA asking for feedback about my purchase. The kind of emails we’re all used to getting.

The kind of emails we should all be sending.

Do you send your clients a “how did we do” email at the end of the case? You should. Their feedback will help you improve what you do, but even if they don’t respond, your email shows your clients that you care about doing a good job for them, you’re organized, and you don’t want the case or matter to be the end of the “conversation”.

Here are a few more ways to use email to build your practice:

  • Thank someone. Look for opportunities to say thank you to the people you know and meet. Send them to clients for choosing you, being easy to work with, for their patience, for their referral or for telling someone about you.

    Send them to prospects who considered you, the adjuster or lawyer who was pleasant to work with, to the blogger or podcaster who interviewed you or mentioned you on social.

    Saying thank you shows people you noticed them and appreciate what they did. It makes them want to continue to know you and work with you.
  • Send news or information. Share articles and links with people in your network, even if they’re not subscribed to your newsletter. Share case updates with clients, in addition to your regular reports, telling them something you did for them or you’re about to do, and say something positive about their case or situation.
  • Praise someone. When you read an article or book you liked, write to the author and tell them so. When you hear about someone in your niche or local market who got an award or another accomplishment, send a note and tell them “good job”. When you hear about someone you’d like to know, write and tell them something you admire about them or their work.
  • Say hello. Write to a former client, an old friend, a former co-worker, or someone you haven’t seen or spoken to in a long time. Say hello, you were thinking about them, and ask how they’re doing.

Emails like these can lead to phone calls, which can lead to new clients, repeat business, referrals, and friendships.

Get in the habit of sending emails like this each week and watch your practice grow.

For more on email and newsletter marketing, get my email marketing course

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