Daily notes: a journal by a different name

March 18, 2021 by
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I’ve tried keeping a journal and find it useful (and fun) to record my thoughts but the habit hasn’t stuck.

I’d like to try again and may have found a way to do that.

There’s a new breed of note taking apps (Roam, Obsidian, and others) and I’m trying out one of them.

One feature is a “daily notes” page that automatically appears (unless you turn off that feature), with the date and plenty of room to write. You can also set up templates to prompt you to record whatever is important to you.

Yes, it’s really a journal with a different name. But it might work because the daily notes feature is built into the app. I don’t have to stop what I’m doing to go write in my journal, I can simply add some thoughts or notes on my daily notes page when they occur to me throughout the day.

In that sense, the daily notes page work like an inbox—a place to deposit ideas and notes to be sorted, filed and worked on later.

A daily notes page also works like an “outbox”.

At the end of the day, you can record notes on what you did, what you thought, and what you plan to do later. Because it’s built into the app, it’s easy to drag or copy/paste notes written elsewhere onto the page.

What can you record in your daily notes? Anything you want:

  • What you did today, what you learned today, what you want to remember
  • Goals, plans, ideas
  • Quotes from books you read, a list of books you want to read
  • Websites and apps you want to check out
  • Questions you have about something you’re working on
  • Habits you want to track
  • New clients, new prospects, new marketing campaigns
  • Earnings, expenses, debts you need to pay, money you need to collect
  • Ideas for new projects, notes about improving your workflow, your attitude, your skills, or your well-being

Anything you did or want to do, anything you want to remember, in as little or as much detail as you want.

Some days, you’ll write hundred of words. Other days, you might write a single sentence, or nothing at all.

This morning, I wrote a few questions about the notes app I’m trying, and a few thoughts about the concept of daily notes.

At the end of the day, you can add comments and additional thoughts, and tags or labels or links to related notes. You will no doubt want to move some of those notes to other folders or pages or other apps.

Daily notes allow you to memorialize your journey and build a repository of information you can go back to help you manage your work or personal life.

Daily notes also help you hold yourself accountable to doing what you said you would do, and what you need to do to achieve your goals.

When I look at what I did and didn’t do last week, I see what I’m doing right and what I need to improve.

Yeah, I’m not sure I like that part.

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Filed Under: Law office management, Personal development, Productivity, success

How to say no without coming off as a jerk

March 3, 2021 by
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Your inboxes and ears are filled with requests from clients, friends, family, co-workers, subscribers, people in your social network, and others who want something from you but can’t or won’t hire you.

How do you say no without feeling guilty or appearing to be a jerk?

First, make sure you’re clear about your areas of responsibility, so you can focus on what and who are important. If building stronger relationships with your clients is important to you, giving a client 30 or 60 minutes of your time without charge might be a very good use of your time.

Second, do what you can to manage the expectations of the people in your life. Your new client kit or welcome letter should spell out things like how you bill, when you will respond to calls or emails, and what to do in case of emergency (and what constitutes one).

Make sure your website has answers to FAQs and tell visitors you can’t respond to every comment or request.

If you have partners or work on projects with other people, clarify who handles what, deadlines, and other agreed standards.

Third, understand that you don’t have to respond to every request. You can (and should) ignore spam, and just because someone asks you a question doesn’t mean you have to answer it.

If you feel the need to respond, do it in a way that validates the other person but makes it clear that you can’t drop everything to give them what they want. Respond with one or two sentences, to let them know you’re not ignoring them, but don’t lead them to believe there’s more to come.

Fourth, tell them “not now” instead of no. Tell them you need more information or time to think about what they’re asking, or you’re not sure when you’ll be able to do it because of your other commitments. They may find other ways to get what they need, or realize they no longer need it.

Finally, when you turn someone down, do what you can to direct them to another person or resource that might help. Refer them to another lawyer, give them a website or two, or a book you recommend.

The key is to make people feel that while you can’t help them, you heard them and support them and invite them to contact you again.

How to get your website to bring in more business

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Filed Under: Client relations, Law office management, Relationship marketing

The (second) best way to get a reply to your letter

February 25, 2021 by
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It’s frustrating to send a letter or email to someone who doesn’t reply.

Did they get my email? Did they read it? Maybe I said something wrong. Maybe I’m not important to them. Maybe they’re out sick.

I’ve got a situation like that right now. I need to know if my accountant got my email and it’s been over a week.

I wrote again, but in the past, my emails have gone to his spam folder and he has a bad habit of not checking.

It’s about a tax matter and I really need to know, so today, instead of gnashing my teeth, I’m going to do the unthinkable. I’m going to call.

Talk to him or his staff, tell them what’s up.

Yeah, I’m going old school. Simple, isn’t it? Problem solved.

Unless I get his voicemail and he doesn’t check that.

I know a lawyer who is having a similar problem with an adjuster. He’s emailed, called and left messages, but the adjuster hasn’t contacted him and the Statute is coming up.

In that case, I’d recommend the number one way to get a response: file and serve.

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Filed Under: Communication, Law office management

If I put someone on hold, I’ll get back to them in 30 seconds or less

January 19, 2021 by
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Have you ever used a service like IFTTT.COM (“If this, then this”) to automate digital functions? For example, “If I tag an Evernote note with #dropbox, save a copy of that note to Dropbox”.

Anyway, some of the “recipes” are quite handy. If you’re not familiar with the site, check it out.

Also consider how you can do something similar with non-digital processes. A series of “If/Then” formulas for you or your office procedures manual.

Examples regarding the phone:

  • “If I answer the phone, I’ll say ‘Good Morning/Afternoon, Law Offices'”
  • “If the phone rings, I’ll answer it in 3 rings or less”.
  • “If I need to put someone on hold, I’ll ask them if it’s okay first”
  • “If I put someone on hold, I’ll get back to them in 30 seconds or less”.
  • “If a prospective client calls, I’ll ask them where they heard about me (us)”.
  • “If I take a message/need to call someone back, I’ll give them a day/time window and ask if that’s okay for them”

These statements serve as agreements with ourselves that when certain conditions are met, we will do certain things, or do them in a certain pre-determined way.

By thinking these through and writing them down, we train ourselves (and our staff) to provide a consistent level of “customer service”.

We can also use “If/then” statements to improve our productivity.

For example, “If I’m recording a video, I’ll review my “video checklist” before I begin.”

We can use “If/then” agreements for any area of life:

  • “If it’s a weekday, I’ll exercise for at least 20 minutes”
  • “If I’m going to the ABC market, I’ll fill up my gas tank at Chevron on the way”
  • “If it’s raining, I’ll ask delivery services to ring the doorbell when they arrive [so they don’t leave the package to get wet”

Simple, but effective, albeit a bit Adrian Monk-ish.

Try them. You’ll thank me later.

One more: “If I liked this post, I’ll share it with a lawyer friend”

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Filed Under: Client relations, Law office management, Productivity

Why will this year be different?

January 4, 2021 by
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When you’re making plans for the coming year, the first you should do is review the previous year.

Take 30 minutes and think about what happened last year and what you can do to make this year better.

Tim Ferriss does an annual review by going through his calendar, week by week, and noting everything that was positive and everything that was negative. He uses this information to create a list of what to do more of in the new year, and a list of what NOT to do.

Another method is to go through your calendar, your project and tasks lists, your journal, and anything else you use to manage or document your life, and ask yourself 3 questions:

  1. What worked? What did you do that resulted in progress towards your goals? Which strategies were effective? What did you do well? What are you happy about?
  2. What didn’t work (and why)? What didn’t go well for you? What strategies didn’t bring good results? What disappointed you? And why?
  3. What can you do differently? What did you learn about your situation or yourself that can help you this year? Where can you improve? What do you need to stop doing? What new or better skills can help you?

If you need more prompts, here are some additional questions to ask yourself:

  • What did I discover about myself–my strengths, my challenges, my beliefs, my methods?
  • What did I discover that will help me this year: websites, podcasts, ideas, books, channels, people, methods?
  • What new habits helped me improve? What new habits can benefit me this year? What habits do I want to eliminate?
  • What did I appreciate about last year? (Experiences, opportunities, relationships, etc.) What made me happy? What was I proud of?
  • What kept me up at night? What have I/will I change this year?
  • What goals did I fail to achieve? What will I do differently this year?
  • What will I focus on this year? What are my “activity” goals? What are my “results” goals?
  • What else can I do to make this year better than last year?

To make this a better year, let go of the things you can’t change, your regrets, negative thoughts, and find a few positive things to focus on this year.

You might ask yourself the “focusing question” posed by the authors of The One Thing–“What is the ONE thing I can do such that by doing it, everything else will be easier or unnecessary?”

If that “one thing” is “improve my marketing,” let me know what I can do to help.

The Attorney Marketing Formula is a good place to start

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Filed Under: Increase your income, Law office management, Marketing legal services, success

The most important marketing metric?

December 10, 2020 by
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How do you know your marketing is working? You look at your numbers.

The amount of traffic to your site, the number of new subscribers, the number of leads and conversions, tell you a lot about what you’re doing right.

If you advertise, you track keywords and publications, ad copy, headlines, and offers, so you can do more of what’s working and less of what isn’t.

You record the number of new clients you get each month, and where they came from. You track your revenue, and which types of work and which types of clients are producing it.

But there’s one number that is arguably more important than any other: the number of clients who hire you again.

It’s a number many professionals take for granted. They assume that if their client needs them again, for the same or other types of work, they’ll call on them.

But that’s not always true.

There are many reasons why clients don’t return. And when they don’t, you need to find out why.

Some things you can fix. Some you can’t. But you can’t do anything if you don’t know who needs you but doesn’t return, and why.

That’s why you stay in touch with your clients after the initial engagement. That’s why you talk to them, survey them, and build relationships with them.

You want to know what’s going on their life or business and see what you can do to help them, and remind them that you’re just a call away.

Ultimately, if a client needs your help and doesn’t return, there is only one acceptable reason: they can no longer afford you. But you need to know that, too, so you can refer them to an attorney in their price range.

If the work you do typically doesn’t have much return business, e.g., consumer bankruptcy work, your key metric should be referrals.

If a client can refer other clients to you, but doesn’t, you need to find out why so you can do something about it.

The Quantum Leap Marketing System for Attorneys

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Filed Under: Law office management, Marketing legal services

Thank you (and a challenge)

November 25, 2020 by
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Thank you for being a loyal reader of my blog and newsletter and for everything else you do.

Thank for your comments and questions. They help make me better at what I do.

Thank you for your reviews and testimonials. They show other lawyers that “this stuff really works” and encourage them to take a chance on me.

Thank you for sharing my content with colleagues. It helps me build my list and my business.

Thank you for buying my books and courses and hiring me to coach or consult you. Your support helps me continue to do what I do.

So, thank you. I appreciate you and want you to know that.

As we celebrate Thanksgiving, I’m sure you’re telling your clients and others that you appreciate them. Most people don’t say thank you, and when you do, don’t for a minute think it goes unnoticed.

Which leads to my challenge:

Send a “thank you” email to someone every day.

Send a thank you to a new client. You probably already did that; do it again.

Send a thank you to a fellow professional for sending you an article or for sharing your article with their clients.

Send a thank you to a prospective client for considering you as their attorney.

Send a thank you to someone who referred someone to you, even if they didn’t hire you.

Send an email to opposing counsel, thanking them for making your job a little less miserable.

Send a thank you to a personal friend, for being your friend.

Put “thank you” on your daily calendar, to remind yourself to thank someone for something. Train yourself to look for reasons to tell someone you appreciate them.

What will happen when you do?

You’ll make someone feel good about what they’ve done, and about themselves, making it more likely they’ll do it again.

You’ll feel good about yourself for remembering to shine a light on someone’s good deed or ongoing support.

You’ll stand out in a world where most people don’t say thank you, or don’t say it enough.

Imagine waking up, opening your email and waiting inside was a message from someone telling you how much they appreciate you. Imagine what you’ll think about that person.

Make a daily “thank you” email your new habit. You may be surprised by how much it improves your career and your relationships.

Happy Thanksgiving!

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Filed Under: Client loyalty, Client relations, Law office management, Marketing legal services

Client relations starts before the client hires you

November 23, 2020 by
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Everyone touts the importance of excellent client relations, aka “customer service”. And rightly so. 

Making our clients feel appreciated, minding our manners, giving clients more value than they expect, being fair and honest in our fees and billing, keeping clients informed–this is how we build trust, get good reviews, and generate repeat business and referrals. 

We build our reputation and a loyal client following by the way we treat our clients, at least as much as by the outcomes we deliver. And we generally do a good job of it.

But we can do better. 

Because it’s not just how you treat a client after they come to see you, it’s the entirety of the client experience, which begins before you ever speak with them. 

When someone refers a prospective client to you, what do they tell them about you? 

When a prospective client watches your video, reads your article or blog post, or hears you speak, what does your content and delivery tell them about your abilities and experience?

When they visit your website, what do they learn about your services, your experience, and what it will be like to have you as their attorney?

When someone subscribes to your list, what do you send them, tell them, and offer them, and what does that say to them about you?

And when someone contacts you, to ask a question or schedule an appointment, what are they asked, what are they told, and how do you make them feel?

Because your success depends on how you make people feel–about their case or issue and about you.

A successful legal career isn’t a series of transactions so much as a journey, and how many people you can bring with you. 

And that journey begins well before the client’s first appointment, and continues long after their last one.

The Quantum Leap Marketing System for Lawyers

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Filed Under: Client loyalty, Client relations, Communication, Law office management

Managing your marketing assets

November 2, 2020 by
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What you focus on grows (and improves). So it makes sense to pay attention to the tools and resources that help you build and manage your practice.

Make a list of your marketing assets. Start with your clients. Yes, all of them, past and present.

Each client can bring you repeat business and referrals. They can promote your content and events, send traffic to your website, provide testimonials and reviews, introduce you to other professionals they work with, give you ideas for blog posts, support the businesses and causes of your other clients and contacts, and the list goes on.

If they’re not on a list, it’s too easy to forget them.

Next on your list: anyone who has ever provided you with referrals and/or anyone who is influential in your target market and, therefore, could send you referrals.

Your employees are an asset. They can help (or hurt) you in keeping clients and others happy. Add them to the list.

You know a lot of other people who should also be on your list–prospective clients, potential referral sources, people who provide services to you (copywriters, consultants, artists, other experts), bloggers, editors, centers of influence in your niche market, colleagues and friends who inspire or encourage you, etc.

They should be on your list, too.

Your marketing assets also include:

  • Your website(s)
  • Your email subscriber list
  • Your social media profiles
  • Your marketing documents and other collateral (reports, ads, sales copy, emails, templates, keywords, etc.)
  • Ideas for posts, articles, promotions
  • Notes about your niche market and the key people in it
  • Stories, jokes, examples for presentations, etc.
  • Blogs and authors you follow

And we could go on.

They all have value to you. Add them to your list so you don’t forget them.

Once you have a list, pay attention to it. Schedule days to review your list and associated notes so you can nurture your relationships, update and improve your content, and get ideas for what to do next.

Quantum Leap Marketing System for Lawyers

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Filed Under: Law office management, Marketing legal services

On-boarding new clients

October 12, 2020 by
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Remember your first day of school? You were scared, you didn’t know anybody, and you didn’t know what was going to happen or what was expected of you.

You may have wanted to go home.

To some extent, your new clients feel the same way. They’re nervous about their case, they don’t know you, and they don’t know what’s going to happen.

Part of your job is to alleviate their fears and doubts and make them feel good about their decision to hire you.

You want them to understand what’s about to happen, what to expect from you, and what you expect from them. You want to equip them to work with you, to help you achieve a good outcome for them.

And you want to set the stage for repeat business and referrals.

You need an on-boarding checklist that spells out what you will do, and when, with links to forms, emails, and lists of things you need to do or tell the new client.

Things like:

  • Introduce yourself, your staff, and your partners
  • Learn about their family, their employees, their other advisers
  • Inquire about other possible legal issues
  • Provide information about their case–the law, the procedure, the timetable, and the process you follow
  • Answer their FAQs
  • Orient them to the tools and processes you use to communicate with your clients (and ask them which apps or methods they prefer)
  • Give them a “tour” of your office and/or a virtual tour of your website and the resources available to them
  • Educate them about “what else” you do, ie., other services, practice areas
  • Provide reports, referral cards, etc., they can hand out
  • Provide exemplars of positive reviews you’ve received and links to sites where they can leave one if they’re happy with your work
  • Give them homework, to get them involved in the process
  • Send a thank you note, a welcome gift, and add their birthday to your card list

Your checklist should encompass what you will say and do at their first appointment and thereafter.

Your clients are your most valuable asset. A checklist can ensure you continue to invest in them.

How to create “referral devices” that bring in new business

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Filed Under: Client loyalty, Client relations, Law office management, Marketing legal services Tagged With:
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