Law office management

Lawyers: your messy desk is costing you business

October 2, 2013 by David M. Ward

I’ve written before about how to clean up a messy desk and how doing so can make you more productive. But there’s another reason why a messy desk is bad for business: It gives your clients (and others in your office) a negative impression.

A messy desk implies that

You have an equally messy (confused) mind
You are inefficient and waste time
You are disorganized and may forget things
You take longer to do things, costing your clients money
You don’t pay attention to detail
You have too many other clients and don’t have time for new ones
You are sloppy in other areas (i.e., billing, deadlines, negotiating, drafting, research, personal hygiene, etc.)

Most of all, a messy desk tells people you don’t care.

Yes, you want clients to know you are busy. Busy means you are in demand, that other people value your expertise and want to give you money to help them. But you can be busy and organized. You can be busy and care about making a good impression.

If you have a messy desk, some clients won’t hire you again. You make them nervous. Neither will they refer their friends.

Clients want to know that you know what you’re doing, that you do it efficiently, and most of all, that you care about them. Why give them cause to think anything else?

Marketing is everything we do to get and keep good clients. Everything. Here’s the formula

Filed Under: Client relations, Image, Increase your income, Law office management, Productivity, Referrals Tagged With: cluttered desk, first impressions, messy desk versus clean desk

Creating an operations manual for your law practice

October 1, 2013 by David M. Ward

Early in my career I rented space from an attorney who had a very lucrative high volume personal injury practice.

He had half a dozen employees, including one attorney, and everything ran very smoothly. The office was busy but quiet. Everything was orderly. They never seemed to miss deadlines or suffer a major crisis.

One reason why the office was so successful was that the attorney had prepared an operations manual. Every aspect of the practice was documented. Every employee knew what they were supposed to do.

He created the manual, I was told, so that if someone quit or went on maternity leave or got sick, the new hire or temp would be able to quickly get up to speed.

The manual explained how to open a new file, how to close a file, and everything in between. There were forms and checklists for every stage of the case, and fill-in-the-blank form letters, too. The calendaring procedure was spelled out in detail.

As a result, nothing fell through the cracks. The cases got worked and settled or tried. Things moved quickly. Mistakes were rare.

I never saw the actual manual but hearing about it inspired me to create my own. I started by making extra copies of every letter I wrote and putting them in a separate file. I created checklists for repetitive tasks. I asked other attorneys I knew for copies of their forms and form letters and re-wrote them to suit my style and work flow.

I was also able to build a sizable practice with a relatively small staff, in part, because of my manual.

One of the benefits of going through this process is that it forces you to think about everything you do, allowing you to find ways to do them better. You find holes in your procedures, places where mistakes can happen, and you can patch them. You find wasteful tasks and can eliminate them. You see opportunities for doing things faster.

You also find ways to improve client relations. For example, you may discover gaps in communicating progress to clients about their case, or find ways to make their experience less stressful. Repeat business and referrals will increase because you always send welcome letters and thank you letters and remember clients’ birthdays.

The bottom line is that creating an operations manual for your law practice will save time, save money, help you avoid errors (and malpractice claims), and make your practice run more smoothly and more profitably.

If you don’t have an operations manual for your practice, I encourage you to start one. If you have staff, enlist their aid. If you do have a manual, make a note to review it periodically, so you can update it with changes in the law, new forms, and new ideas.

You’ll thank me later.

For more on creating an operations manual, see The Attorney Marketing Formula

Filed Under: Career satisfaction, Client loyalty, Client relations, Communication, Increase your income, Law office management, Marketing legal services, Productivity Tagged With: avoiding malpractice, client satisfaction, creating an operations manual, law practice management, managing your law firm, training new employees

Increase Productivity with a Don’t Do List

September 23, 2013 by David M. Ward

Most people say they don’t like meetings. They’re boring. Nothing gets accomplished. The same information could have been delivered by memo.

The leaders say, “We’ve got to make our meetings better.” They read books and attend seminars. They hire consultants. They buy better equipment.

The meetings improve. They pat themselves on the back. Success.

Or not.

Instead of trying to improve their meetings, maybe they should have eliminated them.

One of my favorite Peter Drucker quotes is, “Nothing is less productive than to make more efficient what should not be done at all.”

Go through your calendar. What meetings or conference calls could you safely eliminate?

Go through your tasks and project lists. What are you planning to do that should not be done at all?

Observe your daily work flow. Which steps could be eliminated? Which parts could be delegated?

Efficiency means doing things better. Effectiveness means doing the right things. It matters not how well you do things if they should not be done at all.

So try this: for the next seven days, compile a “don’t do” list. Write down everything you do that isn’t necessary or doesn’t contribute to your most important goals.

Take stock of whatever is left, whatever should be done. Look for ways to do them quicker, better, or more efficiently.

Make sure your partners and employees do the same. At your next office meeting…wait, never mind. Just send a memo.

Earn more and work less. Click here.

Filed Under: Law office management, Personal development, Productivity, Time Management Tagged With: effectiveness, efficiency, getting things done, getting-the-right-things-done, peter drucker

How much do lawyers earn?

September 18, 2013 by David M. Ward

How much do lawyers earn? A lot, apparently. According to a recent study, law firm net profit margins were among the highest in the world of commerce, at nearly 20 percent. In contrast, the average net profit margin for private companies is around 7 percent.

But so what? Does knowing this help you in any way?

Unless you are an economist (or the mother of a lawyer) there’s no point in comparing the legal “industry” with any other. You are not the industry.

In the same way, there’s little point in comparing your profit and loss statement with that of any other lawyer. True, you may learn that you are spending too much on rent or employees or advertising, relative to your gross revenue, and maybe you could make some adjustments. But what really counts isn’t how much you spend running your practice, it’s how much you take home.

If your net margins are “only” five percent but you take home millions, who cares that you spent a fortune on advertising or payroll?

On the other hand, if your net income is one-third of revenue, much higher than the average, but your gross is only $150,000, you don’t have much to brag about.

I’m not suggesting that you pay no attention to the cost of overhead. In fact, I’m a big believer in keeping fixed costs as low as possible. But, your number one priority isn’t low overhead, it’s net profit.

How much did you take in? How much did you spend? How much was left?

Don’t forget to subtract the value of your services before you calculate your net. If it would cost $150,000 to hire an attorney to do what you do and your net income is $150,000, your net profit is zero.

A cynic would say, “you don’t own a practice, you own a job”.

Yeah, but I’ll bet you’re the best boss you’ve ever had.

Get more clients and increase your income. Get this.

Filed Under: Attorneys fees, Increase your income, Law office management, Legal industry Tagged With: attorney earnings, law firm profits, lawyer earnings, legal industry profits

What are you NOT telling your clients?

September 12, 2013 by David M. Ward

There are no little things in marketing or client relations. Everything is important.

I just spoke to someone who went to his dentist expecting to pay $80 for a cleaning but when he went to pay the bill, he had to fork over $128. It seems that when he called to inquire about the cost of the cleaning (he’s on a budget and wanted to make sure he had enough in his account), he was told it would be $80. He was NOT told that there would be an additional charge for the exam.

It is a lot of money (to him). It is a big deal (to him). When he called to ask “how much,” the dentist should have made sure he was told what the total charge would be.

A professional (or any business) cannot be sloppy about details, especially when it comes to money. People notice. Any trust they had for you before will be in jeopardy.

“What else aren’t they telling me?”

Never assume your clients know anything. If you’ve told them the fees and costs, tell them again. If there might be extras, make sure they know and get their okay before you go ahead.

I’m not suggesting you get all paranoid and lawyer-like, (wait, that’s redundant) and get their initials on everything, in triplicate. Just be aware. And sensitive.

Your client is your mother, and trust me, you don’t want to mess with Mom.

Marketing is everything we do to get and keep good clients. Everything.Â

Filed Under: Client loyalty, Client relations, Communication, Fees and Billing, Law office management, Marketing legal services

If your five year old was managing your law practice

September 6, 2013 by David M. Ward

It’s been a long time since I had a five year old in house but not so long that I can’t remember what kids are like. Hey, I can even remember what I was like.

So, what if kids ran the world? More to the point, what if your five year old was managing your law practice? What changes might they make? What would they tell you to do?

1. Have fun. Find ways to put some fun into what you do. Because if you don’t, you’ll burn out. Or get sick. Or ruin your marriage.

That might mean you need to delegate more tasks. Eliminate others. And loosen up. Find some light in the darkness. Find something to smile about and laugh about every day. Put some play into your day. Because if your practice isn’t fun, at least some of the time, you probably need to do something else.

2. Learn stuff. Kids love to learn. It’s keeps them young. If you’ve stopped learning, you need to rekindle your innate thirst for knowledge and learn something. Legal stuff doesn’t count.

Read and listen to things outside your normal areas of interest. You can use those nuggets in your blog posts, articles, speeches, and conversations.

Schedule weekly learning time and study marketing, writing, speaking, leadership, management, and productivity. Read history. Read profiles about business leaders and creative people. Go to museums and art galleries.

3. Tell me a story. Kids love to read stories and have you read them stories. You do, too. You just forgot. So, read some fiction now and then. All facts make Jack a dull boy.

And tell stories to your clients and prospects. Stories are the best way to show people what you do and how you can help them. They are interesting because they have people in them and because something happens to them. Put stories about clients and cases in your marketing materials.

Visuals can tell stories, too. Put photos on your website. Use charts and diagrams to deliver information (but only if they are simple and interesting).

Oh yeah, make sure you have some coloring books and crayons in the office so your client’s kids have something to do.

4. Could I have a dollar? Kids like to have their own money to spend so we pay them for chores or give them an allowance. If they ran your practice, they wouldn’t understand it if you did work but didn’t get paid. Get rid of clients who don’t pay. Ask people who owe you money to pay you (but don’t cry or throw your toys if they don’t).

5. Nap time. Stop running all day. Take breaks. Get some rest. Have a snack. And make sure you get a good night’s sleep because tomorrow is going to be a busy day.

If your five year old were managing your law practice, your law practice would be pretty cool place.

Filed Under: Career satisfaction, Dealing with stress, Increase your income, Law office management, Personal development Tagged With: Law office management, law practice management, managing your law firm

What does “hard work” mean to you?

August 12, 2013 by David M. Ward

One day early in my career I was looking for new office space. I found myself looking at a nice space in Beverly Hills that had been recently leased by some young turks (small “t”). They had taken a bit more space than they needed and were looking for a sub-tenant to take over one of the offices.

As he was taking me on a tour, the turk explained to me how he and his partners conducted business. He said, “we work hard and we play hard”. Even though I was going to be a tenant, not a partner or employee, I got the feeling he wanted to see if I was a good fit.

He didn’t elaborate but something told me I wasn’t a good fit. I don’t know what “playing hard” meant to them but I’m pretty sure it didn’t mean they played a lot of chess. Don’t laugh. I like playing chess. A lot.

Anyway, this morning, when I was in the rain room, I recalled this exchange and thought I would ask what you think about this whole work vs. play business.

Here’s my take on it.

To me, work means doing things you don’t want to do. Play means the opposite. My entire method of operation is to try to do as much of what I want to do and as little of everything else.

In other words, my ideal would be no work and all play.

That doesn’t mean goofing off. It doesn’t mean the absence of accomplishment.

It means eliminating or doing less of the things I don’t like or am not good at. I do that by delegating those tasks to someone else or finding creative ways to run my business and personal affairs so as to avoid or minimize them.

We weren’t put here to endure, we were put here to enjoy. There is no virtue in hard work for hard work’s sake.

Anyway, what do you think? How do you define work and play? And do you work hard and play hard or, like me, do your best to enjoy the journey? Let me know in the comments.

By the way, when I called back the next day to ask if I could take another look at the office, the turk told me they had rented it. I was pretty sure that was not true. I think they discriminated against me because I wasn’t cool. I don’t know what gave me away. It couldn’t have been my fez because fezzes are cool.

Filed Under: Law office management, Personal development, Productivity, success Tagged With: hard work, work hard and play hard, working hard

Long blog posts, articles, and emails, or short?

August 7, 2013 by David M. Ward

How long should an article or blog post be? Right, long enough to say what you have to say. If you can communicate your information or message in three well written paragraphs, great. That’s what it should be. If you need 2500 words to get the job done, that’s what you should do.

But there are other considerations.

It is well known that long blog posts (articles), I’m talking 2000 words, or more, tend to get more search engine traffic and incoming links. Longer posts tend to be perceived as authoritative and rank well with search engines and human beings (social media sharing).

On the other hand, the objective isn’t just traffic. It’s clients and sign-ups for your email list. To accomplish that, visitors have to read your content and see how smart you are and what you have to offer. If your content is long, they may save it “for later”. I don’t know about you but I’ve got gigabytes of saved articles (and pdfs) that I’ll probably never get around to reading.

Also, if you write to your email list frequently, as I suggest you do, you may overwhelm them with too much content. They either won’t read it or they will unsubscribe from your list.

How frequently you post or write, and how long individual posts should be, does depend on context. Are you writing for consumers or business people? If you’re writing to professionals and providing valuable and relevant content, they will probably make the effort to stay with you. Consumers may not, but if are writing about the very problem that currently plagues them they’ll read every word.

So, the answer to the question of “long or short” is a very lawyer-like, “it depends”. The best course is to have a mix of both.

Write longer, authoritative articles and posts for search engine traffic and to address issues prospective clients want to know about. Write shorter posts to engage your readers and allow you to contact them more frequently.

One thing you can do with longer material is to break it up into segments. Three 700 word posts instead of one with 2000 words. In addition to giving readers the impression that there’s not “too much to read so I’ll save it for later,” it gives search engines three opportunities to find you. (Make sure each of the three parts is optimized for different keywords).

So, this post is around 400 words. Not too hot, not too cold, but just right.

Learn more about internet marketing for attorneys. Click here.

Filed Under: Blogging, Communication, Email, Law office management, Marketing legal services, Newsletters, Online Marketing, Web traffic, Writing Tagged With: Internet marketing for attorneys, long blog posts

How to write a thank you note

August 6, 2013 by David M. Ward

A long time ago in a galaxy far, far away, people used to use a pen to write thank you notes. When someone did something nice for you, or even when you just wanted to acknowledge that you enjoyed meeting them, a hand written note was de rigueur.

Today, not so much. Email is the new standard. Therefore, if you really want to make an impression on someone, take a few extra minutes to write a note, on a note card, and put it in the mail.

What do you say? I found a great article about how to write a thank you note. The author, who sent a gift (books) after his conversation with a subject matter expert who generously gave of her time and information, made sure to include in his note specific details about the conversation and about the expert.

He used a G.R.E.A.T. format:

G stands for Grateful: Express appreciation for the other person’s time or graciousness or other contribution.

R stands for Reference: Tell them what you got out of your conversation –what you learned or what you will remember.

E stands for Explain: He told her he was sending her a book related to the problem their conversation helped him solve.

A stands for Action: If you talked about working together or the next time you might meet, mention this “next step,” but don’t focus on it.

T stands for Thanks: End your note with “thanks again” or something similar, followed by your signature.

You can see the actual note the author sent, using the above points, in the article.

Your thank you notes don’t have to include all of these points, nor are you obligated to send a gift. But when someone does something especially nice for you, such as providing a referral or taking extra time to provide advice, you should do everything you can to acknowledge their help.

Think about the last time you received a heartfelt thank you note. It felt good, didn’t it? Like you made a difference in someone’s life? You make others feel that way when you send them something similar.

Sending a thank you note is not just an act of courtesy, it’s good for business. It makes people remember you and want to see you again or help you again because they know you appreciate them and what they have done.

Thank you for reading this post and sharing it with others.

MarketingÂ is simple. Say please and thank you and in between, try not to mess things up.

Filed Under: Client loyalty, Client relations, Communication, Law office management, Marketing legal services, Thank you letters, Writing Tagged With: how to write a thank you letter, how to write a thank you note

Business cards and attorney websites

August 5, 2013 by David M. Ward

Awhile back I wrote a report about business cards–what should go on them, how to use them, that sort of thing. A few attorneys who read the report asked me whether they should put their photo on their business card as they had seen real estate agents and others do. They wanted people to remember their face after a networking event, for example, but thought that kind of card might be unprofessional, especially in court.

I pointed out that they could have more than one card. They could have a plain, traditional card to give to lawyers and judges, and a card with their photo, a slogan, a list of practice areas, and anything else they might want, to give to others.

They could have several cards, in fact, each one tailored for a specific target market. If they ride a motorcycle, for example, and want to target bikers for their personal injury practice, they could have a card that shows them riding.

What’s true of business cards is also true for attorney websites.

You don’t have to limit yourself to one website.

Your could have a main website (or page on your firm’s website) that is plain and professional, to show lawyers and judges, and other websites for other purposes. You can have websites with content optimized for different keywords. You can have websites for different practice areas or different niche markets. You can have a personal blog, where you write about your personal life, causes, and hobbies.

You can have more than one business card, more than one brochure, more than one youtube channel, and more than one website.

The most effective marketing is targeted marketing. The more focused and specific you are, the more your message will resonate with a specific market.

If you want to learn more about attorney websites and Internet marketing, get this.

Filed Under: Business cards, Image, Law office management, Marketing legal services, Online Marketing