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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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Two clarifying questions from David Allen

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I spoke to a lawyer yesterday who told me he wants to continue building his practice (which is doing well) and find something he can do on the side that might one day lead to bigger and better things.

He has an itch and wanted me to help him scratch it.

Most of our time was spent talking about ways to find ideas. For now, that’s what he’s going to focus on.

At some point, after he does a lot of exploring and researching and thinking, if and when he finds an idea he wants to pursue, he’ll need to decide what to do about it.

When that time comes, I’d tell him to do what David Allen suggests in Getting Things Done:

“Ask yourself two questions: What’s the successful outcome? And, What’s the next action (logical next step) to make it happen?” Allen says, “These provide fundamental clarity for Getting Things Done, and they lie at the core of most everything I teach.”

These questions are equally valuable for parsing a task or project list as they are for choosing your future.

Whether you’re starting a new chapter in your legal career, a new work project, or a new business, ask yourself what “done” looks like for you.

As Stephen Covey said, “start with the end in mind”.

In my work, especially when I’m struggling to start a project, or complete it, asking myself, “What’s the next action?” has been a game changer.

I ask that question and it helps me figure out the best (or easiest) place to start. I come back and ask that question again and again, and it helps me figure out what to do “next”.

Go ahead, think about something you need to do that you’ve been avoiding. Look at the list of all of the tasks you need to do and ask yourself, “What’s the next action?”

Start there.

How I use GTD in Evernote

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Inbox 20

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The average office worker spends 2.5 hours a day reading and responding to an average of 200 new emails each day. 

That’s on top of thousands more that fill their inbox. 

An out-of-control inbox can lead to missed deadlines, poor productivity, and a stressful day.

Many people seem to handle the chaos. Many more recognize the need to do something about it. Thus the concept of “Inbox zero,” the goal of emptying one’s inbox every day. 

For years, I lived with an inbox filled with tens of thousands of emails, many of which were unread. One day, I decided to go for “zero”. 

You can do the same, in just two steps:

Step one: identify the previous 30 days of emails, scan through them, reply to those that need a response, and flag or star anything else that needs you to do something. 

Step two: archive everything else. 

Anything older than 30 days can safely be put to bed. Archive it or use the snooze function, or forward it to your note app or task management app.

All the emails you archive will still be available to you. If you need something, you can find it via search. 

And, if someone replies to your email, it will show up again in your inbox. 

Soon, you will be looking at a pristine inbox. Enjoy the feeling. It won’t last long.

But here’s the thing. 

Inbox zero is the goal, but for many of us, “Inbox 20” is usually good enough. An inbox with 20 emails in it at one time won’t crush you. You can probably get through them by the end of the day.

20 is the new zero.

I forward project-related emails to Evernote

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When is this thing really due?

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Are your calendar and task manager filled with due dates and deadlines you regularly fail to meet? I’m not talking about statutory or contractual deadlines; I’m sure you have these under control.

Because you have to.

Bad things happen when you miss “hard” deadlines.

I’m talking about “soft” deadlines, dates you assign to your tasks and projects that you would like to meet but often don’t.

There are ways to turn a soft deadline into a hard one, making it much more likely that you’ll meet it. Tell a client when you’ll have something ready for them, for example, and they (and your fear of losing the client) will usually hold you accountable to getting it done as promised.

But there’s something else you can do to prevent yourself from missing soft deadlines.

Stop setting them.

Many “experts” advise scheduling due dates for everything. The problem is, most people aren’t very good at estimating how long things will take, or what they will be working on weeks or months in advance, and wind up missing many of their due dates.

When you routinely miss soft deadlines without penalty, your brain learns that it is okay to miss due dates, and eventually ignores them.

It’s dispiriting to continually move tasks from one (missed) due date to another. It makes you feel like your tasks are in charge of you instead of the other way around.

A better system is to reserve “due” dates for hard dates only (meetings, filing deadlines, appointments, and things you’ve promised to get done). For everything else, use a “do” date or “start” date.

“Do” dates and “start” dates are aspirational. You plan to do something or start something on a certain date, but there are no negative consequences if you don’t. They’re not deadlines, they’re reminders.

For long-term projects, or projects you’re not sure you’re ready to start, you can also schedule periodic reminders or “review” dates.

Or you can do what I do.

I only record hard deadlines.

Everything else I need to do, or want to do, I keep on lists, and schedule hard deadlines to review those lists.

Once I week, I go through my lists and decide what I want (or need) to work on that week (or soon). I move these to another list.

I go through that list every day (or the night before) and decide what to work on that day.

I may not know what I’ll be working on next week or next month, but I get things done and never worry about missing a deadline.

If you use Evernote for your lists, check out my Evernote for Lawyers ebook

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

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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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Who’s on your ‘top 30’ list?

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Some clients are better than others. They give you more business, send more referrals, and otherwise contribute more than other clients to your bottom line and your success.

The same goes for professional contacts. Some send more referrals, promote your offers, and help you build your list of contacts and subscribers.

I encourage you to go through your list(s) and write down the names of your best clients and professional contacts.

Then, cut this down to 30 names. Your top 30.

Call it ‘My Top 30’ list or ‘My inner circle’. And keep that list in front of you.

These are the people in your professional life with whom you should connect most often and most deeply. Call them, write to them, talk to them, spend time with them, because they contribute the most to your success.

And what we focus on, grows.

Your ‘top 30’ should get more access to you, extra favors from you, more of your time and attention.

Do something special for them. Schedule “call-in days” where they can ask you anything. Give them extra content and/or early access to content. Give them special offers, introduce them to your other contacts, and otherwise make them feel valued and appreciated.

Because, I’m sure, they are.

What if someone “drops out”? They close their business, retire, stop hiring you or sending you referrals? Put them on another list and give their “spot” to someone else.

Your “inner circle” should max out at 30 people because, if you’re doing it right, that’s about all you’ll have time for.

Nurture your inner circle. Take care of them. Because they take care of you.

Do you use Evernote? Get my ebook, “Evernote for Lawyers”

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Is your email inbox other people’s to-do list?

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Many people use their email as a task list. Email comes in, they do what is requested or needed, and issue a reply. If the “ask” requires a simple reply, they do it, using the so-called “2-minute rule” (anything that can be done in 2 minutes or less should be done immediately).

But what if the email is informational and doesn’t need a reply? What do they do with the information so they can find it when they need it?

Where do they record what was requested or done? Where do they keep notes about the case or a list of what to do next? And what do they do with email that can’t be handled with a quick reply?

Clearly, email is not a good task manager or a good place to store notes. Use apps that are designed for those purposes.

Keeping a to-do list and notes separate from your email (and postal mail) allows you to record a transactional time-line you can review, along with your thoughts and ideas and a list of what to do next.

Keeping those functions separate also provides you with a buffer of time to consider the request or information, and your response or next action.

Keeping to-dos separate from email helps you to be proactive instead of reactive. You decide what’s best and most important to you at any given time and do that, not necessarily what was asked of you in the morning mail.

Check out my ebook: Evernote for Lawyers

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Where I keep things I’m afraid to throw away

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I just started doing something with my digital files and notes I wish I’d done a long time ago. I designated a place to put everything I don’t need now but might need or want someday.

I’ve set up folders and notebooks in my various apps and labeled them “Archives”.

My archives now hold:

  • Closed files
  • Inactive projects (not started, aborted, finished)
  • Notes/docs/audios/videos from old business ventures
  • Old tax, banking, and insurance docs
  • Backups of old blog posts
  • Other backups
  • Old docs/notes that could be mined for useful materials
  • Personal mementos
  • Articles, notes, pdfs that might be useful some day
  • Things I should probably throw out but don’t have time to read to make sure

The kind of stuff we used to put in storage or in the basement or attic. The kind of stuff we are unlikely to ever need but hang on to “just in case” (or because it’s required by law).

One blogger refers to his archives as “Things I’m afraid to throw away”.

Yeah, that stuff.

I used to keep most of this intermingled with everything else. After all, it’s just electrons, right? They don’t take up space?

But they do.

When we search or browse through current project materials, all of our old stuff is mixed in, distracting us and creating mental and visual clutter.

When you put them in archives, they don’t.

I moved more than 4000 Evernote notes into an archive “stack”. In G Drive, I’ve moved many gigabytes of documents, audios and videos into an archive folder. And I’m not done.

Everything is out of sight, but available. Which means all of my current materials are more accessible, easier to organize and use.

Now, about all those old photos. . .

Evernote for Lawyers ebook: get it here

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Clean up on aisle nine

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I’m cleaning up my filing system. Why? Because I’ve got too many digital files (and duplicates thereof), in too many folders, on too many hard drives and in too many cloud accounts.

It’s a mess and I’m in the process of cleaning it up.

The first step is to move everything into one digital pile, to eliminate duplicates and see what I’ve got.

(I still have some paper docs which I’ll scan and upload later.)

I’m using Google Drive but you can use any cloud service, a local drive, or both (i.e., to back up your backups).

My new system reflects the different roles or areas of focus in my life and consists of these top-level folders:

Personal, Business One, Business Two, and Miscellaneous. I also have an Inbox.

Each of the top level folders has sub-folders related to different areas of my work or personal life, or different steps in my workflow.

There are many ways to organize sub-folders:

  • Category
  • Date
  • People (Clients, Partners, Family, etc.)
  • Cases
  • Steps/stages
  • Type of media
  • Projects
  • Subject/topic

I’ll use different organizational structures for different areas of my life and for different projects.

As for file-naming, I plan to be specific but not too specific because it would take too much time to maintain this and because each file will enjoy the context of the folder(s) that house it, meaning I’ll have clues as to what something is by where it is filed.

When I’m done, I plan to add shortcuts to “frequently accessed files” on my desktop (Quick Access menu), and/or by adding a star in Google Drive.

And then, I’m going to re-organize my notes (in Evernote, etc.) with a similar setup.

This is a work in progress and I’m open to ideas. What does your file system look like?

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What do you do first every day?

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I read a round-up article that summed up what some young entrepreneurs do to start their day. Each has a different routine.

Some said they make a plan for the day. Some said they check their plan (and calendar) for the day.

Some read, some write. Some exercise, some check the news. Some check their email, some check their stats.

One interesting response: “I start every workday by writing three thank you notes.” Color me impressed.

I liked the one who said she follows the same checklist every day. She checks her calendar, reviews her project list, answers email, answers voicemail and texts, and clears her paper file. She says this allows her to process her inboxes and makes starting the day effortless.

One said she tackles her biggest priority first, “the one thing on my list that contributes the most to the bottom line.”

Similar to the previous response, one entrepreneur recommended the “Eat That Frog” approach: “Do whatever it is that you don’t want to do, but need to do most first thing in the morning”.

Another writer disagreed: “I’m not really a fan of the whole “Eat That Frog” concept. I start my day with three of the easiest tasks on my to-do list. This makes a little dent in my list right away, which makes me feel as though I’m on a roll. I always find that when this is the case, I burn through more tasks than I would when focusing on my biggest list items first”.

Me? I’m with the last guy. I don’t do my most important tasks first thing, I clear up a few easier tasks first, as a warm up for the day. Typically, that means checking email, calendar, and task list, to get a feel for what’s on tap for the day.

Once that’s out of the way, I sit down and do my MITs (Most Important Tasks).

But I don’t do any of that until I’ve had some coffee, do some light reading, and send articles and ideas to my Evernote inbox.

How about you? What do you do first?

Evernote for Lawyers ebook

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