In order to succeed in the current economy and to ensure sustainability, law firms must constantly review and refine the way they conduct business. Although lawyers have likely heard of agile, lean, six sigma, and other technology-driven management systems, Legal Project Management (LPM) has been tailored to the practice of law specifically. So how do law firms use LPM practices to scope, plan, and manage legal work efficiently, with a cost-effective structure for clients?
In this episode of The Legal Toolkit, Heidi Alexander interviews Edge International GC and LPM advisor Pam Woldow about the five steps of the project management system, how it has specifically helped law firms she works with, and how to implement LPM in your large law firm or small practice. Pam goes over the essentials; in order to be truly efficient, lawyers must communicate properly with clients, create an intricate plan, monitor work, and review. She discusses the ways technology can assist these processes and how these concepts can be scaled to a solo or small firm practice. Tune in to hear specific details about where lawyers can start implementing this today.
Pam Woldow is a partner and general counsel for the global legal consulting firm Edge International. Previously, she held similar positions at Altman Weil, served as deputy general counsel of Pennsylvania and chief counsel of the Pennsylvania Department of Insurance, and directed litigation management for a public financial services company. Pam also advises law firms and corporate legal departments in Legal Project Management and is the co-author of “Legal Project Management in One Hour for Lawyers.”
The new Windows 10 has received a lot of attention, partly due to the lack of popularity of Windows 8, but legal professionals are notoriously conservative with adopting new technology. Since paralegals will likely be the first law firm employees to use the new operating system, they need to know whether to upgrade and when. Behind the buzz, what are the cold hard facts about Windows 10?
In this episode of the Paralegal Voice, Vicki Voisin interviews lawyer and former paralegal Beverly Michaelis about her transition from paralegal to lawyer, the Limited License Legal Technician (LLLT) issue, and what you need to know before updating to Windows 10.
The benefits of being a paralegal before going to law school
LLLTs and other solutions for the access to justice issue
Windows 8’s confusing interface
Reserving your copy of Windows 10 for free
New features and functions of the operating system
Privacy and data mining
Biometric security, a clutter folder, OneDrive sync, and video features
How long to wait before downloading and why
Beverly Michaelis is a practice management advisor for the Oregon State Bar Professional Liability Fund. She is a member of the Oregon State Bar, Oregon Trial Lawyers Association, and American Bar Association with over thirty years of experience in the legal field as a lawyer and a paralegal. Beverly provides confidential practice management assistance to Oregon attorneys to reduce their risk of malpractice claims.
Although television commercials seem too expensive for a solo practice’s marketing budget, they are not! In fact, advertising on T.V. can be a great alternative or addition to an online marketing campaign, as long as it’s done correctly. So what should solos expect with these ads and how can we optimize the return on investment?
In this episode of New Solo, Adriana Linares and Jason Marsh interview Conti Moore, a small firm lawyer with a successful television commercial, about the process and price of creating her ad, airing it, and tracking its success.
Included in this episode:
TV network “spots” and your target audience
Measuring success and tweaking television shows
Slow start and a long term commitment
Production company costs and benefits
Creating fresh content and cycling locations
Customizing your airtime package
Choosing a niche area of law for the highest ROI
Conti’s words of advice from the experience
Conti Moore practices primarily family law and criminal defense at Conti Moore Law, PLLC, in Orlando, Florida. She has been recognized by the National Bar Association and Impact as one of the Nation’s Best Advocates: 40 Lawyers Under 40. Additionally, the National Bar Association and Impact presented Ms. Moore with the coveted Excellence in Service Award in recognition of her unyielding commitment to community service.
Solo and small law firm owners spend plenty of time and money marketing their services each year, whether online, through networking, or offline advertising. But many lawyers are not seeing the return on investment that they would like. So with over 600 thousand solo and small firms in the U.S. today, what does it take to stand out among the crowd?
In this episode of The Un-Billable Hour, Christopher Anderson interviews Mark Cerniglia from Spotlight Branding, an internet marketing and branding firm for lawyers, about the practical steps attorneys can take to manage their brands and market online successfully.
Building your law firm’s notoriety
Transcending lawyers’ reputation as intimidating
Information and resources to create credibility and trust
How to create the right video content
Using social media for branding
Newsletter marketing and top-of-mind
Blogs to answer potential client questions
Providing value versus giving away your knowledge
Maximizing referral sources
What a marketing funnel looks like
Necessary components of a website
Internet marketing no nos
Marc Cerniglia is the co-founder of Spotlight Branding, an internet marketing and branding firm for lawyers. Marc is passionate about helping lawyers realize the full scope of what the internet can do for their practice and how branding and content are often overlooked. He lives in the downtown Miami area, serving clients locally and across the country.
In 2012, the Washington Supreme Court adopted the Limited License Legal Technician (LLLT) Rule, making it the first state to authorize non-attorneys who meet certain educational requirements to advise clients on specific areas of law. This concept of non-lawyer consultation is a new way to address the gap in access to legal services, but many lawyers are wary of the change. So what was the response in Washington?
Lawyer 2 Lawyer host Bob Ambrogi interviews Patrick Palace, immediate past-president of the Washington State Bar Association, about how the LLLT licensing and certification works, why they are able to provide cheaper services than lawyers, and collaboration opportunities that have emerged.
Patrick Palace is a plaintiff’s trial lawyer with an emphasis on workers’ compensation, personal injury, civil rights and social security matters. Patrick served as the president of the Washington State Bar Association from 2013 to 2014 and has received both national and regional accolades for his work.
As globalization changes the legal marketplace, solo and small firm lawyers are scrambling to keep up. Why are so many attorneys resistant to embrace new technology? Should technological competence be the responsibility of law schools, the American Bar Association, or individual lawyers?
In this Special Report, Legal Talk Network host Adriana Linares and John Stewart, lawyer and legal techspert, interview Michele DiStefano and Michael Mills, presenters at the 2015 Clio Cloud conference. Michele, a law professor and founder of LawWithoutWalls, talks about globalization, the changing nature of legal services, and the responsibility law schools have to teach technological competence. Michael, a lawyer and founder of Neota Logic, Inc., discusses collaboration and interstate business models, eradicating the term “non-lawyer”, and how state bars and the ABA can encourage progressive change.
Michele DeStefano is a professor of law at the University of Miami and the founder and director of LawWithoutWalls, a part-virtual collaboratory of about 750 change agents including entrepreneurs, lawyers, academics, business professionals, and venture capitalists. In 2015 to 2016, she will be a visiting professor at Harvard Law School and visiting faculty lead of Harvard’s Center on the Legal Profession.
Michael Mills is the co-founder and chief strategy officer of Neota Logic Inc., developers of a no-code software platform with which lawyers and other professionals build expert systems to automate guidance, documents, and processes. Before Neota Logic, Michael was a biglaw lawyer and a law firm IT and manager.
Legal Talk Network producer Laurence Colletti interviews Jeena Cho, lawyer, author, and meditation teacher, at the 2015 Clio Cloud conference. Like many other lawyers, at one point in her career Cho found herself burnt out and overly stressed. She discusses tools she discovered to achieve healthy work-life balance. Through general awareness, regular self check-ins, and mindfulness, Cho explains, anxious lawyers can improve their quality of life. Stay tuned for a guided meditation at the end of the interview.
Jeena Cho is a partner at JC Law Group PC, a bankruptcy law firm in San Francisco, and the author of the forthcoming book “The Anxious Lawyer”. In addition to her law practice, she teaches mindfulness and meditation to lawyers and writes a blog for Above the Law.
Clio’s lead scientist Fraser Newton and Vice President of Business Development George Psiharis stop by to discuss what law firms can learn from their data operations. During their interview, they share insights from their sales team and talk about applying key performance indicators to the business side of your legal practice. Although not every firm is the same when it comes to fee arrangements, area of law, and marketing budget, all must focus on return on investment to create growth.
George Psiharis is the vice president of business development at Clio. He specializes in customer development and data operations. George has worked extensively with law schools, bar associations, and other legal professionals to help make information on cloud computing and law firm economics increasingly accessible.
Fraser Newton is the lead scientist at Clio where he’s been since 2008, when he started as a senior software developer. He uses his training in both computer science and statistics to build better customer experiences through data insights and understanding.
In this Special Report, Billie Tarascio, Mary Juetten, and Duncan Stewart stop by to talk about measuring your firm’s performance as a business and predictions for future ways to interact with clients. Tune in to hear about net promoter scores, conversion rates, and the costs of acquiring new clients. In addition, they move on to discuss preferred technologies for millennials, print vs. digital for news and books, and when it’s appropriate to use the phone over an in-person visit.
Billie Tarascio is a family law attorney, legal innovator, and entrepreneur. She has created a DIY software for litigants that helps minimize legal costs. Billie is a frequent speaker and presenter on issues related to legal technology, practice management, law firm development, and family law.
Mary Juetten is the founder and CEO of Traklight and the co-conspirator behind Evolve Law. She specializes in helping companies in transition or startup to create sustainable, operational, and financial growth. Mary created the only self-guided software platform that creates a custom business risk strategy and automates the client question and issue-spotting process for businesses and IP attorneys.
Duncan Stewart is the director of TMT research for Deloitte Canada. He is a globally recognized expert on the forecasting of consumer and enterprise technology, media, and telecommunications trends. In his time as an investor, he deployed a cumulative two billion dollars of capital into global TMT markets.
Are lawyers prone to anxiety, or is the pace of the profession the culprit? The ABA Journal’s Stephanie Francis Ward speaks with Will Meyerhofer, a psychotherapist who has also been a practicing attorney, to learn more about anxiety and get tips on how lawyers can manage and overcome it.