Get Your Tech Buyer’s Guide!

If you’re gearing up to invest in technology for the new year a buyer’s guide can be a tremendously helpful resource. Here to fill that need, is the 2017 Legal Technology Buyers Guide from Lex Tech Review.  Access to the guide is free, but requires your email address, name, and a password.

One hundred and sixty-nine pages of beefy content are included in the guide.  The following categories are addressed:

  • Practice management software
  • Practice area specific solutions (PI, bankruptcy, business, IP, patent, trademark)
  • Law firm CRM and lead conversion software, plus coaching
  • Live chat
  • Alexa apps for lawyers
  • Form tools and libraries
  • Stand alone time & billing
  • Payment processing
  • Calendaring software
  • Legal records & analytics
  • Phone systems
  • Virtual receptionist services
  • Contract services
  • Virtual assistants
  • Accounting services
  • Document editing
  • Law firm marketing agencies
  • Pay per lead services
  • Marketing content and copywriting
  • Legal technology consultants
  • Lawyer courses & communities
  • Wellness

Pretty impressive! And don’t forget about ABA Legal Technology Buyer’s Guide, with even more categories.

All Rights Reserved 2017 Beverly Michaelis

 

7 Steps to Building Better Client Relationships

Join me for a CLE on Wednesday, December 6, 2017 about how to cultivate your network, balance client expectations, proactively control social media content, meet client needs, and become more client-centric by exploring the 7 steps to building better client relationships:

  • Capturing better clients
  • Polishing communication skills
  • Advancing client service through technology and staff
  • Managing social media
  • Improving client satisfaction
  • Strengthening client retention
  • Renewing relationships

Topics include how to CYA the right way, how to say “no” gracefully, dos and don’ts when responding to negative online reviews, how to thank clients as part of your everyday, the simple six-step process to stay in touch, and why you should modernize fee arrangements and billing.

Date/Time/Location

Wednesday, December 6, 2017 from 10:00 a.m. to 11:30 a.m. Pacific Time. This is a live, online webinar.

Who Should Attend?

Lawyers, office administrators, or staff – anyone interested in building better client relationships.

Group Discounts

Discounts available to firms who wish to register 5 or more attendees. Contact organizer to arrange a discount code before registering: beverly@oregonlawpracticemanagement.org.

Does the Program Include Written Materials?

Yes. Written materials are distributed electronically with your registration confirmation.

Ask Questions/Live Polling

Questions are welcome during the live event. Attendees are also encouraged to participate in live, anonymous polling.

Registration Fee

$25 – Visit the Upcoming CLE page, click here, or choose the Register button below. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the registration price.

Eventbrite - 7 Steps to Building Better Client Relationships

MCLE Credits
1.50 practical skills pending.

Can’t Attend?

Video and audio recordings of 7 Steps to Building Better Client Relationships will be available to download along with the program materials following the December 6 CLE. Price: $25. Contact me or visit my online CLE store after December 6.

All Rights Reserved [2017] Beverly Michaelis

I Don’t Want to Create a Business Plan!

I get it.  I really do.  They involve work and you’re busy.  And if you’re not trying to sell someone on why they should give you money to start or grow your law practice, why would you bother?

Because, my friends, every once in a while you should be selfish and do something for yourself.

client-meeting-cropped

Six Good Reasons Why Every Lawyer Can Benefit from a Business Plan

Everyone can benefit from the business planning process, especially startups.  But existing businesses need a vision too.  Creating a business plan will give you:

  • Clarity about what you want to do
  • Control over your own fate
  • A strategy for staying organized and on track
  • Accountability
  • A way to measure and monitor your progress
  • A path to help you move forward

For associates in law firms, creating an annual business plan is the only way to build a successful strategy for bringing in business – something all associates are expected to do sooner or later.

For partners, annual business planning is likely to be more about reflection: now that I’m an experienced lawyer with a book of business at XYZ Law Firm what do I want to do? If the answer is: make a lateral move, creating a business plan will likely be required.  If the answer is: something else entirely, then time spent reflecting and planning will help you ferret that out.

Why Lawyers Don’t Write Business Plans

Aside from the obvious excuse that creating a business plan is time consuming, you may also perceive it as too difficult.

But there is an even better reason not to write a business plan.  If you don’t put specific goals and objectives on paper you can’t fail.

Here’s What You’re Really Missing Out On

The problem with avoiding failure is that you also set yourself up not to succeed. And you miss out on the other benefits that go along with creating a business plan.

Create a Direction and Lower Your Stress

When you know what you want to do, where you want to go, and how you’re going to get there (the specific objectives included in your plan), it lowers your stress level. There is no more floundering or misdirection.  Having a plan means you’re back in control.

Doing What You Want to Do For People You Want to Work For Means Reduced Exposure to Liability and Ethics Complaints

There’s a huge difference between practicing door law because you’ve always done it versus purposefully choosing a niche.

The door law route exposes you to greater risk of malpractice claims and ethics complaints.  Keeping up with a few areas of law is hard enough.  Trying to keep up with five or ten is bordering on ridiculous.

Imagine instead that you are working in one area, or a handful of areas, that you know well or can master.  With a focus, you can target clients deliberately and work for a client base that you truly want to represent.

You’ll Also See Gains in Efficiency, Money, and Resources

You are a resource.  Your staff is a resource.  Spend your resources on meaningful, designed goals.  This is what creates efficiency.  And with efficiency you can’t help but save money.  Or at a minimum, experience a better return on your investment.  You know it, you can see it, you can measure it.

Business Plan Checklist and Resources

If I’ve convinced you, contact me.  I’m happy to send along my business plan checklist and a list of resources for creating a plan.  Do what you want to do.  I am.

All Rights Reserved Beverly Michaelis 2017

ABA Blueprint: What Is it and Why Should I Care?

ABA Blueprint.combp is a new tool designed to help solo and small firm lawyers find what
they need to run their firm.  Any lawyer may browse the website for resources and information.  Technology, marketing, insurance, retirement, and practice management services are available to ABA members only.  Here’s an overview:

Services for ABA Members at Blueprint.com

  • Discounts on products and services
  • Access to free practice management consultants
  • Firm Builder (see below)
  • Ability to save solutions to your Blueprint account so you don‘t lose your research

If this sounds good to you, check out ABA membership here.  Dues are pro-rated based on your date of original bar admission.  Membership is free for 2016 and 2017 admittees.

Resources Non-ABA Members Can Access at Blueprint.com

Informative BLOG Posts

At ABA Blueprint, click the logo (upper left) to visit the Home page.  Scroll to the bottom to find a feed of the latest posts from the ABA Legal Technology Resource Center blog. Examples include using email newsletters, trends in legal technology, website costsgetting the most out of online forms, and state data breach notification laws.

Universal Solutions

Anyone can visit the Universal Solutions page to look at the curated list of products for starting a firm, growing a firm, getting paid, building a team, mastering eDiscovery, and insuring your family and future.  Keep in mind the listed discounts are for ABA members only.  The ABA expects to add more products in the future.  Here are the highlights:

Universal Solution Category Discount Offered
to ABA Members
Projected
Annual Savings
Start a Firm Now Office 365

Clio

$222.00-$363.84
Help Me Get Paid Clio

LawPay

QuickBooks Online

$361.60-$595.00
Help Me Grow Lexicata

MailChimp

LexBlog

$169.90-$578.80
Help Me Build a Team Ruby Receptionists

Fancy Hands

$833.28-$1440.88
Help Me With eDiscovery eDiscovery Assistant

PageVault

 

$714.00-$1394.00
Help Me Insure My Future ABA Insurance

ABA Retirement Program

No data available

What is Firm Builder?

Firm Builder is available to ABA members only. Online modules provide help for technology basics, virtual assistance, and marketing.  This is also the place where ABA members can connect to a practice management consultant.  Here’s how the modules work:

  1. Select a Firm Builder topic (technology, virtual assistance or marketing).
  2. Answer a series of questions.  (Don’t worry, there are plenty of options for “I don’t know, or I’ve done some research, but tell me more.)
  3. Once you’ve answered all the questions, Firm Builder proposes a set of solutions, i.e., products that fit your needs.  The product list is curated from the Universal Solutions page of ABA Blueprint.

Long story short

Firm Builder is a fancy tool that ends up replicating the information already available under Universal Solutions.  While this is redundant, don’t let it dissuade you from using the tool as it may help you focus more specifically on the products that fit your needs. In addition, Firm Builder gives you the option of contacting a live practice management consultant.  Thirty minute consultations are available at no charge via phone or email, and users are promised a 24-hour turnaround time. Live chat is available for quick questions from 9:00 a.m. to 3:00 p.m. Eastern Time, presumably 7 days a week as no limitation is noted on the website.

Who are these consultants?  For now, most or all of them will come from CuroLegal, a private consulting firm working with the ABA.  In the future, the expectation is that practice management advisors – like those associated with your bar or liability coverage provider – will sign on as ABA Blueprint consultants.

Endorsements and Ethics

Does the ABA endorse the products listed on their site?

No, as a matter of ABA policy.  Products featured on the site were selected based on “suitability for solo/small firm practitioners, the stability of the vendor, the availability of integrations, and the standing of the product in the market.”

Do the products on the ABA site meet ethical requirements for all states?

The ABA does not certify the ethical suitability of a given product or service.  The website recommends consulting your local ethics body for advice or guidance. Oregon lawyers can speak to private ethics counsel or contact the Oregon State Bar General Counsel’s office.

Speaking of Oregon Lawyers

If you need help, please take advantage of the abundance of resources available to you through the Oregon State Bar Professional Liability Fund, including access to free and confidential practice management advisors.  You are also welcome to call or email me. I dedicated the last 20+ years of my professional career to helping Oregon lawyers. Thirty minute emails and calls are always free.  Turnaround time is next business day.

On the CLE front, it’s not too late to sign up for Unclaimed Client Funds this Wednesday. Or start the new year off right with “Fee Agreements – Ethical Dos and Don’ts.”  This live, online webinar is scheduled for January 18, 2017. Registration is open now.

All Rights Reserved 2016 Beverly Michaelis

Best Free Productivity Apps for the iPhone and iPad

Last week we took a look at nine free iOS apps to help you track expenses and mileage, organize bills, calculate on the go, budget, make smart purchases, and track packages. This week we focus on free productivity apps for project management, paperless meetings, better communication, security, task management, file sharing and storage, workflow, video conferencing, scanning, PDFs, eSigning, notetaking, sketching, languages, and business travel.

Project Management

Trello is the free, flexible, and visual way to organize anything with anyone. Forget lengthy email threads, out-of-date spreadsheets, sticky notes, and clunky software for managing your projects. Trello lets you see everything about your project in a single glance.  Compatible with Apple Watch.

Paperless Meetings

minute-iconUse Minute to conduct easy paperless meetings. Instantly invite attendees, turn agendas into meetings, import and share documents from Dropbox, Evernote, email, etc. Collaborate on notes, to-dos, decisions, and documents. Delegate tasks to attendees. After the meeting read and revise notes and export meeting minutes.

 Better Communication

Rather than worrying about your data allowance or cell signal, WhatsApp lets you send messages over Wi-Fi or a mobile data connection instead. Send and receive photos free over Wi-Fi* with no size restrictions. (*Or if you have unlimited mobile data.)

Security

1passwordKeep track of passwords, security codes, and alarm codes in one place with 1Password. Search to find what you’re looking for on any connected device. Save and fill passwords, credit cards, and addresses into webpages with a single click. Keep your data safe and encrypted. Unlimited installations with paid subscription. Compatible with Apple Watch. (Free 30 day trial; $5 per month subscription.)

Task Management

todoist-iconAdd, complete, and re-schedule tasks from any device, even offline with Todoist. Automatic 24/7 sync. Create sub-tasks and sub-projects, set priorities, and color-code projects. Share projects, assign tasks, and add comments all within the app. Instant notifications will keep you up-to-date whenever changes are made. Compatible with Apple Watch.

easilydoEasilyDo connects to online services, like your email, calendar, and Facebook, then looks for things it can help you get done. For example, it might ask you if you’d like to add contact details of someone who emailed you to your address book. Or it might spot an upcoming birthday. (Best for personal use.)

File Sharing and Storage

Transfer files instantly across Mac, iOS, Android, and Windows platforms using simple drag and drop with Instashare Air Drop. Transfer any file type (MP3, images, PDF, slide decks, docs, and more). Any size. Completely secure – files are transferred only between devices – no copy is kept in the cloud. Supports older devices: back to iPhone 3Gs and iPad. No need to register, just open the app, and start sharing. No email account, no passwords required.

hightailUse Hightail (formerly YouSendIt) to upload files to a shared project area called a Space then name it and add context or project goals. Solves the problem of oversized email attachments. Upload to Hightail instead and send your recipients a link. Supports PDF, docx, PPT, png, and other file formats. Documents can be secured with an access code.  (Free 250 MG storage.)

Workflow

Use Clips to clip from anything from anywhere: quotes, links, stories, images. Ideal for users who write a lot on their iPhone and iPad or hate switching between apps to copy-and-paste. The custom keyboard doesn’t log any of your input and requires no use of the Internet. Sync across all iOS devices through your private iCloud account with the Pro version.  Compatible with Apple Watch.

ifttt“If this, then that.” Use ifttt to automate just about anything: create events in Google Calendar with only a few taps; keep your team in sync with scheduled reminders for Slack; catalog important email from your inbox in an Evernote notebook to go over later; sync files quickly. Ifttt makes two separate apps work together!

Video Conferencing

zoomZoom offers quality video and audio conferencing – available for mobile devices and on the desktop.  Screen share apps and photos, send files, annotate, mute attendees (or not), easily invite phone, email, or company contacts.  (Free for 50-person or less meetings that last no longer than 40 minutes.)

Scanner and Whiteboard Converter

CamScanner turns photos of sketches, receipts, sticky notes, and whiteboard notes into editable files. Make digital copies of printed documents, business cards, or posters and trim them precisely. Printed text is automatically recognized (using OCR) so you can search for words in images and copy and edit them.  200MB free storage.

PDFs and eSigning

Adobe Acrobat Reader DC is a PDF viewer made specifically for the iPhone. Take a picture of your handwritten signature on your mobile device, and then sync it to sign PDFs at your desk or on the go. Annotate PDFs or mark-up files.  Draw on the screen with the drawing tool. Store, access, and share files from your Dropbox account.  (In-app purchases may apply.)

signnowUse SignNow to sign documents with your finger. Fill and complete PDF, Word, or rich text documents. Open documents from your inbox, Dropbox, and more. Easily collect signatures from multiple people. Secured with bank quality encryption.  (Sign up to five documents per month at no charge.)

Notetaking and Sketching

Use Paper 53 to draw on photos or quickly spotlight details. Sketch diagrams, charts, and drawings. Want to add titles to notes?  Swipe left. Want to add a checklist? Swipe right.

Learn Languages

duolingoUse the free Duolingo app to read, listen, and speak Spanish, French, German, Portuguese, Italian, Irish, Dutch, Danish, Swedish, and English.  Learn languages in bite-sized lessons: Apple’s iPhone App of the Year.  (In-app upgrades available.)

Business Travel

Hopper hopper-iconconstantly monitors prices to find great deals on airfare. Shows you the best time to go, predicts the right time to book flights, and where to buy.  Includes personalized tips.  Promises savings of 40% or more on your next flight.  A best app of the year winner in 2015.

Input your itinerary and GateGuru will automatically provides you with the check-in airport terminal, airport weather, gate arrival and departure information, real-time flight status, estimated TSA security wait times, airport food and amenity information, airport maps and tips, last minute rental car bookings.

All Rights Reserved 2016 Beverly Michaelis