Archive for the ‘work’Category

Could ActionStep Be A Game Changer?

It’s not often that I’m impressed, but I recently came across a SaaS product that had all the usual bells and whistles, as well as something different. ActionStep has what I expect in a practice management app, but instead of focusing on features it organizes everything around goalsobjectives, and tasks. This means I can focus on doing my part while everyone else involved in that project is automatically kept informed of my progress and prompted to stay on the same page. Here’s how it works:

  1. Choose one of the templates or create your own
  2. Designate tasks, decide who should perform them
  3. Specify the conditions that will call up those tasks

ActionStep is now ready to spring into action. In addition to launching tasks when the specified condition comes to pass, the program can notify team members of each other’s progress automatically. My favorite feature is the way ActionStep coordinates the whole process by letting me make tasks mandatory or optional, then making them dependent on the completion of prior milestones.  So I define the steps to be followed stay informed of everyone’s progress, and prevent anyone from getting around the rules.

For example:

ActionStep’s document automation features let me customize standard intake forms to include the type of matter and prospect contact information.

Once I indicate that the document is finished, my paralegal is prompted automatically to call or e-mail the prospect. ActionStep even auto-generates the e-mail message.

The calendar feature pings me to attend the meeting. Once I indicate the meeting is over, ActionStep automatically bills the time and sends any notes or uploaded documents to my paralegal so she can take the next step.

So far so good. But here’s the real difference between ActionStep and existing systems:

If I indicate the meeting resulted in a hire, then ActionStep adds tasks like creation of physical and electronic files, customization and enclosure of a Retention Letter, and creation and enclosure of an e-mail to the new client.

If I indicate that the meeting did not result in a hiring decision, ActionStep can prompt me to follow up in time or send out a “No Hire” letter.

The system is competitively priced on a subscription basis and you can click here for a free 30 day trial.

P.S. If you try it out, post your impressions in the comments , share them by e-mail, ping me on Twitter, or post on my Facebook wall. I’d like to know what you think. Cheers.

What it really means to be a new grad

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There isn’t much about this infographic we didn’t know. After all, law school is becoming more expensive and riskier all the time. But as long as the number of applicants to law school continues to increase, young people continue to be gullible, school is easier to handle than real-life, and there is money to be made, law schools will continue to mass-produce graduates.

Ironically, lawyers are blame for this crater in the market. But which lawyers really brought on problem? I published my answer here in connection with the ABA’s Legal Rebels project. Enough said. You can make up your own minds, but I think I made my case.

Posted via email from practice (redux)

Open Plea to Legal Marketers … little help?

Me Learning to be Humble

Asking for Help ... Hat in Hand

Being the Practicehacker doesn’t mean I know everything. Take law firm marketing for instance.  
In real life I run a 3-lawyer suburban Chicago practice engaged in what I call “Small Business” law; i.e. we do pretty much everything a small business or its owners need their lawyer to do, including:
  • Business start-ups, incorporation, organization
  • Contracts: drafting, review, enforcement, terms
  • Hiring and firing of employees and contractors
  • Commercial litigation, collections, and defense
  • Real estate transaction, liens and construction
  • Business, stock and asset, sale and purchase
  • Divorce and estate planning for entrepreneurs
  • Bankruptcy, reorganization, crisis management
I can’t think of any aspect of practice organization,management, or marketing that I couldn’t improve. In fact, I am absolutely certain that I must learn to do a lot of things better. Of course, if I had to single out one thing for attention at the moment, it would have to be our law firm marketing.
Full disclosure: I’ve never been satisfied with my firm’s online or social media presence. I mean, my name is out there, but the picture that emerges of my firm seems fragmented and weak. Then again, my off-line presence is no better. I’ve prepared and delivered seminars, given talks both locally and nationally, and have had articles published all over. But to what end?
The worst part of the problem is that it feels like my office is being severely underutilized. After a harrowing couple of years in this see-saw economy, I finally have a stable team of trained lawyers and staff, with more becoming available all the time. But if what we have to offer does not reach the right Clients, it’s wasted. That’s the hardest part of the problem: matching the right skills with the right Clients and keeping the process going.
There is one final caveat: I need new marketing initiatives to have a measurable ROI so we can decide whether to stay with it, pivot, or abandon it and start over.  If anyone thinks they can take a crack at evaluating our situation, or knows someone else who can, please get in touch or leave that information in the comments to this post.  
Thanks to everyone who thinks they can help.

Instant Law Clerk

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This is the second really good practice hack that I’ve come across in a week, and it incorporates all the best things about the new, new Internet (Web 2.1?): crowdsourcing, naming your own price, friction-free transactions, and cheap labor.

Cheap labor, you say? You bet. Instant Law Clerk uses the cheapest, most plentiful resource in the world – law students – to deliver research to practicing attorneys faster than they can do it themselves, and at a fraction of the cost. The idea is so simple, it’s a wonder law schools haven’t monopolized the market themselves. The recipe is compelling: take one practitioner short on time and resources but in need of research to make it to trial or to meet a briefing schedule; add a law student in need of cash and real-world experience; and you’ve got a match made in Internet heaven.

So now the only question you need to answer is: Are you still doing your own research? Why? When you can simply enter a question to be answered and name your price at www.instantlawclerk.com? Their team of 2nd and 3rd year students from around the country is ready to do the research so you can analyze, review, and ultimately use the results in your pleadings, letters, and memoranda.

Leaving you with more time to play golf … er … prepare for trial.

Posted via email from practice (redux)

What do you call 100 unemployed lawyers?

Sea_turtle_hatchlings_try_to_m

A good start! But seriously: according to this piece in the Wall Street Journal new law grads continue to enter the workforce faster than Starbucks can hire them. To quote the article:

According to jobs site SimplyHired.com… the hardest-to-place industry [is the] the legal field. Unemployed lawyers now find themselves in the country’s most cutthroat race for a job, with less than one opening for every 100 working attorneys.

But what makes us so hard to employ? Maybe the answer can be found in the 50 (and counting) comments to the ABA Journal’s anemic coverage of the topic, which is all of a paragraph long and is no more than a rehash of the original mention in Above the Law. Or maybe the answer is written into the Economist’s riotously off-target piece Not Enough Lawyers, which posits that we have uh, too few lawyers. But after all is said and done the truth is that lawyers are hard to employ for the same reasons we’ve known about for a good 20 years:

  • Law school costs too much and does not teach practical skills
  • Grads need to make a lot right away to pay their school loans
  • Big Law only hires a faction of grads; the rest are on their own

For the great mass of new lawyers in the market and those displaced due to the systemic shakeup in the law, the odds are lower than newly hatched turtles trying to make it out to sea. And it just breaks my heart to see that happen to such a nice bunch of baby turtles.

Google Spreadsheets as your CRM System

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While I’ve tried to make Practicehacker the #1 place to find tools, tips, techniques, and technology for small firms and solo’s, how often do I feature a true practice hack? A better, smarter, faster, or cheaper way of getting things done? Not often enough. But this is the real deal. A genuine hack born out of the need to track contacts (i.e. CRM) using a free tool that doesn’t even seem suited for the task. Software Advice provides the full hack here.

Actually, I’ve used a hack like this one for years, but not in the CRM context. Instead I’ve used it to track the progress of cases and keep my staff informed by having the spreadsheet send automatic updates each time something changes. Simple, free, awesome. Now that’s practice hacking!

Ed. Note: If you have hacks of your own or know anyone that does, please encourage them to contact me at mhedayat@mha-law.com or just add their comment to this post. I’d love to be able to feature one of these hacks every week (or more often if I can). You’ll get full credit of course, and you’ll be helping your fellow lawyers and legal professionals to do things that much better. :)

Posted via email from practice (redux)