Upgrading Your Operations

How to Pick the Right Clients and Cases

In my work with attorneys on how to grow their practices, I often start with the question: who are your the ideal clients?   As tempting as the answer may be, it is rarely  as simple as: “the ones who pay their bills”. Of course, the “right” clients should have a… Read More.

The Secret to Staff-Generated Process Improvement

Your staff – and by that I mean everyone on your team who helps you get your work done, from your secretary to the practice group associates you supervise – have many ideas on how the work process could be improved. The problem is that they’re rarely asked to share… Read More.

Why and How to Start With Legal Knowledge Management

Legal Knowledge Management (LKM) refers to the collection, organization, dissemination, and reuse of knowledge contained within documents and inside individuals’ heads, and it includes the development of standard forms, tools, and templates to streamline the delivery of service. Even though LKM is often thought of in the context of larger… Read More.

I maintain a deep library of hundreds of best-of-breed checklists, templates, guides, and white papers on every aspect of managing a legal practice and law firm, from lawyer marketing plans, to hiring process checklists, to alternative fee engagement letters.

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