Upcoming Seminars


  • Productivity Bootcamp: Time and E-Mail Management for Lawyers

    Monday, December 23, 2019

    New Jersey State Bar Association

    About The Program:
    Learn how to elevate your practice by spending more time on the right things and better managing the unrelenting flow of electronic communication.

    Join the ranks of hundreds of New Jersey attorneys who have taken this course and now know how to manage and organize their time and information flow more effectively. Learn
    how to practice more efficiently, so you have more control over your life and career. While none of us can “get,” “have,” or “make” more time, we can learn to manage our environment, routines, boundaries and choices more wisely as we move through our days.

    At this seminar, you will learn, among other critical skills, how to prioritize, organize, delegate, and minimize interruptions so you can devote more time to serving clients and
    developing new ones – while being less stressed and more effective in the process. You will also learn specific strategies, tactics and tools that will help you get far greater control
    of your e-mail and texts.

    The productivity principles you will learn at this seminar include how to:

    • Take control of your schedule-including hourly and daily planning, effective calendaring and using do-not-disturb project time
    • Prioritize and delegate more effectively
    • Design case flow systems so you have prompt access to files, status, deadlines and benchmarks
    • Significantly reduce interruptions during your day
    • Organize your physical space and paper files
    • Organize e-mail and other electronic information, including how to use inbox subfolders and automatic rules properly, so you can avoid shoddy record keeping, missed deadlines, angry clients and possible malpractice issues

    More information and registration details coming soon.

Past Events

Event Information:

  • The Thriving Small Firm

    Thursday, October 17, 2019

    9:00 am - 1:15 pm

    Pennsylvania Bar Association

    The Thriving Small Firm: How to Build, Manage and Sustain Success
    About the Program
    The solution to virtually any success you want to amplify or any problem you want to eliminate in your practice can be found in how you’re handling one of the seven fundamental areas of law firm development.  Taken together, these six areas constitute what is typically rolled up into the term practice development.  During this resource-rich program targeted to small and solo firms, attendees will use self-assessments and checklists to pinpoint where and how to focus their improvement efforts.
    Attendees Will Learn

    Attendees will learn key principles and specific actions to take in each of these seven fundamental areas. Ethical implications of each area will also be addressed.

    1. Vision and Leadership
    2. Business Development
    3. Productivity/Time Management
    4. Financial Management
    5. Building and Keeping a Great Team
    6. Client Service
    7. Technology

    Click here to register and find more information.

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.

If you need a quick resource, call me. I’ll send you what I have on the topic free of charge with no strings.

Call for a free consultation (203) 806-1300

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