Law Practice Management Archives | Page 5 of 12

13 03, 2012

Template with Document Properties

2019-03-19T21:57:03+00:00By Debra L. Bruce, JD, PCC.|Comments Off on Template with Document Properties

By Tamara Portnoy

Attorneys avoid templates because they think templates are too hard to make and too hard to use. Templates that incorporate bookmarks are simple but have limited usefulness to a law office, especially with repeating content. When you have to type someone’s name over and over in a document bookmarks seem pointless. An alternative to bookmarks is document properties. Word documents come with a set of properties built-in but you can introduce more properties and use them to create template documents.

To view document properties choose: […]

6 03, 2012

Groupon for Legal Services: What Could Work and What to Watch Out For

2019-03-19T22:14:27+00:00By Debra L. Bruce, JD, PCC.|Comments Off on Groupon for Legal Services: What Could Work and What to Watch Out For

I previously blogged about the results one lawyer obtained when he promoted his law practice using Groupon. That post generated a number of informative comments which I recommend reading. Before rushing off to get an advisory opinion on the permissibility of daily deal advertising in your state, however, make sure you understand how the process works. A daily deal is essentially “loss leader” advertising, the success of which depends on selling additional services at full price at some point.

What Services Fit a Daily Deal? […]

28 02, 2012

Did a Groupon Really Work for a Solo Lawyer?

2019-03-19T22:24:17+00:00By Debra L. Bruce, JD, PCC.|Comments Off on Did a Groupon Really Work for a Solo Lawyer?

Last year St. Louis attorney Craig S. Redler garnered a lot more attention than he really wanted when he offered a discount coupon for a will and power of attorney through daily deal promoter Groupon. Groupon sends its members targeted advertising of daily virtual vouchers entitling the purchasers to products and services from local businesses at deep discounts through group purchasing. If a large enough group commits to purchase the coupon, the deal is on. Thus, the name Groupon. The company was founded in 2008 and its business took off so rapidly that it now has hundreds of copycat competitors. Some of the other big players in the daily deal market include Living Social, Google Offers and Amazon with its Gold Box Deals and Woot.

A Virtual Ethics Exam

Groupon grabbed headlines when it went public in 2011. Its CEO was interviewed on 60 Minutes even as I was writing this post. What focused the legal blog spotlight on Redler, however, was the question of whether advertising through Groupon could constitute fee splitting in violation of Rule 5.4(a) of the ABA Model Rules of Professional Conduct and most state ethics rules. […]

23 02, 2012

Are Lawyers Acting Like Elderly Aunts?

2019-04-01T21:04:48+00:00By Debra L. Bruce, JD, PCC.|Comments Off on Are Lawyers Acting Like Elderly Aunts?

A few months ago my 81 year old aunt asked me to help her with emails on her laptop. She had finally succumbed to years of pressure from family members to get a computer. Now she could be included more in the family conversations and picture swapping. She could easily keep in touch with loved ones across the country. But she still wasn’t using her laptop.

When I sat down with her, I discovered two main problems. First, she didn’t really understand some very basic concepts, like how the mouse worked. She had trouble remembering that she needed to point and click. Second, the interface was unfriendly to an elderly person. She couldn’t keep up with where the mouse pointed, and kept losing the cursor when it zipped across the screen. With a few adjustments, I slowed down the reactivity of her mouse and made the cursor bigger and bolder so her old eyes could keep up with it. Then I “co-piloted” with her as she sent some emails, gently reminding her what to do, until she had enough practice to fly on her own. […]

16 02, 2012

Using Virtual Paralegals: Frequently Asked Questions

2019-03-19T22:43:05+00:00By Cathy L Ribble ACP|Comments Off on Using Virtual Paralegals: Frequently Asked Questions

by Cathy Ribble

This month I want to discuss the most frequent questions I receive as a virtual paralegal. Questions come from many different directions: attorneys considering a virtual paralegal relationship, paralegals interested in working virtually, and curious lay people. Ironically, for the most part, the same questions come from each group. […]

13 12, 2011

To Do or Not To Do

2019-06-25T16:27:18+00:00By Cathy L Ribble ACP|Comments Off on To Do or Not To Do

The season is upon us! You know — the season of fa-la-la-la-la, holiday decorations, greeting cards, family parties, gift buying, travel plans, winter snow storms, and year-end business. The list goes on, and on, and on, and on, and on, and on….too much to do and not enough time. If you make it to January 1, then your knee deep in a different set of tasks headed into tax season.

So what is a smart attorney or paralegal to do? Organization is key, but who has time – or money — right now to implement complicated practice management software?

SOLUTION: Pick one of these quick, easy and inexpensive online task management solutions. Register for a free user name and pick a password. Then start listing everything congesting your over-crowded mind. Start with just the basics by listing the task and assigning a deadline. That’s it!! You can expand your vision and develop a more-rounded solution when the time crunch has eased.

[…]

29 11, 2011

Introducing Guest Blogger Cathy Ribble – “Virtual Paralegal Partnerships: What Solo Attorneys Need to Know”

2019-04-01T21:26:16+00:00By Cathy L Ribble ACP|Comments Off on Introducing Guest Blogger Cathy Ribble – “Virtual Paralegal Partnerships: What Solo Attorneys Need to Know”

Cathy L. Ribble is a senior level litigation paralegal who decided in 2009 to offer virtual services to U.S.-licensed attorneys when she founded Digital Paralegal Services. She is certified by the National Association of Legal Assistants as an Advanced Certified Paralegal in the area of Trial Practice. She matches attorneys looking for virtual paralegal support with NALA-certified paralegals by practice area and geographic location.

Cathy contributed to NALA’s 2010 Career Chronicle with her article Could You Be One? Virtual Paralegals. She has been featured in Texas Far Journal’s Testing the Waters: Is It Time to Try a Virtual Legal Assistant? Paralegal Today’s Freelance Freedom, Carolina Paralegal News Virtual Paralegals Becoming More Common as Profession Grows, Practical Paralegalism’s Top 50 Twitter Feeds for Paralegals, ParalegalGateway’s Toolbar for Paralegals under Paralegal Tweeps and Paralegal Blogs, and The Paralegal Mentor’s Virtual Paralegal Interview Series.

Solo attorneys throughout the United States are hearing the terms virtual paralegal and virtual legal assistant for the first time. Today’s economy and the desire to keep a home-office practice are leading many solo attorneys to seek more information about virtual support. […]

21 11, 2011

What Can Thanksgiving Do for Your Law Practice?

2019-03-21T19:02:48+00:00By Debra L. Bruce, JD, PCC.|1 Comment

The Thanksgiving holiday is right around the corner. In the tradition of our forebears, it’s a time set aside for sharing with others and expressing gratitude. Can carrying the lessons of Thanksgiving into our law practices throughout the year help us experience more prosperity and enjoyment?

Here’s what studies have shown: […]

6 04, 2011

Choosing Law Practice Management Software

2019-03-21T19:59:33+00:00By Debra L. Bruce, JD, PCC.|7 Comments

In a previous post (Should A Solo Buy Law Practice Management Software?) I discussed some benefits and drawbacks of investing in law practice management software. I shared my opinion that all lawyers, including solos, can benefit from practice management software because, properly used, it will significantly improve your efficiency and organization. I also warned, however, that the learning curve will first slow you down. You will probably incur additional costs for training and for consulting to get the program configured to fit your needs and to coordinate with your other software and hardware.

Now that you are considering whether to take the leap, this post will address some of the questions you may have, and point out others that you should investigate in your decision process. […]

15 03, 2011

Should A Solo Buy Law Practice Management Software?

2019-03-21T20:06:29+00:00By Debra L. Bruce, JD, PCC.|3 Comments

When a client calls unexpectedly about his matter, do you fumble to find the information you need, while the client wonders why you can’t answer the question? Do you have trouble sorting through all the appointments and deadlines on your calendar to identify the ones that relate to a particular case? Do you rely on your increasingly overloaded memory bank for conflict checks? Do you waste time locating old emails or pink message slips? Do you lose money because you can’t remember how much time you spent on a dozen different phone calls during the day? Do you ever wish you had access to something on your desk while out of the office? Have you lost hope of ever getting organized? […]

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