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Picking the Wrong Clients? You Can’t Blame the Wreck on the Train

2019-03-20T22:20:16+00:00By Debra L. Bruce, JD, PCC.|

Lyrics from the song: “You Can’t Blame the Wreck on the Train” by Terri Sharp:

“When the gates are all down
And the signals are flashing
And the whistle is screaming in vain,
And you stay on the tracks, ignoring the facts
Well then, you can’t blame the wreck on the train.”

Almost all lawyers have rued their decision to take on some client, and with hindsight can recognize the warning signs that they disregarded. Many of us learned our lessons the hard way, but you don’t have to. Well…you probably will learn the hard way that a difficult client can cause you a lot more harm than the lost fees you wind up writing off. But after one such experience, if you ignore these warning signs, then you can’t blame the wreck on the train. […]

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Keep a Success Journal to Be a Happier and More Productive Lawyer

2019-03-11T21:41:57+00:00By Debra L. Bruce, JD, PCC.|

It’s that “rubber-meets-the-road” time of year again. When solos start closing out the books on their law practices for the year, it spurs them to look back and take a little personal inventory. Some law firms and law departments ask their lawyers to summarize their accomplishments in connection with their annual performance review. I ask my clients to scrutinize their successes and their disappointments for the year that is ending, before setting their goals for the year to come.

As I assist lawyers with these processes, I notice that, although they may remember their shortcomings and disappointments with all the gory detail of a train wreck, they often forget significant achievements from the first half of the year. They also forget the heartfelt note of appreciation they received from a client four months ago and the midnight oil they burned for weeks to meet an important deadline. Sometimes when they master a skill or change a habit, the new behavior becomes so natural that they don’t count it as an achievement. They forget the awkwardness of their first attempts and how daunting the hurdle initially seemed.

[…]

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Enhance Your Chance of Getting Good News at the End of the Year

2019-03-20T22:21:20+00:00By Debra L. Bruce, JD, PCC.|

This is the time of year when many lawyers have a meeting with a supervisor or a compensation committee to discuss their performance over the past year. Many big firms, corporations and government agencies have instituted procedures that give the attorney an opportunity to submit a self-evaluation in advance of their performance review. Many small law firms are more informal, or even haphazard about the process, however.

If there is an established procedure, follow the guidelines or instructions. When an organization doesn’t have a formal review procedure, I recommend that my clients prepare a concise memo, email or other written communication summarizing their accomplishments of the past year. Most associates just wait anxiously, but passively for the news. They may think the partners are aware of what they have been doing all year, or perhaps they think it is safer to stay under the radar. Maybe they just don’t know what else to do. […]

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How to Give Thanks to the People Around You

2019-03-11T21:46:30+00:00By Debra L. Bruce, JD, PCC.|

“Karyn, thank you for working so steadily from the time you arrive at our office to when you leave. Your dedication demonstrates that I can trust you to play fairly with me. Trust is important to me, and it is a relief and a time-saver not to have any concerns about your attitude.” That’s a message I want to convey to my assistant in this month dedicated to expressing gratitude. I know she’ll receive this message, because she’ll publish this blog post for me. I’m hoping she’ll relish having the world (or at least this corner of it) know something that I appreciate about her.

I’ve written previously that studies have found various ways that expressing gratitude can enrich your life and increase your enjoyment of your law practice. I wrote about the value of acknowledging a job well done, which is a form of expressing gratitude, and how to give an effective acknowledgment. I’ve also written about the importance of demonstrating your appreciation to referral sources. Are you starting to get the message that I think having an “attitude of gratitude” is important? […]

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Cultivating the Courage to Ask for Business – Part 3

2019-03-20T22:22:33+00:00By Debra L. Bruce, JD, PCC.|

This is Part 3 of a 3 part series in which Debra L. Bruce talks to attorneys about less painful and more effective ways to ask for business from potential clients.

Networking Is Key

So how do you get into conversations with potential clients, or create the connections that can improve your likelihood of success, without making cold calls or being pushy? Networking is key. One in-house counsel said, “I enjoy talking to new people who introduce themselves at a conference or an event, particularly if they are confident, poised and friendly – without being overly aggressive.” Another said, “In order for a law firm attorney to have some chance of getting my business, I almost always would need to have met that person and ideally have had an opportunity to interact with them in a legal setting, such as serving on a bar committee or participating on the same seminar panel or co-authoring an article with them.”

So don’t give up on speaking, writing, bar service and trade association activity just because your phone doesn’t ring the next day. You are demonstrating your expertise and putting in place relationship building blocks. If you don’t meet a potential client, you might get to know someone who can later make an important introduction or referral. Corporate counsel frequently seek referrals from lawyers they trust, particularly other corporate counsel. […]

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Cultivating the Courage to Ask for Business – Part 2

2019-03-20T22:23:24+00:00By Debra L. Bruce, JD, PCC.|

This is Part 2 of a 3 part series in which Debra L. Bruce talks to attorneys about less painful and more effective ways to ask for business from potential clients.

First Downs vs. Touchdowns

If your prospect hasn’t jumped at the chance to retain your services, he may not have the necessary confidence that you can bring real value to him. Or perhaps he doesn’t have the authority to move forward. Instead of going for a touchdown by asking for the business, just try to keep scoring first downs. Consistent first downs will eventually turn into a touchdown, if you don’t fumble. […]

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Cultivating the Courage to Ask for Business – Part 1

2019-04-01T20:52:45+00:00By Debra L. Bruce, JD, PCC.|

This is Part 1 of a 3 part series in which Debra L. Bruce talks to attorneys about less painful and more effective ways to ask for business from potential clients.

Many lawyers, both men and women, blanch at the thought of having to ask for business, and I don’t blame them. In my opinion, it’s often a mistake, and it should be scary to do something clumsy or annoying. Common advice about “asking for the business” may drive sales in low risk transactions, but drive away potential clients with complex and risky issues.

Nevertheless, lawyers do need to develop business, and expressing your interest in working with someone can make a difference. How do you drum up the courage to do that? In short, it’s a lot less scary if you have laid the right groundwork beforehand. To help illustrate what potential clients want to hear from lawyers, I did an informal survey of a number of in-house counsel about how they like to be approached for business. My thoughts and their responses are intermingled in this article. […]

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How to Send Invoices that Clients are Happy to Pay

2019-04-01T20:54:04+00:00By Debra L. Bruce, JD, PCC.|

Introducing Guest Blogger Jeremie Fortenberry –

Guest Blogs on: How to Send Invoices that Clients are Happy to Pay Jeramie Fortenberry is the founder of Fortenberry Legal, a law firm that helps clients from across the United States with estate planning and probate matters. He writes about trusts, estates, and tax planning at the Probate Lawyer blog.

Billing makes me uncomfortable. When I first started practicing law (at that time with a big firm), I felt sheepish to even broach the topic with clients. It seemed uncouth to start talking about money right when I was in the process of establishing what I hoped to be a lasting relationship. Because of my reluctance to discuss fees on the front end, I relied on my engagement letter to set expectations regarding pricing. My hourly rate was buried somewhere in the letter, along with information about how time was computed and how often I would invoice. That, I thought, should be enough to deal with the uncomfortable issue of how I would be paid for my services. […]

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Would a Virtual Law Office Work for You?

2019-04-01T20:55:07+00:00By Debra L. Bruce, JD, PCC.|

Rania Combs is a wills, trusts and estates lawyer, licensed in Texas since 1994. When her spouse got transferred to North Carolina, she examined her options for practicing law there. Opening a virtual law office seemed like the solution to a challenging circumstance. She launched her virtual practice in January 2010.

Many lawyers may wonder whether a virtual law office would solve their problems, too. Here are some examples of why they might be considering it:

• Newly licensed attorneys may want to avoid the overhead and long-term commitment of a traditional brick and mortar office.
• Experienced lawyers may want to expand the geographic reach of their existing practice to garner more clients.
• Many lawyers have a thriving practice in a smaller town, but have difficulty finding locally the high caliber legal talent they need to help handle the work flow.
• Family obligations or other circumstances make it difficult for some attorneys to keep traditional office hours.
• For some attorneys, the international scope of their work demands technological innovation to serve client needs.
• Some attorneys just long to escape the snow in the winter or the heat in the summer without interrupting their law practice. […]

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Systematize to Optimize Your Legal Practice – Part 3

2019-03-11T22:13:59+00:00By Debra L. Bruce, JD, PCC.|

In this issue of “Raising the Bar”, Debra L. Bruce continues with the final part of her series which addresses how law office systems work to provide improved efficiency, increased quality control, and cost reductions. Part 1 focused on “Why Systems Matter”, Part 2 introduced “How to Employ Systems”, and this final part continues with some additional steps to “Employ the Systems”. If you missed Parts 1 or 2, follow the links on our blog to read them.

1. Stop recreating redundant letters and emails. All lawyers have forms as starting points for longer documents like interrogatories or purchase and sale agreements. Many continue to prepare common emails and letters from scratch, however. Even if they will need some customization, design forms for frequent letters and emails. Begin with one you have already written, or the next time you write one, save an extra copy of it in your forms folder. You’ll be able to whip out future emails more quickly, or let your assistant do the first draft for you to edit. Email forms can be saved in the drafts folder in Outlook (or another email program) for a quick copy and paste into a new email. […]

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