lawyers Archives

21 04, 2008

Clues You Can Use to Soothe Clashes

2008-04-21T15:47:31+00:00By Debra L. Bruce, JD, PCC.|Comments Off on Clues You Can Use to Soothe Clashes

We all have someone we have to deal with who is somehow blocking us from getting what we want. It may be opposing counsel, but it may just as likely be our own partner or a staff member who isn’t performing to our expectations. In those situations our frustration levels mount, and some of us sneer or explode. We go from dealing with a difficult person to being a difficult person.

Many such problems can be solved or prevented if we can improve our communication skills. Here are some “clues you can use” to improve your communication and reduce the conflict in your office.

1. Deal with annoyances while they are small.

This concept particularly applies to people we interact with frequently. Sometimes someone does something that annoys us, inconveniences us or hurts us, but because it is a small matter, we think it would be too petty to bring up. By the time it (or something like it) happens the tenth time, we have a big stack of grievances to address, and our emotions run high. We appear to react out of proportion to the incident, but actually we are reacting to ten incidents. Ambrose Bierce, an American author and newspaper columnist, said, “Speak when you are angry and you will make the best speech you will ever regret.” If we simply address the issue the first or second time it occurs, we usually can discuss it calmly, casually and without a lot of emotional investment.

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20 12, 2007

Response to Question about Practice Management Software

2019-02-10T23:12:03+00:00By Debra L. Bruce, JD, PCC.|2 Comments

I received this question from a reader today:”I am a solo practitioner with a very diverse practice. What software system would you recommend for keeping the basic information and notes on my files, plus allowing me to create mail out lists?”

Here is my response:

The two software programs that I see many smaller firm lawyers using successfully are Time Matters and Amicus Attorney. Both programs can help you to keep all the emails, documents, telephone calls, contact information, to-do’s, notes, etc. together by client. You can also use the programs for conflict checking, group mailouts and other practice management activities. Which program will be best for you will, of course, depend on a lot of factors, such as your comfort with technology and the nature of your practice.

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13 12, 2007

Send Holiday Greetings That Really Connect

2019-02-10T23:15:55+00:00By Debra L. Bruce, JD, PCC.|Comments Off on Send Holiday Greetings That Really Connect

The holidays and year end present many opportunities for enhancing existing client relationships and developing new prospects. Many attorneys don’t take full advantage of the opportunities, however, because they fail to invest a little forethought. Here are some ideas to consider if you engage in the venerable tradition of sending out holiday greetings.

When to Send Out Greetings

Although the number of holiday cards sent out has declined over the last decade, it is still difficult to stand out in the flurry of holiday communication. Some lawyers have migrated to sending Thanksgiving cards. What an excellent opportunity to express gratitude for your clients’ trust and confidence in you, as demonstrated by their business. Alternatively, you might choose to adopt the French tradition of sending New Year’s cards. Either way, at least your card won’t be buried in a stack of other cards. If you want to showcase your firm’s experience in representing clients who do business in China, perhaps you should consider sending out Chinese New Year cards.

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10 11, 2007

Who Do I Need to Know and How Do I Meet Them?

2007-11-10T20:27:52+00:00By Debra L. Bruce, JD, PCC.|1 Comment

I. Rule 1.01 of the Texas Disciplinary Rules of Professional Conduct

A lawyer should not accept employment in a matter beyond his/her competence.
Unless: 1.01(a)(1) a competent lawyer is associated with client’s prior informed consent
“Competence” defined as having the ability to timely acquire the necessary knowledge, skill & training.

Need to know: lawyers

That you can call on to give you advice and guidance to expeditiously acquire such additional knowledge, skills and training as you may need.
That you can associate in your client matter with the client’s consent if the matter is too complex to handle on your own.

How do you meet them?

Houston Young Lawyers Association meetings
State and local bar association section meetings.
Solos Supporting Solos.
Call your old professors, especially if you are practicing in the same town. They can answer questions and refer you to other lawyers. They may even be able to help you find employment down the road if you stay in touch. Established lawyers often contact their old professors when they are looking to hire a young lawyer.
Lawyers in firms where your friends are working. Even someone just 2 or 3 years ahead of you can be helpful.
Take on bar association duties or section duties.

Start attending meetings before you have questions, so that you will already have the relationships established before you have the questions. Most of the organizations have student memberships, but very few students take advantage of them. You will stand out as dedicated, plucky, and savvy.

Find ways that you can benefit the lawyers you would like to benefit from. When you do them a favor first, they will want to find a way to benefit you.

Perhaps offer to 2d chair a trial with them for free, or at a very cheap rate.
Handle some of their “dog” cases for them.
Find out what needs or interests they have and try to help get them met.
Baby-sit their kids in […]

22 02, 2007

Trimming Expenses to Fatten the Kitty

2007-02-22T12:37:43+00:00By Debra L. Bruce, JD, PCC.|Comments Off on Trimming Expenses to Fatten the Kitty

Recently I have been getting a number of questions about reducing overhead in law firms, so this article will give you some tips. For a strong first step, get a clear picture of the existing expenses, and determine which of them are necessities, and which are luxuries.

Review and Investigate the Firm Financial Reports

Do you review your firm’s monthly financial reports? Do you really know what the specific numbers on your financial statement represent? Are there some categories that fluctuate pretty dramatically from month to month or year to year? If so, that might indicate some discretionary spending items, and it may be worthwhile to review the expenditures represented by those numbers. It may be appropriate to develop some approval procedures within those categories. Establish a budget and follow-up on over-expenditures to get a real handle on expenses.

By investigating the facts underlying financial reports, lawyers I know have discovered seriously overdue accounts receivable, employees using firm services and accounts for personal purposes, courier services used daily for routine non-urgent transmissions, unnecessary equipment service contracts for nonessential or infrequently used equipment, infrequently used season tickets, and downright embezzlement. (Lawyers are rather common victims of embezzlement.) Some of those expenditures sound deminimus, but with frequent repetition, they add up.

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19 02, 2007

A Year by Design, or by Default?

2019-02-10T23:15:55+00:00By Debra L. Bruce, JD, PCC.|Comments Off on A Year by Design, or by Default?

A bright and talented lawyer lamented: “Where did all the money go?” He was a charismatic guy and had attracted a few good cases. Because he was a skilled lawyer, he enjoyed some success. However, when profits began to dwindle, at first he didn’t notice. Then he didn’t know how to adjust his strategy, because he didn’t really have one.

In the business world, companies can’t get financing if they don’t have a business plan. That’s because bankers know that owners who run their businesses by the seat of the pants are more likely to fail. A business plan doesn’t guarantee success, but in the process of creating one, we establish goals. We consider ways to achieve those goals and how to address the obstacles to achieving them. We set a clear intention about how we want to spend our resources of time, money and talent. That clarity of intention helps us make better decisions when opportunities or obstacles arise. Sometimes during planning we have thought through the consequences of various options in advance. Other times we can ask ourselves, “Is this opportunity more likely to move me toward or away from my goal?”

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12 06, 2006

What Does Marketing Have to Do with Practicing Law?

2006-06-12T11:15:40+00:00By Debra L. Bruce, JD, PCC.|Comments Off on What Does Marketing Have to Do with Practicing Law?

The answer: Everything, if you are a small firm practitioner. How can you practice law without clients? Without marketing, how do you get clients? Most law schools don’t even mention the concept of marketing, much less teach aspiring lawyers how to sell their services. Selling and marketing, in fact, are dirty words among lawyers, being considered cousins of the unethical practice of soliciting.

The reality is, however, that you are probably engaging in marketing every week. The question is, how effective are you at it? Every time you respond to the question, “What do you do?” you are marketing. Every time you meet or greet someone who already knows what you do for a living, you are marketing. What are you advertising about yourself when you are not even talking about your business? Are you communicating by your demeanor and conversation that you are competent and knowledgeable, yet compassionate and trustworthy enough for someone to safely reveal a significant and troubling problem to you? Or do others feel inferior, judged and unimportant in your presence? Which professional would you choose to handle your important concerns?

Instead of marketing unconsciously, get on the road to becoming an effective marketer by following these three tips:

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12 06, 2006

The Biggest Bang for Your Management Buck

2006-06-12T11:14:12+00:00By Debra L. Bruce, JD, PCC.|1 Comment

She tried to maintain her composure, but one large tear betrayed her as it slipped over the brim and slid down her cheek. “Why don’t they ever tell me that?” she asked plaintively. She had just received a positive annual review with quotes read by the firm administrator of the complimentary assessments by the attorneys she worked for. Like that legal secretary, most of us hunger for feedback, yet we are terrified of receiving it.

We have heard a lot over the years about what we do wrong from parents, teachers, bosses, spouses and even strangers. How often do we hear what we do right?

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1 11, 2005

Get Noticed to Get Business

2005-11-01T10:46:49+00:00By Debra L. Bruce, JD, PCC.|Comments Off on Get Noticed to Get Business

An important axiom of marketing is: “Customers do business with people they know, like and trust.” The significance of that axiom swells when you market a professional service instead of a product, because your potential clients can’t see, touch or taste your wares in advance of the purchase. To achieve that coveted status of being known, liked and trusted in advance of providing the service, choose marketing strategies that enhance visibility, credibility, personal relationships and referrals. Clients can’t like and trust you if they don’t know you exist. So this month we’re focusing on how you can augment your visibility to potential clients and referral sources.

The Value of Name Recognition

When you increase your visibility, you increase your name recognition. People gravitate toward names they recognize, even when they don’t remember why they recognize the name. The “I’ve heard of her somewhere” factor pays off. A while back I read an article reporting the polling results about the best lawyers in another city. I recognized the names of many of the lawyers selected, and could confirm the quality of a number of them from personal experience. I also recognized the name of one lawyer in a category that I didn’t have much knowledge about, but I assumed he was good because I had heard of him. Later I saw his name selected in several other categories requiring dramatically different skill sets and knowledge bases. Something seemed awry. With today’s in-depth specialization, rarely can a generalist truly excel in multiple legal practice areas, and this fellow was named among the best in four different areas! On reflection, I recognized that he had been very active in leadership roles in bar and community activities, and was a former State Bar President. He may be a genius and a multi-tasking time management pro, or he may […]

1 08, 2005

Dealing with Distractions

2019-02-10T23:15:54+00:00By Debra L. Bruce, JD, PCC.|Comments Off on Dealing with Distractions

A reader asks for advice on how to deal with distractions. If you, too, have difficulty putting aside distractions, here are a few subjects to investigate for the source of the problem, along with some possible solutions.

Which goals fall by the wayside?

First, let’s look at what goal you get distracted from accomplishing. What is the purpose or goal of that “to-do”? Is it a compelling goal? Is it your goal, or really someone else’s? For a mundane, but common example, let’s say your to-do is to get your messy desk organized. If your purpose for cleaning up your desk is so other people won’t think you are a slob, then that’s just a should, and not very compelling. It really is someone else’s goal, not yours. No wonder you are easily distracted from it! If, on the other hand, your purpose is (i) to get a burst of energy from releasing all those little worry strings tied to every piece of potentially important paper lost on your desk, (ii) to be able to respond promptly, decisively and effectively to challenges that come your way today (leaping tall buildings in a single bound) because you know how to quickly put your hands on every piece of information available to you, or (iii) to avoid repeating the embarrassment you suffered yesterday when a client called and you couldn’t find her file well, those goals sound significantly more compelling. It is easier to keep motivated and on track when we have vivid outcomes in mind. So the next time you have a to-do of reviewing a deed of trust or a routine set of responses to interrogatories (yawn), consider the purpose of your review and the outcome you desire. Ask yourself a few questions: What’s important about this task? What will I be able to […]

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