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Everything You didn’t learn in law school

Learn how to organize your law office for maximum efficiency and effectiveness. Topics include file organization, calendar management, time tracking, office management, client communication, marketing, technology, data security, and additional resources.

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Everything You didn’t learn in law school

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  1. Everything You didn’t learn in law school Massachusetts Law Office Management Assistance Program www.masslomap.org Facebook.com/MassLOMAP LinkedIn.com/company/Mass-LOMAP @MassLOMAP

  2. LOMAP Services FREE and CONFIDENTIAL www.masslomap.org/blog LoMac eNewsletter Professionalism Materials Start-Up Kit

  3. Agenda • Office Organization • Client Communication • Marketing • Technology • Data Security • Additional Resources

  4. Better Not . . .

  5. Office Organization How to efficiently and effectively organize your practice.

  6. Filing System • Organizing Files + Folders • Naming Conventions • Lost + Found • Paperful vs Paperless vs Hybrid • Document Management Program

  7. Calendar Management • Your Activity Hub • What to Track • Appointments • Court dates • Statutes of limitation • Self-imposed deadlines • Using Ticklers • Back It Up • In Sync

  8. Tracking Time • Always (regardless of billing type) • Completely • Contemporaneously • Electronically

  9. Office Management • Working with Staff • Working with Supervisors • Collegiality – It pays to be nice! • Basic Human Resources • Ethical Duties

  10. Client Communication Get ‘em in, get ‘em happy, and keep ‘em comin’!

  11. Client Contact Management • Intake Process • Conflict Checking • Follow Up

  12. Client Education • Attorney + Client Responsibilities to the Matter • Confidentiality • Timeliness • Boundaries • Technology

  13. Documenting the Relationship • Disclosures • Fee Agreements • Non-engagement Letters • Memorializing Course of Decisionmaking • Disengagement Letters • Attorney Notes to File • Create a Record!

  14. Billing • Types + Sorts • Billable hour • Flat fee • Unbundled • AFA • Hybrid • The Art of Drafting Bills • The Science of Sending Bills • Collection

  15. Marketing Know what you’re selling and how to sell it.

  16. Networking • Elevator Pitch • In-Person vs Online • Associations + Organizations • The Importance of Referrals

  17. Traditional vs Online • Advertisements • Content Marketing • Storefront/Website • Networking/Social Media • Publication/Blog

  18. Return on Investment • $ + Time = $ • Formulae • Analysis • Budgeting • Tools

  19. Ethical Considerations • False or Misleading • 2-Year Rule • Solicitation • Practice Areas • Limited Liability Entities

  20. Technology Boost productivity and organization with technology.

  21. Generally • The Future Present of Law Practice • ABA Model Rule 1.1: Competence • Productivity • Mobility • Security

  22. Software • Law Practice Management (LPM) • Document Management • Email + Calendaring • Time + Billing • Financial Management • Customer Relationship Management (CRM)

  23. Paperless Office • Scanning + Scanners • PDF w/ OCR • Naming Conventions • Folder Architecture • Form Creation • Electronic Signing

  24. Mobile • Remote Access • Time Capture • Productivity • Security

  25. Data Security Maintain client confidences and protect firm data.

  26. Confidentiality • It’s the Client’s File • Retention • Disposition

  27. The Cloud • Pros + Cons • Ethics • Encryption

  28. Data Protection Rules • Statutory Authority • M.G.L. c. 93H + 93I • 201 C.M.R. 17.00 • SJC Interim Guidelines • Applications

  29. Data Backup • Redundancy v Backup • Local • Cloud • Testing

  30. Additional Resources Finding the resources you need.

  31. Resources • Ethics • Board of Bar Overseers/ Office of Bar Counsel • Massachusetts IOLTA Committee • Legal Research + Education • Social Law Library • MCLE • West’s Mass. Practice Handbook • Massachusetts Lawyers Weekly • Communities • Bar Associations • Local, State, National, Practice Area-specific • Social Media Groups • Listservs

  32. Better Yet . . .

  33. Good luck! Toll Free 1.888.54.LOMAP Info@masslomap.org www.masslomap.org Facebook.com/MassLOMAP LinkedIn.com/company/Mass-LOMAP @MassLOMAP @RodneyDowell @JaredCorreia @HeidiAlexander

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