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Practice Management Tips - PowerPoint PPT Presentation


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Practice Management Tips. By Hal Davis. Look at the bright side!. Instead of a lawyer, you could be …. An accountant!. A photographer!. A bungee jumper!. A golf caddy!. A construction worker!. A computer geek in a cubicle!. A jungle guide!. A hot air baloonist!. A train engineer!.

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Presentation Transcript
look at the bright side
Look at the bright side!
  • Instead of a lawyer, you could be …
1 standards are your friend
1. Standards are your friend
  • Hardware
  • Software
  • Checklist
  • Forms
2 use your lowest common denominator
2. Use YOUR lowest common denominator
  • Word processor
  • Spreadsheet
  • Voicemail
  • Accounting
3 do it right the first time or
3. Do it right the first time … or
  • Do it over …
  • And over …
  • And over …
  • And over
4 get religion use a bible
4. Get religion … use a bible
  • Become a slave to the system
  • Checklist
  • Forms
5 essential practice components
5. Essential practice components
  • Bible (checklist and forms)
  • Contacts
  • Calendar
  • Task list
  • Filing system
  • Notes
6 accounting
6. Accounting
  • By hand
  • Excel spreadsheets
  • Money by Microsoft
  • Quicken by Intuit
  • Quickbooks by Intuit
  • Legal billing system
7 scan everything
7. Scan everything
  • Not paperless!
  • Less paper!
8 use templates not macros
8. Use templates, not macros
  • It is easier to delete than create
  • Make templates complex
  • Keep macros simple
9 don t create documents one at a time
9. Don’t create documents one at a time
  • Use merge feature
  • Use section feature
10 use autotext
10. Use autotext
  • Addresses
  • Letterhead
  • Case headings
  • Certificates of service
  • Jurat
11 use these nifty tools
11. Use these nifty tools
  • DYMO labelwriter
  • Scanner
  • Thumb drive
  • Mirrored hard drive
  • Digital dictaphone
  • Emporer’s copy machine
  • Emporer’s fax machine
  • Emporer’s credit card reader
12 no man is an island
12. No man is an island
  • Technolawyer
  • Listserves