Daily Dispatch

Ask the Experts

What You Need to Know About Client Feedback Programs

By | Sep.01.15 | 1 Comment

Give Feedback

Question: We’d like to start a client feedback program. What do we need to consider when implementing this type of program?

In this edition of “Ask the Experts from the Legal Marketing Association,” Jim Jarrell, Stacy Smith and Ian Turvill lay out the options for setting up a system for gathering and using feedback to improve your relationships — and your profits. READ THE ANSWERS

Well Said!

Referrals: The Sales Investigation Meeting

By | Aug.31.15 | 3 Comments

Well said 2_Attorney at Work

Let’s recap where we left off last time (in my post “When You’re Offered a Referral”): Your friend, Janice Brown, introduced you to a colleague, Jack, whom she believed to have a legal issue you could help with. Beforehand, you discussed with Janice whether she thought he would welcome the contact and how he might benefit from a meeting with you, let alone any ultimate legal advice. The introductory phone call to Jack went well, narrowing the focus on his current problem, and you agreed to meet to discuss it in depth.

It’s Time for That Sales Investigation Meeting. As an overview of some goals to achieve in your meeting with Jack, remember to reconfirm that the securities issue remains his priority — but be prepared to abandon it in favor of whatever is most pressing now. Whatever issue commands the agenda, learn the hard deadline for a solution and lead Jack through a dialog that results in him quantifying the economic importance of the problem. This not only reconfirms its priority, but also establishes a very high ROI for the cost:value relationship for your legal fees. … READ THE REST

Friday 5+ Tech Tips

Tech Tips for Teams: Smart Collaboration Tools

By | Aug.28.15 | 0 Comments

Tech Tips Friday Five

In Friday Five+ Tech Tips, we invite law practice management and technology experts to share their favorite tips and tricks for tackling everyday quandaries that can prevent you from keeping your practice humming along smoothly. In the end, of course, it’s all about teamwork — and that’s this month’s Tech Tips 5+ topic. We asked a dream team of law practice technology pros for their best advice on collaboration tools for lawyers.

Here’s what’s up the sleeves of team members Heidi Alexander, Tom Lambotte, Tom Mighell, Jim Calloway, Dan Pinnington and Nora Regis. … … READ THE REST

Curmudgeon's Perspective

The Lawyer Who Liked to “One-Up”

By | Aug.27.15 | 0 Comments

Otto Sorts

“I never seem to get it right enough with him,” Sara told me, as she expressed her frustrations about being on Terry’s case team. “He always has to do it better than me.”

I nodded. Terry was an ace litigator, hardworking, controlling and driven to win at everything. We had even stopped inviting him to poker night, where several of us got together to play cards, opine about life and drink a little too much. With quarter bets and a $30 limit, usually everyone could play all night. When Terry was there, though, half of us were out within the first few hours, and he wasn’t a particularly graceful winner. His need to win made the nights he was there less fun. … READ THE REST

Managing Product Review

A TechHit One-Two Punch: SimplyFile and MessageSave

By | Aug.26.15 | 0 Comments


TechHit is a San Francisco company that builds applications emanating from Microsoft Outlook. This approach works especially well in the legal field, where most lawyers still prefer, or are forced, to use Microsoft Office. While an impressive product in its own right, Outlook still lacks certain efficiencies. TechHit aims to add those efficiencies — and for the classically trained lawyer it will be a big hit.

If you’ve been using Outlook for a while, and wish to be knocked out by straightforward yet highly effective add-ons, it’s a good bet TechHit can sate your desire. If you’re new to Outlook, affiliating with TechHit means you’ll never have to know the pain that the rest of us have felt.

TechHit offers a number of different products, but this overview focuses mostly on its two major applications: SimplyFile and MessageSave…. READ THE REST

Productivity Tips

Distraction Junkie? Managing Your Worst Time Bandit

By | Aug.25.15 | 0 Comments

Money and Time

In his recent book “The Time Bandit Solution: Recovering Stolen Time You Never Knew You Had,” Edward G. Brown presents a step-by-step lesson in recovering lost time — including how to prevent interruptions from sapping your productivity and satisfaction.We asked the time management expert for a few tips on managing distractions. Wouldn’t you know it? He says the biggest time thief of all is … you.

Recapture Your Wandering Mind. Bored with the project at hand. Worrying about an ailing relative. Wishing you had help. Anxious to hear if you landed the new client. Hungry. Hot. Unless you are remarkably focused, you are going to be tempted to let your mind wander. … READ THE REST