Daily Dispatch


Law Practice Management

Would You Pass a Trust Account Audit?

By | Apr.16.14 | 0 Comments

checklist

Every lawyer knows mismanaging a trust account (IOLTA) can have terrible consequences. However, most lawyers receive little or no training in how to manage a trust account before opening one of their own. Law schools don’t address this in enough detail — at least based on the blank looks received when I mention trust accounting to new grads. And only the enlightened bar associations conduct a hands-on, mud-up-to-your-elbows trust accounting class for all new lawyers. (I think they need to turn it up a notch and get a little muddier.)

Recently, Megan Zavieh wrote here about the possibility of enforced random trust account audits in California. All of which begs the question, “Are your trust accounting practices sufficient?” … READ MORE

Ask the Experts

I Landed the Sales Opportunity, So Now What?

By | Apr.15.14 | 1 Comment

sales opportunity

Question: “After several networking lunches and casual meetings with a potential client, she invited me to come meet with her and her staff to “tell us what you can do for us.” What should I do? How can I make sure I stand out and get the work?” In this edition of “Ask the Experts” we hear from Legal Marketing Association members Stacy Smith, Jim Jarrell and Paul Bonner. …READ THEIR ANSWERS


The Welcome Mat

Instilling Client Confidence in Your Practice

By | Apr.14.14 | 0 Comments

The Welcome Mat

In this series, Oklahoma attorney Noble McIntyre has been offering tips on rolling out the welcome mat for clients and prospective clients. His first two posts provided pointers on phone etiquette and office appearance — but it’s the people in your firm who set the tone. In this installment, Noble looks at how their behavior can help instill client confidence.

In every interaction with a client, the people involved are the most important element. And on the firm’s side, it’s not just about you, the client’s lawyer, but about the other people in your office, too. … READ MORE


The Friday Five

What’s the Buzz with Legal Marketing?

By | Apr.11.14 | 1 Comment

Friday Five

The Legal Marketing Association (LMA) held its annual conference last week in Orlando, Florida, attended by more than 1,200 professional marketers. The buzz focused on a range of topics, from adapting to the “new normal” and sophisticated pricing strategies to using technology to market legal services and considering generational differences in your marketing message.

1. New normal. Jordan Furlong of Law21 and Edge International presented an audience of chief marketing officers with a startling image of two worlds colliding. The client’s world, driven by the need to reduce costs and improve efficiency is crashing into the law firm world, characterized by the billable hour, a reluctance to change and well-established client service delivery methods. READ MORE


PRODUCT SPOTLIGHT Q&A

MyCase GM Matt Spiegel: What Are You Working On?

By | Mar.28.14 | 0 Comments

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In our Spotlight Q&A, Attorney at Work interviews leaders in the legal technology industry to find out what makes them tick as entrepreneurs and businesspeople — and what they’re planning next. MyCase’s Matt Spiegel was a busy practicing lawyer before digging in full time to launch MyCase in 2010. While Matt’s law firm continues to thrive, these days he focuses mainly on his role as Founder and GM of MyCase, leading the overall direction of the company and its namesake practice management software. READ MORE


Product Spotlight Q&A

NetDocuments’ Bradlee Duncan: Creativity at Work

By | Mar.26.14 | 0 Comments

NetDocuments Product Manager Bradlee Duncan

In Attorney at Work’s Spotlight Q&A, we talk with the people inspiring, driving and creating the next new things in the legal technology industry — like NetDocuments’ Product Manager Bradlee Duncan.

During his dozen-plus years with NetDocuments, Bradlee has held a few titles: Quality Assurance Engineer, Customer Support Tech, Professional Services Consultant and Trainer. “The cross-functional knowledge has helped me understand our users as well as our infrastructure requirements when evaluating a new feature request,” he says.

READ THE INTERVIEW