On Balance

Finding Work-Life Balance as a Solo: Ethics Tips

By Megan Zavieh

If you ever worked in a large law firm (think BigLaw), it probably looked like balance would be much easier to achieve outside that institution. What a shock, then, to find out that work-life balance as a solo attorney is no easier to find, even without a senior partner breathing down your neck.

Plus, your own failure to maintain work-life balance as a solo attorney can create thorny ethics problems.

work life balance as a solo attorney with scale

What Balance? The Added Burden for Solo Practice

Work-life balance is such a great catchphrase, encapsulating the struggle we all face as we walk the tightrope between our careers and personal lives.

In today’s technology-driven world, work-life balance might seem nonexistent. You may not work in a big firm or have a boss sending you emails at all hours, but when you’re solo and everything you do comes through your smartphone, it is very hard to turn off work.

Many law firms are increasingly adopting collaboration tools and legal outsourcing to enhance productivity and manage their workflows effectively.

Every lawyer lives in some level of fear of dropping the ball for a client — missing a deadline, blowing a statute, failing to spot a key issue. These fears creep into efforts to maintain a normal life outside of work. And as a solo, no one is there to pick up your slack if you let a business opportunity pass you by, adding to your stress and difficulty drawing a line. You bear the burden of knowing the success of your practice — and your ability to make the rent each month — depends on your efforts alone.

In addition to keeping up with existing clients, you feel you can’t afford to miss a single potential client call or appointment.

Five Stress-Busting Tips for Finding Work-Life Balance as a Solo Attorney

There is a lot of advice out there for developing work-life balance, but here are some tips specific to solo lawyers to help you ease the stress and avoid ethics complaints.

1. Find a backup lawyer.

You may have no interest in entering into a partnership with another lawyer, but you can be a little less solo. Look into forming an alliance with another solo who can be there when you cannot. This could be a friend who steps in when you take a vacation — a real vacation — or someone you meet up with regularly to help you keep on top of all your tasks. Having a backup can help with malpractice premiums, too.

2. Get support from someone outside the profession.

Sometimes you don’t need a lawyer to back you up, just someone to keep you on track and pick up slack. Much of the work formerly delegated by solos to support staff is now done using computers and apps, so a lot of solo lawyers have no staff. While that’s great for overhead, it is lousy when you have a brief to write and a pile of phone messages to return. Recruit someone part-time, hire a virtual assistant, or find a willing friend or family member who can step in when you just can’t get to everything and everyone. Their help can keep you in compliance with your ethics obligations, such as diligence and competence requirements. Even if your assistant does nothing more than return phone calls and set up times for you to call the person, the stress will be relieved and relationships saved. Saving relationships is key to keeping discipline complaints at bay.

3. Calendar everything.

Staying on track and not missing deadlines, no matter if you are completely alone or have backup, requires an organized calendar. If you write down everything (and I do mean everything) that needs to be done, you are far less likely to miss something. That alone helps keep you in compliance with your ethics obligations to represent clients with competence. When it comes to balancing your life, if you get in the habit of calendaring effectively, you will come to rely on the calendar and know that it is complete and up to date. This will considerably reduce stress and fear — in turn, increasing balance.

4. “Routinize” your practice.

Following on the theme of organizing your calendar, create processes and routines for everything in your practice. This takes some serious time and effort at the start, but the more process-oriented your practice is, the easier it will be to sit back and know that your work is taken care of so you can get in some real-life time. Routines also up the odds that you are fulfilling your ethical duties.

5. Prioritize your life.

It is natural to panic about work as a solo, precisely because you have no safety net. Unfortunately, this means it is very easy to get so wrapped up in your work that you lose perspective on your life. This can lead to crushing stress, which, ultimately, causes a lot of lawyers to make mistakes that can lead to ethics complaints. Make living your life outside of work a priority or work will consume you.

Productivity Strategies for Solo Attorneys

As a solo attorney, managing your time effectively is crucial to achieving a better work-life balance. Here are some productivity strategies to help you stay on top of your work:

  • Set Clear Goals and Priorities: Start your day by setting specific, measurable and achievable goals. This will help you focus on what needs to be done and allocate your time accordingly. Clear goals can guide your daily activities and ensure that you are working towards your larger objectives.

  • Use a Task Management System: Utilize a task management tool like Trello, Asana, or Todoist to organize your tasks and deadlines. These tools can help you stay on track and ensure that you don’t miss any important deadlines. By keeping all your tasks in one place, you can easily prioritize and manage your workload.

  • Break Tasks into Smaller Chunks: Large tasks can be overwhelming and may lead to procrastination. Break them down into smaller, manageable chunks, and focus on completing one chunk at a time. This approach makes tasks more manageable and can help you maintain momentum throughout the day.

  • Eliminate Distractions: Identify potential distractions, such as social media or email notifications, and eliminate them while you work. Use tools like website blockers or apps that help you stay focused. Minimizing distractions can significantly boost your productivity and help you maintain a healthy work-life balance.

  • Take Breaks: Taking regular breaks can help you recharge and maintain your productivity. Use your breaks to do something enjoyable or relaxing, such as taking a walk or reading a book. Regular breaks can prevent burnout and keep you energized throughout the day.

Effective Time-Management Techniques

Effective time management is essential for solo attorneys who want to achieve a better work-life balance. Here are some time-management techniques to help you make the most of your time:

  • Use the Pomodoro Technique: This technique involves working in focused 25-minute increments, followed by a 5-minute break. It can help you stay focused and avoid burnout, enhance your concentration, and ensure steady progress on your tasks.

  • Schedule Your Day: Plan out your day the night before or first thing in the morning. This will help you prioritize your tasks and make the most of your time. A well-structured schedule can provide a clear roadmap for your day and help you stay organized.

  • Batch Similar Tasks: Group similar tasks together and complete them in one session. This can help you save time and reduce stress. Batching tasks can minimize context switching and increase your efficiency.

  • Learn to Say No: Don’t take on too much at once. Learn to say no to tasks that are not essential or that you cannot realistically complete. Setting boundaries is crucial for maintaining a reasonable work-life balance and ensuring that you can focus on your most important tasks.

  • Use Technology to Your Advantage: Use existing features in your practice management software or Office 365 subscription to help you stay organized and on track. Simple tools like reminders, email folders and calendars can streamline your workflow and help you manage your time more effectively. Generative AI apps can also help with routine tasks.

Delegation and Outsourcing: Sharing the Load

As a solo attorney, it’s essential to recognize that you can’t do everything on your own. Delegation and outsourcing can help you share the load and achieve a better work-life balance. Here are some tasks that you can delegate or outsource:

  • Administrative Tasks: Consider hiring a virtual assistant or outsourcing administrative tasks like email management, calendar organization, and data entry. Delegating these tasks can free up your time to focus on more critical aspects of your practice.

  • Bookkeeping and Accounting: Hire a bookkeeper or accountant to handle your financial tasks, such as invoicing, expense tracking, and tax preparation. Professional assistance with financial tasks can ensure accuracy and save you time.

  • Marketing and Social Media: Outsource your marketing and social media tasks to a professional who can help you create and implement a marketing strategy. Effective marketing can drive business development while allowing you to concentrate on your legal work.

  • Research and Document Preparation: Consider hiring a research assistant or outsourcing document preparation tasks to a professional. This can help you manage your workload more efficiently and ensure that your legal documents are prepared accurately.

Leveraging Technology for Better Work-Life Balance

Technology can be a powerful tool for solo attorneys who want to achieve a better work-life balance. Here are some ways to leverage technology to your advantage:

  • Automate Repetitive Tasks: Use automation tools to automate repetitive tasks, such as data entry, email management, and bookkeeping. Automation can save you time and reduce the risk of errors, allowing you to focus on more strategic activities.

  • Use Time Tracking Software: Time tracking software can help you track your time and stay focused on your tasks. By monitoring how you spend your time, you can identify areas for improvement and optimize your productivity.

  • Utilize Videoconferencing Tools: Videoconferencing tools can help you stay connected with clients and colleagues remotely, reducing the need for in-person meetings. This can save you time and provide more flexibility in your schedule.

Building a Support Network

As a solo attorney, it’s essential to build a support network of colleagues, mentors, and friends who can help you navigate the challenges of solo practice. Here are some ways to build a support network:

  • Join a Solo Attorney Community: Join online communities or local organizations for solo attorneys to connect with others who face similar challenges. These communities can provide valuable support, advice, and resources.

  • Find a Mentor: Find a mentor who can offer guidance, advice, and support as you navigate the challenges of solo practice. A mentor can share their experiences and help you develop your legal expertise.

  • Attend Networking Events: Attend networking events, conferences, and seminars to connect with other attorneys and professionals in your industry. Networking can open up opportunities for collaboration and business development.

  • Prioritize Self-Care: Remember to prioritize your own self-care and well-being. Make time for activities that bring you joy and help you relax. Taking care of your overall well-being is crucial for maintaining a healthy work-life balance and ensuring that you can perform at your best.

By implementing these strategies, solo attorneys can achieve a better work-life balance, enhance their legal practice, and improve their overall well-being.

Achieving a Healthy Work-Life Balance Makes for Better Lawyers

Before you discount the idea of work-life balance as somehow taking away from your shark-like image of yourself as a lawyer, realize that the steps you can take to keep your life in balance actually make you a more effective lawyer. A sleep-deprived, stressed-out lawyer is going to miss issues, miss deadlines, constantly play catch-up, and spend significant energy and time (and perhaps money) attempting to appease angry clients.

Many lawyers find that their experiences in law school significantly influence their approach to work-life balance in their careers.

Read “5 Apps to Help You Sleep Famously” and “Escaping the Overworked and Overwhelmed Cycle.”

If you are a lawyer with all of your ducks in a row — one who makes time to hit the gym, have dinner at home and play with your children — you are going to be calmer and more focused at your desk, in meetings and in the courtroom.

Illustration ©iStockPhoto.com

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Megan Zavieh Megan Zavieh

Megan Zavieh is the creator and author of “The Playbook: The California Bar Discipline System Practice Guide.” At Zavieh Law, she focuses her practice exclusively on attorney ethics, providing representation to attorneys facing disciplinary action and guidance on questions of legal ethics. Megan is admitted to practice in California, Georgia, New York and New Jersey, as well as in multiple federal courts and the U.S. Supreme Court. Her latest book, “The Modern Lawyer: Ethics and Technology in an Evolving World,” (ABA 2021 ) covers how to run a modern practice while staying in line with current ethics rules. She podcasts on Lawyers Gone Ethical, blogs on ethics at California State Bar Defense and tweets @ZaviehLaw.

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