I have created quite a number of checklists for firm management over the years and provide them to PBA members when needed. Probably best known are my extensive checklists for starting a practice and closing a practice. But I have
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Getting Started: Implementing a Records Management Policy
Does your firm have an alarming number of closed files in storage? Is the cost of maintaining them rising steadily? Are people at the firm leaving …
HIT THE ROAD, JACK!
Ethical issues sometimes come into play where travel is concerned. Has your firm thought about, codified and communicated how to handle such issues? https://tinyurl.com/y2krss5b
Upcoming Seminar Presentations
I have been asked repeatedly to publish my upcoming seminars. That’s because many attorneys will travel to a nearby county to hear a presentation that was never offered or they have missed in their own county. Honestly, with my hectic
Battle of the Generations — Differing Perspectives on Competing in a Matured Marketplacer
From a marketing perspective, you need to acknowledge right now that the marketplace itself is transitioning. Millennials are increasingly running your client base. In an article (more) ….
Is This Going To Be a Better Year?
How were last year’s results at your firm? Were they what you expected? Are you noticing a trend – positive or negative – over previous years? The longer you wait to react… Read more
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WHAT’S YOUR MANAGEMENT STYLE?
When did you last perform a self-examination of your firm’s management style? Hopefully, you’re not at the under-managed or over-managed ends of the spectrum. Are there areas of management you could improve upon? Create a plan to do so. Not
COMMUNICATE YOUR EXPECTATIONS CLEARLY
What you think you’re communicating may not be the message that’s being heard. The partners at firm I was helping said they consistently stressed to their associates important criteria such as taking on management responsibilities, developing a book of business,
The Art of Making Imperfect Decisions
Indecision and procrastination have quite a bit in common because both presuppose that there is perfection looming ahead in terms of either a process or an answer. One tends to want to wait to find it before proceeding. This can
Attorneys: Get 2 MCLE Ethics Credits
Protecting Client Property
Attorneys: Get 2 MCLE ethics credits and find out everything you should know and want to know about proper handling of client property. The Montgomery Bar Solo/Small Firm Practice Committee is presenting “HANDLE WITH C.A.R.E. — Cash