21st Century Methods for Onboarding Clients – Guest Lecture with Jared Correia

How do you onboard modern clients in the 21st Century? In today’s podcast you will learn about what clients value. Do they want speed, responsiveness, mobile access? Do they want intake options such as online forms, chatbots, text messaging? How do you create and respond to the client’s journey from finding you through resolution? You’ll learn all this more today. Listen and learn.

30 Seconds from Death: The Formula for Being a Happier Lawyer

On a cold Tuesday afternoon, just three years after I graduated from law school, I heard code red called in the ER. The code was for me. I was 30 seconds from death: veins collapsed, no blood pressure, 30 pounds under weight, metabolic acidosis prevailed, 32 ounces of blood lost daily, and no ability to sit upright or walk. I was 28 years old and knew nothing about how my reactions cause outcomes. Not knowing almost killed me. Years of stress and anger had taken their toll…..

The 4-Hour-Per-Day Rule (With a Sample Download)

Practicing law for the first time comes with its fair share of stressors and unknowns. One of the first things you’ll need to determine is how much you can expect to charge for your services. Will you be able to set an hourly rate that’s reasonable for an attorney in your area, and provides enough income to meet your needs? (Includes sample forms)

How to Avoid Friction and Chaos in the Family When You Work From Home

Working from home can be an amazing experience if it is planned correctly; an unmitigated disaster if it’s not. More importantly, if handled incorrectly there can be a lot of friction in your home. Why? Because, while your spouse and kids go off to work and school to then come home to their ‘sanctuary’, you are carefully and thoughtfully converting your sanctuary into a work space for a finite number of hours each day. This is a major psychological challenge. How do you do it successfully?

Ditching the Disclaimer

What goes in your professional email? What if your email server occasionally marks something as “read” which in fact has not been read? How do you respond to that? Should you include your email signature every single time or only the first time you respond? What belongs and does not belong in an email signature? What about typos? When does an email become too long and you’d be better off just writing a proper letter? What about graphics in email signatures? Or funny quotations?

And what about that long list of disclaimers many of us lawyers append to every single email signature?

It’s My File, Not Yours!

You’ve just been through some very intense contract negotiations for a new client and now that things are wrapping up, this client thought the time was right to let you know that once your work is complete, you are to turn over everything in your file. In short, you’ve just been informed you are not to retain anything relating to this matter. As a risk guy, I now have serious concerns. If you comply, how in the world could you defend yourself in a subsequent malpractice claim? Remember, the client will have complete control of the file. Admittedly, this kind of situation doesn’t happen often; but it does happen. So, let’s talk about your options if you ever find yourself in a similar pickle.

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