What Clients Want: Managing Legal Consumer Expectations in 2019-2020 – Guest Lecture(s) with Jared Correia

Jarred and I have recorded five free guest lectures covering the vast topic of  What (Clients) Want: Managing  Legal Consumer Expectations in 2019-2020.  It is nearly five hours of us discussing in depth: How Legal Consumers Find Law Firms What Legal Consumers Want Marketing Requirements for a Modern Law Firm Intake Procedures/Forms How Modern Law […]

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.

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?

Shouting Into the Wind – How Not to Market Your Solo/Small Firm

Marketing is job #1 for small firm attorneys and solos. It’s a simple equation: no marketing = no clients, and no clients = no firm. But, quite frankly, marketing can really suck.

There’s a cacophony of BigLaw websites, advertising, and social media drowning out small firm voices. And then there are about a million new small firm sites every single day. Not to mention that referrals from other lawyers and professionals can be tough to come by when everyone knows an attorney or ten who do what you do. And don’t forget the do-it-yourself options like LegalZoom and Findlaw.

How do you make yourself heard amongst all that noise? There’s no point shouting into the wind. You can’t make yourself louder than everyone else, so don’t bother trying.

Need to Protect Sensitive Data? Get it Out of Your Office.

When people think of high-profile hacks, their minds don’t usually drift to the legal world. However, recent security breaches at several large firms, including Cravath, Swaine & Moore LLP and Weil, Gotshal & Manges LLP, have highlighted the vulnerabilities law firms face. In fact, after one such event, Manhattan US Attorney Preet Bharara said the incident “should serve as a wake-up call for law firms around the world: you are and will be targets of cyber hacking, because you have information valuable to would-be criminals.”

Law Firm Cash Flow: You Should Aim for “90 in 90”

As a veteran of nearly 39 years of real law practice (by “real” I mean a broad general practice serving the general public, small businesses, families, and individuals in a myriad of contract, trial, and appellate matters), I know the importance of cash flow.

In my quest for financial security and success, I have perused every bar journal article, attended numerous practice management CLE’s, and varied my approach to billing and collections to see what worked. Find out what I learned.

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