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Strategies For Taking Charge Of Your Life And Law Practice
 

Strategies For Taking Charge Of Your Life And Law Practice

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Cynthia Sharp discusses practice management and activity mastery strategies that you can incorporate immediately into your practice as well as day to day personal lives. She shows you tools for ...

Cynthia Sharp discusses practice management and activity mastery strategies that you can incorporate immediately into your practice as well as day to day personal lives. She shows you tools for organization and self management with a detailed explanation of how the diligent and persistent use of these tools can help you achieve balance in personal as well as professional lives.

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    Strategies For Taking Charge Of Your Life And Law Practice Strategies For Taking Charge Of Your Life And Law Practice Presentation Transcript

    • Presented by Cynthia Sharp • Professional CLE Speaker • Attorney Business CoachWednesday, December 19, 2012
    • Wednesday, December 19, 2012
    • Strategies for Taking Charge of Your Life and Law Practice Event Sponsor: December 19, 2012Wednesday, December 19, 2012
    • Business Expertise • Business Creator • Business Operator • Business Innovator • People Developer 4Wednesday, December 19, 2012
    • Strategic Skills • Manage client expectations • Create a culture of client communication • Deliver top notch client service • Develop a powerful & loyal staff • Stay on top of pending cases • Minimize daily stress & irritation 5Wednesday, December 19, 2012
    • 2 Top Areas of Ethics Complaints MRPC 1.4 Failure to Communicate MRPC 1.3 Lack of Diligence 6Wednesday, December 19, 2012
    • “Insanity: doing the same thing over and over again and expecting different results.” - Albert Einstein 7Wednesday, December 19, 2012
    • MRPC 1.3 “A lawyer shall act with reasonable diligence and promptness in representing a client.” 8Wednesday, December 19, 2012
    • Symptoms of Lack of Diligence • Failure to timely file pleadings • Missed court appearances/meetings • Files have grown mold • Numerous requests for extension 9Wednesday, December 19, 2012
    • Causes of Lack of Diligence • Too much work • Procrastination • Disorganization • Incompetency • Personal issues 10Wednesday, December 19, 2012
    • “Procrastination is a mechanism for coping with the anxiety associated with starting or completing any task or decision.” - Neil Fiore, Ph.D. 11Wednesday, December 19, 2012
    • 12Wednesday, December 19, 2012
    • MRPC 1.1 Competence “To maintain the requisite knowledge and skill, a lawyer should keep abreast of changes in the law and its practice, including the benefits and risks associated with relevant technology, engage in continuing study and education and comply with all continuing legal education requirements to which the lawyer is subject.” - Comment 6 to MRPC 1.1 (as amended) 13Wednesday, December 19, 2012
    • Activity Management Concept - Covey Quadrant I. II. Urgent/Important Not Urgent/Important III. IV. Urgent/Not Important Not Urgent/Not Important 14Wednesday, December 19, 2012
    • The One Year Challenge 15Wednesday, December 19, 2012
    • The One Year Challenge 16Wednesday, December 19, 2012
    • The Ideal Week 17Wednesday, December 19, 2012
    • The Ideal Week 18Wednesday, December 19, 2012
    • Take Charge Plan 19Wednesday, December 19, 2012
    • Branding Tip: Create a Culture of Communication 20Wednesday, December 19, 2012
    • Communication “... A lawyer should promptly respond to or acknowledge client communications.” - Comment [4] of MRPC 1.4 (as amended) 21Wednesday, December 19, 2012
    • Duties to Prospective Clients “...[a] person becomes a prospective client by consulting with a lawyer about a client-lawyer relationship with respect to a matter”. - Comment 2 to MRPC 1.18 (as amended) 22Wednesday, December 19, 2012
    • 23Wednesday, December 19, 2012
    • Strong Case Management System 24Wednesday, December 19, 2012
    • Develop Rapport 25Wednesday, December 19, 2012
    • Ask Open Ended Questions 26Wednesday, December 19, 2012
    • Listen Actively 27Wednesday, December 19, 2012
    • Keep Client Informed 28Wednesday, December 19, 2012
    • Defining The Terms of Client Service • Retainer Agreement • Non-engagement Letter • Termination Letter 29Wednesday, December 19, 2012
    • Retainer Agreement • Responsibilities of Lawyer • Obligations of Client • Scope of Representation • Lay Out Stages of Case • Payment of Costs • Retainer Policy • Billing and Payment Policies 30Wednesday, December 19, 2012
    • Retainer Agreement • Grounds for Withdrawal • Nonpayment • Client Misrepresentation • Failure to Cooperate • Client Requests Unethical Behavior • Include Sunset Provision • New Agreement for Each Matter 31Wednesday, December 19, 2012
    • Non-Engagement Letter • Anytime You Don’t Accept Matter • Recommend Second Opinion • Be Brief and Polite • Record of Transmittal 32Wednesday, December 19, 2012
    • Termination Letter • Reason for Termination • Conclusion • Nonpayment • Conflict Discovery • Client Terminates • Failure to Cooperate 33Wednesday, December 19, 2012
    • Termination Letter • How to Obtain File • Status of Fees • Client Satisfaction Survey • Ask for Referral • Ask for Testimonial 34Wednesday, December 19, 2012
    • Client Relations • Welcome Letter • Client Satisfaction Survey • Phone Appointments 35Wednesday, December 19, 2012
    • Four Decisions • Decide what you want • Decide what you will give up to get what you want • Decide to take personal responsibility • Decide what value and service you are going to offer 36Wednesday, December 19, 2012
    • Work/Life Balance 37Wednesday, December 19, 2012
    • Questions?Wednesday, December 19, 2012
    • Connect with Cindy like us follow us connect with us follow us share with us The Sharper LawyerWednesday, December 19, 2012
    • The Sharper Lawyer now offers a complimentary half hour coaching session. Email Cindy for more details! cindy@thesharperlawyer.comWednesday, December 19, 2012
    • Thank You The Sharper Lawyer www.thesharperlawyer.com 41Wednesday, December 19, 2012