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Part 1 - Tools for Streamlining and Automating Your Law Practice

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Take stock of your law practice. Where should you be devoting your time? What common tasks drag you down? And most importantly, what can you do to make your law practice more efficient and profitable? Greg will teach you how can understand the systems that run your law firm, and help you identify the issues holding you back.

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Part 1 - Tools for Streamlining and Automating Your Law Practice

  1. 1. Tools for streamlining and automating your law practice March 14, 2017 • Seattle, WA Solo & Small Practice Section Annual CLE Greg McLawsen Managing Attorney
  2. 2. Greg McLawsen Managing Attorney Sound Immigration Twitter: @mclawsen greg@soundimmigration.com www.soundimmigration.com
  3. 3. w w w . s o u n d i m m i g r a t i o n . c o m www.soundimmigration.com/events page 5
  4. 4. w w w . s o u n d i m m i g r a t i o n . c o m Outline Against efficiency Focusing on the goal 01 The lawyer as builder A different framework 02 Känbän Visualize your work-in-production 03 Online kanban tools Start experimenting 04 page 6
  5. 5. The hellish Home Depot vortex.
  6. 6. The sink project
  7. 7. w w w . s o u n d i m m i g r a t i o n . c o m What is the goal? Attorney See my client achieve her goal and be fairly paid for my work Client Close the deal on my property page 9
  8. 8. The lawyer as builder. We manufacture legal products, and that’s a good thing.
  9. 9. w w w . s o u n d i m m i g r a t i o n . c o m The lawyer as builder Historically we have been artisans page 11
  10. 10. We are also builders shipping legal products.
  11. 11. w w w . s o u n d i m m i g r a t i o n . c o m The lawyer as builder Once upon a farm page 13
  12. 12. w w w . s o u n d i m m i g r a t i o n . c o m The lawyer as builder #NotAJoke page 14
  13. 13. w w w . s o u n d i m m i g r a t i o n . c o m The lawyer as builder page 15 Packing station Love note station Handcuff station
  14. 14. The Bottleneck • Card station is the bottleneck • Bottleneck = system constraint
  15. 15. How do we improve? • Subordinate to the constraint • Elevate the constraint
  16. 16. w w w . s o u n d i m m i g r a t i o n . c o m The lawyer as builder page 18 Associate Paralegal Partner
  17. 17. www.soundimmigration.com/lawyers
  18. 18. Känbän The free technology you never knew your firm needed
  19. 19. Kanban Känbän (看板): lit. “signboard.” A way to visualize work in progress.
  20. 20. w w w . s o u n d i m m i g r a t i o n . c o m Känbän page 22 How to kanban
  21. 21. What’s on your plate? What isn’t? To do Doing Waiting Done Client 1 Client 6 Client 8 Client 15 Client 2 Client 7 Client 9 Client 16 Client 3 Client 10 Client 4 Client 11 Client 5 Client 12 Client 13 Client 14
  22. 22. w w w . s o u n d i m m i g r a t i o n . c o m Känbän page 24 Waiting on client Waiting on 3rd party To do Doing Done Client 8 Client 20 Client 1 Client 6 Client 15 Client 9 Client 21 Client 2 Client 7 Client 16 Client 10 Client 3 Client 11 Client 4 Client 12 Client 5 Client 13 Client 14 Our first learning experience.
  23. 23. w w w . s o u n d i m m i g r a t i o n . c o m Känbän page 25 Prospects Waiting on client Waiting on 3rd party Doing Delegated to LPO Filed Holding pattern Done Our current Kanban columns at Sound Immigration
  24. 24. w w w . s o u n d i m m i g r a t i o n . c o m Känbän page 26 Intake Client questionnaire Paralegal draft Senior attorney review Sample Estate Planning Kanban
  25. 25. w w w . s o u n d i m m i g r a t i o n . c o m Känbän page 27 Sample Property Purchase/Sale Kanban Client questionnaire Paralegal draft Senior attorney review Property inspection Appraisal Waiting on other party
  26. 26. Litigation is tricky 1. What’s the next action? 2. Where is the case in its lifecycle? To do Doing Waiting Done Client 1 Client 6 Client 8 Client 15 Client 2 Client 7 Client 9 Client 16 Client 3 Client 10 Client 4 Client 11 Client 5 Client 12 Client 13 Client 14 Investigatio n Discovery Motion Practice Trial prep Client 1 Client 6 Client 8 Client 15 Client 2 Client 7 Client 9 Client 16 Client 3 Client 10 Client 4 Client 11 Client 5 Client 12 Client 13 Client 14 1 2
  27. 27. w w w . s o u n d i m m i g r a t i o n . c o m Känbän page 29 One litigation solution: add a dimension Investigation Discovery Motion Practice Trial prep Partner Associate Paralegal Waiting on client Waiting on opposing party Waiting on third party Waiting on court Opposition has provided discovery, now ball moves to partner to set motion practice strategy Where’s the next action? Where is the case in its lifecycle?
  28. 28. w w w . s o u n d i m m i g r a t i o n . c o m Känbän page 30 Not “just” for case work
  29. 29. Online kanban tools
  30. 30. Start analog. John Grant @JEGrant3
  31. 31. w w w . s o u n d i m m i g r a t i o n . c o m Online kanban tools page 33 Trello
  32. 32. w w w . s o u n d i m m i g r a t i o n . c o m Online kanban tools page 34 Trim, intuitive interface
  33. 33. w w w . s o u n d i m m i g r a t i o n . c o m Online kanban tools page 35 Checklist Comments/ case notes
  34. 34. w w w . s o u n d i m m i g r a t i o n . c o m Online kanban tools page 36 LeanKit
  35. 35. w w w . s o u n d i m m i g r a t i o n . c o m Online kanban tools page 37 Favorite feature: board within board
  36. 36. w w w . s o u n d i m m i g r a t i o n . c o m Online kanban tools page 38
  37. 37. w w w . s o u n d i m m i g r a t i o n . c o m Online kanban tools page 39 LPM build around kanban
  38. 38. w w w . s o u n d i m i g r a t i o n . c o m Agile Attorney Slack Group agileattorney.com/join-the-agile- attorneys-slack-group/ Materials from this talk www.soundimmigration.c om/SSP2017 The Goal Eliyahu Goldratt (Painful but helpful read) Resources John Grant agileattorney.com / @JEGrant3 (Mr. Agile Law) Lawyerist podcast John Grant, again http://bit.ly/1NCXd7d The Lean Startup Eric Ries Business as experiment page 40
  39. 39. Thank you! Greg McLawsen Managing Attorney Sound Immigration Twitter: @mclawsen 253-203-3170 greg@soundimmigration.com www.soundimmigration.com

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