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Month: June 2016

AOL 134: How I Use Insightly for Law Firm Project Management

If you are starting a law firm or have owned a law firm for any significant amount of time, you’ve probably considered using project management software to help make managing your law firm easier. I know I have. The hard thing is, when you look around, there are a ton of different options out there, and it’s difficult to know which is good and which is bad. I can’t speak to all of the other options out there, but today I’m going to tell you not just what I use – insightly – but how I use it. Law Firm Project Management Needs There is one thing you need to know about me when it comes to technology – I hate using stuff build specifically for law firms. I think it’s too complicated. I think it’s too cumbersome. And I think it’s designed with too many features – they are trying to be everything to everyone, and it doesn’t work. […]

AOL 133: 5 Keys to a Great Law Firm Assistant Start

Here is a quick break down of the 5 keys to starting off the first full time week with your law firm assistant. To get all of the information, listen to the show! And, don’t forget, to get my law firm assistant job description and interview questions just CLICK HERE. 1. Preparation = Success Think of your time with your assistant as if you are a coach and they are a player. It is okay to script out their day. Make a list of all of the things you want them to do, and then prioritize. Take time for them to learn the fundamentals of each one at a time. Watch. Do. Teach. Come up with a couple of projects that will lead to immediate success (filing, scanning, setting appointments, etc.) Here’s what my law firm assistant did on her first day: Filing paperwork at courthouse Kanban board from post its to white board Close out a couple of files […]

AOL 132: Hiring a Law Firm Assistant Part Five – The First Week

First things first, I wanted to let you know that I’ve decided to give away some of the resources I created to make my last law firm assistant hire. To get a copy of the job description and list of interview questions I asked to hire my last law firm assistant, CLICK HERE. This week was the week my new law firm assistant started. And it was great. There were a few things I did though, to make it go as smoothly as possible. To figure out what they are, you have to listen to the podcast (or read the transcript below) but here were just a few of the topics I covered: How to make sure your law firm assistant feels welcomed immediately; How to start fast; Three important things to remember to make your hire work out; How to get them up to speed as quickly as possible; and much much more! To get all of that and […]

AOL 131: Law Firm Website Design Choices

Today we are answering a question from the Law Firm Confidential Facebook group. The question, essentially, is: I have a law firm website. Should I make the home page feature a contact form submission or the two button structure that I’m seeing a lot of firms employ (like this estate planning law firm)? The answer is pretty simple and comes down to answering just one question. If you want to know the answer to making the correct website design choices, listen to the podcast. Cheers, Christopher Small P.S. – curious about what I do on a daily basis to create and build my successful law firm? Now you can find out first hand (and steal some of my secrets). It’s called the Law Firm Confidential Podcast, and you can get access to the first 5 episodes for free by clicking right here. Who am I? I am an expert on starting a law firm and law firm marketing. I’ve started […]
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