SOME BASIC MANAGEMENT PRINCIPLES FOR LAWYERS
INTRODUCTION
- I will present, what I believe, based upon my studies and my experience,
are some of the more important basic management principles that lawyers
should consider to survive in the new millennium. Some topics are covered in
more detail than others because of time limitations or I have not yet developed
my theories on those subjects.
- I will present six major management areas, explain why those areas are
important to lawyers and discuss some management theories specific to those
areas.
- I will give some practical examples of the principles in action from my
own law practice.
- I believe the six important areas of management for lawyers are:
Marketing, Process and Systems, Management of Information, Technology, Strategy
and Attitude.
MARKETING
- Marketing has been given a bad name by lawyers because lawyers have
basically been snobs about something they did not have to do. In the past just
being a lawyer brought in the business. This is not true any more.
- Times have changed with increased competition. Now lawyers must market to
survive let alone thrive. In the future it is going to be more important as
competition heats up from not just other lawyers but especially from non
lawyers - para legals ( especially former lawyers), accountants, software
programs, and the Internet.
- Lawyers have many misconceptions about marketing.
- The main misconception is that many lawyers actually believe marketing is
a bad thing for the client. Advertising by lawyers until the late 70's in
Ontario and even the great free enterprise United States was actually banned
until the land mark case of Bates et Al. v. State Bar of Arizona finally
allowed lawyers to advertise in The U.S.. That attitude that marketing is bad
must change. If done right marketing is a good thing for both the lawyer and
the client.
- A cause of that misconception is that lawyers believe marketing is simply
advertising or perhaps some public speaking or joining local organizations -
however marketing is much much more.
- The basic principle taught in Marketing 101 is that there are 4 P's to
marketing - yes Promotion but also Product, Place and Price.
Product
- Lawyers like, any other business, can obtain more work by developing a
better product Yet generally lawyers do little to try and improve their product
and do little to differentiate their services from other lawyers.
- There is a lot one can do even for a simple will file.
- Look at the differences when I do wills and powers of attorneys . Explain.
- Always adding more - a Japanese management theory which name escapes me,
is to have continual small improvements. When I started this paper I was
working on being able to fill out my forms directly from my home page - as a
client told me - people do not like to write anymore but are used to just
typing. Now I have done that so it is easier for clients to fill out my forms
on the computer and then even e mail to me before their appointment I am having
positive feedback from that improvement.
- Good ideas come from clients - therefore the survey contest - ask for
suggestions and give them an incentive to give suggestions - my first award
winner in the mid 90's said " Ever heard of the Internet- you should
really get on it ". So I did having one of the first local lawyer web
sites in 1995.
- It is easy for lawyers to be creative to develop new improvements for
their products - Tom Peters calls it "creative swiping " in one of
his classic books "Thriving on Chaos" ( Knopf)- just look to other
industries that move a lot quicker - an advantage lawyers have is they are in a
very slow "Time Clock" industry. A good book about being innovative
is by the guru's guru Peter F. Drucker , "Innovation and Entrepreneurship-
Practice and Principles" ( Harper and Row).
- Look to see what other lawyers in your own or better still other
jurisdictions are doing - use the Internet to find out - go to American
conferences - I have been going to American Bar Association conferences for
over ten years - have been to San Francisco, Chicago, Washington, San Diego and
Phoenix - besides being better cities than Toronto to visit, courses are
cheaper and much better than Canadian Bar or Law Society ones.
- Do not think there is little left to create - remember story of U.S.
patent office official who wanted to close the office in 1890's because there
was nothing more to invent.
Promotion
- Can have the best mouse trap but if no one else knows about it then it is
not going to sell
- Promotion an area where a small amount of money can obtain huge rewards or
a lot of money can be wasted - you have heard of the Edsel and New Coke - many
others you did not hear of because the product bombed - the title of a book
says it all "Marketing Myths That Are Killing Business" ( McGraw
Hill) by Kevin Clancy and Robert Shulman.
- There are many many promotion theories.
- I will discuss a few general theories in the promotion aspect of marketing
by leading authors:
- (1) Al Ries and jack Trout have written a number of marketing books
together or separately including "Positioning" (Warner Books) -
"The New Positioning" ( McGraw Hill)- Jack Trout alone "The 22
Immutable Laws of Marketing - Violate them at Your Own Risk"( Harper
Business) and "Focus" ( Harper Business) - Al Reiss alone.
- The Positioning Theories - A marketer must take into account that there is
a vast amount of information the mind is bombarded with like never before and
it is growing - 4,000 books are published a day . At my home we get three
morning newspapers - look at all the TV channels we get and all the magazines
we get - not to mention the internet. However within 24 hours the mind forgets
up to 80% of what it though it could learn - people are simple blocking out
information to survive. It must be therefore taken into account according to
the new positioning theory- that minds are limited, minds hate confusion, minds
are insecure, minds don't change, minds can lose focus.
- I have learnt my lesson a couple of times when I tried to get too fancy
with a radio ad and my print ad. The simple ads are better.
- What does all that mean. You have to position yourself into the prospect's
mind. Which leads to one of my favourite marketing book - The 22 Immutable Laws
of Marketing - Violate them at Your Own Risk. The first law being the law of
leadership - it is better being first that it is to be better. Who is the first
person to fly solo across the Atlantic - who is the second - who is the first
man on the moon - who is the second person.
- Being first does not just apply to just big companies but to the small
guys as well as do all these principles.
- I was one of the first lawyers locally to be have a home page on the
Internet - mine went up in the fall of 1995. Because of that I was a runner up
in Ottawa's Monitor Magazine's Best Home Page contest in March of 1996. So
until the day I retire or die - which will probably be the same day - I will be
able to call my Web site the Award Winning Web Site- in fact - that is how I
sometimes describe it. A number of years ago I was one of the first to have a
larger, more creative yellow page ad which when there were few of them resulted
in major yellow page business - which has fallen off because other lawyers
started doing them also. But what if you can't be first - follow the 2nd
law - created your own category to be first in like Amelia Erhart did for
flying. She being the first famous woman aviator.
- Positioning theories also suggest that the message is short, concise and
eye catching to get that attention - but business cards as an ad just don't do
it in my opinion.
- One other major principle that derives from positioning theories is that a
one shot or limited ad campaign does not work - the mind does even see the ad
the first time - it takes many times for the ad to be noticed - I see some
lawyers run a few ads in a local paper and then say - it did not get me any
business - that's because one ad or a few never do - it has be sustained
because the mind needs to see it a number of times. Don't bother with the
Citizen - much too expensive - go with community newspapers. Don't bother with
the Clarion - where I advertise either. I am always asked whether my Clarion
ads work to which I always reply that they do not - I love throwing away my
money.
- (2) Another major marketing guru is Jay Levinson. He markets his books well
by calling his theory "Guerilla Marketing " (Houghton Mifflin) . He
has written and co written a number of books with Guerilla in the title - I
have 4 - Guerilla Advertising - The Guerilla Marketing Handbook - Guerilla
Marketing Online - Guerilla Marketing With Technology - not sure or forget why
called Guerilla - except it sounds good, is simple - connotes innovation and
the little guy - which who Levinson is catering to while many other books seem
to think the reader is president of General Motors.
- Digress to make an important point - the nice thing about modern
management is that the little guy has a major advantage over the big guys -
unlike the past where being big gave one the resources to crush the little
guys. Little guys can move quickly - do not need all the partners and their
spouses to agree on a marketing campaign and with technology the little guy
does not need the major equipment - no great economies of scale. Look even at
law libraries now - technology makes you pay by the user. Little guy can get
permission himself to get the new technologies sooner. Little guy should
leverage that advantage and move quickly on changes.
-The Guerilla books sell well because there is a lot of useful general
information for the small firm - read any one - probably start with Guerilla
Marketing - by the way I believe I have read some of the others because I found
them and other business books in my local Nepean library which has an excellent
business section. You do not have to buy them. But if can not find them in
local stores - try www.Amazon.com which has everything.
(3) Relationship Marketing
- My latest emphasis is on relationship marketing which is primarily, but
not simply to do things to establish a life long relationship with clients. It
is a natural for lawyers yet it is amazing how little we do of it. With the
advent of technology however it is becoming much easier and cheaper.
- relationship marketing also involves customizing the product for the
client - again this is a natural for lawyers because this is what we do with
our product but I think we can customize the marketing also so it does not look
like mass marketing - the proponent of relationship marketing believe strongly
that mass marketing in the third wave economy is dead . This is a theme in many
books now - that market is fragmented and have to go after the individual with
relationship marketing. It is also much more profitable to narrow your clients
according to "The Profit Zone" by Slywotzjy and Morrison (Times
Business)
- Studies show it is cheaper to get business from an existing client as
opposed to getting a new one. Simply go after old clients not just for their
business but for their referrals. Remind clients in your last reporting letter
to them that you would appreciate their referrals. Remind them what else you do
- heard many stories where a lawyer has run into a client who used another
lawyer for something the original could have done but the client says "I
did not know you did that kind of law also". Reward clients that send
referrals not just with a thank you note and a Christmas card but with
something tangible. At Christmas/ Chanukah time I send out maple syrup to
anyone who sent me a client during the previous year.
- I know of a local law firm who decided it did not want to hold on to the
wills they had in their safe so they wrote all of the clients they had to ask
them to pick up their will - the firm obtained a lot of business from these
people wanting to update theirs wills when they got that notice - so send out a
notice to see if your clients still want you to hold on to their will and
mention new changes to the Powers of Attorney law as well as changes to the law
concerning Wills.
- I have had the feedback from clients that they expect a lawyer to follow
up and keep in touch with them and are surprised when the lawyer did not do so.
Therefore they went to another lawyer the next time they needed a lawyer.
-What can you do - establish a web site so clients can check in on you and
latest developments though that alone is not good enough. Must email clients
with changes in the law and additions to your web site so they will be reminded
to go there.
- bf wills every five years to check to see if need update, bf when the year
is up of someone who did a separation agreement, advise clients of the child
support guidelines
- send out newsletters - though suggest you can personalize it - do it by
cheaper e mail
- have a good data base on your desk top so when they call you can remember
them more easily - I use Microsoft Access so when I client calls they are
impressed that I know how old the kids are
- ask for their referrals and reward them
- lawyers are sitting on gold mines of business with their old files and do
not mine them
- a major theme of relationship marketing is that there are a lot of clients
you do not want - do not go after everyone - even some of your previous clients
that may not be worth it - however as a large amount of legal business does
come from referrals from clients a client you may not now want they may still
be able to refer you good business so can still keep in touch with them
Price
- admit this is an area I have not studied enough - have based price too
much on the market rate and hourly rate
- have made it a practice of having my secretary call around to get quotes
ever year to find out what other lawyers are charging for wills
- only recently doing a little more value billing in that not just charging
for time - but have not gone heavily into value billing because very hard to do
so for Family Law as the amount of time spent varies so much between files
depending on too many factors beyond my control
- should determine price totally on value for tasks that can estimate easily
the amount of time and resources it will take - therefore know your cost very
well
- question is how to determine value - value to the client - value the
lawyer thinks it is worth - value the market has stated it is - can you find
the market value - does the client know how to value the service - I am working
on it
- there is a theory that your price should either be at the lowest end - to
get the shoppers or the high end to maximize profit but not in between -
because of the competition from non lawyers it is going to be very hard if not
impossible to compete on price - don't suggest you do try to be the lowest end
- probably a lot can be done to use price as a marketing tool and to set the
right price to maximize profits - send me your results
Place
- the types of practice determines the place of the law office - wills,
family law and residential real estate should be in the suburbs - clients
continually do not want to go downtown and pay for the parking - you may want
to be downtown where the action is but your clients do not
The Marketing Mix
- can not be all things to all people - can not be the lowest price and
provide the best service or be the innovative product leader
- focus on being the leader in one area - The Discipline of Market Leaders
(Addison Wesley) by Michael Treacy & Fred Wiersema argues that being focused
in one area is what makes an enterprise successful - those areas being either
operationally excellent being the lowest price for the same quality or being
the product leader having an innovative product or either thirdly being
customer intimate having the best service.
Marketing Works
- If done properly marketing works. It is also a lot of fun. It makes
practicing more interesting. With the emphasis on product which is my personal
mix it is also rewarding. You should be able to judge whether your marketing
works . This means obtain good statistics. I have known for many years now
where each client comes from. I can not open a file with out putting a code as
to how the client chose me. In PC law I call that the referring lawyer so that
the program breaks down my fees according to where I got the client. From that
information I have made decisions as to what ads to keep and what ads not to
renew.
PROCESS & SYSTEMS
- Systems apply just as much to services as they do for manufacturing for
the same two reasons - to be efficient and to have quality control
- For lawyers good systems will reduce negligence claims because of the
quality control that comes with a good system. This is now more important than
ever to lawyers because of the high deductibles and high premiums that come
with even one claim.
- Being efficient is much more important and will become more so as the
legal service pricing will be based more on value than the billable hours
because of the shift from a seller's market of legal services to a buyer's
market.
- How do you produce a good system ?
- The first step according to the author Michael Gerber of the "E
Myth" ( Harper Business) is you sit down and write a manual so detailed
that you could sell your systems as a franchise. You go into complete detail in
a simple way. That way your system is "process driven" and not
"people driven" - because anyone, even Rick Mount, could follow the
instructions even if he is having a bad day. Companies like McDonalds are
successful because that is their approach - do not have to be a franchiser to
think like one.
- How does one make a better system of doing things ?
- Start with a checklist or action plan of all the steps in the process
starting with even the initial telephone conversation and ending with the
reporting letter and perhaps a follow up. For each step develop notes,
checklists, precedent letters, precedent documents. Decide who is responsible
for each step - lawyer, secretary or even the client.
- I am sure all of you have done this to some degree but probably not to the
point where it could be sold as a franchise. My experience is that when dealing
with some younger lawyers they seem to reinvent the wheel every time they do a
separation agreement.
- To improve the system there are number of principles that can be applied.
-The first is to review the steps to see if they all are really needed - re
engineering. May find that a step is no longer needed or can be combined with
another step or it can be delegated.
- Delegation is the a good way to be more efficient - including delegating
to the client - this is what banks are doing by making us use ATM's. I also do
a lot of delegating to clients.
- I get my will and matrimonial clients to fill out the information form
that I need to process the file before they come to see me - in my packets or
from my Internet site. That saves a lot of my time. Also ensures I get the
names spelled right.
- I delegate to clients part of advising problem by sending them before and
during short articles about the law in general. Again saves time and therefore
their money and ensures quality control. Can get much more on paper than can
say in an interview.
- Another form of delegation is "outsourcing" simply get another
organization to do the work. Your staff does not need to do the registering or
the filing or perhaps other steps.
- A major element that many companies are using to differentiate their
service and use as a marketing tool is the element of time. Doing things faster
or instantaneously . It is commonly known now as "Real Time" which is
the title of a book by well known Regis McKenna ( Harvard Business School
Press). We live in the instant gratification age. Except from governments
consumers expect things yesterday. Your system should try and find ways to speed
up the process. Technology and delegation are ways but there is a simple other
method that I have been using consistently only in the last few years that
really speeds things up. At the end of a consultation or even a phone call an
action is planned such as a letter to the other side or spouse. I now simply
dictate the letter with the client listening to what I am saying. That way I do
not put aside the task which will cause delay. I will remember exactly what to
do, and the client will not have to review the letter ( which many want to do
in family law). When voice recognition works better I will be able to hand the
client a copy of the draft letter on the spot. When I have a will client I make
their signing appointment to sign two weeks from the day of the interview
promising them a draft within a week and then dictate the will when they leave
the office. I am filling out the many "Briefs" in the new Family Law
system now with the client at their appointment with the client helping
watching their monitor.
- Unfortunately we do not have time to work 24 hours a day on our law
practice - let alone much time on the research and development side so when
deciding to overhaul your systems you have to be careful what systems you
overhaul - a point of "The Process Edge" by Peter G. W. Keen (Harvard
Business School Press) is to get "the right process right".
Many firms re engineered a system to get 13 steps down to 3 but went bankrupt
because that process was not important to the bottom line - so watch what you
change.
- Also in deciding in priority what to work on first remember the chain
theory. The chain is a strong as it's weakest link so work first on the weakest
link..
- Deciding priorities - Early in my career I learnt that it is important to think
like a client and not a lawyer - something I believe lawyers do not do or do
enough of - in the late 70's or early 80's my small firm bought one of the
first word processors from Xerox - it had the feature of right hand margins and
proportional printing - the "i"'s took up less space than the
"h" 's. A document just looked so much better and more professional -
my firm was very impressed - spent a lot of money on the machine and the
training of the one secretary that would use it because it was not that easy to
use. The first time I had a separation agreement prepared with it I was so
impressed I excitedly phoned up my client to say that her agreement just came
back from the special new machine and did it look great - right hand margins,
proportionably spaced - dead silence from the client who I expected to be
impressed - her response - "I do not care what it looks like - what does
it say ?".
- I now and then sit in the client's chair in my own office to see what the
client sees.
-Instead of a fancy brochure that cost a fortune, is outdated in a short
period of time and says nothing other than where a person went to school and
what areas he or she practices in I give photocopy, a 2 page resume - that
tells the client much much more about me - how old I am, where I am from, the
fact I am married with two boys, what articles I have written and where I have
spoken. Clients in their surveys tell me they do not care about the fact that
my information is not in a fancy brochure. And as a client once said " You
know all about my personal life, I should know something about you". And
if you do not tell them how old you are what client does not somehow look at
your diplomas on the wall to see when you graduated - I know I do when I go to
a doctor's office. So in developing your processes think like a client not a
lawyer.
INFORMATION
- Lawyers are primarily in the information business and we live in the
information age therefore it is important if not critical that lawyers manage
the abundance of information that is produced - not just legal information but
management information.
- I am not going to talk about the important subject of legal information -
believe others are speaking on that but again to emphasize that with the
competition these days a lawyer who does not keep up with legal information is
not going to survive.
- Where to get the management information. Do not count on the Law Society
of Upper Canada or the Canadian Bar Association. Unfortunately the Law Society
treats Law Office Management as a minor and unimportant subject. It is not
taught at the Bar Admission Course or much at continuing education programs .
Only recently because of the high costs of errors and omissions insurance is
the Law Society taking an interest. Its approach is more from the insurance
angle rather than a client oriented or lawyer oriented approach.
- The answer is simple - read books and magazines you get at your local
library, the bookstore, amazon.com. ( though cheaper and faster to buy it at
chapters.ca once you find it on amazon). Join the American Bar Association -
very cheap and get their magazines which I believe could be a lot better but
better than nothing.
- There are two issues about all these business books. One, are the
principles just simple common sense and obvious and the second issue, can these
books just not be simplified into a few pages or even sentences.
- In my humble opinion the answer to both questions are "yes,
but".
- To answer them we have to go to a book about these business books John
Micklethwait and Adrian Wooldridge's "The Witch Doctors - Making Sense of
the Management Gurus" (Times Business). After quoting a business book
publisher who said "Isn't it incredible that this stuff sells" the
authors point out that "Some of the things that strike us nowadays as
blindingly obvious were anything but obvious when farsighted management
theorists talked about them".
- I am sure many of you are saying to yourself that most of what Pascoe has
had to say to day was obvious. Like of course you try and differentiate and
improve your product but how many of you thought of that before, or are doing
something about it. Do not discount these theories so fast just because they
are obvious. And do not discount them just because they are simple and easily
understandable. Peter F. Drucker is critical of managers who believe a theory
has to complicated to be good.
- I agree with the authors that to extract the few nuggets of gold in these
books you have to do a lot of mining - too much - which is why I more than often
never finish these books or even get very far once I believe I have got either
the main point or no point out of them. It is also why I subscribe to Executive
Book Summaries which for about $100 a year Canadian each month sends me two or
three 8 page summaries of business books and 4 or 5 one page summaries of
books.
- Some books are obviously better than others at getting right to the point.
That is why I like the Positioning and 22 Laws of Marketing books as they get
right to the point. The other book I did not mention that I like and recommend
is Harry Beckwith's "Selling the Invisible" (Warner Books).
It is filled with short snappy ideas for marketing in the service sector. He
has a new book out now which looks good but I have too much reading to do.
TECHNOLOGY
- Technology is important because it is a major tool that is needed to
market better ( data bases), to have better systems ( precedents) to manage
information better ( getting the info and storing it).
- Technology is being forced upon lawyers whether they like it or not. We
will have to file court and real estate electronically eventually so learn now.
- You do not have to be a mechanic to drive a car and you do not have to be
a computer nerd to use technology. I know very little about computers. My
secretary makes changes to my web page. I do not know how. I have a data base
but I can not program it but my secretary can. I can not even create a macro in
wordperfect. Sherlock Holmes had a theory that the mind is like an attic that
can only hold so much so watch how much you try and put in it. That is why, as
smart as he was, there were many subjects Sherlock Holmes knew nothing about
and cared to know nothing about. It is easy to be overwhelmed by technology -
just hire a consultant and let the consultant advise you and fix your problems.
Don't be so cheap and try and do a lot of the technology yourself - hire
people - especially less expensive students or part timers if thinking about
doing a web site - that is what I have done three times and have saved a lot of
money.
STRATEGY
- In to days buyer's market for legal services lawyers are going to have a
strategic plan. If they do not they are simply going to disappear or they will
make marginal incomes. Many companies including many large ones even once
Fortune 500 companies have disappeared because they did not adapt to the
changing market.
-So how do you develop a strategy ? You simply study by reading and
attending courses about management theories and then based upon your own
strengths, weaknesses and preferences develop a plan of action. Though you
should experiment a little you should learn by others mistakes and theories.
Think about some of the strategies I have talked about today.
- The Discipline of Market Leaders preaches that you can not be all things
to all people and therefore must focus on one of three areas - product leader,
operational leader ( lowest price) or service leader. I personally have chosen
the product element with the product being better service which results in
doing two out of three areas which I believe is workable.
- That brings me to a very important principle that runs through many of the
management areas and that is "focus". Talk about a book with one simple
theory "Focus" by Al Reis is certainly that. But it is an important
principle. The book is full of examples. My favourite being the comparison
between Coke and Pepsi. Coke has been over time a much more successful company
for its investors than Pepsi simply because Coke has stuck basically to selling
Coke whereas Pepsi got into the restaurant and other businesses and therefore
lost it focus on it main product. In the 80's Coke decided to diversify and
bought Columbia Pictures - lost 80 million dollars on it - got rid of it and is
back doing well just selling Coke. For lawyers that means to specialize
somewhat in one or a few related areas of practice. Clients generally want
specialist for lawyers like they want a specialist for a doctor.
- But focus also applies to other applications such as time management. Set
aside time when not taking calls so can focus on a file. Limit your
interruptions. Do one thing at a time.
- Another strategy or technique that runs through all areas of management is
"Innovation". The title of one of my favourite business book says it
all "Get Innovative or Get Dead". It is written by a Canadian Matthew
J. Kiernan( Douglas &McIntyre). It outlines 11 commandments for businesses.
- The need to be innovative runs through every business book from Tom Peters to
Peter F.Ducker so there must be something to it.
- "Competing for the Future" by Gary Hamel and C.K. Prahalad (
Harvard Business School Press) was I believe the number one management book
when it was published a few years ago. The book's theory is that to be
successful a company has to create the future not just for its own firm but for
its industry. That is similar to one of the 22 laws of marketing. It does not
sound easy to do. But then perhaps not that hard for lawyers to do considering
we as a profession have not introduced too many new products in the last few
hundred years and have not done things too much differently in those hundreds
of years either - but we are going to have to.
- One of the commandments in the "Get Innovative or get Dead "
book is "create a bias for speed and action" which was one of the
eight principles found in the book that really started the business book
revolution "In Search of Excellence" by Tom Peters and Robert Waterman
back in 1982. If you have not read or heard of that book it is like saying you
are a physicist and never read anything by Einstein. According to "In
Search of Excellence" most companies say "Ready, Aim, Fire"
whereas it should often be "Ready, Fire, Aim". Of course for lawyers
it is " Ready, Ready, Aim, Contemplate, Get another opinion, call a
meeting, get a release ( not sure from who), forget it I don't have time, it'll
never work".
- One strategy which I believe can not be won is protectionism. We are in a
deregulated world. It will not fly that the public needs to be protected from
those terrible para legals and real estate closing centers. It does not matter
if it is true those non lawyer services are sub standard - it is aint going to
sell. The public will not stand for it.
- How does one develop a strategy. It is a managed process according to the
books like the approach in the book "Strategic Planning for New and
Emerging Business - A Consulting Approach" published by Dearborn. That
book's model has three phases the Premise Phase, the Analysis Phase and the
Strategy Development Phase which is broken down into Vision and Mission
Statements for the Premise phase, Environmental Analysis - General,
Environmental Analysis -Industry, Firm's Strengths and Weaknesses, Distinctive
Competencies and Competitive Weakness for the Analysis Phase and for the
Strategy Development Phase the steps are Growth Strategies, Goal Setting, Unit
Strategies and Tactics and finally Writing the Plan.
ATTITUDE
- It is a jungle out there.
A lawyer, especially in a small firm or by him or herself is expected to be
the Chief Executive Officer, the Comptroller, the Director of Marketing, the
Head of the Personnel Department, the Vice President in charge of Research and
Development and the factory worker who produces the product.
- For anyone to survive in today's stressful complex world they have to have
the right attitudes. My basic stress books (and I have almost as many books on
stress management as I do business management) taught me that the basics to stress
management are to (1) be physically in shape to handle the stress (2) simply
remove your self from the stress and (3) have the right attitude to handle the
stress.
- I have the following coping attitudes:
- Clients: I practice primarily family law so it is even more important to
have the right attitude about your clients since when going through a domestic
dispute the clients sometimes are not the easiest to deal with. First rule is
that a family law client is often justifiably temporarily insane because, of
the emotional experience of separating from their spouse, no longer seeing
their children on a daily basis, too often seeing their children in turmoil and
often facing a major financial change in lifestyle. I do not think any of us
would be completely rational under those circumstances yet we expect our
clients to be so. So indulge them a little, humour them, be empathetic and not
so hard on them.
The law says your entitled to half the towels and so if a client wants half
the towels, ask for half the towels. Point out it may not be worth fighting
over the towels but deal respectfully about it.
- I enjoy my clients especially the many I personally think are nice people.
We are not good friends but we have a bond. I am helping them through probably
the worst thing that can happen to them in a life time - even dying can be less
painful than a separation. They of course don't appreciate that when they see
my bill even though they'll pay a real estate agent $9,000 to simply sell a
$150,000 house.
- Other lawyers: Again there is a bond among lawyers though many times I
would like to break that bond. There is one lawyer in town my friends know that
if I die of a heart attack they are supposed to phone him up and blame him for
it. With him now and a few others I simply will not take the case if I am in a
position to do so. Actually it is the same with clients - do not take cases for
clients you just do not like. Also do not take cases with clients who you know
are going to difficult payers or who are asking relief that is unreasonable -
let them hire some of the hired guns in town.
- Judges: Judges are like school teachers when you were younger. It takes
awhile to realize they are human. As I married a Judge's daughter, I found out
earlier on in my career that they are human ( I never found that out about
teachers for at least 10 years after I finished school and had them as
clients). If a Judge takes his or her job seriously it is a very time consuming
and difficult job. In my opinion some Judges now come with an agenda which they
can get away with because the discretion they are entitled to exercise. It is
often not fair but you have to live with it because you have no control over
it.
- The System: Would you believe that after 23 years in practice I still
believe that justice usually prevails if it is fought out to the end. There are
problems with the system but it is still good and generally getting better.
- Exercise - run off the stress
- Positive Mental Attitude - a lot of books on the benefits of a positive
mental attitude because it is true
- Our laws are changing, we have Judge's with agendas, we have competition
from within and from without, we have a hostile press and a public that puts us
somewhere between used car salesmen and tv repairman on their "trust"
list. We are seeing business in areas of practice such as real estate and
insurance work diminish. But lawyers should stop their whining. We have the
major thing that others do not and that is a lot of control, we are our own
boss. We can not be fired. If we need more business we just have to market
more. If we loose a case we still theoretically get paid. If we handled the
client and the file right the client will be satisfied with us win or loose.
Lawyering is interesting and has variety. We , at least family lawyers, though
not looking for the cure to cancer do something very worthwhile. So stop
complaining unless you are terminally ill.
CONCLUSIONS
- To really enjoy the practice of law and to do a better job lawyers are
going to have to embrace management principles such as those set out in today's
talk. The old cliche that "Law is a Profession and not a Business"
never made any sense to me. If a professional is to do the best job for their
client then he or she is going to have to apply business principles to ensure
quality legal services.
- However as the saying goes "talk is cheap". As per a recent
article in "Fast Company" a common problem in business today is that
businesses have a lot of great ideas and especially in the new economy which
puts a lot of emphasis on knowledge but you have to put those ideas into
action.
- So by the end of the month your assignment is to make one new innovative
improvement to your services. E mail me what you did.
LAWRENCE S. PASCOE lspascoe at thepascoedifference.com