EVERYTHING YOU DIDN’T LEARN IN LAW SCHOOL Massachusetts Law Office Management Assistance Program ...
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![Page 1: EVERYTHING YOU DIDN’T LEARN IN LAW SCHOOL Massachusetts Law Office Management Assistance Program LinkedIn.com/company/Mass-LOMAP Facebook.com/MassLOMAP.](https://reader035.fdocuments.net/reader035/viewer/2022062713/56649cd65503460f9499ce17/html5/thumbnails/1.jpg)
EVERYTHING YOU DIDN’T LEARN IN LAW SCHOOL
Massachusetts Law Office
Management Assistance Program
www.masslomap.org
LinkedIn.com/company/Mass-LOMAP
Facebook.com/MassLOMAP
@MassLOMAP
![Page 2: EVERYTHING YOU DIDN’T LEARN IN LAW SCHOOL Massachusetts Law Office Management Assistance Program LinkedIn.com/company/Mass-LOMAP Facebook.com/MassLOMAP.](https://reader035.fdocuments.net/reader035/viewer/2022062713/56649cd65503460f9499ce17/html5/thumbnails/2.jpg)
LOMAP ServicesFREE and CONFIDENTIAL
www.masslomap.org/blog
Start-Up KitProfessionalism Materials
eNewsletter
LoMac
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Agenda• Office Organization• Client Communication• Marketing• Technology• Data Security• Additional Resources
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Better Not . . .
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OFFICE ORGANIZATIONHow to efficiently and effectively organize your practice.
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Filing System• Organizing Files + Folders• Naming Conventions• Lost + Found• Paperful vs Paperless vs Hybrid• Document Management Program
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Calendar Management• Your Activity Hub • What to Track
• Appointments • Court dates• Statutes of limitation• Self-imposed deadlines
• Using Ticklers• Back It Up• In Sync
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Tracking Time• Always (regardless of billing type)• Completely• Contemporaneously• Electronically
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Office Management• Working with Staff• Working with Supervisors• Collegiality – It pays to be nice! • Basic Human Resources• Ethical Duties
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CLIENT COMMUNICATIONGet ‘em in, get ‘em happy, and keep ‘em comin’!
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Client Contact Management• Intake Process• Conflict Checking• Follow Up
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Client Education• Attorney + Client Responsibilities to the Matter• Confidentiality• Timeliness• Boundaries• Technology
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Documenting the Relationship• Disclosures• Fee Agreements• Non-engagement Letters• Memorializing Course of Decisionmaking• Disengagement Letters• Attorney Notes to File• Create a Record!
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Billing• Types + Sorts
• Billable hour• Flat fee• Unbundled• AFA• Hybrid
• The Art of Drafting Bills• The Science of Sending Bills• Collection
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MARKETINGKnow what you’re selling and how to sell it.
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Networking• Elevator Pitch• In-Person vs Online• Associations + Organizations• The Importance of Referrals
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Traditional vs Online• Advertisements• Content Marketing• Storefront/Website• Networking/Social Media• Publication/Blog
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Return on Investment• $ + Time = $• Formulae• Analysis• Budgeting• Tools
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Ethical Considerations• False or Misleading• 2-Year Rule• Solicitation• Practice Areas• Limited Liability Entities
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TECHNOLOGYBoost productivity and organization with technology.
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Generally• The Future Present of Law Practice• ABA Model Rule 1.1: Competence• Productivity• Mobility• Security
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Software• Law Practice Management (LPM)• Document Management• Email + Calendaring• Time + Billing• Financial Management• Customer Relationship Management (CRM)
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Paperless Office• Scanning + Scanners• PDF w/ OCR• Naming Conventions• Folder Architecture• Form Creation• Electronic Signing
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Mobile• Remote Access• Time Capture• Productivity• Security
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DATA SECURITYMaintain client confidences and protect firm data.
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Confidentiality• It’s the Client’s File• Retention• Disposition
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The Cloud• Pros + Cons• Ethics• Encryption
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Data Protection Rules• Statutory Authority
• M.G.L. c. 93H + 93I• 201 C.M.R. 17.00
• SJC Interim Guidelines• Applications
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Data Backup• Redundancy v Backup• Local• Cloud• Testing
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ADDITIONAL RESOURCESFinding the resources you need.
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Resources• Ethics
• Board of Bar Overseers / Office of Bar Counsel• Massachusetts IOLTA Committee
• Legal Research + Education• Social Law Library• MCLE• West’s Mass. Practice Handbook• Massachusetts Lawyers Weekly
• Communities• Bar Associations
• Local, State, National, Practice Area-specific
• Social Media Groups• Listservs
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Better Yet . . .
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GOOD LUCK!Toll Free 1.888.54.LOMAP
www.masslomap.org
Facebook.com/MassLOMAP
LinkedIn.com/company/Mass-LOMAP
@MassLOMAP
@RodneyDowell
@JaredCorreia
@HeidiAlexander