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Practice Management Tips

Practice Management Tips. By Hal Davis. Look at the bright side!. Instead of a lawyer, you could be …. An accountant!. A photographer!. A bungee jumper!. A golf caddy!. A construction worker!. A computer geek in a cubicle!. A jungle guide!. A hot air baloonist!. A train engineer!.

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Practice Management Tips

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  1. Practice Management Tips By Hal Davis

  2. Look at the bright side! • Instead of a lawyer, you could be …

  3. An accountant!

  4. A photographer!

  5. A bungee jumper!

  6. A golf caddy!

  7. A construction worker!

  8. A computer geek in a cubicle!

  9. A jungle guide!

  10. A hot air baloonist!

  11. A train engineer!

  12. A zookeeper!

  13. A firearms instructor!

  14. 1. Standards are your friend • Hardware • Software • Checklist • Forms

  15. 2. Use YOUR lowest common denominator • Word processor • Spreadsheet • Voicemail • Accounting

  16. 3. Do it right the first time … or • Do it over … • And over … • And over … • And over

  17. 4. Get religion … use a bible • Become a slave to the system • Checklist • Forms

  18. 5. Essential practice components • Bible (checklist and forms) • Contacts • Calendar • Task list • Filing system • Notes

  19. 6. Accounting • By hand • Excel spreadsheets • Money by Microsoft • Quicken by Intuit • Quickbooks by Intuit • Legal billing system

  20. 7. Scan everything • Not paperless! • Less paper!

  21. 8. Use templates, not macros • It is easier to delete than create • Make templates complex • Keep macros simple

  22. 9. Don’t create documents one at a time • Use merge feature • Use section feature

  23. 10. Use autotext • Addresses • Letterhead • Case headings • Certificates of service • Jurat

  24. 11. Use these nifty tools • DYMO labelwriter • Scanner • Thumb drive • Mirrored hard drive • Digital dictaphone • Emporer’s copy machine • Emporer’s fax machine • Emporer’s credit card reader

  25. 12. No man is an island • Technolawyer • Listserves

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