Michael Downey Downey Law Group LLC

Transcription

1 Using Technology in Your Practice Michael Downey Downey Law Group LLC 2016 Downey Law Group LLC. For educa onal purposes only. What s Your Tech Savvy? 5 Written code for my law practice 4 Automated documents and/or accounting 3 Practice Management Software use it * Calendar/communications * Manage client files * Send bills 2 Practice Management Software have it 1 Can create documents and send 0 assistant prints them, dictate/handwrite response 2 1

2 DISCLOSURE I will discuss real products I use and will disclose use of many of these products All or virtually all these products have competitors I am not getting paid to tell you about any of these products (or their competitors) Seek clients Client intake Represent clients Prepare documents Advise clients Bill clients What Law Firms Do Receive payment from clients 4 2

3 ABA Model Rule 1.1 cmt [8] To maintain the requisite knowledge and skill, a lawyer should keep abreast of changes in the law and its practice, including the benefits and risks associated with relevant technology, engage in continuing study and education and comply with all continuing legal education requirements to which the lawyer is subject. 5 Marketing and Intake 3

4 Seeking Clients Who are your clients? How do you get clients? How should you get clients? 7 What Works (Corporate- Focused Firms) 61% Visiting clients 9% Firm- sponsored seminars 2 12% Organizational Involvement Many 3% Speeches 0% By- lined Articles % Website 3% Newsletter 10% Other 8 4

5 Marketing Continuum (AT) 9 LinkedIn Buzz 10 5

6 11 SEO and SEM SEO Search Engine Optimization SEM Search Engine Marketing 12 6

7 SEM SEM SEO "Old" Results 13 SEM (Search Engine Marketing) Most Expensive Google Ad Word San Antonio Car Wreck Attorney >$700 per click in

8 Search Engine Optimization (SEO) Content Marketing Have a plan Write for the prospect, not the firm Encourage two- way communications Promote content yours and others Try video and audio, not just text 15 (New Results) 16 8

9 Nurturing Clients/Prospects/Referrals CRM (Client Relationship Management) newsletters Constant Contact Mail Chimp AW Weber and lots of others 17 Why Use Newsletter Systems Manage your list(s) Circumnavigate spam filters Deliver attractive newsletters 18 9

10 Videos or podcasts Checklists Survey results Newsletter Contents Client stories (or firm/employee stories) Event advertisements Job posts 19 Audio Creating Audio and Video iphone recorder works for podcasts Audacity or Logic Pro X application Audio Technica mic (c. $60) with a pop filter Video DSLR camera Edit with imovie or Adobe Premier 20 10

11 Success with Recordings Plan (story- board) Commercial (30-60 seconds) Case study ( seconds) Educational (30 seconds to 30 minutes) Execute Post and distribute itunes Soundcloud Spotify 21 Answer telephone Contact by Prospects Staff (receptionist) Receptionist company Ruby Receptionist Gabbyville Smith.AI Back Office Betties Direct Line 24x7 Attorney Answering Service (and many more) (Partial list at receptionist- complaints- reviews/) 22 11

12 Online Intake Intake form on website Shorter is (generally) better Beware obtaining disqualifying confidences 23 Represent Clients 12

13 Practice Management Software Matter management Documents creation/management Timekeeping Tasks Practice management Billing and invoicing Calendar Communication Practice Management Options AbacusLaw Clio MyCase ProLaw Rocket Matter Tabs III TimeMatters Worlddox pmtbchart.authcheckdam.pdf 26 13

14 Why Practice Management Software? Matter creation Conflict checks Calendaring Contacts Document management (cloud) Client portal Timekeeping and billing Communications tasks, , and more 27 Clio 28 14

15 Invoicing 29 The "Cloud" 30 15

16 Terms of Service Google Docs (6/2015) 31 Outsourced Brief Printing 32 16

17 33 Bates Labeling 34 17

18 Money Issues Credit Card Payments 36 18

19 Options for General Processor Receive only payments for past work (paid into operating account) OR Track fees deducted from operating account by processor... carefully 37 Legal- Industry Processors Usually allow deposits in two accounts: Operating account (normal) Trust account (with all chargebacks and fees deducted from operating account) 38 19

20 (Other) Banking Tricks Use on- line banking to track expenses Credit card transactions on- line Bank transactions on line Receive account updates from banks 39 Accounting System 40 20

21 Payroll System 41 Other Helpful Hints 21

22 Internet Access 43 (Free) Conference Calls Multiple sources for free conference calls Personal dial- in and password I use FreeConferenceCalls.com 44 22

23 WhatsApp Secure Communications Apple- Apple imessage texting (blue, not green) FaceTime 45 Beating Security 46 23

24 Password Retrieval Sarah Palin Where did you meet your spouse? (High school wikipedia) 47 Less Paper Office Scanning Fujitsu ScanSnap c. $

25 Electronic Signature 49 Scan on the Go App Genius Scan - $

26 Business Card Scanning WorldCard HD - $ Need a Travel Monitor? Duet Display - $

27 Thank You Michael Downey Downey Law Group LLC (314) (844) toll free 27