From Overworked Lawyer to Happier Lawyer With This Matter Management Checklist
Many lawyers start law firms without management experience. They get by thanks to their legal skills but could earn more and have more free time if they ran a tighter ship.
In fact, up to 40% of the time in a small law firm is spent on non-billable administrative work. And, according 2017 State of U.S. Small Law Firms Study, 70% of small firms are concerned that they spend too much time on administrative tasks. In the same study, law firms that rated themselves as successful were spending more of their time on billable activities related to the practice of law than firms that rated themselves as unsuccessful.
How can you see the same success and spend more time on the real “lawyering” work? The answer sounds easy: streamline your matter management. Chances are your matters have many hidden administrative tasks that can be streamlined: client intake, to name just one. This Matter Management Checklist helps you reconstruct — and in some cases, eliminate — the actual administrative tasks that take up your day.
Given the widespread nature of this problem, a cottage industry of books, seminars, and consultants exist for helping small law firms become more efficient. You may find such resources helpful but before you invest the time and money, read Thomson Reuters’ popular Matter Management Checklist for Overworked Attorneys.
Brief but bursting with good advice, this free checklist discusses best practices across nine essential areas of practice management:
- Client Assessment
- Client Intake
- Legal Skills
- Project Management
- Document Management
- Legal Research
- Bottom Line Measurements
In addition to the practical advice, the checklist also links to software and services that can help.
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