Now that you’re working from home for the foreseeable future, whether you are more or less busy than usual, it is the perfect time to automate your law firm. If you’re more busy than usual, this is important to help you save time and money and bill more of the hours that you are working. If you are less busy than usual, this is the perfect time to dedicate time to making your transition back to the office easier! Pro tip: You can also use this downtime to really hone in on your marketing and automate that, too!

Why You Should Automate Your Law Firm

To some, automation sounds scary and gives the impression that you are taking the personal touch out of everything in your firm. However, our favorite definition of automation is the creation of a system that takes repetitive work off of your plate and allows things to happen seamlessly without you thinking about them. This can absolutely mean that another human does the task for you! Whether you automate tasks that your assistant handles or you outsource tasks completely, you don’t have to take the personal touches out of your law firm. And frankly, you shouldn’t!

Automation provides time freedom and ensures that you don’t need to be working on things that aren’t billable. Once you set up a system, it should be able to run over and over again with only your initial hours invested. Can you imagine how much time and money this saves you?! No need, because we found the facts and figures for you:

According to the Clio Legal Trends Report, attorneys spend an average of only 2.5 hours on billable work per day and only actually collect payment for 86% of those hours. In addition, there is data to suggest that you could save up to 9 work weeks each year by automating the repetitive and non-billable tasks. Imagine the number of billable hours you could fit into 9 work weeks!

Can you picture how much simpler and enriching your workday would be if you could set up processes one time and focus solely on your billable work afterward? You signed up to be an attorney. You’re good at being an attorney. You shouldn’t be wasting time each day sending invoices or answering the phone for solicitors or sending marketing emails. Heck, you really shouldn’t even be spending time intaking new clients!

How Automation Will Help You to Work From Home

Whether you are super busy or pretty slow during this pandemic, you are likely juggling work with family. Not to mention, you’re trying to do it all in the same place with no breaks. You can’t really automate your family but you can absolutely automate your work to make the juggle a little easier.

Consider this. Your phone is ringing but you’re in the middle of typing up a client agreement and your child needs help figuring out a math problem and your spouse is asking what you’d like for dinner and your clients are blowing up your inbox with questions. Wouldn’t this scenario be so much less stressful if your phone was being answered by someone else and you know that your client agreement is already typed up and sends when triggered by the previous task and your email has messages drafted and ready to go that cover most of your client FAQs, you just have to hit send? Phew! That run-on sentence was exactly how chaotic this series of events feels when you’re not automating your firm.

Now you can focus on quality time and the client questions that are only applicable to their case. You can spend more working hours on billable work and research. You can focus on helping out with math problems and cooking dinner. Your phone isn’t ringing off the hook and your clients are taken care of in the background. What a dream!

What You Can Automate in Your Law Firm

This is not an all-inclusive list, but it is a great start! Keep in mind that you can automate just about anything you want to; automation can just be another human doing a task for you. Get creative! Is there anything you absolutely dread doing or that takes up a ton of your time? There is likely a way to automate it.

Client Management

Managing your leads and clients and all of their questions, matters, case notes, etc. can be really tough. There is so much to keep straight! When you use a Customer Relationship Management (CRM) tool, things get a whole lot easier. If there is a certain process that happens during client intake or after their first call, CRM makes it really easy to automate it. You can set up tasks that trigger based on certain criteria. Say that you have a new client call: You enter their information which triggers an automated email thanking them for their call and informing them of next steps. Then a task triggers to your assistant to reach out and ask follow up questions. Once those answers are input, another task triggers that informs you of what you need to do for their case. The limit of possibilities does not exist! Not to mention, every step is documented so you can easily see what has been done, what emails have been sent, and what still needs to be done.

Invoicing

Make payment processing easy and painless by triggering invoices to be sent after certain tasks are closed or deadlines are met. You can easily draft common and customized invoices for different items or billable hours and link them to your client management so that they send at the proper times. Some payment processing systems will even send reminders when due dates are approaching or pass by, helping to ensure you don’t miss out on getting paid for your hard work.

Scheduling

There are two great ways to automate your scheduling and client intake. We believe that it is best to implement both!

The first is to have a scheduling link on your website that allows clients to put themselves on your calendar. You can set up a thorough intake process that asks all of the pertinent questions and delivers them to your inbox without anyone having to speak to the client to get it. Ease of access is a big selling point for busy clients so the easier you make things on them, the easier things can be on you!

The second is to have someone else schedule appointments and intake new clients for you. There is nothing billable about grabbing information from a PNC and clients are not expecting to get through to the attorney the first time they call. The smart thing to do is to pay someone else to field those calls and ask all of the pertinent questions, then schedule the caller on your calendar under the appropriate appointment type. This one leads right into our next automation.

Phone Calls

Answering your own phone calls is for the birds. How many times does someone call you over and over again when you can’t (or just don’t want to) answer? What is the number of calls you miss when you’re in a meeting or having a Zoom appointment with a client? What happens when someone calls while you’re eating lunch and just took a huge bite of your sandwich? How often are your kids screaming or your dog barking in the background while you’re trying to be professional on the phone?

Even if you don’t automate anything else while working from home, this one is a must. Having someone to screen your calls and speak to your clients while relaying the important stuff to you is invaluable and saves more time than you could imagine. Whether this person is an answering service (psst, we’d love to help!) or a full-time receptionist, this automation is the number one thing you can do to make more money while also increasing your productivity. Remember – you’re not getting paid to answer the phone for a telemarketer. At the same time, not answering every time is the quickest way to lose a client.

Email

You may be wondering how you can automate your emails when your inbox is overflowing daily. The answer is easy: Set up templates that answer FAQs. You can use a template as an easy jumping off point if more information needs to be added. However, this is a speedy way to quickly answer those frequently asked questions with the click of a button.

Another option would be to hire a Virtual Assistant to monitor your inbox and reply to those FAQs or to screen your messages. This is really helpful when you get an array of emails and need help keeping them straight. We offer this to our clients who are on our Platinum plan and have heard nothing but raving reviews as to how helpful it is.

Social Media Posting

Social media can be frustrating and time-consuming. One thing that really helps to make social media less difficult is to plan ahead. Schedule your posts ahead of time for the month with different tools like Facebook’s Publishing Tools or Hootsuite. This not only saves you daily frustration, but it saves you the time of switching tasks. When you’re on the spot each day, it can take twice as long to actually make a post. Then you have to consider the time spent refocusing on your important tasks at hand.

Marketing

Automating your marketing is a huge time saver and one of the top things you need to automate first. Since marketing is what brings you clients in the first place, it just makes sense to spend the time setting it up to run automatically. Make money when you sleep, baby!

The first step is to ask yourself a few questions. What’s already working in your marketing? Do you have a fantastic lead magnet? Are there marketing emails that have gotten great response in the past? Take all of that and create systems so that everything runs seamlessly without your touch. This takes some time but it is hands down so worth it! And if you’re less busy than usual right now, what better to do than set up some money-making systems?

Set up workflows through your CRM to send email sequences to leads, target your traffic through pixels on your website, and never stop using ads that are working. You can also create a monthly campaign calendar that you recycle each year. This helps to keep your marketing fresh without spending too much time on it every month. Simply create your monthly offers and gimmicks for the year once, then reuse what works.

Relish in Your Newfound Time

We hope this helps offer some insight into how you can automate your law firm and make your day-to-day life so much easier! Use that freed up time to hang out with your family or use it to bill more hours, but whatever you do, quit doing the repetitive tasks yourself. Automation is truly the best thing you can do for your law firm in terms of growth (and keeping your sanity).

If you’d like to chat about how we can help with your phones, please give us a call at (800)958-8591.

Managing your law firm in a pandemic is not going to be anything like managing your law firm when the world isn’t in crisis mode. You have to stand firm in some areas and be much more lenient in others. You have to keep a much closer eye on your financials and be a little more flexible with your employees. This isn’t the same rodeo that you’re used to.

But the one thing that stays true is that you cannot give up! Your clients and our economy need you. Even if courts being closed has put a damper on your incoming cases, you will be highly desired as soon as they open again. It’s important to immediately shift your firm’s management practices so that you can still be afloat when that time arises.

4 Areas Where Your Law Firm’s Management Should Shift in a Pandemic

The key to keeping your firm running through the current worldly events that have shut down so much of the country is to keep your clients, staff, and bank accounts happy.

Support Your Clients Through This Difficult Period

Your clients are your livelihood – without them you are nothing. Now is not the time to be hard on them or force contracts down their throats. Everyone is in a similar boat; we are all struggling in some way through this current period of trauma. It may not look the same for you as it does for your clients, but it is important to understand where they are coming from when they make requests or cop an attitude.

• Consider being lenient when upholding contract terms. If continuing to pay you will be detrimental to your client, you cannot expect that their experience will be good. You cannot expect that your working relationship will continue without a hitch. It may be in your law firm’s best long-term interest to let the clients go who are pushing back on their contracts. And honestly, do you want to be partially responsible for someone going hungry because you continued to charge them after they shared their situation with you? Save your sanity and your morals, and possibly elicit some rave reviews over your customer service, by letting them go.
• Offer payment deferments or discounts. If you need to keep cash flowing in, one of the best ways to do so is to offer discounts that keep you working and retain your clients through their financial hardships.
• Communicate with your clients. If things are changing in your law firm because of the pandemic, let your clients know! Whether that be a change of business hours, revision of policies, change in appointment types – keep your clients in the loop.
• Encourage your clients to communicate with you. Let them know you are here for them and that they are free to discuss any current concerns with you.

Support Your Employees – Don’t Leave Them in the Dark

If you are realizing that you need to let some or all of your employees go to financially survive the pandemic, let them know as soon as you know. Dragging your feet and waiting until the last minute is just delaying them from getting the government support they can qualify for. Communication is key and relaying the complete truth to your staff is going to earn far more respect than leading them on and providing a false sense of hope.

If you do need to make some lay-offs, provide support to your staff through information. Inform them of the programs available to them in your state and assist them in filling out the forms they need. They are likely feeling a lot of the same stress that you are, so making this transition as easy as possible is going to help tremendously and prove your worth as an employer. You will need to staff up again when this is all said and done – don’t burn your bridges with the people who already know how you like to run your law firm.

However, if you are able to keep your employees on at their typical pay rate, please do so! Set your staff members up to work from home; show them that you prioritize their safety and stability. Not only will you be helping the people that you work closely with every day, but you will also be encouraging their loyalty to you.

Get Ahold of Your Financials

Right now is the perfect time to really take a look at your firm’s banking.

• What do you spend vs bring in?
• Is your income being affected by the Coronavirus pandemic?
• What services are completely unnecessary for your law firm right now?
• What services could you hire that would actually cut other costs?
• Do you need to apply for some loans to float you through the pandemic?

Support Your Vendors and Services

If you have planned ahead and have cash reserves, now is the time to use them to help you while also helping the vendors and services that your company uses! Many companies are offering discounts and major deals when you pay in advance for the services you’ll receive in the future. This is a win-win; not only are you getting a great deal but you are helping to support the vendors that your law firm depends on and ensuring they still stand when the current crisis is over.

As an example, Back Office Betties is currently offering our clients a huge savings if they pre-pay for future months on their current plan. This helps us to continue helping them!

If you don’t have the cash reserves, just do your best to keep on as normal. The vendors that serve you rely on their clients’ payments to keep their wheels spinning and many are hurting right now as their clients cut costs.

 

We hope this post proves useful to you and provides you with some much-needed optimism. Have questions or want to chat about how we can help? Give us a call at (800) 958-8591 or reach out on Facebook.

Your company culture is a big deal – it’s the actual backbone of your company. A bad one and your business will be in pain, struggling to keep itself ahead. A good one and you’ll be running metaphorical marathons, way ahead of the competition. Why? Because good company culture makes for happier employees and happy employees do better work.

What exactly is company culture?

Company culture can be defined as a set of shared values, goals, attitudes and practices that characterize an organization.

However, it goes so much deeper than this general definition. Anyone you ask will have their own definition of company culture. The measure of company culture varies widely from place to place. But in the end, your employees are the ones who will give you the most insight into what your culture actually is.

We like to think that company culture is a representation of how you nourish your employees. Everything you do for your employees directly relates to their retention, respect for the company, willingness to be flexible, and the impression they leave on your clients. That leaves the question: What do your employees value and what shows them that they’re important to you? Do you offer special benefits, aside from health insurance and PTO? Are you open to criticism? Can employees come to you with new ideas or is everything your way or the highway? It must be clear to your employees that they are valued and important to your business’ success through how you speak to them, how they are managed, and the workload itself. Otherwise, what is the point of the work they do?

Why is all of this important?

If you find yourself constantly struggling to hire and retain employees, your company culture may be to blame. According to FastCompany, more than two-thirds of applicants want to know what the company’s culture is like over anything else when making a career change. That is pretty significant! But when you really think about it, it’s understandable. Who wants to stick around somewhere where they feel undervalued?

In addition, employees who feel there is a lack of respect among colleagues are 26% more likely to quit their job. Cultivating an environment where employees admire and respect each other is one key to good culture. This applies to the entire team, from CEO down. Employees who don’t like their boss are 4 times more likely to find a new job. On the other hand, 60% of employees would rather work with a boss they love for a 50% pay cut than work for a boss they hate at a higher salary.

Not only is turnover expensive, but it also negatively affects your level of customer service. The head of customer and employee success over at JustWorks states that “the best way to support customer happiness is actually to ensure employee happiness first.” He goes on to talk about the correlation of happy employees and higher Net Promoter Scores – the score that gauges how likely someone is to recommend a product or service. To have happy customers, you need happy employees.

Take a look at Google

Google is widely known as an amazing company to work for, as shown here by their ratings on Glassdoor. The reason behind their being such a great company to work for comes down to the culture they promote within. Flexibility, fun, trust, and collaboration are all keys to their company culture and allow employees to feel heard, respected, and valued. The CEO eats lunch in the same room as the rest of the employees. They also offer fun perks like nap pods and free snacks and employees are encouraged to work when and how they want. Employees want to be there and they want to contribute. Ideas flow and work gets done because every member of the Google staff is treated as an equal and important part of their business.

You don’t need to believe us, though. A research team from the University of Warwick explained that “Companies like Google have invested more in employee support and employee satisfaction has risen as a result. For Google, it rose by 37%; they know what they are talking about. Under scientifically controlled conditions, making workers happier really pays off.”

An example of poor company culture

On the other hand, you may have heard about the recent issues with poor company culture at luxury luggage brand, Away. A controlling CEO, lack of independence & privacy, and reduction of benefits all led to extremely low morale and eventually, the CEO stepping down due to backlash from employee unhappiness. Employees were required to make all communications public to the entire team, time off was taken away under the guise of motivation, and the CEO was known to use harsh language to berate staff in front of everyone else. Fear of making a mistake or saying the wrong thing was at the forefront of the staff’s minds. Constant fear of criticism leads to decreased productivity. Decreased productivity leads to reprimanding employees. The cycle is vicious and employees simply do not last at Away. If the business hopes to retain its employees and ultimately succeed, there is work to be done on their culture.

 

Back Office Betties company culture

Emily (CEO & Founder), being the customer service and culture queen that she is, puts both of these aspects of business above all else. In fact, she views both as symbiotic. You can’t have one without the other! Some of the most important aspects towards achieving the great company culture at Back Office Betties are:

• The use of Culture Index in hiring to ensure that the position someone is hired for is the right fit for their personality type
• Availability and accessibility of management for discussion of concerns, ideas, and day-to-day chit chat
• Thoughtful compensation plans and benefit packages, including generous PTO
• Twice yearly wellness days where we give each employee an extra day off and the gift of pampering
• Granting “Wishes” for birthdays and going above and beyond or meeting a goal
• Anonymous OfficeVibe surveys every week to determine receptionist happiness and areas of opportunity
• Remote work – Every staff member of Back Office Betties works from the comfort of their own home!
• Team chat that provides means of easy communication and community between team members
• Team get-togethers in all three of the states our employees live

As you can see, we take our employee happiness extremely seriously. This is not necessarily a complete list but you get the picture. It’s no secret that we love customer service and we’ve learned that a smiling staff is key to delivering! Our receptionist happiness goal is to always be above 9/10 and we hit it nearly every time.

How can you improve your company culture?

If you’ve noticed that your employees could be happier or aren’t performing to the degree you know they’re capable of, consider making some changes. Improving the company culture of your law firm doesn’t require extreme measures. No need to add the expenses of an in-house kitchen like Google right off the bat! Start small.

• Establish your core values and implement policies that positively enforce them. Involve the whole team in this for best results.
• Set the example for your company’s core values
• Smile more in passing
• Open your office to allow dialogue
• Create a space that your staff is happy to walk into each morning. If you can’t do that, consider offering remote work opportunities to your highest performers
• Offer small snacks in the break room
• Send an anonymous survey to your staff regarding what may help them to feel more valued
• Give praise when you recognize great work
• Take some work off of their plate. Allowing burnout is like taking a hammer to your company culture.
• Be human! Apologize when you are wrong, say thank you when appropriate, and relate to your staff on a personal level

Implementing some of the above is a great first step to getting your team back on track. Once you are able, add in some perks or update your benefits package. Create a reward system for positive reinforcement. You will see increased productivity and a fantastic general shift in work environment!

Have comments to add? What do you do to enforce a good company culture? Let us know!

Marie Kondo is on to something with her philosophy to discard anything and everything that does not “Spark Joy.”   It’s a very effective method for tidying up your house!  But, there is some real wisdom to her mantra that can be applied to every aspect of our lives, including in your law firm.

The ‘KonMari’ Method

Here is why Marie Kondo’s philosophy is life changing:

• It’s simple and offers quick results.  In the ‘KonMari Method’ all tidying should be done comprehensively all at once so clutter can’t be pushed from one place to another. In our businesses when we start to declutter, whether that be literally or figuratively (getting rid of vendors who don’t serve you, employees who just aren’t working, etc.) it should be done all at once.  This is so messes don’t get piled somewhere else becoming a problem for a later date.

 

• Teaches you to appreciate what you have. When you are in the decluttering process, you are made aware of all that you have creating a deeper sense of appreciation. It also impacts future behavior patterns. You become aware of what really works for you, and what doesn’t.
  
• Sorting by category keeps you from being overwhelmed and disorganized. At times we have so much to declutter and toss out we have no idea where to start. With the KonMari Method, decluttering is done by category.  You do not move on to the next category until the one is finished. It teaches to take things one step at a time and to not get so far ahead of ourselves.

Spring is right around the corner, so in the spirit of regrowth, take time to see how you can declutter your life. Whether that be in personally or professionally… there’s always room positive change and personal growth!