Solo Law Firms Archives - Back Office Betties

A selection of articles related to navigating the unique struggles and rewards of starting and running your solo law firm.

Tag Archive for: Solo Law Firms

The Importance of Mental Health for Attorneys

February 16, 2023

Mental health is an important part of any profession, but it is especially important for attorneys. Attorneys are expected to be able to handle high-pressure situations and make difficult decisions on a daily basis. As such, it is essential that they maintain their mental health in order to be successful in their profession. But roughly half of practicing attorneys are experiencing symptoms of depression and anxiety.

In this blog post, we will discuss the importance of mental health for attorneys and how you can maintain yours.

The Stressful Nature of the Legal Profession

The legal profession can be incredibly stressful. Attorneys are expected to juggle multiple cases at once and often have to work long hours in order to meet deadlines and keep their law firms running smoothly (especially solo attorneys and those at small law firms!). This often leads to burnout and other mental health issues when not managed properly.

Additionally, attorneys often have to deal with difficult, frustrated clients or opposing counsels which can add a whole new layer of stress to their lives.

The Impact of Poor Mental Health on Performance

The effects of poor mental health on one’s personal is often the topic of discussion. However, poor mental health can have a significant impact on an attorney’s performance in the courtroom or when dealing with their clients.

When an attorney is feeling overwhelmed or stressed out, they may not be able to think clearly or make sound decisions which could lead to mistakes or poor judgment calls. This could potentially cost them a case or damage their reputation as an attorney.

Tips for Maintaining Mental Health

It is important for attorneys to take steps toward maintaining their mental health in order to ensure that they are able to perform at their best for each case and every client.

Here are some tips that attorneys should consider:
Make time for yourself: It is important for attorneys to take time out from work and dedicate it to activities that help them relax and unwind such as exercise, reading, or spending time with family and friends.
Reach out for help: If you find yourself feeling overwhelmed or stressed out, don’t hesitate to reach out for help from a professional such as a therapist or counselor who can provide you with the support you need during difficult times.
Practice self-care: Taking care of your physical and mental well-being should always be a priority so make sure you are getting enough sleep, eating healthy meals, exercising regularly, and taking breaks throughout the day when needed.

Conclusion

Mental health is an important aspect of any profession but it is especially important for attorneys who must handle high-pressure situations on a daily basis.

It is essential that they take steps toward maintaining their mental health in order to ensure that they are able to perform at their best when needed. By following the tips outlined above, attorneys can ensure that they are taking care of themselves both mentally and physically so that they can continue doing what they do best – providing quality legal services!

Struggling to find hours in the day for self-care and mental health? Chat with our Growth Solutions Strategist to discover how Virtual Legal Assistants and Receptionists can give you the time you need to prioritize your mental health.

Why Attorneys Lose Their Passion — And How To Get It Back

February 13, 2023

How to Keep Your Passion for Practicing Law No one goes to law school out of a deep love of paperwork (no, not even transactional lawyers). But the practice of law often includes some undesirable tasks, and many of those fall firmly in the administrative realm.

Some degree of administrative tasks will always exist. At least the billable ones offer financial support to your practice. But there are all sorts of things lawyers and firms need to do just to maintain their businesses that are exhausting and which, honestly, can make even the best lawyers lose some passion for the profession.

The Dream (and the Reality)

Attorneys decide to enter the profession for a number of reasons, but many pursue a law degree because they have a legitimate passion for law. They may want to change the world — or at least a small corner of it.

But a legal career is much more than just lofty ideals and understanding the theory of law. Especially for solo practitioners or small law firms, a law practice involves a lot more than, well, just practicing law. Client acquisition, intake, and communication can take up a huge chunk of time, and it doesn’t contribute directly to the bottom line. And while this may seem like the cost of doing business, it’s also time-consuming and potentially overwhelming.

Even more than that, it can lead to professional burnout.

Rediscovering Your Professional Passion

The minutia of running a business doesn’t have to get in the way of your own job satisfaction. Here are a few ways to foster (or reignite) your passion for the legal profession:

Develop a reflective mindset. Yes, this sounds a bit out there, but bear with me. Taking even five minutes at the beginning or end of the day to reflect on how things are going can help you see patterns in your practice and your life. Are there common stumbling blocks? What can you do to minimize them? It’s hard to fix what you can’t see, so take a little time each day to reflect on what’s working well and what’s not.
Involve yourself with legal organizations and other lawyers. Your bar association may be a good starting point for this, but it’s definitely not the only option. Look for conferences that spur your interest and include presentations that speak to why you chose the legal profession in the first place. The connections you make at these sorts of events can be as invaluable as the presentations themselves. Look for people who have the same professional values as you do.
Make time for a little joy in your day. I know — with what time? When you’re losing your passion for your profession, the last thing you have time for is fun. But even five or ten minutes carved out to do something you really love can make a difference. So make the time to do something that recharges you as an individual.
Hire help. This is the big one — the secret to giving yourself more time in the day. If you hate the day-to-day administrative tasks of running a practice, hire someone else to do them. Of course, it’s not always feasible to hire someone full-time, especially when you’re just establishing yourself. Luckily, there are other options. Virtual receptionists and legal assistants are a surprisingly affordable option. Look for a company that specializes in the legal sphere to ensure that you don’t have to spend precious time teaching them about industry practices and standards.

Ready For a Break?

If you’re ready to reclaim your time (and your passion), we can help. Back Office Betties helps you grow your law firm with virtual receptionists and legal assistants. Contact us today to see how we can help you.

6 Tasks a Virtual Legal Assistant Can Handle

January 11, 2023

How much of your time is spent on administrative tasks instead of actual legal work?

More than you’d like to admit, right?

You know that you could use some help. But let’s be honest — it’s expensive and time-consuming to hire a new staff member. And, while the idea of a virtual assistant is appealing, you’re worried they won’t understand the specific needs of law firms.

You need a trained assistant who understands the legal field. Someone you can delegate tasks to with the knowledge that they’ll be handled correctly. And it wouldn’t hurt if you only had to pay for the time that you need.

Enter your new virtual legal assistant. These professionals specialize in working in the legal field. They understand the specific needs of law practices. Here are some areas where a VA can help your practice.

Client Acquisition

Client acquisition is essential (and hugely time-consuming) for the vast majority of law firms. Unfortunately, it’s an area that doesn’t directly generate income. You can spend hours of time looking for new clients without making a dime for your practice.

However, when it’s done well, client acquisition can set your firm up for success — after all, you can’t bill a client you don’t have. Virtual legal assistants are skilled at marketing and outreach. And once you have those new clients, your VA can handle your intake process for you. No more time wasted by you or your staff collecting basic information from clients.

Calendar and Email Management

How much time do you spend wrangling your calendar and replying to emails? If you’re like most lawyers, the answer is ‘too much.’ Your VA can maintain your calendar and screen your email for you, freeing you up for other work.

They can also help maintain your firm’s calendar by scheduling appointments, sending reminders, and following up with clients.

Document Management

Few fields are more document-dependent than law. You need your documents created, organized, and stored in a secure and easily accessible way. You may even have specific software for the task. This is one of those areas where general VAs might run into trouble — they won’t necessarily know best practices around legal document management or be familiar with management software.

With a virtual legal assistant, though, you’ll have someone who understands the importance of document management and can assist you in a cost-effective way.

Billing and Payroll

Is billing a hassle for your firm? Trust me when I tell you you’re not alone. It’s necessary for everyone, but that doesn’t mean it’s fun. Why not hire a skilled legal assistant to help with billing and/or payroll? You won’t regret handing these time-consuming tasks off to a qualified VA.

Process Documentation

Process documentation is a vital first step in moving away from doing everything yourself. In order to be able to hand tasks off, you need to know what those tasks are and have instructions on how they should be performed. A virtual legal assistant can help document the processes at your firm and create workflows and knowledge bases that allow you to hand the tasks off to others.

Social Media, Content Writing, and Website Management

Most lawyers are familiar with advertising — for years, law firms have relied on billboards, radio and television, and the Yellow Pages to market their services. And these outbound methods of advertising work (at least to an extent). But more and more potential clients are turning to the internet to research and find attorneys. If you aren’t accessible on social media or via a website, you’re missing out on a big source of potential clients.

But who has the time to maintain a social media presence or update a website?

A virtual legal assistant can help with that, too. They can handle your social media platforms and create content for your website that will educate, engage, and appeal to people who are actively looking for legal help. Plus, a legal VA is knowledgeable about legal advertising restrictions, so you’ll receive content that’s written with professional standards in mind.

A Virtual Legal Assistant Can Do So Much More!

This list isn’t exhaustive — a law firm virtual assistant can help you with all sorts of things. Want to learn more? Contact Back Office Betties today for more information on how virtual legal assistants can help your law firm!

Turning Passion into Practice

March 25, 2022

Would you quit a job you enjoy to start a new venture you’re passionate about?

Alene Anello, a graduate of Harvard Law School and president of Legal Impact for Chickens, faced this very decision. Eventually, she used her entrepreneurial spirit to found a litigation nonprofit that married her passion and purpose with her experience as a lawyer.

Originally inspired to learn about industrial animal agriculture thanks to her beloved pet chicken, Conrad, Alene has turned her lifelong love of animals into a career.

Find out how Alene decided to establish her own organization, what drives her work, and the one tech tool she couldn’t live without as a solo practitioner.

Making Life-Changing Career Decisions

Looking back, Alene’s career path wasn’t much of a surprise.

“My story was basically just that I’ve always been very opinionated,” says Alene.

“I was passionate about animal protection even before law school and I just wanted to keep doing animal protection in some way, Alene shares. “But I never envisioned being an entrepreneur.”

Alene began writing down her ideas and how she wanted to approach cases differently from what she was seeing. Eventually, she had listed so many things that she realized it was time to branch out as a solo practitioner.

The first step? Leave her good job.

“It was almost like my dream job…except I kept having these ideas,” says Alene. “It’s been really scary and really wonderful and exciting.”

How Consumers Can Help

We asked Alene what the average consumer can do to help the cause of Legal Impact for Chickens. She shared that “there are a lot of different things you can do; that depends on what feels right for you.”

People interested in supporting the ethical treatment of the animals should consider:

Trying vegan products that act as meat-free chicken alternatives
Advocating for better treatment of chickens by support organizations like LIC
Researching food companies they purchase from and asking them to pledge to improve the treatment of chickens
Researching how to interpret food labels to find the most ethical products

“I think it’s all about thinking about what feels right for you,” Alene explains. “There are a lot of really easy things you can do to improve animal lives. It should never be something that feels really unpleasant because then you’re not gonna stick with it, but something where you feel good about it. That’s the kind of thing you’re gonna do over and over again.”

The Tool You Can’t Live Without

When Alene was starting Legal Impact for Chickens, she was at first overwhelmed by the many different things that she had to do. She wanted to save money, so case management software was off the table. After trying to track her tasks with a notes document on her computer, Alene started to feel stressed out—until she found the perfect tool.

Now, when it comes to getting things done (and as an entrepreneur, there is a lot to get done), Alene swears by the task management app Todoist.

“It’s basically just like the best to-do list ever,” Alene explains. “You can just set a list of things to do with dates. Then when you’re done with them, you can click them off and it feels very satisfying.”

Stay in Touch With Legal Impact for Chickens

If you’re interested in keeping up with Alene and her work with Legal Impact for Chickens, visit legalimpactforchickens.org and follow LIC on LinkedIn, Facebook, and Twitter.

Putting the Client Experience First

March 16, 2022

How can firms stand out in a crowded online space and make meaningful connections with clients?

This is the question that drives Gyi Tsakalakis, President of AttorneySync, a legal marketing agency that helps leading lawyers grow their practices through digital marketing. Gyi shares how solo law firms should approach marketing, the client experience, and their digital footprint to gain a competitive advantage.

They Don’t Teach You This in Law School

When it comes to running a firm, most lawyers aren’t prepared for the marketing side of things.

“I’m a licensed lawyer, even though I’m not practicing. And I can tell you when I went to law school, they didn’t teach marketing and business stuff,” says Gyi. “Especially now with all the tools and technology and social networks and all this internet stuff—lawyers get overwhelmed,” he adds.

You went to law school to learn the history of law, not to learn how to create Facebook ads, right?!

“Unless they came from that background or had been an entrepreneur in another context, why would we expect them to know anything about running business marketing, especially when it comes to digital?”

Yet marketing can help attorneys establish a larger client base and grow sustainably…when done right. The key to marketing a solo firm, says Gyi, is looking at the big picture: client experience. This encompasses client engagement, client intake, and client service. If a firm has poor client experience, all the marketing in the world can’t help them grow.

Gyi particularly focuses on the importance of handling client intake, which sets the stage for the rest of the client experience.

An ineffective client intake process might look like this:

A website visitor clicks on the chatbot and asks a question and never receives an answer.
A referral emails the firm using the primary email and doesn’t receive a response for 2 weeks.
A potential client finds the firm’s phone number online, calls, goes through an automated answering service, and gets frustrated when they can’t speak to a person.
A potential client calls the firm and leaves a message, and does not get a call back until the next week.

Despite all of the work done to get clients through the door, this unpleasant client experience will cause drop-offs at an early stage of client intake. “You’ve got to fix that stuff first before you actually spend a single dollar on marketing,” Gyi explains.

How to Stop Wasting Marketing Dollars Through Client Experience

Get more bang for your buck by focusing on the client experience. This approach will help you retain the leads coming in, ensuring that your marketing is pulling in leads that convert rather than leads that drop off during intake.

How can a solo firm put this into practice? First, think about every experience that a potential or current client has with your firm.

Try asking these questions:

What does a potential client see when they search your name online?
What do they see when they arrive at your website?
What happens when they call you?
What happens when they email you?
Where can they reach you?

Everything you set up has to be viewed from their perspective, not just what’s most convenient for you.

The answers to these questions can guide solo law firms in creating client-centric processes. Ultimately, the real goal is to answer client questions and help them identify if your firm is the right fit for them right away. That’s not always realistic, so the next best thing is to set their expectations and stop their search.

Establishing a solid client experience could mean the difference between keeping a lead in your funnel and a lead heading back to Google to find the next lawyer to work with.

The #1 Marketing Tool Every Lawyer Needs

If there’s anything that Gyi wants lawyers to take away from marketing it’s this: you absolutely must sign up for Google My Business.

This goes back to his approach to the client experience. “People are gonna go look for information about you online,” Gyi explains. “Google has the lion’s share of search traffic.”

How you appear in Google is going to make a big difference for those searches. If your firm doesn’t show up on Google, for instance, it’s likely the search will stop there. However, if your firm shows up with a website, reviews, and a phone number, they are more likely to get in touch.

Think of Google My Business as the website before your website…and it’s free! All you have to do is claim the profile and fill it out. This boosts your digital presence and legitimizes the firm for clients. You wouldn’t have a law office without a sign on the building, and you also shouldn’t have a law firm without a digital presence.

Enlist a Marketing Expert

Solo practitioners have a lot on their plate, and running a firm can mean learning on the go. You can’t master everything at once! Get the most out of your marketing with a strategy that maximizes marketing dollars spent by building a digital presence that brings in leads for your firm and turns them into paying clients.

If you’re ready to amp up your digital presence and stand out in a crowded market, you can reach Gyi at attorneysync.com, connect with him on LinkedIn, or follow him on Twitter.

One Action That Can Free Your Firm From a Plateau

March 9, 2022

Are you the kind of executive that wants to “do it all”?

Me too.

As CEO of Back Office Betties, I have to keep a lot of balls in the air. In truth, one person can only do so many things effectively. So, when you spread yourself too thin as a leader, your team and your business growth will suffer. You don’t want that.

That’s why I’m sharing how I navigated Back of Betties past a plateau, and the hard lessons I learned along the way.

Every good leader should do this when their growth stalls

Let’s talk about plateaus for a minute.

Every business has them. It could be that you’re not bringing in enough clients or the clients you have aren’t returning enough revenue. Whatever it is, we’ve all had a time where we’ve felt stuck as a business and unsure how to move forward.

It took a hard look at myself as a leader and the business as it was versus where I wanted to be to realize I needed to make some changes. I needed to learn how to outsource work efficiently and effectively.

I’ll be honest, I had the same concerns as a lot of leaders about investing in outsourcing, such as:

Would the ROI be worth the spend?
Will the work get done well?
Can I trust outside help with my business?
Will this create more work for me instead of less?

These are valid concerns, but I also knew that something had to give if we were going to break through a plateau. Here’s the approach I took to affordably grow our team and gain access to expertise outside of my own through outsourcing.

5 Essential steps to take before outsourcing tasks

Every firm is different, but I hope that my experience can help other executives strengthen their organization and structure. At Back Office Betties, we used an approach based on EOS, the Entrepreneurial Operating System® to improve how we outsource.

First, I created an accountability chart that imagined a box for every role at the company and listed out the core responsibilities. I quickly realized a few key things that changed the way I look at my business and how I wanted to move forward.

Here’s what I noticed right away:

I was sitting in several of the boxes and holding a lot of responsibilities.
I had more than one person filling multiple boxes, making things sloppy.
I had vendors/outsourced help filling some of the roles, but I didn’t have a process for holding them accountable.
I needed a plan to make sure that I was leading effectively and filling any gaps.

Based on what I learned, this is the advice I would give any firm executive who is starting to scale their services by outsourcing work with vendors, freelancers, and fractional employees:

Identify where you are stretched too thin across roles and responsibilities.
Identify where you can consolidate responsibilities under one person to streamline processes.
Develop onboarding materials so that your vendors have all of the necessary information to get started.
Create a system for accountability to keep freelancers and fractional employees on track.
Set up regular check-in meetings with outsourced workers to stay on top of changes, blockers, and tasks.

Break through your growth ceiling

Don’t let your responsibilities control you—control them instead. We all hit a wall sometimes, but your company’s growth doesn’t have to suffer! Free yourself from a plateau by learning how to outsource work to affordably grow your team and gain access to outside expertise.

Expert Marketing Tips for Solo Attorney Success

February 16, 2022

This Solo de Facto guest is an expert communicator and PR guru. Brad Swezey is the president of Just Small Biz Marketing and vice president of PR4Lawyers. Brad shared his wealth of knowledge about marketing as a solo practitioner, from common challenges to basic steps to start building a winning marketing process for your business.

Why Small Law Firms Need Marketing

We asked Brad to tell us one thing that he wished attorneys knew about running a successful law firm. His answer: that marketing is a key to success.

Unfortunately, your skill as an attorney doesn’t mean you’ll automatically get clients. This can be a tough pill to swallow for attorneys just starting out, as well as seasoned practitioners! As Brad points out, attorneys aren’t taught how to market themselves in law school. So when you set out to start a small or solo firm, many times you don’t have the basic skills to stand out in a sea of other qualified attorneys. It’s even harder when you are competing against bigger law firms with established reputations and a dedicated marketing budget.

Without the right marketing skills, a solo attorney is going to struggle to get the right clientele. When they struggle to get clientele, they won’t know how to pay the bills.

The marketing knowledge gap was made even more apparent by COVID. When attorneys could no longer rely on face-to-face networking, they began to realize that relying on one channel to get business comes with risks. As more attorneys delve into marketing for their practices, they’re faced with a big learning curve.

Common Marketing Challenges for Attorneys

Brad has pinpointed a few common challenges that attorneys run into when they start marketing. Which of these challenges resonate with your small firm?

Face-to-face network opportunities are more limited. When attorneys can’t go out and talk to people in person, they need new strategies to get people to come to them. Attorneys don’t always know what opportunities are out there for them, or how to get started.

Attorneys are not familiar with the concept of a marketing funnel—i.e. attracting leads and nurturing them through stages of awareness, consideration, and decision-making. Many people view lawyers like they do auto repair shops. You don’t think about finding one until you need it. Clever solo practitioners can use marketing to establish themselves as the obvious choice before their audience even needs them.

Solo firms feel like they’re competing with big firms. This can lead attorneys to use generic messaging that mimics what the big firms are doing when instead they should be leaning into being solo practitioners. Instead of looking at being a solo firm as a disadvantage in a crowded market, use it as a tool for unique positioning.

Practitioners don’t view marketing as a long-term investment. An investment in marketing isn’t too different from an investment in law school, according to Brad. If you trust in the process and don’t expect magic results, it will eventually pay off…just like spending money on law school is an investment in a well-paying career. On average, most businesses should devote about 10% of target revenue to marketing.

How to Start the Marketing Process as a Small Firm

It’s not uncommon to be intimidated by the marketing process, especially if you’re running a solo firm. Brad recommends a few foundational places where busy practitioners can start to build out their marketing without spending a ton.

Connect with referral sources. Making connections is free! Establish relationships with other attorneys who fill in gaps of expertise. If you get a lead or have a current client who could use their help, send them along. You will surely get referrals in turn!
Partner with organizations and associations to present webinars and seminars. For example, an estate planning lawyer can set up a free seminar in partnership with a funeral home to educate their clients and bring in new leads.
Network on social media. Use popular channels like LinkedIn, Facebook, Instagram, and Twitter to reach audiences and network with other attorneys. One note of caution: don’t feel like you need to use all social networks at once. It’s okay to stick to one channel that works for your business!
Reach out to local reporters. Offer to be a source or subject matter expert for relevant articles and TV spots. This gives you an opportunity for free publicity and to make connections within your community.
Create content that educates your ideal customer. This might be podcasts, blog posts, or videos that provide valuable information to people who are seeking services like yours.
Niche down! You can’t do everything or serve everyone. It might be tempting to offer a large spectrum of services to increase your chances of bringing on more clients, but this can result in bad marketing and burnout. Narrow down to your clearest, most direct messaging to find your perfect audience.

Attract the Right Clients

As a solo practitioner, you’re already doing your own thing. You might as well focus on finding the types of clients who will pay you for what you bring to the table. It’s time to use your marketing efforts to attract the right clients at the right price point to build a successful solo firm.

To hear more from Brad in his episode of Solo de Facto, listen here.

The Importance of Being Yourself in a Solo Practice

February 10, 2022

Elisabeth Pickle is the founder of The Mindful Counsel, a boutique estate and trademark law firm based in Scottsdale, Arizona. After starting her career in medicine, Elisabeth realized that her true passion was in advocating for people. When her family lost her beloved grandfather’s farm due to a divorce, Elisabeth found her niche—making sure other families would not have to go through what hers went through.

Recently, Elisabeth realized that she wanted to stop being someone she wasn’t in her professional life. Since then, she has mastered the art of showing up authentically and attracting the right clients with her marketing.

Standing Out From Big Box Firms

Why is it important to show up as your authentic self as an attorney?

For some, this might be scary. Elisabeth realized that once the results started coming in, it was the best business decision she could have made. That’s because it allowed her to show potential clients that she is a lawyer they can confide in.

Like many solo law practitioners during 2020, Elisabeth struggled trying to figure out how to pivot at the beginning of the pandemic. However, during this time, The Mindful Counsel homed in on its mission and its target audience. This growth edge allowed Elisabeth to explore new ways to connect with her ideal client.

Authenticity Leads to Creativity

Elisabeth has managed to go where not many attorneys have gone before: TikTok. Elisabeth will be the first to admit that her TikTok presence was “never supposed to be a thing.” At first, Elisabeth used TikTok to watch other professionals—lawyers, doctors, dentists, and financial advisors—connect with their audiences.

Then she had an epiphany: TikTok could be an amazing channel for marketing her practice.

Connect with potential clients using engaging content. TikTok is a great place to provide information that gets potential clients thinking about estate planning on an engaging platform.
Create and share content inexpensively. A great thing about TikTok is that you can reach a lot of people with just a little bit of time invested.
Generate demand for your services. Get the wheels spinning! Estate planning isn’t top-of-mind for everyone, but creating TikTok videos has helped Elisabeth plant the seed in the minds of her followers.
Make “boring” topics interesting. Estate planning can be very It can be challenging to get people excited about following an estate planning practice. However, Elisabeth has gotten great positive feedback from the public.
Show your audience that their attorney is a human being. Create authentic marketing that goes beyond perfectly-polished websites and ads content.

How to Attract Your Ideal Clients with Authentic Marketing

Despite finding success on TikTok and identifying her authentic voice for The Mindful Counsel, Elisabeth admits she couldn’t have planned it any better on a piece of paper. However, she does have advice for attorneys seeking authentic ways to reach their audience:

Start small! You don’t need to become a TikTok star to show your “real” side. Create an unscripted YouTube video that tells viewers who you are, who you serve, and how you can help them.
Make sure you’re reaching your audience in the right places. Elisabeth’s TikTok marketing works because she is trying to reach young and midlife professionals interested in planning ahead for their families. The message might be the same, but changing up the medium will help you reach new audiences.
Take more risks. Even though lawyers are risk-averse by nature, when you’re running your own practice you have to take risks. It’s okay to try a new way to connect with your audience because it just might work out.

Discover Your Authentic Message

If Elisabeth’s story teaches us anything, it’s that you don’t have to be perfect to sell yourself as knowledgeable legal counsel. Whether through TikTok, YouTube, Instagram, or another marketing channel, consider taking a chance on showing your human side to attract your ideal client.

Listen to Elisabeth’s episode on Solo de Facto here!

How Busy Attorneys Take Vacations Without Working The Whole Time

May 4, 2021

If you’re anything like the rest of Americans, you could probably use a vacation. As more people get vaccinated and more places across the country (and world) open up, it’s looking like 2021 will be the year to get back out there and enjoy yourself.

“But I can’t leave my firm! I’ll have to work the whole time,” you say.

Not quite.

You’re a busy attorney and you deserve to take a break. Not only that, but it’s possible for you to get this break without working from the beach. You just might not know it yet.

A little work to set up some key components to running your law firm now could save you a whole lotta stress and time in the long run. I’m talking maybe even two work-free vacations this year ????

Busy Attorneys Enjoy Work-Free Vacations Through:

Automation
Systems & Processes
Phone Coverage
Communication With Clients

How Automation Can Help You Enjoy Your Vacay

We’ve talked about it before and surely this won’t be the last time: Automation is one of the greatest tools to have in your belt.

Automation doesn’t have to be computerized – it can simply be a task triggered to someone (preferably someone who is not you) after another task or trigger is completed.

Things you can automate to help you step away from your law firm:

New Client Intakes
Client Follow-up
Payment Agreements
Accepting Payments
Client Scheduling

Replicate Yourself With Systems & Processes

You like things done a specific way so you tend to try and do most of it yourself. Or you outsource a task but find yourself frustrated that they didn’t do it the way you do. Sound about right?

If so, you could benefit from documenting your systems and processes so that anyone who takes on the tasks you’ve been doing will do them exactly as you like them done.

Not only will this help you take a vacation without sacrificing your law firm’s productivity, but it will also save you tons of time and stress in your day-to-day!

Some systems & processes you can document and replicate in your law firm:

Standard client communication practices
Documentation processes
Court filings
Client intake questions
Case research
Communication with the courts
Email organization
& so much more

Communicate With Your Clients & Return Stress-Free

Even if you’ve put all of the above steps into place, there’s still a chance that your clients will demand your attention. Especially if they have no clue as to why you are seemingly dodging their calls.

The best way to get ahead of this is to communicate prior to silencing your phone. Let your clients (at least, the ones most likely to notice your absence) know that you will be out of the office and give them guidance on how to get in contact with someone else that can help them in the meantime.

You can do this through email, by setting an Out Of Office reply message, and also by updating your phone’s voicemail to provide details of whom to contact for assistance in case their call goes unanswered.

Phone Coverage Is A Vacation-Saver

If there’s only one thing you can do to cover yourself for a vacation, it should be getting your phones covered. Nothing can cramp your vacation style quite like your phone ringing off the hook while you’re trying to relax by the pool.

By ensuring your phones are answered while you’re away, you can ensure your client questions are still handled, lead information is still captured, and appointments can still be booked. Things don’t have to go completely on hold just because you’re not working that week. In fact, it’s best that they don’t so that your workload stays steady once you’re back.

If you don’t already have a dedicated receptionist, the easiest way to do this is to hire an answering service. They can keep the status quo with your callers and ensure that all questions are answered and appointments get booked for after you come back.

If you’ve been searching for a way to take a much-needed vacation this year, give us a call at (800) 958-8591 and discover how Back Office Betties can help you get away, stress-free.