1 / 15

Law Practice Management Calendar/Scheduling Management & Personnel Issues

Law Practice Management Calendar/Scheduling Management & Personnel Issues . By: Christina Benitez & Alesha Smith. Scheduling/Calendar Management. Outdated method: paper calendar to manage appointments . Modern Calendar Management:. Most efficient modern method = electronic calendars .

tracey
Download Presentation

Law Practice Management Calendar/Scheduling Management & Personnel Issues

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Law Practice Management Calendar/Scheduling Management&Personnel Issues By: Christina Benitez & Alesha Smith

  2. Scheduling/Calendar Management Outdated method: paper calendar to manage appointments

  3. Modern Calendar Management: Most efficient modern method = electronic calendars

  4. Electronic Calendar Options: • Can go the basic route of iCal, Google Calendar, or Microsoft Outlook • However since lawyers at firms have very busy schedules with multiple events going on at a time law practice management software where you can have “firm wide calendaring ” is a MUST have • Great programs that can sync to Outlook

  5. Examples of Programs Available: • Rocket Matter • Offers individual and firm wide calendaring, to do and task tracking matter management, conflict tracking • Cost is cheaper the more users you have ($49.99 a month for 2-6 users; $39.99 a month for 7-20 users) • Amicus Attorney • Offers calendaring, universal communication, to do lists, deadline management • Small firm edition is $499 (needs annual tech support) • Practice Master • Offers firm wide calendaring, conflict checking, document management, common task templates, and emails • Basic version is $150 for first user and only $50 per additional user

  6. Electronic Scheduling Benefits: • Easy to use (just type your appointments in) • Can block off time (lets your secretary know you cannot be scheduled for anything during that time) • Allows for easy synchronization among multiple users • Calendar is viewable to multiple parties at the firm • Promotes cohesion and organization • Efficient scheduling because secretaries are able to see the availability of all the attorneys at the firm

  7. Electronic Scheduling Benefits: • Integrated calendar can be used to schedule: • Appointments (both professional and personal) • Court appearances (hearings, pre-trial conf., motions) • Depositions • Client meetings/conferences • Allows for “alerts”/reminders of important meetings/events • Electronic calendar very conducive to the active, often hectic attorney lifestyle • Can be accessed remotely where ever you are on your computer, I-phone, I-pad, etc

  8. Personnel Issues

  9. Develop a Personnel Manual • So our legal assistants will know what we are expecting of them • We can cover potential conflicts which causes the employee to be further away from home

  10. How to Develop a Manual • Create our own manual • Copy the manual of another law firm • Buy a manual from the ABA • Buy a CD with sample policies from LOMAS

  11. Solution to Losing Personnel • Let them work from home • They can be hooked up to the network and working from home • Necessary equipment: • Desk • Chair • Computer - laptop may be easier • Web cam • Skype capability • Phone - home/cell • Small copier and scanner • Computer desk area at the office • Commute to office when necessary

  12. Hire a Virtual Assistant • Can be located anywhere in the world

  13. Top 5 Reasons to Hire a Virtual Assistant • We only pay for what you need • No extra office space or equipment is needed • They can provide much needed support • We can tap into current marketing for the firm • We can get strategy’s

  14. What Can a Virtual Assistant Do for Us? Anything and everything we want them to do

  15. How do we Find a Virtual Assistant? • Word of mouth and recommendation is the best referral • Request For Proposal (RFP) form where we can outline the services you are looking for and our request will be distributed to all member VA's • Those who provide that service and are available will contact us

More Related