GLSA

Five Tips For Doing More With Less

The Group Legal Services Association’s (GLSA) annual meeting was held May 17-20 in Scottsdale, AZ. A theme of the conference was how to do more for less. Solos in particular can leverage technology for existing clients and to increase potential new matters.

Five trends and tips from the CLEs provided over the three-day conference:

Education

Whether consumer or business, educate clients on the needs and benefits of using an attorney rather than marketing based on fear. Technology can both assess clients’ needs and provide basic information to bridge that education gap. Triage tools like expert systems or chat bots can provide a roadmap and spot client issues without any time spent by the attorney. Gone are the days where if you build your practice, the clients will come.

Practice Management Technology

The discussions moved past whether attorneys should use technology and the cloud to several presentations on enabling technology work that works for you. Also, it’s important to ensure that all the systems are securely integrated with your laptop and phone. The practice management system is the starting point or core solution. Ensure that any other systems will communicate and work well with each other, keeping the practice management system at the center of your technology plan.

Metrics

Although key performance indicators (KPIs) are being used more regularly, it’s important to create a framework to organize and coordinate the metrics. The first step to choosing metrics is to focus on your firm’s challenges or problem areas. Take the time to examine all your data sources and ensure good date, otherwise the results can be false indicators. Solos have the most to gain from zeroing in on a few measurements for client satisfaction and new client development plus a metric to ensure prompt collections.

Future

Chatbots, machine learning, and artificial intelligence (AI) are not going away. And like other technology, these solutions will bridge the education gap and help triage clients’ needs. Some of the routine non-legal tasks will be replaced by technology but that is okay because clients today expect lawyers to use technology. The future of legal services will include AI but, again it’s not the replacement of lawyers, instead AI allows more affordable and robust legal offerings.

Change

All attorneys should be open to doing things differently or should not invest in technology or new systems, including KPIs. Whether it’s technology, outsourcing administrative tasks, or new approaches to firm management, all free up attorneys to provide legal services. However, simply purchasing a solution without examining work flow and processes for improvements is a waste of resources.

From the state of the industry panel to the closing CLE presentation on the future of legal services, the conference’s common theme was freeing up attorneys to practice law and provide affordable legal services to more clients. #onwards.

About Mary Juetten

Mary Juetten
Mary Juetten is the founder and CEO of Traklight and the co-conspirator behind Evolve Law. She specializes in helping companies in transition or startup create sustainable, operational, and financial growth. Her financial credentials and legal degrees provide a foundation for consulting on business or practice improvement. Mary created the only self-guided risk management software platform that creates a custom business risk and intellectual property (IP) strategy and automates the client question and intake process for business, IP, and startup or venture attorneys. Mary is an international writer, who contributes to Forbes, the ABA's Law Technology Today, GoDaddy Garage, and the Lawyerist plus wrote KPIs for Small Law Firms for Thomson Reuters; speaker; and mentor. Mary is on the GLSA Board and is a LegalShield Access Advocate.

Check Also

Mac

The Top Three Tools When Comparing Documents with a Mac

When you work with text, as you certainly do in law, you often need to be able to compare one text to another easily and quickly.