Reverse-Engineering A Law Firm To Improve Client And Employee Retention

A Perspective by Ron Bockstahler, CEO

Raising six children has given me some insight into the creative mind. For years I have been amazed at how my children find creative ways to avoid their chores or how they will spend 20 minutes trying to convince me they completed 2 hours’ worth of homework in 15 minutes so that they can watch a show or go play with friends.  Recently I was reading an article about a first grader that noticed his father was having difficulty with the car radio, so he explained to his father he should reverse-engineer it. After some investigation the father learned the young scholar was learning about industrial espionage at summer camp, where they were deconstructing toys or reverse-engineering them and using the parts to make new toys. College level instruction and material many consultants have built their careers on.

It seems law firms would be well-served to apply the same thinking this first grader used with his father’s car radio to their business operations. Start with considering how best to care for clients, with reasonable profit margins. Yes, profit margins are not a bad thing, but they are when the firm pays little to no attention to expenses with the mindset that they have near unlimited pricing power. When it comes to taking care of clients, this is best done by employees that enjoy their work and the work environment in which they spend most of their waking hours. For more years than I care to admit, I believed working set hours in the office demonstrated my quality of work and commitment to my employer. With age comes wisdom, or so we hope, which is why I have a different view point today.

There is no one-size-fits-all solution when it comes to creating a work environment where we all can maximize productivity and happiness. Prior to the pandemic most of us came into the office 5 days a week and worked fairly set hours. It was our norm, what we grew up watching our parents do, and what we were groomed to do from an early age going to school. Although, somewhere between school and getting a full-time job we eliminated the long summer vacation we all enjoyed so much. Now that we are reverse engineering the work schedule, place of work and work conditions, maybe this is something that needs to be implemented into work life in some form?

Law firms and other professional organizations are competing for a small pool of available employees and the primary tool being used to lure these employees is compensation, a tool that can run counter to the best interest of your clients, since they are directly or indirectly picking up the tab. There are numerous articles highlighting the factors employees are taking into account when deciding which job offer to accept. As you are going through this reverse-engineering process of your law firm, pay attention to what your employees are asking. If they want flexibility, try to change your business model to allow the most flexibility possible. This may mean introducing flexible work hours, being creative with where they work, implementing a hybrid work model that still allows the firm to maintain the desired culture, or maybe implementing rotating sabbaticals for team members.

Reverse-Engineering A Law FirmAs you work through the reverse-engineering process of how your law firm operates, be open to new creative possibilities. Can you reduce your office footprint and reduce costs to your clients? Are employees more productive and loyal when allowed some freedom to choose when and where they are allowed to work? What is involved in creating and maintaining a culture? These are a few of the questions to consider as you work through this process.

I’ve been providing flexible office space and support services to law firms for 20 years and have never experienced the demand from law firms with 5-15 lawyers and support staff that I am seeing today. Is it possible the traditional office for small and midsize law firms is changing forever? As I client to a few law firms, I sure hope so.  I will add that I expect to see corresponding cost reductions in the services I receive because today’s law firm should be able to operate with a lower overhead than was possible just 7 years ago. If they cannot, it may be time for clients to rethink the law firms with whom they work.

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Meet The Candidate Night with Special Guest Jesse White

Deidre Baumann for Cook County Judge (Punch 177)

Meet The Candidate Night with Special Guest Secretary of State Jesse White

Amata is proud to host our next Meet the Candidate Night with community member attorney Deidre Baumann on the ballot for Cook County Judge.

Running for public office is a very big undertaking and an act that deserves our time to listen and learn about the candidates. Attorney Deidre Baumann, a life-long Chicagoan and dedicated civil litigator in our community is running for Cook County Judge and will be on democratic primary ballot on June 28th. Deidre bring patience, compassion, experience and knowledge to the bench and asks for your support. She is endorsed by Secretary of State Jesse White, Congressman Danny K. Davis, Representative Omar Williams, Alderman Jason Irvin, Walter Burnett, Emma Mitts, Chris Taliafero, Roderick Sawyer, Cook County Commissioner Frank Aguilar, IVI-IPO, ChicagoNOW, Personal PAC, LGBTG IMPACT, Westside Voter’s Coalition PAC, and others.

Join us and special guest Secretary of State Jesse White

Date: Wednesday, June 22nd,
Time: 5 pm – 7 pm
Location: 180 N. LaSalle St., 37th Floor

The Stage is Set by Chase Hopkins

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Amata Law Offices Suites supports Haymarket Opera | Chicago Entertainment

We Welcome Back the Haymarket Ballet!

In the French tradition, L’Amant anonyme overflows with stylish dance, performed by members of the Haymarket Opera Ballet. Choreographed by baroque dance specialist Sarah Edgar, Haymarket welcomes dancer Kali Page Benz, Julie Brumfiel, Andrew Erickson and Emmanuel Ramirez. Alongside the delights of this charming opera, enjoy the elegance of early ballet this June!

The premier for Haymarket Opera’s rendition of L’Amant anonyme is set for Thursday, June 16th. With Sunday’s performance sold out and only a few tickets available for Friday and Saturday, get your tickets today!

The Stage is Set by Chase Hopkins, General Director Haymarket Opera Company

It was a huge day for the technical team as the hand-painted scenery was unfurled and hung. Four crew members were needed to hand-tie these fabric panels into place, and even in their initial stages, they look beautiful. Designer, artist, and historian Wendy Waszut-Barret has created something very special for this production.

Our lighting designer, Brian Schneider also had a big day with our master electrician to rig the lighting. The next process will involve focusing the lights in the directions they should hit the stage and scenery. Following that, our team will use “light walkers” or stand-ins for the cast to test lighting levels and set cues for the show. We are running slightly behind on this schedule, but not to worry, it will sparkle when it’s done! Brian and I are also playing with the refracted light from dim chandeliers in the hall to emulate candle glow in the audience. We’ll see where that ends up, but I think it could be an added element that transports us back to the 18th century… without real candles of course. Enough wooden theatres have burned down to ensure that no modern theater allows for real flames on stage!

Costumes

Costumes had their final fitting, which is always such a joy. The cast have been creating their characters in staging rehearsals for the past two weeks, but once the gloves, hats, skirts, and coats  are on, they come to life! The final fittings require a great deal of coordination with our fabulous costume designer, Stephanie Cluggish and the stichers that make each of the garments by hand. Now that they have had their final fittings, last alterations can be made ahead of the dress rehearsals and performances.

Similarly, wigs are being fitted and styled. Each of our 10 cast members, both singers and dancers will appear in period-style wigs. As we have learned, people of the 18th century were actually disgusting, their wigs and hair being no exception. For the comfort of our cast, we’ve chosen to ignore SOME historical practices to stay in line with health and safety standards of today 🙂 For the first time we welcome wig designer Megan Pirtle. Megan is a chicago-based designer with great experience from the Lyric and other theatres. As Megan finishes styling the wigs this week, I look forward to seeing the finished product with you at the performances!

Orchestra

On Monday we work with our fabulous orchestra. Craig will be leading these orchestra-only sessions ahead of work with the cast and the dress rehearsals. We welcome 8 specialists from around the nation who perform on 18-century wind and brass instruments. It should be a fantastic addition to our merry crew. Unfortunately, covid has already taken its toll, as Craig and I had to replace one of our natural horn players today. We are lucky to have sourced a replacement in such short notice! That’s what producing in the time of covid looks like now!

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Six Things That Keep a Paralegal Up at Night

A great paralegal strives to deliver work on time and accurately.

They’re also vital to law firms because they handle everyday tasks on several cases at a time to keep the caseload moving in the right direction.

What do they worry about the most? They have the skills and talents they need to succeed every day, even in a busy legal environment.

We’ll take a look at six things that keep a paralegal up at night, and how they help bring success to a law firm.

1)  Time Management

Paralegals are always busy with the daily tasks that keep law firms and solo practices running smoothly. There is plenty to do throughout the day, such as answering phones, talking to current clients, responding to emails, preparing documents, and getting ready for depositions.

With increased caseload comes increased workload, which is a good thing for your law firm.

When the daily tasks of running your practice become too much and you don’t have enough time to accomplish these tasks, perhaps it’s time to look into a paralegal to help alleviate your workload.

2)  Caseload Management

Paralegals are at the front lines of caseload management. They know what cases should have priority and which ones have looming deadlines. They also know when and how to pass along messages to attorneys regarding important developments in the case, especially if the other counsel reaches out to make a pretrial settlement and it’s time to negotiate.

Would you rather just focus on the aspect of case law to focus on your clients? Or would you rather understand what cases need your attention first and foremost?

Paralegals can help you manage cases from start to finish. They use automated tools to keep track of things (Amicus is a good one), otherwise they would spend too much time doing extra busy work.

Automated tools and platforms also store information, documents, and filings, especially with cloud-based systems. Paralegals know these systems very well as part of their daily tasks, and they can alert you when to review documents ahead of filing them with the court.

3)  Trial Prep

Preparing for a trial is a lot of work. You have to bring evidence, retrieve files, print out documents, and be ready for anything.

Paralegals can help you prep for a trial so you’re ready to follow court procedures, interview the other side’s witnesses, and learn how to talk to a potential jury.

Any paralegals you have on staff can take care of the paperwork and files. You should get ready to deliver the best possible results for your client.

4)  Deadlines

Different court systems have varying procedures and filing deadlines. Your scheduling app keeps track of client meetings and court dates, but not necessarily when filings are due to the court.

Having a paralegal on hand gives you an extra helper to work on filings and documents ahead of deadlines so you don’t miss anything. Missing a deadline can cost you a case or give your opponent leverage against you and your client, particularly when there are motions due or if there’s a pretrial conference coming up.

5)  Client Intake

How do you know what clients you should take?

There are varying levels of potential clients, from ones you know you should never take to ones that are great for your firm.

Paralegals have the know-how to understand what a good client would be for you. You can easily train a paralegal to handle client intake for you with a series of questions to ask potential clients.

Client intake interviews and questions are vital to making sure you can reasonably succeed in your case. You can’t win them all, but knowing vital information ahead of time can help you determine if you want to proceed.

Send along a list of questions (and the answers that a paralegal should know), such as:

  • What is your reason for contacting an attorney today?
  • Can you tell me more about your situation?
  • Have you ever worked with an attorney before?
  • Have you already consulted with an attorney about this matter already?
  • What outcome would you like to see from this case?
  • Do you have any documents you can show me?
  • Have you been served with court papers?
  • What expectations do you have with our firm?
  • How would you prefer we communicate with you?
  • Why did you choose to contact us?
  • What are your biggest concerns with your situation?
  • Have you considered attorney fees and your budget?

A paralegal can also answer many questions the potential client may have, such as what the next steps are, how much money should they pay, and what are any potential outcomes like.

Paralegals also understand the line between getting enough information and when talking to a potential client becomes a waste of time. Your paralegal has the panache to navigate client intake.

6)  Maintaining Accurate Information & Documentation

Accuracy and details are everything in legal work. One wrong name, place, or date, and you could end up losing a case.

Paralegals are masters at knowing details and understanding what details are important. They document everything properly, save them in the right files, and help you maintain proper filing schedules.

When you have so many pending cases on hand, the details can slip away from you. Managing all of the information can fall to paralegals who are trained to handle such tasks.

Hire a Fully Vetted Paralegal to Assist You

Amata is an attorney services firm based in Chicago. We offer a wide range of support services, including paralegals who assist you with the daily tasks of your law practice.

Your paralegal can be virtual or on-site, whichever you prefer. We have a variety of on-demand options to fit your needs, whether you require a paralegal just to maintain caseload or need one to handle all administrative tasks. You don’t even have to hire a paralegal full-time.

Even better, the paralegal you hire is on our payroll and not yours, saving you money on benefits such as insurance.

Contact us for more information. Experienced help is just a phone call away thanks to our network of paralegals.

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