Amata Partners with Clio to Empower Small Law Firms

We are thrilled to announce Amata’s new partnership with Clio, the leading legal practice management software. This collaboration is set to benefit the entire legal industry, especially small law firm owners. Together, we aim to simplify law firm operations, enhance client service, and drive efficiency across the legal landscape.

 

Clio offers a comprehensive platform designed to meet the evolving needs of modern law firms, including:

 

  • Client Intake and CRM: Streamline client onboarding and relationship management.
  • Time Tracking: Capture billable hours accurately to boost profitability.
  • Document Management: Access and organize files effortlessly, from anywhere.
  • Billing and Invoicing: Simplify financial processes with integrated tools.
  • Online Payments: Provide clients with secure, convenient payment options.
  • Calendar Management: Stay on top of deadlines and schedule with ease.
  • Secure Client Communications: Protect sensitive information with encrypted messaging.

 

Amata’s role in this partnership ensures that small law firms not only access Clio’s powerful tools but also receive ongoing support to maximize their benefits. Our team of administrative assistants will assist firms with onboarding, troubleshooting, and day-to-day management of Clio, allowing law firm owners to focus on practicing law and growing their businesses.

 

This partnership is a meaningful step toward leveling the playing field for small law firms, giving them the same cutting-edge tools and support typically available to larger firms. Together, Amata and Clio are empowering small law firms to thrive in a competitive legal market.

 

Celebrating Collaboration: Clio Launch Event Recap

 

To celebrate this exciting partnership, Amata recently hosted an exclusive event for the Chicago legal community at the iconic O’Callaghan’s Pub. The event was a fantastic opportunity for legal professionals to network, learn, and connect over great food, drinks, and a complimentary whiskey tasting.

Co-hosted by Bridgepoint Technologies and Clio, the event showcased live demonstrations of Clio’s practice management software. Current Clio users shared real-world insights on how the platform boosts efficiency and revenue. Attendees also engaged directly with Clio representatives, learning practical tips to maximize the software’s features.

 

The event underscored the shared commitment between Amata, Clio, and Bridgepoint to support law firm growth through innovative solutions. From learning how to streamline client intake to discussing strategies for improving billable hours, the evening was filled with actionable takeaways for all attendees.

Join the Future of Legal Practice Management

 

Ready to transform your practice? Learn more about how Amata and Clio can simplify your operations, enhance client service, and help your law firm thrive. Explore the benefits of our partnership and see how we can elevate your firm’s efficiency today.

 

Contact us today.

5 Strategies to Attract Legal Clients Online

When it comes to growing your small law firm, a strong digital presence is essential. Sophisticated clients now turn to the internet first when searching for legal services, and if your firm isn’t easily discoverable or engaging online, you may be missing out on valuable opportunities

 

Here are five key digital strategies to attract clients and grow your law firm:

 

1. Optimize Your Website for Client Conversion

Your website is your digital business card. It’s often the first interaction a potential client has with your firm, so ensuring it’s professional, easy to navigate, and optimized for conversions is key.

 

Your website should include clear, concise information about your services, contact details, and a straightforward way for potential clients to schedule a consultation or get in touch. A poorly designed website can turn away clients, while a well-designed site that loads quickly and is mobile-friendly can help establish trust right from the start.

 

One essential aspect of optimization is incorporating Search Engine Optimization (SEO) tactics, such as using relevant keywords, ensuring your site is mobile-responsive, and creating high-quality content that answers potential clients’ legal questions. These elements not only help you rank higher on search engines like Google but also improve user experience.

 

2. Leverage Social Media to Build Relationships

 

Social media has become a vital tool for client acquisition, especially for law firms that want to build relationships with potential clients. Platforms like LinkedIn, Facebook, and Instagram allow you to showcase your expertise, share valuable content, and engage with your community in a more personal way.

 

By posting regularly, answering common legal questions, and sharing success stories or updates in the legal field, you position your firm as an approachable authority. Engaging with followers through comments, likes, and direct messages further builds rapport, turning casual followers into clients.

 

To maximize your social media presence, consider creating a content calendar to post consistently and strategically. Additionally, using targeted ads on platforms like Facebook can help you reach specific demographics more likely to need your services.

 

3. Use Email Marketing to Nurture Leads

Email marketing is one of the most cost-effective digital strategies for law firms. It allows you to stay connected with both potential and existing clients, nurturing relationships over time. With email campaigns, you can send newsletters, updates on new legal developments, or helpful guides that position your firm as a trusted source of information.

 

To make email marketing effective, segment your email list to ensure that you’re sending relevant content to the right audience. For instance, you could send different newsletters to past clients, prospective clients, or people who have recently downloaded a resource from your website. Personalized emails are much more likely to resonate and lead to client conversions.

 

4. Develop a Strong Content Marketing Strategy

 

Creating and sharing valuable content can help you build authority in your area of practice. Whether it’s blog posts, case studies, or video content, providing answers to common legal questions can position your firm as a go-to resource.

 

One of the best ways to attract clients through content marketing is by answering common questions your potential clients may have. For example, if you specialize in family law, writing blog posts about the divorce process, custody arrangements, or prenuptial agreements can draw in readers who may eventually become clients. By consistently publishing informative and engaging content, you also improve your SEO, making it easier for people to find your firm when searching online.

 

Consider incorporating a variety of content formats to appeal to different types of clients. Written articles, video explainers, and even downloadable legal guides can all serve to build trust and keep your audience engaged.

 

5. Encourage Online Reviews and Testimonials

 

Online reviews and testimonials play a major role in the decision-making process for potential clients. Positive reviews act as social proof that your law firm is trustworthy and capable, giving potential clients the confidence to reach out. Encourage satisfied clients to leave reviews on platforms like Google, Yelp, or Avvo, and feature these testimonials on your website and social media.

 

Additionally, don’t shy away from responding to reviews—both positive and negative. Engaging with feedback shows that your firm values client satisfaction and is willing to improve when needed. A thoughtful, respectful response to a negative review can even turn the situation into a positive one for future clients reading the interaction.

 

How Amata’s Virtual Assistants Can Help You Implement These Strategies

 

While these digital strategies are proven to attract clients, they can be time-consuming to implement. As a small law firm, your primary focus is providing legal services—not managing websites, social media accounts, or email marketing campaigns. That’s where Amata’s fractional support services can make all the difference.

 

With Amata’s virtual assistants, you’ll access professionals who can handle your digital marketing tasks, from SEO optimization and social media management to content creation and email marketing. This frees up your time to focus on your legal practice, while your digital presence continues to grow and attract clients.

 

Amata’s virtual assistants scale their hours based on your workload, ensuring you get the support you need when you need it most.

Ready to grow your law firm’s digital presence? Contact Amata today to learn how our virtual assistants can help you attract more clients digitally without taking up your time.

Fractional Legal Staff: A Real-World Checklist of Things They Can Do For You

Running a small law firm is demanding. You wear many hats, juggling cases, managing clients, and overseeing every detail. Hiring additional staff can be tempting, but the prospect of onboarding a full-time employee—the cost, the commitment—can be daunting.

At Amata, we understand your hesitation. That’s why our fractional staffing solutions are designed specifically for small firms like yours, offering the benefits of dedicated support without the burden of full-time overhead.

 

Are You Worried About Your Fractional Staff’s Onboarding?

Perhaps you’re worried about:

  • Integration and Training

    Will a fractional paralegal or admin seamlessly integrate into your existing workflow? Yes. At Amata, we take the time to understand your firm’s unique needs and ensure your fractional staff is fully trained on your preferred tools and procedures. Think of it as a seamless extension of your team, not a disruptive addition. 
  • Accountability and Quality

    Can you trust someone working part-time to deliver high-quality work and meet deadlines? Absolutely. Our staff is comprised of pre-vetted, experienced legal professionals. We prioritize clear communication through daily logs and regular reviews, keeping you informed and ensuring your standards are met. 
  • Cost-Effectiveness

    Will fractional staffing actually save you money? Most definitely! You only pay for the support you need, eliminating the expense of salaries, benefits, and office space for a full-time employee. This allows you to scale your team up or down as your caseload dictates, maximizing your return on investment.

From the moment you engage Amata, our team prioritizes a smooth transition. Our proven onboarding process ensures your fractional staff is quickly brought up to speed on your firm’s processes.

 

Here’s an example of a real-world onboarding schedule we use when working with clients:

 

  • Day 1: Initial Meeting and Setup: We schedule the initial meeting to understand your specific needs and establish clear communication channels. We outline daily and weekly tasks and request access to necessary tools and platforms.

    This initial day is dedicated to getting you familiarized with your fractional team, and understanding your preferred software and procedures. 
  • Day 2: Detailed Instructions and Supervised Execution: We schedule a follow-up meeting to ensure a clear understanding of expectations. This session is recorded for future reference, allowing your fractional staff to revisit the information as needed. Under your supervision, they begin executing the assigned tasks. 
  • Day 3: Independent Task Execution: Gradually your fractional staff starts tackling tasks independently. They can refer back to the recorded instructions for any clarification, freeing you from constant supervision while maintaining accuracy. 
  • Day 4: Tasks Repetition and Output Delivery: The team repeats the tasks to ensure proficiency and consistent quality output. Completed tasks are delivered to you for review, keeping you in complete control of the process.

 

Ongoing Daily and Weekly Review

Amata fosters a culture of transparency and accountability. This commitment is reflected in our ongoing communication practices:

 

  • Daily Logs: Your fractional staff meticulously maintains a daily log detailing completed tasks and progress made. This log provides you with real-time insight into their work and allows for immediate course correction if needed. 
  • Weekly Reviews: Collaboration is key. We schedule regular weekly reviews where you and your fractional staff can discuss all tasks, ensure alignment with your goals, and address any concerns promptly. 
  • Proactive Adaptation: The legal landscape is dynamic, and your needs may evolve. Amata recognizes this. We hold regular meetings to discuss new tasks or changing requirements, ensuring your fractional staff is equipped to handle them efficiently.

Amata: Your Partner in Success

Amata’s fractional staffing solutions are designed to empower small law firms like yours. We offer:

 

  • Flexibility: Tailor your support to your specific needs. Need help with legal research for a few hours a week? Done. Want a paralegal to assist with all pre-trial tasks for a specific case? We’ve got you covered.
  • Focus on Your Core Business: Free yourself from administrative burdens and focus on what you do best – practicing great law.
  • Peace of Mind: Know that your critical tasks are being handled by qualified professionals, allowing you to serve your clients with confidence.

Don’t let concerns about traditional staffing hold you back. Contact Amata today and discover how our fractional legal staffing solutions can streamline your workflow and save you time while providing an accountable team all along the way.

Proven Delegation Framework for Lawyers

Growing a law firm has several stages. In the beginning, you are hungry for clients and looking to make a name for yourself. You work on promotion, your track record, and never miss a networking event. But there comes a time when your problem is actually having too much work. If you are in that stage, this article is for you.

People who move to the third stage (where your law firm is running without you and you can focus on your most energizing work and growing the business) have learned how to delegate effectively. Mastering the skill of delegation will allow you to free up your time and uncap the ceiling of your income and impact potential.

The problem is that most law schools do not teach fundamental business schools, so many lawyers who end up running a law firm lack a proven framework for delegating — Which is what we will explain in this article.

The 10-80-10 Principle

Entrepreneur and coach John Maxwell developed a simple principle for delegation after working with thousands of leaders for over 40 years: The 10-80-10 Principle.

It works like this:

  1. You get involved in the first 10% of a project. This is the ideation and planning phase, where your team will require your involvement to really know what is the expected outcome, the standards and the deliverables.
  2. You delegate the 80%, which is the implementation phase. You have steered the wheel towards the direction you want, it’s now time for your team to take over. You remain available for them and keep them accountable while they bring the vision laid out during the first 10% to life.
  3. You jump back into the last 10% of the project. This is the completion phase where you do “quality control,” fill any loopholes, and make sure everything is up to your standards. You also ask deep questions so your team can grow from this experience.

“I call those two parts the bookends of success. I could also compare the process to piloting a plane. The crucial parts of the flight are the takeoff and landing. They’re the most dangerous, and the most complicated. By involving myself in the team’s project during those crucial times, I’m able to help them make a successful trip.” John Maxwell

 

The 10-80-10 Principles has many benefits for lawyers:

  1. You delegate implementation but maintain control of outcomes. The legal world requires precise execution, confidentiality, and maintaining strict deadlines. Client matters may be too sensitive to delegate them completely, which is why you are getting involved in the first and last 10%, and making sure everything gets done promptly through the middle 80%.
  2. You delegate the most time-consuming part of the process. Your genius becomes creating the strategy and maintaining client relationships, while your team takes over the most time-consuming activities. In this way, you are still contributing with your years of experience to win cases, while being more efficient with your time.
  3. You can grow new leaders from every project. One of the things that Maxwell recommends is to use the last 10% of any project to identify people who took the lead in the project. When you are constantly on the outlook for rising leaders and invest in your people, you can develop new leaders to take over your role so you can ascend to an even higher position in your law firm.

If you are looking to get more done while making sure quality is maintained in your client delivery, the 10-80-10 principle is the place to get started.

More Than 21 Years Helping Lawyers Delegate More Easily

We know that delegating is not an easy task. You worry about not having enough funds, about the quality of the delivery, and about the time it will take to find, train, and retain people. That is why here at Amata we have made delegation a breeze with our on-demand support services.

-If you need a virtual assistant to manage your calendar, new client form intake, and inbound calls

-If you require diligent paralegals who will research on your behalf and write document drafts

-If you require staff to do errands and daily runs to courthouses for you, while also managing your mailing and greeting any clients who come to your office

Then Amata’s support services are for you. We help you save time and money with pre-vetted professionals who act as an extension of your law firm, and who are paid on a per-hour basis. You only pay for the work you are receiving, and do not need to devote days to train every new hire because they are all experienced in the legal industry.

“Amata makes the transition from large law firm to solo practitioner virtually effortless. Secretarial and paralegal services are available at competitive rates on an ‘as needed, pay-as-you-go’ basis which is ideal for the solo practitioner or small law firm.”

Paula Kaplan Berger
BERGER LAW, LLC

By blending Amata’s support professionals with the 10-80-10 principle, you can expand your clientele while maintaining profitability, delegate time-consuming tasks, and create a thriving law that can run and grow without you.

Contact our team today to inquire about our on-demand support services.

Discover our legal support staff for lawyers in Chicago.

The Real Cost of Not Having a Virtual Receptionist

We recently heard from an attorney:

“I’m just looking for a job where I can maintain a relationship with my kid and have a bit of time each weekend to go fishing or something. I don’t need the level of grief from a 60-hour work week, just want to balance good pay with quality of life.”

We have seen this trend become more and more prevalent among new lawyers, who demand not only career advancement opportunities but a healthier work/life balance. But what about small law firm owners?

Most lawyers who went solo came from a corporate background, so they know what it’s like to put in 60 hours of work each week. The difference is that, when they start their own firm, they have to keep doing all the legal work PLUS the countless tasks of managing a business.

With time, having time to explore nature on the weekends or even go to your kid’s dance recital becomes a pipedream. Your days run fast, calling client after client, handling paperwork, going to court, and looking for new associates.

Despite wanting to offload some work and free your schedule for higher leverage activities (like serving top-tier clients and growing your firm), it’s normal to hesitate when making a full-time hire for your firm. After all, you started this business from scratch and do not want to dip profits to hire someone who may or may not work. What if you don’t have enough work to keep them occupied?

It is for all these reasons that Amata’s Virtual Receptionist service can have such a great impact on both your firm’s growth and quality of life.

Why Busy Lawyers Need Virtual Receptionists

There are many tasks beyond serving clients that are added to your schedule once you decide to run your own law firm:

– Managing new client intake
– Scheduling appointments
– Answering the phone during off hours (for emergencies)

And while big firms have assistants doing these tasks for lawyers, so they can focus on billable hours, most solo practitioners and small firm owners don’t have this luxury.

With so many tasks to do, how do you know what is the best and most productive use of your time?

You calculate your target hourly rate.

Here’s how that works:

  1. Determine the revenue you desire to generate from your law firm each month.
  2. Define the number of hours you plan to dedicate to your business each month.
  3. Calculate your target hourly rate by dividing your desired revenue by your allotted hours.

So if you aim to earn $10,000 per month and plan to work 30 hours per week (equivalent to 120 hours per month), your target hourly rate should be $83.33.

Now, assuming that HALF your time is devoted to billable hours, that number should be $166 minimum. And if you want that $10,000 per month to be profit (not just revenue), it would have to be even higher.

This is why having a virtual receptionist is crucial. It allows you to delegate as many non-$166/hour tasks as possible, so you can focus on billable hours and growing your bottom line working the hours that you desire.

What is a virtual assistant and what do they do?

Let’s face it—no one became a lawyer to spend their time answering phones and filing stacks of paper.

Virtual assistants are remote professionals who specialize in all those essential but routine tasks like scheduling, document management, and phone answering. At Amata, our Virtual Assistants are trained in the legal industry, so they know how to manage urgent inquiries on your behalf and recognize when to filter a call.

Some of the tasks a virtual assistant can do on your behalf include:

  • Email Management
  • Payroll, Billing, and Accounting
  • Database Management
  • Document Conversion and Management
  • Phone Answering and New Client Intake
  • Appointment Reminders and Scheduling
  • Legal Correspondence and Transcription

Anything that must be done in the office that would otherwise take you or your attorneys off casework is best left to a virtual administrative assistant.

But if virtual assistants are so important, why do so many law firms wait to hire them? There are 4 reasons:

  1. They don’t know they can delegate these things
  2. They feel like nobody can be trusted
  3. They are afraid hiring will cost them too much money
  4. They genuinely enjoy doing administrative tasks

That is why we created a Virtual Assistant solution that fits your budget and consistent quality needs:

With Amata, you don’t have to hire an in-house legal assistant. Our vetted assistants work only for the hours that you require and act as an extension of your team. We train them to serve the specific needs of law firms, so you can confidently delegate to them.

Investing In Your First (Or Next) Virtual Assistant

As we have seen through this article, the real cost of not having a virtual receptionist is:

  1. Losing precious time and focus from serving your clients.
  2. Getting stuck in the weeds of daily management, phone answering, and office tasks
  3. Not making the money that you want nor having the freedom that you started your law firm for.

But despite the high costs, we understand that investing in your first (or next) virtual assistant can be difficult. That is why all our virtual office clients receive a 30% discount when they use our attorney support services, which in many cases more than offsets the costs of the virtual office program.

So if you want a professional to enter billing, update social media posts, and return client calls for you, we can help. Contact us today to explore how Amata’s virtual assistants trained in the legal industry can save you time and focus.

Discover our legal support staff for lawyers in Chicago.

Practicing Law Without The Errands

It’s 3:30 pm and you are in the middle of a client meeting. You know City Hall closes at 4:30 p.m., yet you still need to obtain certified copies for an important hearing tomorrow at 8 a.m. What are you going to do?

Running a solo or small law firm can be stressful. There are so many tasks that need to be done, and they need to be done well. The American Bar Association called missing any filing deadline ‘a lawyer’s worst nightmare’. So the question arises:

Should you delegate those small but important errands? And who can you trust to handle things like obtaining Apostille, filing police reports, and paying court fees?

That is one of the questions that prompted us to create our attorney support services packages. We recognized solo practitioners and small law firms needed administrative tasks to be done correctly and efficiently, because mistakes or delays could have serious legal consequences. So we built a team of professionals specialized in ensuring documents, filings, and other legal tasks.

Can You Afford To Delegate Your Daily Legal Errands?

While attorneys need their daily legal errands to be executed on time and with precision, they also face cash flow constraints. This means most of them are not in a position yet to hire a full-time paralegal who can offload their work and allow them to focus on their billable hours.

Will a new hire be worth the money lost to the firm? Will there be enough work to keep them occupied eight hours a day?

This is where Amata’s on-demand, specialized legal support can be your solution. Our paralegals bill hourly, so you can use them only during periods of intense workloads or on a more consistent basis. They provide you the flexibility and savings you’ve been looking for, so you can get more done and focus on your firm’s growth plus providing an exceptional service to clients.

By using paralegals on an as-needed basis, you can reduce your fixed payroll costs and only pay for services that can generally be billed back to your clients.

4 Benefits of Delegating for Lawyers

Most of our clients come to us for our office space-as-a-service plans. This flexible and scalable model allows you to add or drop office space in the middle of a lease, without penalties.

But once they start to also use on-demand legal support, they never look back.

The reason is simple: even if there is an investment, there is nothing like knowing your tedious tasks are being done for you, while you can focus on more fulfilling and productive activities.

You probably have mixed feelings about delegating daily runs to courts, clerk’s offices, and sheriff’s offices, so here are 4 benefits that will help you make a decision:

        1. Enhanced Focus on Core Legal Work: Delegating daily errands allows you to dedicate more time and attention to your core legal work, such as client consultations, legal research, document preparation, case strategy, and court appearances.
        2. Opportunity Cost: Time spent on administrative tasks could be better used for tasks that directly generate revenue or serve their client’s legal needs. By delegating your daily runs, you can focus on higher ROI activities and in turn grow your law firm.
        3. Reduced Stress and Burnout: The legal profession can be demanding and stressful, and many lawyers face burnout due to the constant pressure and long hours. Delegating daily errands can alleviate some of this stress, reduce the risk of burnout, and contribute to a healthier work-life balance by allowing you and your team to reclaim personal time.
        4. Increased Client Satisfaction: By delegating daily errands and administrative tasks, you will have more time and energy to provide better service to your clients. Happy clients refer and are more likely to return for future legal needs.

To sum up, delegating your daily runs to a trusted provider allows you to focus on your core billable work, provide better service to clients, and free up space to grow your practice — all while reducing stress and administrative headaches.

What Kind of Errands Can You Delegate?

Amata’s paralegal team makes daily runs to the Daley Center, Recorder’s Office, Secretary of State Office, and the Dirksen Federal Building. With an extended line of credit provided to all Amata clients, we can pay associated costs for your documents and filings, pick up certificates, search the court docket, and much more.

Here is a list of what you can delegate using our Daily Runs to Courts, Clerk’s and Sheriff’s Offices services:

  • Service of Process
  • Research of local court rules/procedures; pro hac vice admissions, foreign judgments, out-of-state subpoenas
  • Court docket searches and retrieval of documents – state, federal and administrative
  • Obtain certified copies
  • Obtain state corporate records on companies
  • File applications, amendments, annual reports, deeds, obtain Apostille, etc.
  • Police reports
  • FOIA requests
  • Pay fees
  • Birth and death certificates
  • Delivery courtesy copies
  • Record deeds
  • Water certificates
  • Estimates of Redemption
  • Obtain duplicate tax bill
  • Pay code violation orders

So the next time that you are pressed for time and wonder if there’s a team you can confidently delegate your legal errands to, give us a call. We will pick up certificates, search the court docket, deliver courtesy copies, and do any other tedious but important task for you.

Discover our legal support staff for lawyers in Chicago.

3 Steps to Growing Your Law Firm

Growing a remarkable company is not an easy task. Building something that lasts requires time, work, resilience, and the ability to constantly pivot.

After working with over 600 law firms in Chicago of all sizes, we have seen a few things that separate those who build a thriving firm from those who stay stuck. In this article, we’ll explore what those key characteristics are, and how you can start implementing them today.

Step #1. Set a SMART Goal

We cannot define progress without first having something to strive towards. That is why the first step is setting a Specific, Measurable, Achievable, Relevant, and Time-Bound goal. This is known as a SMART goal, and without it we have no way of measuring progress and will be more prone to stay reactive to whatever life throws our way. We want to be proactive.

Where would you like your law firm to be within 3 years? Define your target revenue, profit margins, team composition, client profile, and hours that you work. Only by being clear and specific about what we want, can we start aligning all our daily actions with our goals.

Try to also go deeper into the reasons WHY you desire those things. The only way to stick with your goals when things get busy and difficult (which they will), is by setting up goals that you genuinely care about and see the importance of. In other words, your goals should be musts and not only wants for you to truly commit to them.

Step #2. Protect Your Schedule

Now that we have a goal, the next step is to invest resources to achieve it. Those resources come in the form of work, money, attention, focus, and time.

Let’s say you want to double your firm’s revenue within the next 18 months. You would need to reverse engineer that target by asking yourself, “What would need to happen for me to double my firm’s revenue?”

This will give you a strategic set of actions that need to get done — either one time or recurrently — in order to achieve that goal.

Where most business owners get stuck is by thinking they will achieve their goals without some sacrifices. As Jim Rohn said, “What got you here won’t get you there”. There need to be real changes in your schedule, your activities, and your relationships for this new goal to materialize.

Dan Sullivan advises business owners to set an inspiring 10X goal. He says “Seemingly impossible goals spotlight a few pathways and enable you to clearly identify the 20 percent of things and people in your life that are producing most of your results, and the 80 percent of things and people in your life that are holding you back.”

“Going for smaller goals (2X growth) means you can keep 80 percent of your existing clients, roles, behaviors, and mindsets. Only minor tweaks are needed.”

“Going for inspiring goals (10X growth) requires a different kind of effort, often less in quantity but higher in quality. You’ve elevated your vision and focus and must eliminate 80 percent of your current reality. 10X requires a full-scale transformation of yourself as well as everyone and everything around you.”

This reinforces the point that, in order to achieve a higher level, many things that are keeping you stuck need to be eliminated or delegated. That is when the next step comes in.

 

Step #3. Focus On What Matters

Now you have a goal and know that strategic plan to reach it. The next step is to open up space in your calendar. This will give you the time and the mental bandwidth to take your law firm to the next level.

A tool like the Eisenhower Matrix can be highly useful in this case.

The thing is to filter any task you need to do with this set of criteria. If it’s not important and not urgent, you delete it. If it’s not important but urgent, you delegate it. If it’s important but not urgent, you schedule it. If it’s important and urgent, you do it.

In that way, you are only left with tasks that move the needle, while your team takes care of tasks that maintain your current level but don’t contribute strategically to your goals.

 

What If You Cannot Afford a Big Team Yet?

The reality for solo practitioners and small law firm owners is that, even by having goals, a strategic plan, and protecting their calendar, they do not have the team in place to delegate their work. That means that they need to keep serving clients, growing their firms, and trying to enjoy life all at the same time.

That is why at Amata we created a suite of support services, that allow lawyers to delegate admin work without the overhead costs of full-time hires. With these services, small law firms can focus on growing their firms while protecting their profitability.

Just imagine how much further you would go if you could reduce your workload by 10-30 hours a week with a part-time assistant. At Amata we find and train these assistants for you, and bill hourly for only the work that you require.

Our support services for attorneys include paralegals, law clerks, live receptionists, and virtual assistants who act as an extension of your law firm. Here is a list of some of the on-demand services we provide:

  • Appointments and Calendar Management
  • Mail opening/scanning
  • Court Runs (Including the assembly, print, and preparation of courtesy copies.)
  • Notary/Witness Service
  • Scan/Fax/Deliver documents
  • Review court fillings
  • Editing appellate briefs per your notes
  • Draft simple complaints and motions
  • Handle the back-and-forth aspects of discovery
  • Video conferencing set-up
  • New client intake
  • Hand Deliveries/Pick-Ups
  • E-Filing
  • Preparation of Notice of Filing, Notice of Motion, Certificate of Service, and forms.
  • Review of local rules, court’s standing orders, & any temporary procedural orders in place.
  • Spindle or piggyback motion hearing dates, and any communications with the court clerk.
  • Confirm acceptance of filing by the court clerk.
  • Document Translation and Proofreading
  • Formatting appellate briefs
  • Skip Tracing
  • Social media posting
  • Asset Search (bank accounts)
  • E-Recording
  • And much, much more!

By having these support services without the need to hire, train, and retain employees, solo and small firms can practice law on their terms. You can focus on billable hours, defining your vision, and being a strategic leader, all while enjoying the work/life balance you started your business for.

Contact us today and see how our on-demand, flexible legal support services can help you grow your law firm and free up your time while protecting your profitability.

Discover our legal support staff for lawyers in Chicago.

Litigation Support — What Solo and Small Law Firms Need to Know

The economy might be slowing down, but the demand for litigation is definitely not. A 2023 study by Thomson Reuters Corporation showed that the demand for counter-cyclical practices is accelerating — particularly litigation. BTI Consulting Group found that there is ‘more litigation than ever’, and Crowell & Moring stated in their Litigation Forecast 2023 that class actions will ‘continue to be a significant part of the litigation landscape.’

With no shortage of work to be done, but with potentially fewer funds due to the economic climate, how can solo and small law firms effectively manage their caseloads while protecting their budgets?

 

Litigation Support Services You Can Afford

Litigation support services assist lawyers and legal teams during high-volume, complicated trials. Anything that doesn’t require the expertise of a lawyer can be delegated to experienced paralegals, taking admin work off the attorney’s plate so they can focus on billable hours.

Amata’s senior paralegals have more than 20 years of experience and have reached a high level of competence and understanding in several areas of law. Many of them joined Amata after spending several years accumulating experience at law firms. And they can be such a cost-effective solution for solo and small business owners because they bill hourly.

Our pre-vetted paralegals work only on the tasks that you require, for the hours that you need. Most small and midsize law firms are not handling case assessments, depositions and discovery on a daily basis, which can lead to over-paying for full-time employees. With Amata, you can rely on our team of professional paralegals and legal administrators only during periods of high workload, so you can take on more cases while protecting your profitability.

 

Case Assessment Support Services

Case assessment requires a cautious analysis of all available facts, potential legal strategies, and a deep understanding of the client’s needs. This usually happens under time constraints and with high stakes, as even a small oversight can have significant consequences in the case.

That is why we provide professional Case Assessment services covering a wide spectrum, including:

  • Fact investigation – Assisting with discovery by conducting basic research into the details of the case.
  • Client interviews – Conducting initial interviews with potential clients and filling out intake forms.
  • Case files organization and maintenance – Sorting and filing key physical documents and using a case management system to store electronic documents.
  • Act as liaison with local counsel – Communicating regularly with counsel and staying informed and updated on case progression.
  • Discovery requests and responses drafting. Obtaining documents for you
    • Under attorney supervision, preparing discovery requests and responses using Microsoft Word and mailing/emailing.
    • Helping clients to gather pertinent documents that they have saved either electronically or physically.
  • Prepare document productions – Reviewing and following ESI order regarding production format, ensuring documents are unitized, redacting confidential, PII, privileged information, Bates number, adding Confidential designations, and creating/maintaining document indices (i.e. pleadings index, production log with documents received or produced).
  • Prepare documents/exhibits for mediations, arbitrations, depositions, trials, and motions for summary judgment – Organize and display evidence/exhibits per attorney request and instruction.

Managing a court case can be a full-time job, which is why more than 600 attorneys rely on Amata. Our case assessment support services allow them to focus on billable hours, client relationships, and a healthier work/life balance.

 

Depositions & Discovery Support Services

Depositions are a pivotal point leading to the outcome of civil and criminal charges. They usually advance to an out-of-court settlement but, for cases that do end up in court, Amata’s discovery and deposition management teams are here to ensure a smooth deposition process.

Our deposition experts manage all phases of the deposition, including:

  • Conference room set-up
  • Helping deponents prepare
  • Reviewing document productions and discovery disclosures
  • Developing comprehensive witness handbooks
  • Processing supporting written questions
  • Implementing any special considerations required for a deponent.

Depositions may be represented as a written transcript, videotape, or both. After the session ends, Amata’s team manages all follow-up requirements, including distributing the transcript and supporting documentation to attorneys for review. 

We also provide virtual remote deposition technology. It is estimated more than fifty percent of all proceedings will be online this year with the trend continuing to increase. In addition to saving time, deponents are more relaxed when testifying from a preferred location, increasing their willingness to share information. Amata offers state-of-the-art virtual deposition software for deponents unable to attend in person. This technology automates the discovery process and teams benefit from powerful data analytics tools and a proven interface to collaborate from anywhere. It also includes artificial intelligence capabilities for increasing accuracy and capturing details such as emotion and movement. 

Our team has more than 21 years of experience, and we understand that every deposition is unique. We are committed to managing and following up through each step of the process, so you can focus on the intimate details of the case.

Here is a list of services we provide for case discovery:

  • Advanced document productions – Delivering or making available for review documents in response to a request for production and a subpoena. This may include producing hard copies of documents or locating electronically stored information.
  • Document review projects, coding, case management.
  • Assisting in the analyzing and sorting of produced documents to determine which items are within the scope of the case.
  • Collecting email in the proper format.
  • Creating Bates stamps for documents.
  • Utilizing docketing software to track deadlines pertinent to a case.
  • Drafting privilege logs.
  • E-Discovery consultation (tools for litigation hold/preservation, document review platforms, document production planning, etc.) – Aid in facilitating the manner in which documents will be shared with parties in the discovery process. This includes various document-sharing platforms.
  • Collection of basic ESI (custodian interviews, emails, text messages, video, documents) – The extraction and organization of electronically stored information into separate files for the legal team to use.
  • Coordination of expert collection of ESI (forensic, social networking sites, video, audio, email, text messages, etc.) – Communication with third-party data forensics providers to collect electronically stored information.

Learn more about how Amata can assist with Depositions & Discovery Here

Litigation Support to Win More Cases While Protecting Your Profitability

Whether you need to draft simple motions, coordinate with the Sheriff, appear for clerk’s hearings, or schedule court hearings, we can assist you. Our hourly paralegals work as if they were on your staff, with senior paralegals drafting subpoenas under your supervision, and paralegal assistants going to City Hall, the Recorder’s Office, and delivering courtesy copies to judges for you.

This support, on-demand services allow small and mid-size law firms to clean their schedule with errands and get back to growing their business. You aren’t paying for under-utilized staff, and suddenly your profits increase along with your capacity to serve and attract more clients — without creating new constraints on your time.

Contact our team and see how we can assist your cases. We will match you with the perfect fit paralegals and legal assistants, getting you the best quality work at the lowest possible cost. They can support your firm during case assessment, depositions, and discovery year-round, without creating the financial burden of full-time employees.

Discover our paralegal services in Chicago.

Virtual Office vs. Physical Office: Finding the Right Fit with Amata

Should you pick a physical office or a virtual workspace? There are benefits either way. A virtual office offers flexibility, cost savings, and remote access. But a physical office provides a dedicated space for collaboration and productive meetings.

Here are Amata we offer the perfect middle. With flexible office spaces, we can serve your needs with the advantages of both a physical and a virtual office. This article is going to explain how.

Virtual Office vs. Physical Office

Here are 3 ways we can help virtual offices:

Cost Efficiency

Virtual offices eliminate the need for physical space, utilities, and maintenance. This option helps businesses maintain profitability, so they can invest more into tech, team, and growth.

At Amata we offer cost-efficient virtual office solutions, so your business can maintain its professional presence without the overhead expenses of a traditional office space.

Flexibility

We understand the importance of adaptability in today’s fast-paced world. That is why we provide 12-month lease terms with 30-day adjustment notice periods, which allow you to quickly pivot if needed.

With our scalable plans, you can also add or reduce office space as needed during the term of the contract, without penalties. Our shared spaces also virtual law firms to maintain their professional image while reducing on the second largest expense for most professional service companies: office space. You can better allocate those resources to improve technology, serve more clients, and grow your team.

Access To Legal Support Services Chicago

Whether you opt for a virtual or physical office, Amata’s support services are readily available to smoothen your operations. Our pre-vetted professionals act as extension of your team including:

  • Administrative assistants
  • Paralegals
  • Live receptionists
  • Business phone services

All of which can off-load your essential but tedious tasks like phone answering, posting on social media, keeping your databases updated, and even drafting first drafts for important cases.

Here are 3 ways we can help non-virtual offices:

Modern, Professional Office

Amata’s modern office spaces in Chicago are strategically designed to project a professional image and an environment for enhanced productivity and collaboration. You can enjoy all the credibility, safe facilities, and fully-equipped offices from a large corporation, but without the costs or 5-year leases.

Collaborative Environment

Our physical offices are designed to promote your very best work, where collaboration and innovation can flourish. With a combination of private offices, strategically placed workstations and networking events, law firms and professional service firms can focus on client service while everything is taken care of for them.

Secure and Private Environment

Physical offices provide an unmatched level of security and privacy, which is particularly important for law firms and professional service firms. We equip our offices and conference rooms with robust security measures, ensuring your data and confidential meetings remain protected.

We Can Help You Grow, On Your Own Terms

The choice between virtual and physical offices depends on your unique situation. While virtual offices offer flexibility and cost savings, physical offices provide a professional space for enhanced productivity and collaboration. With our flexible office plans and scalable solutions, we ensure you’ll find the perfect solution for your business, whether you require a modern office space, virtual office services, or legal support in Chicago.

Contact our friendly team and discover your ideal office solution to grow — whether you work remotely, on-site, or with a hybrid arrangement.

Discover our virtual offices in Chicago.

The Most Dangerous Number for Law Firms

The Most Dangerous Number for Law Firms

Keeping your law firm resilient and prepared for change is critical for its long-term success. This resiliency relies, in part, on your ability to pivot and stay agile in the face of change. But how can you achieve this resiliency in practical terms? Start by avoiding the number one.

 

The most dangerous number in business

What is the average client worth to your firm? If you take into account not one case but the lifetime revenue each client represents to your firm, it might be a lot.

The problem arises when one client represents so much of your firm’s earnings, that their departure would be catastrophic. This is known as single-client dependency, and it is one of the most critical factors that can affect your law firm’s valuation. For example, if you’re considering selling your company, banks will inquire whether you have any clients worth more than 5% of your revenue.

That is why marketing author Dan Kennedy used to say, “The most dangerous number in business is ONE.” When an entire business depends on just one market, client, or partnership, it is always one stroke of bad luck away from failure. With so many circumstances beyond your law firm’s control, it is better to set your business to be resilient from the start and avoid single-client dependency.

 

How to keep your law firm agile and profitable in the face of change

The world is changing fast and, in order to adapt, modern law firms require a better model that allows them to grow with peace of mind. This means having flexible expenses that can scale up and down as your law firm grows, in order to maintain profitability regardless of the circumstances.

This is the model Amata is proud to provide. Our scalable solutions help modern law firms access everything that they need to support their growth — virtual assistants, trained paralegals, professional offices, and networking spaces — but without the rigidity that can undermine your law firm’s resiliency.

Law firms should be able to evolve as the needs and expectations of their clients change. Take, for example, the size of the average law office. In the past 20 years the average space allocated per attorney has gone from 1,400 sq. ft. to 700 sq. ft. today, and that number continues to shrink every passing year. Law firms are taking a hard look at their office costs and would prefer to allocate those funds to technology, automation tools and compensation.

The extreme are the law firms who opted for a fully remote environment. No dress code, no commute, and flexible hours. But while remote work can have some perks, some recent studies are finding that going “fully remote” can create new problems such as feelings of isolation and decreased productivity. Many of our clients have come to the conclusion that working from home simply didn’t work for them – personally or professionally.

So, is there a balance? How can law firms remain flexible in their costs, while keeping a professional image that leads to increased clientele?

 

A new model for growth

When a law firm loses a significant client, the immediate challenge is maintaining cash flow. This is where the importance of flexible office plans becomes evident. In an industry where expenses can quickly pile up, having flexible arrangements can be a lifeline.

This is what happened with one law firm serving the Chicago area since 1997. The team was forced to work remotely during the COVID-19 pandemic, and started to question the necessity of a high-maintenance lease they had been paying for the past 13 years.

When this firm contacted Amata’s team in 2021, they were ready to try a new approach. They hired virtual office services, including phone answering, call forward and automated receptionist features. This allowed them to enjoy the benefits of a brick-and-mortar office, such as reliable customer service and confidential lines for client calls, without the need for an in-house physical presence.

As a result, this firm was able to drop its monthly expenses from over $21,000/month to about $550/month. And they did it while maintaining a professional office space, receptionist services, and the ability to add or drop offices without penalty. 

Flexible office plans provide law firms with the agility to adjust their expenses according to fluctuations in their client portfolio. This law firm is an example of how flexible solutions can reduce costs, cut operational inefficiencies, and unlock growth without the risks of fixed costs.

Amata gives law firms everything they need to grow in today’s changing landscape. We provide a range of solutions, from phone answering and virtual office management to document filing and legal research. Our objective is to free up your time, resources, and staff so you can focus on doing what you do best – winning cases!

Inquire here about our tailor-made solutions that can ensure profitability, even in the face of change.

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