How to Manage Your Law Office

VOLUME 1

CHAPTER 1  Management for Lawyers
§ 1.01  Why Management?
§ 1.02  Functions of Management
§ 1.03  Management Concepts
§ 1.04  Management Divisions
§ 1.05  Levels of Decision-Making
§ 1.06  Management Techniques
§ 1.07  Traits of Managing Lawyers
§ 1.08  A Special Problem
§1.09  Building and Maintaining an Organization
§ 1.10  Forming Committees
§ 1.11  Summary

CHAPTER 1A  Drafting Your Business Plan
§ 1A.01  Overview
§ 1A.02  Beginning With the End in Mind
§ 1A.03  Anatomy of a Business Plan
§ 1A.04  Financial Plan
§ 1A.05  Business Plan of Action and Marketing Plan
§ 1A.06  Management Structure, Firm and Personnel Audit
§ 1A.07  Contingencies
§ 1A.08  Looking to the Future-Quality Control

CHAPTER 2  Organization of Private Law Firms
§ 2.01  Overview
§ 2.02  The Concept of Organization
§ 2.03  Solo Practice
§ 2.04  Office Sharing Practices
§ 2.05  Group Practice Organization
§ 2.06  Changing Structural Needs
§ 2.07  National Firms
§ 2.08  Classes of Partners and Associates
§ 2.09  Professional Legal Administrators
§ 2.10  Departments and Specialists
§ 2.11  Practice Groups as Part of the Organizational Structure
§ 2.12  Group Management
§ 2.13  Of Counsel
§ 2.14  Temporary Lawyers and Outsourcing Services
§ 2.15  Lateral Lawyers

CHAPTER 3  Organization of Corporate Law and Patent Departments
§ 3.01  In General
§ 3.02  Forms of Organization-Centralized vs. Decentralized
§ 3.03  Relationship with Other Corporate Components
§ 3.04  Organizational and Reporting Relationships
§ 3.05  Best Practices of Corporate Law Departments
§ 3.06  Quality Service-Conducting a Client Survey
§ 3.07  Preventive Law Programs and Legal Audits
§ 3.08  Professional Administration
§ 3.09  Corporate Law Department Manuals
§ 3.10  Selection and Evaluation of Outside Counsel
§ 3.11  Outside Counsel Retention and Evaluation-Forms Package
§ 3.12  Partnering With Outside Counsel
§3.13  Salaries
§ 3.14  Audits of Private Law Firms by Corporations
§ 3.15  Managing Overseas Law Departments

CHAPTER 3A  Client Management
§ 3A.01  Know Your Ideal Clients
§ 3A.02  Finding the Right Clients
§ 3A.03  Avoiding "Toxic Clients"
§3A.04  Rejecting Potential Clients
§ 3A.05  Withdrawing from an Ongoing Case
§ 3A.06  Finding Good Clients
§ 3A.07  Getting Paid
§ 3A.08  Importance of Signed Fee Agreements

CHAPTER 4  Legal Fees
§ 4.01  In General
§ 4.02  Types of Fees
§4.03  Setting and Billing the Fee
§ 4.04  Billing Follow-Up
§ 4.05  The Language of Billing
§ 4.06  Review of Fee Policies
§ 4.07  The Art of Billing
§ 4.08  Keys to Successful Billing

CHAPTER 5  Compensation and Profit Distribution
§ 5.01  The Meaning of Pay
§ 5.02  The Concept of a Labor Market
§ 5.03  Compensation Plans-In General
§ 5.04  Compensation Considerations
§ 5.05  Form of Organization
§ 5.06  Factors Considered in Compensation Plans
§ 5.07  Classes of Partners
§ 5.08  The Need for Flexibility and Goal Setting
§ 5.09  Administration of the Compensation Process
§ 5.10  Practice Area Considerations
§ 5.11  Determining Compensation Structure
§ 5.12  Confederation or Team
§ 5.13  Prospective or Retrospective Orientation
§ 5.14  Basic Approaches to Compensation
§ 5.15  Tiered Systems
§ 5.16  Other Owner Compensation Issues
§ 5.17  Salary Plans in Corporations and Government Agencies
§5.18  Use of Salary Information to Establish Salary Plans
§ 5.19  Summary-Re-examining Compensation Systems

CHAPTER 5A  Growth, Mergers, and Branch Offices
§ 5A.01  Law Firm Growth
§5A.02  Growth in the 1990s and 2000s
§ 5A.03  Controlling Growth
§ 5A.04  Planning to Grow
§ 5A.05  Why Merge?
§ 5A.06  Merger Feasibility
§5A.07  Planning a Merger
§ 5A.08  Mergers Between Firms in Different Locations
§ 5A.09  Establishment of Branch Offices
§ 5A.10  Rational Merger Tests
§ 5A.11  What are the Key Costs of Mergers?
§ 5A.12  The Key to a Successful Merger—Rigorous Integration
§5A.13  International Branch Offices
§ 5A.14  Special Problems of Growth
§ 5A.15  Merger of Financial Systems
§ 5A.16  Monitoring Branch Office Success
§ 5A.17  Alternatives to Merger; Law Firm Networks and Strategic Alliances
§5A.18  Legal Service Plan
§5A.19  Downsizing and Outplacement
§5A.20  Outsourcing
§ 5A.21  Alternatives to Downsizing Professional Personnel

CHAPTER 6  Strategic Planning and Marketing
§ 6.01  Strategic Planning vs. Marketing
§ 6.02  Development of a Strategic Plan
§ 6.03  Law Firm Marketing
§6.04  Case Study—Matrimonial Boutique Firm
§ 6.05  Marketing in a Multi-Office Environment
§ 6.06  Finding Time to Market
§ 6.07  Other Client Development Activities: Responding to Requests for Proposals
§ 6.08  Conclusion

CHAPTER 6A  Law Firm Retreats
§ 6A.01  Reasons for Conducting Retreats
§ 6A.02  Types of Retreats
§ 6A.03  Planning the Retreat
§6A.04  Managing the Retreat
§ 6A.05  Implementing Retreat Results
§ 6A.06  Summary
Appendix 6A  Draft Retreat Agenda
Appendix 6A-1  Retreat Topics

CHAPTER 7  Associate Hiring, Training, and Promotion
§ 7.01  Hiring New Associates and Lateral Associates
§7.02  Paying Associates
§ 7.03  Integration, Training and Professional Development of Associates
§ 7.04  Associate Performance Evaluation
§ 7.05  Advancement to Partnership-What Does It Take?
§7.06  Associate Departures

CHAPTER 8  Agreements for Partnerships and Professional Corporations
§ 8.01  Basic Consideration
§8.02  Income to the Firm
§8.03  Death or Withdrawal
§8.04  Disability
§8.05  Retirement
§8.06  Expulsion
§8.07  Life Insurance
§8.08  Ownership, Capital Interests and Voting
§8.09  New Partners
§8.10  Ownership of Clients and Files
§8.11  Management
§8.12  Disputes
§8.13  Outside Activities
§8.14  Expenses
§8.15  Dissolution of a Partnership
§ 8.16  Dissolution of a Professional Corporation
§8.17  Dissolution Checklist

CHAPTER 8A  Professional Corporations
§8A.01  Introduction
§8A.02  Transferability of Ownership
§8A.03  Management Structure
§8A.04  Fiscal Year
§8A.05  Employee Benefits
§8A.06  Limited Liability
§8A.07  Disadvantages of Corporations
§8A.08  Compensation

CHAPTER 9  Personnel Administration of Staff Employees
§9.01  In General
§9.02  The Employment Application
§9.03  The Interview
§9.04  Testing
§9.05  Reference Checking and Hiring
§9.06  Introduction and Training
§9.07  Paralegal Employees
§9.08  Maintaining Support Staff Morale
§9.09  Evaluation of Staff
§9.10  Salaries
§9.11  Personnel Policies and the Employee Handbook
§9.12  Retaining Trained Personnel
§9.13  Staffing Ratios in Law Firms
§9.14  Labor Organizations
§9.15  Exit Interviews
§9.16  Discharging Employees
§9.17  Severance Pay

VOLUME 2

CHAPTER 10  [Reserved]

CHAPTER 11  Accounting Basics

§ 11.01  Introduction
§ 11.02  Method of Accounting
§ 11.03  The Accounting Cycle
§ 11.04  Chart of Accounts
§ 11.05  Financial Statements
§ 11.06  Internal Controls
§ 11.07  Form of Organization
§ 11.08  Unreasonable Compensation for Shareholders of Incorporated Law Firms

CHAPTER 12  Law Office Technology
§ 12.01  Technology in Today's Law Practice
§ 12.02  Planning and Implementing Law Office Technology
§ 12.03  Paperless File Management
§ 12.04  Email
§ 12.05  Case Management
§ 12.06  Marketing With the Internet in Mind
§ 12.07  Website
§12.08  Social Media
§12.09  Other Marketing Tools
§12.10  Accepting Payments Electronically
§12.11  Listserv

CHAPTER 13  Technology Risks and Ethics Issues
§13.01  In General
§13.02  New Technologies and their Risks
§13.03  How to Prevent Law Firm Data Breaches
§13.04  Ethics Issues
§13.05  American Bar Association's Model Rules
§13.06  Summary of Selected State Bar Ethics Opinions

CHAPTER 14  Law Office Design
§14.00  Modern Law Offices
§14.01  Why Is Law Firm Space Design Important?
§14.02  Phases of the Space Design Process
§14.03  Getting Started
§14.04  The Planning Process
§14.05  Getting Help in Locating, Planning and Furnishing Offices
§14.06  Assessing Space Alternatives
§14.07  Estimating Space Needs Before the Program Is Prepared
§14.08  Rentable and Usable Space
§14.09  Lease Negotiations and Tenant Workletters
§14.10  The Americans with Disabilities Act (ADA)
§14.11  Issues to Be Addressed Before Planning Begins
§14.12  Planning the Law Firm's Public Areas
§14.13  Planning Work Areas for People—General Guidelines
§14.14  Planning Work Areas for Lawyers
§14.15  Planning Work Areas for Paralegals
§14.16  Planning Work Areas for Secretaries
§14.17  Planning Work Areas for Others
§14.18  Planning for the Firm's Law Library and File Room
§14.19  Planning for Work Rooms
§ 14.20  Planning for General Support Services
§14.21  [Reserved]
§14.22  Planning for Other General Areas
§14.23  Special Challenges of Multi-Floor Tenants
§14.24  The Floor Plan
§14.25  Adding Dimension and Interest to the Space
§14.26  Buying Furniture
§14.27  [Reserved]
§14.28  Owning Office Space
§14.29  Further Reading
§14.30-14.49  [Reserved]
§14.50  Appendix—Case Study of Law Firm Space Plan

CHAPTER 15  Nonlawyer Staff
§15.01  Why This Chapter
§15.02  Functions of the Job
§15.03  Career Advancement
§15.04  Basics for Every Staff Member
§15.05  Written Communications
§15.06  The Lawyer-Staff Team
§15.07  Reference Sources
§15.08  The Role of Staff in the Office
§15.09  Paralegals
§15.10  Organization of Duties
§15.11  Training Paralegals
§15.12  Status Problems
§15.13  Paralegal Overtime
§15.14  Career Progression for Paralegals
§15.15  Paralegal Timekeeping and Billing
§15.16  Cautions in Use of Paralegals
§15.17  Paralegal Ethics

CHAPTER 16  The Changing Practice of Law
§16.01  Positive Signs for the Future
§16.02  Economic Trends
§16.03  Pricing Legal Services
§16.04  How to Use Paralegals Effectively and Profitably
§16.05  Close and Mandatory Supervision of Associates and Partners: An Idea Whose Time Has Come
§16.06  The Art of the Client Interview
§16.07  Putting Quality Management in Perspective: Four Things That Work
§16.08  Process Reengineering: Revolutionizing Legal Services
§16.09  How to Effectively Manage Your Law Firm's Legal Services
§16.10  Transfer of a Law Practice
§16.11  Is Your Law Firm a Good Credit Risk?
§16.12  Differentiating Client Service
§16.13  Family Leave and Reduced Schedule Policies
§16.14  Flexible Work Arrangements and a Portable Work Environment
§16.15  International Marketing Management for Law Firms
§16.16  Diversity and Inclusion
§16.17  Law Firm Management Trends

CHAPTER 17  Attorney Well Being
§17.01  Introduction
§17.02  Legal Framework
§17.03   Discipline and Rehabilitation
§17.04  Lawyer Assistance Programs

APPENDIX A:  Complete Partnership Agreement

APPENDIX A1:  Checklist for Drafting Partnership Agreement

APPENDIX A2:  The Partnership Agreement of a Smaller Firm

APPENDIX B:  Bylaws of a Professional Corporation

APPENDIX B1:  Shareholders' Agreement

APPENDIX B2:  Employment Agreement

APPENDIX B3:  Principal Compensation Plan

APPENDIX C:  Legal Services Agreements

APPENDIX D:  Agreement for Office Space Sharers

APPENDIX E:  Paralegals: The Current State of the Profession

APPENDIX F:  Of Counsel Agreement

APPENDIX G:  Sample Virtual Assistant Manual

INDEX