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Fries and a Lawsuit to Go Plus 50 More Articles

By Neil J. Squillante | Monday, June 29, 2009

Coming today to BlawgWorld: Our editorial team has selected and linked to 51 articles from the past week worthy of your attention, including our Post of the Week. Here's a sample:

New Acrobat Training Movies: Search, Touchup Text, and More

Change and Reinvention Are Altering the Legal Profession

Legal Marketing Blawg Update on Email Marketing

Don't miss this issue or future issues.

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of legal technology, practice management, and law firm marketing, but not the only coverage. To stay on top of all the noteworthy articles published in blogs and other online publications you could either hire a research assistant or simply subscribe to BlawgWorld. The BlawgWorld newsletter has received rave reviews and is free. Please subscribe now.

Topics: BlawgWorld Newsletter | Business Productivity/Word Processing | CLE/News/References | Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management

Run Your Firm Like an Apple Store Plus 56 More Articles

By Neil J. Squillante | Monday, June 22, 2009

Coming today to BlawgWorld: Our editorial team has selected and linked to 57 articles from the past week worthy of your attention, including our Post of the Week. Here's a sample:

Trial Presentation Software Solutions

Lexis, Coffee Filters, and Associates: Law Firms' Overhead

Using Auto-Responders to Nurture Client Relationships

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of legal technology, practice management, and law firm marketing, but not the only coverage. To stay on top of all the noteworthy articles published in blogs and other online publications you could either hire a research assistant or simply subscribe to BlawgWorld. The BlawgWorld newsletter has received rave reviews and is free. Please subscribe now.

Topics: BlawgWorld Newsletter | Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management | Litigation/Discovery/Trials | Presentations/Projectors

BigLaw: How to Work With Very Difficult Clients

By Liz Kurtz | Monday, June 22, 2009

BigLaw-06-15-09450

Originally published on June 15, 2009 in our free BigLaw newsletter.

Back in the days when lawyers still had jobs, you could listen in on virtually any group of summer associates, law students, or recently minted attorneys, and hear them chattering excitedly about the great aspects of the position they had (or hoped to have) landed at a law firm. "Free dinner if you're there after 7!" "Car service if you stay past 8!" "Tons of client contact!"

Ask a second or third year associate about these "perks," and they'll tell you that they are, as a general matter, euphemisms for much less glamorous circumstances, like working really, really late. Or at least that's what they would tell you if you could find them: they are probably too busy hiding from clients. In other words, beware: as a young lawyer, having "lots" of client contact may look like a gift when it is, in fact, a Trojan horse.

A Sharp Pain in the …

"Heather," now a senior associate, experienced the joys of client contact in her first year of practice, when she was assigned to work on (what seemed to be) a small, straightforward case. Mr. Sharp, the client, was a wealthy man who had brought a fair amount of business to the firm over the years, including several large, complicated matters. Although the current matter had arisen from a personal dispute between Mr. Sharp and his neighbors (and was tiny by comparison), she saw it as a great opportunity and was thrilled when she was given a fair amount of responsibility. She dove in, embracing the task at hand and familiarizing herself with everything about the case … except the client. Although the partner seemed pleased with her work, he was reluctant to allow her to communicate with Mr. Sharp.

"In hindsight," Heather recalls, "I was warned. Although I was basically handling the case, the partner didn't want me to talk to the client directly." His explanation? "He kept making vague statements about how the client could be 'somewhat difficult,' and 'a lot to handle,'" Heather says. "I should have listened."

For a while, the partner acted as an intermediary: Heather wrote down anything she would have asked the client, emailed it to the partner, and waited for a response. Not surprisingly, this approach quickly became unworkable, running up billables and adding a cumbersome time delay at every turn — especially when the partner was traveling or preoccupied with other matters. Finally, with a sigh, the partner handed Heather Mr. Sharp's number and wished her luck.

During their first telephone conversation, Heather found Mr. Sharp crusty, but charming. "He was a little gruff," she remembers, "but it was sort of endearing." The next time they spoke, Heather was prepared for some mild grumpiness and light carping, but nothing too weighty. But, she says, "he started with a long-winded tirade about something irrelevant. About 20 minutes into it, he asked me if I was married or in a monogamous relationship." Caught off guard, she stammered that she was not. "It was as if I had pulled a lever and opened the floodgates," she laments. "Mr. Sharp spent the next ten minutes lecturing me about the moral failures of loose women who do things like 'date' and 'work.' I didn't know what to say, so I think I just sat there, openmouthed, and waited for him to finish."

Heather was offended by Mr. Sharp's outburst, but not quite sure what to do about it. Would she look like a crybaby if she mentioned it to the partner? She wanted to show him that she could handle anything, even a cranky client. She wanted to remain resolute in the face of adversity. She wanted to slay the dragon.

Heather said nothing, and continued to talk to Mr. Sharp regularly, though with increasing dread. As Mr. Sharp became more comfortable with her, he also became more comfortable sharing his outspoken opinions, many of which were sexist, racist, homophobic, anti-Semitic, or distinguished by a unique combination of multiple bigoted ideas. "In some ways," Heather says, "he was very egalitarian."

In addition to his offensive views, Mr. Sharp was also an unforgiving boss. He demanded that Heather research issues that he considered crucial, and was brutally critical when she could not come up the answers he wanted. He wanted unimportant tasks done immediately, and would often call her multiple times in a day to check her progress. In short, Mr. Sharp was driving her insane.

Heather finally told the partner that she found Mr. Sharp, um, … incredibly difficult. An unmistakably weary look crossed his face. "Well, I don't really have time to referee any personal conflicts between you and Mr. Sharp," he told her. "He's an important client, so do your best, and don't antagonize him." Before fleeing, the partner added "besides, he's just a grumpy old coot! How bad could it be?" As the partner's words floated from his retreating form, Heather tried to steel herself. Maybe it wasn't all that bad … right?

So Long and Thanks for All the Billables

A few weeks later, Heather participated in a conference call with the partner, Mr. Sharp, and local counsel, who was being used for an out-of-state filing. Mr. Sharp's usual tirade began around the fifteen-minute mark, growing more vituperative as the seconds ticked by. Thinking of the closeness she had developed with Sharp during the many, similar tirades she had endured recently, she decided that she might be just the person to redirect things. When he paused for breath, she gently suggested that they talk about some upcoming filing deadlines.

The pause turned into an awkward silence. Then Mr. Sharp spoke, his voice dripping with contempt. "Don't you ever interrupt me," he snarled at her. "Do you hear me?"

"I apologize," Heather said, "but I think we need to address the …"

Mr. Sharp would have none of it. He demanded an answer to his question. Heather, frozen, waited for someone to interject. The line was eerily silent. Finally, after a few more epithets, Mr. Sharp announced that he did not want her on the conference call. Unsure what else to do, Heather said a quick goodbye and clicked off. As she sat in her office waiting to hear from the partner, she had the distinct feeling that she had been sent to bed without supper.

When the partner finally stopped by her office to chat, she knew instantly that Mr. Sharp had gotten the best of her. The partner explained that, while he was aware of how difficult Sharp could be, he was also The Client, and, well … The Client is always right. Heather was taken off the case.

Know When to Hold 'Em and When to Fold 'Em

So: what can an associate do, when faced by a client as difficult as Mr. Sharp? Heather points out that, as a preliminary matter, the notion of "success" may prove impossible when it comes to dealing with a Mr. Sharp.

"Sometimes," she says, "the best you hope for is damage control." More importantly, she says, you need to be aware of how dangerous a client like Mr. Sharp can be for the associate involved.

"If you have an incredibly difficult client, you will probably work your butt off, and still end up looking bad," Heather posits. "You don't want to run crying to a partner every time the client ruffles your feathers. But you do want to make sure that you keep memos to file, so that you can contemporaneously document what's going on."

And, she says, sometimes you have to know when to walk away. "If you really feel that your difficult relationship with a client is hindering your ability to work on a case, or if your role as a figurative punching bag has precluded the possibility of a productive lawyer-client relationship, you need to go to a partner or mentor and explain your situation. No associate wants to turn down work, or admit defeat, or suggest he is incapable of rising to the task at hand, so there is a natural impulse to keep drilling away at it, and not to give up. But when you're dealing with a Mr. Sharp, you it may be better to jump off an impending train wreck before the moment of impact."

How to Receive BigLaw
Many large firms have good reputations for their work and bad reputations as places to work. Why? Published first via email newsletter and later here on our blog, BigLaw goes deep undercover inside some of the country's biggest law firms. But we don't just dish up the dirt. We also mine it for best and worst practices and other nuggets of knowledge. The BigLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: BiglawWorld | Law Office Management

Palm Pre Review; Assignment Memos; BlackBerry Bold Review; Small Firm, Big City; Dimdim Review; Do You Blog?

By Sara Skiff | Friday, June 19, 2009

Coming today to Fat Friday: Rob Foos reviews the new Palm Pre, Lane Trippe responds to a recent BigLaw issue on the "assignment memo," Morris Tabush reviews the BlackBerry Bold and his favorite apps, paralegal Leigh Crawford points to an article about how her small firm survives in a big city, and David Gulbransen compares Dimdim to WebEx for online collaboration. Don't miss this issue.

How to Receive Fat Friday
Our most serendipitous offering, Fat Friday consists of unsolicited contributions by TechnoLawyer members. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The Fat Friday newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Collaboration/Knowledge Management | Coming Attractions | Email/Messaging/Telephony | Fat Friday | Laptops/Smartphones/Tablets | Law Office Management | Online/Cloud | Technology Industry/Legal Profession

Angry Lawyer Beams Up to Courtroom Plus 75 More Articles

By Neil J. Squillante | Monday, June 15, 2009

Coming today to BlawgWorld: Our editorial team has selected and linked to 62 articles from the past week worthy of your attention, including our Post of the Week. Here's a sample:

Review: Two Days With My Palm Pre

Staying Competitive During an Economic Downturn

Ten and a Half Good Reasons to Blog

This issue also contains links to every article in the June 2009 issue of Law Practice Today. Don't miss this issue or future issues.

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of legal technology, practice management, and law firm marketing, but not the only coverage. To stay on top of all the noteworthy articles published in blogs and other online publications you could either hire a research assistant or simply subscribe to BlawgWorld. The BlawgWorld newsletter has received rave reviews and is free. Please subscribe now.

Topics: BlawgWorld Newsletter | Coming Attractions | Email/Messaging/Telephony | Laptops/Smartphones/Tablets | Law Firm Marketing/Publications/Web Sites | Law Office Management

BigLaw: McCarthy Tetrault's Dictation Workflow Finds a Helping Hand

By Marin Feldman | Monday, June 15, 2009

BigLaw-06-08-09450

Originally published on June 8, 2009 in our free BigLaw newsletter.

McCarthy Tétrault had a problem. Many of its lawyers rely on dictation devices, but with analog technology quickly becoming obsolete, McCarthy's IT department sought a product designed for this century rather than the last one. The 600+ lawyer firm first tried standalone digital software, but found it slow and inadequate to meet its administrative and workflow needs. Thom Oakes, McCarthy's Director of Information Technology, explains, "We were also restructuring the legal assistants into teams. We had been trying to use a standalone product to scale up to manage workflow, but we found that we had to move up to a more robust product."

Workflow Management Drives Bighand Past Its Rivals

Enter BigHand Digital Dictation. Developed by BigHand, a voice productivity software company with offices in Chicago, Toronto, London, and Sydney, BigHand essentially works by transferring encrypted .wav and .dss files to an internal firm server, and routing them to the appropriate source such as an available transcriptionist. Eight hundred firms worldwide currently use BigHand, including 100 in the United States.

McCarthy chose BigHand over digital dictation competitors such as Crescendo and WinScribe because it found the interface more functional from a transcription perspective and preferred the robust administrative features. It also felt BigHand better addressed the primary problem — workflow management.

McCarthy first rolled out the new technology in March 2008 and implemented an upgrade in November 2008. For remote access, the firm uses BigHand's telephony module rather than its Blackberry app. Lawyers simply call a number and dictate via telephone. The rollouts, according to Oakes, "went very smoothly" and required minimal training for attorneys and secretaries.

Bighand Gets Thumbs Up From Dictation Veterans

More than a year after the initial rollout, Oakes reports that BigHand is "heavily used" by McCarthy personnel. The application provides a level of workflow visibility that many in the firm find helpful.

The lawyers like it because they can send dictation files directly to their secretaries for transcription and can see their files' positions in the network queue. Deal and litigation team leaders like it because they can evaluate team member performance and monitor workload. And administrative managers have restructured deployment of their staff to optimize practice groups, per the firm's original objective.

But BigHand has not converted keyboard jockeys. McCarthy has not seen a general uptick in use of dictation since BigHand arrived. Also, Oakes says that it is hard to tell whether attorneys use BigHand's remote capabilities, which is one of the benefits over standalone digital recorders.

Oakes does not characterize BigHand as a cost savings initiative for McCarthy given BigHand's price, which can range from $300-$500 per user, depending on firm size. Still, Oakes is more than satisfied with his firm's choice of BigHand. "As far as other deployment projects have gone, BigHand went smoothly, quickly, and with overall user acceptance. I can rate it a 10 out of 10. No real complaints from anyone. We're very happy with the entire project."

How to Receive BigLaw
Many large firms have good reputations for their work and bad reputations as places to work. Why? Published first via email newsletter and later here on our blog, BigLaw goes deep undercover inside some of the country's biggest law firms. But we don't just dish up the dirt. We also mine it for best and worst practices and other nuggets of knowledge. The BigLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: BiglawWorld | Dictation/OCR/Speech Recognition | Law Office Management

fi-6140 Review Plus 69 More Articles

By Neil J. Squillante | Monday, June 8, 2009

Coming today to BlawgWorld: Our editorial team has selected and linked to 53 articles from the past week worthy of your attention, including our Post of the Week. Here's a sample:

Technology Is Great, but Prove Your Point

A Study in Why Major Law Firms Are Shrinking

Your Firm's Future Is Tied To Your Referral Sources

This issue also contains links to every article in the June 2009 issue of Law Practice. Don't miss this issue or future issues.

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of legal technology, practice management, and law firm marketing, but not the only coverage. To stay on top of all the noteworthy articles published in blogs and other online publications you could either hire a research assistant or simply subscribe to BlawgWorld. The BlawgWorld newsletter has received rave reviews and is free. Please subscribe now.

Topics: BlawgWorld Newsletter | Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management | Litigation/Discovery/Trials | Presentations/Projectors | Technology Industry/Legal Profession

Palm Pre; Bill, Don't Build; Interwoven Review; SEO Tips; OfficeJet 9210 Review; Mobile Scanner Security Issues

By Sara Skiff | Friday, June 5, 2009

Coming today to Fat Friday: Anthony Campbell discusses consultants versus the DIY approach to technology, Simon Kogan reviews the HP Officejet 9210, Stelios Antoniou shares his firm's strategy for a successful Web site, Kathy Mergulhao reviews Interwoven Worksite for document management, and Carroll Straus discusses the security risks of scanners with built-in data storage. Don't miss this issue.

How to Receive Fat Friday
Our most serendipitous offering, Fat Friday consists of unsolicited contributions by TechnoLawyer members. You'll no doubt enjoy it because of its mix of interesting topics and genuinely useful knowledge, including brutally honest product reviews and informative how-tos. The Fat Friday newsletter is free so don't miss the next issue. Please subscribe now.

Topics: Coming Attractions | Consultants/Services/Training | Copiers/Scanners/Printers | Desktop PCs/Servers | Document Management | Fat Friday | Law Firm Marketing/Publications/Web Sites | Law Office Management | Privacy/Security

Need for Speed Plus 72 More Articles

By Neil J. Squillante | Monday, June 1, 2009

Coming today to BlawgWorld: Our editorial team has selected and linked to 53 articles from the past week worthy of your attention, including our Post of the Week. Here's a sample:

Potholes to Avoid When Using Courtroom Technology

How to Reduce Your Accounts Receivable to Zero in 120 Days

Law Firm Sues Google Over Use of Its Name in Rival's Ads

This issue also contains links to every article in the June 2009 issue of Law Technology News. Don't miss this issue or future issues.

How to Receive BlawgWorld
Our newsletters provide the most comprehensive coverage of legal technology, practice management, and law firm marketing, but not the only coverage. To stay on top of all the noteworthy articles published in blogs and other online publications you could either hire a research assistant or simply subscribe to BlawgWorld. The BlawgWorld newsletter has received rave reviews and is free. Please subscribe now.

Topics: BlawgWorld Newsletter | Coming Attractions | Law Firm Marketing/Publications/Web Sites | Law Office Management | Litigation/Discovery/Trials | Technology Industry/Legal Profession

BigLaw: Do Mentoring Programs (Ever) Work?

By Liz Kurtz | Monday, June 1, 2009

BigLaw-05-18-09450

Originally published on May 18, 2009 in our free BigLaw newsletter.

We can all think of trends and innovations that initially seem like the Next Big Thing only to fizzle or quickly become outdated. A few come to mind, such Betamax, AOL … and law firm mentoring programs.

While mentoring programs may not have been widespread years ago, today they are ubiquitous. But are they a true innovation or more like fad diets? If Oprah can't stay on track, who can?

Like those diets, mentoring programs are well-intentioned and carefully planned, but ultimately difficult — and perhaps too difficult — to fit to the needs of all involved. As a mid-level associate, "Christina" experienced just such a program.

My Boss, My Mentor?

Christina worked exclusively for "Ted," a very intense and very busy partner who had something of a niche practice at their mid-sized Connecticut firm. Though Ted had an impressive book of business and an enviable roster of clients, he was not, Christina says diplomatically, particularly "nurturing." He often threw her head-first into assignments with minimal explanation and even less ongoing supervision. And because he traveled frequently, and struggled to meet the needs of his many clients, Ted was often unavailable to field questions or provide guidance.

When Christina's firm announced a comprehensive new mentoring program, she was delighted. "I thought it would be an opportunity to really connect with a more experienced lawyer at the firm," she recalls. "I loved the idea of having a professional role model, who I could turn to when I had questions about judgment calls in certain situations, or needed help with substantive skills, like writing." In addition, she says, "I felt that Ted was often critical of my work, but didn't offer much feedback. I thought that if I could talk openly to a more experienced attorney and maybe get some constructive criticism, I might be able to actually improve, instead of just feeling chastised."

When the mentor-mentee pairings were announced, however, Christina's hopes sank: they paired her with Ted. "Ted barely had the time or inclination to deal with me when cases required him to," she explains. "It seemed unlikely that he would put any effort into an 'extracurricular' effort to help me develop professionally."

Unfortunately, Christina's hunch was correct. Months went by, and Ted made no effort to fulfill his "duties" as a mentor. Christina tried gently to remind him that she was available for a mentor-mentee lunch or meeting. Nothing happened. Finally, after some less gentle nudging by the firm's Mentoring Program Committee, Ted took her out for an awkward lunch, where they ended up discussing a rolling document production. "The level of mentoring," she says, "was basically imperceptible."

In short, says Christina, she did not feel that she benefited from the mentoring program. "I thought that the firm was wrong to pair me with Ted," she says. "First of all, we didn't have a great relationship to begin with. But I also worked for him, so it didn't make sense for him to be designated as the person I would go to when I was having problems with the person I worked for … or even just with general issues, like my workload or skills. Rather than feeling like he would listen and try to advise me, I worried that he would write me a bad performance review — based on my own admissions about areas in which I thought I was lacking."

But was the failure of this mentoring relationship as simple as bad matchmaking? Christina thinks it was more complicated. Another critical problem, she explains, was that Ted was not interested in being a mentor. Although the firm pushed him to be more involved, and even provided him with ideas and suggestions for how to be a better mentor, he did not have the time — or the skills — to function in that role.

Mentoring Done Right

Sadly, Christina's experience is not unique. Where, then, does that leave the well-intentioned law firm? Is the effort of trying to design — and implement — a successful mentoring program an exercise in futility? "Jeff," a partner at a large firm in the New York area, thinks not.

Admittedly, he says, mentoring programs present significant challenges, and require a great deal of effort. Part of the difficulty, he says, is illustrated by a story like Christina's: mentoring involves an organic relationship, and relationships are as difficult to initiate and grow in the professional environment as they are anywhere else.

Jeff uses a litigation analogy to explain. "You prepare for trial, but the case settles. In other words, a good lawyer doesn't litigate to settle; he or she litigates to win. For that reason, you always conduct yourself as though you will try the case … but if settlement happens along the way, so be it. Similarly," he continues, "mentoring happens. You can't necessarily force people together into a mentoring relationship and expect that it will always work, irrespective of your best intentions and all the planning you do, like looking into people's backgrounds for shared interests, common experiences, and that sort of thing."

Notwithstanding the significant challenges, says Jeff, "they don't mean you can't have a formal, organized mentoring program that works." But, Jeff warns, if you want your mentoring program to succeed, you should be prepared to put in a lot of effort — and to keep it coming.

"Our experience," he explains, "is that a good mentoring program requires almost constant vigilance. Someone needs to follow up, fairly regularly, with the people on both sides of each mentoring relationship to find out if it's working." He concedes that "this is an imperfect system, because not everyone trusts that their response to such inquiries will be kept in confidence, but, with time, hopefully people can learn that they can speak freely about their feelings."

Success also requires flexibility, says Jeff, and the willingness to find creative ways to respond to the many, and variable, needs of individuals. Although it can be incredibly difficult, he says, "you need to be capable of implementing changes, even when some people may suffer from hurt feelings. It doesn't make any sense to continue to force a broken mentoring relationship on two people, even if only one of them is aware that it's broken."

Back to the Future

It may be attorneys like Jeff (who believe in the tradition — and value — of mentoring) who keep the legal profession true to its roots. Historically, the profession relied on a system of apprenticeship to train its young inductees, and younger lawyers were expected to watch and learn from their elders. Working relationships could be structured to facilitate this kind of close supervision.

Law firm practice today — and big firm practice in particular — is not generally conducive to patient instruction (by the partner) and dedicated learning (by the associate), neither of which translate into billable hours. For these reasons, both formal and informal mentoring fills a significant void in the professional development of new lawyers.

"When it is done properly," Jeff posits, "mentoring can really work well." He believes that both younger attorneys and those who are more senior "can always benefit greatly from the experiences of their more seasoned colleagues. And the benefit can occur in a variety of areas, ranging from substantive legal work to more personal issues (like career decisions) to firm political issues."

Jeff concludes that, overall, mentoring programs may be a challenge to administer, but "they are both good and necessary." After all, today's mentees are tomorrow's partners.

Photo by Tomas N. Romero. All rights reserved.

How to Receive BigLaw
Many large firms have good reputations for their work and bad reputations as places to work. Why? Published first via email newsletter and later here on our blog, BigLaw goes deep undercover inside some of the country's biggest law firms. But we don't just dish up the dirt. We also mine it for best and worst practices and other nuggets of knowledge. The BigLaw newsletter is free so don't miss the next issue. Please subscribe now.

Topics: BiglawWorld | Law Office Management
 
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