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legal practice management

The Master Guide to Business Spend Management

June 9, 2023 By Dan Bowman Leave a Comment

Law firms, like any other business, need to effectively manage their spending to ensure financial stability and operational efficiency. 

By implementing proper spend management strategies, law firms can benefit from accurate expense tracking, informed decision-making about budgets, and minimizing errors that could impact the firm’s bottom line. 

In this guide, we’ll explore the importance of business spend management for law firms, effective spending tracking methods, the components of the spend management process, and the benefits of automated spend management with law practice management software. 

Whether you’re a solo practitioner or part of a larger firm, this guide offers valuable insights and practical tips to optimize your firm’s billing and spending for financial success.

What Is Business Spend Management?

Thomson Reuters defines business spend management for law firms as the process of reviewing, tracking, analyzing, and reporting on the costs incurred by the firm and its clients.

Benefits of tracking your firm’s spending include: 

  • Increasing your firm’s efficiency
  • Knowing where your firm can cut spending
  • Saving money, allowing you to operate sustainably

How Do Law Firms Track Spending?

Your law firm could track spending using traditional methods like written logs, spreadsheets, and paper receipts. These expense tracking methods are inconvenient and prevent your firm from staying competitive. 

That’s why many modern law firms choose practice management software that allows them to stay organized while avoiding the perils of traditional expense tracking. 

With a solution like Bill4Time, you’ll have quick access to detailed reports and billing online, eliminating the need for paperwork or worrying about any expenses going unaccounted for. Plus, you’ll be able to easily determine if your firm’s budget is working and identify areas where you may need to cut back on unnecessary spending.

Importance of Proper Business Spend Management

Knowing how to track and manage your firm’s spending is essential to its financial stability. Without a business spend management strategy, you may not be aware that your firm is losing money or spending too much on the wrong things. 

When you implement proper business spend management, your firm will benefit from: 

  • Accurate expense tracking: Whether you’re implementing a new marketing strategy or paying for any of the dozens of business tools your firm needs to operate, knowing where your money is going is essential.
  • Informed decisions about spend/budget: You need to know whether your spending is paying the return on investment you were expecting. For example, if your firm is dedicating thousands of dollars to a marketing strategy that isn’t generating a positive return on investment, you’ll know it’s time to try something new. Spend management will alert you if you’re throwing good money after bad.
  • Fewer errors: When you don’t have a plan for your firm’s expense tracking, mistakes will happen. For example, you could forget to consider certain expenses or fail to pay vendors and suppliers on time. Proper business and spend management allow you to avoid errors that could significantly impact your firm’s bottom line. 

Using Bill4Time’s time and expense tracking software helps your firm track spending without the hassle of obsolete methods. You won’t need to manually allocate payments  or records, and you can monitor your firm’s expenses from anywhere, on any device. 

Pro Tip: Take your practice wherever you go with the Bill4Time mobile app. Use the user-friendly dashboard to manage billing, track time, and review documents on your mobile device.

Components of the Business Spend Management Process

With any spend management strategy, you must have a process to collect data and analyze your firm’s current expenses. The spend management process usually involves: 

  • Collecting spend data: You should determine where your company is spending money. Consider all expenses, including purchase orders, invoices, payment data, receipts, and any other information about money your firm spends. You’ll also want to consider the costs associated with suppliers, expenses within each department, and your firm’s spend categories. Make sure you consider all aspects of your firm’s spending to gain a clear picture of your current financial situation. 
  • Use the proper categorization: After you’ve collected your firm’s spend data and removed any duplicate or inaccurate information, you can create spend categories. They’ll enable you to organize your data and develop strategies for saving money or reducing spending. You can also determine if your firm should adjust the budget in a particular category. Many firms categorize their spending based on supplier, business unit, or geographic location. 
  • Analyze spending patterns: You should analyze your firm’s spending history, patterns, procurement processes, and risk exposure. You can find areas where your firm can improve your spending habits and save money. 
  • Forecast spend: Now that you know where your company is spending and where you have opportunities to save, you can implement spend management techniques. By forecasting, you can estimate ROI and prepare for upcoming expenses. Knowing what’s ahead for your firm’s finances, you can respond to changes and allocate accordingly. 
  • Implement: Once you’ve researched, categorized your spending, and anticipated future costs, you can implement your business spend management plan.  
  • Measure performance: Check in on your firm’s spending regularly to ensure the money you spend is helping you reach your goals. 

Pro Tip: Use the robust accounting reports in Bill4Time to gain digestible insights about your firm’s finances. 

How to Implement a Business Spend Management Strategy at Your Firm

Implementing a business spend management strategy doesn’t need to be complicated. The three steps you should take when implementing your strategy include: 

  • Documenting the process: You will want to keep track of all your firm’s expenses and each step of the spend management process. Consider using a practice management system with document management capabilities. Keep your important files in one place, and access them anytime, anywhere. 
  • Communicating to staff: Communicate your expectations to your team clearly during the business spend management process. If they need to keep any documents or share any information with you, let them know.
  • Using technology: Turning to a practice management software allows your firm to centralize information and automate spend management. You can simplify the legal billing process, view accounting reports, and track time and expenses in one system. 

Using a well-planned business spend management strategy at your firm keeps everyone on your team up to date. 

What Is Business Spend Management Software for Law Firms?

Business spend management software for law firms allows you to access all your firm’s needs in one place. Bill4Time’s reporting feature helps you understand how your firm is doing financially to support your continuous business expansion. 

You should choose a practice management software that offers features like: 

  • Expense tracking: Efficiently organize receipts, record expenses, and customize expense types for accurate financial management.
  • Spend reports: Simplify tracking and reporting of expenditures, allowing you to gain a clear overview of your spending patterns.
  • Budgeting and forecasting: Evaluate your firm’s spending habits, plan for future costs, and make informed financial decisions

Benefits of Automated Business Spend Management

There are several benefits of using automated business spend management. Some of these include: 

  • Centralized data: When using an automated system, you can access all the information you need about your firm’s spending. Your finance department can analyze, budget, and plan based on this data. 
  • Robust reporting: You can stay in the know about payment history, collections, expenses, and productivity. 
  • Real-time spend management: Get updated payment reports and view a snapshot of your firm’s progress on an organized dashboard. 

Final Notes on Spend Management for Law Firms

Using automated methods to track and measure spending allows you to optimize your law firm’s budget. You don’t need to worry about organizing and analyzing paper receipts and documents. 

With Bill4Time, your firm can seamlessly implement a business spend management strategy that allows you to track, analyze, and forecast spending. It’s the practice management software that is the solution you have been looking for. Schedule your free demo today!

Get a Custom Bill4Time Demo

Filed Under: Blog Tagged With: law firm accounting, legal practice management

Understand the difference between reputation and review management

February 19, 2020 By Andrew McDermott

Business development is a challenge for the vast majority of law firms. 

According to an Altman Weil survey, 83.4 percent of firms listed “weak business development skills/efforts” as the main reason for chronic underperformance in their law firms. 

But it’s an issue most attorneys are already aware of. An Intapp survey stated 64 percent of firms report that cross-selling to existing clients is their top priority. Attorneys are aware of the problem, and they’re also vaguely familiar with the solution to that problem. 

These business development challenges present a secret dilemma

Most law firms focus on the wrong solution, placing the cart before the horse. These firms sink larger amounts of money into their marketing campaign. Many firms fail to achieve a pay off that’s worthwhile or reasonable.

Here’s the secret reason these initiatives fail. 

It’s a lack of understanding. Attorneys aren’t aware of the difference between review and reputation management. That’s a problem because both of these details determine whether your marketing will work (or not). 

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What am I talking about? 

I’m talking about the difference between reputation and review management. Wait a minute; why does this question matter to attorneys and law firms? This question matters because it determines whether your marketing will attract and convert new clients. 

Handled appropriately, your clients will: 

  • Spend more money 
  • Request additional help on new matters more often
  • Purchase at higher prices
  • Extend more loyalty to firms
  • Are more agreeable and willing to negotiate 
  • Don’t require costly discounts, write-downs, and write-offs to keep their business
  • Are more forgiving if (or when) you fail
  • Will provide you with a steady stream of referrals and new clients

All the things you want, right? 

These outcomes create a virtuous cycle, producing even more (quantifiable) benefits for your law firm.

  • Your conversion rate skyrockets
  • Advertising and marketing costs decrease dramatically
  • Return on ad spend grows rapidly
  • Clients spend more money without being asked

Your reviews and reputations matter. 

Northwestern University’s Spiegel Research Center analyzed 57,000 reviews from anonymous consumers and 65,000 reviews from verified buyers of more than 13,500 unique products and services across diverse categories. 

Here’s why. 

Their findings mentioned reviews could increase conversion rates by 270 percent! The better your reviews, the easier it is for you to attract clients, leads, and sales. The better your reputation, the better your results. Does this mean reputation and reviews are the same things? 

Not at all. 

Okay then, what’s the difference between reputation and review management? 

Reviews begin with outcomes; reputation begins with pain

Reputation management is reactive. Review management is proactive. 

Reputation managementReview management
You respond after a (negative) eventRequest feedback before a (positive/negative) event
Works to repair, hide or remove client feedbackWorks to amplify, accept and appreciate feedback
Work/results are not scalable, is ongoingWork/results are scalable and ongoing
(Negative) results compound rapidly in a short timeResults (positive/negative) compound over time
Focuses on tearing downFocuses on building up
Relies on press, publicity and legal muscleRelies on your clients, platforms and consistent effort

Can you see the difference? 

Reputation management is designed to handle negative content. Reputation management relies on strategies like:

  • Legal takedown notices
  • Improving content displayed in target search results
  • Publishing original content and launching new sites to compete with or bury negative content
  • Acquiring media mentions and influencer reviews
  • Issuing press releases
  • Suppressing unwanted data and content
  • Contacting editors and publishers to remove misleading, incorrect or unsavory content

What about reviews? 

Your online reviews amplify or nullify your prospective client’s trust before you even meet them. If your clients share a negative review about your business, you can respond to them directly, winning prospects over in spite of themselves. 

Why does this matter? 

An increase (or decrease) in revenue depends on your reviews and reputation    

Research from Moz found businesses risk losing as many as…

  • 21.9 percent of customers if you have just one negative review listed on page one of Google
  • 44.1 percent of customers if you have two negative results
  • 59.2 percent of customers with 3 negative results
  • 69.9 percent of customers with 4 negative results

So we’ll use this data for our formula.

Y = X / (100 – X)
Y = How many more customers you could have had (as a percentage)
X = Average percent of lost customers for businesses like yours

Where are we going to get X? From the data provided by Moz! If you have one negative result X would be 21.9 percent. If it’s two 44.1 percent and so on. Let’s say you have just one aggregate rating in Google that’s negative. 

What will that cost you? 

Let’s run the numbers. 

Y = 59.2 / (100 – 59.2) 40.8

Which means this law firm is losing 145 percent of their prospective clients. This makes sense, though, right? Looking at the search results, readers get the sense that something isn’t right about this business; this firm was disciplined by the Florida supreme court. 

You’re nothing like this firm. 

You run a reputable law firm; you and your attorneys are all above reproach. 

Which is why this matters. 

You have a reputation and clients to protect, right? If that’s true, you’ll need to focus your time and attention on managing both your reputation and your reviews. 

Business development won’t work if you’re missing 

… A strong review portfolio and carefully managed reputation; the majority of firms listed weak business development skills/efforts as the main reason for their chronic underperformance.

Reputation and reviews are the foundation.

Prioritize reputation management with a carefully crafted review management campaign. Work consistently, and you’ll amplify the amount of traffic, leads and clients your law firm attracts — scalable rainmaking at your fingertips.

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Filed Under: Blog, Legal Tagged With: legal practice management, Legal reviews

Legal Practice Management Best Practices

August 16, 2019 By Andrew McDermott Leave a Comment

Don't ignore change

It’s the inevitable event.

The one consistent theme in the legal industry that continues to threaten attorneys and law firms. Attorneys do their very best to resist this threatening event yet none are successful.

In the end, those who resist, fail.

How is this event so troublesome that it threatens even the largest, most successful law firms? What exactly is this “inevitable event?”

Attorneys see this coming but many choose to ignore it

What cryptic event am I talking about?

It’s change.

Attorneys, law firms and the legal industry at large have a serious problem with change. Attorneys are seen as Luddites, rather than the early adopters they could be.

But why?

Pundits at Thomas Reuters suggest that this resistance to change may be baked into the legal industry:

“One underlying reason may be the legal profession’s focus on precedent. The very nature of the practice of law, and the U.S. legal system as a whole, largely rests on guidance from previous case law or interpretation of legislative intent. Additionally, the practice of law is inherently risk averse; lawyers are known for writing long memos that issue warnings of what might potentially go wrong, and transactional attorneys often draft from precedent, rather than creating documents from scratch.”

It’s no secret that the legal profession is a cautious, risk-averse endeavor. If you’re practicing law, your entire focus is oriented around reducing and eliminating risk for your clients.

It’s a two-edged sword.

The cautious, risk-averse nature that makes attorneys (you) so formidable is also the same nature that creates this strong resistance to change. Contrary to popular belief, this isn’t a personal defect, it’s a strength. This is how you’re able to defend your clients so effectively.

Here’s the downside.

This strength needs to be aimed. Most attorneys aim their cautious, risk-averse nature at anything that’s perceived as a threat. But research shows this is the wrong move.

Why is it the wrong move?

When attorneys ignore change they increase risk

Increased risk leads to danger, disaster and loss. Here are a few objective examples to demonstrate what I mean by increased risk.

  • Law firms following the traditional model push their associates to produce more work (i.e. chargeable hours) year-over-year. Their associates eventually reach a breaking point as mistakes, errors, and negligence begin to take hold.
  • Individual attorneys lose six hours each day to nonbillable work. They could automate, semi-automate, and/or outsource this nonbillable work but for whatever reason, most don’t. Most attorneys/small firms struggle with rainmaking or business development unnecessarily.
  • Clients aren’t willing to pay for legal research, junior/first-year associates and large bills for legal miscellany (e.g. photocopies, food, travel expenses, etc). Traditional firms have resisted this push leading to a significant loss of business.
  • A research report by Verizon found legal professionals were the easiest to hack. This creates an avalanche of liability that results in unnecessary lawsuits, penalties, fees, lost goodwill, and lost client trust. A key example? Cravath Swaine & Moore and Weil lost $4 million to cybercriminals in 2016.

Can you see the risk?

Change resistance increases risk, danger, disaster, and loss sometimes exponentially.

Why pundits perpetuate change resistance

Pundits and experts tell you to do something you know you can’t do.

Take unwarranted risks.

They ask you to trust third-party firms  (i.e. security firms) with your client’s sensitive data. You’re asked to trust, no, to let go of the responsibility that comes with business development.

These risks seem unreasonable.

If you’re like most attorneys and law firms this triggers psychological reactance. Most attorneys and firms in this position feel their choices are being limited in some way as if they’re being asked to behave in an irresponsible or imprudent manner.

So they resist.

There’s a better solution. One that provides attorneys with the agency and control they need to avoid risk while simultaneously addressing the need for change. I mentioned it just a few paragraphs ago, did you miss it? If so, here it is again.

Aim your cautious, risk-averse nature.

When you don’t know how to recognize the legitimate threats around you everything seems dangerous. What does this mean for you then? It means you need to follow a few specific best practices.

  1. Create heuristics to recognize potential (yet unknown) threats and opportunities
  2. Aim your cautious, risk-averse nature at threats. Attack aggressively, win decisively
  3. Accept and plan for failure
  4. Create heuristics to limit, learn from and exploit failure

1. Create heuristics to recognize potential (yet unknown) threats and opportunities

You can use a basic form of heuristic analysis to identify unknown events that exist in or around your law firm.

What exactly is heuristic analysis?

Heuristic analysis is a methodology that’s used by cybersecurity software providers to identify unknown threats. Here’s how security professionals use this heuristic model.

  1. They examine suspicious looking code
  2. They compare suspicious looking code to a database of known/confirmed threats
  3. They flag anything that matches confirmed threats in their database

Pretty simple, right?

Believe it or not, this simple heuristic model has all the tools you need to spot potential threats and opportunities for your law firm. We just have to adapt the process above to suit our needs.

Here, take a look.

  1. Examine suspicious elements (e.g. people, circumstances, offers, events, etc.)
  2. Search for precedents that match (or are similar to) your suspicious elements
  3. Flag suspicious elements that are confirmed

Okay then.

How would you go about using this in your law firm? Let’s look at a recent example. Law.com shared a story about a client poaching lawsuit.

A personal injury firm’s case that accuses a New York area competitor of paying clients out of a briefcase full of cash to switch law firms has escalated, with the plaintiff revealing that one of its paralegals went undercover as a potential client to obtain “forensic” proof of wrongdoing by William Schwitzer and his law firm.

Ginarte Gallardo Gonzalez & Winograd raised eyebrows last year with a lawsuit in Manhattan Supreme Court claiming that Schwitzer and his firm, William Schwitzer & Associates, used non-attorney “runners” to entice Ginarte clients in a doctor’s office waiting room to switch firms. The Ginarte firm revealed Friday that one of its paralegals pretended he was injured on a construction site and recorded conversations with the runners and two lawyers at Schwitzer’s firm.”

It’s a wild story, isn’t it?

It seems both these firms have missed the point. These firms are competing for client business. From the sound of things, their competition is routine and cutthroat. Can heuristic analysis be used to identify the types of clients most likely to switch law firms?

Absolutely.

Let’s apply the same heuristic model to this scenario.

  1. Examine suspicious elements (client poachers, clients switching law firms)
  2. Search for precedents that match (or are similar to) your suspicious elements
  3. Flag suspicious elements that are confirmed

First, we start asking questions to identify suspicious elements. We keep questions until we get to the source of the problem.

  • Which clients switched firms in favor of [competitor]? What motivated them to leave?
  • When did they decide to leave? Where were they?
  • Which clients stayed with us. Why did they stay?
  • What are the differences between clients who stay and clients who leave?

Research into this story confirmed some important details. Clients were being offered $2000 and a free Uber to switch. This narrows things down considerably, doesn’t it? The data in this example shows many personal injury clients need money but they’re temporarily unable (or unwilling) to work.

These details aren’t complicated, are they?

It’s an opportunity for you to create a compelling value proposition for your firm and your clients. What does this mean then?

  • You can identify the characteristics of a loyal/disloyal client, enabling you to market your services appropriately
  • You can find a way to provide indigent/injured clients with the short-to-long term income they need (directly or via third-party providers)
  • You can use the strong value proposition you created above as a sales and negotiating tool to win and retain prospective clients
  • Create client intake tools and educational resources to inoculate new clients against poachers
  • Create an irresistible offer that acts as an economic moat protecting your firm against bigger, stronger, unscrupulous or more aggressive competitors

This is the power of heuristic analysis.

With the right set of questions, a clear plan of attack and actionable data, your firm has the tools it needs to create a competitive advantage your competitors will struggle to overcome. You can use heuristic analysis to identify strengths, weaknesses, opportunities and threats.

Heuristic analysis is a best practice that’s rarely discussed. Use it to:

  • Identify A player employees
  • Discover the reasons why your clients are leaving
  • Create irresistible offers and compelling value propositions that motivate clients to stay
  • Simplify rainmaking and business development, attracting an avalanche of leads, clients and revenue
  • Systematically increase your billable rates (and collection realization rates) year-over-year
  • Keep A player employees happy and loyal without the exorbitant incentives and bonuses required by employees at most firms

The possibilities are endless. And here’s the important part. Heuristic analysis works well when you compare and contrast across a variety of dimensions including:

  • Region, location and jurisdiction
  • Comparison by practice areas (e.g. real estate law vs. corporate law)
  • Legal industry compared with other industries (e.g. venture capitalists, accounting, consulting, etc.)

When it comes to heuristic analysis, the sky’s the limit.

2. In your cautious, risk-averse nature at threats. Attack aggressively, win decisively

I’ve mentioned that you can use heuristic analysis to evaluate your firm’s strengths, weaknesses, opportunities and threats. Strengths and weaknesses typically aren’t time-dependent. Opportunities can be, but there’s often a fresh one just around the corner.

Threats are different.

If you identify a threat it’s typically wise to take action immediately. This is the time to do what you do best.

Attack.

You want to use your cautious, risk-averse nature to minimize and/or eliminate threats. You aren’t always required to rush into battle but it’s a good idea to attack threats (the problem) aggressively, where appropriate, and win decisively. Here’s a list of threats you may face in your firm.

  • Losing prospects
  • Losing clients
  • New competitors
  • Industry disruption via innovative processes, competitors or events
  • Falling billing and/or collection realization rates
  • Poor/delayed timekeeping
  • Falling utilization rates
  • Decreased productivity and/or performance
  • Decreased morale
  • Decreased lead flow
  • Decreased profitability by client/practice area/timekeeper/role
  • Consistent failure to hit/achieve goals and key performance indicators
  • Law firm culture/values clash

You’ll want to identify your primary, secondary and tertiary metrics.

  • Primary metrics are about survival, these are the metrics you check regularly
  • Secondary metrics are about growth, the ones you monitor on a semi-regular basis
  • Tertiary metrics are concerned with expansion, those you monitor less often

This needs to be defined by you. Here’s a short list of the metrics you can monitor your firm. Primary threats should be addressed immediately. Secondary threats addressed urgently and tertiary threats addressed promptly.

3. Accept and plan for failure

Good practice management takes time. It’s difficult to extract both immediate and long-term value consistently. What does that mean for you? That you accept and plan for failure.

How do you do that?

Let’s say the attorneys in your firm are turning their timesheets in at the end of the month. You know the longer they wait to record their time, the more inaccurate your billable time and realization rates will be.

  • You lose 10% of your billable time (revenue) if you record time the day of, once a day.
  • You lose 25% if you wait 24 hours to record your time.
  • You lose 50% if you wait one week.

If they’re turning in timesheets at the end of the month you’re losing 50 to 70 percent of your billable time. That’s an incredible amount of lost revenue. Imagine making 50 percent more simply by recording your time as-it-happens?

That’s a painful example of failure.

You won’t always be able to plan for failure ahead of time. Often times, you’ll experience failure first. This is your chance. You can accept the failure now, then plan for that failure in the future.

Here’s how you do that.

  • Recount a personal or professional failure you’ve experienced
  • Outline how things went wrong and how they could’ve gone wrong
  • Identify (a.) Your ideal solution to the problem if you don’t know that move on to (b.) The person or professional who knows how to solve your problem

You’ll want to create a comprehensive list of the ways things can and will go wrong. This can be scary to outline in detail but it’s important. Outlining your worst fears – the way things can go wrong, it’s a form of inoculation. It de-fangs the fear, anxiety and stress that comes with failure.

The strategy is straightforward.

When you experience failure, make it worse. Outline the mistakes you made and the mistakes you could have made. Make a list of everything that went wrong. Then make a list of everything that could go wrong. Then identify the solution.

That’s it, simple right?

4. Create heuristics to limit, learn from and exploit failure

How are you supposed to learn from failure? If you’re running a firm with other associates you know how hard it is to change their behavior. How are you supposed to limit, learn from and exploit failure if you can’t persuade your employees to change their behavior?

It’s simple.

You apply the right behavior model. Best practices fail and poor behavior continues when you’re missing the right behavior model.

Okay, first things first.

What do I mean by “behavior model?” It’s behavior prediction and forecasting.

A behavioral model is a collection of data you use to make predictions about future behavior. I’m oversimplifying things here intentionally. I don’t want us to get bogged down or lose focus.

BJ Fogg, a researcher at the Stanford Persuasive Technology Lab, created the Fogg Behavioral Model (FBM).  The FBM was designed to answer a simple question.

“What causes behavior change?”

The FBM shows there are three elements to behavior change.

  • Motivation. A compelling reason for people to change their behavior.
  • Ability. The capability to change behavior in the desired fashion.
  • Triggers. A prompt or call-to-action that tells people to “do it now!”

These are the elements that work whether we want them to or not. This is how you change behavior and results in the long term. Here are some examples of each category.

Motivation

Motivations rely primarily on desire, things we want and things we want to avoid.

  • Sensation governs pain and pleasure. These can be both subjective and objective.
  • Anticipation regulates hope and fear. This includes subsets like expectation and frustration.
  • Belonging regulates social rejection and social acceptance.

Ability

Ability relies on ease and simplicity. If it’s easy-to-do it more likely to be done. What about simplicity? You making simple by removing barriers. The more barriers you remove, the more simple behavior change becomes.

  • Time. “It takes too long” or “That was faster than I expected.”
  • Money. This has a negative financial impact on me/us vs. a positive financial impact on me/us.
  • Physical effort. “This is exhausting and hard” vs. “easy and enjoyable.”
  • Cognitive ease. Easy to think about, difficult to think about.
  • Social acceptance. This is socially unacceptable (stressful) vs. this is socially acceptable.
  • Regularity. “This isn’t something we normally do” (irregular) vs. “At 2 PM I usually…” (regular).

Triggers

Triggers are known by different names. They’re often called requests, offers, cues, calls-to-action or prompts. When it comes to changing behaviors (i.e. as-it-happens billing) there are three types of triggers.

  1. Spark: A trigger that’s paired with a motivator (like the ones we’ve discussed above) works best when motivation is low.
  2. Facilitator: A trigger designed for people with high motivation but low ability. This trigger is a helpful way to learn how to use a new software feature. Acting on this trigger means a recurring task will be more difficult at first, then easier to accomplish again in the future.
  3. Signal: This trigger is appropriate for staff members who have both high motivation and the ability to act. These triggers simply serve as reminders to take action. They’re simple, straightforward and clear.

This is how you limit, learn from and exploit failure. This is how you attack failure preemptively. These best practices aren’t as obvious, but they are timeless.

Use these heuristics to improve:
Business developmentRainmaking
Time trackingExpense tracking
Billing and invoicingOnline payments/payment processing
Collection realizationUtilization rates
Document assemblyDocument management
Project managementEmployee productivity
Data and cyber securityAccess management
AccountingReporting (e.g. financial, practice, security, etc.)

The possibilities are endless.

Here’s the most important part about these heuristics and best practices. They’re timeless. These strategies and tactics aren’t trends or fads. There relevant today and they’ll be relevant in 2030. They’re simple details that require a bit of consistent thinking.

Can your firm counter the inevitable?

Change is the consistent theme of the legal industry that continues to threaten attorneys and law firms. Attorneys do their very best to resist change yet, in the end, none are successful.

Change comes for us all.

Attorneys, law firms and the legal industry at large have a serious problem with change. The same, cautious, risk-averse nature that makes you so formidable is also the same nature that creates this strong resistance to change. Contrary to popular belief, this isn’t a personal defect, it’s a strength.

Aim your cautious, risk-averse nature at your problems.

When you don’t know how to recognize the legitimate threats around you everything seems dangerous. Follow these best practices and you’ll find your firm is prepared for the inevitable, the unexpected and the unknown.

Filed Under: Blog Tagged With: heuristic analysis, legal practice management

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