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Big data, small data

Sole practitioners often struggle to find and interpret meaningful practice data that points business-building efforts in the right direction. New practice management software with great reporting features helps many lawyers find personalized information in an instant. But old habits – such as not bothering to look at the data on a regular basis or do […]

Observing the Office Grouch

Many of the lessons Sesame Street taught us about how to get along with the people in our neighborhood actually still serve us well in the workplace. Consider the wisdom of Oscar the Grouch, for example.

Simple Questions for Complex Situations

How many professionals consistently use a checklist of questions to ask clients at the beginning of a client matter? Many customize checklists published by regulators for a particular practice area, client service style or matter management process. The focus is often on quality assurance, risk mitigation and scope of work. Is there a way to include the human element […]

Back to (Business) School

Ah, September. The leaves are falling, the air is crisp and most of us feel motivated to learn something new. Stanford University offers several online learning options for lawyers and legal professionals* interested in sharpening their business skills, especially in the areas of entrepreneurialism and innovation. The videos and podcasts in their Entrepreneurship Corner are professionally produced, […]

Schmooze Without the Ooze

Merriam Webster defines “schmooze” as a verb meaning “to talk with someone in a friendly way often in order to get some advantage for yourself”. That sounds unctious doesn’t it? I was recently interviewed about modern methods of getting to know clients and potential clients in a more sincere way than a lot of people associate with schmoozing.