Coaching Tips for Partners and CMOs

“I tried coaching that associate but it didn’t work.”

“Well,” I asked, “What did you say to him?”
“I told him to stop annoying the clients, but he keeps doing it.”

Unfortunately, both supervising lawyers and leading a law firm are far more complicated than simply telling people what to do. When facing an environment of change and uncertainty, or even when helping a single associate overcome some professional hurdle, coaching can be an invaluable strategy. With its increasing popularity, the word “coaching” is often used colloquially as a proxy for giving advice, providing direction, consulting, and other activities. Whereas, professional coaching organizations define it as helping people explore and discover answers for themselves. Have you ever repeated the same wisdom or advice to someone a dozen times but they just didn’t get it?  It is frustrating, isn’t it?  You have something valuable to contribute, but it just isn’t getting through.  Most people give up at this stage, thinking that they have done everything they can, and dismissing the person as “hopeless” or “impossible.” Obviously, one’s ability to manage such situations improves with training and experience; but even a basic understanding of coaching principles can make a huge difference in your effectiveness in circumstances where your usual approaches simply are not working.  Here are some tips to consider when coaching associates and partners.

The Relationship is the Foundation

Your ability to be effective with someone is directly proportional to the strength of your relationship.  If you don’t like them, don’t try to coach them. You can be the most brilliant and knowledgeable person in the world, but if you don’t like the person or if you suspect that he or she don’t like or respect you, game over. That lawyer won’t listen to anything you have to say. You might think, “I’m really good at hiding my opinions,” but people are far more perceptive than we imagine.  Unless you have an Academy Award for acting, don’t even try.  What you can do, however, and what does make a difference, is to make a concerted effort to improve your relationship. Go to lunch. Find shared interests, talk about family, look for common values and beliefs, etc. Once you have established a rapport, you are in a position to initiate much more meaningful discussions.

What if the person is too busy and doesn’t seem interested in taking time for lunch? Building a relationship in this situation is very similar to the challenge law firm lawyers face when approaching corporate counsel. No one has time for trivial conversation. People are busy and may not be inclined to talk about their weekends. Nonetheless, they will appreciate anything you can do to actually help them. In such circumstances, making a key introduction or sending them an article related to their practice areas, for example, are substantive ways to generate a more positive relationship with someone, even if there have been tensions or disagreements in the past.  In turn, this paves the way for more in-depth conversations and the opportunity to offer coaching or guidance.

See Their Greatness

In the world of coaching, we start with the premise that, as human beings, we all have wonderful qualities that are part of the fabric of who we are, such as integrity, generosity, caring, creativity, humor, commitment, joy, among many others. These essential characteristics are different from person to person.  On the other hand, human beings also have a less delightful side, the part that comes out when we are stressed or just trying to survive in the world.  In your role as a coach, your job is to focus on the positive and help people to act in alignment with that side of themselves.  For example, a lawyer may be angry, frustrated or recalcitrant; but those traits may be manifesting in reaction to a deep level of commitment. Lawyers who genuinely care about doing a great job for clients or creating a supportive and collegial work environment may become angry or upset when their goals and commitments are stymied. To coach such a person effectively, you should appreciate and acknowledge that he or she is, fundamentally, a caring, committed person (rather than focusing on the fact that, in the moment, he or she may be acting like a jerk).

Ask, Don’t Tell

As smart, capable human beings, we tend to look at other people’s problems and see simple solutions. Yet, think back for a minute to a time when you were stuck, really stuck. This could be when you were trying to decide whether to leave a job or a relationship, or perhaps when trying to achieve a seemingly impossible goal. Lots of people gave you advice, and it probably didn’t make much difference.  Still, maybe you got lucky, and there was someone in your life, a friend, a relative, a coach, who asked you questions and helped you to figure out what you needed to move forward.

This principle of asking rather than telling applies at all stages of coaching. Just because you see a problem doesn’t mean the person wants to talk about it. If you saw an obese person, you wouldn’t automatically assume that he or she were ready to dive in and discuss a weight loss program. It’s the same with coaching. Everyone has issues that they are working on, or that they know to be obstacles, but which they don’t necessarily wish to discuss. To coach effectively, you need to work with whatever the person wants to talk about or whatever seems most important to them. As the conversation develops, you can look for opportunities to bring up what you see as their opportunity for growth.  For example, an associate may mention that he is frustrated that he can never seem to leave work early enough to see his children before they go to bed. Maybe you think that he should be more organized or delegate more. Clearly, there is a relationship between these respective agendas. Once you start looking for it, there are usually ways to connect the concerns of the person you are coaching with whatever issue you would like them to address.

Motivation is Key

The lawyers you work with are smart and capable; or, if they are not, you will want to rethink your hiring and firing practices. Therefore, if your attorneys are not making progress with something critically important for their careers, like business development or improving an important skill, then there may be a lack of true motivation. This is tricky because even the lawyers themselves may not be clear about their own desires. I had a client recently who was of counsel and hired me because she wanted to become a partner. She wanted to make more money, have more independence, and gain more status.  We came up with a great business development plan. It was aligned with her skills, talents and interests; and it inspired her. Nevertheless, it soon became clear that she wasn’t making much progress. When we examined the situation more closely it became evident that she didn’t really want to become a partner.  Although, theoretically she liked the idea, when she really thought about the partners’ lives, from her perspective, they did not look appealing. The partners worked even longer hours, spent all their social time with clients, and had even “less of a life” than my client. Once her true feelings became clear, she realized she would prefer to work elsewhere and is now employed in the federal government. Another client with similar concerns about becoming a partner decided to stay at her firm, but with the understanding that she is creating a version of partnership that works for her, rather than emulating the life and work choices exemplified by her colleagues. Of course, it is unlikely that your lawyers will confess to you if they have mixed feeling about partnership or practicing law. However, it is useful for you to recognize, as someone trying to encourage, mentor or coach them, that one reason for resistance or lack of progress could be that they are ambivalent about their present career trajectory.

Accept Emotions

Lawyers often think that work should be separate from emotions, and that we should be objective and professional at all times. Yet, in reality, people get frustrated and scream at colleagues, burst into tears, wake up in the middle of the night worried about cases, careers, status, and work relationships.  To dismiss the emotional component is like ignoring the wind’s impact on a sailboat. Thus, in order to coach effectively, one must always consider the emotions under surface of any presenting issue.

I spoke at a legal marketing conference recently and asked participants to brainstorm about how to coach lawyers who are having trouble with follow-up. One group said they would delegate the organizational aspect to the lawyer’s assistant. When I asked what they would do if the lawyer still didn’t take the follow-up actions, one person responded, “This is why I think all firms should have an in-house psychologist.” While many, no-doubt, would echo her frustration, there are more practical alternatives. If a lawyer is behaving in a way that seems irrational, it generally is not because he or she is crazy or stupid. Rather, that lawyer is just like every other human being on the planet in that fear, anger or upset may occasionally divert him or her from making the best choices.

Consequently, when people are acting irrationally, it is very likely that fear or other emotions under the surface may be getting in the way.  While some individuals may need serious psychological interventions, for most lawyers, simply having a chance to talk about and acknowledge fear or upset makes a huge difference in their ability to move past it. If you are serious about coaching, it is important to accept individuals’ emotions just as they are. Telling someone that his or her feelings are irrational or illogical will be counterproductive. Emotions are not rational. But, on the plus side, they are also temporary. If given attention in a meaningful and appropriate way, people can move from fear to purposeful action much faster than you might think possible.

Trying to coach your associates and partners may seem daunting or frustrating, at times.  Yet, the effort is well worth it. When your best associate stops eyeing the door and reengages with the firm; two key partners resolve a conflict that has been creating tension in the firm for months; or that one attorney finally gets proactive about developing clients it will become clear just how useful and effective this approach can be.

Article By Anna H. Rappaport of Excelleration, LLC

© 2008-2016 Anna Rappaport. All Rights Reserved

Ten Rainmaking Tips for Finders, Minders and Grinders

This past week, I was speaking at an IP firm here in Chicago. The Managing Partner and I met ahead of time and discussed the group dynamics. He said, “Steve there are three types of attorneys that you’ll be presenting to today; the finders, the minders and the grinders. The finders are out there looking for business. The minders are thinking about looking for new business. And the grinders are too busy and disinterested to even think about developing new business.”

While I had heard these terms and definitions before, it struck me funny because I have worked well with all three of these groups to successful outcomes. Whether you are indeed a finder, minder or a grinder, remember that all you need to be successful in developing new business is the right motivation and education. If you are interested in learning how to improve your business development skills and see value in doing so, there’s hope for you yet.

Regardless of what group you fit into, here are TEN solid tips to motivate and educate the finders, minders and grinders.

  1. You must become a great lawyer, before becoming a great rainmaker. Without understanding the law and how it applies to the real world, it is nearly impossible to speak intelligently about your services. I have worked with hundreds of attorneys and they all agree that selling legal services requires knowledge and experience of the law.

  2. Developing your skills as a networker right out of law school can dramatically help you in advancing your career 2-3 years ahead of your peers. Building new relationships and leveraging existing contacts can unearth all types of opportunities. Make sure you have a solid elevator speech or a few sentences that describe what you do and how you help people. Also, be ready and willing to find ways to help the people you are meeting with. Networking is all about reciprocation, so try to think strategically about whom you are helping and how that help might be reciprocated over time.

  3. While social media is all-the-buzz, the only one you need to really think about is LinkedIn. The reason I say this is because LinkedIn has become the Google for business professionals. Instead of going to google to find an attorney, people just use LinkedIn. So be sure to have a complete profile with a picture. Also, it’s incredibly easy to find good connections through LinkedIn if you know how to use it. If you are looking for introductions from your clients, connect with them on LinkedIn and search through their contacts to see who they know. It’s just that easy!

  4. One of the biggest mistakes attorneys make in trying to grow a practice is not having a plan for growth and success. This plan doesn’t have to be a fifty page MBA level plan, just a 2-3 page plan that outlines how you will focus your time on a daily, weekly and monthly basis. The key is to write a one sentence objective, followed by strategies and tactics. A strategy could be; develop quality introductions from my existing clients. The tactics would then describe how, when and what you are going to do in order to accomplish those strategies.

  5. Talking about your goals with your peers is another way to push yourself into achieving them. If you commit to losing ten pounds and never tell anyone, it’s easy to back out of it. On the other hand, you’re more likely to stick to the goal if you tell everyone because of the possible embarrassment of not following through. It also can be helpful to partner up with someone for accountability. Find a partner at your firm or a lawyer at another firm and share your goals. Speak or meet monthly to discuss progress and encourage one another. This works for losing weight and also works for building books of business. A little friendly competition never hurts as well.

  6. Hiring a coach or finding a mentor can change your life! Why do all the top athletes have professional coaches? Aren’t they already at the top of their game? The reality is that we can all learn from people more experienced than ourselves. I have personally hired 4 coaches over the past ten years and it has been the best investment I have ever made. Do your research and find a coach or mentor that is highly regarded and recommended.  Meet with the coach and discuss your issues and goals.  If it feels right, pull the trigger and give it your all.  Waiting for things to change on their own rarely improves one’s book of business.

  7. Finding a niche’ is another way to grow your book of business. Every lawyer knows who the top specialists are in different categories. How about the best generalists? Not so much. Find an area of law that you excel in and enjoy and start working more aggressively in that area.  Read the paper and try to find the legal issues that are trending.  If you are in health care law, look into medical marijuana laws right away.  You might have an edge in getting an article published or speaking on the subject.

  8. Stop those awful “pitch meetings” that you keep having. No one wants to be sold to and no one likes a fast talking blowhard. My mantra has always been “Prescription before diagnosis is malpractice.” This means that we should focus on learning about the prospect’s needs and wants before saying too much. Ask open ended questions and really try to listen. You’ll be amazed at how well the meeting goes. Plus, think about how good your presentation will be once you understand more about your prospective client’s needs.

  9. Always target and go after low hanging fruit. You may have clients, strategic partners and friends around you that could be referring business your way. Before investing huge amounts of time attending new networking events, think about your best contacts. Spending an hour calling them to set up coffee or lunch meetings will be a much better return on your investment of time and energy.  Once you’re meeting with your best contacts, be sure to ask for quality introductions. Some of my clients are amazed at how easy this was to accomplish once they actually did it.

  10. In addition to being a good attorney, it has never been more important today to be a resource for your clients. The Godfather had a consigliore, so why not be a counselor for your clients. This means helping your clients achieve their goals beyond simply doing the “work.” To have client loyalty you must go way above and beyond their expectations. I recommend finding them business, being a source of new information and investing time to know them personally.

By thinking about and using these ten tips, you can dramatically improve your practice. Whether you find, mind or grind, everyone needs to do his part in assuring your firm is successful today and well into the future. Try to select one or two of my top ten points to help guide you in your journey. Sometimes even small steps forward can produce a dramatic result for someone who is interested in learning.

Copyright @ 2015 Sales Results, Inc.

Once and Future Legal Profession – 10 things (plus 4) Lawyers Had in 19th Century They Should Get Back

Coming out of the 19th Century, practicing law was an almost unimaginably great way to live.

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  • The work was knowledge work and, by and large, it was challenging.
  • The practice entailed a craft to be mastered – both in terms of knowledge and experience, and also in terms of analytical and persuasive skills. Lawyer skills enhanced life skills. They developed judgment.
  • The work was meaningful. It made a difference in the lives of clients who had personal connections with their lawyers.
  • The profession itself was set apart. Its members had attended the same or similar schools, and had read and studied the same literature and culture. There was a high level of trust among practitioners.

  • Many lawyers practiced by themselves, controlling their own comings and goings, while regularly associating fellow lawyers as needed. Others practiced in small, personal partnerships. Experienced lawyers helped new lawyers learn the practice, regardless of firm memberships.

  • Lawyers’ work contributed in a vital way to the system of justice, and also to a growing system of business and commerce.

  • Lawyers were compensated based on value delivered and the clients’ ability to pay. There was a grounded sense that lawyers had an obligation to render services for the public good without pay in appropriate cases.

  • There were no timesheets. There was no billing software. There were no hourly rates, and no billable-hours quotas.

  • Lawyers commonly earned a good living, often by investing alongside their clients in new ventures and being involved in the operations of those and other businesses; or, more simply, by farming while they also practiced law.

  • Commonly, lawyers played leading roles in the civic and cultural affairs of their communities, both as a matter of interest and perceived duty, and also because it promoted their law practices.

  • The technologies used in legal work imposed a slower pace on professional life.

  • Lawyers’ public and private roles were not separated. Few perceived a need to balance different aspects of their lives.

  • There was little need for lawyers to get up early in the morning.

  • For the most part, lawyers were not called upon to lift or carry heavy things.

Why would anybody screw that up?

Current developments in the legal profession and in the broader workplace offer the hope that a 21st Century version of what was lost can be recaptured.

Legal services technologies and artificial intelligence, alternative legal services providers, networking capabilities, and communications technologies – these are tools that relieve practitioners of the need to perform high-volume, routine tasks. They enable new forms of collaboration. They can support newly envisioned, smaller, more cohesive, and more creative professional associations.

This will require differently trained lawyers, and new kinds of legal services providers. For lawyers and the schools who prepare them, it will require rethinking legal education, and a new understanding of organizational development, talent management and professional development.

Those things will come, albeit not rapidly. Some heavy lifting may be required.

Copyright © 2015, Brooks, Pierce, McLendon, Humphrey & Leonard LLP

Key Elements of Lawyers’ Professional and Personal Satisfaction Identified

George Washington Law Review has published “the first theory-guided empirical research seeking to identify the correlates and contributors to the well-being and life satisfaction of lawyers.” A New York Times blog boiled it down: “Lawyers With Lowest Pay Report More Happiness.”

In short, a lot of lawyers were surveyed in a scientific way. The ones with the prestigious jobs and the high incomes reported lower senses of well-being and satisfaction than less “successful” peers in public service roles. Outrageously, making law review was reported to have ZERO correlation with happiness in later life.

Three elements in professional life were most closely identified with life-satisfaction. They are a sense of competence, a sense of autonomy and a sense of connectedness to others. The study says that for many lawyers (most, I suppose), careers in larger law firms do not deliver these.

Competence, autonomy and connectedness, are the pillars of Self-Determination Theory, a field of study among psychologists for more than 40 years. This new study is the first to test lawyers as a group. Turns out, lawyers test the same as everybody else. They are happiest in settings where they experience competence, autonomy and connectedness. (Disappointingly, we are no different from “non-lawyers.”)

The three factors themselves are worth attention. Notice how they line up with (i) the core principles of legal ethics, (ii) commonly encountered values of many law firms, (iii) often-identified 21st Century social skills, (iv) the capabilities of 21st Century technology, (v) attributes of Millennials in the workplace, and – mirabile dictu – (vi) observations that might be made about North Carolina lawyers practicing in the 19thCentury.

This causes me to hold up these elements as “design principles” for next-generation law firms. That is, they might be taken as elements to be fostered in the law firms we will need in the aftermath of the Great Unbundling of legal services now under way. They also suggest directions for thinking about lawyer retirements.

Copyright © 2015, Brooks, Pierce, McLendon, Humphrey & Leonard LLP

Want to Build Business? Here’s How to Be a Better Networker

Few would argue that networking always has been and likely always will be an important aspect of building and maintaining a successful law practice. Networking is how lawyers connect with prospective clients and referral sources, build trust and loyalty, and develop the types of individual relationships that can lead to new business.

It’s also time-consuming and, for most of us, not particularly easy or fun.

So, it is not surprising that more and more busy lawyers have embraced social media and digital marketing to expand their network of contacts. While these tools give us a platform for making connections on a large scale, the relationships we develop this way typically are not as deep as those we nurture through in-person contact.

6 Lawyer Networking FAQS

When coaching attorneys on their business development activities, I frequently am asked for pointers for how to make in-person networking less time-consuming and more effective. Answers to a few key questions can put this into perspective.

1. It seems there are events I could attend nearly every day. How do I know which are the best?

Revisit your goals. The best events are those that help you reach your marketing and business development goals. If you are looking to raise your profile in a particular industry, attend events where people involved in the industry will be. If you want to cement your relationship with a key client, ask them which events they would recommend you attend to learn more about their business or their industry. If you are a younger attorney who needs to develop a profile and a network, attend as many different types of events as you can.

Review attendee lists. Some events will make the attendee list available in advance of the meeting. Request a copy, and review it to get an idea of whether there are people attending who would be worth meeting. If the event is predominantly attended by people you already know or those whose positions or employers are not in your business development “sweet spot,” you may want to find another event, unless, of course, you can use the event to hone your networking skills. An event where less is at stake can make you feel more comfortable.

Remember why you’re there. You network to develop relationships, which takes time and goes beyond one brief conversation. The best professional networking groups operate as business information, idea and support exchanges, providing opportunity for you to really get to know someone. Sometimes, this might be more easily accomplished by attending a meet-up of a group of people with the same hobbies than through a bar association meeting.

2. Most of these events last a couple of hours. How do I make sure I am not wasting my time?

Set three attainable goals. Do not let yourself become overwhelmed because there are 500 people attending a convention in one of your targeted industries. Go into the event with a few attainable goals, such as meeting specific individuals, meeting five new people, speaking with the host or chairperson about assisting with a future event, introducing a colleague to one of your contacts, or meeting a high-profile speaker.

Set a realistic time limit. Instead of feeling as though you have to stay for the duration of the event, take some of the pressure off by committing to being engaged for one hour, or some other realistic and comfortable period of time. Not only will this keep you fresh and engaged, you are more likely to attend more events if you set boundaries on the amount of time you commit.

3. I find it difficult to initiate a conversation with a stranger. How do I start?

Arrive early. If you get there early, the room will walk into you, whereas if you walk in late, people will already be mid-conversation when you arrive.

Look for an opportunity to engage someone. If the room is crowded and there seem to be many conversations underway, look for people who are standing alone. One-on-one may be more comfortable and can make for effective networking.

Don’t be afraid to admit that you don’t know anyone there. Approach a group with a smile on your face, and simply ask, “May I join you?” No one ever replies, “No, we don’t want you.”

4. What do I talk about? If I don’t know someone well, it can be a challenge to find something to discuss.

Your primary job is to listen. The worst thing you can do when networking is turn it into a sales pitch. Networking should be about building a quick rapport – it should be informal, brief, interesting and leave people wanting to know more. People bond over commonalities. Sales pitches have the opposite effect.

Build a bank of conversation starters. Catching up on current events and being knowledgeable in a variety of general topics will help you make meaningful contributions to conversations.

Follow the event on social media. Many organizations will set up a Twitter feed with a specific hashtag as a way to share information about the event and engage attendees in discussion before and after.

5. I know I shouldn’t talk to the same few people the entire time. How do I make a graceful exit from a conversation?

It’s OK, indeed, appropriate to move on. Unless the conversation is very promising, plan to spend no more than four to six minutes with any one individual. After that, you should be prepared to move on. You also don’t want to take up too much of the other person’s time. They are there for the same reasons you are. Remember, you feel more uncomfortable about leaving the interaction than the other person. It’s acceptable to say that you have to make a phone call, get a drink, go to the restroom or say hello to someone you haven’t seen.

Make an introduction. Offer to introduce someone you’ve met to someone else you met or know in the room. This allows you to gracefully move on while also helping others expand their network.

Glass half full. Literally. Carry a half glass of beverage and order only half a glass of beverage to more easily facilitate separation.

6. I attended four events this month. Why haven’t I gotten any new work?

Relationships take time. It takes time for people to have confidence in you and form a relationship with you. You cannot expect someone to send you work just because they met you at an event. Instead, focus on investing in others. Find ways to be helpful, provide information, tell them of an opportunity that might interest them or introduce them to others beneficial to their own network. The rest will come.

Follow up, and keep at it. If you have followed your networking plan for the event, you are on your way to developing a relationship. That said, you should not consider the event to be “over” until you have followed up. Send an email to those you met, following up on your conversation or providing information you promised to send. If you would like to develop a stronger relationship with a few particular people you met, consider giving them a call rather than sending an email.

The key to successful networking is to remember that you are building real, deep relationships with your contacts. What good is a network full of people who don’t know you very well? The more you foster trust and rapport with those you meet, the more you can begin forging new avenues of business.

ARTICLE BY Joi Scardo of Jaffe
© Copyright 2008-2015, Jaffe Associates

40 Essential Apps For Trial Lawyers, Part Two

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As we noted in Part One of this post, iPads have become ubiquitous in courtrooms and depositions since lawyers use them for everything from keeping organized to presenting evidence. Since 2011, when BullsEye first surveyed some of the most popular apps for trial, the number of litigation-related apps has grown significantly.

When we recently decided to take another look at the best apps for trial lawyers, our list grew to 40. In Part One of this post, we covered apps for reviewing transcripts, conducting on-the-fly legal research, strategizing about settlement, and accessing dockets. In Part Two, we continue our look at 40 essential apps for trial lawyers.

Trial Presentation Apps

ExhibitView ($89.99). This app lets you organize and annotate exhibits and then present them wirelessly. Presentation tools include call-out features, highlight options, freehand pen tool, a laser pointer tool, and complete control of your output to a TV or projection device. Additional features include screenshot saving, creating alias names, and importing and exporting projects. For more functionality, there is a PC version of ExhibitView ($498, which includes the iPad app) in which you can prepare your exhibits and then transfer them to your iPad.

Keynote ($9.99). Although not designed specifically for trials, Apple’s Keynote is a popular presentation app among lawyers in the courtroom and elsewhere. You can use it to view, edit, and design presentations created in either Keynote ’09 or Microsoft PowerPoint. It allows video mirroring so that you can present on an HDTV while seeing a presenter view on your iPad that shows your slides and notes.

TrialDirector (free). This app enables you to create case folders on your iPad and then add exhibits, including video, through a Dropbox or iTunes account. Once you have added these exhibits, you can use the app to annotate and present them. If you have the TrialDirector 6 desktop application, which sells for an annual license of $695, you can prepare exhibits there and then export them to this app for presentation at trial.

TrialPad ($89.99). TrialPad is generally considered the leader among trial presentation apps. While it is also the priciest of these apps, it is comparable in its capabilities to far more expensive desktop applications. With TrialPad, you can highlight, annotate, redact, and zoom in on documents as you present them. You can also view and compare documents side-by-side, view and edit video, mark up an exhibit with annotations and call-outs and then save the mark-ups for your closing, and project wirelessly.

TrialTouch (free). TrialTouch provides on-the-go access to case materials including photographs, illustrations, 3D animations, medical imagery, video, and documents. It requires an account with the trial-graphics company DK Global.

Jury Selection and Monitoring Apps

iJuror ($29.99). This jury-selection app lets you record information about jurors, assign scores to jurors, assign color codes to jurors for visual reference, view juror demographics, and configure seating charts to match the courtroom. Information can be shared among multiple devices by exporting and importing via Dropbox. Information can also be shared via Bluetooth with someone else who is using iJuror.

iJury ($14.99). This app uses jurors’ responses to voir dire questions to assign them a score as negative or positive for your case. You start by creating a case profile and adding members of the jury pool. As they respond to the jury questionnaire, you tap a button to indicate whether each response is positive or negative to your case. The app records these responses and creates an overall grade.

JuryDuty ($39.99). Similar to other jury-selection apps, JuryDuty lets you add information and notes about each juror, prepare topics and questions for voir dire, create seating charts, and share information among members of your trial team via Bluetooth.

Jury Notepad ($4.99). From the same company that developed iJuror, Jury Notepad is designed specifically for creating, keeping, and organizing notes about jurors. It has a simpler interface that makes it easier to use on iPhones, but it can also be used on an iPad.

JuryPad ($24.99). This app is designed to make it easy for you to record, arrange, evaluate, and use juror information as well as create, edit, and reuse voir dire questions. A unique feature of JuryPad is its ability to take you on a “virtual tour” of jurors’ neighborhoods.

JuryStar ($39.99). Developed by a trial lawyer for use in selecting juries, JuryStar lets you enter and record voir dire questions and juror responses and demographic information. It uses color codes to help you rate jurors and make decisions about which jurors to strike.

Date Calculator Apps

Court Days Pro ($2.99). This is a legal calendaring app for the iPad and iPhone. It gives you the ability to calculate dates and deadlines based on a customizable database of court rules and statutes. Once you set a trigger event, the app displays a list of corresponding dates and deadlines. Dates appear within the app and can also be added to your device’s native calendar app.

DocketLaw (free). This app lets you calculate event dates and deadlines for free based on the Federal Rules of Civil Procedure. For additional monthly fees, you can add subscriptions to rules-based calendars for specific state and federal courts. The cost varies by state and court. By way of example, you can add all New York courts for a monthly fee of $49.95.

Smart Dockets (free). Calculate dates and deadlines directly on your mobile device using court rules. Choose your court rule set, determine the trigger event, and enter the trigger date to calculate deadlines automatically.

Trial Preparation Apps

Courtroom Objections ($2.99). This app is a quick, simple guide to common courtroom objections and responses.

eDepoze (free). This app allows you to present deposition exhibits using an iPad. Users are able to introduce, mark, and share exhibits in real time, and the app allows participants to review and annotate their personal copies. The app is free, but use of the system must be purchased through a network of resellers, most of which are court reporting companies.

iTestimony ($9.99). Use this app to keep track of witness information and notes before and during trial and depositions. Assign avatars to each witness for easier identification. Information about witnesses can be shared with others by email.

TabLit: Trial Notebook ($89.99). This app is designed to enable a lawyer to walk into court with nothing but an iPad. It includes case documents, examination outlines, examination checklists, evidentiary checklists, case contacts, and other features.

E-Discovery Apps

eDiscovery Assistant ($29.99). This app is intended to provide access to key e-discovery information. As purchased, it includes access to the FRCP for e-discovery, pilot projects, key case digests identified by the editors, sample checklists and templates, a resources database, and a glossary of terms. For an additional monthly subscription of $15.99, you can also get access to all state and U.S. district court e-discovery rules, more than 3,000 digests of e-discovery decisions, and more than 50 checklists and templates.

E-Discovery Project Calculator (free). This free app lets you calculate and estimate the size of your e-discovery project. This tool will estimate document and page count based on the size of the job. It will also calculate the time and cost required to complete the project.

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Social Media Ethical Guidelines: What Lawyers Need to Know

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Don’t let your online activities land you on the bar discipline docket.

The New York State Bar Association’s Commercial and Federal Litigation Section has published a set of Social Media Ethics Guidelines that provide useful guidance for all lawyers (not just New Yorkers) on the use of social media.  While the Guidelines set forth a broad outline for dealing with social media, lawyers will still need to think hard about their particular situations.  Below are some of the guidelines that lawyers and law firms should keep in mind.

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On-Line Advice:  What should you do if a Facebook friend posts a legal question?  Answer it?  Have you created an attorney-client relationship?  Do you owe a duty to all of your friend’s Facebook friends who will see that advice and possibly rely on it?  The New York Guidelines suggest that you should keep any reply broad and general.  “A lawyer may provide general answers to legal questions asked on social media.  A lawyer, however, cannot provide specific legal advice on a social media network because a lawyer’s responsive communications may be found to have created an attorney-client relationship and legal advice also may impermissibly disclose information protected by the attorney-client privilege.”  (Guideline 2.A).  Great social media advice, but the Guidelines do not say when a “general answer” becomes “specific advice.”  A good rule of thumb would be – if the request is specific and includes specific information about your friend’s situation – do not answer the question on Facebook.

Advertising: The Guidelines also say that if you use your social media profile primarily for your law business – think LinkedIn – it is subject to the rules governing attorney advertising and solicitation.  (Guideline 1.A).  When using Twitter to market your practice, the Commentary to the Guidelines says that you may “utilize commonly recognized abbreviations for information that is required in attorney advertisements.”  The Guidelines thus suggest that you will need to devote some of your 140 characters to complying with advertising rules, but they don’t say exactly what content would make for a compliant Tweet.

New York’s Rule of Professional Conduct 7.1(f) requires all lawyer advertising to say “attorney advertising.”  Presumably, then, attorneys can say “Att’y Ad” or something similar in their Tweets.  The Massachusetts Rules of Professional Conduct do not require “Attorney advertising” but do require that any advertising “include the name of the lawyer, group of lawyers, or firm responsible for its content.”  Mass. R. Prof. C. 7.2(d).  Thus, Massachusetts lawyers may have a few extra characters in their advertising Tweets than New York lawyers, though they should Tweet under their own names – not a clever screen name.

That said, the Massachusetts rules could still raise compliance issues for lawyers who use social media – particularly concerning Rule 7.3 which governs solicitation of professional employment.  For example, the Office of Bar Counsel has previously advised that “bulletin boards, which display information in cyberspace and allow people to post and respond to messages, … do not involve real-time, live interaction between lawyers and prospective clients” and are thus in-bounds for lawyers to advertise and solicit clients.  On the other hand, “solicitation through … interactive computer-accessed chat rooms is prohibited as in-person solicitation” where the chat rooms “offer conversation that is live, interactive and conducted in real-time or near real-time.”  On this rationale, a lawyer who finds herself in a “real-time” Twitter or Facebook conversation could unwittingly breach Rule 7.3(d) (prohibiting “in person” solicitation).

Among the other useful tips from the New York Guidelines:

  • If someone posts a statement to your social media profile that does not comply with advertising guidelines, you may have an obligation to remove the post. (Guideline 1.C);
  • “A lawyer may view the public portion of a person’s social media profile or public posts even if such person is represented by another lawyer,” including in situations where the person’s account tracks the identities of the viewers. (Guideline 3.A);
  • A lawyer may request permission to view the restricted portion of an unrepresented person’s social media website or profile. However, the lawyer must use her full name and an accurate profile, and she may not create a different or false profile in order to mask her identity.”  (Guideline 3.B);
  • The situation is different if the person is represented.  “A lawyer shall not contact a represented person to seek to review the restricted portion of the person’s social media profile unless an express authorization has been furnished by such person.”  (Guideline 3.C);
  • You can advise a client to “take down” a post, although the client may have an obligation to preserve the information removed. (Guideline 4.A).

The Guidelines are not universal, however, and the drafters caution that there are numerous conflicting opinions and rules around the United States.  For example, a recent New Hampshire ethics opinion has a different take on Guideline 3.B, finding that a lawyer must disclose her involvement in a matter when sending a “friend” request to an unrepresented witness to view restricted portions of the witness’ profile.  “[S]ending a Facebook friend request in-name-only constitutes a misrepresentation by omission, given that the witness might not immediately associate the lawyer’s name with his or her purpose and that, were the witness to make that association, the witness would in all likelihood deny the request.”  N.H. Bar Ass’n Ethics Advisory Comm., Op. 2012-13/05.

As you incorporate social media into your practice, you must research the law, understand the capabilities of the social media platforms you use, and carefully consider your online activities in connection with the Rules of Professional Conduct.  In Massachusetts, if in doubt, you could contact the Office of Bar Counsel’s ethics hotline and ask.  The hotline is available between 2 and 4 p.m. Monday, Wednesday and Fridays at (617) 728-8750. Ultimately, your best defense against stepping into a social media ethics landmine is to stop and think before you click.

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Getting Lawyers Up to Speed: The Basics for Understanding ITIL®

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As more clients use ITIL®—a standard for best practices in providing IT services—IT lawyers who are unfamiliar with the standard should familiarize themselves with its basic principles. This is particularly important as clients are integrating ITIL terminology and best practices (or modified versions thereof) into their service delivery and support best practices as well as the structure and substantive provisions of their IT outsourcing and services contracts.

Most IT professionals are well versed in ITIL and its framework. They will introduce the concepts into statements of work and related documents with the expectation that their lawyers and sourcing professionals understand the basics well enough to identify issues and requirements and negotiate in a meaningful way.

With this in mind, it is time for IT lawyers and sourcing professionals to get up to speed. Below are some of the basics to get started:

  • ITIL—which stands for the “Information Technology Infrastructure Library”—is a set of best practice publications for IT service management that are designed to provide guidance on the provision of quality IT services and the processes and functions used to support them.
  • ITIL was created by the UK government almost 20 years ago and is being adopted widely as the standard for best practice in the provision of IT services. The current version of ITIL is known as the ITIL 2011 edition.
  • The ITIL framework is designed to cover the full lifecycle of IT and is organized around five lifecycle stages:
    1. Service strategy
    2. Service design
    3. Service transition
    4. Service operation
    5. Continual service improvement
  • Each lifecycle stage, in turn, has associated common processes. For example, processes under the “service design” stage include:
    1. Design coordination
    2. Service catalogue management
    3. Service level management
    4. Availability management
    5. Capacity management
    6. IT service continuity management
    7. Information security management systems
    8. Supplier management
  • The ITIL glossary defines each of the lifecycle stages and each of the covered processes.

ITIL® is a registered trademark of AXELOS Limited.

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Facebook for Attorneys: How to Double Your Likes in No Time

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Yesterday’s post detailed how business attorneys can double their connections on LinkedIn, but for consumer attorneys the most likely social media platform for your attention is Facebook.

And just like all social media networks, the lion’s share of the attention goes to those who interact frequently – and genuinely – with followers and fans.

Knowing how valuable and limited your time may be for social media marketing, you need to make efficient use of it to get the maximum benefit.  The infographic below from WhoIsHostingThis.com gives you specific steps you can take to double your Facebook “likes” in just five minutes a day:

Facebook Social Media Likes

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LinkedIn for Lawyers: How to Double Your Connections in No Time [INFOGRAPHIC]

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If you practice business law of any type, then you should know by now that you need to be on LinkedIn.

But just like being on a treadmill without turning on the power won’t budge your waistline, “being on” LinkedIn is not enough to get you any benefit from this fantastic social media platform for business.  You have to be active!

The infographic below from WhoIsHostingThis.com shows you how you can double your LinkedIn connections in just five minutes a day.  Specifically, you need to:

  • Send an invitation to at least one new connection a day
  • Participate in relevant LinkedIn discussion groups at least once a week
  • Ask people you know to endorse you
  • Share your blog content, an article, a video or a presentation
  • Add a link to your LinkedIn profile to your email signature and post on your social media profiles
  • Keep your profile updated

LinkedIn Connections

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