{"id":736,"date":"2019-12-13T20:42:27","date_gmt":"2019-12-13T20:42:27","guid":{"rendered":"https:\/\/successful-lawyer.com\/?p=736"},"modified":"2020-04-23T21:13:48","modified_gmt":"2020-04-23T21:13:48","slug":"then-and-now-information-management-for-busy-lawyers","status":"publish","type":"post","link":"https:\/\/successful-lawyer.com\/then-and-now-information-management-for-busy-lawyers\/","title":{"rendered":"Then and Now: Information Management for Busy Lawyers"},"content":{"rendered":"\r\n
Enter the way back machine<\/strong>.<\/p>\r\n\r\n\r\n\r\n My practice looked like this in 1985:<\/p>\r\n\r\n\r\n\r\n After I returned to the office from court, I dictated a letter advising my client of the results, next actions and other necessary follow up. I used a handheld recorder with miniature cassette tapes.<\/p>\r\n\r\n\r\n\r\n Throughout the day (and sometimes the week) I used that same tape to dictate letters, pleadings, memos and other random dictation. When the tape was full, I gave it to my secretary to type. We always prayed the tape didn\u2019t get eaten by the recording machine before it was transcribed. <\/p>\r\n\r\n\r\n\r\n The secretary would type the tape in sequence, starting with the first recording. She used a typewriter with carbon paper (look it up kids). No prioritization was available. For emergencies, we would use a different tape. <\/p>\r\n\r\n\r\n\r\n Eventually, the secretary got to the letter informing the client about the court date. It might be the same day or several days later. After she typed the contents of the tape, she would return all of the typed dictation for me to edit and clean up. <\/p>\r\n\r\n\r\n\r\n Depending upon how busy I was, I would give her back the marked-up documents within a day or two. She would then finalize the letters and gather copies of the court orders to send along with the letter. The final letters would be typed on our letterhead and given to me to sign. Carbon copies were filed in the paper client file.<\/p>\r\n\r\n\r\n\r\n The letter was then mailed (remember snail mail?) and the client was advised of the results of court about seven days after the event. If the client had a question at that point, they would pick up the phone and call.<\/p>\r\n\r\n\r\n\r\n Fast forward...<\/strong><\/p>\r\n\r\n\r\n\r\n 35 years later...after court I grab a conference room at the courthouse and using a scanning app on my phone, scan the court order and attach it to an email advising the client of the results. I do this before I leave the courthouse. They may reply with questions, which I typically answer immediately. <\/p>\r\n\r\n\r\n\r\n Lightspeed is now the standard<\/strong>.<\/p>\r\n\r\n\r\n\r\n Legal consumers no longer accept week-long lags receiving information--even mundane information. If they can order some obscure book and have it delivered by Amazon the next day, they expect instantaneous attention from us as well. And to compete, we must give people what they want.<\/p>\r\n\r\n\r\n\r\n We all know lawyers who pride themselves on client management, \u201cI tell them upfront, I am busy and that they shouldn\u2019t expect any immediate response.\u201d Or those that refuse to use or check email. I suppose there were lawyers that still wanted to use horses when cars were invented and prided themselves on that as well. But ignoring this reality is not sustainable. Eckhart Tolle observed that stress is caused by being \u201chere\u201d but wanting to be \u201cthere.\u201d Pretending that the urgent demands of the marketplace don\u2019 t exist means that a lawyer and his or her practice also won\u2019t exist much longer either.<\/p>\r\n\r\n\r\n\r\n People in crisis (or perceived crisis) expect instantaneous information. They derive comfort in real-time knowledge. Most don\u2019t tolerate waiting an hour much less a week before getting updates about their case. The new norm places burdens on professionals to keep up with the firehose of information sprayed on them.<\/p>\r\n\r\n\r\n\r\n Information Management<\/strong><\/p>\r\n\r\n\r\n\r\n How do we as lawyers systematically keep up? How do we manage all of the continuous information that comes across our desk and screen each day? <\/p>\r\n\r\n\r\n\r\n First, we need to identify what information that must be managed:<\/p>\r\n\r\n\r\n\r\n Ugh!<\/p>\r\n\r\n\r\n\r\n After identifying this information, how do we capture, collate and communicate it? <\/strong>There are no hard and fast rules here, the important thing is that you figure out what works for you. Here are some things to consider:<\/p>\r\n\r\n\r\n\r\n At the end of each day, I spend 30-60 minutes doing a recap: I groom my inbox, filing and responding to emails. I review my bullet journal, post my time in my billing system and diary any dates or deadlines in my outlook calendar. I then update my \u201cNext action and Reminder\u201d list that I keep in Evernote. Any notes regarding cases are memorialized to the client file. I also review my upcoming day and prepare for tomorrow.<\/p>\r\n\r\n\r\n\r\n There is no question that modern times place new strains and demands upon us, but what is our choice? Befriend technology, don\u2019t fight it. Use it to help you capture, collate and communicate information. Use technology wisely and don\u2019t lose your humanity behind the computer screen.<\/p>\r\n\r\n\r\n\r\n One more thing...<\/strong><\/p>\r\n\r\n\r\n\r\n Despite the compression of time and information, the core values of the practice should never change: helping people through difficult times in a compassionate and effective manner.<\/p>\r\n\r\n\r\n\r\n Our practices, while now fueled by jet fuel, are still rooted in legal problem solving. While the tools we use are different, the core of what we do has not changed. While I spend more time talking into my phone rather than a tape recorder, I still spend my days doing the same thing as in 1985: using my skills and brains to help people overcome their legal problems.<\/p>\r\n\r\n\r\n\r\n That is timeless.<\/p>\r\n","protected":false},"excerpt":{"rendered":" Enter the way back machine. My practice looked like this in 1985: After I returned to the office from court, I dictated a letter advising my client of the results, next actions and other necessary follow up. I used a handheld recorder with miniature cassette tapes.<\/p>\n","protected":false},"author":4,"featured_media":745,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[8],"tags":[],"acf":[],"yoast_head":"\n