If you were to analyze your firm in depth, how would you see it? Good, excellent, top-notch, the mother of all firms regarding its efficiency, swiftness and success?

It is always important to bear in mind our strongest issues, but the weakest ones are also key for our development and growth in a sustainable manner.

Pay close attention to this: who’s better prepared to jugde your performance than your client? Not just any client, for sure.

Try this self-appraisal exercise:

Pick three of your closest and best clients.

Ask  them three or more questions aiming these goals:

• In a zero to ten scale, how does the client rate your firm?
• Once the client has rated your firm, what is the firm going to do to raise that grade?
• Are you aware of other issues, approaches or debates from other firms?

Let’s consider a client’s answer to these three questions:

The client, for instance, graded your firm with a 7 mark answering the first question, adding that he spends to much time at your reception desk waiting for your people to see him; he can’t ever get a coffe while waiting, his matter is taking too long to come to a closure and to third question he says that another firm has called him on a new approach on a diverse subject while your firm never called, ever.

Those who deal with clients know that this portrays a daily and typical answer. Thinking this through, it might look as if the client is on the verge of dismissing completely your services; the truth is that the client wants to keep on dealing with you, up to pointing out the problems with your firm!

He made his complaints, he’s not satisfied how he is being delt with, your firm does not keep him properly updated, there’s no coffee and nobody refills it. Concluding, there’s a lot to be considered and solved.

And the third question? If there is a new approach, go through it in your firm and then take it to your clients.
If you already thought of that new approach, then you’re not taking it to the clients, though you could. The third question is itself a real opportunity!

Ask today those three questions to your most special clients, then answer this: What has  changed about your self-appraisal?

Adding to the new website and demo account, during this Fall 2009 other new features are now enriching LawRD. Such an upgrade results from our users community feedback, to whom we are thankful. The improvements are as follows:

• Events: from now on, it is possible to relate events to contacts and matters, by logging on LawRD important dates referring to actions and tasks needed to be acomplished. Such events are either public or private, in the latter case, they will be available only to whoever did add them.
  

• Setting fees per lawyer on matters: up until now, LawRD enabled billing matters accordingly to each intervening lawyer fee. Now, it is possible to set for any given matter, other fees different from the ones preset per lawyer.
  

  When setting up a matter´s team, LawRD will display the standard fees preset on each lawyer’s file, in case the fee is other than the preset one, just change it.
  

• Setting up a success fee in a flat fee matter: by the time a new matter is added, this value is a forecast which can be adjusted when the billing sheet is issued.
  

• Adding a new type of matter within the matter adding assistant: when adding a new matter, if it doesn´t match any of the existing types, now, one can create a new type without needing to close the matter assistant.
  

• The timesheet tab in Matter displays costs and fees columns: this makes way for a easier check on a matter profitability. At any time it is possible to have a grasp on the matter billing potential (Fee column) and the assigned lawyer internal costs (Costs column).
  

• Deleting contacts and matters: this new feature allows to delete unintended duplication of matters and contacts that usually occur during the early usage of LawRD.
  This feature is available, by default, to users on the Administrator and Manager profiles ( the latter can delete only the matters he/she manages and no one else’s) , but its settings can be changed by altering profiles:
  

• Billing sheet deduction row: when issuing a billing sheet there’s the possibility of mentioning a deduction to the total amount.
  

• New billing sheet PDF layout: the PDF billing sheet layout has been upgraded to a nicer look.
  

• Relating users to matters via users tab: that will make it simpler to relate lawyers to the firm matters which are logged in LawRD. Whenever a lawyer is related to a matter, Lawrd will email her/him notifying of that.
  

• Timesheet status: timesheets display now the following different status:
  No tasks: timesheet open by the user with no tasks logged in yet;
  Clear: timesheet open by the user wherein tasks have been logged but not yet approved
  To approve: meaning that the timesheet was sent for approval, but it hasn´t been reviewed and approved yet. In this instance there is the need for the user supposed to approve it to do so;
  Closed: timesheet approved.
  

• Searching through comments on matters and contacts:
  

• Self-suggesting tags: when adding tags, LawRD will suggest tags already added by users.
  

Other issues and glitches reported since the Summer 2009 upgrading are now corrected, e.g. retainers, reports and budget fee matters.

2010 will bring new developments, so we invite everyone interested in LawRD to keep posted on this blog. Thus, subscribe to our RSS feed or follow us on Twitter or Facebook.

These three words are part of any law firm consultant’s everyday life.

I find lots of professionals generating data, very few with information and almost none with action.

What is the difference among these terms?

• Data is any piece of information that is stored and collected later on;
• Information is the use of that data in a useful way;
• Action is the reasoning that happens based on that information.

These three elements are key to a steady and relevant growth of any law firm.

A practical example: a law firm logs into a registry or a spreadsheet all new clients within a week period. These are data. If from these data they can conclude how many clients actually closed deals with the firm and how many didn´t come through, then data turns into information. Now, if before this information a firm’s partner decides to invest in marketing, to reform the firm procedures or any other decision, we are facing action, meaning reacting against former procedures, i.e. evolution.

This idea is quite similar to PDCA.

In as much as PDCA, data, information and action lead us to the same goal: to analyse the present status and think of new ideas, changes and better procedures.

The fact that we never had problems or that things have always been done the way they are now, is no reson to stand passive .

There is always room for improvement and to evolve. Just take no less than that.

Standardize data, extract information and come out with actions to update your practice. That is the key to success.