Post by Gustavo Rocha, lawyer and consultant in management, IT and quality for law firms. He’s the author of Gestão.Adv.br (content in Portuguese only):

When we think of a marketing initiative, we should have some basic principles so it won’t be in vain.

Three questions that I rate as essential:

• Who?
• What?
• How?

Or better yet:

• Who are your target audience?
• What can you offer them?
• How can you reach them?

It’s not enough to say that you will do everything for your client. That won´t do. You need to focus on a target audience.

You either dwell on B2B or B2C.

Think of what differentiates you from the rest. It’s not enough to say you’re honest. That is basic. You need to have a product, a palpable edge.It doesn’t have to be the pricing but instead a personalized dealing with clients, or even an important connection that will make you speed things up, i.e. something that will set apart and above the competition.

And this is vital: How to reach your target audience? What actions to take? Practical ones: blog, site, newspapers, interviews, connections, etc.

It all depends on your target, your business and your view of the market.

All your decisions have to go through these three filters, though.

Think about it and rock and roll!

Post by Braz Pereira, muchBeta’s Chief Commercial Officer:

From its genesis LawRD was devised in close proximity to law firms’ reality, so that their performance and ease of use needs are met.

During the stage of sorting procedures and requirements, the law professionals we’ve consulted were unanimous on the growing level of demand from their clients, regarding client support and on updating them on their matters.

More and more, clients want be informed and updated on the development and what’s being done in defense of their interests. To fulfill such legitimate yearning, they usually contact directly the lawyers or firms they’ve contracted. To keep their trust and satisfaction, one has to display professionalism, control over the matters and the ability to answer issues such as dealines, tasks undertaken, fees and payments.

With this reality in mind, we aim to ease the work of those who have the responsability of keeping updated and supporting clients, enabling, from a simple Internet connection, data related to any given matter thus allowing them answering, on the fly, to most questions clients ask.

Once the Matter is clicked on, the matter in question  selected, the following page opens up:

Besides the header showing the client’s contacts and matter ’s generic info, it is possible to consult immediately reports on: money, time, productivity and profitability. These provide for an overview and immediate grip on the matter’s status.

Questions on tasks already executed or billing sheets, can be answered through the Time tab, wherein one can find about: who, when and what!

Any doubts on matter expenses, a click on Expenses gives way to seeing all expenses, sorting the ones pending on approval, the ones already approved and the ones that have been billed:

The Comments tab gives access to comments submitted by the team working on that matter and other documents related to it:

The Events tab presents dates and events with significance to the matter:

The Billing tab adresses billing sheets, with the matter’s history and the billing sheets already issued:

Gathering all data concerning a matter in a single place, gives way to respond, on the fly, to the majority of concerns by clients, thus conveying professionalism, control over the matters, transparency, service quality and aiming the client’s satisfaction.  This approach ranks high on LawRD’s users degree of satisfaction, namely those who deal directly with client support.

Transcription of an original post by Rui Amores, lawyer and partner at RA Law Office, from the Inconfidencias (content in Portuguese only) blog:

“The legal practice is the worst managed and most productivity challenged of all practices, probably. I’m talking about Portuguese legal practice, a small one, with little resources, few employees: solo practitioners, so to speak. It may not sound pleasant that the legal practice is not just of public interest but a livelihood for many who must support their families, pay for their children’s education, pay the bills, i.e. the  sort of needs that all PEOPLE have to face.

At times it seems to be a heresy, a gross fault when a law firm is profitable, well run and squanders neither  time nor money. It should always be available and willing to spend mercifully time away to whom may want to take advantage from us, may they be clients who happen to have forgotten their wallets at home and so not paying for the consultation, or simply the courts and Judges always counting on us to be at their service.

Well, it doesn’t have to be so. It can not be so. A law firm has to know:

• How many clients it has;
• How to contact them swiftly;
• The time spent on each task;
• Expenses and costs per matter;
• The matters there are per client;
• What is the billing at any given moment.

Computers are great and effective when assessing on the above goals, Up until recently we were dependent on software that generally was little user friendly; expensive since there was the need for a license for each user; it had to be installed on our computer or it  had to run on an intranet, which seldom happens in law firms.

On the other hand, law firm management software overlooked the fact that at this day and age, law practice happens not only in the office, as well as in the court houses, state buildings and generally wherever clients have their interests located. Adding to this, there is the fact that laptops are taking the place of the old pen and paper at courts lounges and court rooms.

Not long ago, it came to light in Portugal, a law firm management system that meets all these needs, namely, accessing at anytime and from anywhere an online platform and therein log everything that has been done for a client. LawRD, that is the name of such a platform that provides the answers to the issues afore described. It is quite worthy to give it a try for 30 days, completely free.

I did and I’m enjoying it.

If you want to know more on the system’s features and potential watch this video:”

Post by Susana Gonçalves, lawyer, partner at Advogados Associados and LawRD user since 2009:

“When I first started my practice, I was the youngest in a newly found firm and for that reason I was assigned to be the middle person with the IT service that we worked with, assuming that being the youngest equaled to be the most apt to understand IT’s procedures and language. To put it into context I’m talking
about 1993, the time when Windows OS was starting off in Portuguese offices - and on its way to be the universal tool it is now - and emails were timidly sneaking into our routines.

For this reason I was compelled to become acquainted with computers and programs, solely from the user’s view point. By the time I started my own practice, experience had taught me that I couldn’t do without an effective management program, but the ones available were expensive and very limited, which led me to give up IT completely and go back to the good old timesheet on paper, later turned into Excel when it was time to bill, with all inherent lapses.

However, when I found LawRD and the help I get from its support team at muchBeta, the scene changed and now I have and effective control on all relevant management elements, effortlessly and with no significant time cost, checking on data further than I used to be able to, in the little time I have for my practice management, withstanding the assessment of team work and profitability of the resources allocated.

It stands to reason that in order to get results from LawRD there is a need for discipline when it comes to submitting data, but pretty soon it became as natural as checking my email for new messages.

One of its qualities that I couldn’t let go without mention is the easy access it enables at anytime, anywhere, thus allowing me to log any task, even at night from my home and away from the office’s bustle.

And of course I have to stress the pricing: unbeatable and the most inexpensive.

LawRD makes it easy for me to fill in billing sheets, objectively assess performance and make more time for a much better work.

Thanks muchBeta!”

Legal on Ramp network gives us an excellent example, wherein an associated firm has 14 thousand members writing articles, questions and answers on the upside felt by clients and lawyers and a protected work.

How’s that?

Well, a network that contains countless lawyers and third parties, constitutes a real associative network thus benefiting both lawyers and their clients.

Looking for a lawyer in Manaus but you are in Sao Paulo? If your firm is in a collaborative network, you may have associates there.

The same goes for increasing partnerships, deals, better projects and initiatives.

There are some projects with this focus in Brazil, though American bigger proportions are inspirational.

How do you plan to collaborate with fellow lawyers?

• Do you find that exchanging ideas is the same as giving them away to the competition?
• Splitting fees on a suit is, for you, losing money?
• Do you think it’s a waste, investing time on a social network?

I suggest you think again about this issues.

Nowadays collaboration is more than an idea. It’s a matter of survival. We are living the social network era. The era of exchanging information, of growing together, of strategic alliances:

• We are partners, not competitors.
• We are the sum of ideas, not of monopoly and exclusiveness.
• We are the multiplication of projects and the division of dividends, unlike individualism.

Think and rethink your attitudes.  Your firm ’s future, as well as, all legal practice’s depend on: your vision, reflection and, mostly on the verb action, the action you’ll take.

CRM – Customer Relationship Management. Some professionals in the legal area are acquainted to this notion which is increasingly standard in legal management systems.

In the IT field there is a growing care for technology and clients,for management of clients data in order to answer them back, to expand possibilities to close deals, etc. To speak clearly, a CRM system can be very effective for keeping in check which clients you have already proposed any legal service to, whether a client was one of yours long time ago and no longer is, etc. CRM has many control and management features for its users.

Nowadays there is a plethora of social networks: Plaxo, Orkut, Facebook, Twitter, Ning and many more. With that in mind, the IT people are developing CRM focused on social networks, which means we will be able to able to keep up with what is being written about us on the web, to answer to social networks surveys, i.e. to reinforce our interaction with our clients.

What is the upside of that?

Social networks are characterized by a function to which lawyers aren´t much accustomed to: clients praise,quarrel, discuss and ‘do the laundry’ on social networks. With this, their interaction  with lawyers is wider than it used to be. This leads to some of them being tagged as bad, sloppy and other ‘qualities’, throughout the web. While some are considering law suites for on line slandering, others are looking elsewhere for a new lawyer, after pondering.

Taking in consideration this factor of instant spread, interconnection and web organization, the need for a  CRM integrated with social networks is an important and interesting reality.

Do you use CRM in your practice?
Do you  professionally or personally use social networks?
How do you interact with your clients?
How many of your clients have never contacted again since the conclusion of their actions?
Do you know what legal services have you proposed to any one of your clients?

If you have no answers to these questions and more importantly, if you don´t know how to start answering them, I suggest you begin to interact with your clients by taking on a legal management CRM integrated system.

Picture this: if your dentist contacts you by surprise because its been 6 months since your last cleansing, you’ll feel happy even if you don’t take on the invitation. However if they only contact to charge you for the latest root canal you had, you feel like looking for a different dentist. The same goes for lawyers.

Use over and over again CRM to manage clients, partners and deals. The growth of your practice and income will appreciate it.

Today’s post takes its title from a 1984 movie: 2010 - The year we make contact the sequel of 2001- A space odissey.

Looking back on 2009, I find it a fruitful year regarding the legal and entrepreneurial areas. We had a lot of technological developments, more lawyers are facing their practices as companies, more management, technology and quality are embedding the judicial minds. This was a year of big legal marketing, social networks and strategic alliances.

And what has 2010 in store for us? Dreams, longings, wishes and mostly work.

Yes, I wish you dream a lot, for dreams feed our hope and bring happiness from the smallest thing, from the minimum acomplishment, from what is palpable.

May your wishes come true. Hope for good things and they will come true.

May the yearning fill your life. Hope for happiness, love, friendship, endearment and after dreaming, thinking and whishing, do the main thing: work. May work guide your path in 2010. Not just in the professional acomplishment sense. Work as a verb of construction. Work as a will to change. Work as a new way to see the world.

I think that the movie predicted legal practice and entrepreneurship in 2010.The legalpractice and its marketing, as well as entrepeneurs are totally interconnectd through this word: contacts. This is how networks emerge, be they virtual or face-to-face. This is how people trust each other. This is the way to hire a professional.

Everything is contacts! Not the contact per se, but the display of trust, i.e. forwarding. Learn that forwarding is as important and should be as criterious as establishing contacts is. When you forward a contact, you commit your name, your good name and you give credibility.

Learning to deal with social networks is key for 2010. It is not enough to be connected and have thousands of followers on twitter, facebook or plaxo. Be connected and interact with this audience.

2010 will be the year we will make contact.

With this entry the Quick Guide is updated once the matters feature had a big improvement, as referred in New Features- Summer 2009 Collection.

One of the new features matter type categorization aims at two goals: sorting matters by type and allowing Flat Fee billing.

One acesses to the matter’s  type configuration by clicking Configuration when the Matters tab is selected:

Within the Types of Matters option an array of types is defined to which a matter can be assigned to, when it is added later. Such types have to be sorted before adding a new matter:

Types of Matters can also be used to set the flat fee value which is a new way of defining fees. For instance, if the firm has a standard pricing or has a specific one for a client, these are to be inserted in the Amount field and it should mention wether or not in that amount are included expenses, checking the Expenses Included box.

The second big update deals with billing methods. Now it is possilbe to:

• Bill matters by the hourly rates of each intervening lawyer or by the value specified to that particular matter. Billing by the standard pricing of the firm or by a client’s specific amount, still remains. It is also possible to bill a success-fee which will be settled when a new matter is added, being it adjusted by the time of issuing the billing sheet:
  
• Flat-fee. This option has a pre-defined by the lawyer database with services which relates to a payment plan, as said before:
  
  Configuring payment plans happens in the Configuration menu, when the Matters tab is selected and whithin Payment Plans a calendar for issuing the billing sheets is set:
  
  With this billing method, the matter’s manager is able to check its profitability and keeping up with issuing of billing sheets. In the following example, an installment is overdue and this matter’s networth is negative - the light green column on the chart on the left - the total time spent times the hourly rate of the employee assigned to the matter is superior to the amount already billed:
  
• Contingency fee. A percentage of the recovery amount can now be charged (it can be adjusted when issuing the billing sheet):
  
  Profitability check keeps on being available to the matter’s manager and the contingency is a quick glance away:
  

Finally, there is a new help  Wizard when adding new matters.  These can be added by the following modes: Quick Add and Advanced.

In Quick Add mode the new matter is billed by the hour (be it the standard firm pricing or a specific one for that client) wherein the employee assigned is its manager.

The Advanced mode enables all the possible options for a matter (team assignement and other contacts related to the matter) and is also the way to change or complete the settings of a matter added in Quick Mode:

A handy feature is the name suggestion that can be selected when the client´s name is being inserted in (it works on both modes):

Summer 2009 brings great new features to LawRD:

• New wizard when adding a new matter: now adding a new matter can be done in Quick mode or in Advanced mode. This improvement makes the different steps when adding a new matter, much simpler. For instance, selecting which team will work on that matter is now more intuitive.
  

• Matter types: this feature has a double goal: to categorize matters- a simple typification- and to allow flat-fee matters, payment plans included.
  

• New ways of billing type: adding to hourly rate and retainers, LawRD now enables matters to be billed on a flat fee or contingency fee basis. In matters billed by the hour, it is now possible to set a success fee.
  

• More ways of billing matters by the hour: when billing matters by the hour, the hourly rate can be differenciated accordingly to the employee that acted on it. Distinct hourly rates to different matters from the same client, can now be defined, too.
  

• Billing wizard: due to the broadening of the billing choices, a 3 step wizard is now available when issuing billing sheets.
  

• Time logging delegating option: it is now possible to delegate the logging of time to anyone else with clearence.
  

This development aims to answer the needs of our users, conveying a wider flexibility concerning fees and payment plans.

A much more detailed presentation will be available on this blog under Quick Guide.

If contacts are the starting point for LawRD, matters are the roads where data runs through. It is because a matter is related with a client that lawyers spend working hours and make expenses which later, may or may not be billed to the client.

LawRD has implemented this data register environment, to the purpose of outputing reports that answer to simple questions such as to determine whether a matter is profitable or not. LawRD - Reports on Demand, says it all!

The picture below depicts a screenshot of Matters:

LawRD presents to the user all matters wherein he/she intervenes either as manager (user’s initials show up in a red circle) or a resource (initials shown in a blue rectangle).

All matters are associated with contacts defined as clients. The matter General Internal Matters (depicted in a green rectangle) is the only exception. This particular matter is reserved for the office using LawRD to register time and costs which will not be billed to clients (e.g.  time spent on internal affairs).

The system will present set-by-step tips to add a new Matter:

• Go the Matter tab and click on:
  
• Choose an existing client:
  
• If that client already has matters added, LawRD will display a list for you to check whether the matter you are about to add is in the system or not:
  
  In case it isn´t, just click on ‘It’s not. Create a new one’ and proceed:
  
• Add who will be in charge of this matter (manager):
  
• Set the kick-off date:
  
• Who’s related to this matter. At this stage it is selected who will work on this matter and later register time and expenses. It’s always possible to add new users:
  
• Adding others associated to the matter. All sorts of contacts can be added to the matter. People working at a company that  is a client and who we communicate with, solicitors and other party lawyers, for instance, can be added here:
  
• Create the new matter:
   
  LawRD will display a screen with a header summing up the new matter’s data: