15 12, 2011

Identify Red Flags That Warn of Bad Clients

2019-03-19T23:19:28+00:00By |Comments Off on Identify Red Flags That Warn of Bad Clients

“Experience is that marvelous thing that enables you to recognize a mistake when you make it again.” ~ Franklin P. Jones

Every experienced lawyer has had at least one client that she wishes she never took on.  Most of us have had quite a few. To stop repeating the same mistakes, make a list of all those undesirable clients. Think back on the initial conversations and meetings you had with them before you signed the engagement agreement. Were there any red flags that you ignored? What do those undesirable clients have in common with each other? Did they quibble over a retainer? Did they fail to bring requested documents to the first meeting? Were they wedded to victimhood? Were they unduly suspicious of you? Did their story seem to have holes in it? Did several of them come from the same referral source? Did you have an uncomfortable feeling about them that you just couldn’t nail down? Did their problem require you to do a lot of work that you don’t enjoy?

Write down whatever you noticed in your review, and keep the list handy. From now on, before you sign up a new client, take a moment to review that “Red Flag List,” and remember how you regretted ignoring it before. Turn mistakes into wisdom, by learning from them.

13 12, 2011

To Do or Not To Do

2019-06-25T16:27:18+00:00By |Comments Off on To Do or Not To Do

The season is upon us! You know — the season of fa-la-la-la-la, holiday decorations, greeting cards, family parties, gift buying, travel plans, winter snow storms, and year-end business.  The list goes on, and on, and on, and on, and on, and on….too much to do and not enough time.  If you make it to January 1, then your knee deep in a different set of tasks headed into tax season.

So what is a smart attorney or paralegal to do?  Organization is key, but who has time – or money — right now to implement complicated practice management software?

SOLUTION:  Pick one of these quick, easy and inexpensive online task management solutions.  Register for a free user name and pick a password.  Then start listing everything congesting your over-crowded mind.  Start with just the basics by listing the task and assigning a deadline.   That’s it!!  You can expand your vision and develop a more-rounded solution when the time crunch has eased.

 

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