Practical Tips for Assembling and Managing a Successful Remote Legal Staff Team

More and more small law firms are opting to put together a team of remote staff. Studies are showing that companies built around remote workers experience less turnover, because the workers are happier and more productive than those who sit in an office. However, while there are clear advantages, assembling and managing remote team members also comes with its challenges. If you’re looking to build a remote legal staff team, here are some practical tips to keep in mind:

Compare Freelance and Employment

One of the first things you want to do when assembling your legal staff is to decide between hiring freelancers or employees. Freelancers and employees share many similarities, but there are also several differences to consider. Hiring a freelancer can be less expensive, provide a sense of flexibility, and require less paperwork. However, they typically work for several law firms at once, so they may not always be available at a moment’s notice. On the other hand, employees work primarily for your law firm. They are likely to commit to your firm at a higher level, invest more in the firm’s culture, and build stronger relationships with team members. Evaluate what your law firm needs the most so that you can make the best decision.

Regardless of whether you choose to build your law firm around freelancers or employees, you need to understand essential employment laws. For instance, do your research and become well-versed in employment tax, workers’ compensation, the Family Medical Leave Act, the Equal Pay Act, and the Americans with Disabilities Act. Doing so may help you prevent an unnecessary lawsuit or other legal issues.

Stress Communication

Communication is key in any business setting, and it can get tricky when your team members are in different cities or countries. Also, it’s easier to ignore an email than it is to tell your boss that you’re skipping the staff meeting in the next room. Before you hire anyone, stress the importance of communication, make it clear when everyone should be accessible to talk, and schedule regular virtual team meetings and/or phone calls to keep everyone on the same page.

Rely on Technology

Embrace technology to foster better interaction and communication. Look into apps like Slack so staff can enjoy water cooler moments or stay in quick contact, and transcription services to ensure all meeting notes are recorded and readily available. This also establishes a safety net so people can easily refer to notes and conversations 24/7.

Keep it Brief

When you have meetings or phone calls, keep them as brief as possible. Particularly when you’re managing a remote legal staff, taking too long to make your points or present your goals wastes valuable time. Be well prepared and concise with all correpondence—whether it’s through email, in a group meeting, over a phone call, or any other form of communication.

Foster Cohesion

Cohesion is another vital element, and it can be challenging to develop and maintain cohesion when your legal team includes remote staff. Start by introducing team members to one another each time a new staff member comes on board; when relationships develop and team members know how to share a laugh, it can improve productivity exponentially. Also, provide team members with important internal communication tools so they can talk and work together regularly.

Show Team Members That You Trust Them

Finally, nothing can breed discontent in a team more quickly than implying that you mistrust your staff. If you don’t trust that a potential staff member will produce the work you need them to, you shouldn’t hire them. While you may need to give specific instructions on projects and tasks, make it clear that you trust the abilities and intentions of each team member. Don’t micromanage every time you give an assignment.

If you want your remote legal staff to help grow your business, it’s important to come at it with the right approach. Make you sure you understand whether you need freelancers or employees, and become familiar with the various employment laws. Create reasonable communication guidelines, and keep communication times concise and effective. Lastly, take the necessary steps to develop and maintain cohesion within your team, and make it clear that you trust your team members.

Photo Credit: Pexels

Skepsis CEO Devon Thurtle Anderson Named Top Attorney

Devon Thurtle Anderson Named Top Attorney for Eighth Year In A Row

At Skepsis, you may know that we provide superior bookkeeping, virtual assistant, and software consulting services for attorneys. But what you may not know is how we gained our expertise helping law firms. The answer is simple: Skepsis CEO, Devon Thurtle Anderson, is widely recognized as a top attorney. Today, we are pleased to announce that, for the eighth year in a row, Devon has been named a top attorney by Super Lawyers.  After a rigorous nomination and research process, Devon is recognized as one of the top 2.5% of attorneys under 40 in Washington State.

Devon M. Thurtle Anderson
Rated by Super Lawyers


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Super Lawyers selects attorneys using a patented multiphase selection process. The process includes peer nominations and evaluations, along with independent research. Super Lawyers evaluates each candidate on 12 indicators of peer recognition and professional achievement. Selections are made on an annual, state-by-state basis. The objective is to create a credible, comprehensive, and diverse listing of outstanding attorneys that can be used as a resource for attorneys and consumers searching for legal counsel.

Devon’s legal practice focuses on business law. At Skepsis, Devon uses her firm management expertise to help law firms make their practices more effective, efficient, and profitable through strategic use of outsourced bookkeeping and admin help, and cloud-based practice management solutions.  Devon also assists law firms with trust accounting, including audits and compliance.  For more information, or to schedule a meeting, contact Devon today.

How To Automatically Create Custom Documents With Clio Templates

Simple Document Automation with Clio

One great feature about Clio – but often underutilized – is Clio’s simple and easy document automation process.  This article will show you, step-by-step, how to do simple and easy document automation in Clio.  I highly recommend you open up Clio and walk through this tutorial yourself in real-time.  If you don’t already have a Clio account, you can register for a free trial here.

Step 1: Figure Out What Custom Data (“Fields”) You’ll Be Using.

First, you’ll need to understand what data you plan to use in your document.  A piece of data is called a “field,” and you fill in “fields” every time you create a new matter or contact; all that information you enter into Clio becomes a field.  Frequently used fields include client names, client addresses, matter numbers, and the like.  It can also include insurance claim numbers, bail bond amounts, spouse’s names, and more.  To see what fields already exist in your Clio database, go to Settings > Documents.  You can view the complete list of available fields there.

Clio Settings data-srcset= Documents for checking list of template fields” width=”720″ height=”479″>

Clio Template Fields

Now, compare that list to the custom data you’ll need for your document automation.  Use Ctrl + F (Windows) or Command + F (Mac) to search the list for any fields you plan to use.  If they’re all there, you can skip Step 2.  But, if you need any custom fields, make those in Step 2.

Step 2: Set Up Clio Custom Fields.

Custom fields are one of the tools that make Clio’s document automation extremely powerful.  You can automatically drop any data you like into a Clio-generated document.  If the data isn’t already in your fields list (which we checked in Step 1 above) – such as an executor or personal representative – you’ll create a custom field.  For each custom field that you’ll need, do the following.

In Clio, click Settings > Custom Fields:

Clio Settings - Custom Fields

Now, click the green “Add” button in the upper right.

Clio Custom Fields - Add

Enter the name of your custom field, and the type of information that will go there.  For example, if you are adding the field Personal Representative, the “Type” will be “Contact Select,” because you’ll be selecting the Personal Representative from your Clio contacts.

How To Add Clio Custom Fields

There are a few additional options:

  • Default: Use this if you want this field to appear in every new matter you create.
  • Required: Use this if you also want it to be required for every matter.  Note that, if you check this box, you should also check “Default,” or else you may get errors when trying to create matters.

Repeat this step for each custom field you’ll need.

Step 3: Prepare Your Document Template.

Now that we have all the custom data we’ll need, it’s time to prepare our template.  To do this, go back to your list of document fields in Settings > Documents.  Keep that window open.

Now, move into Word (or Excel or PowerPoint for the appropriate document type), and open the document that will be your template.  Type out your letter, cover sheet, contact form, or whatever the particular document is.

Now, click back to Clio.  Find the field you want to insert, and click the little clipboard icon next to it to copy that field to your computer’s clipboard.  Pro tip: Having trouble finding the filed you need in that long list?  In Clio, type Ctrl + F (Windows) or Command + F (Mac) to search the list.

 

Using Clio Custom Fields In Word Templates

Go back to your Word doc. Place your cursor where you want the field data to appear in your letter, and click Ctrl + V (Windows) or Command + V (Mac) to paste the field’s placeholder.

Clio Document Automation With Word - Where To Click

Repeat this process for each piece of custom information in your document.

Clio Custom Automated Document in Word

Now, save your document as a Word document (.doc or .docx – do not save as a template, .dot or .dotx).

Step 4: Upload Your Template To Clio

Once you’ve inserted all your form fields using the process above, upload the doc back to Clio.  To do this, click back over to Clio, and click Documents > Templates.  Then click the green “Add” button.

Upload automated document template from Word to Clio

Choose your file, and select your document category.  Click Save.

Upload automated document template to Clio

You document is ready for future use!

Step 5: Automatically Generate Custom Documents In Clio!

Despite the number of steps above, when you walk through it, you’ll find that the document preparation process is pretty efficient, and goes pretty quickly.  Which is good, because it means it won’t be long until you’re using your custom documents.  To do so:

Click Documents > Clio.  Click the little arrow next to “New,” and click “Document from template.”

How to create a new automated custom document in Clio

Select your template, matter, and output format (PDF, Word, or both).  Click “Create.”

How to create an automated custom Word or PDF in Clio

When the document is ready, Clio will tell you to refresh your browser. You can do that, but it’s usually easier to go straight to the matter for which you just generated the document. To go straight there, type the first few letters/numbers of the matter number into the search box at the top, then click the matter when it appears.

It's easiest to access automated Clio Word and PDF documents from the specific matter

In the matter, click Documents > Clio.  Click the folder that matches the document category you selected above.

How to access custom automated work and pdf documents in Clio

Click the name of the document to download a copy and review or edit.  Or, if it’s ready to go, click “Share” to send the document straight to the client via Clio’s secure portal, or by email.

How do you use document automation in Clio?  Engagement letters, wills, powers of attorney, corporate resolutions, articles of incorporation, operating agreements, contracts, licenses…. Pretty much anything you re-generate based on old documents is a great candidate for document automation in Clio.

Want to give Clio a free spin?  Get your free trial account here.

How To Choose Software & Services For Your Firm

Beating Analysis Paralysis: How To Choose New Software & Services For Your Firm

A lot of my bookkeeping clients come to me for advice about software and services for their firm.  “Can I afford it?” they ask me.  “Is it worth the cost?”  I’m always happy to help my bookkeeping clients figure this out, and happy to share my analysis and advice here, because you can take the same analysis and apply it to your firm, too.  And it’s a pretty simple process:

  1. What’s one hour of your time worth?  For most attorneys, this is your hourly rate.  But, if you’re an overworked partner or solo, be sure to also factor in the value of getting home to your family an hour earlier each night; that may be worth even more than your hourly rate.
  2. What does the proposed software/service/tool cost?  If there are different options for pricing plans, be sure to consider all of your options, and have the pricing plans and different features handy so you can compare.
  3. How much time would the proposed software/service/tool save you?  How much time do you expect to save with this tool?  How much *more* time would you save if you upgraded to the mid-tier, or top-tier, plan?
  4. If time > cost, then invest.  Now, run the numbers.  If the value of your time saved is greater than the cost of the software, that’s a good investment for your firm and your sanity.  If the cost is greater than the time you could save, you should keep looking for other solutions.

With this simple analysis, you’ll be able to make informed decisions about all kinds of firm matters.  Let’s put it into action by walking through an example.

Example: Is Clio Manage Worth It?

Let’s assume your solo law firm is evaluating Clio Manage. You’ve heard it’s a great tool for managing a busy caseload, and you’ve looked into some of the features and contacted Skepsis for a demo.  But, you’re hesitant to add one more monthly expense, and even if you did, how would you know which plan is right for you?  So you ask: Is Clio Manage worth it?

Step 1: What’s One Hour Of Your Time Worth?  Let’s assume you typically bill $350/hour.  Sure, some of that may be contingency fees, so it’s not an exact science, but even on con fees you hope to make at least $350/hour at the end of the case.  So, one hour of your time is worth $350.

Step 2: What Does Clio Manage Cost?  For your solo firm, the Starter plan will be $39/month.  The Boutique plan is $59/month, and the Elite plan is $99/month.  Each one has different features, with the Boutique plan adding integrations to Dropbox, your calendar, and your bookkeeping software, as well as contingency fee billing, trust accounting, and document automation.  The Elite plan adds origination reports, court calendaring, and instant on-demand chat support.

Step 3 & 4: How Much Time Would Clio Manage Save You, And Does That Cost Exceed The Time Savings?  I confess, I like to combine Steps 3 and 4 because it usually makes for an easier analysis. Here’s how to think about it:

In this case, we start by examining the Starter plan at $39/month.  $39 divided by the value of your time – $350/hour – is 0.11 hours.  Convert that to minutes (here’s a handy tool you can use), and you get 7 minutes.  Will the Starter plan save you at least 7 minutes each month?  I haven’t yet met an attorney who can honestly answer that question in the negative.  Unless you’re a true technophobe (which I confess some attorneys are), and the learning curve of almost any software is just too steep for you, then the ease of tracking time and issuing bills alone will save well over 7 minutes.

But maybe we need the Boutique plan?  Well, let’s take a look: Ad $59/month, that plan is an additional $20/month.  $20 divided by $350/hour  = .06 hours, or 4 minutes.  So, do the additional features of the Boutique plan save you an extra 4 minutes each month?  If you do con fees, then there’s no question you’ll reap the benefits of the Boutique plan, because you’ll get built-in contingent fee billing.  If you like storing documents locally on your computer – in Dropbox, OneDrive, Google Drive, or the like, and you don’t want to have to download your documents each time you open them, then re-upload them when you’re done – then again, there’s pretty much no question that you’ll increase profits and free time by upgrading.  Or, if the calendar integration will make schedule management a breeze for you, and save you more than 4 minutes each month, then definitely spring for the Boutique plan.

But what about the Elite plan?  That’s an additional $50/month over the Boutique plan.  $50 divided by $350/hour = .14 hours, or 8 minutes.  Can we save 8 minutes/month with the Boutique plan? In our hypothetical, you’re a solo, so the origination reporting won’t save you 8 minutes each month, so it’s not worth it just for that.  But, if you don’t enjoy learning new software, then that magic little “instant help chat” feature of the Elite plan really is likely to save you 8 minutes each month, so the Elite plan is great for you, and you can always downgrade after the first year, when you’ve learned the software.  Or, maybe you don’t have a foolproof court calendaring system in place, and that auto-calendaring will save you 8 minutes in rules research and calendaring time each month.  All you have to do to break even is free up 8 minutes each month!  Any time beyond those 8 minutes – that’s 24 seconds per work day, by the way – that you’re able to free up is profit in your pocket.  So, this solo chose the Elite plan.

Make Sound Financial Decisions For Your Firm.

This analysis is informative not only for solos, but for all kinds of small and medium firms;  simply adjust the values accordingly.  Maybe the decision is whether to hire a bookkeeper, and doing so would free up your assistant’s time; what’s that worth?  Or maybe the decision is whether to hire another attorney, which would allow you to make it home by dinnertime each night.  Whatever the decision, remember: your firm is a business.  Approach your firm business decisions from a business perspective.

 

Devon Thurtle Anderson Named Top Attorney By Super Lawyers

We are pleased to announce that Skepsis’ own Law Firm Specialist, Devon Thurtle Anderson, has been named a top Washington attorney by Super Lawyers magazine.  This is the sixth year in a row that Devon has been named as a Rising Star by Super Lawyers magazine, and recognized as one of the top 2.5% of attorneys under 40 in the state.

Super Lawyers selects attorneys using a patented multiphase selection process. The process includes peer nominations and evaluations, along with independent research. Each candidate is evaluated on 12 indicators of peer recognition and professional achievement. Selections are made on an annual, state-by-state basis. The objective is to create a credible, comprehensive, and diverse listing of outstanding attorneys that can be used as a resource for attorneys and consumers searching for legal counsel.

At Skepsis, Devon helps law firms make their practices more effective, efficient, and profitable through strategic use of cloud-based practice management solutions.  Devon also assists law firms with trust accounting, including audits and compliance.  For more information, or to schedule a meeting, contact Devon today.

Reconciling Client Trust Accounts In Clio

Performing an ethics-compliant, three-way trust accounting reconciliation in Clio is easy when done correctly.

Step 1: Ensure Your Individual Clio Trust Balances Match Your Bank Statement

First, make sure you’ve received your bank statement for the month.  Reconciling with Clio works best when you receive a paper or PDF bank statement, rather than a download of transaction listings.  Using the actual bank statement, it is easier to compare balances.

Print a Trust Listing Report.  In Clio, select the tab for Reports, then click Trust Listing.  Settings for the report should be as follows:

  • Uncheck “Show clients with zero balance”
  • Select the button for “All Clients”
  • Select Practice Area: All
  • Select Date Range: Custom: Leave the start date blank, and set the end date as the date of your statement
  • Output Format: CSV
  • Click “Generate Report”

The report will automatically download, and you can typically find it in your downloads folder.  Move it to your trust reconciliation file, and save it there.  Now open it.

If you have more than one trust account, you’ll have to delete all the other trust accounts from this report, so that only the trust balances for the account you’re reconciling remain.  If you don’t have more than one trust account, skip this paragraph.  To do this, sort Column B (the Account column) A > Z.  (Place your cursor in Column B; click the Data tab; and click the screen-shot-2016-11-22-at-10-22-12-ambutton.)  Delete all lines in the spreadsheet that contain any account other than the one currently being reconciled.  Do you agree with me that it would be nice if Clio’s report feature would let us select a certain account so we don’t have to do this deletion step?  Please email them and let them know.

In Cell E1, enter the following formula: =SUM(D:D)  Hit enter.  The number Excel spits out in the cell should equal the Ending Balance on your bank statement.  When it does, the first of your three reconciliations is complete.

Step 2: Ensure Your Bank Account Activity Report Matches Your Bank Statement.

Print a Bank Account Activity Report.  In Clio, select the tab for Reports, then click Bank Account Activity.  Prepare your report with the following settings:

  • Trust Accounts: Select “Specific Account,” and choose the correct account
  • Select Practice Area: All
  • Select Date Range: Last Month (unless your bank statement doesn’t run with the calendar month, in which you’ll select “Custom” and enter the same dates as your bank statement)
  • Check the box for “Include Opening Balance”
  • Do not check the box for “Display Matter to Matter Transfer Transactions”
  • Output Format: PDF

Click “Generate Report” to download it, move it to your reconciliations folder, and open it.  Ensure that the opening balance matches the opening balance on your bank statement.  Ensure the closing balance also matches your statement.  Finally, check to ensure that all transactions showing on your bank statement appear on your report (which they should, if the opening and closing balances match).

Step 3: Ensure Your Bank Account Activity Report Balance Matches Your Trust Ledger Balance

If you’ve performed the two steps above and the ending balances match, then this step is already complete: compare the total balance on your Trust Ledger Report (which was calculated in Cell E1 in Step 1) with the ending balance in your Bank Account Activity Report.  When these two balances match, your three-way reconciliation is complete.

Not currently using Clio?  Try it for free.

Skepsis would love to perform your monthly trust reconciliations for you, whether or not you’re using Clio.  Please email email us at info@skepsistech.com.  Gain more great insights by subscribing to our newsletter below.



Attorney Competence and Technology

Many argue that conducting business in the cloud poses many risks to law firms and attorneys; nothing could be further from the truth.  Chances are, unless you have a large in-house IT department supporting several hundred or more attorneys, the use of reputable cloud services will significantly decrease ethical risks.  The adoption of new technology, and especially cloud services, can significantly decrease an attorney’s risk of breaching its ethical duties.Continue reading

Early Detection of Erroneous Bookkeeping Entries In Trust Account Records: Part 4

The key to appropriately managing a client trust account is having a system in place that will alert the attorney as soon as possible that a transaction may have been entered erroneously.  Several simple, monthly checks will help you discover errors quickly.  In Part 1 of this series, we considered the importance of ensuring that the total balance in the trust bank account always matches the total balance in the client trust liability account; Part 2 discussed the importance of maintaining a credit balance in the Trust Bank Account.  In Part 3, we explained why and how involving the client in your system of trust accounting checks and balances is important.  This last installment provides a few additional tips for ensuring you catch problems in your client trust account before they catch you.Continue reading

Early Detection of Erroneous Bookkeeping Entries In Trust Account Records: Part 3

The key to appropriately managing a client trust account is having a system in place that will alert the attorney as soon as possible that a transaction may have been entered erroneously.  Several simple, monthly checks will help you discover errors quickly.  In Part 1 of this series, we considered the importance of ensuring that the total balance in the trust bank account always matches the total balance in the client trust liability account; Part 2 discussed the importance of maintaining a credit balance in the Trust Bank Account.  In Part 3, we explain why and how involving the client in your system of trust accounting checks and balances is important.Continue reading