January/February 2014
Transcription
January/February 2014
The INSIDE: MINISTRATOR’S VA N TA G E JANUARY/FEBRUARY 2014 Mark Bridgeman: Toronto 2014 - An ALA Annual Education Conference Experience Like No Other 12 Rafi Arbel: Attorneys Should Be Seen and Heard 18 Sally Schmidt: Billing is Marketing 20 Heather Suttie: Design to Survey Clients 22 Jon Heiniger: First Impressions Matter 28 Marketing Issue January / February 2014 The Administrator’s Advantage 1 2 The Administrator’s Advantage January / February 2014 The MINISTRATOR’S VA N TA G E Marketing Articles Toronto 2014 - An ALA Annual Education Conference Experience Like No Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 By Mark Bridgeman A Chapter of the Association of Legal Administrators The Administrator’s Advantage January / February 2014 Newsletter Editor: Mary Lynn Wilson, CLM 312-332-8497 [email protected] Newsletter Committee: Patsy Carey 312-630-1211 [email protected] Attorneys Should Be Seen and Heard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 By Rafi Arbel Billing is Marketing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 By Sally Schmidt Design to Survey Clients. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 By Heather Suttie First Impressions Matter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 By Jon Heiniger Features Jane Klenck 312-662-4662 [email protected] From the Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Lisa Van Sant, CLM 312-648-2300 [email protected] Upcoming Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Drema Lee Woldman 312-715-5011 [email protected] Printing: Elk Grove Graphics 847-439-7834 Design: Heiniger Design, Inc. 219-838-0243 [email protected] Cover photos: Front: ShutterStock Back: Paul Klenck, Art Institute ALA Mission Statement: The Association of Legal Administrators’ mission is to promote and enhance the competence and professionalism of all members of the legal management team; improve the quality of management in law firms and other legal service organizations; and represent professional legal management and managers to the legal community and to the community at large. President’s Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Business Partner Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Bi-Monthly Recap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Brown Bag Recap. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Legal Levity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Holiday Board Event Photos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Got CLM?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Member Spotlight . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Welcome New Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 GREATER CHICAGO CHAPTER MISSION STATEMENT The mission of the Greater Chicago Chapter of the Association of Legal Administrators is to serve the diverse and evolving needs of our members and the legal organizations they represent by: • • • • providing high-quality educational programs; promoting peer networking opportunities; fostering professional alliances with business partners; and encouraging our members’ active involvement and service in community efforts. The Administrator’s Advantage is published on a bi-monthly basis by The Greater Chicago Chapter of the Association of Legal Administrators. The newsletter is published as a service to The Greater Chicago Chapter members and others interested in law firm management. Any article or advertisement published here should not be considered to be an endorsement by The Administrator’s Advantage of the opinions expressed in the articles or of the products or services advertised. Contributing writers are asked to disclose affiliations or interests that may influence their writing positions. Anyone interested in contributing an article or otherwise participating in the production of the newsletter is most welcome and should contact the editor. © Copyright 2013 by The Greater Chicago Chapter of ALA International. All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopy, recording, or any information storage and retrieval system, without permission in writing from the Association of Legal Administrators. Requests for permission to reprint any part of The Administrator’s Advantage should be directed to the Newsletter Editor or the Newsletter Committee. January / February 2014 The Administrator’s Advantage 3 Business Partner Sponsors and Advertisers Business Partner Sponsors The Greater Chicago Chapter wishes to thank all of our sponsors for their generous contributions and support: Platinum Sponsor: Next Day Toner Supplies, Inc. Gold Sponsors: DTI nQueue Billback UPS Silver Sponsors: Garvey’s Office Products Novitex Project Leadership Associates Warehouse Direct Business Products & Services Copper Sponsors: Genesis Technologies, Inc. Ricoh Legal Special Counsel Merrill Corporation MG Welbel & Associates, Inc. Miller Bros Engraving, Inc. Nuance Communication, Inc. R4 Services LLC Renaissance Blackstone Chicago Hotel RhinoDox Rippe & Kingston Robert Half Legal Staples Advantage Steelcase, Inc. The Classic Group The Gunlocke Company, LLC The Horton Group Tuttle Printing & Engraving Werner Printing & Engraving Co Website Sponsors: Algonquin Studios Bronze Sponsors: Bronze Sponsors: 1st & Fresh Catering ABA Retirement Funds Access All-State Legal Archive Systems, Inc. Avanti Staffing, Inc. Baker Tilly Virchow Krause, LLP Beacon Hill Staffing Group Business Software Associates Call One Canon Business Process Service, Inc. Coffee Unlimited Compass Group Compex Legal Services Cushman & Wakefield Datasource, Ink Firefly Legal FirmWise First Choice Coffee Services Genesis Electronics Recycling, Inc. GLC Business Services Gregg Communications HiTouch Business Service HUB International Midwest Impact Networking Intelliteach IST Management Services, Inc. Jones Lang LaSalle Keno Kozie Associates Linder Legal Staffing, Inc. Lower Electric LLC Maverick Maven 4 The Administrator’s Advantage January / February 2014 Advertisers Index: Algonquin Studios............................................................................ 5 DTI.................................................................................................. 33 Garvey’s Office Products ............................................................... 14 Genesis Technologies.................................................................... 13 Next Day Toner................................................................................. 2 Novitex............................................................................................. 9 nQueue Billback............................................................................. 31 Project Leadership Associates ...................................................... 25 Ricoh Legal .................................................................................... 21 Special Counsel............................................................................. 15 UPS ............................................................................................... 35 Warehouse Direct Business Products & Services ......................... 25 Paper or Digital: Your Choice One of the many benefits of your Greater Chicago Chapter membership is receiving our bi-monthly newsletter, the ADMINISTRATOR’S ADVANTAGE. We are offering an opportunity to “go green” and “opt out” of the printed copy of the newsletter being mailed to you. Recipients who “opt out” will receive an email notification once the digital version of the newsletter is available for download from the Chapter’s website, along with a link to the newsletter. If you’d like to “go green,” please send an email with “request to opt out” in the subject line to [email protected]. From the Editor As I sit here writing this, the temperature outside is a frigid 12 degrees below zero. That’s right – I said 12 degrees below zero. As cold as it has been, we are used to extremes here in Chicago – sometimes a 40 to 50 degree temperature change in a single day! Like the weather, at our law firms we do not want to let our marketing efforts grow cold. Even if we are receiving new cases and all seems well, we should always continue to think about marketing and what we can do to generate new business as well as continue to service our existing clients. In this issue we have some helpful articles on using video in our marketing, the importance of branding for your firm, the use of client surveys and even how your billing invoice is a marketing tool. Be sure to check out the Legal Levity section where we give you the “hottest” spots in the area for skiing and sledding and a great chili recipe. Have fun testing your knowledge in our GOT CLM? section, too. IT’S 8:30 P.M. Darn it, wasn’t there just one more thing on your to-do list for today? 1. 2. 3. 4. 5. ORDER OFFICE SUPPLIES? UPDATE SOFTWARE? SIGN NEW LEASE? REFRESH WEB SITE? RESEARCH BILLING SOLUTIONS? CHECK CHECK CHECK CHECK CHECK 6. PICK UP JIMMY FROM BASKETBALL OH If administrative multi-tasking is eating up more time than you have in a day we have something that can lighten the load. LegalLink. Proposal Builder. A better plan for Legal Administrators. Give us a call: 716.842.1439 or visit: algonquinstudios.com/legaladmin Hope you all are staying warm during this challenging weather. I know it will make me appreciate spring weather even more! .COM Mary Lynn Wilson, CLM Newsletter Editor Cray Huber Horstman Heil & VanAusdal LLC [email protected] Consulting. Software. Web. Shiny New Watches. January / February 2014 The Administrator’s Advantage Algonqui Studios ALA_George.indd 1 1/13/14 2:30 PM 5 Board Members and Chapter Advisors The Greater Chicago Chapter Board of Directors President Deborah O’Donnell, Pattishall, McAuliffe, Newbury, Hilliard & Geraldson LLP [email protected] Vice President Jim Beavers, Hall Prangle & Schoonveld LLC [email protected] Secretary Deborah A. Kuchta, CLM, Klein, Thorpe & Jenkins, LTD. [email protected] Survey Director Benjamin C. Shames, Valorem Law Group [email protected] CLM Director Jose R. Cheesman, MSLA, CLM, Baker & McKenzie Global Services LLP [email protected] Treasurer John T. Podbielski, Jr., Ungaretti & Harris, LLP [email protected] Community Relations Director Marie Coffee, Drinker, Biddle & Reath LLP [email protected] Membership Director Jane Klenck, Varga Berger Ledsky Hayes & Casey [email protected] Special Events Director Carol A. McCallum, CLM, Arnett Law Group [email protected] Professional Development Director Diane Brummel, SmithAmundsen LLC [email protected] Past President / Historian Cinthia M. LeGrand, CLM, Epstein Becker & Green [email protected] Chapter Advisors Newsletter Director Mary Lynn Wilson, CLM, Cray Huber Horstman Heil & VanAusdal LLC [email protected] Business Partner Relations Director Laura Thompson Sears, Gould & Ratner LLP [email protected] Communications / Website Director Betsy Amaya Kopczynski, Howe & Hutton, Ltd. [email protected] Small Firm Director Randi S. Kohn, Funkhouser Vegosen Liebman & Dunn, Ltd. [email protected] Mid-Size Firm Director Patricia A. Winter, PHR, Foran, Glennon, Palendech, Ponzi & Rudloff [email protected] 6 Large Firm Director Courtney M. Landon, Esq., Quarles & Brady LLP [email protected] The Administrator’s Advantage January / February 2014 Finance Advisor Karin Jackson, Ancel, Glink, Diamond, Bush, DiCianni & Krafthefer, P.C. [email protected] Human Resources Advisor Ony Beverly, Skadden, Arps, Slate, Meagher & Flom, LLP [email protected] Legal Industry / Business Advisor Travis A. Larson, Husch Blackwell LLP [email protected] My Managing Partner just walked into my office and needs: Information on “green” office practices Management Solutions SM Sample g telecommutin policies An attorney withdrawal checklist Where do you begin? Put your ALA membership to work for you! At the Association of Legal Administrators (ALA) we understand that when you need information, you want it quickly and from a reliable source. ALA Management SolutionsSM offers you access to a competent, experienced team of researchers — and it’s FREE to ALA members! Just tell us what you need; we’ll respond quickly with the best information available. Send your questions to [email protected], or call 847.267.1385. January / February 2014 The Administrator’s Advantage 7 President’s Message MARKETING MAKEOVER: ARE YOU READY TO SELECT A NEW SHADE OF SUCCESS? Successful failures. We’ve all had them, and chances are these teachable moments have shaped us into who we are today. It’s hard for many to accept Deborah O’Donnell, Office Administrator failure gracefully, especially Type-A Pattishall, McAuliffe, folks like we Legal Administrators. Newbury, Hilliard & But deep down we all know that after Geraldson LLP every less than desirable outcome, an opportunity for insight and growth emerges. It is this opportunity that turns a less than desirable outcome into a successful failure. Reaping the benefits of a successful failure is a four-step process: (1) admitting that what was attempted was not as successful as hoped or planned; (2) taking an honest inventory of what went wrong; (3) learning from that analysis; and (4) storing the lesson learned in one’s toolbox for future use. Sometimes the lessons reveal themselves immediately. But often it takes the benefit of time and perspective to truly “get it.” And so my story begins. Well before I entered the world of legal management, but still while working full time, I decided to try my luck at running a small business of my own in an industry that I love: skin care and cosmetics. I was recruited into the world of Mary Kay Cosmetics, and I became a Mary Kay Independent Beauty Consultant. What started as an exciting business venture ended two years later in a quiet Closing-My-Doors-And-Practically-Giving-Everything-Away-For-Free sale. I had enthusiasm, inventory, business cards, a personal website and clients. What went wrong? Why was my success so short-lived? Marketing professionals understand intimately the concept of the 4Ps of Marketing: Price, Product, Promotion and Placement. In the years since my business closed, I came to devise my own version of the “Ps” of Marketing: Passion, Purpose, Position, and Perpetual Proactivity. What became apparent to me was that aside from “Passion,” I was woefully deficient in all the other Ps. • Passion: At the time, I don’t think it was possible for me to have been more passionate about the prospect of being a Mary Kay Independent Beauty Consultant. I loved Mary Kay’s products, and I was crazy about sharing my love of cosmetics with others who 8 The Administrator’s Advantage January / February 2014 were interested, but passion alone a successful business does not make. • Purpose: While it didn’t occur to me then, it’s painfully obvious to me now: my business lacked a clear purpose. Was I a consultant because it was fun? Was it because I wanted to inspire people to love skin care and cosmetics as much as I did? Or was it because I had hoped for a successful business that would allow me different options for my future? Even now, I can honestly say that I’m not sure. Here’s where things really started to fall off a cliff for my business. • Position: What was my position within the marketplace? In a city with hundreds of Mary Kay consultants, how did my services differ from what was offered by my peers? What was my value in the marketplace, and why should clients retain me rather than another Mary Kay consultant? These questions became increasingly hard to answer. • Perpetual Proactivity: When I began my Mary Kay business, the flurry of excitement and activity was incredible. I had inventory on-hand; I started establishing a clientele; I had a fully functional, company-provided website; and I had a creative, monthly newsletter of my own design. Things were going great! So what happened? I lost the momentum that made my launch great. I didn’t perpetuate my proactivity. The daily busyness of life became my priority, and my client development efforts shifted to the back burner. New clients became harder to find, in part because I was afraid to sell the service behind the products--me! Sales with existing clients became harder to win because I became timid to ask for the sale. My monthly newsletter morphed into a bi-monthly newsletter; then it changed into a quarterly newsletter; and then one day there was no newsletter at all. My business suffered because I didn’t appreciate the fact that perpetual proactivity was just as important as the products and services I offered. Without perpetual proactivity, business stagnates. In an industry that touts the makeover, I was blind to the fact that it was I who really needed the makeover: a marketing makeover! Though lost on me then, the irony isn’t lost on me today. President’s Message Years after my Closing-My-Doors-And-Practically-Giving-EverythingAway-For-Free sale, I came to sincerely appreciate the lessons learned through my Mary Kay experience. I understood the importance of marketing and how it fits into a business plan as a whole. More importantly, I began to see the parallel between the challenges I faced in my business and the challenges we each face with our firms’ marketing efforts. It seemed to me that the struggles many of our firms face occur with the same Ps: Position and Perpetual Proactivity. At a time when competition for clients and new business is at its greatest, isn’t it imperative that we seek to differentiate our firms from others? If all things are equal, why should a client select our services over that of our competitors? From a client’s perspective, determining the differences between firms can be like splitting hairs. Therefore, isn’t it incumbent upon us as Legal Administrators to challenge our partners and managing attorneys and ensure that every employee knows the answer to the question, “Why us?” What about our firms’ client development efforts? Are our firms placing continual importance on proactively marketing and selling the firm and its legal services? Or, do those in your firm allow the busyness of the dayto-day to get in the way of making client development as important a task as client service? What about marketing efforts like our firms’ websites, blogs and social media? Is new content added continually and existing content updated frequently? Or is the content as dusty as the space behind our office desks? Depending on your answers, it may be time for a makeover. What about us? While it is easy to consider marketing from the point-of-view of the firms we support, what about our marketing efforts as individual professionals? In the same way that it is vitally important to encourage our attorneys to continue to develop themselves professionally and establish credibility in the marketplace, it is important that we do so as well. Are we as perpetually proactive in developing and maintaining our professional brand as we need to be? Do we take advantage of opportunities at work to “sell” our ideas and promote the services we offer to our firms? Or, do we allow the busyness of our daily lives to shift our professional development to the back burner? Is it time for a marketing makeover, whether for your firm or for you? Only you can be the judge. But, if you find that you need a little help along the way, don’t hesitate to call upon your closest 330 friends right here in the Greater Chicago Chapter. Together, we can help you select the shade of success that looks good on you! Innovative Excellence For The Legal Industry Innovative excellence Core Services n n n n n Full Office Services Including Mail and Shipping Document Management and Reprographics Services Hospitality and Conference Room Services Copier and Network Printer Fleet Services Office Supplies and File Room Management Specialized Services n n n n n Novitex Technology Enablers Litigation Support Services eDiscovery Services Records Management Trial Site Management www.novitex.com | 888.245.7267 | [email protected] January / February 2014 The Administrator’s Advantage 9 Business Partner Profile My name is: Sue Keno I work for: Keno Kozie Associates The company’s product or service is: IT solutions: network design and integration, desktop engineering, advanced application integration, 24/7/365 help desk support, training, managed services, IT Security and litigation support. The company has: For the last 25 years successfully designed, implemented and supported a wide variety of IT solutions for law firms and corporate legal departments around the globe. My title is: Vice President. Before becoming a business partner to the legal market, I was: An accounting manager for a large Real Estate Development and Property Management organization. I entered the legal market because: I made a career change due to a continued interest in technology and customer service. The legal market presents many opportunities and challenges for architecting solutions to fit unique needs. Working in the legal market allows me to continually develop or redevelop solutions based upon needs and it is very rewarding to be a part of a team that really cares about the technologies implemented. 10 To be successful in the legal market, one has to: Be knowledgeable, motivated and honest. The thing I like best about being a business partner to the legal market is: The long term partnerships and the team work involved. The best advice I have received is:That we as people are granted with the serenity to accept the things we cannot change, the courage to change the things we can and the wisdom to know the difference. The best advice I would give to someone just entering the legal market is: When providing a service always ask yourself, is it necessary, is it true and will it be a benefit to those who are looking for the solutions you provide. I try to motivate myself and/or my staff by: Creating a positive work environment, constantly learning new things and always educating my team along the way. Three things I do well are: Have passion for working as a team for greater benefit, have the confidence to act to achieve a goal, listen to provide better support and advice. While I love my current job, my dream job would be: an Olympic Equestrian. The last good book I read was: Light Between Oceans. I have a degree in: Business Administration The last good movie I saw was: Frozen I support ALA because: ALA provides members with a great forum for honest communication amongst the legal administrators and business partners in our community. I am also a strong supporter of ALA’s educational programs and networking opportunities. The last vacation I took was: To Croatia The Administrator’s Advantage January / February 2014 In my free time, I: Have fun with my daughter and ride my horse. Thank You Sponsors! The Greater Chicago Chapter wishes to recognize and thank the following Business Partners for their support of ALA National and ALA Region 3 scholarships awarded to members of our Chapter in the 2013-14 fiscal year. We are grateful for their commitment to the A Chapter of the Association of Legal Administrators Chapter’s continuing education efforts! 2013-14 PLATINUM SPONSOR ALA GREATER CHICAGO Next Day Toner Supplies, Inc. 2013-14 G O L D SPONSOR ALA GREATER CHICAGO DTI, nQueue Billback, UPS 2013-14 SILVER SPONSOR ALA GREATER CHICAGO Garvey’s Office Products, Novitex Enterprise Solutions, Project Leadership Associates, Warehouse Direct Business Products & Services 2013-14 COPPER SPONSOR ALA GREATER CHICAGO Genesis Technologies, Ricoh, Special Counsel With Deepest Sympathy…….. Our condolences to lifetime member Marie Kraemer on the passing of her husband. They were married for over 50 years, raised three sons and have numerous grandchildren. Our thoughts are with Marie and her family. We forgot to mention . . . In our last issue (Nov. Dec. 2013) , we forgot to give proper credit in the President’s Message for the illustration we used. This illustration’s source credit is: Wikimedia Commons; Star Trek Style 3D chess board; Author: Otavio1981 January / February 2014 The Administrator’s Advantage 11 Toronto 2014 Toronto 2014 - An ALA Annual Education Conference Experience Like No Other... By Mark A. Bridgeman, CLM Special Monday Programming Includes: Please take a sneak peek at some of what we have in store for you in Toronto in 2014 and be sure you join us to explore the Education and Networking Mosaic at the ALA Annual Conference & Exposition in Toronto, Canada, from May 19 – 22, 2014. Host Hotel – While our stunning host hotel will be the Fairmont Royal York, we have identified three other hotels within walking distance of the Metro Toronto Convention Center. The other ALA hotels are the InterContinental Toronto Centre, the Renaissance Toronto Downtown Hotel, and the Westin Harbour Castle. Toronto is an international tourist destination due to its wonderful attractions and beautiful sites, and it is just a short car trip from the gorgeous Niagara Falls. The top 10 sites in Toronto include: The Eaton Center, The CN Tower, Casa Loma, Royal Ontario Museum, Center Island, the Distillery District, Yorkville, the Hockey Hall of Fame, Art Gallery of Ontario and China Town. Educational – The conference will be fresh, new and invigorating. We have designed over 90 educational sessions that will have something for each and every ALA membership demographic, including government, corporate, independent, international, large firm and functional specialists. In addition, we have created NEW educational programs which will run Monday through Thursday, with sessions in both French and English. 1. The Social Media Hive Kickoff. 2. Cushman & Wakefield Session: National Legal Sector Benchmark Survey Results. 3. Comprehensive Perspective of Today’s Legal Marketplace (Business, Financial & Operational). 4. Business Matters Sessions. 5. Partnering with the Legal Marketing Association (LMA) for two new pre-conference marketing certificate programs. There will be an additional cost for these dynamic full-day and half-day programs. 6. Managing Partner Suite – Educational programs designed for senior management, as well as our managing partners. 7. Senior Administrator Guided Education (SAGE) Suite – Education designed for the senior administrator teams. 8. Educational programming complete with HRCI (including strategic credit) and CLM education and recertification credits. NEW this year, we will also provide Continuing Education Credits – CHRP (for HR), CGA (for accounting) and work with the Law Society of Upper Canada for specialized education credit (for lawyers) for our Canadian members. 9. First EVER Social Media HIVE Sessions – Learn how to use social media and how it can benefit both you and your firm. 10. Educational programming designed with the “Future Law Firm” in mind, including HR, technology and business management. 11.Hot Topic sessions for the legal professional that will be designed with the most current and relevant information, right up to the moment the conference starts. Keynote Address: On Tuesday morning, you won’t want to miss the phenomenal opening keynote address, Endeavour to Succeed, presented by former U.S. Rep. Gabrielle “Gabby” Giffords and her husband, Captain Mark Kelly, a retired combat pilot and astronaut. Their message will undoubtedly inspire all of us to lead our firms and businesses to success, as well as have a powerful and personal impact on how believing in ourselves can take us to new heights in our lives and professions. The 2014 ALA Annual Conference will WOW you with first-ever events, business partner collaboration at new levels and a honed-in focus on member attendee needs. What you can expect to see: Networking – There will be both familiar and NEW networking opportunities, such as the captivating Welcome Reception, where you will be able to reconnect with your colleagues, meet new friends 12 The Administrator’s Advantage January / February 2014 Toronto 2014 and dance the night away. The Leadership/Newcomer’s Connection (formerly the Newcomers’ Reception) will have a new and dynamic look and will be included in the conference program. In addition, we hope you will join the fun at the brand new IDEA Awards, which replaces the Chapter Awards. This promises to be an enjoyable evening with your chapter, regional, national and international colleagues as we celebrate exciting innovation and a new beginning in ALA’s networking history. Finally, and again this year, our Grand Finale event will start with dinner, followed by a SPECTACULAR classic rock concert by REO Speedwagon and ending with dessert and dancing at the Fairmont Royal York. All of this is being provided to our ALA members by our very generous VIP business partners, led by Alan Wilson of GLJ Benefit Consultants, at no extra cost to full registrants. The Legal Marketplace is the NEW name for the former Exhibit Hall and will be at the massive Metro Toronto Convention Centre. It will have NEW stations, including the HIVE, where you can learn how to master the use of social media (Twitter, Facebook and LinkedIn), as well as how social media can benefit you and your firms/businesses. We will also have the Learning Theater, called “The Hub,” where you can learn about new products, attend educational sessions and, of course, be able to “Ask the Experts” about the latest and greatest in legal and business products. Finally, there will be the “Recharge” Station. Some of you will remember the days when we had the Cyber Café? This is the same concept with an updated name. You will be able to come here to connect with your offices back home, recharge your devices, and yourselves, before launching into more of the dynamic education. Please be sure to visit our conference website at www.alanet.org/ conf/2014/index.html#. Save it in your Browser favorites or better still, make it your homepage so it is easy to follow the blog, stay connected and learn about the NEW programs and educational sessions to be found at the Annual Conference, as well as the latest products, offerings, education and Business Matters! Sessions from our wonderful business partners coming to you in Toronto! Mark Bridgeman, CLM, is the Federal Records Officer for the U.S. Attorney’s Office, Northern District, Chicago, Illinois. He was a member of the 2011 Annual Conference Committee and spent three years on ALA’s Committee on Diversity. In 2010 he received ALA’s Volunteer of the Year Award. Mark currently serves as the Region 3 Education Officer, was a member of the 2013 Annual Conference Committee and is serving as the 2014 Annual Conference Chair. Proud to be a new Copper Sponsor for the Greater Chicago Chapter of the ALA! Genesis has helped Chicago law firms increase productivity, streamline processes and reduce document management costs for over twenty years. Our people care about the job that they do and they care about you. Call us to learn more! P Independently Owned for 22 Years P Best in Class Manufacturers P Best in Class Service 2942 MacArthur Blvd., Northbrook, IL 60062 • 800-436-1994 • www.gentechol.com January / February 2014 The Administrator’s Advantage 13 19 20 21 22 23 24 26 27 28 29 30 31 25 Upcoming Events MARCH F S S M T W 16 17 18 19 20 21 23 24 25 26 27 28 APRIL T F 1 S S M 1 T W 22 16 17 23 24 30 31 S S M MAY T F S 1 2 3 4 5 S M T W T F 1 2 3 1 2 7 8 2 3 4 5 6 7 8 6 7 8 9 10 11 12 4 5 6 7 8 9 10 8 9 14 15 9 10 11 12 13 14 15 13 14 15 16 17 18 19 11 12 13 14 15 16 17 15 16 21 22 16 17 18 19 20 21 22 20 21 22 23 24 25 26 18 19 20 21 22 23 24 22 23 23 24 25 26 27 28 29 27 28 29 30 25 26 27 28 29 30 31 29 30 30 31 F S S M 28 JULY Mar. 12 – 12:00 PM – 1:00 PM Small Firm Meeting Levin Schrader & Carey, Ltd. nS 120 North M LaSalle T Street W T JUNE F S 2 3 9 10 16 17 23 24 30 31 F Mar. 1 13 – 5:00 2 PM3 – 8:304PM 5 Casino Night 2014 n Location: 8 9 Hotel 10Allegro 11 12 15 16 17 18 19 Mar. 19 – 12:00 PM – 1:15 PM Webinar on Demand: 22 23 24 RFP 25 Drafting 26 Morgan Lewis & Bockius S 6 7 13 14 20 21 27 28 77 W. 30 Wacker Dr., Suite 500 n29 SEPTEMBER S 1 2 8 9 15 n Location: 300 N. LaSalle St., Suite 4000 S M T W T F Apr. 9 – 12:00 PM1– 1:00 2 PM Small Firm Meeting 6 7TBD 8 9 n Location: AUGUST F S 3 4 5 10 11 12 1316 – 14 15– 9:15 16PM 17 18 Apr. 8:00 AM Webinar on Demand: Personal Writing Skills 20 21 22 23 24 25 Golan & Christie n 27 70 W. Madison St., Suite 28 29 30 1500 31 19 26 Apr. 30 – 12:00 PM – 1:00 PM Large Firm Secretarial Managers/Supervisors Roundtable Morgan Lewis n 77 W. Wacker Dr. Mar. 27 – 12:00 PM – 1:00 PM Large Firm Principal Office/Administrator Roundtable Quarles & Brady F Apr. 3 – 12:00 PM – 1:00 PM Brown Bag Meeting: Library 101 n Location: S M TBDT W T OCTOBER S S M 1 2 3 4 5 6 7 8 9 10 11 12 13 5 6 16 14 15 16 17 18 19 20 12 22 23 21 22 23 24 25 26 27 29 30 28 29 30 T W T May 14 – 12:00 PM – 1:00 PM Small Firm Meeting Salvi SSchostok M & Pritchard T W T n 22 West Washington St. May319-22 4 – ALL DAY 5 6 7 ALA ANNUAL CONFERENCE TORONTO, 10 11 CANADA 12 13 14 17 S 1 M T W T F 2 3 4 5 6 7 8 7 8 9 10 11 12 13 14 15 14 15 16 17 18 19 20 21 22 21 22 23 24 25 26 27 28 29 28 29 30 31 14 21 8 9 7 8 15 16 14 15 22 23 21 22 30 28 29 S M For a listing of all upcoming NOVEMBER Webinars, visit: www.alachicago.org F S S M T W T F S 2 3 4 7 8 9 10 11 2 3 4 5 6 7 8 7 8 13 14 15 16 17 18 9 10 11 12 13 14 15 14 15 20 21 22 23 24 25 25 16 17 18 19 20 21 22 21 22 26 27 28 29 30 31 23 24 25 26 27 28 29 28 29 S 1 20 1 1 DECEMBER S 19 2 May 28 – 12:00 PM – 1:00 PM Large Principal 24Firm25 26 Office/Administrators 27 28 29 Roundtable Barack 31 Ferrazzano LLP n 200 West Madison St., Suite 3900 1 30 F 18 1 The Administrator’s Advantage January / February 2014 1 how are we going to be ready in time? everyone is so busy. ThaT’s whaT we do, every day.® Let Special Counsel, the leading provider of legal staffing services nationwide, ease the stress that staffing issues can cause. Whether you need attorneys, paralegals, or other resources, we provide the most qualified professionals — from general workload management and litigation support to project management for e-discovery and document review projects. Combined with our specialized services of medical document review, deposition digesting, and court reporting, Special Counsel is the single place for all of your legal staffing needs — whether on a contract or direct hire basis. Restore the focus to your core business. Call us today. 312.814.0240 800.737.3436 specialcounsel.com ©2012 Special Counsel, Inc. All rights reserved. January / February 2014 The Administrator’s Advantage 15 Bi-Monthly Recap Top 10 Time Taming Tips By: Sue Becker Speaker Sue Becker Time – that elusive entity that keeps ticking away no matter how much we may want to slow it down. Try as we might, we can’t control time, but the good news is that we can control ourselves and our behaviors regarding time. As we enjoy more sunshine during our (l-o-n-g) march towards spring, consider what changes you can make to your behavior, both at home and at work, to make the most of each day. Here are some of my favorite tips: 1. Plan each day. Invest 15 to 30 minutes each day planning and preparing for the next day so nothing falls through the cracks. Planning will help prevent you from rushing to do things at the last minute – you may even save yourself from forgetting an important appointment or task. Planning is typically best done towards the end of the day when you can wrap up your work from the current day and make plans to carry over anything you didn’t finish. So how do you plan? Review meeting notes and schedule action items you’re responsible for; look ahead to see what meetings, appointments, projects, etc. you need to start working on tomorrow; review your master to-do list (see next tip) and see what you need to get started on. Plan your next day the day before so you can start the day with purpose and focus. 2. Keep a master to-do list. When something to do comes your way you have several options: do it now so you don’t forget, even if there’s something more important you should be doing; tell yourself you’ll remember to do it later and run the risk of forgetting; scribble a reminder on a sticky note or scrap of paper that ends up getting lost or buried; or record the to-do on a master list that contains all of the things you need to do but just aren’t sure when you’ll get to them. You can keep your master to-do list on a piece of paper, in a notebook, on your phone, on your computer, or anywhere you can conveniently 16 The Administrator’s Advantage January / February 2014 add things as you think of them. Be sure to include not only what you need to do, but the target date by when you want to have it completed, and how long you estimate the task will take. Review this list during your daily planning time and schedule tasks on your calendar as time permits. 3. Identify small steps. Break projects and large, time-consuming activities into smaller tasks. Rather than trying to tackle these large and overwhelming endeavors all at once, identifying the individual steps will create a clear vision for how to accomplish them. Instead of feeling like you need a large chunk of time to accomplish a large project, breaking it into steps will make it manageable and allow it to fit more realistically into the blocks of time you have available each day. Breaking projects into individual steps is like planning a long road trip – determining the route ahead of time allows you to know exactly how to get to your destination. You may run into obstacles that slow you down, but your well thought-out plan lets you know you’re headed in the right direction. 4. Create a realistic daily to-do list. If you end each day with a frustratingly long list of things you didn’t have time to do, you may need to adjust your expectations. Consider paring down your list to no more than three items and see if committing to, and focusing on, just those few items improves your productivity. Be sure to also take some time to discover why you’re not accomplishing as much as you would like. Maybe your time estimates are unreasonable, maybe you’re poor at prioritizing, or maybe interruptions and demands from other people keep derailing you. Once you know the cause of your diminished productivity, create a plan to overcome whatever is holding you back. 5. Prioritize your tasks. At the start of your day ask yourself, “If I can only get one thing done today, what must it be?” and then get rolling. As time permits, work on that most important thing and keep coming back to it during the day. Keep yourself on track by periodically asking yourself, “What’s the most important thing I should be doing right now?” Even on days when you’re less productive than you’d like to be, you can feel good about the fact that you at least made progress on the most important thing. Bi-Monthly Recap 6. Learn to say “no.” Take control of your life instead of letting others control it. Identify what’s important to you and live your life around those things. While it may be harder to do this at work, it’s critical to at least do it in your personal life. If you agree to take on obligations you resent or for which you don’t have time, you’re not going to be of service to anyone. Everyone will be better off if you make room for things that enrich your life, because feeling fulfilled is critical to productivity. Rather than thinking of yourself as being selfish if you turn down a request to help out, think of saying “no” as a way to make yourself more able to give of yourself. Just like the airlines instruct us to put on our own oxygen mask before helping others, making time for activities that feed your soul will help you be your best in other situations. 7. Control interruptions. We often interrupt ourselves more often than we realize. “How?” you ask. Every time you jump up to ask somebody a question; when you constantly check email; when you obsessively text or IM. In each of those situations, you’ve stopped what you were doing in order to do something else. Then, you have to ramp back up and reengage with what you were working on before the interruption. Pay attention to how often you use the telephone, television, internet, email, etc. as a means to procrastinate. Identify specific times during the day to give those items your attention, and spend the rest of your day doing whatever you determined was important for the day. Create regular meeting times with your boss and staff to discuss issues that have arisen, rather than feeling the need to discuss them every time you think of them. Use your master to-do list to capture ideas as you think of them so you’re not tempted to interrupt yourself and do them right away. Set a timer in 10- or 15-minute intervals to catch yourself getting off task – when the timer goes off, ask yourself if you’re working on what you intended. And if other people are the cause of your being interrupted, keep an interruption log that will allow you to identify who interrupts you and for what reason so you can notice patterns and create solutions. 8. Maximize your peak mental energy time. Are you a morning person? Are you at your best late in the day? Knowing your peak mental energy time will help you work more efficiently. Work on difficult or unpleasant tasks when you have the most mental horsepower, rather than spinning your wheels trying to work on them when you’re tired. By contrast, save fun and interesting tasks for lower-energy times of day – you’re more likely to work on those tasks no matter how you’re feeling. Paying attention to your energy level will help prevent you from squandering peak mental energy time by working on tasks that aren’t worthy of that precious time. 9. Set a timer. If you are having trouble getting started on something, set a timer for anywhere between 15 and 30 minutes. Tell yourself you’ll only work on the troublesome item until the timer goes off – knowing there’s a reasonable ending time can get you over the hurdle of getting started. Don’t allow yourself to work on anything else during the timed session. Once you get started, you may find yourself willing to keep at it until the dreaded task is completed. You can also use a timer if you’re easily prone to distraction – set it in intervals of 10 to 15 minutes and every time it goes off, ask yourself if you’re working on what you intended. If you got off course, get back to the task you intended to be working on, and reset the timer. 10. Take care of yourself. Getting enough sleep, eating a healthy diet, and getting some physical activity can improve your productivity. Poor quality sleep leads to increased errors and a lesser ability to focus and receive new information, so establish a regular bedtime that will allow you to get sufficient sleep. A healthy diet and regular exercise benefit us not only physically, but positively impact our brain function as well. Make time for exercise, meal planning, grocery shopping, and packing your lunch. Take a lunch break, and short breaks throughout the day, especially those that allow you to move around. Following a healthy lifestyle will allow you to work more efficiently, which will give you more time to enjoy the things you love to do. Sue Becker is a Certified Professional Organizer in Chronic Disorganization who helps individuals and businesses discover the simplicity, harmony, and freedom of being organized and productive. She also speaks to companies and organizations about how to get organized and make the most of their time. Sue can be reached at www.PilesToSmiles.com or 630-724-1111. January / February 2014 The Administrator’s Advantage 17 Web Video Attorneys Should Be Seen and Heard: Video as an Essential Part of Law Firm Web-Marketing Strategy By Rafi Arbel, President, Market JD www.marketjd.com Whether your prospective client is a business or consumer, the importance of Internet marketing continues to grow. In the last year, more than 75% of consumers looking for a lawyer used the Internet at some point in the process.1 Corporate counsel is also getting in the game, "the percentage of respondents not using new media tools has shrunk from 43 percent in 2010 to 27 percent in 2013.”2 These folks are reading blog posts, visiting LinkedIn, and Wikipedia, and reading and watching business news on their smartphones, tablets and mobile apps. In other words, both corporate attorneys and individuals are using the Internet to consume information at a higher rate than ever before. If your firm hasn’t yet capitalized on the opportunities these trends present, 2014 offers a golden opportunity. The shape your Internet presence takes should depend on your firm’s goals, which may include: n Introducing the firm to new visitors n Conveying a professional image n Attracting prospective clients from search engines and social media who may not be aware of the firm or the services it provides n Strengthening relationships with existing and past clients n Highlighting attorneys in the firm with deep subject matter knowledge (especially important where a prospective client is deciding between several firms) n Demonstrating a commitment to solving a client’s problems (as John Maxwell says, “People don’t care how much you know until they know how much you care.”) This may include educational videos. Which of these goals is important to your firm dictates the tactics used to achieve them. Options include a website, inbound or content marketing (creating a body of content, including online videos that searchers connect to through the search engines), search engine optimization (the process of building quality links to your website which increases its authority and ability to get found), social media, email marketing, and online video. It is this last category—online law firm videos—that has the potential to advance all of your firm’s goals through increased engagement and visibility. 18 The Administrator’s Advantage January / February 2014 Engagement Today's consumer, corporate or individual, needs to be grabbed, entertained and even wooed by prospective attorneys. Just as every firm has its own story, every attorney has a unique set of characteristics and experiences that define him or her, personally and professionally. Video may be the single most compelling medium for tying a firm’s human capital and culture to the resolution of a client’s problem—the reason he or she landed on your website in the first place. Consumers are bombarded with hundreds of messages, making it ever harder to get—and keep—a visitor’s attention. Leveraging attorneys in the creation of online video is essential to increasing engagement. Clients may pay law firm invoices, but it is the individual attorneys at the firm who bring clients back. Attention Economics posits that as the quantity of content continues to grow, attention becomes the limiting factor in the consumption of that information.3 Videos that are 30 seconds or less are completed more than 80% of the time while those two to three minutes in length are viewed to completion just over half the time.4 Of web pages with 111 words or less, only 49% of the copy is read.5 It is because our collective attention span has become so short that your firm website must capture a visitor’s attention and deliver your message as quickly and effectively as possible. Online video is the perfect medium for delivering that message in the shortest time period. Since video does the important job of making a first impression without a personal visit from you, make it professional. Given the constraints in visitor time and attention, it is critical that the message be the right one. Determining what messages you convey on your site and video are the most important decisions you will make (and the two should reinforce each other); these should form the foundation for every marketing campaign you run. Ask yourself, "What are the three most important points you’d like the viewer to walk away knowing?" You should be able to summarize these messages in short bullet points, i.e. we can defend a medical malpractice lawsuit better than others because two of our lawyers are also doctors; our customer service is so good we’ve been recognized for it; our firm has both breadth and depth for whatever problem you bring to us. If you find it difficult to distill your message into something of this length, it will be a challenge presenting it on a video, no matter who you hire to help produce it. Web Video One important caveat that should permeate all of your marketing, especially your online videos: be transparent and genuine. Seth Godin, author of Tribes: We Need You to Lead Us, argues that humans have been seeking tribes for thousands of years. A tribe may be political, racial, ethnic, musical—any attribute, idea, or leader that connects us. He adds that the Internet has broken down the walls of geography, cost and time that have separated us. In so doing, we have been able to quickly find and connect with others in our tribe. How is this relevant to your law firm video? Godin claims, "the key to success is to find a way to stand out—to be the purple cow in a field of monochrome Holsteins."6 Your video should reflect your inner purple cow and embrace it. He continues: Start with the truth. Identify the worldview of the people you need to reach. Describe the truth through their worldview. That's your story. When you overreach, you always fail. Not today, but sooner or later, the truth wins out. Negative or positive, the challenge isn't just to tell the truth. It's to tell truth that resonates.7 Whoever you are professionally and personally will resonate with some, repulse others. Whether or not you create a video, prospective clients will eventually meet you. Those who aren’t inclined to do business with you generally won’t, whether they discover that through a video or in person. On the flip side, creating an online video will often help you find your tribe by introducing and educating prospective clients about the firm, often reducing the time it takes to close the deal. Distribution Once you’ve made the video, you need to distribute it. How far and wide you broadcast it depends on what you are trying to achieve. Some firms may only be interested in using the video on a particular page of the firm’s site for increased conversion (getting a visitor to take the next step, i.e. download a white paper, call the firm, etc.). For example, a practice group may have a story they want to tell those who are visiting their page of the firm website, one that complements and only makes sense next to the written text. Some firms may not believe that new, qualified clients would ever find them through search engines or social media and therefore limit video distribution to the firm website or blog. More progressive firms see a benefit in greater visibility, realizing that clients are using the Internet to find legal and business information in increasing numbers. These firms want to be found when their clients or prospective clients use social media or type in a search related to their practice area. For these firms, Internet marketing needs to become an integrated system, one where all the digital assets coordinate to tell the same stories and support the same key terms. Visitors move seamlessly between web searches and social media, between their Google search results, LinkedIn, and a YouTube video. To best earn a visitor’s trust, a firm’s Internet presence ought to reflect that reality and provide value and a consistent message, whatever the medium. To increase the reach (and return on investment) of your videos, consider distributing it liberally. Video may be uploaded to a firm’s own digital assets (website, blog, social media accounts) or to other sites not controlled by the firm, like Vimeo or You Tube. It can also be embedded in emails (my personal favorite; our firm video has a link in my email signature line that gets clicked on hundreds of times per month), making it the perfect vehicle for cross-marketing other practice areas to existing clients. Few realize that videos may show up in the search results alongside web pages of text (i.e. blog posts). Some argue that the probability of ranking on page one for a search term is greater for video than for a text page because of the relative scarcity of the former and abundance of the latter.8 Achieving this result requires that your video, whether on your site or someone else’s, be properly tagged to include the key word term for which you hope the video is found. Once you have professionally-produced videos, revisit your firm's goals and integrate them accordingly. To remain relevant, your website should be regularly updated. An industry best practice is to maintain a predetermined blog editorial schedule. Using video as part of this schedule adds depth, diversity and interest to your posts. Consider adding video news blasts or alerts relevant to your area of law. You may also upload a video to your Slide Share account (now owned by LinkedIn), and then connect it to your LinkedIn profile, making it far more interactive. Having dynamic content gives you an excuse to reach out to clients through email and social media, by posting it on your timeline or as a status update. Repurposing your video gives you a second bite at the apple, reduces how much content you have to produce and extends your message’s reach. Where search, social media and email marketing become relevant to a firm’s overall marketing strategy, online video plays an ever more important role as visitors may land on your digital property as part of a journey, not as a destination. Content, especially video, has become the new currency on the Internet because of its unique ability to create relationships with its viewers which ultimately increases the value of your Internet presence. http://lawyernomics.avvo.com/legal-marketing-2/how-do-people-find-hireattorneys.html http://insidecounselsurvey.com/2013-survey/ http://en.wikipedia.org/wiki/Attention_economy 4 http://wistia.com/blog/4 ways to keep viewers engaged in an online video 5 http://www.statisticbrain.com/attention-span-statistics/ 6 http://www.sethgodin.com/sg/blurbs.asp 7 http://sethgodin.typepad.com/seths_blog/2008/08/creating-storie.html 8 http://searchengineland.com/want--‐to rank tops in google do youtube videos stupid 1 2 3 Rafi Arbel started Market JD, an agency that markets law firms online. Leveraging his combined expertise in law, business, and technology, he helps small and medium-sized law firms grow their practices. He is a licensed attorney and he earned an MBA, with honors, from the University of Chicago Booth School of Business. Rafi provides his clients with digital-marketing solutions that drive growth such as Website development, content marketing, social media and search engine optimization. He lives in the Chicago area with his wife, Jennifer and their three boys, Joseph, Jacob, and Isaac. January / February 2014 The Administrator’s Advantage 19 Billing Billing is Marketing By Sally Schmidt If you are pleased with a result, say so. If you wrote off time, tell the client what it was and why they don’t have to pay for it. You can also use the cover letter to update where the fees stand on the project. And, most important, you can thank the client. It may not be necessary to put a cover letter on every invoice, but at a minimum you should include one at the end of a major matter. Time Entries In my experience, clients’ unhappiness with bills can have as much to do with the way the information is described as the time itself. In past articles, I wrote about the importance of communication when it comes to pricing your services. Once you have the engagement, your invoices become a critical communication method. In fact, I would argue that bills, properly done, can be great marketing tools. Conversely, poor billing techniques create tension with clients. First, clients use any tangible work product to judge the quality of the firm’s services. Said one, “If you can’t get your billing straight, I don’t have confidence in you to get the file straight.” But they also use invoices to evaluate the progress of matters. With scant information, they are left in the cold. Technology is a wonderful thing. But too many times, lawyers allow computers to drive the form and substance of the invoice. Paying a little more attention to your bills will not only enhance your client relationships, it will increase your likelihood of getting paid. 20 (1) Be careful how you describe your time. Whether it is when you enter time or when you look at your pro formas, augment the terse computer language. Let’s use “office conference” as an example. First, clients don’t like paying for you to talk to other lawyers in your firm. Second, it provides zero insight into the value provided by the meeting. Instead, focus on what you did, for example, “Reviewed requirements for shareholders’ agreement,” “Analyzed tax issues in proposed trust,” or “Met with Attorney A to discuss outstanding issues in settlement agreement.” And name names. (2) Avoid red-flag terms. In addition to “office conference,” other phrases that set clients off include “review of file” (paying you to get up to speed), “research” (don’t you know this already?), “attempted to call,” “left voicemail for” and other things that don’t contribute to the progress of the file. (3)Use active descriptions. For instance, “Consideration of ” say “Analyzed.” instead of (4) Show progress. When you write down time for the same matter, be conscious of showing progress on the file. (5) Be consistent. If you referred to the matter as a “stock purchase agreement,” don’t call it an “agreement” in future bills. Cover Letters (6) If possible, don’t bill for projects until clients have seen the related work product. If you have taken a deposition, send clients the summary before they have to pay for it. Everyone talks about providing value. But when was the last time a client said, “Great brief!” or complimented you on the research you did? A cover letter allows you to explain the value you have brought to the engagement. (7) Show time that you are writing off. If you did something for which you did not get paid, such as attend a client board meeting, enter it at “no charge.” The Administrator’s Advantage January / February 2014 Billing (8) Be sure to apply time to the right file! (9) Concentrate your time. Clients would rather see blocks of time than 6-minute intervals. (10)Bill on a timely basis. This helps clients see where they stand on a matter and, studies show, vastly increases your likelihood of getting paid. (11)Don’t nickel and dime. How do you feel when your $300 a night hotel room charges $12 for Wi-Fi when the Super8 provides it free? Disbursements, even if they represent a small percentage of the bill, can be a landmine because clients know what most things cost. In addition, charging .25 for administrative tasks—reading emails, reviewing bills—will cause clients to review future invoices in more detail for billing abuses. Perhaps the best thing to do is put yourself in the client’s shoes and ask, “Would I mind paying for this?” Powerful document services provide your best defense. Conclusion Remember, good billing practices result in no surprises for the client. If things are getting out of hand on a matter, pick up the phone. If your bill is higher than anticipated, deliver the invoice in person. When there’s a problem, it’s crucial that you contact clients before they have to contact you. Article reprinted with permission. First published at www.attorneyatwork.com: http://www.attorneyatwork.com/billing-is-marketing/. Sally Schmidt is President of Schmidt Marketing, Inc., which offers marketing services to law firms. Sally was a founder and the first President of the Legal Marketing Association. She is a Fellow of the College of Law Practice Management and one of the first inductees into the LMA’s Hall of Fame. She is the author of Marketing the Law Firm: Business Development Techniques and Business Development for Lawyers: Strategies for Getting and Keeping Clients. Follow her on Twitter@SallySchmidt. Ricoh Legal. The experience of IKON. The innovation of Ricoh. We’re committed to bringing the largest, most experienced organization of legal document solutions to work for you, along with delivering premier eDiscovery services. As a powerful partner to the legal community for over two decades, we have earned the trust of clients by providing the comprehensive document solutions you need to allow you to concentrate on what you do best: winning cases. Visit ricoh-usa.com/legal for more information, or call 312-251-0300. ©2012 Ricoh Americas Corporation. Ricoh® and the Ricoh logo are registered trademarks of Ricoh Company, Ltd. All other trademarks are the property of their respective owners. January / February 2014 The Administrator’s Advantage 21 Client Surveys Design to Survey Clients By Heather Suttie Firms, to their own detriment, often fail to gauge client satisfaction. A client survey can reap huge returns for minimal investment. Law firms have traditionally been reluctant to ask clients what they think of them. For a profession in the business of mitigating risk, this is risky business. If your client is happy, wouldn’t you want to know why, so you can do more of the same? Conversely, if your client is unhappy, wouldn’t you want to know about that too, so you can do something about it before he or she crosses the street for a chat with your competitors? Statistics show that many law firms don’t make client feedback a priority. One Legal Marketing Association (LMA) survey, published in December 2009, revealed that only 10 percent of the U.S. and Canadian law firms that responded consider client feedback their top priority, while 20 percent rank it as their lowest priority. This is pretty consistent with the study’s 2008 findings (9 and 26 percent, respectively). Canadian Lawyer’s 2009 survey of 60 general counsel, meanwhile, found that 72 percent had not been asked by their top law firms to participate in a client-satisfaction survey. Alarmingly, that number has risen with Canadian Lawyer’s 2013 survey reporting that of the more than 200 general counsel who responded to this question, 80 percent said their top law firm had not asked them to participate in a client satisfaction survey in the previous 12 months. That’s a shame. It’s common sense, after all, that you can win more business from a satisfied client. The large accounting and financial services firms know this and have been using formal feedback protocols to survey their clients for years. Of course, not everything clients say will come as a surprise. Roughly 70 percent of feedback is information that you already know and 20 percent confirms what you had suspected. But the remaining 10 percent of responses are golden nuggets — and the law 22 The Administrator’s Advantage January / February 2014 firms that do survey clients are using those “golden nugget” opportunities to pitch for work that’s currently being done by their competitors. One firm that reaped the benefits of client surveys was Ogilvy Renault LLP, which combined with Norton Rose in 2011 and is now part of global legal giant, Norton Rose Fulbright. Lise Monette, Ogilvy Renault’s former Chief Marketing Officer and now Global Head, Client Programs and Chief Marketing Officer of Norton Rose Fulbright Canada, says conducting surveys enhances and solidifies the relationship between a client and a trusted advisor. She says asking for feedback is the best marketing you can do. “Clients love it,” she says. “We show them the love, and that we’re listening and doing this on our dime.” Monette says that while most corporations design business plans based on customer feedback, many law firms don’t. “No one is conducting surveys in a consistent way,” she says. “You can’t do business plans without input from clients.” What Are You Afraid Of? “The reason for not doing client surveys is that, when you ask for feedback, you are obligated to respond to the comments and to make the changes and improvements, when reasonable, that clients want,” says Keith Cassidy, who has been an executive at many of Canada’s largest firms. Admittedly, it can be a daunting task to be told that you need to change how you do business, but it’s usually not an “all or nothing” proposition. Feedback is often more favorable than anticipated and issues are surprisingly simple to remedy. All it Client Surveys took to make one client I surveyed happy, for example, was the addition of an identifying number on the invoice that made it easier for him to tell which firm sent the bill. Respondents to the online forum Leadership for Lawyers suggested there can also be a degree of arrogance among law firms that feel they do good work and, if clients have concerns, they will pipe up — or that clients may not be able to assess their work independent of the outcome. Further evidence is that at every one of the last six LMA conferences featuring a general counsel panel, in-house lawyers have not been shy about their expectations of outside counsel. They said they wanted to be asked questions that show an eagerness on the part of law firms to understand the business: “What are you seeing that’s changing within your customer base?” “Who, in addition to you, are the decision-makers on outside counsel?” These are questions applicable to any client, whether that person is an in-house lawyer or not. Nothing beats an in-person survey, though. Monette conducts personal surveys accompanied by either the firm’s Chair or Managing Partner, which she says helps underscore the importance of that client to the firm. This method also enables an interviewer to read body language and get a good sense of the client’s work environment. Written surveys create work for your client. One Leadership for Lawyers respondent found the response to these was usually less than 10 percent, and the comments were generally positive but vague. He suggested that phone interviews done by a professional would produce better results. He’s right; telephone surveys enable two-way conversation, allowing an interviewer to probe for subtleties conveyed by the client’s tone. Online surveys are popular only because they’re convenient. This quick (but one-way) communication means that, while you’ll get quantitative measures, you’ll lose the subtleties. Online surveys are also easy to ignore and even easier to delete. Satisfaction and Loyalty Keys to Success There is a difference between satisfaction and loyalty. For example, the feedback provider may not be the only person to decide whether to continue retaining your firm. And even if he or she is satisfied with your services, you may still lose the client should that person leave the company. Act fast on requests. As Monette says, “You must respond to comments and execute change.” Cassidy agrees, saying “The challenge many firms face is to fully review their business processes and then implement the efficiencies that improve matter management, transparency, and add real value for their clients, thereby strengthening the client relationship.” One way to gauge loyalty is to ask whether a highly satisfied client would recommend the firm to others. While this may seem like a delicate proposition, it yields positive results most of the time. As Frederick Reichheld notes in his 2003 paper “The One Number You Need to Grow” in the Harvard Business Review, “When customers act as references, they do more than indicate that they’ve received good economic value from a company; they put their own reputations on the line. And they will risk their own reputations only if they feel loyal.” This is why the most thorough client feedback methods seek to capture personal recommendations. This is also why, with their approval, client testimonials will appear on their firm’s marketing collateral — a winning strategy that allows the firm to stand out from the competition. The Right Approach Most clients will tell you they are most comfortable being interviewed by a third party, because speaking freely to someone who is a neutral conduit instills confidence in the process. If you do take the internal route, it’s crucial that the person handling the survey is recognized as impartial both by clients being interviewed and by firm members. Strengthening the relationship is what feedback is all about. Surveyed clients report that firms that ask for input set themselves head and shoulders above the competition. Considering that very few firms are currently asking clients what they think, you have the distinct advantage to seize this opportunity to stand out from the crowd. Do it before it’s too late. This article originally appeared in Lexpert® April 2010 and is reprinted with edits and updates with permission. Heather Suttie is a legal business development and law marketing consultant. She works with law firms, legal teams and lawyers in all areas of practice and consults to a wide range of law firms — global, national, mid-size and boutique. Heather can be reached at (416) 964-9607, [email protected] or [email protected]. January / February 2014 The Administrator’s Advantage 23 Brown Bag Recap The Space Evolution by Travis Larson On Tuesday, December 3, the Greater Chicago Chapter held their Monthly Brown Bag event hosted by Jennifer Winters of Proskauer Rose LLP. Gensler’s Todd Baisch and Erin Sherman presented a thought-provoking view on the evolution of physical space utilization in our law firms. Change is inevitable Speakers Todd Baisch and Erin and until recent years, change Sherman of Gensler within the legal industry was relatively slow. However, recent economic events have pushed law firms to think about new ways to do work better, faster and cheaper yet preserve the practice of law. Structural changes in our workforce have left many firms wondering what to do with all of this extra space. Todd and Erin presented five directions for our space to evolve and offered some ideas to get firms there. interact. The reality is, many people just walk right into their private office and do not utilize these spaces. You can continue pushing collaboration by placing a bistro or sitting area in multiple spots with at least one on each floor, create “activate paths” where people walk and have encounters with other members of their firm, and connect multiple floors through staircases or atriums. 1. How do you make lawyers and staff healthier by the time they leave the office? Our physical environment has a large impact on health and well-being. A recent study shows that for every 100 workers, 44 suffer from stress, 38 are overweight, 31 use alcohol excessively and 24 don’t exercise. Solutions include getting people active with treadmill workstations and exercise rooms, adjust for comfort with standing workstations and ergonomically designed seating, provide natural lighting throughout the space – not just exterior offices — and provide access to Patrick Pinkerton and Doc Ballje of water and healthier food options. Sponsor Genesis Technologies 2. How do you shape your space to allow for efficient workflow? Strategic work flow process is driving the legal business model now more than ever. This team approach will continue to drive many firms to design spaces where collaboration can occur with team workspaces/tables and open space plans in addition to private work spaces. Give your workforce the tools to work as efficiently as possible. 3. Look at reducing your real estate footprint by allowing more choices. A Cornell University study of 320 small businesses showed that companies that grant employees choices in how to do their work grew at four times the rate and had one-third the turnover vs. controloriented firms. To achieve this choice, Gensler suggests creating spaces within your space to allow for the four work modes (Focus, Collaborate, Learn and Socialize). 4. How do you build a community beyond a café? Many firms have a space, be it a kitchen, a sitting area or library table, where people can 24 The Administrator’s Advantage January / February 2014 5. Use technology to give people the flexibility to work where they feel the most productive. Law firms are becoming technology companies dressed in suits. By utilizing wireless capabilities with tablets or laptops, you give people the choice to move from space to space, seamlessly connecting a collaborative work area with a private office. With technology, your options are limitless on how mobile you want your workforce to become. Needless to say, the legal industry is changing. Tradition got us here. Evolution will push us forward. If you would like a copy of the PowerPoint presentation, please contact Travis Larson at [email protected]. This Brown Bag event was generously sponsored by Genesis Technologies, a new Greater Chicago Chapter Business Partner specializing in Proud to be a new Copper Sponsor for the document management hardware, software and services solutions. and Doc Ballje of Genesis were on hand Greater ChicagoPatrick ChapterPinkerton of the ALA! to introduce themselves and to give a mini presentation on eCopy PDF Pro Genesis has helped Chicago law firms increase productivity, streamline Office 6. Doc Ballje outlined the valuable features of this program, which processes and reduce document management costs for over twenty years. Our people care about the job that they do and they care about include: Call us to learn more! 1. 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We deliver cost-effective legal solutions by combining industry-leading technology knowledge with our deep understanding of strategy, people, processes, and legal operations. our services Strategy and execution applicationS » Integrate law department practice and » Select and implement software administrative functions solutions designed for legal teams » Plan and execute operations and litigation » Develop and deliver legal intranets, strategy, implementation and outsourcing extranets and websites » Leverage efficiencies via legal project and matter management infraStructure » Test and deploy new and upgraded BuSineSS operationS technologies » Save money and protect shareholder value through effective quality processes and risk management and general cost reduction » Support legal technology and IT functions in insourced and outsourced environments » Provide cost-effective eDiscovery collection, processing, analysis, review and production services » Review, recommend and re-engineer corporate » Upgrade to current versions of Microsoft Office, Windows, Exchange and Lync legal department best practices and operations For more information about PLA’s Legal Solutions, contact Dan Safran at [email protected] or call 312-441-0077. January / February 2014 The Administrator’s Advantage 25 Legal Levity Surprise Safari By Sherry and Al Gini Fifteen years ago my then boyfriend surprised me with a trip to Africa. There were two immediate outcomes of the trip. We fell in love with Africa and we also fell in love with each other. We were married in Africa two years later. This holiday season was a “significant” birthday for my husband, so I surprised him with Christmas at our favorite Safari lodge in South Africa and New Year’s Eve at the Cape Town hotel where we were married. This was our 13th trip to Africa and two things remain the same… We still love Africa and we are still in love with each other! New Arrivals Congratulations to member Jose Cheesman and his wife on the birth of their son Felix James Cheesman who arrived on November 6, 2013 weighing 10 lbs. 8 oz. and measuring 21.5 inches long. 26 The Administrator’s Advantage January / February 2014 Congratulations to member Ony Beverly and her husband on the arrival of Sophia Rachelle Beverly who was born on August 21, 2013 weighing 7 lbs. 2 oz. and measuring 20.5 inches long. Legal Levity Chef’s Corner: Cincinnati Chili Top Ten Skiiing and Snowboarding Places near Chicagoland Illinois Villa Olivia (1401 W Lake St, Bartlett, 630-289-1000) Miles from Chicago 49. This local option features 7 downhill runs, the perfect options to cut your teeth on the snow. Raging Buffalo (Rt 31 at Wilbrandt Rd, Algonquin, 847-836-RAGE) Miles from Chicago 45. You don’t even have to leave the ’burbs to find a hill dedicated to the oh-so-trendy sport of snowboarding. Raging, near the Fox River in the Northwest Suburbs, offers half pipes, kickers, table tops and other rad features, plus a “magic carpet” (basically a slanted moving sidewalk) on the beginner hill. I had a college roommate who was from Cincinnati. This was a dinner staple at our apartment. If you visit Cincy, be sure to stop at one of the many chili parlors. Skyline Chili is one of the most popular. This is a meat based chili, and then you build on top of it. You provide spaghetti, a variety of toppings to serve it with and let guests make it as they want: • two-way: spaghetti and chili • three-way: spaghetti, chili, and shredded cheese • four-way: spaghetti, chili, shredded cheese, and either diced onions or beans • five-way: spaghetti, chili, shredded cheese, diced onions, and beans Sour cream is another necessary topping in my house. Or cook wagon wheel pasta, throw the ingredients in the back of the car, and you’ve got a great dish for tailgating. Double or triple the recipe for a party. Serve with amber lager or pilsner. 1 lb ground beef 1 lb ground pork 2-4 yellow onions, chopped 6 cloves garlic, crushed 1 T cumin 4 T chili powder 3 whole bay leaves 2 t cinnamon powder 2 t allspice ground 2 T Cocoa powder 1 T oregano 2 t Tabasco sauce 2 T Worcestershire sauce 4 T vinegar 1 can 28 oz crushed, chopped or pureed tomatoes Salt as needed In a large stockpot sauté pork and beef. Drain most of the fat. Saute onions and garlic, then add dry ingredients and mix thoroughly. Add all the other ingredients, and bring to a simmer. Cover and cook for 1 ½ hours. Add water if needed as it is cooking. Paul Klenck Chestnut Mountain (8700 W Chestnut Rd, Galena, 800-798-0098) Miles from Chicago 161. This resort’s 120-room lodge is situated high on the bluff of Chestnut Mountain, offering breathtaking views of the Mississippi River. And even though indoor activities include a pool, sauna and game room, the real reason for visiting is to take advantage of the largest snowmaking system in the Midwest. Its 475-foot vertical drop runs 3,500 feet through 19 slopes ranging from beginning to black diamond. Four Lakes Alpine Snowsports (5790 Forest View Rd, Lisle, 630-964-2551) Miles from Chicago 28. With an “Anyone Can Do” method, beginners can learn to navigate the slopes in no time. These hills in the western ’burbs consist of two bunny slopes, a terrain park, and two intermediate inclines, each accessible by towropes. Iowa Sundown Mountain Resort (16991Asbury Rd, Dubuque 52002, 563-556-6676) Miles from Chicago 207. The only Midwest ski slope to receive the National Ski Areas Association Award of Excellence six years in a row, this beautiful mountain takes you down a century-old cedar forest reminiscent of Colorado or Wyoming. With 21 trails, two terrain parks, and six lifts, this resort will have you up and down the hills in no time. Michigan Swiss Valley Ski & Snowboard Area (13421 Mann St, Jones, 269-244-5635) Miles from Chicago 103. This southwestern Michigan mainstay features 11 slopes, a 225-foot vertical drop and a fireside lounge. Wisconsin Alpine Valley Ski Resort (W2501 County Rd D, Elkhorn, 800-227-9395) Miles from Chicago 87. Touting itself as the only resort in the Midwest with three highspeed quads and four Wonder Carpets (a type of conveyer lift), this Wisconsin resort’s longest run is 3,000 feet while its vertical drop is 388 feet. Cascade Mountain (W10441 Cascade Mountain Rd, Portage, 608-742-5588) Miles from Chicago 177. Cascade maintains a top rep with snowboarders, catering to radicals with four terrain parks outfitted with obstacles, a superpipe and halfpipe, and also to families with a snow-tubing park, beginner slopes and a modest hill (460 feet). The bunny slopes on the west side of the hill keep beginners out of experts’ way. Devil’s Head (S6330 Bluff Rd, Merrimac 53561, 608-493-2251) Miles from Chicago 185. This South Central Wisconsin ski resort is only three hours away from Chicago, and has one of the highest mountains in Wisconsin. This resort takes care of its slopes just as well as its guests; the ski slopes are groomed twice a day to make for an exhilarating ride down the mountain. Justin Trails (7452 Kathryn Ave, Sparta, 800-488-4521) Miles from Chicago 262 miles. You could easily spend an entire weekend vegging out fireside in one of Justin Trails Resort’s cozy cabins. But if you’re determined to be active, try tackling a 1,000 foot long hill on an inner tube, getting pulled on skis by dogs and cross-country skiing through Wisconsin’s gorgeous wide-open spaces. January / February 2014 The Administrator’s Advantage 27 Branding brand quality on average, brand quality is, well, average brand chan tuning the channels for the clearest re First Impressions Matter. How effective is your brand? TAKEAWAY TAKEAWAY By Jon Heiniger A brand is far more than a logo in the reception area or on a business card. The sophisticated tools in the marketer’s quiver today require a solid understanding of your marketing goals in order to hit the targets, and your firm’s brand is crucial to your success. When I left PricewaterhouseCoopers in 2007 after 17 years in their design department, it was assumed that marketing and branding in accounting was a good ten years ahead of the legal field. Law firms are catching up quickly in their brand building with other professional services. Do-it-yourself brands using stock images and mediocre designs save on outside costs but result in average-quality materials that taste a bit sour on your own five-point grade scale. Is it more costly in the long run to pickle your brand at home? We believe you can do a lot yourself but believe you should routinely outsource the most critical market-facing materials to the professionals who created the recipe. Everyone recognizes the firm’s website to be its most important marketing investment. Events are viewed as much less important but still command a disproportionate financial commitment. Pitch materials are not getting the love CMOs feel they deserve, and bl sky thought leadership is short-changed as well. outstanding client service, your caring attorneys, your aggressive reputation? MOST IMPORTANT CHANNEL How consistent is your message? Do all partners and associates convey the right brand message from initial meetings through firm websites to case resolution? They are your brand ambassadors, after all. Do all of your legal marketing efforts –proposal/pitch web, social materials media and 30% with brochure pieces – reflect your unique identity and resonate substantive alerts & seminars your target audience? That’s particularly important with your 32% website, as it’s almost always the first point of customer contact signature relationship events 43% these days. public relations CMOs and CEOs grade their own efforts “C” or worse 43% 46% What’s your reputation? What speaking engagements do clients and colleagues37%at 37% other firms say about your firm? firm/practice advertising 35% Major investments are being made to establish FIRM WEBSITE 3.6 (mean rating) 45% brand recognition in an LOGO 3.5 One effective way to clarify 3.5 extremely competitive space. PITCH MATERIALS your thinking is to craft a brand 3.1 A recent article in the Wall VIDEOS promise. Keep it simple – a 2.8 Street Journal by Nathan ADVERTISING concise, one- to two-sentence Koppel noted that “Law statement that articulates what firms, particularly those 6 greenfield/belser | the state of professional services 2013 Room for Improvement your firm does, how it does it, that represent plaintiffs, In a recent study by the marketing firm Greenfield Belser, are increasingly devoting leadership of firms gave their branding efforts a passing grade. and how the firm benefits its clients. resources to developing a presence online, where consumers—and potential clients—congregate.” The article The brand promise will help you create a distinct and fully mentions Sokolove Law, a Massachusetts-based firm that’s integrated identity. If done correctly, the results can be spending $12 million annually on digital outreach. That’s a powerful. Potential clients who visit your website will be able to pretty substantial investment in making sure future clients know immediately differentiate you from another attorney or firm in the same practice area in the same city. Clients who read your who they are. blog, view your other social media properties or watch your Every firm that has a strong brand has at least three elements in videos will quickly recognize your firm’s unique characteristics. common: 2014 may be the year to refresh your firm’s branding to improve n It’s distinctive. your marketing effort’s effectiveness and achieve your business n It relates to clients and potential clients. development goals. n It communicates a consistent message. So how strong is your firm’s brand? Here are some key questions: Who is your target audience and ideal customer? Understand what messages will appeal to and motivate them. This will be important when you chose your different media options. What sets your law firm apart? For the majority of firms, your practice areas are similar to the firm across the street. Is it your 28 The Administrator’s Advantage January / February 2014 Jon Heiniger worked for PricewaterhouseCoopers for 17 years before opening Heiniger Design in 2007 which provides creative and design solutions for professional services firms. He works with small to mid-size firms to develop and achieve their marketing goals. Jon lives in the Chicago area with his wife, Leanne and three children, Rachael, Jack, and Nicole. GREATEST INVEST 6 59% Board Event Photos On January 28, 2014, the Greater Chicago Chapter Board of Directors gathered at the offices of Pattishall McAuliffe for its annual post-holiday board meeting. After completing Board business, members enjoyed refreshments and a tour of Pattishall’s new offices led by Chapter President Deb O’Donnell. Jose Cheesman and Travis Larson Board members deliberating Laura Sears, Deb O’Donnell and Diane Brummel Marie Coffee, Courtney Landon and Ony Beverly Ben Shames and John Podbielski Randi Kohn and Patti Winter January / February 2014 The Administrator’s Advantage 29 Got CLM? Test your knowledge. By: Jose Cheesman, CLM Test your knowledge on the following sample questions: 1) TRUE or FALSE - A lawyer may pay a referral or marketing fee to a foreclosure consultant or other person for referring distressed homeowners III. LEGAL INDUSTRY/BUSINESS MANAGEMENT - 17% Legal Industry (12%) Monday, March 3, 2014: Knowledge of the ABA Model Rules of Professional Ethics as it pertains to law firm management (e.g. conflict of interest, advertising, client file management). Monday, March 3, 2014: Knowledge of professional liability issues; 2) TRUE or FALSE - A lawyer or law firm may face disciplinary action for including the wording of the "likelihood of getting a favorable result" in their marketing campaign 3) A lawyer or law firm may utilize the following forms of marketing: A) Coupon-deals in which the lawyer directly collects discounted fees upon providing legal services B) Website-deals in which the legal fees are paid in advance and collected for distribution by a third party marketing organization C) Mass email distribution to recipients of lists purchased from telemarketers D) Firm's own website indicating discounts if legal work is performed by non-lawyers Monday, March 10, 2014: Knowledge of changes/trends in the legal industry; Monday, March 10, 2014: “Knowledge of records management and retention requirements (including paper and electronic documents); [Knowledge of filing systems]” Business Management (5%) Monday, March 17, 2014: Knowledge of laws and regulations regarding business insurance coverage; Monday, March 17, 2014: Knowledge of planning techniques (e.g. strategic, disaster and business planning); Monday, March 24, 2014: “Knowledge of procurement and contract management procedures (e.g. developing requests for proposals, evaluating proposals, overseeing contractor performance);” IV. OPERATIONS MANAGEMENT - 18% Technology (5%) Monday, March 31, 2014: “Knowledge of the features and capabilities of the Internet, web-based technology, hardware and software systems, including security and confidentiality; “ 4) A lawyer shall not by in-person, live telephone or real-time electronic contact solicit professional employment when a significant motive for the lawyer's doing so is the lawyer's pecuniary gain, unless the person contacted is NOT: A) Another lawyer B) A family member of the lawyer C) Previously in a close personal or prior professional relationship with the lawyer D) C-Level officers of companies Monday, March 31, 2014: “Knowledge of the features and capabilities of practice support systems; (e.g. Lexis-Nexis, Westlaw, research, document management, litigation support, case management);” Monday, April 7, 2014: Knowledge of the features and capabilities of document assembly and management systems; Monday, April 7, 2014: Knowledge of electronic privacy issues; Operations (13%) Monday, April 14, 2014: Knowledge of work product quality control procedures and techniques; Monday, April 14, 2014: Knowledge of facilities management procedures and techniques; Join Jose Cheesman, MSLA, CLM, CLM Director, at his office every Monday at 5:30 p.m. (Baker & McKenzie Global Services LLP), 300 East Randolph Street, Suite 5000) for the weekly study group. Monday, April 21, 2014: Knowledge of lease/contract agreements and terminology; Monday, April 21, 2014: Knowledge of project management; Monday, April 28, 2014: Knowledge of work place safety and health issues (e.g. OSHA, EAPs); Answers: 1) F 2) T 3) A 4) d 30 The Administrator’s Advantage January / February 2014 Monday, April 28, 2014: Knowledge of space assessment, design and development strategies; Recover. Manage. Control. nQueue Billback’s iA captures all hard and soft cost data into a single database to improve profitability firmwide COST RECOVERY Maximize recoveries for both hard and soft costs COST MANAGEMENT Analyze cost and expense data to make better decisions y e E T N RA E Bu y G UA It On c e More information and better workflows reduce costs before they are incurred Bu COST CONTROL It O n c January / February 2014 The Administrator’s Advantage nQueue Billback | 800 299 5933 | www.nqbillback.com | [email protected] 31 Member Spotlight Drema Lee Woldman My name is: Drema Lee Woldman I work for: Quarles & Brady LLP The firm & practice is: One of the challenges of being in legal administration is: getting the attorneys to complete the performance evaluations. a broad-based, national-level legal services firm. My title is: The best advice I’ve ever received is: if you follow the rules then you have nothing to worry about. The best advice I would give to someone who is Supervisor, Secretarial Support just entering the legal management field is: if you do not have a thick skin, develop one fast. Before becoming an Administrator: I was a Social Worker. I have been working in the legal field for: I have a degree in 30+ years Social Work from W. Va. State University. I joined ALA Chicago Chapter because: I wanted to keep current with the legal community. I try to motivate my staff by: listening to their issues/problems and trying to come up with a solution that works for the firm and for them. If I weren’t a Secretarial Supervisor, I would: be a writer. The last good book I read was: The Immortal Life of Henrietta Lacks. The last good movie I saw was: Gravity. To be successful in legal administration: 1) Take nothing personal. 2) Try to do the right thing. 3) Document everything. The last vacation I took was: The thing I like best about being a Secretarial massage. Las Vegas. The one appointment I never miss is: Supervisor is: finding ways to motivate the staff and empower them to do their jobs to the best of their ability. In my free time, I enjoy: volunteering, and reading. 32 The Administrator’s Advantage January / February 2014 My weekly Scrabble, Bridge Kelly Dillon DTI 105 W. Adams Street, #1200 Chicago, IL 60603 January / February 2014 The331-206-5800 Administrator’s Advantage 33 [email protected] New Members The Greater Chicago Chapter welcomes our new and returning members: Daniel Campione Firm Accountant Hall, Prangle & Schoonveld, LLC (45 Attorneys) 200 South Wacker Drive, Suite 3300 Chicago, IL 60606 Tel: 312-267-6238 Fax: 312-345-9608 [email protected] Cesar Fernandez Office Manager Rusin Maciorowski & Friedman, Ltd. (33 Attorneys) 10 South Riverside Plaza, Suite 1530 Chicago, IL 60606 Tel: 312-454-5129 Fax: 312-454-4455 [email protected] Shirley Campos Director of HR Schopf & Weiss (26 Attorneys) 1 S. Wacker Drive, 28th Floor Chicago, IL 60606 Tel: (312) 701-9321 Fax: (312) 701-9335 [email protected] Mary Gibbard Secretarial Manager Dentons (120 Attorneys) 233 S. Wacker Drive, Suite 7800 Chicago, IL 60606-6306 Tel: 312-876-7954 Fax: 312-876-7934 [email protected] Joshua Dugan Regional HR Manager Bryan Cave LLP (1200 Attorneys) 161 N. Clark Street, Suite 4300 Chicago, IL 60601 Tel: 312-602-5152 Fax: 312-698-7552 [email protected] Virginia (Ginny) Tureson Controller Meckler Bulger Tilson Marick & Pearson (75 Attorneys) 123 N. Wacker Drive, Suite 1800 Chicago, IL 60606 Tel: 312-474-7908 Fax: 312-474-7898 [email protected] Members on the Move: The following members have moved to new positions: Carol McCallum, CLM Office Manager Arnett Law Group (5 Attorneys) 500 W. Monroe Street, Suite 2010 Chicago, IL 60661 Tel: 312-561-5665 Fax: 312-561-5699 [email protected] ALA Management EncyclopediaSM Included with Your Membership More value for your dues dollar — the Encyclopedia, formerly a $395 subscription, is now a members-only benefit. With carefully researched articles, written by recognized legal industry experts, the Encyclopedia offers concrete, practical information on the legal management challenges you face on a daily basis. Answering the tough questions, the Encyclopedia integrates many useful features including: • • links to key websites functional spreadsheets • • forms and checklists charts and graphs The Knowledge You Need — When You Need It Learn more at www.alaencyclopedia.org 34 The Administrator’s Advantage January / February 2014 Copyright © 2012 United Parcel Service of America, Inc. UPS delivers overnight by 8:00 a.m. to more businesses and ZIP Codes than anyone. When you have urgent documents requiring a client signature, sometimes mid-day delivery just won’t do. That’s why we recently expanded the number of locations for our early morning, next-day deliveries — to help your clients avoid the waiting game and give your firm a true competitive advantage. Time is always an issue, so rely on UPS to help you reach more businesses and more ZIP Codes earlier than anyone. Serving more of your clients earlier. Now that’s the power of logistics. Put the new logistics to work for you. UPS is proud to support the Greater Chicago Chapter of the Association of Legal Administrators. For more information, contact Anthony Perrino at [email protected]. January / February 2014 The Administrator’s Advantage 35 AUTO Non Profit Org. U.S. Postage PAID Palatine P&DC, IL Permit No. 7052 A Chapter of the Association of Legal Administrators P.O. Box A 3936 Chicago, IL 60690 Special Thanks to Elk Grove Graphics for printing this issue of Administrator’s Advantage. 36 The Administrator’s Advantage January / February 2014 Non Profit Org. U.S. Postage PAID Palatine P&DC, IL Permit No. 7052 First-Class Mail U.S. Postage PAID Palatine P&DC, IL Permit No. 7052