The National Creditors Bar Association Law Practice Management Blog

Booking initial consultations are essential for most law firms.  That’s how the vast majority of lawyers vet their potential clients, and determine whether or not they are a fit for the firm.  It’s also a way to test your potential client’s payment bona fides , which is why the majority of attorneys who hold initial consultation meetings, charge for those.   Of course, actually collecting that payment, has always been the hard part.     But , now: it’s a whole lot easier.   Scheduling tools and customer relationship management softwares are beginning to incorporate scheduling and payment into a single process, or unified workflow, such that booking requires initial payment .  This makes the whole process seamless, for both the potential clients and the ir potential lawyers.     Calendly , for example, is an automated scheduling tool that integrates with Stripe for payment .  And, users of Lawmatics , a law firm customer relat...

Law firms have not necessarily used data to their advantage, like other businesses .  But, you know what they say: better late than never !  And, if you haven’t tried launching and managing KPIs in your law firm , there’s no time like the present, for doing just that. Now, KPIs (key performance indicators) are simply numbers derived from statistics that define part of a law firm’s process .  For example, utilization rate is a function of how much work time actually gets billed .  And, net promoter score is a function of how willing your clients are to recommend you .  And, lean methodology offers a number of process-oriented KPIs for law firms .  You get the idea.     Law firms can launch firmwide KPIs, which would apply to the firm, as whole .  Or, law firms can generate individual KPIs, for specific staff, or employees.  But, really there are at least two ways to utilize KPIs in the law firm environment.  One option is...