Cynthia Sharp discusses practice management and activity mastery strategies that you can incorporate immediately into your practice as well as day to day personal lives. She shows you tools for organization and self management with a detailed explanation of how the diligent and persistent use of these tools can help you achieve balance in personal as well as professional lives.
- 1.Presented by Cynthia Sharp Professional CLE Speaker Attorney Business CoachWednesday, December 19, 2012
2. Wednesday, December 19, 2012 3. Strategies for Taking Charge of Your Life andLaw Practice Event Sponsor: December 19, 2012Wednesday, December 19, 2012 4. Business Expertise Business Creator Business Operator Business Innovator People Developer4Wednesday, December 19, 2012 5. Strategic Skills Manage client expectations Create a culture of client communication Deliver top notch client service Develop a powerful & loyal staff Stay on top of pending cases Minimize daily stress & irritation5Wednesday, December 19, 2012 6. 2 Top Areas of Ethics Complaints MRPC 1.4 Failure to Communicate MRPC 1.3 Lack of Diligence 6Wednesday, December 19, 2012 7. Insanity: doing the same thing over and over again andexpecting different results.- Albert Einstein7Wednesday, December 19, 2012 8. MRPC 1.3 A lawyer shall act with reasonable diligence and promptness in representing a client. 8Wednesday, December 19, 2012 9. Symptoms of Lackof Diligence Failure to timely le pleadings Missed court appearances/meetings Files have grown mold Numerous requests for extension9Wednesday, December 19, 2012 10. Causes of Lackof Diligence Too much work Procrastination Disorganization Incompetency Personal issues 10Wednesday, December 19, 2012 11. Procrastination is a mechanism for coping with the anxiety associated with starting or completing any task or decision. - Neil Fiore, Ph.D. 11Wednesday, December 19, 2012 12. 12Wednesday, December 19, 2012 13. MRPC 1.1CompetenceTo maintain the requisite knowledge and skill, alawyer should keep abreast of changes in the lawand its practice, including the benets and risksassociated with relevant technology, engage incontinuing study and education and comply with allcontinuing legal education requirements to whichthe lawyer is subject. - Comment 6 to MRPC 1.1 (as amended) 13Wednesday, December 19, 2012 14. Activity Management Concept - Covey QuadrantI. II. Urgent/Important Not Urgent/Important III.IV. Urgent/Not ImportantNot Urgent/Not Important 14Wednesday, December 19, 2012 15. The One Year Challenge 15Wednesday, December 19, 2012 16. The One Year Challenge 16Wednesday, December 19, 2012 17. The Ideal Week17Wednesday, December 19, 2012 18. The Ideal Week18Wednesday, December 19, 2012 19. Take Charge Plan19Wednesday, December 19, 2012 20. Branding Tip: Create a Culture ofCommunication 20Wednesday, December 19, 2012 21. Communication... A lawyer should promptly respond to oracknowledge client communications. - Comment  of MRPC 1.4 (as amended)21Wednesday, December 19, 2012 22. Duties to Prospective Clients...[a] person becomes a prospective client by consulting with a lawyer about a client-lawyer relationship with respect to a matter. - Comment 2 to MRPC 1.18 (as amended) 22Wednesday, December 19, 2012 23. 23Wednesday, December 19, 2012 24. Strong Case Management System 24Wednesday, December 19, 2012 25. Develop Rapport 25Wednesday, December 19, 2012 26. Ask Open EndedQuestions26Wednesday, December 19, 2012 27. Listen Actively 27Wednesday, December 19, 2012 28. Keep Client Informed28Wednesday, December 19, 2012 29. Dening The Terms of Client Service Retainer Agreement Non-engagement Letter Termination Letter 29Wednesday, December 19, 2012 30. Retainer Agreement Responsibilities of Lawyer Obligations of Client Scope of Representation Lay Out Stages of Case Payment of Costs Retainer Policy Billing and Payment Policies 30Wednesday, December 19, 2012 31. Retainer Agreement Grounds for Withdrawal Nonpayment Client Misrepresentation Failure to Cooperate Client Requests UnethicalBehavior Include Sunset Provision New Agreement for Each Matter31Wednesday, December 19, 2012 32. Non-Engagement Letter Anytime You Dont Accept Matter Recommend Second Opinion Be Brief and Polite Record of Transmittal 32Wednesday, December 19, 2012 33. TerminationLetter Reason for Termination Conclusion Nonpayment Conict Discovery Client Terminates Failure to Cooperate33Wednesday, December 19, 2012 34. Termination Letter How to Obtain File Status of Fees Client Satisfaction Survey Ask for Referral Ask for Testimonial34Wednesday, December 19, 2012 35. Client Relations Welcome Letter Client Satisfaction Survey Phone Appointments35Wednesday, December 19, 2012 36. Four Decisions Decide what you want Decide what you will give up to get what you want Decide to take personal responsibility Decide what value and service you are going to offer36Wednesday, December 19, 2012 37. Work/Life Balance 37Wednesday, December 19, 2012 38. Questions?Wednesday, December 19, 2012 39. Connect with Cindy like us follow us connect with us follow us share with us The Sharper LawyerWednesday, December 19, 2012 40. The Sharper Lawyer now offersa complimentary half hour coaching session.Email Cindy for more details! email@example.comWednesday, December 19, 2012 41. Thank You The Sharper Lawyer www.thesharperlawyer.com41Wednesday, December 19, 2012