Eight Actions Law Firm Associates Can Take to Succeed

I love hearing and sharing insights from successful professionals.  Thanks to Laura McClellan, Partner at Thompson & Knight for today's post.  

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Eight Specific Actions You Can Take to Evidence an Ownership Mentality

by Guest Blogger Laura McClellan

If you are an associate seeking advancement through the ranks to partnership – or, for that matter, a partner seeking to excel in that role – what are some specific actions you can take that demonstrate an ownership mentality?

  1. Volunteer for, and follow through on, non-billable tasks that benefit the section and the firm (e.g., provide meaningful service on committees; help with retreat planning and execution)
  2. Initiate client relations/business development activities. Cultivate sincere relationships with the clients you have contact with. Invite them to lunch. Think of them when your firm sponsors an educational seminar that might be of interest to them; invite them personally, and then attend and sit with them. Introduce them to colleagues in other practice areas.
  3. Do your tasks efficiently and well, spending the appropriate amount of time on the work and staying aware of clients’ concerns about the cost of legal services.
  4. Think ahead – what else needs to be done? Don’t just sit in your office waiting for the next assignment. We can make ourselves important to our clients by making their jobs easier; you show your supervisors that you can do this for clients (and thus earn more responsibility) by making your supervisor’s job easier.
  5. Be a problem solver, not only a problem identifier. If you run into a question you’re not sure about, put some thought into possible solutions before going to the senior attorney – not “Here’s this problem; what do we do?” but “Here’s the problem; I think we could solve it by doing x or y or z.”
  6. Be available and responsive. Clients want to know they can reach you when they need you, and that you’ll answer them promptly when they have questions. This is important at all times, but especially during a closing or other crisis
  7. Communicate. Keep the client (and/or your supervisor) in the loop. Copy (or bcc) them on email and other correspondence. Don’t wait to be asked about status; provide updates regularly. This matters to clients, so it matters to owners – just because you know everything’s under control doesn’t mean they know, so check in with them before they call or email asking what’s going on with their project.
  8. Honor your word. Never fail to meet a deadline or to do what you say you’ll do. In the early stages of your career, you’ll be given small pieces of a project to work on, often in the background. Senior lawyers will gladly relinquish more and more responsibility for matters if and when you show that you are both competent and 100% reliable. You show this by doing the things described above.

What have I missed? Can you suggest other “best practices” for cultivating and demonstrating an ownership mentality in your industry or profession?

Laura McClellan is a partner in the Dallas office of Thompson & Knight LLP, where she focuses her practice on real estate and real estate finance.  She is a fellow in the American College of Mortgage Attorneys and has been named in The Best Lawyers in America by Woodward/White Inc. (Real Estate Law, 2012).  Laura blogs from time to time at Real Estate Law Blog and can be reached at Laura.McClellan@tklaw.com.

Want to Succeed in Law? Adopt an Ownership Mentality

Laura McClellan CLR hi-rez.jpgToday's post comes from guest blogger, Laura McClellan, Partner, Thompson & Knight LLP

One of the keys to long-term success in a law firm (or, for that matter, any other business) is having an “ownership mentality.” Below are some thoughts on what it means to evidence an ownership mentality and specific behaviors that would evidence such a mentality.

First, having an ownership mentality means thinking constantly about how to ensure the business’s success.

  • An owner focuses on both the long-term, big-picture components of success, and the day-to-day issues of running a business. That is, an owner thinks about both the long-term task of building a practice and the day-to-day matters like how the electric bill will get paid
  • An owner’s thoughts about the business don’t stop at the end of the work day
  • The difference between an employee mindset and an owner’s mindset: An employee worries about losing his or her job; an owner worries about the business failing

Second, owners take personal responsibility for the business’s success. An owner knows that the business’s success will require his or her personal investment of time and money. Owners know that the buck stops with them. They don’t look to someone else to make things work.

  • Think as if you have no partners and the business’s success is entirely dependent on what you do. If you were practicing on your own, with no one to “get” work for you, what would you do on a day-to-day basis to make sure your business succeeds?
  • Owners are proactive. They don’t (because they can’t) wait for someone else to initiate business-building activity, but take the lead

Third, Owners constantly seek to understand their clients or customers and to look at the business from the client’s perspective. Owners understand that clients are the company’s reason for existence and therefore are indispensible to the firm’s success, and the company’s success or failure directly impacts the individual’s success or failure. Because they pay attention, owners know what clients want: top quality work product at a reasonable price. Owners are personally concerned with understanding and meeting each client’s needs. They pay attention to providing high quality work – giving every piece of work product their best thought, their best drafting, their most careful proofreading. In the law firm context, owners know that clients are concerned about the high cost of legal services; in response, an owner will work hard to spend an appropriate amount of time on the file by working efficiently.

As opposed to an employee mindset, an ownership mentality follows this overarching guide: Treat this business as if it is yours to inherit. Because it is.

Laura McClellan is a partner in the Dallas office of Thompson & Knight LLP, where she focuses her practice on real estate and realestate finance. She is a fellow in the American College of Mortgage Attorneys and has been named in The Best Lawyers in America® by Woodward/White Inc. (Real Estate Law, 2012). Laura blogs from time to time at Real Estate Law Blog and can be reached at Laura.McClellan@tklaw.com.

Lawyer Business Development Mindset: Do Something Everyday

paulablack.jpgLawyer business development guru Paula Black is all about action. Paula and I led a retreat workshop on Amelia Island, Florida last week. While I have been known to enjoy my naptime and quiet moments on the beach, Paula stays in constant motion. Her motto:  

Do Something Everyday

Taking Paula’s advice not only gets results, but perpetuates what author David Emerald calls “the virtuous cycle.” Here’s how it works.

The Changing Legal Ecosystem:  For many of my lawyer friends, the legal ecosystem has changed. When I started practicing in the early 1980’s those of us in big law expected to inherit the clients who had passed from generation to generation of lawyer at our firms. While it’s tempting to hope that this pattern will continue, when it comes to business development, “hope is not a method.” (A slogan borrowed from a brochure on reproduction distributed in my junior high health classs).

Client Demands:  My law firm clients find themselves in a new world where legally and financially savvy in-house counsel are fed up with fee increases and willing to take their business down the street or back in-house. Bright young lawyers who have trained with the best big law has to offer are more than happy to move to those in-house positions. In-house counsel is becoming the destination of choice for many great young lawyers who used to seek partnership.

Two Mindsets:  The pressure is on and outside lawyers can respond from one of two mindsets. That of Victim or that of Creator. These terms and the model outlined below come from Emerald’s great book “The Power of TED” and his wisdom fits the currently legal world perfectly.

The Victim Mindset. Lawyers who adopt the victim mindset see these new demands as happening to them, something they did not create, are not responsible for and are powerless to overcome. (By the way each and every day most of us have moments in this mindset triggered by things as mundane as heavy traffic and as serious as major illnesses.)

The Vicious Cycle:  When a lawyer is in a victim mindset, the focus in on the problem (not enough work), which in turn creates counterproductive emotions such as fear, anxiety, frustration and anger. And when you act from those emotions, you typically react by doing something that just makes the problem worse (think leaving early for happy hour or complaining).  That negative action makes the feelings worse, which makes you do more unhelpful things, and so on. The cycle repeats.

Creating a Shift:  So how do shift out of this cycle? According to Emerald, it’s about changing your focus to that of a Creator. A lawyer Creator faced with a changing legal environment, focuses not on the problem but on the vision he or she wants to create. For most of my clients, that’s doing challenging work they enjoy, to help clients they respect, while making a decent living doing it.

The Virtious Cycle:  When you focus on the vision, the feeling starts to shift from frustration and fear to commitment and passion. From that shift comes a single action---one step that takes you closer to the goal. The action creates a virtuous cycle by moving you closer to the vision, which creates more passion, then more actions and so on.

So, if you are stuck in a victim mindset and are ready to shift, take a pointer from Paula: “DO SOMETHING EVERYDAY.”

8 Things Legal Administrators Can Do to Develop New Attorneys

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Tracy Spore is President of the Dallas Association of Legal Administrators and Office Manager at Bowman & Brooke Dallas. Tracy asked me to advise her professional group on how they can help develop young lawyers. Her request reminded me of how tough it was for me starting out as a new lawyer and how much support I received. I hope the article for DALA, which is exerpted below, will offer some helpful ideas for legal professionals who work with new lawyers:



Attorney Development:  Is There an App for That?

Compared to many other entry-level professionals with whom I've worked, new lawyers are less prepared to practice their craft.  Until our IT departments come out with a smart phone application to bring them along, they will need your guidance just as I did.  Here are a few ideas for how to do just that:

  1. If you have the good fortune to work for a firm with personnel dedicated to lawyer development, look for ways to team with them to grow young lawyers.  As Chief Development Officer with a large law firm, I worked closely with my firm’s administrative leaders to make sure our lawyers got the full benefit of the training and resources available to them.  Our efforts ran in both directions.  I worked hard to make sure new lawyers received the full benefit of our technology and knew how to work better with our staff.  Our IT group, HR and staff leadership worked with me to make sure that I hit the right chords with our new lawyers in preparing them to effectively work with all of our firm’s resources, especially our incredible human resources.
  2. Point new lawyers to the local bar association for great development resources. Local bar associations provide great resources for new lawyers.  For example, the Dallas Bar Association offers a year-long structured transition to law program that pairs an experienced lawyer mentor to each new attorney.  In addition local bars often discount membership fees for new lawyers, making bar membership a bargain.  If your firm does not have a formal training program, this resource will be particularly valuable.
  3. Understand lawyer personalities.  As a group, lawyers are more time urgent, pessimistic, skeptical, sensitive to criticism and independently minded than the typical person.  I recommend taking a look at Dr. Larry Richard’s article Herding Cats: The Lawyer Personality Revealed to learn more. For those of us working with lawyers, tact, responsiveness to time demands, resilience and adaptability go a long way towards forging relationships. 
  4. Be a Mentor.  Firms often understand the need for attorney mentors. I would take it a step further. Newer attorneys need business mentors as well. This person may well be you. 
  5. Use a coach to manage individual and firm developmental challenges. When people and organizations need to change to meet the demands of the marketplace, good coaches can often get them there more quickly and with less effort. In many corporations, coaching is an investment made in top leaders and high potentials to help the organization grow and thrive. You can find more information on lawyer coaching in my American Lawyer Daily article, Do Lawyers Need a Coach?
  6. Ask new lawyers if they want to know more about the business of law.  When a new lawyer comes to you for help in opening a file, running a conflict, understanding billing and collections, dealing with a personnel issue, etc., it’s a great time to ask if they would be interested in knowing more about how this particular aspect of the practice works. 
  7. Client Development is key. The biggest complaint I receive from the young partners I coach is that they are ill prepared to develop clients and yet are expected to do so fairly quickly after entering the partnership. Engaging your marketing personnel, senior lawyers and others in helping young lawyers understand business development early in their careers is critical for their long-term success and for that of your firm. 
  8. Encourage your staff to offer help when they see a better way. In my experience lawyers are not very good at asking for help in understanding what they do not know. Reinforce to young lawyers the wisdom that your staff provides and the firm’s expectation that they will respect and utilize the wise people you have put in place to help them. 

In today’s fast paced and constantly changing law firm environment, young lawyers must hit the ground running and develop quickly. And yes, there is an app for that;  it’s you. 

 

Photograph by Victor1558.

Do Your Clients Know How Often You Think About Them?

Last weekend I had a computer crisis that I resolved via Apple's online chat support.  I typed my question and hit "Send."  Immediately a thought bubble appeared on the chat screen.  I love the thought bubble.  It tells me:

I heard you.  Don't worry that I haven't responded with an answer yet.  What you said is intriguing.  And I'm thinking about it right now so I can give you a response. 

Just like me, clients (and all people for that matter) want to know you care about them, even when they are not paying you to do that.  Chances are they know you are smart and competent or they wouldn't be your client.  But they need to be reminded often that you have their best interests at heart.

In person, you sometimes do that without being aware of it, by your body language, words and shout outs as you pass them in the hall. But when you are communicating remotely, by email, chat, etc., if you don't tell them you are thinking about them, how will they know?   

Here are few ideas:

  1. When you think about a client, send her an email and let her know.  Example:  "Yesterday at our firm lunch, several of my colleagues asked about you.  It made me think how much I appreciate you as a friend and client." 
  2. When a client sends an email request and you don't know the answer, send a quick reply back...."Let me give this some thought."  As your thinking and research progresses, keep him updated.  I often do this with requests that are sent to a group with the idea that not all will have a response, such as requests for referrals or recommendations.
  3. When you come across a new idea, article, or concept, ask which client might be interested, send her the information and tell her why you thought it would be helpful to her and her company.