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Practice Management Tips

Discover essential tips from Hal Davis on enhancing law practice management by embracing standards and technology. Instead of the traditional legal path, consider diverse career options, and streamline your processes with checklists and templates. Focus on doing things right the first time and use tools like Excel, Quickbooks, and digital dictaphones to minimize paper clutter. Leverage technology to collaborate effectively and utilize resources like listserves. This comprehensive guide will help you maximize efficiency, reduce redundancy, and elevate your practice to new heights.

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Practice Management Tips

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  1. Practice Management Tips By Hal Davis

  2. Look at the bright side! • Instead of a lawyer, you could be …

  3. An accountant!

  4. A photographer!

  5. A bungee jumper!

  6. A golf caddy!

  7. A construction worker!

  8. A computer geek in a cubicle!

  9. A jungle guide!

  10. A hot air baloonist!

  11. A train engineer!

  12. A zookeeper!

  13. A firearms instructor!

  14. 1. Standards are your friend • Hardware • Software • Checklist • Forms

  15. 2. Use YOUR lowest common denominator • Word processor • Spreadsheet • Voicemail • Accounting

  16. 3. Do it right the first time … or • Do it over … • And over … • And over … • And over

  17. 4. Get religion … use a bible • Become a slave to the system • Checklist • Forms

  18. 5. Essential practice components • Bible (checklist and forms) • Contacts • Calendar • Task list • Filing system • Notes

  19. 6. Accounting • By hand • Excel spreadsheets • Money by Microsoft • Quicken by Intuit • Quickbooks by Intuit • Legal billing system

  20. 7. Scan everything • Not paperless! • Less paper!

  21. 8. Use templates, not macros • It is easier to delete than create • Make templates complex • Keep macros simple

  22. 9. Don’t create documents one at a time • Use merge feature • Use section feature

  23. 10. Use autotext • Addresses • Letterhead • Case headings • Certificates of service • Jurat

  24. 11. Use these nifty tools • DYMO labelwriter • Scanner • Thumb drive • Mirrored hard drive • Digital dictaphone • Emporer’s copy machine • Emporer’s fax machine • Emporer’s credit card reader

  25. 12. No man is an island • Technolawyer • Listserves

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