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Coach Law
United States
Registrace 22. 08. 2022
I want make it easier for you to run your law firm. I have videos on my channel with strategies and tips to help you manage your firm with less stress.
Just a handful of years out of law school, I found myself buying a 30-year-old law firm. Blessing or disaster? Well, a bit of both. I was grateful for the chance to own a business, but I often felt like I was swimming upstream. Payroll. Hiring. Finances. Management. Technology. I had to learn a ton of new skills and there were employees counting on me to make the right decisions. I’ve learned some things along the way, and hope they help YOU run a more streamlined firm.
CoachNateLaw@gmail.com
www.coachlaw.biz/
Just a handful of years out of law school, I found myself buying a 30-year-old law firm. Blessing or disaster? Well, a bit of both. I was grateful for the chance to own a business, but I often felt like I was swimming upstream. Payroll. Hiring. Finances. Management. Technology. I had to learn a ton of new skills and there were employees counting on me to make the right decisions. I’ve learned some things along the way, and hope they help YOU run a more streamlined firm.
CoachNateLaw@gmail.com
www.coachlaw.biz/
File organization: for law firms (in the cloud!)
How to organize files for your law firm? First, you will need some kind of cloud back-up system. Then, I use a simple folder system for law firm cases. Cases are named and then move from folder to folder as they progress. I have folders for active clients, inactive and consults (hopefully future clients). I then organize my cloud files by type of law. Then, I have a specific list of items inside each case file. Let me know how you organize your law firm!
▶ Let's connect:
➡ Say hi 👋 in the comments and let me know where you're located
➡ Website: www.coachlaw.biz/
➡ Email: CoachNateLaw@gmail.com
▶ Please SUBSCRIBE!
Hit the BELL 🔔 icon to be notified of my new videos each week (after you've subscribed, the bell is next to the subscribe button)
▶ About Nate Law
I want make it easier for you to run your law firm. This channel has strategies and tips to help you manage your firm with less stress. I own a mid-sized law firm in Oregon, and have learned a lot along the way. Just a handful of years out of law school, I found myself buying a 30-year-old law firm. Blessing or disaster? Well, a bit of both. Here's hoping you can learn from MY mistakes.
▶ What to watch next:
5 low-cost law firm marketing ideas: czcams.com/video/nOmib6u_FZ0/video.html
Tips to manage legal assistants: czcams.com/video/3XfA2NEo_Qs/video.html
Things I love about Clio: czcams.com/video/KB1E0d314GI/video.html
Find a niche for your law firm: czcams.com/video/1vrUGetrNVM/video.html
#startalawfirm #lawfirmlife #attorneycoach
▶ Let's connect:
➡ Say hi 👋 in the comments and let me know where you're located
➡ Website: www.coachlaw.biz/
➡ Email: CoachNateLaw@gmail.com
▶ Please SUBSCRIBE!
Hit the BELL 🔔 icon to be notified of my new videos each week (after you've subscribed, the bell is next to the subscribe button)
▶ About Nate Law
I want make it easier for you to run your law firm. This channel has strategies and tips to help you manage your firm with less stress. I own a mid-sized law firm in Oregon, and have learned a lot along the way. Just a handful of years out of law school, I found myself buying a 30-year-old law firm. Blessing or disaster? Well, a bit of both. Here's hoping you can learn from MY mistakes.
▶ What to watch next:
5 low-cost law firm marketing ideas: czcams.com/video/nOmib6u_FZ0/video.html
Tips to manage legal assistants: czcams.com/video/3XfA2NEo_Qs/video.html
Things I love about Clio: czcams.com/video/KB1E0d314GI/video.html
Find a niche for your law firm: czcams.com/video/1vrUGetrNVM/video.html
#startalawfirm #lawfirmlife #attorneycoach
zhlédnutí: 593
Video
Numbers to track for LAW FIRM PROFIT
zhlédnutí 161Před 8 měsíci
To have a profitable law firm, you should be paying attention to some things: law cases opened, how many new client consultations you have, website inquires, and where your referrals are coming from. You can also track things that have to do with the process of running your law firm: cases filed and items scheduled (trials, depositions, mediations, settlement conferences, etc.). Lagging indicat...
Stop PAYING to advertise your law firm
zhlédnutí 152Před 8 měsíci
If you are investing in online paid advertising, and just crossing your fingers hoping it works - stop! Watch this video before you spend any more money on leads that your law firm cannot convert. a nagging, uneasy feeling that you are paying your marketing agency too much, or throwing money at pay-per-click ads without a sold plan, I'll give you five action steps to confidently approach your o...
Should you get a LAW FIRM PARTNER??
zhlédnutí 89Před 9 měsíci
If you're a solo lawyer considering taking on a law firm partner, this video is for you! Taking on a "partner" is an age-old way to grow any business, but why should a lawyer consider taking on a partner in their law firm? Beyond just growing the business itself, there are many personal benefits to sharing ownership in a small law firm. Add case capacity Add billing Long-term Commitment Economi...
15 reasons to start your own LAW FIRM
zhlédnutí 1,8KPřed 9 měsíci
Benefits to starting and owning a law firm here they are. The bottom line is that you have more freedom as a law firm owner (this includes financial freedom and freedom to do what you want). Your income as a law firm owner is not capped, and you have a potential for a very high income. You can pick your hours, size, clients, location, etc. Lawyers are needed and (even with advances in A.I.) it ...
Legal STAFF: how to define roles
zhlédnutí 90Před 9 měsíci
Clear roles for your legal staff. What roles does each person have at your law firm? Do they know their duties and does everyone else understand their colleague's task list? You can utilize Key Results Areas (KRAs). This can be financial or task-oriented. Some examples may be: ensuring accurate client data or timely data entry. How to implement these KRAs? First, outline them for employees, the...
Plan your day for MAXIMUM output as a LAWYER
zhlédnutí 83Před 10 měsíci
Here's how to be super productive as a lawyer with LOTS to do. Plan your day for maximum output. Three main things will determine your energy level: law clients, staff and the tasks you are doing as a lawyer. I don't have my best energy in the morning - I naturally ease into my work, so it helps me if I have an early morning meeting or court hearing because then I get energized. Accountability ...
How I use TASKS in CLIO Manage (as a law firm owner)
zhlédnutí 1,8KPřed 10 měsíci
I love using Tasks in Clio Manage. It helps me be way more productive and have better communication within my law firm. In this Clio tutorial, I walk you through my system for the tasks area and how to assign a Task in Clio. You can assign a Clio task to yourself or to an employee, and I also talk about how it's helpful to assign it to a matter. Let me know if you use Tasks, and what other Clio...
FINANCIAL checklist for lawyers (law firm owner monthly tasks)
zhlédnutí 76Před 10 měsíci
Monthly financial checklist for law firm owners. I used to forget essential tasks that I needed to do each month to run my law firm. Payroll is obviously incredibly important (also a huge cost, and it also requires some mundane task management). Here are the things I do each month to ensure payroll goes smoothly at my law firm. This also includes things like paying bills, quarterly taxes and re...
This checklist will SAVE YOU! Law firm owner annual checklist
zhlédnutí 146Před 10 měsíci
Law firm owner's essential annual checklist. There are SO many things you need to remember as a business owner. I had years where I would forget to pay taxes, or update my State Bar dues for the attorneys at my law firm. After a couple years, I created this checklist for myself of ALL the tasks I need to to as a law firm owner. Download it for free here: coachlaw.newzenler.com/f/owners-annual-c...
4 steps to DELEGATE tasks as a law firm owner
zhlédnutí 89Před 11 měsíci
4 steps to DELEGATE tasks as a law firm owner. I know it can be hard to offload tasks as a busy attorney, but it can be essential as you grow your law firm. I like to share my thinking and communicate the WHY behind a task. Creating systems for delegation in my law firm is key. I use the Wiki feature on Teams, Loom and task lists in Clio. I also go over how to give constructive criticism to leg...
How to request GOOGLE REVIEWS for your law firm (5 star attorney!)
zhlédnutí 259Před 11 měsíci
How to request GOOGLE REVIEWS for your law firm (be a 5 star attorney!). We know that Google reviews are important to any law firm so make it part of your opening and ongoing process when working with law firm clients. Continually ask for feedback. Put it on your closing checklist and specifically ask for a Google review. Then, review the results with your law firm management team or staff. How...
7 reasons to charge clients a FLAT FEE as a lawyer
zhlédnutí 390Před 11 měsíci
As an attorney, you may have thought about switching from billable hours to flat fees. I think that flat fees are far better because it puts the client first and gives them move of a choice (which attorney services do they want to pay for?). Charging a flat fee as an attorney also focuses on efficiency, results and it gives your law firm a predictable cash flow. I'm trying to get ride of billab...
How to CLOSE law firm clients
zhlédnutí 149Před 11 měsíci
How to CLOSE new clients in your law firm. When I started my law firm, I had to learn how to "sell" myself to potential clients. In this video I'll go over how to listen to their real problem and gauging their knowledge of the situation. You should always leave them with a takeaway by providing a quick initial value. Let me know what your best tip is for getting clients. Try Clio for free: www....
Law firm owner compensation (how much to pay yourself?)
zhlédnutí 294Před rokem
Law firm owner compensation (how much to pay yourself?). For a mid-sized firm, I recommend the owner's pay should be about one third of the profit. This percentage will change depending on the size of your firm: when you're a smaller firm or solo attorney, your pay will be a larger percentage (as you don't have as many expenses). But, as your law firm reaches the million-dollar mark, the percen...
20 weird marketing ideas for lawyers (get more clients!)
zhlédnutí 381Před rokem
20 weird marketing ideas for lawyers (get more clients!)
10 things I would do DIFFERENTLY when starting my LAW FIRM
zhlédnutí 1,9KPřed rokem
10 things I would do DIFFERENTLY when starting my LAW FIRM
How i bought a MILLION $ law firm at age 30
zhlédnutí 371Před rokem
How i bought a MILLION $ law firm at age 30
8 things I LOVE about Clio Manage (best law practice management software)
zhlédnutí 9KPřed rokem
8 things I LOVE about Clio Manage (best law practice management software)
My likes and DISLIKES about being a lawyer
zhlédnutí 55Před rokem
My likes and DISLIKES about being a lawyer
Find a NICHE for your law firm (& increase profit!)
zhlédnutí 217Před rokem
Find a NICHE for your law firm (& increase profit!)
5 low-cost law firm MARKETING ideas (get more clients as a lawyer)
zhlédnutí 880Před rokem
5 low-cost law firm MARKETING ideas (get more clients as a lawyer)
Law firm MISTAKES that over-complicate your business
zhlédnutí 61Před rokem
Law firm MISTAKES that over-complicate your business
Tips to design your LAW FIRM (processes & workflow)
zhlédnutí 341Před rokem
Tips to design your LAW FIRM (processes & workflow)
3 KEYS to manage legal assistants at your law firm
zhlédnutí 400Před rokem
3 KEYS to manage legal assistants at your law firm
Does anyone know if clio management software have screening services when you have a staff lawyer who has a conflict?
Hi John! Clio does not automatically screen for ethical lawyer conflicts. But Clio makes it very easy to search names throughout its system so that you can very quickly identify whether or not you’ve previously represented someone in your new potential case. The Clio global search function is basically second to none, but firms must still rely on their own judgment as to whether a conflict exists or not. Hope that helps.
Love the simplicity and find-ability of this system!
Outstanding video! ❤ Thank You!
Glad you enjoyed it!
I'm currently a 19 y/o law student (UK), looking to start a firm upon completion of the SQE. This has been a really useful and motivating channel for me, and it's good to hear it's a realistic goal! Cheers
I'm so glad. Thanks for watching!
Do you think it's possible to start your own real estate lawyer firm right out of school, with no experience?
I think anything is possible (within reason)! You will need to be diligent about researching the real estate market and how to run a law firm. It will really help if you find a mentor. This can be another attorney who has done this, a consultant you pay, or find a class or mentorship group. Do you have previous experience with real estate? That would be beneficial for that niche also. An alternative that some people would prefer is working for a real estate firm for a few years, then venturing out on your own.
Absolutely possible. ❤
Wow I subscribed this is the message I needed. Studied law but never practiced but this is the encouragement I needed to just do it even after being licensed for years. Thanks so much. I look forward for more content.
Thank you for subscribing and I'm glad you found this video helpful.
This is almost identical to mine, at least for what little litigation I do. I would add though a folder for "Engagement-Billing-Expenses". Probably the most important folder I have is called "To Review". The To Review file is a catch-all for all the documents and communications that come in for that matter. The person receiving the mail scans it and puts it in the "To Review" folder and puts a task on the attorney's task view saying to review that case. I call my drafts folder "Working Docs" and it contains anything from sample language, forms and drafts, plus I have a subfolder E-file notices. I do a lot of business startups where I have "Corp Book Docs" for everything that should be kept in client's corporate book. I also have "Recorded Docs" for real estate. Or "Executed Docs" for a contract case. Basically, you want a folder with PDF's of all the final executed documents for whatever kind of matter you are doing.
Thanks for sharing!
Brilliant content. Thank you for sharing. Australia is new to Clio Software so info like this is helpful when doing our due diligence 😃
Glad it was helpful!
Love this! Thanks, we will not be using Asana any more thanks to this.
Glad it was helpful!
I started a law firm in March of 2021 in South Africa. Enjoyed your video. Realy related..
Thanks for watching and I'm glad you enjoyed the video.
This video is awesome! I find it extremely informative! Can you discuss fee structure more indepth? Such as when to use hourly vs flat fee vs retainer vs multiple simultaneously?
Thank you for your feedback! I strive to use flat fee as much as possible, but sometimes find that in litigation cases it still makes sense to use and hourly fee structure. Personally, I do not do a mix of hourly/flat fee billing on a single matter for a single client, but I do have several hourly-billed clients in addition to my predominately flat fee cases. Whether it is hourly or flat fee, the first thing to consider is whether you (as the business owner/lawyer) can afford to do the work at a particular price point. The second is whether it makes sense to the client and to make sure they see the value they are getting for that particular cost. You can break flat fee cases into “stages” such as negotiation, discovery, pre-litigation, litigation, etc., and have certain prices for each stage rather than demanding an entire case fee up front. This often works for both the client and the lawyer.
I just want to write a really good review for my Attorney. Plain and simple. Can you please help me out ?
As an attorney that really appreciates good reviews, I think this is awesome. Any review or positive affirmation is likely to be appreciated by your attorney. If you want more direction, consider breaking your review down as follows: What type of issue were you having that let you to hire your attorney? What did the attorney do for you, or what was unique about how they solved your issue? How did the results of the case impact your life?
@@CoachNateLaw thank you for getting back to me and for your good advice too. 😊
Im 35 years old and Im going back to school to be a criminal lawyer. You hit it right on the spot, reason Im doing it is because of my past experiences and I don't want anyone else to go through the 3 years I had to go through
Thanks for watching. I hope you find much success in the criminal law field.
Thanks for making this video.
Glad it was helpful.
Very helpful thanks. I would add one further folder to your 7, namely: Bills!
Great tip! Thanks for watching.
I’m trying to use the MailDrop. I’d rather use it as a CC, than a BCC, so the responses also go in the file automatically. The mail drop address is ugly, is there any way to fix that?
I frequently use it in the CC as well, although I have not found a way to make the link any less ugly. And to encourage responders to “reply all” so that all the responses automatically go into the Clio matter, I incorporate a message like this into my Email signature: ** Please do “reply all” to this email so that our organizational system maintains the entirety of the communication chain. **
I liked your web workflow that you shared, helped me see visually how you organize. Thanks for this!
Thanks for watching.
Do you have a system for organizing files?
Interesting. What’s your thoughts on software like Clio that organises a lot of these things?
Organizing files in Clio is great, especially for sharing files amongst team members, or co-counsel with other firms. One downside is that the visual user interface or file structure looks a bit different than what Microsoft users are used to. So it can take some familiarizing.
I don't like tracking numbers, so helpful to know what matters.
I feel that! It's good to focus on just a few.
Helpful, thanks!
Glad it was helpful.
😊
Thanks for watching!
Paying for advertising didn't pay off for me at all. It's much better to network with other lawyers, especially ones who don't practice in the same county or area of practice.
Yes! Thanks for watching.
Google review is key. It's the first place that most people will come into contact with seeing your business.
Agreed!
Following up is like the not so secret secret, maybe because people have a harder time doing this step?
Yes, so true. It seems obvious, but harder to put into practice
I agree with the website thing--there are so many over-complicated, unclear websites out there.
Thanks for watching.
Have you tried pay-per-click advertising for your law firm?
This is so helpful! Thank you.
Oh good! Glad you found it useful
I like that you mentioned diverse strengths. Having a business partner could help in drawing out strengths that we don't personally have.
Thanks for watching.
Number 10 is so important for a successful firm!
Yeah!
Interesting video!
Thanks! I really appreciate it
Love all the flexibility in owning your own law firm.
The flexibility is great.
I would have never expected it to be a low start up cost!
Right?!
NICER Fiduciaries earn 850% more than planners starting on a shoestring putting others needs ahead of their own.
Do you own a law firm, or are you thinking of starting one?
Clear, concise roles is important for employees to work efficiently. Thanks for explaining this well.
You're welcome, glad you enjoyed it.
This was broken down really nicely with some ideas
Thank you!
How is your legal staff doing? Any problem areas?
Hey Coach Law , you're making great videos ! I was wondering if I could help you enhance editing in your videos and also make a highly engaging Thumbnail which would help your video to reach a wider audience . Pls let me know what you think ?
Hi! Thanks for watching and commenting. Could you send me a price list? coachnatelaw@gmail.com Thanks!
@@CoachNateLaw Hey Man I have send you the email , have you checked it ?
Yes, thanks!
I've been working to be more intentional about my email and only going in there a couple times a day. It's hard, but definitely helps me stay focused on the more important tasks!
Yes, love it!
What tasks give you the most energy? Are there any clients that you need to tweak your relationship?
Love the breakdown of task prioritization based on energy
Thanks for watching.
I've never used Clio, thanks for showing us how it works!
Glad to help!
This seems really intuitive for organization
Thanks for watching
👏
Thanks for watching!
Thanks for watching! Here's the checklist: coachlaw.newzenler.com/f/owners-annual-checklist
I love a checklist. This is great!
The best!
This is helpful to see the breakdown and how you keep track of everything.
Thanks for watching.
This makes me want to really get organized in my own business!
Oh good. Let me know how it goes.
Thanks for sharing your detailed checklists. This is really helpful!
Thanks for watching
Super organized, thanks!
No problem!