Lessons Learned from Tipping Point by Malcolm Gladwell

I just read, well I listened on audible, the book by Malcolm Gladwell “Tipping Point”.

Here is a video about what I learned. Hint you need to start thinking about connectors, mavens, and salespeople.

Here are my 3 take a ways:

  1. You need connectors, mavens, and salespeople to grow your business.
  2. For the innovators to succeed they must learn how to translate what they created into something everyone else will use
  3. It doesn’t take a tremendous amount of effort to do something.  Small changes can make a big difference.

Here is a link to Malcolm’s website if you would like to learn more.  http://gladwell.com/the-tipping-point/

Here is a link to the Outliers book on Amazon.
The Tipping Point: How Little Things Can Make a Big Difference

Or you can subscribe to Audible like I do with the link below and get two free books.
Try Audible and Get Two Free Audiobooks

How Estate Planning Attorneys Can Get Paid Faster

One of the areas that attorneys have told us that they struggle with is getting paid in a reasonable time. Some attorneys have told us it takes them a couple of months to get their estate planning clients back into their office for signing and to get paid. This doesn’t have to be the case. Even if you are getting your clients back sooner than a couple of months you should watch the video on how to get paid faster.

In the video you will..

  • Learn about how the engagement letter effects your ability to get paid.
  • Learn about what type of credit card processing company you should be using.
  • Learn how to get the most out of sending your drafts to your clients.

To learn more about the Practical Planning System CLICK HERE

Lessons Learned from Joseph Flom and Outliers Book

This past week I read, well I listened on audible, the book by Malcolm Gladwell “Outliers”. I loved the book so much I created a video about what I learned. Hint it will change the way you look at your practice.

Here are my three take a ways:

  1. You need practice to perfect your craft
  2. Each of us has talents we can use to help us grow our businesses and practices
  3. Surround yourself with good people

Link to Andrew Bolson’s blog post on Lessons From an Outlier

http://rmfmclaw.com/wdpr/wp-content/uploads/2014/02/bolson-learn-from-story-joe-flom-njlawjournal-8-2013.pdf

Here is a link to the Outliers book on Amazon.
Outliers: The Story of Success

Or you can subscribe to Audible like I do with the link below and get two free books.
Try Audible and Get Two Free Audiobooks

Efficiency v. Effectiveness: There is a Difference

I have a confession. I always thought that if I was being efficient that I was also being effective. But last month I learned that there is a difference between being efficient and being effective.

It started when I had a chance to visit the Toyota car plant in Kentucky last month and watched the people on the assembly line. Over the past year I immersed myself in studying the Toyota Production System (TPS) and I got the opportunity to see it in action.

As I watched the people on the assembly line something stood out to me. The people on the assembly line did not seem to be rushed for time. They certainly had a job to do, but they focused more on being effective not necessarily speedy.  Plus, they let their tools work for them instead of letting the tools replace the people.

That day I learned that what I need to focus on is helping law firms be more effective.  To me being effective means that the people doing the job are focused on what really matters. You can be efficient at something, but if that something that doesn’t add value to your clients then why even do that task.  Sometimes we get so caught up in trying to be efficient that we forget to take a step back and see if we are being effective.

Our desire is to focus on how to help law firms be more effective.  We will also be developing new products beyond just Document Automation to help law firms get to what matters most by being more effective.

REAL Automation Solutions is hiring

We are helping firms succeed every day. If you know someone who is a great technology paralegal, please forward this email message to them.

  • The position we are hiring for is a Technology Paralegal. This person will help in the following areas;
  • Coordinate our 3 Point Document Automation Promise to ensure our clients are meeting their goals.
  • Test our client’s documents to ensure that we are getting to our goal of zero errors in documents.
  • Install automated documents on client’s computers.
  • Work with clients to ensure their documents are ready for automation.
  • Help with the client implementation of our Client Hub online interview.

Requirements

  • This is a 30 hour a week position.
  • This person should be based in Utah near Salt Lake City and will be a remote team member to start.
  • Solid understanding of technology.
  • Ability to implement IF THEN logic within projects.

If you are interested in this position, please submit a cover letter and resume to me at kmayberry@realautomators.com.

Why We Love Document Automation

Over 18 years ago, my wife and I fell in love with document automation. We love what it can do for firms.

It all started when my wife, Liz, took a class in law school on how to automate documents in HotDocs. She later went on to work as a trainer and consultant. Then, in 1998, my wife formed her own HotDocs consulting company.

Why was she drawn to document automation? Back then it had to do with the simple fact that it saves time and reduces errors.

So if you could cut in half the time it takes for document preparation time, what would you or your staff do with that free time?

We guarantee through our 3 Point Promise that you will get results and cut your document preparation time in half. Our 3 Point Promise is:

  • You will reduce your document preparation time by at least half.
  • You will reduce the number of errors in your documents by at least half.
  • We will ensure that your staff is trained on how to get the above results.

We know that unless you see the results that you are looking for and get a return on your investment, there is no reason to undertake a document automation project. This is why we are passionate about helping you create a baseline of how long it takes to create your documents before automation and after automation.

During the initial 30 minute meeting at your office, we will go through the process and show you how to track time to create a baseline. Once the data is entered into our system, we can then create a report that shows you how much time you are currently taking and how much time it will take after document automation.

Contact us today to schedule your consultation.

Tracking Your Client’s Work

Over the years I’ve had a number of conversations with attorneys about how they track their clients. Most of them feel that having a software package like Clio, Time Matters, or Amicus would help solve the problem. Up until the past few months I would have agreed that a client management software is the best way to handle tracking a client’s work.

Until I had a conversation with Jeff. He is an attorney I’ve known for over 7 years. I was talking to him back in January about how he tracks the work for his clients. He said that he has a board in his office that he uses. He has looked at other ways to do it but none have worked as well.

Then a couple of months ago I got the opportunity to take a tour of one of the Nationwide Insurance IT departments. The department that I visited spends about $500 million a year. A company that has that much money to spend would most certainly be using a sophisticated tracking software that is far superior to what Clio and other client management software can do, right?

Nope, they are using visual management for all of the tracking that is done.

I still believe in client management software. Beyond tracking what needs to be done it provides a superior way to handle other necessary tasks. But when it comes to tracking tasks for clients, I now believe that there is a better way to handle it. As they say, the proof is in the pudding.

Since that time our company has implemented our own Visual Management System and I have had a chance to help one of our clients implement it in his office. I called him up a few weeks after I helped him implement it. He told me that it has helped him better understand what needs to be done next, his desk has stayed cleaner, and he has been able to bring in more clients because he is more organized.

So how do you start?

Here is a picture of Visual Management System that I created to show you what I mean. On it you can see what is done and what the next step is. Everyone one else can also see what needs to be done.

IMG_0578-2

 

The key to having a successful Visual Management System is to have a process in place that ensures it is updated as tasks are completed.  If you would like to talk about the needs in your office, please call us at 801-766-3183.