« July 2007 | Main | November 2007 »

Sunday, August 26, 2007

Travel Intelligence for Busy Lawyers

PCWorld, known best as a technology publication, sometimes ventures out of that sphere, as in this article about the best hotels for business travelers.  It references recent surveys by JD Power & Associates and Consumer Reports to gauge overall satisfaction with dozens of hotel chains, from budget chains to luxury "collections". The overall winners? Ritz-Carlton in the Luxury category (no surprise), Homewood Suites in the Extended Stay category (great for out of town trials), Renaissance and Embassy Suites in the Upscale category.  I like Renaissance hotels, but prefer Westins when possible.  (Love that Heavenly Bed!)

I must admit I gladly trade free in-room wireless for my Heavenly Bed. Most upscale and luxury hotels (except Omni Hotels) charge $12-15 a day for acccess, while most mid-scale and budget hotels include it for free. So when I can't get the bed I want, my next criteria for selecting a hotel is free WiFi. HotelChatter has the Best WiFi Hotel list to help make the right choice.

Booking hotels through travel sites is quick, but surprisingly don't always offer the best deals. I use travel sites to find good deals, but then call my selected hotel directly to inquire about local or unadvertised deals. Sometimes that simple phone call pays off: Not long ago I called the Omni Parker House in Boston and was quoted a rate for a standard room. I asked if they had larger rooms for families. Yes they did, came the reply. They had deluxe rooms that were twice as large, but the same rate as the standard room. If the phone inquiry doesn't yield a bargain, I book through the website. I seem to trust websites more these days to get it right!

The PCWorld article also referenced my favorite travel website, TripAdvisor. This site has saved me from disasters several times, including a time I was booked into the Beverly Hilton. I learned from recent traveler posts on TripAdvisor that the hotel was being renovated, so I called in advance and requested a room away from the construction. Other people at the hotel complained all week about the noise and debris, while I was in a quiet, newly-renovated room. The site is also great for getting restaurtant recommendations, although I prefer Chowhound too.

Finally, my brother-in-law introduced me to the best rental car website called RentalCarMomma.com. Not only is it a great name, but they often have the best prices from major brands across the country.

I will close this post and resist the temptation to complain about the quality of air travel today. As my mother taught me, "if you don't have anything nice to say about a person or airline industry, then don't say anything!"

Happy trails!

Thursday, August 23, 2007

Plan to Attend the 2nd Annual National Solo and Small Firm Conference

I am excited to be going to this year’s National Solo And Small Firm Conference in Philadelphia on October 5-6, 2007. Sponsored by the ABA GP Solo Division, this conference is becoming one of the premier networking and educational events in the country for lawyers in smaller firms. The event will be held at the Hyatt Hotel Penn’s Landing, with an all-star line-up of seminars, networking opportunities, legal-focused exhibitors, and social events. Plus, it is a great opportunity for the Solosez on-line community to meet in person to extend the networking, fun, and fellowship.

I look forward to attending the conference to visit old friends, make new ones, and to co-present several seminars. If you have never been to a national bar meeting (such as the ABA Techshow or Annual Meeting), then I encourage you to block October 5 and 6 off your calendar, and make your plans to attend now. There will be many lawyers from all over the U.S. and beyond, from diverse practice areas, that you will not only learn new ideas and make new friends, but expand your business referral network too.

I look forward to seeing you there!

Thursday, August 16, 2007

Congratulations to Jay Foonberg

My congratulations to Jay Foonberg, author of numerous books to help lawyers, including "the bible" for new law firms, How to Start and Build a Law Practice, for receiving the ABA Sam Smith Lifetime Achievement Award at the 2007 ABA Annual Meeting. I was pleased to be part of the crowd honoring Jay at the City Club of San Francisco, and to watch the presentation of the award. Jay is an icon in the legal profession, and many of us owe him a continuing debt of gratitude for his books, articles, checklists, and seminars to help make us better lawyers.

Thanks, Jay!

Wednesday, August 15, 2007

Best of the ABA in San Francisco

I just returned from the 2007 ABA Annual Meeting in San Francisco, so thought I'd share a few thoughts, comments, and new ideas:

I had the pleasure of presenting Technology for the Rest of Us with the incomparable Tom O'Connor of the Legal Electronic Document Institute. We had a great audience, with whom we shared information and gained new knowledge, such as:

  • Dual LCD monitors are now becoming standard issue on busy lawyer desktops. One screen can be used for doing work one documents, etc., and the other for managing your calendar, clients, tasks,and email. Combined, they take less space than the old CRT monitors.
  • Remote back-up for all computer files is also quickly becoming the new standard in protection for law firms. Due diligence is needed when selecting a vendor to keep these files confidential.
  • Adobe Acrobat Professional 8.0 continues to impress every lawyer who sees it in action, especially as to creating searchable text PDFs, redacting, and e-mail features with Outlook.
  • Smaller firms have yet to feel the impending impact of EDD.  Many big firms have head-on experience with EDD, but it doesn't seem to have affected many smaller litigation firms--yet.
  • More of our audience--from across the spectrum of firm sizes--were interested in document management technology than case management software. This confirms a trend I've been seeing for some time.

I also had the pleasure of meeting solo lawyer, Brian Hermanson from Ponca City, Oklahoma, and serving with him on a panel for the National Conference of Bar Presidents Metropolitan Bar Caucus.  The panel discussed innovative ways metro bar associations can serve their solo and small firm members. Our suggestions included:

  • Delivering CLE across numerous platforms, including podcasting (some bars are doing this already).
  • Conducting surveys to gather market intelligence on staff salaries, hourly rates, and marketing trends for smaller law firms.
  • Entering into co-branding agreements with the ABA and other bars to distribute their books, articles, and content to their members.

It is clear that many bars want to do more to assist solo and small firm practitioners to improve their practices and the delivery of service to their clients.

From a terrific panel of firm financial managers moderated by Ed Poll, comes these interesting ideas:

  • Firms are taking advantage of the new check scanners offered by some banks to more quickly and securely deposit client checks.
  • More firms are closing their billing on the 25th day of each month to get their bills into the "first of the month" billing cycle of clients--both businesses and individuals.
  • Law firms are putting more pressure on partners to collect bills sooner (nothing new there!), but they are using automated e-mail and other added technology features now available in many time & billing programs to keep the pressure on, well, automatically!
  • Larger firms are doing more to ensure that each new client matter has a signed representation letter or agreement before starting any work. This is a smart practice, and is just one area where large firms tend to lag behind smaller firms.   

And finally, I was able to enjoy a bit of San Francisco hospitality with friends, Jim Calloway, Sharon Nelson, John Simek, the aforementioned Tom O'Connor, and others, but I made a late night solo trek to one of my favorite restaurants, Brandy Ho's in Chinatown for their amazing Smoked Duck Hunanese. It isn't the fanciest restaurant in San Francisco, but it is where I left my heart!

Monday, August 06, 2007

The World’s Greatest Balancing Act: Creating a Vacation Communication Policy

   I recently returned from a glorious two-week family vacation in the mountains of Montana. It has only been in the last several years that I have allowed myself the annual luxury of a two-week vacation. The value of the second week is immeasurable. I can attest to that which psychological experts agree: Busy professionals need two consecutive weeks of vacation to eliminate the effects of stress, truly relax, and fully rejuvenate.

   However, being out of the office for two weeks can itself cause serious stress and anxiety. The main questions are whether to stay connected to the office by e-mail and cell phone; and, if so, how to best do it. As I prepared to leave the office for two weeks I consulted my conscience whether to stay connected all, and if so, how to connect without intruding on this important rejuvenating time. I still had not decided what to do as I placed my Kensington Contour bag with my laptop, Blackberry, and cell phone in the overhead compartment of our airplane. Thank goodness for airline magazines.

One of the feature stories in Sky magazine detailed the author’s search for balance using his Blackberry. The story contained numerous examples of how and when various professionals used their Blackberry. I learned just how abnormal normal is today. And I realized that I don’t really have a serious Crackberry problem, but I still needed to figure out the proper balance during vacation.

As the sun rose on the third day of my vacation, I realized I finally had to make some decisions. The easiest decision was to rely on the out-of-office greeting on my phone, and not try to deal with voice mail messages in any way, shape, or form. However, I decided to keep my cell phone powered on and with me in case there was a business emergency. People who need to reach me can reach me through my office even if they don’t have my cell number. This gave me peace of mind without my having to check my phone messages daily.

This method worked for me, as I only checked my phone mail messages once–just two days before the vacation ended. I did make several calls too; more on that in a minute. I received several calls too, including one in the most remote location. We were hiking up Beehive Basin in the Gallatin National Forest–about 9,000 feet above sea level and miles from civilization–when my cell phone rings. (And why is there cell coverage way out there and not in half the places I really need it?) Frankly, I was so out of breath at the moment I almost didn’t answer. It turned out to be Deb Matthews, co-chair of the National Solo and Small Firm Conference, sponsored by the ABA GP Solo Division. She was calling to formally invite me as a speaker for this event--a call I’m glad I did not miss. We completed our call--between my huffing and puffing--in a matter of minutes, so I was back on the trail with my kids, nieces, and nephews enjoining the scenery in no time.

My decision on how to handle e-mail was just as easy, but a bit more difficult to implement. I decided I wanted to frequently check e-mail but not make it so easy that I would be checking it often. That precluded use of my Blackberry. So on the fourth day of vacation, I awakened an hour before the rest of the family to check my e-mail. When checking e-mail I decided to do three things: first, I deleted spam and any other junk messages clearly cluttering my Inbox. Second, I checked for responses to e-mails I sent prior to leaving on vacation. Reading the responses gave me peace of mind that tasks were being accomplished while I was out of the office. This actually helped me to relax, rather than to wonder what was going on in my absence. Finally, I checked for emergency incoming e-mails. Only those e-mails from certain people or on certain topics. I resisted temptation to read or respond to e-mails that could wait until my return. I responded to less then a half dozen messages per day, and closed up my laptop within the 60 minutes I had allotted myself.

This early-morning arrangement worked well most of the time, but there were days when the family arose at the same time, so I lost this hour of peace and quiet. After two consecutive days of missing this time, I succumbed to checking e-mail via my Blackberry. I knew I shouldn’t have brought it along on our day trip, but I knew there would be some downtime in which to sneak a peek. Although I broke my promise to myself not to use the Blackberry, again I found myself with peace of mind because instead of wondering what was going on back at the office I knew what was going on. I peeked a few more times over the next several days; I tried not to let my sneak peeks intrude on my vacation or family time. The Blackberry is just always on and so easy to use, it’s hard not to just steal a minute. However, all that sneaking around adds up to lost personal and family time. In the end, the best antidote to carrying my Blackberry was to check my e-mail each morning on my laptop.

So what it I learn? I learned to be better prepared for my next vacation. I will continue to bring my cell phone, Blackberry, and laptop. Each played a role in helping me to enjoy my vacation and to stay connected to the outside world to the extent I desired–which, I think, is the moral of this story: I took control of the communication, albeit tentatively at first, to make it work for me. I had the right tools to allow me flexibility to ultimately choose the right ones. I determined how people could reach me and how I would respond. I did it in a manner that balanced my professional, personal, and family needs, that helped me to enjoy our family vacation, and not worry about being gone for two weeks or having an avalanche of e-mails when I returned.

I think I’ll do it better next year or wherever our travels take us, and I encourage you to do the same. Take time to plan your communications strategy but understand it may take a few extended trips to make it truly work.