You MUST read this

I am not a fan of providing links to other sites. You know that by now. But, this is one I have to provide.

My friend Grant Griffiths and Michael Sherman of the Alabam Family Law Blog are creating a program to walk solos through creating, launching, marketing and maintaining a blog. It is like Vince Lombardi teaching you how to coach a football team!

Oh, and the best part: Grant will be at the California State Bar Annual Meeting in September giving a CLE program on Web 2.0 and blogging. You will be able to hear from him, ask questions, and if I am right, and I think I am, Grant will probably stay and keep talking about this and answering questions until everyone has had a chance.

Payroll services

There comes a time when you may want to hire someone to do your payroll. I tried to do it myself. I finally figured it out, but it is quite time consuming. I am also fortunate to have a friend who is a tax CPA, as well as having my own tax accountant. But, even with that, it took some work.

A solution? Hire a payroll company. Not all payroll companies are created equally. Some payroll companies do great work, and some won't even call you back. I finally found someone who provides the type of service that I provide to my clients. And, in a rare move for my blog, I am going to recommend him to you.

His name is Michael J. Pyefinch and his number is 916-690-3541. Give him a call or email him and tell him I referred you. He is a good guy and, if you have a payroll issue, he is the guy to talk to.

------Jonathan

Adapt to the marketplace

As you all know, I am a big fan of Bob Kraft. Bob is a smart guy, a good attorney, and an all around good guy. Bob and I have talked on the phone about a variety of topics, and he is smart enough to know that soccer, er, football for our international readers, is a good sport.....oh wait, nope, wrong Bob Kraft. The Bob Kraft who knows that owns the New England Patriots and the New England Revolution. But, Bob Kraft the attorney is still a good guy.

Bob has been trying to adapt to a changing marketplace. Personal injury work in Texas is not as easy as it is in some other places. (Although there must be a good PI case against Cheney for shooting that guy in the face.) So, Bob now handles immigration law.

Besides just deciding to open an immigration practice, Bob has started a new immigration blog. If you are a young attorney, or a law student, and you think you want to run a succesful law practice, follow Bob's example. Learn what you can from him and read his blogs. Bob may be PISSD, but he is dang smart about it!

How will your obit read?

I was reading through the obits earlier this week. There was one for a guy who started a small business in Sacramento. It was long, especially for an obituary. It ran for a few paragraphs. However, the biggest, boldest words were "Founded XYZ Company." Most of the obituary then talked about his business with very little about his family.

I don't know about you, but that is not how I want my obituary to read. Great, I started a business. So did most of you reading this. So did thousands of other people. At the end of it all, is that the best people can say about me? I started a law firm? If so, that is pretty sad.

I would rather people say things like "He was a good guy," or "He took care of his family," or "He made a difference in so-and-so's life."

Sure, this isn't telling you how to run your law practice. But, it is reminding you to keep an eye on what is important. At the end of your life, how do you want to be remembered?

-------Jonathan

TNT Explodes! (Will you?)

No, I am not talking about dynamite (or DY-NO-MITE for those who are a bit older). Instead, I am talking about the country, Trinidad and Tobago. In soccer parlayance, TNT. (For those of you who follow other sports, think of LAC for the Los Angeles Clippers or PHI for almost any team from Philadelphia.) Trinidad and Tobago was en fuego on Saturday. They were blowing up. Okay, enough with the dynamite metaphors.

For those of you who missed it, the World Cup started on Friday. And, unlike the "World Champions" in almost any other sport, the winner of the World Cup truly is a world champion. The best part, besides the great soccer, is the chance to watch countries like Angola, Ghana (who will lose to the US) and TNT. TNT is the smallest country to EVER play in the World Cup.

TNT played Sweden on Saturday. Sweden is ranked 16th in the world. Yes, that would put them behind the US, but that still puts them in the elite group of teams in the world. Sweden was expected to win by 2 or 3 or 4, which is like winning a football game by 21 points or so. And, the final score: Nil-nil. Now, to make it even more exciting, about 30 seconds in to the second half, Avery John received his second yellow card, which means he was kicked out of the game and TNT had to play the last 44 minutes with only 10 men versus Sweden's 11.

So, 10 guys from an island country played 11 to a scoreless draw. What a great game. But, most of you reading this probably are thinking "He really has lost it. What does this have to do with anything related to law practice?"

Well, let me relate a little story that I have told before, but not here. I took on a case when I opened my own firm. I hired another attorney to work with me. Two attorneys who were just getting their practices running and didn't have a huge war chest. The case was on appeal against BigLaw, who had a press conference to announce they were taking the case, putting two hot-shot partners on the case, and using associates willy-nilly.  End result: trial result upheld and our client won.

I recently took another case against a big firm. They actually had an associate tell me that they were going to create more work than I could handle. I found that fascinating and absolutely stupid. But, that is for another day.

Big firms seem to think they have an advantage over the rest of us. But, they don't. Just like TNT tied Sweden, small firms have a lot going for them, like the element of surprise, the ability to know a case more intimately and a hunger that most Big Law associates and partners will never know.

Now, go out there and cheer on TNT!

------Jonathan

Write Less, Say More

I usually leave the writing tips to the experts like Wayne Scheiss or Lisa Solomon. But, this one is too good to pass up. (Of course, they will probably disagree with me, but oh well.)

When you are writing, try to be more like Dr. Brax. Who? Dr. Brax. Everyone knows Dr. Brax. Well, those of us who read sports pages and Sports Illustrated know Dr. Brax.

Dr. Brax is actually Ralph S. Brax, a history professor at Antelope Valley College in California. He is a regular contributor to the LA Times Sports page and to SI's letters. How on earth does one guy get in to the letters to the editor so much?

Easy, apparently, according to SI's Steve Rushin. Dr. Brax is short and to the point. "Short darts with poison-dropped tips" is how Rushin describes them. Isn't that brilliant? Why drone on and on to make a point when you can make a point with a short dart?

I know my writing usually drags on. I am always afraid I will leave out one point or another. However, I think I will give the Dr. Brax style a chance. Judges would probably like to read less, and hopefully give me more. Give it a shot in your next writing assignment.

-----Jonathan

Business or Profession: A Chat with a Client

I was retained this week by a new client. Great people. I like the business owners, even if one of them is a Manchester United supporter. We can work on that, right?

While meeting with them, I had a discussion about fees. It always comes up at some point in time. I told them what I would charge them and I let them know that it was a discounted rate for them. We had a chuckle and then I let them know that, like them, I am in business. I need to cover the expenses, give to the community and make a fair profit. Everyone was happy with this.

Most of my clients understand the basic premise: I need to be able to support myself and my family. If I cannot support myself, then how can I continue to provide legal services to them? When a client wants to have a discussion about this, I am very open and honest about it. I think that is the correct perspective to take. If the client does not think that I should be able to make a living at this, then I do not want that person as a client. Seems fair to me. And I think my clients agree with this idea as well.

------Jonathan

Must Read: Rules of the Road

In the last 10 days or so, I am adding more to my recommendation list.  The list started short:

  1. Ben Glass's marketing program
  2. Allison Shields law practice consultant
  3. Ball on Damages

Then, I added number 4, Lisa Solomon Research and Writing. Well, today comes number 5. And if you are a trial lawyer or you want to be a trial lawyer, you MUST buy this book. It should go to the top of your wish list. Wish list nothing. Do not wait that long to buy it. Buy it now. Today. As you are reading this. Let me make it easy for you and give you a link here.

Rules of the Road is THE book about how to try cases. This book was recommended to me by Mike Fitzpatrick and Mark Millen, two great trial lawyers. The book provides a way of thinking about cases, not just trials. It starts with day one of signing up a new client and walks you through closing arguments.

The beauty is that the book is not a rigid "You must do this." Rather, it is an outline for how to handle cases. It is a way of thinking about cases. It is a method and based on the results of the authors, it works.

Okay, so now my non-trial lawyer readers are saying "So what?" So, I still think you need this book. If you are going to take any type of case to trial, you should have this book, read it and use it. Maybe you have a research and writing practice? Great, this book will help you write motions for your clients. Maybe you have an appellate practice? Great, this book will help you write your appeals. Maybe you don't care about ever seeing the inside of a courtoom? Fine, do not buy this book, but go look at the other services I menti0n.

There you go. My latest recommendation. Let me know what you think about this.

------Jonathan

BONUS POST: Small Firms Do The Heavy Lifting

This is from NLJ. It was written by a woman who I was lucky enough to recently meet, Lovely Dhillon. She is the executive director of the Law School Consortium Project. If you have a LSCP chapter near you, I highly recommend you get involved with this great group of people. I think Lovely and Anand Subramanian, the field director, do an excellent job. So, without further delay, here is the story from NLJ (with no link because you need to register to read it on their site):

Small shops do the heavy lifting
Lovely A. Dhillon/Special to The National Law Journal
April 3, 2006


An amazing 89% of all law firms comprise one to 10 attorneys, according to the American Bar Foundation's 2000 Lawyer Statistical Report, www.abanet.org/ marketresearch/lawyerdemographics-2005.pdf. When the evaluation is expanded to include law firms of up to 20 lawyers, the percentage increases to 95%. Even though solo practitioners and small law firms constitute such a significant part of the legal profession, there traditionally has not been as much training and support as one would expect for solo and small firm practitioners.

Take Page Tyran, an attorney who recently started her own law practice in Napa, Calif., and found it a hard first six months. "I feel overwhelmed trying to get it all done," she said, responding to an informal survey. "This reminds me of first-year law school and the deer-in-the-headlight syndrome. I survived that experience and I am going to overcome this, but what a road!"

Financial survival often is on the minds of new solo and small-firm practitioners. This becomes even more burdensome in light of the heavy debt that most law graduates have. This would suggest that law students would be hesitant to enter the financially risky world of solo or small-firm practice. However, a significant majority of law students expect to practice in a solo or small-firm setting.

In 1991, when it last surveyed the profession on the topic, the American Bar Association determined that 86% of law students expected to join solo or small-firm practices, with 56% of law students planning on initiating their own law practice. See American Bar Association General Practice Section Committee Update (1991), www.floridabar.org/DIVCOM/PI/BIPS2001.nsf/0/ 7ba2696730b495d58525669e004df05e?OpenDocument. However, even with these numbers, law schools rarely teach students the basic business of practicing law. Course work such as law office management, skills such as marketing and tools including case-management systems are not shared. Practitioners often find themselves ill-prepared for practice in a solo or small-firm setting.

It is certainly not an easy choice to initiate a solo or small-firm practice. Although solo/small-firm practice can be rewarding, there are many challenges that face these attorneys.

Practicing in a solo or small-firm environment requires that a person be able to deal with risk and difficulty inherent in running what is in reality a small business. For those starting their own firms, there are heavy start-up costs-not only for getting together the physical materials necessary to start the law firm (including office space, books, furniture, office equipment and technology), but also the costs inherent and time necessary to build a client base.

Furthermore, solo and small-firm practice has many ups and downs. Practitioners sometimes find themselves one month with too many clients with too many case issues and another month with no clients in sight. In the early years, it is especially difficult to know how to manage a firm's overhead when the client base hasn't been established and the firm is still developing its reputation in the community.

Another challenge for solo and small-firm attorneys is isolation. Practicing on one's own or within a small firm can limit access to the greater number of attorneys that would be available in a large law firm, a corporation, within the government or with a public interest organization. Often, it is difficult to find individuals to whom an attorney can turn for guidance on cases and ethical issues. Furthermore, a sense of community and camaraderie can be lacking, especially for solo attorneys.

Working with a small group of attorneys or on one's own can also be difficult, given multiple client demands, heavy caseloads and conflicting court deadlines. Personal emergencies and illnesses can be especially difficult for solo practitioners. While attorneys practicing in a larger environment may be able to delegate an overload of work or conflicting court appearances to others, solo and small-firm attorneys may not have these options.

Rewards outweigh burdens

With all of these challenges, one might wonder why practice in a solo or small- firm setting is appealing at all. The answer is clear when one looks at the wonderful rewards of solo and small-firm practice, and it is easy to see why many such practitioners experience their work as more fulfilling than other types of legal practice.

Some attorneys enjoy the challenges of a smaller-firm practice. Ed Neufille, a Liberian immigrant practicing in Maryland, became a solo practitioner a few months after being licensed, making the choice because he wanted the freedom to work on interesting, complex cases of his choice. In his survey response, Neufille said that he not only enjoys the ability to focus on his area of expertise and enjoyment-immigration law-but also appreciates the discipline demanded by a solo practice, including close attention to detail, balancing his work and social life, and serving as both a businessperson and an advocate for his clients.

Solo and small-firm practitioners often mention the advantage of flexibility in having one's own practice. This flexibility allows the practitioner to determine the types of cases and clients chosen, increasing both the intellectual satisfaction and personal fulfillment in the work. Another advantage is the flexibility of choosing when to work. A solo/small-firm practitioner can more easily take on caseloads according to his or her own schedule, allowing for options to deal with family and child-care issues, to build in regular vacation or sabbatical time and to keep a balance between life and work.

Family issues are particularly important, as we know that while 95% of law firms have policies that allow for part-time work, only 3% of their lawyers actually work part time, often due to concern about negative professional consequences. See Deborah L. Rhode, "Balanced Lives: Changing Culture of Legal Practice," www.abanet.org/women/ balancedlives.pdf, at 12. Working at a solo or small firm more easily allows for part-time schedules for those lawyers who want to or have to limit the hours of their work.

The ability to interact closely with one's client is often reported as a significant advantage of solo and small-firm practice. Unlike many big firms, where an attorney may work only on a small segment of a large case, solo and small-firm attorneys get to know their clients and, in turn, the client will often refer their own or other legal business to the lawyer-creating both a sense of a true professional relationship and often a sense of community as well.

Jon Katz, who practices in Washington, Virginia and Maryland, said in a survey response that working in a small firm allows him to be his own boss, choose the most interesting clients and cases and have greater control over the work he does, how he does it and when he schedules that work. "I also love being independent, and doing good and doing well simultaneously," he reported.

In addition to the many advantages of flexibility and close client contact, solo and small firms often provide women and minorities with a sense of more control over their work and their economic and professional futures. For example, according to a joint study by the National Association for Law Placement and the American Bar Foundation, African-Americans in their first few years of law practice report earning more as solo and small-firm practitioners than their white and Asian counterparts. R. Dinovitzer, et al., "After the JD Study: First Results of National Study of Legal Careers" (2004), www.nalpfoundation.org/webmodules/articles/anmviewer.asp?a=87&z=2.

Contributing to community

Another advantage of having a solo or small firm practice is the fundamental fulfillment of using one's law degree to play a significant role in the legal system. Solo and small-firm practitioners conduct the work of the vast low- and middle-income communities of our country, including small businesses. Common community legal issues such as family, landlord-tenant, elder, immigration and labor and employment law often are handled by solo and small-firm practitioners.

Solo and small-firm practitioners work every day on behalf of the police officer trying to have a will drafted, the home owner who is a victim of predatory lending, the small business owner attempting to negotiate a lease, the immigrant who is being deported and the elderly grandmother who is trying to collect her benefits. Solo and small-firm practitioners are people in the community working for the community, which can be both fulfilling and meaningful.

Willow Misty Parks, a New Mexico solo practitioner who works in a 10-unit building that houses graphic artists, mortgage brokers and other solos, indicated in a survey response that her legal practice allows her to represent small, local businesses and promote community empowerment and development. Furthermore, she is able to arrange her schedule and meeting places around the needs of her clients, allowing them to have the access to legal help they need and allowing Parks to feel proud of her contribution to the community.

In fact, the National Association for Law Placement/American Bar Foundation study demonstrates that solo practitioners in their first few years of practice report more "social value satisfaction"-the reported relationship between work and broader social issues-than any other category of attorney, including those at large and midsize law firms, public interest lawyers, legal services attorneys, public defenders and educators.

This high level of social-value satisfaction may be due, as well, to the amount of pro bono and low bono (i.e., low- and discounted-fee work) that solo and small-firm practitioners perform. Routinely, bar associations rely on solo and small-firm attorneys to take on pro bono matters for indigent clients. These attorneys also serve the myriad of other clients who cannot afford to pay full fees, and they often create unique arrangements to accommodate low-income, working poor and middle-income communities.

Solo and small-firm practitioners regularly use their full-fee cases to subsidize their low bono and pro bono work. A survey last year found that the average Law School Consortium Project solo and small-firm practitioner had a law practice comprising 37% full-fee cases, 42% low bono cases, 14% pro bono cases and the remaining as fee-shifting work. Law School Consortium Project Data Practitioner Survey (2005), at www.lawschoolconsortium.net/resources/survey.html.

Many solo and small-firm practitioners devise innovative approaches to billing. One approach is "unbundling." Unbundled cases are offered to a client as a cafeteria plan of options, with strict adherence to ethical requirements, allowing the client to pay per task. Clients are able, for example, to pay for drafting a legal brief or arguing a case in court or legal research, rather than paying a flat fee for the entire case. This increases the clients' sense of control over their cases and allows a greater number of low- and middle-income individuals to afford legal services. For the solo and small-firm practitioner, there is increased access to a client base who might not otherwise be available and the satisfaction of providing legal services to clients who otherwise may have been left out of the legal picture altogether.

Access to justice

Another way in which solo and small firms are increasing access to justice through innovative billing methods is the use of bartering. Legal services are bartered for other services and materials such as office supplies, cleaning services, even acupuncture. In fact, bartering networks and programs have sprouted up in many communities.

Solo and small-firm practitioners are on the front lines of legal access issues. American Bar Association studies have demonstrated that 80% of low-income people never have access to justice, and of the 20% that do, three-quarters pay for those legal services. Consortium on Legal Services and the Public, "Legal Needs and Civil Justice: A Survey of Americans: Major Findings from the Comprehensive Legal Needs Study," Chicago, American Bar Association, 1994. More often than not, the lawyer who hangs his or her shingle on the corner performs this work.

Solo and small-firm practitioners, who comprise so much of our legal profession and perform so much of the legal work for people in every nook and cranny of America, deserve to be adequately trained, supported and mentored.

In the words of Elk Grove, Calif., solo practitioner, Jonathan Stein, "Life as a solo is hard. Life as a solo trying to do the right thing and help people who need it is even harder. But I wouldn't trade it for the world."

Lovely A. Dhillon is the executive director of the Law School Consortium Project in San Francisco. The project encourages law schools to offer support and services to solo and small-firm attorneys.

The Dead Duck and a bill

My friend Allison Shields sent this to me. I liked it so much I had to pass it on:

A woman brought a very limp duck in to see a veterinarian. As she laid her pet on the table, the vet pulled out his stethoscope and listened to the bird's chest.

After a moment or two, the vet shook his head sadly and said, "I'm so sorry, your duck has passed away." The distressed owner wailed, "Are you sure?" "Yes, I am sure. The duck is dead," he replied.

"How can you be so sure?" she protested. "I mean, you haven't done any testing on him or anything. He might just be in a coma or something."

The vet rolled his eyes, turned around and left the room, and returned a few moments later with a black Labrador Retriever. As the duck's owner looked on in amazement, the dog stood on his hind legs, put his front paws on the examination table and sniffed the duck from top to bottom. He then looked at the vet with sad eyes and shook his head. The vet patted the dog and took it out, and returned a few moments later with a cat.

The cat jumped up on the table and also sniffed delicately at the bird from head to foot. The cat sat back on its haunches, shook its head, meowed softly and strolled out of the room.

The vet looked at the woman and said, "I'm sorry but as I said, this is most definitely, 100 percent certifiably, a dead duck."

Then the vet turned to his computer terminal, hit a few keys and produced a bill, which he handed to the woman. The duck's owner, still in shock, took the bill. "$150!" she cried. "$150 just to tell me my duck is dead?" The vet shrugged. "I'm sorry. If you'd taken my word for it, the bill would have been $20, but with the Lab Report and the Cat Scan, it's now $150."

Remember to explain to your client their options before your $20 charge turns into $150.

------Jonathan

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