Handout

Law Office Management and Technology

1. Maslow's hierarchy
2. Boundary role players and Peer group leaders
3. Definition of culture (subculture of the organization also)
4. Human Capital vs. Human Resources
5. Velocity of capital
6. Parent, adult, child (communication) be able to describe it (Berne)
7. Various law office positions (associate, partner, of counsel)
8. Various law office structures (eg "rule by powerful managing partner")
9. Substantive task v. Administrative task
10. boutique firm,
11. Expert witness.
12. Preventing malpractice and unethical behavior (RPC violation)
13. Staff Manual (mandatory sections), ethics, distribution.
14. TQM, MBO, etc. Compare and contrast
15. Marketing and Legal Assistants
16. What is marketing, advertising, marketing goals, marketing options, cross-selling, marketing plans, client markets, how to research the markets.
17. Marketing on the Internet - to be or not to be (whether and how to, decision points for inhouse and outhouse service)
18. Marketing through quality of service and other existing vehicles
19. Rules governing advertising: solicitation, specialties.
20. Planning process and the strategic plan. (What is a Gannt chart?).
21. Variety of personnel evaluation methods - eg 180 degree etc.
22. Hiring and firing techniques and issues
23. Progressive discipline
24. Employment law affecting personnel policies
25. Employee and policy handbooks - disclaimers
26. Basic Matrix decision making for marketing.
27. Basic employment laws and issues.
28. Click wrap employment policy manuals
29. Types of marketing in law office and limitations therein.
30. Communicating with clients, managing expectations, and cross marketing by billing