The Virtual Law Office And The Missing Chapter

virtual law office missing chapterPart of the “hook” of the virtual law office is that you can work from anywhere, clients and money coming in while you sleep.  Work from a coffee shop, lounge poolside and stay home with the kids watching Dinosaur Train all day.  Unfortunately, someone ripped out the crucial final chapter of the instruction manual.

None of it works unless you work your ass off, day and night, until you’ve attained a level of success that makes you comfortable.  And even then, you’re going to have to work to remain relevant and sharp.

It’s a short chapter, no doubt.  But it’s an important one.

Garbage In, Garbage Out.

That’s the secret of every business, from hardware stores to java joints and back around again.  Lawyers who run their own practices – real or virtual, untethered or office-bound – are business owners.  We need to bring in business, we need to do a kick-ass job for our clients, and then we need to go out and get more business.  The pipeline’s got to be filled consistently or we’re filing our own bankruptcy cases next week.

Some lawyers will tell you to blog, others point to social media.  The old school folks tell you to get out there and press the flesh.

It doesn’t matter what you do.  The thing is, you’ve got to do it.

Once the client’s made the decision to hire you, there’s the whole “do a great job” thing.  Not a good job.  Not a passable one.  Not a job that will keep the grievance committee satisfied.

A great job.  An awesome job.  A heart-stopping, holy-crap work product has got to come out of your office.

Anything less is forgettable.  And if it’s forgettable, it’s forgotten.

You can relax a bit when you’ve established yourself in the marketplace, but make no mistake – you’re still running a business.  Show me a successful CEO who works less than 80 hours a week and I’ll go out and buy a hat – then I’ll eat it.  And not someone who’s “successful on my own terms, without the need for remuneration” either; I demand to see bank account balances.

A virtual law office is a great way to lower overhead, work from anywhere in the world and expand your client and staffing pool beyond your geographic limitations.  But next time someone tells you that a virtual law office is going to solve the problem of the 24 hour day you can go right ahead and show ‘em the door.

What are you doing to make your practice a successful one?

Image credit:  Kmo139

Is The Virtual Law Firm Model Coming Up Short?

virtual law firm home officeIt sure is cool to talk about the virtual law firm, isn’t it?  Read the magazines and blogs catering to lawyers, wander the floors of the conferences – you can’t miss the bright, shiny new objects.

I’m writing this from my workspace, located on the top floor of a home on a leafy street.  I’ve done three consultations today, fired off a bunch of emails, and had meetings with my staff and partners as we go through our week.

My office is about 30 minutes away by subway, but I won’t be there today.  In fact, there’s a very good chance that I won’t be there more than a few days this month.

When I’m in the office, it’s to meet with clients personally and look folks in the eye.  But actually work there?

Not so much.

I can be home when my family comes home, and I get to be the one who takes my son to school every morning.

I have lunch on my sofa, where I can watch a few minutes of television without interruption.

If there’s a lull in the action, I can take a walk around the neighborhood or grab a cup of coffee.

When my family wanted to take a two week vacation to Florida, I didn’t miss a beat.  I could likely live thousands of miles from my practice without losing traction.

This Is Not A Virtual Law Firm

When you look at what I’ve got going, it’s not a virtual law firm.

According to the ABA, the virtual lawyer has “found dramatic new ways to communicate and collaborate with clients and other lawyers, produce documents, settle disputes, interact with courts, and manage legal knowledge. ELawyering encompasses all the ways in which lawyers can do their work using the Web and associated technologies.”

That’s not me.  I use technology as a tool, much as attorneys before me used fax machines, copies, and typewriters.  But it’s just that – a toolkit.

The ABA Elawyering Task Force tells us that, “[t]o be successful in the coming era, lawyers will need to know how to practice over the Web, manage client relationships in cyberspace, and ethically offer “unbundled” services.”

Bullshit.

Is The Virtual Law Firm A Failure?

It seems as if the lifestyle design folks are starting to get their hooks into the legal profession, touting the virtual law firm as a way to work less, make more, and sit on the beach sipping drinks with umbrellas in them.

At the same time, I hear whispers from virtual lawyers who complain that they’re not making money.  They’ve got these software packages, they read the books, they follow the virtual law firm gurus.  In spite of this, success eludes them.

Clients get forms spitting out of the computer, emails and portals.  Their lawyers are using these “dramatic new ways” rather than focusing on the real need of human contact and personal service.

Some would say it’s a failure of marketing.  Others would say their entire business model makes them somehow less than a “real” lawyer.  I disagree with both points.

When I decided to become an untethered lawyer, I did so because I had an infant at home and didn’t want to be sitting in the office while he grew up.  Not only that, my office had been just a few blocks from Ground Zero on that sunny Tuesday morning in September; I had experienced the difficulties inherent in transacting business in the face of that tragedy.  I’d been toying with being location-independent for some time, so it was just the final push in the right direction.

The Virtual Law Firm’s Missing Ingredient

The personal relationship with my client is the thing I find most fun about being a lawyer.  Becoming a virtual lawyer didn’t fit with me because I didn’t want to sit behind a computer screen all day.  I needed to be in the real world, solving real problems.  I realized early on that the mindset was more important that the technology.

Turns out, clients feel the same way.

Email doesn’t substitute for a phone call.  A phone call isn’t the replacement for a handshake.

Those who offer the virtual law firm are selling something most people don’t want.  People want to be able to make a personal connection with other people, to build trust in a lawyer’s expertise.  They don’t want to be met with a password-encrypted firewall and triple-redundant backup systems.

How To Make It Ready For Prime Time?

There are lots of organizational concerns that go into creating a virtual law firm.  You need staffing, management, marketing and file management solutions.  You need to figure out how to connect with people who are not necessarily in front of you.  In fact, you’ve got to determine when being face-to-face is best for the client.

What you don’t need or want is for a set of tools to function as a solution without more.  A VLO platform may help, but it’s not smart to tout it as a revolutionary application for changing your entire business model.

That’s my take on it.  But I’m curious to hear from you, practitioners working in a virtual law firm environment.  Is it working for you?  And if not, where do you think it’s coming up short?

Image credit:  TranceMist.

3 Reasons Why Your Virtual Law Office Is Unprofitable (And An 8-Step Action Plan To Fix It)



virtual law firm profit

The virtual law office is the promise of nirvana – work from home in your sweatpants, watch television between client phone calls, and never have to shower again. Sure, you’ll end up smelly and fat. Even more fun is that you’re probably not going to make any money.

Experts agree that it’s incumbent upon the attorney to market the virtual law office much in the same way as they would a brick-and-mortar firm, but that message seems to be lost on most practitioners.  Rather than becoming adept at the harsh realities of online legal marketing – that content, search engine optimization and the social graph are key to being found online – they seem to fade into the background, taking little if any action.

It’s almost as if the attorneys who buy into the virtual law office concept are treating it as a side-hustle of sorts.

No wonder so many lawyers have come to me lately bemoaning the fact that they aren’t making any money with their virtual law firm.  From what I can tell there are three primary reasons for this, and a nifty 8-point action plan that will turn it all around.

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Being A Virtual Lawyer Is All Mindset, Not Technology

Being A Virtual Lawyer Is All Mindset, Not TechnologyWhat did it take for me to become a virtual lawyer?  I was sitting on the terrace, looking out over the beach in Acapulco.  It was 85 degrees and sunny, yet the breeze coming off the water kept me cool.

My vacation was hard-fought, and well-deserved after the sprint leading up to the change in the U.S. Bankruptcy Code in October 2005.  I took a sip of my morning coffee and pondered whether I’d have lunch in the hotel or at a little taco place my wife and I had discovered the day before.

My laptop chirped at me, and I snapped on my headset.  It was time for a consultation appointment.  Virtual bankruptcy lawyer springs to action, leaving the coffee behind!

There was a time when the notion of a virtual law office was unheard of. A law firm operating without books, without desks, and without a physical location was unprofessional and extremely unorthodox.

No longer is that the case. Companies such as VLOTech and DirectLaw will help you get your virtual on. Free and low-cost applications help shuttle you to the cloud, where a world of wonder awaits you. Work from the beach, across the world, or just from your home with the dog by your side.

Lovely, no?

But here’s the problem – and it’s a real one.  The VLO model is largely an online document and communication repository for lawyers.  But a VLO does not help you become a profitable virtual lawyer, or to transform your law office into a virtual one.

My firm has a physical location, but I’m not enamored of going there.  I’ve got a totally different mindset.  The mindset of a virtual lawyer, not one of a land-based attorney.

Take, for example, the story I told you at the beginning of this piece.  You may be amazed, entranced or just shocked that I could work from the beach in Acapulco.  But when you break it down, it’s not amazing whatsoever.

The Virtual Lawyer’s Tools Are Not Amazing

I don’t use any of the VLO platforms mentioned above; they’re excellent, but not what’s in my bag.  I relied, and continue to rely, upon a few basic sets of tools:

Phone:  Skype, a computer-based application, allows me to make and receive phone calls to a regular U.S.-based telephone number using only a computer with Internet access.  Costs me under $100 per year for a local number.  But if I didn’t want to go that route, I could simply use my cell phone with global roaming on it.

Internet-Based Faxing:  People use faxes, much to my chagrin.  I use MaxEMail, but there are a number of excellent providers out there.  Here’s how it works: someone puts a piece of paper into their fax machine, dials a local (or toll-free) number, and faxes it to you.  Instead of the page coming through a fax machine, it shows up in your email box as a PDF.  Once again, it costs me under $100 per year to keep this going.

Case Management:  I currently use RocketMatter, but have used Basecamp in the past.  It gives me the freedom to access client information on the go, and it’s reliable so long as I’ve got an Internet connection.  Basecamp allows me to give clients access to their documents, RocketMatter does not.  But there’s a solution.

Client File Access:  I use Dropbox, which allows me to synchronize files among computers and backs up to the cloud.  Using Dropbox you can share a specific folder with any other Dropbox user; all they need is an account, which they can get for no cost.  Tell your client to get a free Dropbox account, and then share their file with them.  When the matter is closed, revoke the sharing privileges.

My File Access:  Once again, I use Dropbox.  There are other solutions out there, but I like Dropbox because it’s got tons of features and is accessible from my Android device (they’ve got an iPhone and iPad app as well).  To get files from paper into my computer I either scan them using my ScanSnap scanner or, ideally, have clients fax them to me (remember, those faxes come through as email attachments in PDF format).

Staff Communications:  We use Google Talk to communicate.  Nuff said.

Calendaring and Appointment Setting:  We use Google Calendar for our calendars in the office, and a web application called AppointmentQuest to allow people to set up appointments to speak with us.  Appointment Quest is not the only system out there, but it does allow us to block off times when we’re not available and move stuff around.

Email:  Google Apps.  Free, web-based, accessible using our phones, and lots of storage.

The Virtual Lawyer’s Mindset Makes the Difference

Nothing outlined above is earth-shattering, nor is it custom-made.  It does, however, reflect the reality that we can work anywhere, any time.  Our clients need not be technologically advanced, either; the only thing they need is a telephone – everything else is on our side.  So it makes no sense to me when a lawyer tells me that they don’t go virtual because their clients aren’t tech-savvy.  That’s an excuse, not a real reason.

If you want to be a virtual lawyer, all you need to do is take a step outside.  Then another.  And then another.  Repeat until you’re in a comfortable location, and then open your laptop.  Keep the cell phone charged, maintain connectivity to the Internet, and get down to business.  That’s pretty much all there is to it.

The chains aren’t real.  All you have to fight against are your own preconceived notions about where you work.

To be sure, there are things you’ll need to do in order to prepare for that walk outside.  But once you have the mindset, the solutions to the other minor problems will soon come into sharper focus.

Photo credit:  Giorgio Montersino (via Flickr).

When Is It Too Late To Reinvent The Legal Profession?

My son Jeremy, whose company is Never Stop Marketing, advises me that what a client wants to hear at the outset is your value in solving the client’s problems, not your credentials.

By this measure, if you work as effectively alone from a home office or from an WiFi hot spot then it should not matter to the client. This is true, to a point. The client will look at your credentials, seek to determine that you are a person of substance, not just a cellphone number or a post office box number that may disappear overnight. If you have a history, then use it. If you are creating your professional life, then think about how to provide these assurances. Is volunteering to the client that you have professional malpractice insurance advisable and comforting ? I have not seen references on web pages, but it is an idea for the sole practicioner to describe that you have coverage unless you think that this makes you a target.

As for the digital age and me, we go back to its beginnings. A 1984 D.C. bar magazine pictures me on the sidewalk in front of the United States Supreme Court with the first model of the Macintosh computer.

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Lawyering In The Cloud – iPad Is A Move In The Right Direction

Cloud Computing For LawyersLike most tech geeks, I had planned to buy an iPad, but I also vowed to resist temptation and wait for the next generation of the device.  After all, I had my MacBook Pro, my iPhone and an iPod Touch.  I reasoned that I just didn’t NEED an iPad right now; I was going to wait to see what niche this device would fill.

Then, just prior to the NACBA conference in San Francisco, I had an opportunity to visit Apple’s headquarters in Cupertino.  (I’ll admit to being somewhat of an Apple Fanboy, having never owned a Windows machine.)  In the company store there, I touched it.  I held the iPad in my hands and I knew I had to have it, next generation or not.  Two days later, I was waiting in line with my friend, Jay Fleischman, and at 5:15 PM I held the box containing my 64gig 3G iPad in my hands.

Due to prior commitments, I didn’t have much time to do more than activate it through iTunes that night and fell asleep with it on the table next to my bed.  The next morning, I  vowed to use it during my all-day presentation at NACBA.

A Step towards the Clouds

This is truly an evolutionary device and a step closer to true cloud computing.  I quickly found out that there was no direct method of moving my outline of the NACBA presentation to the device.  The iPad doesn’t have a visible file and folder hierarchy like most computers. Instead, it is like the iPhone/iPod Touch in that you interact with your data through the apps.  The files holding your data are not visible.

Well, I had this PDF with the presentation outline.  How was I going to get my outline on it so I could use it during the presentation?  Quickly thinking back to the way I had previously used my iPhone in Court, I emailed the document to myself.  Opening the email, I could read the one page PDF outline right there in the Mail App.  Problem solved.  With the email open in front of me, I used the iPad all day in the five sessions I had.

Subsequently, I discovered there are any number of ways to view documents on the iPad.  You can view PDFs in Mail, Apple’s Mobile Me app, or use a PDF specific app like GoodReader, iAnnotate, ReaddleDocs or any number of apps.  There are multiple ways of moving files from your computer to the iPad, but a majority of them use the cloud as an intermediary step.  You upload the file to servers hosted by the program providers and access those files from the cloud and either read them there or pull them down to the iPad.  Time will tell which approach works best for you and whether the app does what you want with your files once you access them.

Not Quite There

On the following Tuesday, I appeared in Bankruptcy Court in Connecticut and used the iPad to draft the terms of a stipulation in a contested matter.  The eyes of the Courtroom and the Bench were on me as I read the stipulation into the record from the iPad.  The document was created in the Notes app.  The note file transferred to my laptop through the Mail app so I could move the outline to my client’s folder on the server as a text document.  I didn’t need the iPad to do what I did, I could have just as easily done this all on the MacBook Pro I always bring to court.

I said this device is evolutionary.  The iPhone/iPod Touch was revolutionary.  The touch interface was truly a new way to interact with a computer.  Now after three years, we get it.  No need to point and click with a mouse, just point with your finger.  No need for a stylus.  Swipe through your apps and interact with your data or consume the content from the internet.

But the iPad is not totally a cloud device.  When you first fire it up, you need to activate it through your iTunes account by connecting it to your computer.  You sync your data and apps through iTunes through the USB port.  A lot of content is stored on the device.  I have over 5,000 photos, numerous record albums (yes, I’m from the vinyl generation) and a few movies on it using about 10 % of the storage in my 64gig unit.

We haven’t made the complete move to cloud computing yet.  There are those who complain that you can’t use a mouse with the iPad.  Some are trying to use a stylus to write on it.  And yet others have jail-broken the operating system to move files and apps on and off the device through a file folder system.  I’ve used PhoneView to access those folders without jail-breaking.

Once the cellular phone companies complete the move to 4G using compatible technologies and online storage becomes accessible from anywhere, the iPad will become the device to use as we transition from desktop to the cloud.  I get it.  Apple’s vision of the future has us using apps on our machines and the data will reside ‘out there’.  Truly time to Think Different.

Eugene Melchionne is a Connecticut bankruptcy lawyer, President of the Bankruptcy Law Network, and a long-time Mac user.

Photo courtesy of ancawonka.

My New Virtual Law Office: Let the (In?)sanity Begin

The paper files are almost all packed up for shipping to the digital storage company. The expensive phone system is for sale on Craigslist. The office furniture is also listed for sale. In fact, so is the office. No, I’m not going out of business. I’m moving. My new office address might as well be 123 Virtual Lane, Virtual Reality, Anywhere 00000. In 10 short days, my law practice will exist only in the virtual realm. I’m giddy about this change. Oh, wait, I’m scared to death…no, um, I’m giddy. Scared. Giddy. Ok, I’m both.

I’m giddy that I won’t be tied to the office almost every day because that’s where client files are, and that’s where the fax machine is, and that’s where the scanner is. But, I’m scared because I don’t know how clients will perceive the change. Is it possible for a “real” attorney to maintain and grow a virtual practice? Will clients 200 miles away retain me sight unseen?

I know this is the “Untethered Lawyer” blog, but come on…does this really work? I haven’t even announced the change to my existing clients. I’m hoping the “Out to Lunch” sign on the door tricks them and they’ll just go away and call and ask when I’m coming back from lunch.

I’m giddy because the virtual law office technology I’m licensing will automate much of the “administrivia” of running a solo law practice, and it has some really cool features. But, I’m scared because, let’s face it, I’m not exactly an “early adopter” tech user. Geez, I still carry around a paper calendar instead of using my blackberry. So, the thought of mastering the vlo technology brings some trepidation. And what about only using my cellphone? It does have a tendency to drop calls at the most inopportune time. How long will clients put up with that?

I’m giddy because it will now really be possible for me to be fully productive from my home in Atlanta, or with my mom in the Chicago area, or at my cousin’s house near Raleigh, North Carolina, in addition to the dreamy beach in Tahiti. But, I’m scared because what if I can’t find enough new clients or generate enough new business from existing clients to pay for all that pie-in-the-sky traveling? What if clients aren’t comfortable with my new avatar look on Virtual Lane? [And yes I realize I could have the same trouble attracting clients to my brick and mortar office if I don’t do the right business development, but somehow the issues seem magnified in the virtual realm].

So, I’m giddy and I’m scared—total insanity. But, in 10 days, I’m going out to lunch and I won’t be back. Please check on me in 90 days to see if I’m in a straight jacket or drafting contracts on the beach.

Traci D. Ellis is a veteran attorney with over 19 years of legal experience, both in private practice and as in house counsel for several Fortune 500 and privately held companies, including as Vice President & General Counsel. She now concentrates her practice in the areas of general business law, real estate law and wills and trusts. Visit Traci’s virtual law office at www.traciellislaw.com.

Photo courtesy of @chris.

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Remaking The Bankruptcy Law Firm: Telephone Systems

Grasshopper Virtual Phone SystemWhen attempting to create a location-independent law firm, the first thing that’s important to handle is how telephones are used.  Though we live in a digital world, for most the telephone is still the primary means of connecting.  Courts need to get through to the office, clients call with a myriad of questions and issues, and we as attorneys are required to be available.

I thought initially of having a voice mail system that used the 4-Hour Workweek system of, “I’m not here, I’ll call you back at 2:00pm, leave a number and buzz off,” approach but quickly discarded it as unworkable for all but a few people in the office.

The old telephone system was unworkable, cumbersome and costly to maintain.  14 lines into the office just to be sure that callers never got a busy signal, proprietary handsets that could not be easily swapped out for replacements in the event of breakage, and lots of wires holding us to our desks.

If you’ve got a wired phone that lives on your hard-wired phone system, you’re hard-wired to your desk.  Definitely NOT location-independent.

I tried RingCentral, a virtual phone system that lets you create multiple mailboxes and forward them to a variety of places, but ultimately ditched it.  Though a great system and one that I think you should look into, RingCentral fell short in a variety of ways.  For example:

RingCentral is a VOIP (Internet-based) phone system, which means that if their central servers go down then so does your phone system; and

RingCentral’s mailboxes don’t offer a huge degree of customization in the way phones are answered and calls handled.

So in the end I went back to Grasshopper, a phone system I’ve been using for my own virtual law firm for a number of years.  The idea behind Grasshopper is simple – it takes what would otherwise be an expensive and full-featured phone system and turns it into a web-based service.

Here’s how it works:  your caller dials your number and is met with an auto-attendant greeting (“Welcome to blah blah blah, if you know your party’s extension dial it at any time.  For a dial-by-name directory dial 8, for the operator dial 0, etc.”)  You choose your extension and dial it.  The recipient’s extension dials and they pick up or send it to voice mail.

Simple, right?

There are a few things going on under the hood that make it spectacular:

The extension can ring to any phone – a cell phone, a desk phone, a Skype phone … any kind of phone you want.  This means I can program Grasshopper to ring my extension (which happens to be 704) in my office, on my home phone line, my cell phone … anywhere I choose.  So when someone calls me and connects with me, it doesn’t matter where I am physically.

You can choose when your extension rings to which phone.  I can set it up that my extension rings to my office phone Mondays from 9:00am to 1:00pm, my cell phone on Tuesdays, my home phone on Thursdays, and on and on.

You can shut down your phone entirely.  If my paralegal is out to lunch from 12:00pm-1:00pm each day, I can tell Grasshopper to stop sending calls to her during that time and send them instead directly to voice mail.  If I know I like to get “real work” done each day from 3:00pm-5:00pm then I can tell Grasshopper to send all calls to voice mail during that time.  My receptionist, who handles all new client calls, goes to lunch at 12:30pm-1:30pm each day; during that time, I tell Grasshopper to send her calls to a virtual assistant.  No more lost calls for us!

Grasshopper sends all voice mail messages to the recipient’s email account in mp3 format.  When I miss a call I don’t have to dial in and listen to messages – they come to me.  But more important than that, I can save those mp3 files to the client’s folder in our computer system.  Record-keeping becomes a breeze!

With Grasshopper, there’s never a busy signal.  Though the system is POTS (plain old telephone system) lines rather than Internet-based, when someone calls my firm’s main phone line they never get a busy signal – period.  So now instead of having to pay for 14 phone lines (at $50 per month, that adds up fast) for 6 people, I can just have 6 office phone lines going to their desks.  That saves us $400 per month right there.  Cha-ching!

Of course, we needed to keep our “main” phone line and set up call forwarding to the phone number provided by Grasshopper.  But our new business cards will have the Grasshopper-provided phone number on them, so eventually that old number will be a relic.  We will eventually decide whether to keep it or mothball it, but I suspect it will remain on the books for a number of years at least (it’s a good number).

Once I signed the firm up for Grasshopper we hired a voiceover artist on Elance for $125 to do a series of outgoing messages for us – the main one (“Thank you for calling Shaev & Fleischman …”), the transfer messages (what people hear when they’re on hold), and a few other main ones such as the one for directions and such.

Each month we’re looking at a significant cost savings over a “regular” phone system.  More important, though, is the fact that the entire firm is now location-independent … at least, as far as the phone system is concerned.

Disclosure:  The links to Grasshopper contained in this post are affiliate links.  If you click on those links and ultimately become a customer of Grasshopper I will get a commission.  That commission does not increase your cost for the Grasshopper service at all.  Quite frankly, it’s not a ton of money in my pocket but it does help defray the overhead costs of this site.  You can also find Grasshopper service online by doing a quick Google search.

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