Most lawyers think of their intake form as something that they need to send to the client so they can get the information they need to actually do the legal work their client requires. But what if we shifted the perspective and instead asked the question, "What is the job that my client is hiring my intake form to do?"This is the core of the Jobs To Be Done Theory. There are several areas of your practice where you can use this theory, and today's episode is all about how to apply this reframe in perspective to create better products, services, and customer experiences for your law practice.Tune in this ... (Keep reading)

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Ep #18: Understanding “Jobs To Be Done” to Unlock Hidden Client Needs

One common thread I see among lawyers and law practices is the desire to make everything we do delivered at the highest possible quality. We want to polish our work in an effort to stand out as experts and leaders in our field. While I applaud (and in some senses share) that natural instinct, it can have a brutal impact on your overall productivity.As you work to meet the high standards you set for yourself, it can become impossible to get tasks all the way through to done. However, in today's episode, I'm bringing you a framework that will help counterbalance your natural tendency to overbuild in the early stages ... (Keep reading)

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Ep #17: How Minimum Viable Products Can Improve Efficiency AND Quality

You've heard me talk about the individual practices and concepts from the Kanban method, but today's episode is an exciting opportunity for you to learn from one of my teachers in this world of Agile, Kanban, and Lean: Tim Lennon. Like many people, Tim first came into Agile as a software programmer and assistance architect working mostly in the banking and financial industries.As Tim grew in Agile and his work roles changed, he developed a more company-wide and society-facing vision, and he started taking more of a broad, systems-thinking approach to his work. This is when Tim started to embrace the Kanban method of organizational improvement, and that's exactly what ... (Keep reading)

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Ep #16: Aligning Your Firm’s People and Systems with Tim Lennon

Handing off work, especially multiple back-and-forth handoffs, can be a huge source of delay and rework in your law practice. In today’s episode, I teach you about some practical strategies for how to optimize handoffs, both the ones that happen internally with your own team, and the handoffs that happen externally with clients and third parties.But you’ll also learn about a third type of handoff - the handoff to future you - that’s definitely happening in your law practice, but can be difficult to notice in the moment. Like all handoffs, getting this third type wrong can be really detrimental to the smooth and predictable flow of work we all ... (Keep reading)

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Ep #15: Mastering Effective Handoffs in Your Legal Practice

Ever started your Monday already swamped with emails and tasks, all competing for your attention? Determining the best sequence to tackle these tasks is crucial for maximizing your effectiveness throughout the week and beyond.And while you might be used to it and it may sometimes work, relying solely on gut instinct for prioritization is not foolproof, especially during stressful or overwhelming periods. In today’s episode, I introduce a structured framework that enhances your ability to prioritize demands effectively, helping you manage your limited time and resources.This week, tune in to learn how to prioritize work more effectively in your law practice. I'll discuss specific strategies drawn from the Kanban Method ... (Keep reading)

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Ep #14: How to Prioritize Work Within Your Law Practice

If you’re like a lot of attorneys, one of the more significant sources of overwhelm in your law practice comes from the sheer volume of emails and other communications you have to process in the course of your day. Effective communication is always a hot topic and it plagues law practices everywhere.This episode incorporates elements from last week’s conversation with Alexandra Devendra about intentional design in your legal practice, as well as previous episodes on quality standards and policies as a way of improving standards in your law firm.In today’s episode, I share my recommendations for designing a better communications policy for creating more effective, efficient communications that will ultimately ... (Keep reading)

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Ep #13: Taming Email Overwhelm

One of the hardest things to recognize in a law practice is how the default way in which lawyers approach and deliver their work creates barriers to access for everyday people trying to reach that lawyer’s services. So, how do you identify it and what can you do about it?In today’s episode, I talk with Alexandra Devendra, founder of design-focused B Corp law firm Aligned Law. Alix shares how she injects design principles into contracts, into client-only videos that she creates, and even engages in organizational design to improve client experiences and outcomes.Tune in this week for a wide-ranging interview with Alix. We discuss the design elements that help meet ... (Keep reading)

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Ep #12: Principles for Legal Design with Alexandra Devendra

For this episode, I continue with the theme of quality, specifically how focusing on better quality standards can improve the flow of work in your law practice while creating better outcomes for your clients.Today, I have two specific tools that work beautifully together and amount to a specific type of quality standard policy that you can implement within your law practice.The Definition of Done and Definition of Ready are two important parts of the Agile Framework, and they’ll help you dramatically in improving the consistency and the flow of work in your law practice.How do you know that you’ve done enough to meet the standards you’ve set for your law ... (Keep reading)

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Ep #11: The Definition of Done

Policies are those little rules and practices that, when followed, help make sure that you and your team are actually hewing to your values and consistently taking the steps necessary to create the value for your customer that you’ve promised them. If you don’t have any explicit policies, it becomes incredibly difficult to develop any consistency around how and when you deliver your work.In today’s episode, I’m diving deeper into one of the six core practices of the Kanban Method: make policies explicit. In other words, drag your assumptions out into the open where you and your team can actively contend with them together.Tune in this week to discover the ... (Keep reading)

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Ep #10: Make Policies Explicit

What if the best way to improve the efficiency of your law practice is to not try to improve efficiency at all, but to focus on quality instead? This may sound paradoxical, but focusing on quality, not efficiency, is the key to unlocking more balanced workloads, smoother workflow, increased capacity, and ultimately greater efficiency while delivering an improved client experience along the way.In his most recent book, Slow Productivity: The Lost Art of Accomplishment Without Burnout, Cal Newport suggests that we should, “Obsess over the quality of what you produce, even if this means missing opportunities in the short term. Leverage the value of these results to gain more and ... (Keep reading)

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Ep #9: Focus on Quality To Improve Efficiency