Calling the IT Department Redux! Or, lessons learned from revisiting the Dark Ages!

Yes folks, it has been a trying week here at Chez Moi, otherwise known as Sonoma Freelance.

And an illuminating one, as I've had a chance to see upclose and unpleasantly personal just how well all my business data backup efforts are working! (The answer is, pretty well, fortunately!)

In the middle of last week, I thought things were going along swimmingly. I was busily working and writing and playing away as usual (picture me skipping through meadows vineyards singing tralala) when all of a sudden I needed to reboot my laptop late in the day . . . .

And it wouldn't reboot.

Or not normally, anyway. I couldn't figure out exactly what was wrong or why, but even with my rather limited amount of Geekness, I realized I had a problem with Windows, or with my registry, or both.

[Mac users, put your hands down! Just stop it. No Gloating!!!

Do I need this????]

By morning the situation was worse, so I gathered up all my recovery disks (you do have recovery disks don't you?) and headed off to the computer repair store.

I was Laptop-less for 3 days. Three. Full. Days.

Interesting to experience just how reliant I am on my laptop not just for working, which is obvious, but for amusement. Entertainment. Use of time. I thought it was tough being without cable when I first cut it loose - that was nothing, I realize, compared to the restlessness, the fidgeting I experienced for three full days/evenings without that computer! What to do with myself????

Well, I cooked. I cleaned. I read! I got so much reading done - I mean books, not just my RSS feed and on-line newspapers! That part was cool, actually.

The short version is,  they backed up my data (onto my own external hard drive), and rebuilt Windows, and popped my backup data into a folder on my desktop, and handed a sortof unrecognizable, straight-from-the-factory laptop back to me. Which is where the real nightmare began, because I had to embark upon the mind-numbingly tedious task of reinstalling all my software, reorganizing all my files, and basically putting things back as they were - and I'm still not done.

However, I gained some insights about what works and what doesn't in this technological aspect of my personal and business life, and that's what I'll share with you here.

• The very good news is that my backup systems work! I didn't loose any important business or personal data! Most crucial files, including music and photos, were of course captured on my hard drive backup. (That not all were is an anomaly I can't explain, since I didn't perform that backup, but I'll take steps to fix that in all future backups.) And since all my work related materials back up constantly in real time to SugarSync, they were all there waiting for me when I re-synched. Yea!
• More good news is that even while my computer systems were down, I was still able to answer emails and remain connected with clients, colleagues, business contacts and friends (and even a few Tweeps!) via my phone - thank god for my trusty Droid!
• The bad news is that re-downloading large software programs took forever, and it seemed that my internet connection selected those two days to be particularly slow. Or perhaps that's just my paranoia at work. Anyway, I took the opportunity to order disks of some of that software so that if, heaven forfend, this ever happens again, I can just re-install from the disks.
• I also realized that I need to better familiarize myself with my external backup system. Restoring from SugarSync was pretty seamless - perhaps because I work with it a lot more, but restoring data from the external drive had a few kinks. Nothing devastating mind you, but just not as streamlined as I'd like, so I want to address that and establish a better protocol, so I'm armed for future tech glitches.

And of course, I'm still not back to normal. I still have software to re-install, and my music library isn't back yet, and files are still in weird places on my hard drive and I need to clean that up. But I'm functional. I did triage, and restored the systems I needed most urgently for my business, my client work and my writing projects. The rest I'll keep chipping away at.

So. How was your week?

Method to My Madness: Getting More Done

Running my own business requires a different mindset about time management than that which served me as a law firm employee. I have many more tasks requiring my attention, and a different set of priorities. This has necessitated a "re-think" about the organization of my time.

As a paralegal in a law firm, my to-do list flowed from my case deadlines, and assignments from attorneys. After all, most case deadlines are pretty non-negotiable! That motion must get filed by this time on this date, and I must move heaven and earth to make that happen. And when a partner calls wanting something done, the only appropriate response is, “On it!”

Now as a virtual and freelance paralegal, I still have deadlines for case work assigned by my attorney clients. But on top of that, I also have a host of business related tasks I must perform. No matter how much client work I have in the pipeline (and I want to have a lot!), I ignore these other tasks at my peril, because my flow of future client work depends on them.

When I first started this business, I naturally used my old method of a long, daily list of to-dos, largely driven by external deadlines. But when I began adding those business and marketing related projects into this list, two things happened.

First, the list got overwhelmingly long!

But second and perhaps more problematic, because the business related tasks didn’t usually have the hard deadlines that the client projects did, they got shoved to the side. Or they led to a lot of disorganized and confusing “project jumping.” My sense of the priority of these business tasks was so subjective and fear driven, that I found myself switching from one thing to another to the point that little got done.

I needed a better way.

I've posted before about my realization that I need a strategy for prioritizing my to-dos. As my thinking has evolved – or perhaps as my frustration level has become unbearable – I’ve also realized I need a structure. Something to keep the daily list below 25 items. Or even if I'm using the post-it method (which is that your daily list has to fit on a post-it - see here), I need something to prevent those items that never make it onto the post-it from completely falling through the cracks.

So now I’m trying the “days of the week” method. In other words, categories of projects are assigned to different days of the week.

Now, some tasks need to be done every day. Like client work – I do whatever it takes to get it done, get it done well, and get it done on time. Also exercise – I really try to do this every day. Also Twitter, reading and commenting on blogs, and other social media activities – I spend time on them most days, although not the same amount of time each day. (Why waste time on this? See here and here.)

Another item I can’t assign a day to is in-person networking events. I see big benefits from these for my business, so I attend them whenever they occur and schedule everything else around them.

But the bigger biz-related projects? I’ve assigned them days. For example, I reserve the same day each week for working on my Newsletter. (Not a subscriber? See the sidebar!) I reserve a different day each week for article writing. And yet another day for my website. Etc.

What’s helpful about this is it thwarts my temptation to switch projects every time I get an idea. Say I get an incredibly great idea about organizing an article I’m writing. Typically I would start worrying about the article, and maybe I would even stop what I’m doing to work on it. But this way, I jot the idea down, tell myself I’ll flesh it out on my article writing day, and then continue what I was doing. Or suppose I get a sudden surge of panic that my newsletter isn't ready and it has to go out next week - OMG! I tell myself to relax, that I’ll finish it on my upcoming newsletter day. And I go on with what I’m doing.

Another benefit is that I can actually assure I will get to my accounting, and other administrative stuff! After all, I’ve reserved Mondays for that! It makes it much harder to come up with a convenient excuse to avoid working on that stuff I don't enjoy but need to to!

This method is working for me at the moment, and I find I’m managing to move more projects forward. How about you – what do you do about managing your to-do list?

Virtual Paralegals in Litigation Part 4: Trust!

Can a virtual paralegal benefit a solo or small office litigation practice? Absolutely! The purpose of this series is to discuss those benefits, and answer some of the questions litigators have about working with a virtual or remote working paralegal.

In recent posts I discussed a way to think about the title "virtual paralegal," the readily available technologies virtual paralegals use, and issues related to security and confidentiality.

Today we discuss another area to investigate when contemplating working with a virtual paralegal:

Trust. In all work relationships, trust takes time to build and develop. When attorneys hire permanent staff, they do their best to assure the new employee will be an asset to the team, and then take the time to get to know the employee's work first hand.

Of course, when a full time or contract paralegal works in house, the attorney can obverve his or her work ethic and output. But how does an attorney monitor a remote working paralegal?

First of all, every attorney contemplating hiring a paralegal, whether full time, contractor or remote working, inquires into the paralegal’s training, background, work history and references. In my home state of California, an attorney will also want to verify that the paralegal has met the training and continuing education standards required by Bus. & Prof. Code §6450.

As we discussed last time, all paralegals are bound by the same rules of professional conduct regarding client confidentiality that attorneys are. A qualified virtual paralegal selling services to attorneys knows this, and wants to protect the confidentiality of an attorney’s clients. Moreover, the virtual paralegal’s Contractor Agreement will no doubt address this issue.

In addition, a competent virtual paralegal will have enough work experience to provide a reasonably accurate estimate of the amount of time a given project will take. She or he will provide regular progress updates, and immediately advise an attorney client of the reasons for any delays or revisions to that estimate. A remote working paralegal’s business will suffer if she proves herself unable to perform the requested work in the allotted time frame.

Attorneys and firms will want to vet any virtual paralegal they are considering hiring. Perhaps they will even want to spend time developing a professional relationship prior to hire, or assign small jobs to see how the paralegal performs before entrusting her with major projects.

As with all other aspects of the working relationship, clear and frequent communication is the key to developing trust when working with a virtual paralegal. When each party communicates clearly about his or her expectations, the project instructions, and the progress being made, everyone wins.

And finally we come to the last question to consider in hiring remote working paralegals: Delegating suitable tasks. Tune back in next time in for Part 5.

5 Reasons Law Firms Hire Virtual Paralegals

I read an article today on Software (tweeted by @donnaseyle) called Business | 5 Reasons Law Firms Hire Virtual Legal Receptionists, by Ben Anton, which was a dead-on description of why virtual receptionists are so beneficial. It prompted these thoughts of my own.

Here is my assessment of why law firms – and solo practitioners – benefit from hiring virtual paralegals.

Time is at a premium in any business, but this seems particularly true in the small or solo law office. While there may be the same amount of work as in a larger office, there are fewer hands to do it. Moreover, particularly in this economy very small offices are not in a position to add to their payroll by hiring a full time paralegal to help them bear the load.

So using Anton’s article as a springboard, here are five benefits lawyers and small firms can receive from hiring a virtual paralegal:

1. “Increased happiness and job satisfaction.” Successful law practice involves a wide spectrum of tasks – from very substantive legal research and analysis, to drafting legal documents, to managing and organizing client and production materials and communicating with clients. Hiring a paralegal to assist with document management and simple drafting tasks, for example, can free a busy attorney up to perform the substantive research, briefing, and client communications most suited to his or her training and expertise. This makes everyone happier.

2. “Increased efficiency.” Virtual paralegal services can make a lawyer more efficient. The ability to delegate tasks to his or her paralegal, be it suitable procedural research, drafting of simple pleadings, or assisting with discovery or trial preparation, enables a lawyer to handle a larger client case load and still assure competent representation of each client.

3. “Lower labor costs.” Hiring a virtual paralegal can be much more cost efficient than hiring a full-time, in-house paralegal. A virtual paralegal is only paid for time actually worked. No more paying for down time or overtime. In addition, the small office saves the benefit costs associated with employees. And finally, there are no costs for work space, supplies or equipment.

4. “A better office environment.” When lawyers, and any staff they do have, are freed to perform those tasks they are best at, while a virtual paralegal takes care of all suitable paralegal tasks, the work load is eased for everyone. Moreover, we all know that deadlines loom at times and create mountains of work that must be gotten through, regardless of the limited number of hands on deck or hours in the day. A virtual paralegal can help shoulder the extra work load during those crunch times.

5. With a virtual paralegal, lawyers have an added tool at their disposal for assuring that each task in each of their cases is being handled, and nothing is falling through the cracks. This enables lawyers to assure that each of their clients receives the attention and excellent legal services he or she deserves. It enables lawyers to be as responsive as possible to all their clients, which provides a competitive advantage in today’s competitive market.

Many benefits are to be gained by solo practitioners and small law firms by employing a virtual paralegal to assist with the work load, including improving case management, creating more efficiency, and of course, saving costs. This does indeed make for happier lawyers and ultimately, happier clients!

Some of the Things I Need to Know I Didn’t Learn in Kindergarten

Whatever our chosen profession, we’re always learning.  I’ve tried to learn most of my paralegal skills through formal education, observing others more experienced than myself, being mentored, etc.  However, I’ve got to admit that some of my greatest lessons I learned from my mistakes!
 
Early in my career, I was a paralegal in some small law firms, where I was mentored by some very skilled attorneys, and had the chance to do some fairly substantive work.  But as I say, I was inexperienced, and mistakes were made.  By me, that is.  Now I look back on that time fondly because it was formative and my mistakes made me a much better paralegal.
 
One of my attorneys frequently tasked me with writing letters and drafting discovery requests for her, and she was irritated when I gave her drafts containing typographical errors.  It only took a few occasions of being thus taken to task before I learned to proofread everything I wrote.  Again.  And again.  And even backwards.  And I’m grateful to her, because there is really no excuse for giving a supervisor a draft containing typos.  Why shouldn’t my work be as flawless as it can be?  Why should I ever strive for anything less? 
 
There was a day when one of my attorneys phoned me from a deposition quite concerned because he had no court reporter, and it turned out this was because I had failed to schedule one.  Yikes!  I immediately phoned our favorite court reporter who, in a great stroke of luck, happened to be available.  She got to the deposition in record time and saved the day, while I learned a big lesson about keeping deposition checklists to assure everything was scheduled in advance and every detail was in order.

I worked with another attorney whose biggest peeve was people making excuses.  He could forgive any mistake (my failure to reschedule an expert's trial testimony comes to mind!) if one would only own up to it.  So when something went wrong, I learned to make a beeline to his office to talk it over with him, ready with a proposal for fixing it and ready to take my lumps and do whatever had to be done.  He may have been disappointed at the error, but he respected my frankness, and this habit of taking responsibility for my mistakes has served me well ever since.
 
There was another occasion early in my career when I was put in charge of a large filing with a lot of evidence, much of which had to be filed under seal.  I delegated the project of preparing declaration exhibits to a junior clerk.  This was the right thing to do, because she was bright and hardworking, and I couldn’t get everything done myself.  But my mistake was in blithely handling my part of the filing without adequately supervising her portion of the project.  When I checked in on her and her crew mid-afternoon and found they were far behind schedule, I realized we were in danger of missing the filing deadline.  PANIC! 

I rushed to my supervising attorney, described the problem, and we devised a Plan B and made our deadline, but I’ve never forgotten this lesson.  It is a good idea to delegate tasks, but I cannot delegate supervision.  I need to see the big picture, stay on top of all the moving parts, check in on my team, make sure everything is on schedule and if it’s not, readjust immediately.  Often this means doing less of the work myself, in order to supervise the work others are doing more effectively.  The experience made me a much better manager of staff and projects, which is an important skill for a paralegal to have.
 
Got your own stories of lessons learned?  Feel free to share them in the comments!

Apologies to lovers of Robert Fulghum's All I Really Need to Know I Learned in Kindergarten, with a note to say many things I did learn in kindergarten still serve me quite well too.

Building My Business or Spinning My Wheels?

When I first started my own business, I floundered trying to figure out how to be productive.  After all, I had spent much of my work life having my activities dictated by supervisors.  Obviously, one of the appeals of entrepreneurship is that I do in fact now set my own schedule and determine my own work activities!  But instead of being happy about that, I was frustrated at all the distractions hurtling my way that I wasn’t managing well, and anxious that I wasn’t getting enough done, or wasn’t getting the right things done.

After all, there are many things I need to fit into my schedule in order to keep my business running, and part of my learning curve as a new entrepreneur has been figuring out what those things are.  I devised ever longer lists of activities I hoped would grow my business.  Yet, even with to do lists, I still wasn’t content with my progress, and felt that important tasks were slipping through the cracks due to distractions, or poor time management, or perhaps just through poor prioritization.  Or perhaps because I just didn’t know what the heck I was doing!

Mostly I felt I was spinning my wheels.
 

Finally the messages of the business books and blogs I was reading sunk in, and I stepped back and thought about strategy.  I’ve written about this before, but it bears repeating.  Mitch Joel talks about tactics - in my case my to-do list - being useless without a strategy.  I needed to ask myself why I would do any of the tasks on my to-do list, and which piece of my overall strategy each item supported.  So I sat down and thought about my business strategy, and prioritized broad business goals.  Then I listed categories of tasks under each goal, and I made sure that every task I dreamed up to do fit somewhere into that strategy and supported at least one of those goals.
 

Even that wasn’t enough.  It doesn’t do to merely write up a strategy; I must implement it.  So I have devised a daily schedule for myself.  I have even set up reminders.  And I am trying to stick to my schedule.  I may make daily decisions about flexing parts of the schedule here or there depending on my client commitments or appointments, but I am finding it tremendously useful to have thought through a plan for my day which is based upon my business strategy, rather than the whim du jour.  Here’s how it works.
 

Obviously work for my clients takes priority, and having lots of client work is the point of the whole exercise.  So when I have client work to do, I devote large chunks of time to it, and fit other tasks in as I may.  That said, these are the tasks I make sure I work into my schedule.

Social Media

 

I set aside some time each day for LinkedIn, Twitter and my RSS feed.  I check in on LinkedIn, see if there are any group discussions I want to contribute to.  I skim through my various Twitter feeds, click on interesting links, and retweet things I find useful.  I skim through the blogs in my RSS feed, and comment on or tweet blogs posts, as seems appropriate.  The business strategy here is three-fold.  First, it’s educational for me; it helps me keep abreast of the trends in my industry.  Next, I am building on-line relationships with people in my field from whom I can learn and whom I can perhaps assist.  And finally, I am developing my “brand” as a skilled paralegal who is an expert in her field.  However, I could spend all day on these things, so I set a time limit to it – I try to keep it to an hour (90 non-consecutive minutes max).
 

Writing

 

I set aside time for writing projects.  I am always working on articles related to the legal industry and/or paralegal work.  I make them available for download on my website, and I plan to pursue publication avenues for some of them in the future.  The business strategy behind this is twofold:  I want to continue to learn and keep my skills sharp, and the research required by writing articles accomplishes this.  And second, writing articles helps me in that above-mentioned “brand development.”

Marketing

 

Do you remember that line from the movie Glengarry Glen Ross, “Always Be Closing”?  The business strategy here is “Always Be Marketing.”  I can’t afford to take a break from this.  I need to find ways to reach new markets, and to stay on the radar of potential clients.  I always have a few marketing projects going, whether it’s tweaking my website, developing new marketing materials, executing a direct mail campaign, building my marketing database, in person networking with former colleagues or potential clients, or studying marketing books.  I need to be relentless in my marketing efforts in order to keep business coming in the door.

The Rest of It

 

Recently I have begun scheduling regular time for writing posts for my two blogs, because I’ve realized that was the only way I would fit it in.  It is my hope that this will help me post a bit more consistently in the future.  I also set aside time most days for a little work-out, and this happens whether I have client work or not.  No one is going to keep me healthy but me!
 

Add in errands, meal preparation, and reading my various business books and magazines, plus some cooking magazines and the occasional novel (this usually happens in the evenings when my brain is too weary to “work” any more), and my days are very full!  That’s a good thing!
 

But the best thing of all is that when I regularly review my strategy for growing my business and the activities needed to support that strategy, and then stick to a schedule for chipping away at these activities, I accomplish more, and I hope the things I accomplish are actually pushing my business strategy forward! 

 

What are your time management strategies?  Feel free to share them in the comments.

Blog Current: Wading Through an Endless Flow of Ideas

Why do I subscribe to blogs and news feeds?  Because subscribing is such a huge time saver, as shown in this cool little video!
 
But the prior question would be why do I read blogs at all?  Because I want to keep abreast of law practice trends.  Because I never owned a business before, and I barely know what I’m doing.  Because some days I’m scared to death!  Oh, and because it’s fun!
 
The blogs in my RSS reader fluctuate.  Being self-employed, time management is something I constantly wrestle with.  Mindful that I need to spend time on the most important things, I regularly review my subscriptions and remove blogs that I’m either – let’s face it, just not reading – or else not benefiting from any more.  But what benefits me?

Those benefits fluctuate too, as I move through different phases of my entrepreneurial pursuits, but generally, my blog subscriptions fall into three categories: law and paralegal blogs; marketing and business blogs; and what I think of as “entrepreneurial inspiration” blogs.  (There are also food/wine blogs, but that’s a topic for Sonoma Sip.)  

Here are just a few of the blogs in each category that I read regularly.
 
Legal Profession
 
LTN Law Technology News – LTN is a news feed of articles from a variety of sources focused on technology in law practice.  As technological advances have always been of great interest, but also of great importance to me as a paralegal, I find this feed extremely useful.  It also has a focus on e-discovery, which is a big interest of mine.
 
Practical Paralegalism – Lynne DeVenny is a North Carolina paralegal who writes a highly engaging blog about and for fellow paralegals.  Her posts are a mix of education, paralegal news and funny or moving anecdotes, and I always enjoy it.  Check it out!
 
Georgetown Law’s E-Discovery Law Blog - As I mentioned, I'm quite interested in e-discovery, and consequently I subscribe to a number of e-discovery blogs.  Scholarly yet very clearly written, it covers an interesting array of e-discovery related topics.
 
Marketing & Business Advice
 
Six Pixels of Separation – a marketing blog written by Mitch Joel of TwistImage.com, author of the recent book by the same name.  I enjoyed the book, and I also subscribe to Mitch’s podcast.  If there is one significant message I’ve gleaned from Six Pixels, it is to continually ask myself why.  Why should clients hire me instead of someone else, why is anyone interested in anything I have to say, why am I choosing this marketing method over another?  My strategy has to dictate my tactics; otherwise everything I do is just a distraction.(fn)   Thought-provoking stuff!
 
IttyBiz: Marketing for Businesses Without Marketing Departments – a hilariously funny yet very insightful blog written by Naomi Dunford.  I need to remember not to sip coffee or wine or any other liquid while reading Naomi’s posts lest I spew it all over my computer when I burst out laughing, and the smiles would be reason enough to read it.  But the blog is also full of marketing insights geared straight toward my very small sort of business.
 
Entrepreneurial Inspiration
 
Buon Viaggio – a blog written by Barbara Winter of JoyfullyJobless.com fame.  As I’ve mentioned in previous posts, her book was highly influential in my decision to start my own contract paralegal business.  Her blog continues to inspire, and encourages me to revel in the fact that despite all its challenges, becoming self-employed was the best thing I could have done in this season of my life.
 
Seth’s Blog -  I realize it’s quite unoriginal to adore Seth’s blog – it might just be the most popular blog on the planet – but I don’t care.  Seth’s posts are endlessly honest, insightful, and arresting, and I rarely if ever fail to be challenged by them.  Perhaps the two most transformative messages for me have been the importance of generosity in my life, in my relationships, in my business, and the importance of what Seth calls “shipping.”  Do it.  Get it on the market.  Start the business.  Execute the plan – not the perfect plan, just the plan I have right now.  Act, move, get it done.  I need this kick in the pants every day!
 
I could talk about many more noteworthy blogs – and perhaps I will in a follow-up post.  These blogs might not be your cup of tea – what benefits me right now might be – probably is! – different from what benefits you.  Regardless, I wholeheartedly recommend that you spend a slot of time a day or a week feeding your mind with insights from others that might hone your skills, challenge your thinking, give you new ideas, or simply provide encouragement that you’re on the right track!
 
So what are you reading?  Feel free to share it in the comments!



fn:  Six Pixels of Separation: Everyone is Connected. Connect Your Business to Everyone, by Mitch Joel, at 50-51. New York: Business Plus, 2009.

Sunday Six Word Memoir

While an interesting litigation project for a client took precedent this week, the remainder of my time was completely absorbed by a computer upgrade.  I had been intending to upgrade my computer for quite some time, as my PC was old.  However, frightening “blue screen of death” error messages – which given the age of the computer, I saw no point in trying to trouble-shoot - hastened matters.  So I took the plunge, made the purchase, and spent this week loading software, working through a few installation glitches, and getting my work space reconfigured for my new laptop. 
 
I’m a fairly proficient user of computer technology, but in the law firm, there was always an IT department to perform these kinds of set-up tasks for me.  Doing it all myself posed an interesting challenge, particularly while working to assure that no technological hang-ups prevented me from meeting my client’s deadlines.
 
So here is the next in my series of Six Word Memoirs – a memoir to encapsulate my week:
 

Add “computer geek” to job description!

Got your own Six Word Memoir?  Feel free to share it in the Comments!

Sunday Six Word Memoir

(One of the many lovely things about Saturday and Sunday is that they both begin with the letter S.  Which means I can post a Six Word Memoir on either day.)

This week was characterized by a lot of thought given to fine-tuning a strategy for my business, and a resulting prioritization of the activities I spent time on.  I made a huge effort to spend the bulk of my time on activities I hope will make the most marketing sense, and tried to minimize activities which, however interesting, weren’t geared toward garnering me clients in the short term.  I think this was a beneficial focus for the week, and I was much more productive.
 

So here is the next in my series of Six Word Memoirs – a memoir to encapsulate my week:
 

Every activity targets visibility to clients.

Got your own Six Word Memoir?  Feel free to share it in the Comments!