With July 4 falling on a Tuesday, this is a quiet week even for busy estate planning law firms. It presents a great opportunity to do a mid-year check up on everything from law firm marketing to crunching financial data and evaluating your law firm resources, including your team.
Let’s start with your office, including colleagues, associates, paralegals and any administrative staff. Is everyone on the same page? It’s not always easy to put together a group of people and expect them to always have the same mind-set. Part of building a team requires hiring for a certain personality as well as a skill set. You can train skills—you can’t train personality.
Hiring is not every law firm’s strong point, so if you find a recruiter or agency that you trust, stick with them. If your firm’s hiring takes place through an online platform like Indeed or Craigslist and it has worked for you, terrific. If your last two hires have been disastrous, maybe it’s time to get to know a local recruiter. The time and money saved should more than pay for any fees.
Is your team an optimistic, forward-thinking group? When you introduce new systems or new ideas, do they rush to embrace change or do they pull back, push back and generally try to thwart your ideas? Here’s where you need to find a careful balance between an authoritative law office that understands the chain of command and one where the input of the team is recognized. This is not always an easy task, and every situation may have a different answer. BUT if you have devoted the time and energy to exploring a new resource that you are convinced will make a difference, you need a team that will work with you, not against you.
Have you reached out to your IMS team lately? We consider ourselves part of your law firm and encourage you to contact us when you run into issues at your firm. With our long history of working with estate planning and Elder Law firms, there are few scenarios we haven’t heard before. We counsel our clients on everything from staff training and development to what you know us best for: law firm marketing. We encourage you to submit a support ticket and let us know where you need help.