part 1 - tools for streamlining and automating your law practice
TRANSCRIPT
Tools for streamlining and automating your law practiceMarch 14, 2017 • Seattle, WASolo & Small Practice Section Annual CLE
Greg McLawsenManaging Attorney
Greg McLawsenManaging AttorneySound Immigration
Twitter: @mclawsen [email protected] www.soundimmigration.com
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www.soundimmigration.com/events
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Outline
Against efficiency Focusing on the goal
01
The lawyer as builder A different framework
02
Känbän Visualize your work-in-production
03
Online kanban tools Start experimenting
04
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The hellishHome Depotvortex.
The sink project
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What is the goal?
AttorneySee my client achieve her
goal and be fairly paid for my work
Client Close the deal on my
property
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The lawyer asbuilder.We manufacture legal products, and that’s a good thing.
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The lawyer as builder
Historically we have been artisans
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We are also builders
shipping legal products.
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The lawyer as builder
Once upon a farm
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The lawyer as builder
#NotAJoke
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The lawyer as builder
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Packing station
Love note station
Handcuff station
The Bottleneck
• Card station is the bottleneck
• Bottleneck = system constraint
How do we improve?
• Subordinate to the constraint
• Elevate the constraint
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The lawyer as builder
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Associate Paralegal
Partner
www.soundimmigration.com/lawyers
KänbänThe free technology you never knew your firm needed
Kanban
Känbän (看板 ): lit. “signboard.”
A way to visualize work in progress.
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Känbän
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How to kanban
What’s on your plate?
What isn’t?
To do Doing Waiting DoneClient 1 Client 6 Client 8 Client 15Client 2 Client 7 Client 9 Client 16Client 3 Client 10Client 4 Client 11Client 5 Client 12
Client 13Client 14
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Känbän
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Waiting on client
Waiting on 3rd party
To do Doing Done
Client 8 Client 20 Client 1 Client 6 Client 15Client 9 Client 21 Client 2 Client 7 Client 16Client 10 Client 3Client 11 Client 4 Client 12 Client 5Client 13Client 14
Our first learning experience.
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Känbän
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Prospects Waiting on client
Waiting on 3rd party
Doing Delegated to LPO
Filed Holding pattern
Done
Our current Kanban columns at Sound Immigration
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Känbän
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Intake Client questionnaire
Paralegal draft Senior attorney review
Sample Estate Planning Kanban
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Känbän
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Sample Property Purchase/Sale Kanban
Client questionnaire
Paralegal draft Senior attorney review
Property inspection
Appraisal Waiting on other party
Litigation is tricky
1. What’s the next action?
2. Where is the case in its lifecycle?
To do Doing Waiting DoneClient 1 Client 6 Client 8 Client 15Client 2 Client 7 Client 9 Client 16Client 3 Client 10Client 4 Client 11Client 5 Client 12
Client 13Client 14
Investigation
Discovery Motion Practice
Trial prep
Client 1 Client 6 Client 8 Client 15Client 2 Client 7 Client 9 Client 16
Client 3 Client 10Client 4 Client 11Client 5 Client 12
Client 13Client 14
1
2
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Känbän
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One litigation solution: add a dimension
Investigation Discovery Motion Practice Trial prep
Partner
Associate
Paralegal
Waiting on client
Waiting on opposing party
Waiting on third party
Waiting on court
Opposition has provided
discovery, now ball moves to partner to set
motion practice strategy
Where’s the next action?
Where is the case in its lifecycle?
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Känbän
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Not “just” for case work
Online kanban tools
Start analog.John Grant@JEGrant3
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Online kanban tools
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Trello
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Online kanban tools
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Trim, intuitive interface
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Online kanban tools
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Checklist
Comments/case notes
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Online kanban tools
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LeanKit
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Online kanban tools
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Favorite feature: board within board
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Online kanban tools
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Online kanban tools
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LPM build around kanban
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Agile Attorney Slack Group
agileattorney.com/join-the-agile-attorneys-slack-group/
Materials from this talk
www.soundimmigration.com/SSP2017
The GoalEliyahu Goldratt
(Painful but helpful read)
Resources
John Grant agileattorney.com /
@JEGrant3 (Mr. Agile Law)
Lawyerist podcastJohn Grant, again
http://bit.ly/1NCXd7d
The Lean StartupEric Ries
Business as experiment
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Thank you!Greg McLawsenManaging AttorneySound Immigration
Twitter: @mclawsen253-203-3170greg@soundimmigration.comwww.soundimmigration.com