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This section covers succession, specialisation, mergers, selling a law firm, becoming a partner, and business structure

How to set up your firm’s systems to provide the information that enables you to improve profitability and cashflow

How to avoid professional negligence claims, with examples of common problems and suggested solutions. Plus FAQs on PII

This is a new section and only covers SRA Accounts Rules and GDPR at the moment. More articles will follow

How to protect your law firm from cyber attacks. What steps to take if your systems are hacked

How to recruit and retain a team that is both happy and highly effective, dealing with the HR issues along the way

In marketing, like anything, you need to get the basics right. Otherwise the time and money you invest in marketing will be wasted

How to win new clients, make the most of existing relationships, encourage referrals and generate new leads

How to approach creating a law firm website that works, from agreeing your objectives to making sure you get the results you want

Why lawyers need to know about social media, how to make the most of the opportunities and how to avoid potential pitfalls

How to use PR to build your firm’s reputation; and how to create cost-effective advertising – traditional and online – that delivers results

Holding effective meetings - checklist

Catherine Gasparini

Badly planned and run meetings can be a huge waste of lawyers' billable time and divert support staff from more productive activities. Read our step-by-step checklist on using meeting time efficiently – and tips on how to approach the typical meetings that lawyers have, writes consultant Catherine Gasparini. (22 July 2020)

 

  • Identify the meeting objectives - for example, to discuss issues and make decisions, to brainstorm ideas or to motivate a team.
  • Decide who needs to be present and why.
  • Arrange a date, time and place. Make any administrative arrangements including organising the venue, refreshments and, if necessary, a secretary for the meeting.
  • Set the agenda, with a clear objective for each item; note who will lead the discussion of each item.
  • Prepare a timetable, allocating time for each item. Consider separate, shorter meetings if there is too much to cover in a reasonable time.
  • Circulate the agenda and any supporting papers as early as possible.
  • Prepare: if necessary, discuss sensitive issues or agree your approach with key participants before the meeting.
  • Start the meeting on time, welcome participants and make introductions; explain the timetable and administrative arrangements (eg breaks).
  • Introduce each agenda item in turn in a balanced, positive fashion.
  • Control the discussion. Encourage quiet participants, and restrain attempts to dominate the discussion or to raise unrelated topics.
  • Give your own views after other participants; summarise the discussion.
  • If appropriate, agree a decision; clarify responsibilities and deadlines for any action points.
  • Stick to the timetable. Be prepared to hold over topics for further discussion at a later date if necessary.
  • Address any non-agenda items which have arisen; discuss them at the end of the meeting if appropriate, or agree to postpone them.
  • Reiterate the main points and thank participants to end the meeting.
  • Circulate minutes of the discussions and action points agreed to all participants and others affected as soon as possible; monitor subsequent progress.

Who are you meeting with?

Nicola Jones

Nicola Jones of Athena Professional offers some tips on how you should vary your approach for three different types of meeting.

 

 

 

Team meetings – for example, to progress a matter or to plan the next steps in updating the firm's IT systems.

  • Be clear about your role. As a partner, you want to set the direction but then step out of the way.
  • Be open to letting others lead the discussion – particularly for project teams where support staff may have greater expertise and be more familiar with the latest state of play.
  • Avoid the temptation to sit in on every meeting. Delegate properly. Minimise the number of issues and decisions on which you still expect to be consulted.

Firm meetings – for example, a partnership retreat or strategy meeting.

  • Focus the meeting on a handful of key objectives, or one subject you want to deal with in depth. Trying to cover too much risks achieving very little.
  • Think of the event not just as a meeting, but also an opportunity to network with other people in the firm.
  • Avoid the temptation to sit and talk exclusively with people you know. Identify in advance anyone you should target – for example, as a possible source of client referrals. Make an effort to meet new members of the firm.
  • Behave professionally. Make sure you are well-prepared and punctual. Listen to other people's contributions with respect. Your aim is to let them know that you are someone good to work with.

Client meetings – with new or existing clients.

  • Be prepared to invest in meetings. For example, you may want to offer a free initial consultation, or treat a valued client to lunch. If everything is billable, the client will value the relationship less.
  • Demonstrate the standards of service and care they can expect. Be punctual and give clients your full attention. Make sure the meeting venue and catering are of the right quality.
  • Let the client talk. Try to guide the client through your agenda, but by asking questions rather than talking.

 

David Calder"Your behavior sends a powerful message. Be punctual. Aim to minimise possible interruptions and switch off mobile phones unless absolutely essential" David Calder, The Cashroom

 

Martyn Best"Keep them as short as possible, and always have a focus on why you are there and what actions each of you is taking away" Martyn Best, Document Direct


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