The Joy of Delegating

The Joy of Delegating

No one needs to tell you – lawyers are busy people, especially if they run their own practice. Sometimes, they’re so busy running their practice, they don’t get to spend too much time doing what they got into law to begin with: helping people achieve the best outcomes possible and providing peace of mind that their affairs are in order. And that’s where delegating comes in.

Building a confident, cohesive team that you can depend on to run your law office while you focus on helping your clients will put you on the path to success. In order to do that, though, you need to learn which tasks you can delegate and choose the right people for the job. Here are some of the key tasks you’ll want to delegate in order to build that successful law firm you’ve always dreamt of:

Accounting

One of the most important tasks to delegate in a law firm is accounting. Why? Because that’s how you get paid! I don’t know how many lawyers I’ve spoken to who are constantly seeing clients, but their cash flow just doesn’t reflect that fact. Managing invoices, accounts payable, trustee accounts, and payroll is a huge task – especially on top of all the legal work that comes along with being a lawyer. Hire a bookkeeper – full-time, part-time, or even virtual –and you may see an increase in your finances and, just as important, a decrease in your stress levels.

Phone Calls and Paper Work

How much of your day is spent taking phone calls or filling out paperwork? A competent administrative assistant can definitely help in this regard. You need someone who can handle difficult phone calls, answer a wide range of questions (and also know when not to answer a question), and take care of the mountain of paper work that comes with running a law office. If you’re running your office on a budget, consider hiring a virtual receptionist to pick up the phone for you.

Intakes

Separating the good potential clients from the bad can be a time-consuming process, and one that requires a person skilled at intakes. You don’t want to bring in every person who calls – you’ll spend all your time in initial consultations that never go anywhere. And obviously, you can’t be TOO picky otherwise you’d never see any clients. A good intake specialist can make or break your business, so fill this role carefully.

HR

You went to law school to become a lawyer, not a manager. Let someone else handle employee disputes, vacation requests, and all the other little day-to-day things that keep you from focusing on the practice law. Give them enough input so they know how you want your firm to run, then let them have at it!

If you want to talk more about delegating tasks in your law office and freeing up your valuable time, along with how we can save you time on your marketing, then schedule a no-strings virtual cup of coffee with me and let’s chat about how many hours we can save you each month.