In times of unprecedented business disruption, it can be challenging to keep your firm’s day-to-day operations on track. However, clients need assurance their cases are still being handled, your staff needs to work in sync to remain productive, and your firm needs to keep its cash flow moving.

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Welcome to
Our Webinar!
The Bottom Line:
Taking Control of Your Law
Firm’s Financial
Performance
Welcome to
Our Webinar!
How to Run Your Law Firm
Remotely During COVID-19

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Audio Check
Select Telephone or Mic & Speakers
● Telephone
○ Dial phone number, access code, and
audio pin
● Mic & Speakers
○ Make sure speakers are on and volume is
up

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CLE Credit
● Wyoming Bar
○ 1 General CLE Credit
● Use this Course # to Self-Report to
Your CLE

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MyCase is a practice
management software that
helps law firms solve the
key challenges of running
a business, so they can
grow, scale, and be more
successful.

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Hello!
Heidi Alexander, Esq.
Director, Massachusetts SJC Standing
Committee on Lawyer Well-Being
www.linkedin.com/in/heidisarahalexander
● Former law practice advisor
● Co-Chair, ABA TECHSHOW
● Expert in legal technology and law
office management
● Author, Evernote as a Law Practice
Tool

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Into the
Unknown
NOW
How do lawyers adapt to
the “new normal”?
FUTURE
What opportunities are
presented?
How can we better
prepare for the future?

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Prioritize
● Clients
● Operations
● Start with a list of no more
than five areas. Within each
category, define specific and
actionable tasks.

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● Do you have your client information?
● Where is it?
● Have you notified your clients?
CLIENT INFORMATION

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● What files do you need immediate access to?
● Do you have electronic access to those files?
FILES

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● Can you receive and send communications to
clients, opposing counsel, courts, etc.?
● Can you and do you know how to access email
remotely? Are you doing so securely?
● How will you take calls, make calls, and check
voicemails?
COMMUNICATIONS

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● Can you pay your bills and do payroll remotely?
● Do you pay vendors electronically or by physical
check?
● Do you a have a line of credit or do you qualify for
a SBA Bridge Loan?
FINANCES

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Case Management
Software

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Cloud Storage

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Electronic Fax

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Mail

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E-signatures

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Communication

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Backups

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Security
https://www.techradar.com/vpn/best-vpn

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Management
• Remote check-ins with all staff and managers
• Review policies (sick/paid leave, work hours,
remote access, security)
• Look for opportunities
• Don’t forget to continue to develop business

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Well-Being
• Avoid isolation
• Pay attention to your mind and body
• Maintain daily rituals
• Support Groups

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Resources
• MassLOMAP: www.masslomap.org
• North Carolina Center for Practice
Management: https://cpm.ncbar.org/
• Prioritizing in a Pandemic for Law Firms:
https://www.youtube.com/watch?v=jv6V2NxT
Aow

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Contact
Heidi@lawyerwellbeingma.org
@heidialexander