WHAT IS ALL THIS?
I've worked in small firms for the vast majority of my career. While Big Firms benefit from staff and big administrative budgets, small firms and plaintiff's firms don't--to their detriment.
I want to change that. I want to change that because small firms are where a lot of women and BIPOC folks go practice, I want to change this because I want to tackle attrition, I want to change this because implementing Legal Project Management and small-scale e-discovery solutions saved me...I mean it.
I do this because I am passionate about making law firms more livable.
THE ESI TRACKING SHEET
Over the years, I've developed a system for tracking information in a case. It's not a complicated method, nor does it require specialized training. All you need is excel and consistency.
The ESI Tracking Sheet is a document that serves as a case timeline, an exhibit list, a production log, a privilege log, a disclosure, and an internal case management tool.
I've published its contents on my blog, . But sometimes, folks need some prompting for implementation. This is where the lecture-training comes in. I take your lawyers and your staff through the process of properly tagging, tracking, and accounting for every piece of information that comes into your firm.
The best part? This tool is a gamechanger for any practice area, but especially when dealing with individuals and small businesses. Family law, probate, immigration, personal injury...If you collect documents from your clients and from third parties, the ESI Tracking Sheet will change how your firm operates, for the better.
LEGAL PROJECT MANAGEMENT
Project management is the application of processes, methods, skills, knowledge and experience to achieve specific project objectives according to the project acceptance criteria within agreed parameters. In other words, it's applying project management tools to law firms. The real question is this: Why are we not already doing this across the board?
Countless other industries implement legal project management methods, but law firms have long resisted this practice. They shouldn’t.
Legal Project Management (project management designed and implemented for law firms and lawyers) is groundbreaking, has been around a long time, and has the potential to drastically change the face of our profession. Using either one or more of the following tools, task matrices, backlogs, scrums, swamp outs, and case strategy meetings, law firms can completely change the rhythm, feel, and effectiveness of their work. While nobody wants to go to a meeting that could have been an email, implementing LPM practices ensures that is not the case. Also, LPM can help in decreasing attrition, both by women and BIPOC, because it can address the pressure points that lead to such attrition.
LPM changed my practice and my life, for the better. You can do it too!