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SR Vol 27 No 3, July 2009 - Nova Scotia Barristers' Society

SR Vol 27 No 3, July 2009 - Nova Scotia Barristers' Society

SR Vol 27 No 3, July 2009 - Nova Scotia Barristers' Society

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LIANS<br />

Tips from the RISk & Practice management Advisor<br />

by Deborah E. Gillis QC<br />

Risk and Practice Management Advisor<br />

Tips for building a successful firm<br />

Regardless of firm size or<br />

practice areas, successful<br />

firms have many common<br />

characteristics, which I address in<br />

this article. These include:<br />

• Completing regular checks,<br />

both firm wide and individually to<br />

look at strengths, areas that need<br />

improvement and emerging trends.<br />

Successful firms anticipate and<br />

prepare, rather than react.<br />

• Successful firms recognize there<br />

is a huge business component to the practice of law and take<br />

the time to educate new associates on this important aspect of<br />

the practice. These firms either offer or encourage participation<br />

in continuing legal education (CLE), which covers topics such<br />

as time management, billing, client service, communication,<br />

marketing and risk management.<br />

• Risk management is an important part of the successful firm’s<br />

culture. Everyone is educated on the importance of a welldocumented<br />

file and attention to detail in all aspects of work<br />

product. Compliance with well-developed risk management<br />

policies is expected from everyone in the firm.<br />

• Successful firms provide excellent client service, exceeding,<br />

not just meeting, client expectations. To do so, they manage<br />

expectations from the outset, and take the time to explain the<br />

legal process, the range of possible outcomes, communication<br />

policies and the billing process with their client. At the outset,<br />

they effectively screen clients whose expectations they feel<br />

cannot be met.<br />

• Successful firms also devote the time and resources necessary<br />

to properly train and manage support staff. With the significant<br />

reliance placed on support staff, successful firms recognize that<br />

it is critical that they receive ongoing training in firm systems<br />

and are properly supervised.<br />

• Lifelong learning is a priority for everyone in a successful firm.<br />

To help achieve success in your practice, consider participating in the<br />

workshops and presentations that I will be offering in the next 12 months.<br />

These sessions are designed to help you manage your risk, and succeed<br />

in practice.<br />

As well, access the excellent resources available through the Library and<br />

Information Services department of the <strong>No</strong>va <strong>Scotia</strong> Barristers’ <strong>Society</strong>.<br />

These resources include texts on:<br />

• client relations<br />

• practice management<br />

• marketing<br />

• professional growth<br />

• work/life balance<br />

• technology<br />

• time management<br />

Deborah E. Gillis, QC, is the Risk and Practice Management Advisor for LIANS.<br />

She may be reached at 423-1300 ext. 345 or at dgillis@lians.ca.<br />

• Successful firms take the time and devote resources to select,<br />

train and supervise their young lawyers. They recognize that<br />

mentoring young lawyers and supervising their work closely<br />

has huge long-term benefits.<br />

<strong>July</strong> <strong>2009</strong> 21

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