May 23

Fully funded programme to develop legal support staff into client service champions – any takers?

Listening to clientsIf you are a legal practice interested in helping your support staff – those in front line contact with clients – to build their skills in client service management, time is running out on a fully government funded initiative that probably gives you what you want.

As a legal practice, you can put 15 or more of your own support staff (provided they don’t already have higher level qualifications like a university degree) through this programme; or you could collaborate with other local legal practices to get at least 15 candidates together.  That would work too, with a minimum of 3 people from each practice so that co-workers can share their thinking, support each other and introduce new initiatives.

This is available to people of all ages now, but anyone aged 24 years or above will not be eligible for this funding after 31st July 2013; so if you want total flexibility in who should take part, you need to apply and be accepted by that date.  There is a pre-assessment, so we’ve set a final deadline for applications to be received by 12 July to allow enough time.

This is a 12-month Diploma in Legal Client Service Management  whereby your people will need to attend just 2 or 3 workshops out of the office during the year (so there is minimal disruption at work) to learn new techniques; then they are assigned a tutor to work with them on directed assignments based on service improvement themes.  Then they are helped to apply this to their job roles and working environment. I would think that ongoing engagement with a tutor focused on factors that impact on service would have substantial value in any legal practice today – enabling you to develop “Client Service Champions” who can focus on this and influence others.

As part of the training process, Personal Learning and Training Skills (PLTS) are explored and evaluated.  These are generic skills that are essential to life, learning and work. PLTS have a significant impact on ability to make a confident contribution, both within and outside of the delegates working environment. They comprise six groups of skills:

  • Independent enquiry
  • Effective participation
  • Team working
  • Self-management
  • Reflective learning
  • Creative thinking

Typically evidence to demonstrate these skills will occur naturally during the programme. This is mapped at outset and it will be the role of the tutor to plan, support and log evidence.

NVQs are assessed at work or in a simulated workplace. The tutor will plan for each unit or theme with the candidates, then observe and ask questions as they perform a task. In addition, they will create, under guidance, a portfolio of work which will provide evidence of learning and application in the workplace. This might include written statements, testimonials from line managers, emails or other organisational documentation, customer feedback – even video and voice recordings.  Once complete, this will confirm that the candidate has got the skills to do the job well.

  • An online assessment tool called Smart Assessor enables candidates to manage all aspects of their programmes. Smart Assessor is a web-based system used by Rocket to report and manage progress throughout the programme.
  • With Smart Assessor, everything is online. Rather than working with bulky paper portfolios, learners and assessors access a web-based e-portfolio that contains all their relevant course materials.
  • Individual users upload NVQ evidence and VRQ assignments to the system allowing those involved in the learning process to plan, give feedback, assess, verify and finally award the qualification.
  • Smart Assessor offers flexibility, customisation and total security for each programme and every learner on that programme.

Functional Skills are assessed through simple online tests. Initially candidates will complete a diagnostic assessment to identify if they have any development needs. If there is no further development needed, they can have a go at some sample tests before completing their final assessment. Where the diagnostic indicates particular development is required in either Maths or English, the course tutor will discuss how this can be provided most effectively by understanding personal learning preferences, before entering a candidate for final assessment.

If you want to explore this further, the first steps to take:

  1. Email solutions@inpractice.co.uk or call 0161 929 8355 to let us know that your practice is potentially interested, with an estimate of the number of support staff you want to involve. (minimum of 3)
  2. Complete an “expression of interest” form – which we will send to you on request.
  3. Potential candidates and their manager/s (or similar) would attend a 1 to 1½ hour “Discovery Workshop” to make sure they really want to do it.

Allan Carton

May 01

Launch of Greater Manchester Chamber’s Legal Sector Employer (EOS) Initiative

GMCC Legal Sector EOS launchAround 100 people attended this launch at MMU Business School on 24 April, bringing together senior management from local law firms with Heads of local secondary schools and Sixth Form Colleges.

Go here to DOWNLOAD your free copy of the booklet that introduces what the Legal Sector Employer Skills Group (ESG) is hoping to achieve; aiming to help lawyers become more agile, competitive and sustainable, backed by significant Government funding under the Employer Ownership of Skills initiative which impacts widely on business development.

Working alongside Greater Manchester Chamber and the 9 legal practices leading the ESG, we are currently helping more local legal practices – of all sizes and focus – to get involved in this initiative.

Contact Allan Carton on 0161 929 8355 or acarton@inpractice.co.uk if you would like copy of the slides from the presentations or are otherwise interested in exploring this further.

Apr 28

NEW PUBLICATION: Targeting Profitability: Strategies to Improve Law Firm Performance

Targeting ProfitabilityI wrote a chapter for this book, published recently by Ark Group in association with Managing Partner.

The book comprises 110 pages of condensed content and brings together the views of 14 respected experts in law firm profitability from the the UK and US outlining specific areas within a law firm that can be targeted to introduce improvements, adapt processes and training – to generate an increase in profitability.  The other contributors are Tony Williams, Toby Brown, Robin Dicks, Susan Saltonstall Duncan, Steve Gale, Phil Gott, Brian Helweg-Larsen, Partrick McKenna, Simon Nash, Michael Roch, Joel A. Rose, Richard Tromans and Ori Weiner.

My section “Shifting the IT Focus to Developing Integrated Business Solutions” reinforces a lot of what we are doing with law firms at the minute to help firms address strategic issues where effective use of IT is part of the solution.  So there is commentary here to explain the rationale and give some tips on how to ensure the success of initiatives that are critical to most law firms now to ensure the business is sustainable and profitable.  Initiatives relate to:

  • Management of the new role of the in-house IT team
  • Management reporting, KPI’s and effective performance management
  • Client relationship management (CRM) systems and ethos
  • Proactive Performance management (again) and HR systems
  • Introduction of “lean” business processes
  • Adoption of technology on risk management and compliance; and,
  • Adoption of managed and hosted IT services

DOWNLOAD - Free Exec Summary & Sample Chapter and Buy The Book Here >>

Allan Carton

Apr 20

Preview of GMCC Legal Sector Initiative Launch Event – MMU Business School, 24 April

Carol Bartram from Greater Manchester Chamber, Emma Holt from Panonne and Allan Carton from Inpractice UK presented this at a NatWest breakfast briefing supported by Manchester Law Society on 17th April to about 50 local professionals.

If you are a law firm with offices in the Greater Manchester area – please CALL Chamber Events Now on 0161 359 3597 to book your place.  OR email events@gmchamber.co.uk

Senior managers, management and and managing partners from all local law firms around the Greater Manchester area (not just the city centre and not just the larger firms) should please attend the full launch event to find out how to access their share of the funding earmarked specifically for law firms – currently a share of £8.5m pilot with a bid in the pipeline for £50m in phase 2.

With the legal sector under pressure from all directions right now, don’t miss this opportunity to find out about funding that can help to make your practice more competitive – there are no catches and no obligation to do more than listen!

The Chamber of Commerce and 9 Manchester law firms are leading this, so there has to be merit in finding out more about the initiative. They want more local law firms to get involved.

At this free event on Wed 24th April (Next week) at 5:00 pm at MMU you will hear what a group of local law firms are doing to make use of a share of £8.5m of government funding to improve their business … and how you can join them – so please come along.

The founding law firms leading this initiative with the Chamber (who we are working with) are: Pannone, Slater Heelis, Chafes, Colemans-Ctts, Hill Dickinson, Horwich Farrelly, Stephensons, SAS Daniels and Weightmans.

If you want more information or to discuss this before you book your place – call Allan Carton on 0161 929 8355 or email here.

Apr 16

Tap into your share of £8.5m of funding secured by the Chamber

Greater Manchester Chamber of Commerce Connections LogoA substantial proportion of this has been earmarked for legal practices with offices in the wider Greater Manchester area … and there is a bid in the pipeline for more.

To find out how to get involved and get your share, contact the Chamber to confirm you want to attend the FREE launch event for the initiative at MMU in Manchester, starting at 5:00 pm on Wednesday 24 April.

This initiative is backed by: Pannone, Slater Heelis, Chafes, Colemans-Ctts, Hill Dickinson, Horwich Farrelly, Stephensons, SAS Daniels, Weightmans and more.

Funding is available to firms of all sizes.

By becoming part of the Chamber’s Legal Sector Employer Skills Group, you can use some of that funding to restructure the way you run and develop your practice, so you can survive and remain / become reasonably profitable with all the changes going on around them in the sector.

Don’t let this opportunity pass you by. To BOOK YOUR PLACE or for further information, please email events@gmchamber.co.uk or CALL 0161 359 3597.

Find out:

Why do this?

Like a majority of businesses in the UK, the legal sector has to respond to huge economic pressures. Clients continue to demand more for less, the courts require more rigour in how cases are managed in order to reduce the overall cost of litigation and the Ministry of Justice is limiting public funding of legal services, whilst reducing the fees that can be charged for legal work across a wide spectrum.

These factors are not the only elements that are creating change within this sector there’s also been a significant focus by the Solicitor’s Regulatory Authority, demanding more effective management of all aspects of how legal practices are run.  With the introduction of ‘Alternative Business Structures’ and an in increase in specialisation and commoditisation this already competitive market will not be sustainable under the traditional legal practice model.

Every successful law firm will need to remain agile to meet these challenges by delivering legal services through innovation, collaboration and reorganisation of how people, teams and processes (business and legal) are developed and managed.

Meeting the Challenge: The structure and operations of providers of legal services is changing rapidly.  Paralegals account for over 40% of all fee earners within the legal sector.  This figure is expected to increase dramatically, with highly qualified and well trained paralegals outnumbering solicitors, as firms start to delegate more complex work in a bid to reduce costs, but still maintain high levels of service and standards.

All legal firms are now being challenged to look at not only how they perform their legal duties, but also how they perform as an effective business across all aspects of operations.  There are clearly decisions to be made about critical new practices that laws firm could adopt, including; client relationship management, key performance indicators, lean thinking to improve processes, outsourcing and flexible working.

Although these challenges require a relatively speedy response from the industry, this will not happen overnight.  The transition to create a leaner working model and a more robust and diverse range of skills will require investment of time, targeted training and the right resource in place.

The Greater Manchester Chamber of Commerce (GMCC) Legal Sector has formed an Employer Skills Group (ESG) that will help its members to prepare for the future.  The support provided will enable law firms to develop and structure these teams to deliver high quality, cost effective legal services to the Greater Manchester community.

Employer Ownership of Skills: The Legal Sector, supported by the Greater Manchester Chamber of Commerce, is working with Greater Manchester legal practices to benefit from collaboration to develop effective joint investment strategies, enabling us to work together to drive the development of skills required by legal professionals. This exciting venture will bring law firms, schools and colleges together making it easier and far more effective for law firms to recruit the best people.

Due to the recent success by the Chamber to secure Employer Ownership of Skills funding, the Legal ESG will assist Lawyers to identify skills issues and develop responses to those issues.  It will help them to take strategic leadership in training, and influence the wider skills system.

Time: Wednesday 24th April 2013 – 5:00 pm

Location: The Atrium, Manchester Metropolitan University, Faculty of Business and Law, New Business School, All Saints Campus, Oxford Rd, Manchester M15 6BH

To sign up and sign in to register GO HERE NOW >>   For further information, please email events@gmchamber.co.uk or call 0161 359 3597.

Apr 12

Launch of Legal Apprenticeships a “watershed moment” for law firms and students

Firms now have ‘alternative recruitment choices’, Skills for Justice chief says Alan Woods, chief executive of Skills for Justice (SfJ) has said law firms now have ‘alternative recruitment choices’ following the launch of the new Higher Apprenticeship in Legal Services on Monday.

Woods described launch of the scheme as a “watershed moment” which could change legal businesses “absolutely for the better”.

The new legal apprenticeship, developed by SfJ, the National Apprenticeship Service (NAS), CILEx, Damar Training and Pearson, is equivalent to the first year of a degree and offers school leavers a professional pathway to becoming a qualified fee-earner or paralegal.

The launch came at the kick-off to National Apprenticeship Week, the National Apprenticeship Service’s annual drive to celebrate and promote apprenticeships across all UK businesses and industries.

Acknowledging the dramatic changes being experienced by the legal sector, Woods said it would only be with the benefit of hindsight that we could understand their full extent.

Woods said: “We will of course await final publication of the legal education and training review to see how alternative routes to accessing the solicitor’s profession will work.

“What is really important is that there are now opportunities for legal services businesses to develop alternative recruitment choices, and they do create a quality path for young people to work appropriately at all levels” he said, adding that the new framework was “developed for employers”.

In a speech the following morning at a seminar hosted by Lord Neuberger at the House of Lords, Woods expanded on the benefit of the apprenticeships for businesses, highlighting the government’s investment in apprentice training and saying “apprentices can change your business absolutely for the better”.

The government covers the cost of training for all apprentices between 16 and 18, up to their nineteenth birthday. Additionally, the Apprenticeship Grants for Employers scheme offers £1,500 for small businesses, under 1,000 employees, if they take on an apprentice and have not already recruited one in the past year.

Source: The Solicitors Journal

Mar 15

Find out more about our IT-supported solutions, being used by lawyers to tackle profit margins

Managing Partner, Targeting Profitability with IT Supported Business Solutions

 

 

www.inpractice.co.uk

Jan 11

Employer Ownership of Skills funding for Paralegals for Greater Manchester Law Firms

The Law Society backs Paralegal recruitment and development through Legal Apprenticeships

Funding is available through the Greater Manchester Chamber of Commerce, Legal Sector Employer Skills Group (ESG) to support law firms to employ young people to be trained as Paralegals, in line with nationally recognised Paralegal qualifications through the Apprenticeship Programme. 

We will publish more information here shortly about the “Higher Legal Apprenticeships” and other paralegal qualifications and career paths that are being developed now to take more young people into a rewarding career in the legal services sector – all of which is being supported by this Chamber of Commerce, Legal Sector initiative.  These initaitives will also enable participating legal practices to work more closely with schools to attract the right talent to fill these roles.

Funding available through the Legal Sector ESG will support initiatives that enable participating legal businesses to:

  • Create a collaborative, innovative and enthused working environment where development of young people can thrive;
  • Evaluate and recruit young talent who can learn and develop within the culture and ethos of their employer;
  • Provide legal and business training for paralegals to nationally recognised paralegal qualifications;
  • Develop a rewarding career path, enabling young people to achieve their full potential within the business;
  • Introduce the new mix of business skills needed to manage the development of paralegals throughout the business;
  • Introduce appropriate business structures and processes to enable the practice to maximise the value of paralegals to the business.

If you are interested in funding for these Paralegal Apprenticeship, secured through the Legal Sector ESG please contact Allan Carton on 0161 929 8355 or at acarton@inpractice.co.uk 

Jan 06

Test Drive 4 Key Initiatives for 2013 – CRM, KPI’s, Lean Thinking, IT

As we head into a second critical transitional year for the legal sector, there is a driving need to be pro-active in developing any legal practice to meet the demand from clients to “do more for less” and to also maintain and improve profits.  These are challenges we are helping law firms meet in a variety ways for firms at different stages of development and with varying priorities. 

They are aimed primarily at medium sized and larger practices, but items 2 and 4 (in particular) are as realistic and appropriate for smaller (up to 35 people) practices, although the approach to implementation is different. 

The 4 key solutions we are working on across the country that you might want to consider as part of your strategy include:

1.  On Screen KPI Dashboards and Automated Management Reporting - giving fee earners, heads of departments and the senior management team easy access to the key financial, marketing and matter information (Key Performance Indicators) needed to drive performance of the business.  It enables fee earners to manage their own performance, record more time, bill more quickly, get cash in more quickly, progress cases faster and can radically improve the impact of  appraisal and performance management initiatives.  This fills a significant gap in performance management and delivers a quick return on investment.  The solution can also be moved to support any new practice or case management system you move to in the future.

Contact us to ask for a free online demo

2.  Client Relationship Management (CRM) – where getting closer to clients and introducers is essential for survival and success going forwards.  A variet of different initiatives here, depending on where clients are starting from, ranging from market research, through workshops with partners to implementing new systems.  We talk direct to clients of our legal clients and introducers of business to identify new business opportunities and strategies. We implement CRM systems that create the structure and tools to be proactive in developing relationships, where the starting point is to get an agreed single shared view to work with. 

Contact us to discuss how we have used client feedback to develop new business strategies and generate new business for law firms.

3.  Introducing “Lean Thinking to reduce operating costs whilst also improving clients’ perceptions of value and reducing work in progress - where we have brought in specialists in this area from business sectors to work with law firms … and it’s working well.  Clients have achieved radical improvements in internal operations and cleint communications, learning to roll the initiatives started in one department across the rest of the practice.

Contact us to request a copy of our FREE introduction to lean in the legal sector, “Lean for Legal Staff – The 7 Hidden Wastes”

4.  Radical Improvements in ITInfrastructure, Integrated applications, Processes and User Adoption.  Initiatives range from selection of new PMS solutions to implementing Microsoft solutions that incorporate legal-customised SharePoint and CRM solutions integrated with Office and Lync on premise and also in an affordable, securely hosted environment, incorporating full business continuity as part of the solution. 

Contact us to arrange a free demo of a hosted solution to see what it feels like

You can’t do it all at once, so which of these initiatives would produce the best returns for your practice and what is the best approach to making it happen successfully?

To find out more, just call Allan Carton on 0161 929 8355 to discuss how they might apply in the context of your particular business – or email acarton@inpractice.co.uk to set up a time for a preliminary telephone conversation. 

To take any of these forwards, please contact us to:

  1. Ask for a free online demo of the KPI dashboard and automated management reporting system.
  2. Discuss using client feedback to develop new business strategies and generate new business.
  3. Ask for a copy of ”Lean for Legal Staff – The 7 Hidden Wastes.”
  4. Arrange a demo of a hosted Microsoft-based IT solution.

Allan Carton

Nov 02

DOWNLOAD: It’s Official – The FT says clients want …

An informative, concise 28-page report from the Financial Times to help understand what makes an effective client-adviser relationship, focusing on lawyers and accountants.  It taps into opinions on both sides of the fence; senior decision-makers on both the client and advisory side from 569 respondents. 
 
Conclusions confirm our experience in handling and helping law firms respond to independent reviews of client relationships over the years.  
 
Download, read and share it with your colleagues; but don’t stop thereSet time aside to talk to them about it.  What does this tell you to do differently, better or more going forwards?  
 
We can probably help you make that happen
 
 
Some of those key conclusions about what matters most for clients:
 
Clients want a more strategic, commercial dialogue with their advisers, particularly in a more complex, uncertain and global business environment. This isn’t a new issue: 87% of advisers already recognise that they need to develop a more commercial skill-set. But many firms have been slow to adapt to fundamental shifts in client needs
 
62% of client CEOs say that the impression of being a well-managed advisory firm is an essential pre-condition of selection; but creating a consistent client service and a culture of commerciality is next-to-impossible unless a firm is well-managed.
 
The only way to create the impression of being a well-managed firm is to become one, ideally through someone taking ownership and responsibility for delivering a more sophisticated and client-centric approach to client-adviser relationships.

To explore how we might be able to help your practice respond to the conclusions drawn here by implementing new initaitives, contact Allan Carton at acarton@inpractice.co.uk or on +44 7779 653105.