1. The User Guide Series: My Law Firm Gave Me Access To This Thing, Now What?

How do you use Lean Adviser? Pick it up, examine it and everything will make total sense and follow naturally. Take any assignment, whatever you’re working on right now, and take a moment to think about it as a project.

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Imagine you’re Jimi Hendrix as a young child. The talent, creativity and work-ethic are all in your DNA. Now imagine someone gives you a Stratocaster. That’s all you need. Lean Adviser is your Stratocaster. It’s the tool for creative, talented lawyers who want to delight their clients, build a reputation and get repeat business.

How do you use it? Do what Jimi would do. Pick it up, examine it and everything will make total sense and follow naturally. Take any assignment, whatever you’re working on right now, and take a moment to think about it as a project. Ask yourself 5 basic questions:

  • Goals. What does the client want out of this assignment?
  • Plan. What’s our road map, to make sure we get the client to where they want?
  • Status. Where are we on our plan? Are we still scoping, pricing and formulating it or are we already into execution?
  • Progress. How’s it going, are we good or do we have challenges?
  • Actions. What’s my next immediate task?

Just by taking a moment to complete this simple checklist, you are already differentiating yourself in the minds of clients, because you’re thinking like a lean lawyer. You’re being goal-oriented, structured and client-facing.

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