Strategies and challenges
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      Driving lawyers' productivity through 1-1 technology coaching

      Your firm has a lot of technology - but many lawyers (and staff) don't know how to take advantage of what they already have

      You would use a personal training in a gym - to help learn how to use the equipment and get the most out of your effort. So why not a personal tech coach to help you make your life easier and get the most out of the software you use every day.

      The problem

      The firm has already provided lots of software can make lawyers and allied professionals more efficient - and which eliminates some boring / repetitive work.

      But lawyers don't have the time to go for training - which they find to be boring, irrelevant, and time consuming.

      So the lawyers end up not being as efficient as they could be.

      The answer

      • Find someone (paralegal? junior associate? trainer?) who is someone tech savvy AND can build trust and rapport with others
      • Identify "top" tips across the three most commonly used software systems (e.g. Outlook, DMS, time keeping)
      • Recruit from "high performers" in the firm those who want one-on-one tech coaching
      • One-on-one coaching - one month; total of 1.5 hours: 
        • Kick-off meeting - 30 min, in-person:
          • Understand participant's needs / tech comfort
          • Confirm their buy-in to the program
          • Build rapport
          • Provide initial coaching giving participant their first "win" (i.e. a tip or two that works for them)
          • Schedule 4 weekly 20 min sessions
        • Weekly 20-min sessions (by video conferencing)
          • Focused on participant's needs / interests based on kick-off meeting
        • Coach - on-call by email - to answer any questions

      Results

      • Participants will be delighted with their newfound capabilities
      • They will tell others who will want the same advantage
      • You expand to next set of participants (e.g. by practice group; by office ; by level (e.g. all partners))

      Examples of tips - Outlook

      • Replay to email regarding a meeting with calendar invite
      • Flag emails for follow-up
      • Use Schedule Assistant to find free time on others' calendars (within the firm)
      • Have your calendar and inbox open in different windows
      • Using keyboard shortcuts