Tips for Time Entry

Posted by wlansden | Filed under , , ,
By Bob Felber

As a young lawyer in tough economic times, you may be faced with increased pressure to find billable work and get your time entered and released quickly – in some firms by the next day!

As you enter your time, keep in mind that, while you may never see that time entry again, others will – particularly, the partner who sends out the invoice on which that time entry appears and, ultimately, the client who receives the invoice.  If your time entry is ambiguous, trivial, confusing, or not consistent with firm or client billing guidelines, you are creating headaches for the partner who must spend his or her time reviewing and editing that invoice prior to sending it to the client.

Make sure you have taken the time not only to get your time entered on the correct file but to state clearly and concisely the value of the work you have undertaken.  To accomplish that, consider the following guidelines: 

  1. When entering your time, put yourself in the shoes of the client reading the invoice.  Confusing invoices = no payment!  Also, remember that the client contact with whom you work may not be the same person who reviews and pays the invoice.

  2. Avoid trivialization of your work and be descriptive.  For example: “Prepare memorandum to S. Smith regarding Davidson County building codes” is better than “Email to S. Smith”;  “Confer with J. Doe re: strategy for completing Jones Company license agreement” is better than “Exchange emails with J. Doe.” Time entries should convey value delivered rather than the mechanics of completing a task.
     
  3. Use care in billing for meetings with colleagues within the firm. While these meetings may be very productive and ultimately benefit the client, clients tend to balk at paying for a lot of internal meetings and some have policies stating that they will not pay for them.

  4. Watch the shorthand.  Bills are a serious matter to clients and should not be casual.  Using a lot of abbreviations for terms that the person processing the invoice will not likely understand only creates a potential for confusion and delay in payment.

  5. In the end, make certain that you follow both firm policy and client billing guidelines when entering time.

If you are careful and thoughtful with your time entries, the result will likely be a happier partner, a happier client and a more successful associate.

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Proofread

Posted by wlansden | Filed under , ,

By  Brian Malcom

Just in case you missed the bench slap handed down by U.S. District Judge Gregory Presnell recently, here it is.  For all you grammar nuts out there, this is a feast.  Above the Law covered the story this past Monday.  Apparently, the district judge was not impressed when the plaintiff's lawyer filed a response and motion.  Nault v The Evangelical Lutheran Good Samaritan Foundation

There is red ink all over this thing.  This is my nightmare.  It was bad enough when professors did it.  It still stings when partners mark a draft up.  But, the red ink is especially piercing when it comes from a federal judge.

Above the Law reports that the motion was denied for, among other things, "being riddled with unprofessional grammatical and typographical errors that nearly render the entire Motion incomprehensible."  Ouch!  The judge also ordered the plaintiff's attorney to re-read the Local Rules and the Federal Rules of Civil Procedure in their entirety.  Here's the kicker: the court even ordered the plaintiff's attorney to deliver a copy of the order and the court's exhibit, which was most likely the marked-up copy of the attorney's motion. 

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Depositions: The Hits Just Keep On Coming

Posted by wlansden | Filed under ,

By Eileen Burkhalter Smith 

I have decided that no matter how many I take, there is always something that comes up in a deposition that I wish I would have considered before we went on the record.  Am I alone in this? If not, here is a short list of my most memorable discoveries…*      

  • The Plaintiff has the burden of proof, so generally the Defendant gets to take depositions first.
  • Your witnesses are deposed at your office.
  • Non-parties get a witness fee (by statute in Tennessee) and experts are paid for their time during the deposition. 
  • For Federal cases, there is a time limit for depositions.  In Tennessee State Court there is not. 
  • Generally, in State Court, a deposition is a public proceeding and anyone not a testifying witness may be present.
  • “Late-filed” exhibits are very rarely collected.  Get these BEFORE the depositions.
  • Depositions should not always be considered a way to get all the information.  Consider what you are actually trying to do with it.
*Obviously, these are all subject to local practice and significantly depend on your relationship with opposing counsel.

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Hindsight is 20-20; So Use It To Your Advantage

Posted by wlansden | Filed under , ,

By Michael Gardner

Do you want to impress the partner you’re working for and win your client’s affections?  I know you do; I would give my left pinky toe to get a glowing review from a partner who celebrates birthdays more than he/she compliments associates.  The problem is, as young associates, we don’t always come up with that nugget of pure golden wisdom in the midst of a trial, deposition or conference call.  But, we can pick up those nuggets (and some unanswered questions) and repackage them to the partner/client with some creativity and original thought as the “post-mortem memo” and come out smelling like a rose.

I recently wrote one for a client following a favorable settlement in a products liability suit about one month short of trial.  We wanted to go the extra mile by writing the post-mortem memo, the purpose of which is to summarize the case and make recommendations to the client going forward.

In retrospect, I wish: (1) that it was my idea (it wasn’t.  Had I suggested it to the partner rather than the other way around I think she would have been pleasantly surprised by the initiative); and (2) that I had planned to write the memo all along (I hadn’t, it never occurred to me.  Taking notes in the heat of battle whenever we came across a good practice tip would have made writing the memo much easier).

One important element of a post-mortem memo is that it is non-billable.  That way, the client doesn’t think you are just churning the file after the fact.  Before you run screaming for the hills, keep in mind the potential upside.

As I see it, a good post-mortem memo could:

  1. help you reinforce the lessons you’re picking up along the way and show the partner/client you were listening;
  2. let you spend some time creatively thinking about solutions to your client’s problems (the non-billable side gives you the freedom to relax and mull it over.  It could be borderline fun – like Sudoku);
  3. convince the client to send more work (this could be a “separate you from the competition” sort of project).  The client’s contracts and policies are fertile ground for post-mortem suggestions; consider suggesting helpful revisions. 

One caveat, I sent my first one to the client about two weeks ago, so I have no idea if the business development part pans out with any regularity.   Add a post if you have found them to be worthwhile (or not) or if you have any insights you want to share. 

 

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Watch Your Body Language in Court

Posted by wlansden | Filed under , , ,

By Robert Chapski 

We have all been there.  Sometimes the judge rules against you even when you spent days working on the fool proof brief and know the law better than anyone could (or should).   One lawyer learned the hard way, though, that it never pays to show your disdain for the Court

Who really knows what happened in the case of a Georgia lawyer who was found in contempt after what the Court perceived to be a disrespectful reaction to a ruling. 

Nevertheless, better to err on the side of caution and take whatever ruling a court hands down with a poker face.  There are other venues and other battles to fight. 

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Dear 1L: Legal Writing Tips

Posted by wlansden | Filed under , , ,

By Brian Malcom     

Some things stand the test of time.  A few such things that come to mind are diamonds, love and Twinkies.  Another is good advice.  Larry Childs, a litigator for more than 30 years, wrote a letter as a 3L to his 1L sister.  Larry thought about the things he had learned about legal writing in law school.  He put pen to page and gave his sister some tips.  Three decades later, the advice on legal writing is still sound and relevant.  The letter is below.  Pay close attention to the first three rules and the last sentence. 

Letter from a third-year law student to a first-year law student: 

Dear 1L:

 Against my better judgment, I am going to try to set down some of what I told you about memo writing.  Remember that most first-year memos are over researched and underwritten and most of the point of the exercise is the writing.  Here are some suggestions off the top of my head: 

  1. Be clear. 
  2. Be clear. 
  3. Be clear. (got that one?) 
  4. Resist the temptation to slant the case toward one side.  Give arguments for both sides and point out weaknesses in both sides’ arguments.  
  5.  Write short, declarative sentences (<35 words) and avoid all passive verbs.  
  6. Legal memos are structured fairly rigidly.  Organize the memo from general to specific. (General rule, then exceptions.)  Discuss each issue separately to avoid confusion.   
  7. Organize paragraphs as follows: General point (topic or thesis sentence – introducing and summarizing the point of this paragraph); Case support and how facts of the case that tie into your fact situation; Analysis – how that case affects your facts.  Don’t be short on analysis.  It may take more than one paragraph.  This is where a lot of beginners fall down. 
  8. Don’t use long quotes except where you can’t say it any better than the judge did.   
  9. Make the statement of facts as crisp and concise as possible. (Usually chronological but not always).  

That’s all I can think of at the moment.  Try to keep your sense of humor through it all. 

Sincerely,

Larry (3L)

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One Way to Make Yourself Indispensable - Help Get the Work

Posted by wlansden | Filed under , , ,

By Eileen Burkhalter Smith

Obviously, getting the work in the door is the most important thing to do in any law firm.  But, how can young lawyers help to do this if they don’t have the contact with the potential client, or the expertise in the area of law?   

I heard a young lawyer being complemented recently on her role in getting a client in the door.  What did she do? Among other things, she fielded an after-hours call for research and got it done immediately. (I can only assume that this research had to have been “non-billable” since the client wasn’t even a sure thing.)   

Next, she provided a summary of the work she had done in a memo that was used by the partner (without any re-work) in a call prior to the client meeting.  In other words, she did good work.   

Finally, she was “on-call” at the office during the client meeting to field specific follow-up requests that the potential client raised at the meeting.  This young woman did not actually attend the meeting with the client, but her significant role in this success was noticed, acknowledged, and communicated to other colleagues.           

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Don't Get Bullied by Opposing Counsel

Posted by wlansden | Filed under ,

By Jonathan Brophy

When you are a newer associate, you will soon discover the unfortunate truth that there are certain attorneys who long ago forgot about the "civil" in "civil litigation."

The best piece of advice I ever received for dealing with an aggressive opposing counsel is to know the rules. Whether you're in a deposition, at a hearing, or conferring over a discovery dispute, knowing what you are entitled to and what you are not entitled to will help you be a strong advocate for your client without giving up unnecessary ground.

However, there is also a difference between knowing the rules and knowing how to practice. It will take a little while to learn the battles to fight and the ones to walk away from. Don't worry about giving opposing counsel an answer to a proposal on the spot - tell them "I'll think about it." Indeed, most strategy calls don't have to be made right away and you may not even have the authority to make an agreement - "thinking about it" will buy you the time to craft an appropriate response or solution.

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Expert Witness Deposition—Show me his wallet!

Posted by wlansden | Filed under , ,

By Eileen Burkhalter Smith  

I think a big challenge to a young lawyer in taking any deposition is knowing what you are entitled to “discover” through questioning and document review.  This is especially difficult with expert witnesses who often have files and documents you may not have seen prior to the deposition.  

I once had an opposing lawyer, one who had been practicing much longer than me, get very irritated with me when I asked to review the expert’s file during a deposition.  The expert’s file was lengthy, and he had referred to it throughout the deposition.  Even though we had discussed a few pages in the file, I asked to look at the whole thing, page by page.  The opposing lawyer was shocked and said “do you want to see what’s in his wallet, too?!”  I was surprised by his obvious frustration, and I believe my response was “uh, no, that is okay.”  

At the time, I knew I was entitled to see the file, and I could not figure out why my opponent was so exasperated.  The rules don’t require me to prove that this information is relevant, and it certainly isn’t privileged.  I think if the expert brings it into the deposition, I am entitled to see it.  Next time, I am going to say, “Sure.  He brought it into the deposition, so hand it over!” 

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Your First Assistant

Posted by wlansden | Filed under ,

By Jonathan Brophy

When you first start work as a young lawyer, you may never have worked with an assistant before. Do not make the mistake of being one of two extremes: the "intimated-by-their-assistant" attorney and the "power-tripping-hot-shot" attorney.

A good working relationship with your assistant will increase your efficiency and will make your work life less stressful. To that end, here are a few pointers:

  • Meet with your assistant early on and set expectations. As a younger attorney, you might not have a big case load or a lot of demands on your time right away such that you have a big list of expectations. Nevertheless, insist upon one expectation that will overcome almost any issues that you might encounter -- open communication. From here, you can also set the format of your communication - do you want your assistant to call you, come by your office, or email you with updates and questions?
  • Communicate clearly. If you ask for a letter to be prepared "later today", don't expect it in the next 10 minutes. If you need it in the next ten minutes - say so. Ask your assistant to communicate their other obligations to the other attorneys they assist. You will avoid frustration if you're both on the same page as to when something is due.
  • Be realistic with your deadlines. If you're mailing a letter to a client or opposing counsel, it only needs to be ready by the last mail pick-up, usually around 4:00 p.m. Don't cry wolf or your assistant won't know when to distinguish between true urgent matters and normal tasks, i.e. the letter that needs to be faxed to give ex parte notice by 10:00 a.m. vs. the letter that just needs to be mailed at 4:00 p.m. 
  • Value your assistant. A veteran assistant can save you from mistakes you might not even know you could be making. Ask them if they've worked on a similar project as the one you're working on - if you're preparing a filing or a document in a way that they've never seen before, you might be going down the wrong path. When you've hit your assistant with a massive filing or document production, buy them a lunch or coffee and thank them for their work -- it will go a long way.
  • Take responsibility for your work. If you have asked for assistance in calendaring deadlines or responding to outstanding matters, you should be ready to review the dates your assistant has calendared. While you will work with your assistant as a team, you need to accept responsibility for any errors or mistakes that are made.
  • Treat your assistant with respect and you will get the same in return.

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