Chapter 1 - Management for Lawyers
1.01 Why Management?
1.02 Functions of Management
1.03 Management Concepts
1.04 Management Divisions
1.05 Levels of Decision-Making
1.06 Management Techniques
1.08 Traits of Managing Lawyers
1.08 A Special Problem
1.09 Building and Maintaining an Organization
1.10 Forming Committees
1.11 Summary

Chapter 2 - Organization of Private Law Firms
2.01 Overview
2.02 The Concept of Organization
2.03 Sole Practice
2.04 Office Sharing Practices
2.05 Group Practice Organization
2.06 Changing Structural Needs
2.07 National Firms and Federations
2.08 Classes of Partners and Associates
2.09 Professional Legal Administrators
2.10 Departments and Specialists
2.10A Practice Groups As Part of the Organizational Structure
2.11 Philosophies of Group Practice
2.12 Of Counsel
2.13 Temporary Attorneys
2.14 Lateral Attorneys

Chapter 3 - Organization of Corporate Legal and Patent Departments
3.01 In General
3.02 Survey
3.03 Forms of Organization--Centralization vs. Decentralization
3.04 Relationship With Other Corporate Components
3.05 Organizational and Reporting Relationships
3.06 Best Practices of Corporate Law Departments
3.07 Quality Service--Conducting A Client Survey
3.08 Preventive Law Programs and Legal Audits
3.09 Professional Administration
3.10 Corporate Legal Department Manuals
3.11 Selection and Evaluation of Outside Counsel
3.12 Outside Counsel Retention and Evaluation--Forms Package
3.12A Partnering With Outside Counsel
3.13 Salaries
3.14 Audits of Private Law Firms by Corporations
3.15 Managing Overseas Legal Departments

Chapter 4 - Legal Fees
4.01 In General
4.02 Types of Fees
4.03 Setting and Billing the Fee
4.04 Billing Follow-Up
4.05 The Language of Billing
4.06 Review of Fee Policies
4.07 The Art of Billing
4.08 Summary--Keys to Successful Billing
4.09 What Lawyers Charge

Chapter 5 - Compensation and Profit Distribution
5.01 The Meaning of Pay
5.02 The Concept of a Labor Market
5.03 Compensation Plans, in General
5.04 Compensation Considerations
5.05 Form of Organization
5.06 Factors Considered in Compensation Plans
5.07 Classes of Partners
5.08 The Need for Flexibility and Goal Setting
5.09 Administration of the Compensation Process
5.10 Practice Area Considerations
5.11 Determining Compensation Structure
5.12 Confederation or Team
5.13 Prospective or Retrospective Orientation
5.14 Basic Approaches to Compensation
5.15 Tiered Systems
5.16 Other Owner Compensation Issues
5.17 Salary Plans in Corporations and Government Agencies
5.18 Use of Salary Information To Establish Salary Plans
5.19 Summary--Re-examining Compensation Systems
5.20 Summary--1996 Survey of Compensation Patterns

Chapter 5A - Growth, Mergers, and Branch Offices
5A.01 Law Firm Growth
5A.02 Growth in the Nineties
5A.03 Controlling Growth
5A.04 Planning to Grow
5A.05 Why Merge?
5A.06 Merger Feasibility
5A.07 Planning a Merger
5A.08 Mergers Between Firms in Different Locations
5A.09 Establishment of Branch Offices
5A.10 International Branch Offices
5A.11 Special Problems of Growth
5A.12 Merger of Financial Systems
5A.13 Monitoring Branch Office Success
5A.14 Alternatives to Merger--Law Firm Networks and Strategic Alliances
5A.15 Legal Service Plans
5A.16 Downsizing and Outplacement
5A.17 Outsourcing
5A.18 Alternatives to Downsizing Professional Personnel

Chapter 6 - Legal Services Planning and Marketing
6.01 Strategic Planning vs. Marketing
6.02 Development of a Strategic Plan
6.03 Marketing
6.04 Marketing Activities
6.04A The Law Firm Marketing Director
6.05 Closing the Sale and Collecting the Fees
6.06 Case Studies
6.07 Marketing in a Multioffice Environment
6.08 Finding Time To Market
6.08A Other Client Development Activities: Responding To Requests For Proposals
6.09 Conclusion

Chapter 6A - Quality Management
6A.01 Introduction
6A.02 History of Quality Management
6A.03 What Is Quality Management?
6A.04 Quality Experts
6A.05 The Service Firm vs. the Manufacturing Firm
6A.06 Reasons to Practice Quality Management
6A.07 Applying Quality Management to Legal Services
6A.08 Challenges to Implementing Quality Management in a Law Office
6A.09 Can Quality Management Work in a Law Office?
6A.10 Quantitative Analysis
6A.11 Implementing Quality Management in the Law Office
6A.12 What We Have Learned

Chapter 6B - Law Firm Retreats
6B.01 Reasons for Conducting Retreats
6B.02 Types of Retreats
6B.03 Planning the Retreat
6B.04 Managing the Retreat
6B.05 Implementing Retreat Results
6B.06 Summary
APPENDIX 6B Draft Retreat Agenda
APPENDIX 6B1 Retreat Topics

Chapter 7 - Associate Hiring, Training, and Promotion
7.01 Hiring New Associates
7.02 Paying Associates
7.03 Training Associates
7.04 Associate Performance Evaluation
7.05 Advancement to Partnership--What Does it Take?

Chapter 8 - Agreements for Partnerships and Professional Corporations
8.01 Basic Consideration
8.02 Income to the Firm
8.03 Death or Withdrawal
8.04 Disability
8.05 Retirement
8.06 Expulsion
8.07 Life Insurance
8.08 Ownership, Capital Interests and Voting
8.09 New Partners
8.10 Ownership of Clients and Files
8.11 Management
8.12 Disputes
8.13 Outside Activities
8.14 Expenses
8.15 Dissolution of a Partnership
8.16 Dissolution of a Professional Corporation
8.17 Dissolution Checklist

Chapter 8A - Professional Corporations
8A.01 Introduction
8A.02 Transferability of Ownership
8A.03 Management Structure
8A.04 Fiscal Year
8A.05 Employee Benefits
8A.06 Limited Liability
8A.07 Disadvantages of Corporations
8A.08 Compensation

Chapter 9 - Personnel Administration of Staff Employees
9.01 In General
9.02 The Employment Application Form
9.03 The Interview
9.04 Testing
9.05 Reference Checking and Hiring
9.06 Introduction and Training
9.07 Paralegal Employees
9.08 Maintaining Support Staff Morale
9.09 Evaluation of Staff
9.10 Salaries
9.11 Personnel Policies and the Employee Handbook
9.12 Retaining Trained Personnel
9.13 Analyzing Workload Through a Workload Study
9.14 Staffing Ratios
9.15 Labor Organizations
9.16 Exit Interviews
9.17 Discharging Employees
9.18 Severance Pay

Chapter 10 - Administrative Systems and Procedures
10.01 Introduction
10.02 Organizing New Matters
10.03 Filing
10.04 Personal Files of Attorneys
10.05 Retention Schedules
10.06 Destroying Files
10.07 Scanning Closed Files
10.08 Optical Disk Technology
10.09 Limiting Excess Paper in Files
10.10 Wills Files
10.11 Other Filing Problems
10.12 Out Cards
10.13 Developing and Installing a File System
10.14 Staffing a Files Department
10.15 Tangential Filing Functions; Management Reports
10.16 Forms Files and Work Product Files
10.17 Ticklers and Come-Ups
10.18 Filing Supplies
10.19 Filing Equipment
10.20 Library Controls and Procedures for the Small Legal Office
10.21 Purchasing
10.22 Fire Protection of Office Records and Files
10.23 Other Disaster Planning
10.24 Mailing Facilities

Chapter 11 - Accounting and Timekeeping
11.01 The Management Tools
11.02 The Mechanics of Timekeeping
11.03 Help for the Lawyer in Recording Services
11.04 The Value of Timekeeping
11.05 Time Based Management Reports
11.06 The Responsibility of Management
11.07 Time Reporting in Corporate Legal Departments and Government
11.08 Standard Time Units
11.09 Techniques for Introducing a Time System
11.10 The Accounting Cycle
11.10A Basic Accounting Records
11.11 Profit Center Reporting and Analysis
11.12 Bookkeeping Systems
11.13 Overhead Ratios
11.14 Capital Accounts
11.15 Cash Flow and Control
11.16 Setting Goals for Income
11.17 Budgeting Expense
11.18 Recouping Cash Advances for Clients
11.19 Handling Trust Accounts
11.20 Using Survey Data in Management
11.21 State-of-the-Art Timekeeping and Accounting Systems

Chapter 12 - Managing Computers
12.01 The Computer in Today's Law Practice
12.02 Anatomy of a Computer System
12.03 Planning and Implementing Law Office Technology
12.04 Managing the Internet
12.05 Programming and Procedures
12.06 How to Get Started
12.07 Evaluating and Planning a Firm's Information Technology Staff

Chapter 13 - Law Office Technology
13.01 Tools of the Trade
13.02 Planning
13.03 Basic Automation Requirements
13.04 Law Office Automation Applications
13.04A The Internet
13.05 Computer Systems and Peripherals
13.06 Networking Computer Systems and Peripherals
13.07 Telephone Systems
13.08 Fax Machines
13.09 Office Copiers
13.10 Multifunctionality

Chapter 14 - Law Office Design
14.01 Why is Law Firm Space Design Important?
14.02 Phases of the Space Design Process
14.03 Getting Started
14.04 The Planning Process
14.05 Getting Help in Locating, Planning and Furnishing Offices
14.06 Assessing Space Alternatives
14.07 Estimating Space Needs Before The Program Is Prepared
14.08 Rentable and Usable Space
14.09 Lease Negotiations and Tenant Workletters
14.10 The Americans with Disabilities Act (ADA)
14.11 Issues To Be Addressed Before Planning Begins
14.12 Planning The Law Firm's Public Areas
14.13 Planning Work Areas for People--General Guidelines
14.14 Planning Work Areas for Lawyers
14.15 Planning Work Areas for Paralegals
14.16 Planning Work Areas for Secretaries
14.17 Planning Work Areas for Others
14.18 Planning For the Firm's Law Library and File Room
14.19 Planning for Work Rooms
14.20 Planning for General Support Services
14.21 Planning For Technology
14.22 Planning For Other General Areas
14.23 Special Challenges of Multi-Floor Tenants
14.24 The Floor Plan
14.25 Adding Dimension and Interest to the Space
14.26 Buying Furniture
14.27 Smoking
14.28 Owning Office Space
14.29 Further Reading
14.30-14.49 [Reserved]
14.50 Appendix--Case Study of Law Firm Space Plan

Chapter 15 - Nonlawyer Staff
15.01 Why This Chapter
15.02 Functions of the Job
15.03 Career Advancement
15.04 Basics for Every Staff Member
15.05 Written Communications
15.06 The Lawyer-Staff Team
15.07 Reference Sources
15.08 The Role of Staff in the Office
15.09 Paralegals
15.10 Organization of Duties
15.11 Training Paralegals
15.12 Status Problems
15.13 Paralegal Overtime
15.14 Career Progression for Paralegals
15.15 Paralegal Timekeeping and Billing
15.16 Cautions in Use of Paralegals
15.17 Paralegal Ethics

Chapter 16 - The Changing Practice of Law
16.01 Positive Signs for the Future
16.02 Economic Trends
16.03 Pricing Legal Services
16.04 Billable Hour Trends
16.05 How To Use Paralegals Effectively and Profitably
16.06 Close and Mandatory Supervision of Associates and Partners: An Idea Whose Time has Come
16.07 The Art of The Client Interview
16.08 Putting Quality Management In Perspective: Four Things That Work
16.09 Technology Trends for the Law Office
16.10 Process Reengineering: Revolutionizing Legal Services
16.11 How to Effectively Manage Your Law Firm's Legal Services
16.12 How to Protect Your Firm From Embezzlement
16.13 Transfer of a Law Practice
16.14 Is Your Law Firm a Good Credit Risk?
16.15 Differentiating Client Service
16.16 Telecommuting: Fad or the Future?
16.17 International Marketing Management For Law Firms

APPENDIX A Complete Partnership Agreement
APPENDIX A1 Checklist For Drafting Partnership Agreement
APPENDIX A2 The Partnership Agreement of a Smaller Firm
APPENDIX B Bylaws of a Professional Corporation
APPENDIX B1 Shareholders' Agreement
APPENDIX B2 Employment Agreement
APPENDIX B3 Principal Compensation Plan
APPENDIX C Fee Agreement Letters
APPENDIX D Agreement for Office Space Sharers
APPENDIX E Legal Assistants -- Paralegals: The Current State of the Profession
APPENDIX F: Of Counsel Agreement
Index