Email management for small law firms Smokeball.com 1855 668 3206 Introduction Email is ubiquitous. Not only does just about For small law firms, the challenge is that email everybody have access to email, the usage of email as has changed expectations. Clients now want an THE primary tool to communicate is on the rise. immediate response and if they call, they expect For law firms, email is a double-edged sword. The benefits are many, and often so entrenched that we hardly notice them anymore. We are able to access whoever picks up the phone to be up-to-speed with everything happening in their file, including of course, any email correspondence with your firm. written correspondence at any time, or fire off a short Lawyers and firm staff often spend more time trying note to someone on the other side of the country to manage an overflowing email inbox than actually within moments. Attorneys are able to send important using email to improve productivity, collaboration, documents rapidly, and to multiple parties. communication and client service. Why Email Management Is Vital For Small Law Firms Email is potentially the biggest productivity roadblock There are hundreds of ways that law firms try to for small firms. Organizing emails sucks up time work around this issue, the majority of which are and creates stress. It also affects the way lawyers cumbersome and ineffective. communicate with clients and with each other. With a great email management system, you’ll be able Perhaps the biggest area where email falls down is to seamlessly collaborate with staff, organize your that it is intended for one-to-one conversations, yet mail so that everything is easily accessible, reduce the reality within law firms is far different. Often there frustration and ultimately better service your clients. are multiple people involved in a matter, and all staff working on it need access to the same inbox. p2 Smokeball.com 1855 668 3206 The Guide to Better Email Management 1. Time spent on emails How much time do you spend reading emails every file it until a later time which you have set aside to day? According to a survey by McKinsey the average respond to emails. worker spends 28% of the working week reading, writing or responding to emails. This adds up to approximately 650 hours a year. One popular theory is that if you can’t respond to an Email should never be your number one priority, so to manage your email workflow better, try setting aside one block in the morning to process email, and one block in the afternoon to respond to messages that email in under two minutes, then you should flag and require more than two minutes. 2. Organizing Your Inbox File management is such a fundamental part of systems take so much time and effort to maintain legal practice, and yet the email component of file that the productivity benefits are lost. management is commonly neglected. Think about the massive volume of important, One of Smokeball’s key features is an email management system that works within Outlook matter-related emails you send and receive every day. to save every matter-related email to a digital file, The power of having a well-organized filing system along with other documents and notes relating for email cannot be overstated in terms of saving to that matter. That way every email you send or time, increasing productivity and reducing the risk of receive is filed correctly, and saved centrally so that malpractice. it is accessible to anyone within your firm. It totally Everyone has their own system for managing their emails, from using labels, to creating a folder hierarchy within an email client. Most often these simplifies email organization and prevents lost or misplaced email correspondence. p3 Smokeball.com 1855 668 3206 Mary’s computer: Mary’s computer: 17 17 6 6 Emails Emails Documents Documents MatterMatter #A123#A123 Jack’s computer: Jack’s computer: 51 Jason’s computer: Jason’s computer: 51 20 20 Emails Emails Documents Documents 12 12 11 11 Emails Emails Documents Documents 22 22 3 3 Emails Emails Documents Documents Without Smokeball, most law firms lack a centralized way of sharing emails and documents for each matter. 3. With Smokeball, important emails and documents get stored automatically in a single, shared digital file. Collaborating with other staff Consider this common scenario; you and three Smokeball enables your staff to save any email, other staff within your firm are working on the either sent or received, to the digital file. As these same matter. There are emails going back and forth emails are securely stored in the cloud, attorneys and between your client and your colleagues. However support staff with access to the file have full view of each person who is working on the matter only has every email related to the matter. Organizing emails access to their own personal inbox, and therefore is this way will save your firm countless hours trying blind to potentially important emails that have been to locate messages and document attachments, sent to or from other staff within the firm. and enable everyone working on the matter to This scenario isn’t just inefficient for the firm, it’s also frustrating for the client and potentially risky from a malpractice point of view. communicate and collaborate efficiently. p4 Smokeball.com 4. 1855 668 3206 Reducing Clutter Sometimes it pays to be liberal with the delete button. There’s a great quote in this Huffington Post article about email being the equivalent to a game of Tetris. files incoming emails from the sender into an archive. Even better, just unsubscribe to it. • Send fewer emails. The fewer you send, the fewer You can never keep your inbox at zero, and you can you’ll receive (and sometimes a phone call is a never truly win. However you can stay ahead by being better option). ruthless with clutter. With the majority of all law firms using Microsoft • Set aside some time to bulk delete emails which are not important. Outlook, additional steps can be taken to reduce clutter. • Use specialized email management software that • If you don’t open a newsletter or promotional email regularly, create a rule that automatically automatically files important emails against the relevant matter. Contact Get in touch with Smokeball today to see how we can help your small law firm effectively manage emails and collaborate on your matters. www.smokeball.com | 1855 668 3206 | [email protected] p5
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