I just love Lee Rosen of Divorce Discourse – a no nonsense kinda guy; who tells people like it is. Over the years, Lee has gone from helping people understand the divorce process to helping attorneys understand on and off line marketing, among other things.
In his teachings, Lee has written a few books including his latest about outsourcing … to Elance. At first, I was a bit surprised and to be perfectly candid, disappointed. Whenever a contact of mine thinks of outsourcing – I want them to think of (and recommend) LegalTypist!
I have not read the book, and so do not know what type of work Lee recommends you crowdsource, but there are a few reasons I do not recommend a crowdsourcing site for the attorney-client work product and administrative functions of running a law office that LegalTypist is so famous for handling so well.
There are rules by which attorneys are bound when it comes to exactly who may see and know of their clients, data and files. Over the years I have come to understand that everyone knows the meaning of the word confidentiality but rarely does anyone without law firm experience know how to apply it. Culling those with no law firm experience in your crowdsourcing search will drastically narrow down the talent pool available to you.
Even if you apply a stringent vetting process to those who are left, do you have the technology and mindset to securely and efficiently delegate client and administrative work off site?
Delegation is not merely dumping stuff and forgetting it – you have to have follow up practices in place for each item delegated and you have to trust your assistant has a full understanding of your needs and how to do what you have delegated and that s/he will complete it, on time, every time. <-FWIW, when you put the right processes in place and have the right people to do the work, you create a workflow which has far more value than just the ability to outsource a project here or there.
As for the tech, while there are no rules against using email – it is and always will be more of a postcard than a sealed envelope and has to be one of the worst ways, administratively, to set up a workflow. Here’s more of my thoughts on that: Email Administration Sucks!
Now when it comes to marketing – I could have put up a site which makes you create an account and then fill in a form requesting the type of work you need done – and called it an “invite”. I am a Master Virtual Assistant after all!
However, since I know that attorneys must vet any person they grant access to their client’s confidential information carefully, I chose instead to have potential clients set up a call to speak with me – so they can be absolutely sure we are the right company with the right way of doing things for their firm.
…and while we are on the topic of marketing – I share with you below one of my forays into video marketing. It was a collaboration with Long Island’s own Killer Social artisan jewelry designer Sueanne Shirzay and is now a few years old – my hair is a little shorter and a little lighter. I share it because it still makes me giggle!