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From his ABA TECHSHOW® paper for The
Top Ten Legal Technologies—Are You Using Them?
session, Reid Trautz, Director, D.C. Bar Lawyer Practice
Assistance Program, reviews Fifteen Practical Tips for
Managing Your E-mail .
"I had 40 e-mail messages when I got back to the
office yesterday." Sound familiar? How about "I
can't seem to keep up with all my e-mail messages."
More and more lawyers are using e-mail to communicate
with clients, opposing counsel, and other colleagues.
For many, the time spent responding to e-mail messages
is significant. Yet the task seems overwhelming.
Now imagine how lawyers felt about the use of telephones
in the practice of law at the turn of the 20th century?
What would we do today without phones? Do you remember
how frustrated you were at the curly paper of early
fax machines? How about when voice mail and automated
phone answering first hit the scene? These new communication
technologies were frustrating at first, but with a little
patience and practice, they became a part of the way
we practice law.
Do you have a system for receiving phone messages?
How about a system to respond to a letter from an opposing
lawyer with copying the client? Like these systems,
the key to e-mail is in how you manage the messages.
Just ignoring e-mail altogether is one system that
does not work. E-mail is here and here to stay. Yes,
some clients do not yet demand that you correspond by
e-mail, but there are other reasons to start now. Corresponding
with colleagues about substantive and practical issues
by e-mail can save you time and help make you more productive.
A growing number of courts now allow the filing of court
papers by e-mail; more and more court now mandate e-filing.
So now is the time to develop your system to manage
e-mail communications. The following tips will help
make your e-mail more manageable so that it becomes
a beneficial technology, not a dreaded one:
1. Take time to explore the features and functions
of your e-mail program. Whether you use Netscape
Mail, Microsoft Outlook, Outlook Express, Eudora, or
any other e-mail program, be sure you know all the benefits
of that particular software program. The more you know,
the easier the system is to use. Set aside several hours
over two or three days to get to know your e-mail program.
Better yet, take a training class to make the learning
easier. You can go to a classroom setting or, to make
it more convenient, bring the instructor to your office.
2. Learn how to use your e-mail software program
to organize your e-mails. One of the biggest
benefits of current e-mail software programs is that
they can help you to organize the mail you receive and
send. You can easily set up your own series of folders
and subfolders to store e-mail messages you want to
save for future use. Just click on each message header
and drag and drop the e-mail message into any one of
the folders you have created. Your Inbox stays uncluttered,
and you can easily find e-mail messages when you need
them. Try starting with just a few folder names like
"Archived Client Mail", "Light Reading,"
and "Important/Not Urgent."
3. Create defaults to help filter your e-mail
when it arrives in your inbox. Once you have
created folders to store e-mail messages, you can also
use those folders to have messages automatically placed
in them. This function is called "filtering"
and is available on most e-mail programs. A filter will
identify incoming messages by sender name, subject or
other characteristics. Your e-mail program will place
the messages fitting the chosen characteristics into
the proper folder. In Outlook the filtering is called
"Rules Wizard"; in Netscape Messenger look
for "Mail Filters" in the "Edit"
drop-down menu.
4. Learn how to send text documents as attachments
to the message, rather than in the body of the message.
This is a quick and efficient way to transmit a document,
such as a contract or settlement agreement, to another
person. Unless you know if the intended recipient has
Word or WordPerfect, it is helpful to send an attachment
in both formats. Even documents of 30+ pages are quick
to send, so send them in both formats.
5. Save time by creating group mailing lists.
(Called Distribution Lists in Outlook.) If you often
send messages to the same group of people, try creating
a distribution list for this group. So instead of having
to identify and click on each intended recipient, you
just click on the name of the group list you have created,
and your e-mail program will send the message to everyone
on that list.
6. Draft a written e-mail policy for clients
to clarify the use of e-mail in your attorney-client
relationship. The written policy is meant to
control the client's expectations and set forth how
you deal with e-mail. In today's fast-moving world of
almost instant communication, many clients expect almost
immediate answers to e-mail inquires. Despite the client's
expectations, such e-mail messages may require thought
and, possibly, research. If your client understands
that you may take several days to respond to an important
e-mail message, the client will not become impatient
for your response.
The policy should also contain a statement on confidentiality
and whether you encrypt your e-mail messages. Encryption
is not required under the D.C. Rules of Professional
Conduct (see D.C. Bar Legal Ethics Opinion 281; http://www.dcbar.org/attorney_resources/opin281.pdf.);
however, as a business concern it is best to give the
client the option of having all e-mail correspondence
encrypted.
The policy could be contained in your written fee agreement.
It could be sent as a response to the first e-mail message
you receive from a client. Or you can include it with
the other information you have given your clients about
your office policies. Just make sure you set these expectations
early in the lawyer-client relationship.
7. Keep a record of all e-mail correspondence.
As a written communication, an e-mail message
is an important part of the client file. Keep a record
of the e-mail correspondence between you and your clients
and opposing counsel. Print each message and save the
paper copy in the client file or send a copy of each
out-going e-mail message to a "Sent" or "Saved"
folder. Save the messages electronically for future
reference. Also remember you may need to print these
messages as part of the client file, if the client retains
successor counsel. (Make sure these messages are copied
during your back-up procedure so you have a permanent
record.)
8. Check your e-mail for new messages several
times per day. If you cannot check it daily,
assign someone in your office who can. Better yet, learn
how to access your e-mail from remote locations so you
can check from home or on the road.
9. Don't open every e-mail message the moment
it arrives or you may never have time for anything else.
Just look at the sender name and subject line and perform
triage. First, delete junk mail, and then move non-urgent
messages to a "holding" folder for later action.
Next, open and read the remaining messages. Reply to
the message only if this can be done quickly. If you
receive an e-mail message from a client that requires
you to think and formulate a response, just send a quick
acknowledgment of the message and inform the client
that you will respond as soon as possible.
10. Explore e-mail discussion groups as a possible
source of information. E-mail discussion groups
often contain excellent and informative discussions
on almost every topic imaginable. These discussions
are really a series of e-mail messages among listserv
participants. There are many excellent discussion groups
dedicated to substantive areas of law and law-related
topics. (See http://www.abanet.org/discussions/home.html
for more information.) You can glean useful and valuable
information from these discussion groups, ranging from
help in your practice to help with a case (be mindful
not to disclose information protected by Rule 1.6).
Wading through the sea of e-mail messages to find nuggets
can be a bit time-consuming, so remember to use your
delete key liberally. Save only the messages you can
use. Do not feel that you have to reply to all or even
most messages, but it is a good idea to participate
in the discussions to give back to the group. If you
subscribe to very active discussion lists, be sure to
unsubscribe if you are going to be away for more than
a couple of days or you will be swamped with messages.
11. Open unrecognized attachments with caution.
Malicious computer viruses are often hidden
in attachments to e-mail messages. When you open the
attachment, the virus is unleashed into your computer
system. Your best protection is not to open any attachments
until you take one of the following actions: Reply to
the sender and ask him or her to confirm the contents
of the attachment; or, better yet, scan the attachment
for viruses using your antivirus software. Because new
viruses appear daily, it is important to update your
virus detection software data files frequently (usually
over the Internet for free), and scan regularly. An
ounce of prevention. . . .
12. Don’t forget to bill for time reviewing
and responding to e-mail messages. Lawyers
have learned to bill for phone calls and correspondence,
but e-mail is still new and seems very informal. Create
a system to log your billable time for reviewing and
responding to e-mail. One way is to look at your "Sent"
folder at the end of each day and bill for any e-mail
correspondence drafted and sent. Be sure to log time
for reading any incoming e-mail messages from clients
or opposing counsel.
13. E-mail is as important as a typed letter;
treat it as such. Give it the same level of
scrutiny for grammar and punctuation. It does not have
to be in the same layout as a letter, with an address
block, etc. But include enough information so that if
you print it out and save it in the client file, you
will be able to identify the recipient, the purpose
of the letter and the date sent. If the client's e-mail
message concerns substantive legal issues, resist the
urge to snap off a reply until you have had time to
review the client file and the law.
14. Always include a definitive subject line
that easily identifies the content of the e-mail message.
This helps the recipient to identify your e-mail
quickly and the substance of the message. What is more
important, when they reply to this e-mail message, you
will have a definitive subject line that helps you sort
and respond to the message.
15. Use the signature line to save time and
provide useful information. Most e-mail programs
allow you to insert a signature into the body of the
document. Use this to save time, rather than typing
in your name for each e-mail message. In Outlook go
to Tools--Options--Mail Format--Signature Picker. In
Outlook Express go to Tools--Options--Signatures--New.
In Eudora Pro, go to Tools--Signatures, then double-click
on "Standard" to create/edit your signature.
Bonus tip: While the speed of communications
is the virtue of the e-mail system, it can also be its
vice. Once you click "Send," you cannot get
the e-mail back. Never send an e-mail when you are angry
or upset. If you do, it is likely that you will include
something in the e-mail that, upon reflection, you will
regret.
If you were you unable to attend ABA TECHSHOW®
2004, you may purchase audio recordings of sessions
in either CD audio or cassette tape format. See www.softconference.com/240327
for complete details.
There is no substitute for attending TECHSHOW in person.
Save the date for ABA TECHSHOW® 2005: March 31-April
2, 2005 at the Sheraton Chicago Hotel & Towers,
Chicago, Illinois. For more details see www.techshow.com.
Reid Trautz is director of the Lawyer
Practice Assistance Program for the District of Columbia
Bar. He can be reached at rtrautz@dcbar.org.
Or by calling 202/737-4700 x212.
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