Business and leadership training for solicitors and accountants
Peers, partners, public, & clients
Confidence & belief.
Billing, rates, & cross referrals.
Internal, external, & speaking.
New position or partnership
Priority & productivity
Leadership for lawyers
Solicitors and accountants often work in a unique environment to other businesses. With circa 20 years experience in the legal industry as an employment law solicitor, and a partner, with a focus on business and staff development. I bring extensive knowledge to expand leadership training, to focus on bespoke and specific areas for solicitors and accountants). Including coaching or training:
- imposter phenomenon or syndrome (a fear of being found out as a fraud, often found in high achievers)
- psychological aspects of time recording and billing (many firms focus on techniques to improve time recording and billing, without focusing on the impact of discomfort or charging)
- working in high stress, reactive, and time focused environments
- dealing with constant change through law, procedure, regulatory, and client demands and expectations
- supporting the shift from technical and professional skills to leadership and behavioural skills (developing interpersonal, leadership, self-accountability, awareness, and communication skills)
Leadership training (and coaching) for fee earners includes upskilling in:
- increased fee earning through processes
- managing challenging clients
- work prioritisation and time keeping
- networking and marketing skills
- confidence and assertiveness
- team working and cross referrals
- handling conflict and maintaining relationships
- profit and mindset
- goal setting
- growth mindset
- understanding feedback for greater performance
- wider perspectives and thinking
- self-accountability & responsibility
Leadership training (and coaching) for partners provides advanced skills in
- increasing business acumen and focus
- looking for new opportunities for the firm
- dealing with difficult situations or personalities
- supervising and motivating others
- improving interpersonal skills and delivering effective feedback
- gaining a wider perspective than their case load or department
- leading change or teams and running effective meetings
- developing financial and marketing confidence
- understanding their position as a role-model for beahaviours
- delegating and improved productivity
- enhanced time management skills for new priorities
- assertiveness and networking skills
- developing balance and whole life prioritisation
In-house Training for Partners, Solicitors, Fee-Earners
Leadership Training for Lawyers
One day we are working on client matters, the next day we might be responsible for generating work, marketing, managing and motivating others, understanding strategy, have changes around our billing targets, expectations, and have suddenly accumulated additional leadership and business acumen.
Each transition brings with it new challenges:
- gaining clarity on what is expected as a leader in our new role, and how to manage the transition, including relationships with former peers
- having appropriate avenues of support, and upskilling, taking into account any worries of giving the impression that we are not yet ready
- developing confidence and skills in certain areas, such as interpersonal relationships, delegation, networking, public speaking, and handling challenging situations
- identifying areas of strengths, skills, and responsibilities, and what practical steps can be taken to close any gaps
- learning new skills of prioritisations, protecting time, strategic thinking, and team dynamics
Training can also include ongoing opportunities for coaching to help imbed changes, allow for trial and error of new techniques, and have a sounding board for new ideas or upcoming situations.
Fee Earning & Time Recording
For many firms time recording and billing remains an issue, with time being discounted both at the recording stage (intentionally or unintentionally) and again at the billing stage.
Training or internal approaches typically look into tackling responses around technology, and how to improve ‘time management’ for time recording, and a carrot and stick approach linked to bonuses.
However, the reality is, that when it comes to lost time, there is often far more going on that is rarely looked at.
This training delves deeper into understanding what truly gets in the way of fee earners recording their time, including what is often never discussed, the discomfort around charging.
Where the culture of the firm might feed into it, and where the individuals money mindset plays a role. Alongside some practical challenges, obstacles, hurdles, and how they can be overcome at the same time too. Leaving fee earners more confident to record their time, and supported by the firm, to make it happen for increased profitability, confidence, and billing for all.
Even law firms and accountants can have a culture where unacceptable behaviour is left unaddressed (aggression, lack of sharing knowledge, lack of team, lateness, absences, poor time or file management). Either for a chosen few, or overall.
Likewise, typically the same people aer complained about (informally or formally), or the same topics come up, time and time again.
Perhaps leaders or individuals with aggressive or passive aggressive approaches, poor interpersonal skills, or making borderline comments, isn’t challenged.
Is there a sense of discomfort, lack of psychological safety, or a sense of unease at times in teams?
Training can include:
- training for every person in an organisation to understand which of their day to day behaviours help and which unknowingly hinder
- developing managers and leaders to identify, and tackle behaviours, that range from unhelpful, through to unacceptable, including bullying, discrimination, or harassment
- real life examples and scenarios to identify those behaviours and comments (with past cases)
- working with individuals to create confidence in speaking up, personally, or to gain support from HR or those more senior
- developing understanding of the impact of leaders on culture, leading by example, and how behaviours may have unexpected consequences
- identifying roles and responsibilities, and gaining buy in to take appropriate steps
- upskilling in handling challenging conversation in the moment with ease, through to more serious conversations in a more formal grievance or disciplinary setting
Further detail can be found here.
Are meetings unproductive, a chore, repetitive, or with some voices being heard more than others?
Transforming Meetings® training creates:
- Meetings that are engaging, and create high quality ideas
- A culture where everyone feels valued and heard
- Strong, robust, and actionable decisions
- Respectful and useful discussions
- Time and money saved, alongside fewer meetings
Skills developed including active listening, respect, inclusivity and diversity related behaviours, and for those who lead, managing meetings in a different and often easier way.
Delegates attending will leave with the skills to implement and support this and more, for both group meetings and one-to-ones.
Those that have previously attended training elsewhere have expressed how they wish they had come to this, for its ease, value, and change of thinking. See here for more.
Other training includes
- Managing People Within The Law (for those without HR training, such as heads of department, or team leaders)
- Handling Challenging Conversations
- Giving Effective Feedback
Our courses are practical, interactive, and enjoyable, in a supportive environment.
Leadership & culture
Fee earners need to be able to work effectively to avoid:
- errors being made
- losing time on unnecessary tasks
- having low resilience in challenging situations
- taking their work home
How is your culture developing today?
- working excessively
- feeling stressed and overwhelmed
Firm & culture
- allow fee earners to feel safe if a error is made
- create a natural feedback environment
- have role-models in senior positions
- encourage learning
- set reasonable and supported billing targets
- allow for staff to openly discuss concerns, gaps in knowledge, or challenging cases
- ensure all fee-earners excel to increase cross referrals
- develop coaching and positive mental health approach
- ensure employees feel valued and see opportunities for personal growth and promotion
Return On Investment
Whilst there are various tools out there, many businesses choose the following:
- comparison of before and after surveys on self-rated behaviours
- tracking employee retention, absences, and grievances
- monitoring profitability or cash flow
- recording customer or client retention, cross-referrals, or business development opportunities brought in
- an overall litmus test of the firm’s culture and atmosphere
Global Tax Network
All training has a strong emphasis on experiential learning. This allows delegates to have real life examples, of what could happen day to day.
They practice what they have been taught, and see what occurs when facing a challenging situation in the safety of a learning environment.
Tried and tested learning models include facilitated discussion, group activities, psychometric profiling, 1:1 feedback, personal reflection, and action planning.
We can also combine with our network for some unique team tasks and outdoor activities.
Crucially, we also work with you, to create an ongoing plan to ensure these skills or behaviours are not only implemented. They continue to stay at the forefront of the mind of individuals and organisations, by using some light touch methods, or other bespoke actions, going forward.
Ready for greater success?
Book your free online coaching session today.