What if you could listen in on a conversation with law office management experts, technology experts and senior practice advisors? All sharing their best practices in the area of client development, profitability, technology, and law office management? You might just come away with several invaluable nuggets of information that could make a real difference in your practice. And in difficult economic times, the smarter and more adaptable you are, the higher your chances of survival.
On this call
Shawn McNalis – Senior Practice Advisor / Curriculum Director. Shawn McNalis literally “wrote the book” on the original legal marketing system for Atticus®. Along with Mark Powers, she developed and wrote both “The Rainmaker Program,” the marketing manual used by Atticus® clients, as well as the abridged version commissioned and published by The Florida Bar in 1995, entitled “The Making of a Rainmaker.” In addition, Shawn has authored a new book on time management for attorneys. Shawn focuses her coaching on a select group of attorneys in the Atticus® Collegium and Forum programs. A former “Imagineer” for the Walt Disney Company, Shawn brings a creative, client-centered approach to business and marketing. During her 15-year career with Disney, she played an important role in the opening of the Disney-MGM Studios and numerous theme park attractions. In 1983 she relocated to Tokyo for nearly a year to supervise and train contract employees of Tokyo Disneyland.
J. R. Phelps – J. R. Phelps has served as the director of The Florida Bar’s Law Office Management Assistance Service since its inception in 1980. LOMAS was created to provide start-up and management assistance to the small law firms throughout Florida. During the twenty-six years that LOMAS has existed, Mr. Phelps has conducted over 2,500 in-office consultations with law offices throughout Florida.
J. R. is a Fellow of the American College of Law Practice Management. In 2006, he was awarded the Judge Walter S. Crumbley Award from the Practice Management and Development Section of The Florida Bar. In 2003, he was awarded Meritorious Recognition from the American Bar Association Standing Committee on the Delivery of Legal Services. He has served as chair of various American Bar Association Law Practice Management Section committees, including serving as Liaison to the ABA Joint Committee on Lawyer Regulation. Currently he serves on the Executive Council of the Law Practice Advisors Committee of the LPM Section, and as Vice Chair of the LPM Section Publishing Board.
Patrick Wilson, J.D. – Senior Practice Advisor. Atticus® recruited Patrick Wilson from the practice of law in order to share his unique insights with other attorneys who need support in their growth and development process. As a member of the Florida and Federal Bars, he gained extensive knowledge while practicing with a wide range of firms, including large full-service offices, and small boutique and solo practice firms. As a result of his Atticus® training and past litigation experience, he is a powerful coach and speaker. Patrick graduated magna cum laude from David Lipscomb University and earned a Juris Doctor degree from Vanderbilt University School of Law. Following graduation, he practiced in Orlando, specializing in Workers’ Compensation and First Amendment law. In addition to coaching, Patrick is a professional speaker on law office practice management.
Natalie R. Kelly – Natalie R. Kelly is the Director of the State Bar of Georgia’s Law Practice Management Program, which provides extensive practice management and technology consulting to the members of the Georgia Bar. She actively participates in the American Bar Association’s Law Practice Management section where she serves as Vice-Chair of the Standards Sub-Committee of the Education Board; and previously served as Co-Chair of the Education Board, Chair of the Practice Management Advisors Committee, and on the Section’s Nominating Committee, Leadership Development Taskforce, Publishing Board, and TECHSHOW Planning Board. In the General Practice, Solo and Small Firm Division, she has served on the GPSolo Technology and Practice Guide Board. She is also a member of the National Bar Association, National Association of Legal Administrators, and the National Association of Bar Executives.
Greg Bray – Director of Legal Technology, InTouch Legal – Hailing from the land “Down Under,” Gregory Bray brings 16 years of IT experience on varied computer platforms and software systems. Gregory has been with InTouch Legal since 2001, and has installed well over 100 accounting and practice management systems in law firms throughout the USA. He is an internationally recognized consultant for Amicus Attorney, Worldox and PCLaw. His passion, however, lies with Document Management Systems. He has developed innovative processes to automate document intensive procedures in law firms using the Worldox GX Document Management system and customized document imaging solutions. Gregory is a Senior Consultant for document management, document imaging and time/billing and accounting solutions. He brings a wealth of experience in adapting the software to meet each client’s individual needs as no two firms operate alike.
Glenn Finch – Senior Practice Advisor. Glenn has specialized in assisting new practices and small firms to break those invisible barriers that so often prevent them from reaching the next level. Through the formation of new habits, practice management systems and disciplines in client development, Glenn has assisted firms in a number of states to double their revenues and obtain a more balanced life as a result. Glenn graduated Summa Cum Laude from Asbury College near Lexington, Kentucky with a degree in Psychology and Sociology. He received his Masters of Divinity from Asbury Theological Seminary and is certified in several personality assessment tools and organizational assessment for staff training and development. Glenn is a graduate of the United States Command General Staff College and an advisor to government agencies in both leadership and staff development.