Law Firm Management Consultant Joel A. Rose & Associates, Inc.

Joel A. Rose & Associates, Inc. is a firm of management consultants
which specializes in law firm management and legal economics.

P.O. Box 162
Cherry Hill, New Jersey 08003
Telephone: (856) 427-0050 or (800) 381-1645
Fax: (856) 429-0073
E-mail: JROSE63827@aol.com

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You are welcome to access and download Joel A. Rose’s articles on the following subjects:

Retreats and Strategic Planning
Governance
Compensation Issues
Increasing Profitability and other Economic Issues
Law Firm Administrators; Marketing
Mergers
Partner Issues

New articles are added regularly, so please continue to access our website.

Managing Partners and members of Executive Committees in law firms of all sizes and specialties across the United States and Canada have retained Joel A. Rose to recommend on methods and procedures to:

SPECIFICALLY

What We Can Do For Private Law Firms

Improve Law Firm Organization and Long Range Planning

Firm governance, administrative and financial management
Management of practice areas
Strategic planning and marketing of legal service studies
Retreats and other meetings
Total quality management
Mergers, other offices, and problems of growth
Computer models for projected growth (contraction)

Recommend on Lawyer Compensation Plans

Assessing current plans in light of the firm's objectives
The most appropriate compensation criteria and weighting
Methods for administering subjective, objective and combination systems
Implementing and administering partner and associate evaluation plans

Enhance the Economics of the Firm and its Practice Areas

Lawyers' earning plans and income expectations
Capital requirements and evaluation of proprietary interests
Evaluation of economic results by lawyer, firm, fields of law, office and clients
Fees and billing policies
Alternative billing arrangements
Comparative analyses of income and disbursements; planning for profit, containment of overhead and projected growth (contraction)
Methods for addressing cash flow problems

Plan and Facilitate Retreats and Other Meetings

Identify priorities of the firm and individual/groups of partners and other discussion issues designed to improve communications
Prepare agendas and retreat workbooks about strategic and financial planning, governance, lawyer compensation, practice management and marketing, retirement planning, etc.
Facilitate discussions to achieve consensus
Identify current and anticipated trends and describe how successful firms deal with them
Recommend alternative management and economic practices tailored to your firm's immediate and long-term needs
Prepare Follow-up Reports
Assist in the Implementation of Agreed Upon Policies and Procedures

Recommend Feasibility of Mergers/Acquisitions of Law Firms/Lateral Hires

How law firms may become more desirable merger candidates
Feasibility studies about potential mergers/acquisitions
Identifying and evaluating target firms
Merger strategies and negotiating techniques
Integrating the merged firms

Recruit Managerial Personnel

Managing Attorneys
Executive Directors
Directors of Administration
Office Administrators

Streamline Financial and Administrative Systems

Controls for client matters and attorney workloads
Time and money records and cost controls
Bookkeeping, accounting and alternative billiing
Utilization of financial and management information
Filing, indexing and retrieval of information and docket controls
Records retention and retrieval of prior work product
Library

Recommend Career Development Programs - Professional and Administrative Staffs

Salaries and other compensation
Methods of evaluation and training
Recruiting practices
Progression to partner/shareholder/principal

Practice Development

Marketing plans
Role of the marketing committee/"Marketing Czar"
Conduct client surveys
Client and workload analysis
Cross-selling of services to existing and potential clients
Enhancing synergism among and between practice areas, teams and departments

Educational Programs

Custom Designed In-house Educational Programs that address the specific requirements of law firms
- Motivating Attorneys to Improve Their Billings and Collections
- Compensation Systems that Reward Attorneys and Motivate them to Achieve Firm Objectives
- Partner Withdrawal, Retirement, Disability and Death
- Planning and Implementing Strategic and Business Development Plans
- Law Firm Leadership and How to Get it
- Changing Firm Culture
- Improving the Firm's Revenue Stream and Managing Cash Flow
- Succession Planning for Administrative and Substantive Management, and Clients
- Growth Strategies: Merger, Acquisition, Incrementally or Combination

About Joel A. Rose

Joel A. Rose is a Certified Management Consultant and President of Joel A. Rose & Associates, Inc., management consultants to the legal profession. The firm, national in scope, is headquartered in Cherry Hill, New Jersey.

Mr. Rose received a B.S. from New York University and an M.B.A. from the Wharton Graduate School of Business, University of Pennsylvania. He has extensive experience consulting with private law firms, corporate law departments and government agencies. Mr. Rose performs and directs consulting assignments in law firm management and organization, strategic and financial planning, lawyer compensation, the feasibility of mergers and acquisitions and marketing of legal services. He has extensive experience planning and conducting retreats and special expertise resolving problems among and between lawyers.

Mr. Rose is a guest columnist on law office management and economics for the New York Law Journal and has had numerous articles published in the Philadelphia Legal Intelligencer, the Pennsylvania Law Weekly, the New Jersey Law Journal, The Law Firm, Inc., chapter publications of the Association of Legal Administrators and other state and local bar association journals. Mr. Rose is a contributing author of the book, Model Partnership Agreements for New York Law Firms, published by the New York State Bar Association and of the monograph The Quality Pursuit, Assuring Standards in the Practice of Law, published by the American Bar Association. Mr. Rose is on the Board of Editors of Accounting and Financial Planning for Law Firms and Law Firm Partnership and Benefits Report. He Chairs the Finance and Management Subcommittee of the Law Practice Management Section of the New York State Bar Association and the Continuing Legal Education Committee of the New York State Bar Association. Mr. Rose is a member of the Law Practice Committee of the American Bar Association and the coordinator and moderator of the Annual Conference & Workshops on Law Firm Management & Economics. He frequently presents tele-seminars and webinars for bar associations and national legal organizations, and speaks at bar association meetings and at chapter meetings of the Association of Legal Administrators. For five years, Mr. Rose chaired The Acquisition and Merger Committee and Co-Chaired the Large and Extra-Large Law Firm Interest Group of the Law Practice Management Section of the American Bar Association. He is a member of the National Panel of the American Arbitration Association, the Economics Section of the New York State Bar Association, and an associate member of the American Bar Association. Mr. Rose is a fellow in the College of Law Practice Management and is listed in Who’s Who in America.

A Closer Look

Busy lawyers frequently put off the chore of finding solutions to difficult management and economic problems because of the pressure of clients' affairs or their lack of knowledge about the subject. Thus, inadequate or inappropriate organization and systems, and poor administrative procedures continue to exist for long periods of time at the expense of lawyers' income and welfare.

As specialists in law firm management and economics, our consultants can identify the most appropriate and cost-effective solutions to management and economic problems confronting your law firm that are consistent with the culture and values which have guided its operations. Our extensive experience in this field enables us to effect improvement rapidly and with the least demand on the valuable time of your partners.

Investigate Without Obligation

If your firm has organizational or economic problems which we can help to solve, or if you could benefit from an objective appraisal of your firm's operations, please contact Joel A. Rose, without obligation, to determine how we may be of service. Recent client references about our work will be provided, as desired.

Call on us for speaking for Law Firms and Bar Associations

We hope that you will call upon Joel A. Rose, if you are looking for an effective speaker for your firm’s retreat, a partners’ meeting or bar association event, or desire assistance with the planning process. Below is a list of Joel’s recent and future speaking engagements:

2012 Engagements:

February 14, 2012: Legus Legal Network, “Planning the Orderly Succession of Firm Governance and the Orderly Transition of Clients from Senior Partners to Other Members of the Firm.”

February 16, 2012: New York State Bar Association, “Billings and Collections: "Converting Hours Worked into Dollars Received, How to Get the Bills Out and Receivables Collected."

April 25, 2012: New Jersey ICLE, “Admitting New Partners, Classes of Partners and the Feasibility of Part -time Partners in Less than Profitable Times.”

2011 Engagements:

March 11, 2011: Montgomery County Managing Partners Meeting, “Alternative Fee Arrangements.”

April 6, 2011: NJICLE Webinar, “Motivating Lawyers to Bill and Collect.”

July 20, 2011: Legus Coffee Café, “Persuading Partners to Invest in Their Firm’s Future: New Ways of Using Partner Compensation to Encourage the “Right Behavior.”

September 15, 2011: Center for Competitive Management, “Origination and Cross-selling Legal Services.”

September 30, 2011: Tennesee Defense Lawyers’ Association Conference, Joel A. Rose moderated panel.

October 5, 2011: NJICLE Webinar, “Partner and Association Compensation.”

October 12, 2011: Camden County Bar Association, “Positioning Your Firm Through the Strategic Planning Process and Strategies for Obtaining Partner Buy-in.”

November 10, 2011: CMS Management Solutions, “Evaluating the Contributions and Producers of Legal Work and Non-Revenue Producing Activities.”

December 5, 2011: Center for Competitive Management, “Leadership in Practice: Strategies to Meet Partnership Demands and Adapt to Changing Firm Needs.”

Re-prints of Articles Available at No Charge

As a courtesy to our clients and friends, Joel A. Rose & Associates, Inc. provides information about current issues affecting the management and economics of law firms.

You may obtain, without charge or obligation, copies of current articles on the following subjects: