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Agile project management for the real estate lawyer
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Agile project management for the real estate lawyer May 4, 2016 King County Bar Association – RPPT Section Greg McLawsen Managing Attorney
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Transcript of Agile project management for the real estate lawyer
Agile project management for the real estate lawyerMay 4, 2016King County Bar Association – RPPT Section
Greg McLawsenManaging Attorney
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Outline
Against efficiency It’s not the goal
01
The lawyer as builder A different framework
02
känbän Visualize your work-in-production
03
Online kanban tools Start experimenting
04
page 2
Against efficiencyThe hellish Home Depot vortex
The sink project
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What is the goal?
AttorneySee my client achieve her
goal and be fairly paid for my work
Client Close the deal on my
property
page 5
The lawyer asbuilderWe manufacture legal products, and that’s a good thing
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The lawyer as builder
Historically we have been artisans
page 7
We are builders
Think of legal products
instead of legal services. What
can we deliver?
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The lawyer as builder
Once upon a farm
page 9
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The lawyer as builder
#NotAJoke
page 10
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The lawyer as builder
page 11
Packing station
Love note station
Handcuff station
The Bottleneck
• Card station is the bottleneck
• Bottleneck = system constraint
How do we improve?
• Subordinate to the constraint
• Elevate the constraint
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The lawyer as builder
page 14
Associate Paralegal
Partner
känbänThe free technology you never knew your firm needed
Kanban
känbän(看板 ) n.
“signboard”
“billboard”
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känbän
page 17
How to kanban
What’s on your plate?
What isn’t?
To do Doing Waiting DoneClient 1 Client 6 Client 8 Client 15Client 2 Client 7 Client 9 Client 16Client 3 Client 10Client 4 Client 11Client 5 Client 12
Client 13Client 14
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känbän
page 19
Waiting on client
Waiting on 3rd party
To do Doing Done
Client 8 Client 20 Client 1 Client 6 Client 15Client 9 Client 21 Client 2 Client 7 Client 16Client 10 Client 3Client 11 Client 4 Client 12 Client 5Client 13Client 14
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känbän
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Prospects Waiting on client
Waiting on 3rd party
Doing Delegated to LPO
Filed Holding pattern
Done
Our current Kanban columns at Sound Immigration
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känbän
page 21
Intake Client questionnaire
Paralegal draft Senior attorney review
Sample Estate Planning Kanban
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känbän
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Sample Property Purchase/Sale Kanban
Client questionnaire
Paralegal draft Senior attorney review
Property inspection
Appraisal Waiting on other party
Litigation is tricky
1. What’s the next action?
2. Where is the case in its lifecycle?
To do Doing Waiting DoneClient 1 Client 6 Client 8 Client 15Client 2 Client 7 Client 9 Client 16Client 3 Client 10Client 4 Client 11Client 5 Client 12
Client 13Client 14
Investigation
Discovery Motion Practice
Trial prep
Client 1 Client 6 Client 8 Client 15Client 2 Client 7 Client 9 Client 16
Client 3 Client 10Client 4 Client 11Client 5 Client 12
Client 13Client 14
1
2
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känbän
page 24
One litigation solution: add a dimension
Investigation Discovery Motion Practice Trial prep
Partner
Associate
Paralegal
Waiting on client
Waiting on opposing party
Waiting on third party
Waiting on court
Opposition has provided
discovery, now ball moves to partner to set
motion practice strategy
Where’s the next action?
Where is the case in its lifecycle?
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känbän
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Not “just” for case work
Online kanban tools
“Start with this”
John Grant@JEGrant3
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Online kanban tools
page 28
Trello
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Online kanban tools
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Trim, intuitive interface
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Online kanban tools
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Checklist
Comments/case notes
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Online kanban tools
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LeanKit
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Online kanban tools
page 32
Favorite feature: board within board
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Online kanban tools
page 33
Lawcus
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känbän
page 34
LPM build around kanban
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Agile Attorney Slack Group
agileattorney.com/join-the-agile-attorneys-slack-group
/
Materials from this talk
soundimmigration.com/agile
The GoalEliyahu Goldratt
(Painful but helpful read)
Resources
John Grant agileattorney.com /
@JEGrant3 Font of all things Agile-Law
Lawyerist podcastJohn Grant, again
http://bit.ly/1NCXd7d
The Lean StartupEric Ries
Business as experiment
page 35
Thank youGreg McLawsenManaging AttorneySound Immigration
@mclawsen253-203-3170greg@soundimmigration.comwww.soundimmigration.com
