As we look toward the future, what should lawyers expect? Is it a business or a profession? How can we maintain high professional standards at time when so much in the legal profession is changing?

Law firms are facing 21st century challenges and they need to develop 21st century solutions to help them cope.

Innovations

The legal industry is evolving; however, few law firms are reinventing their business model. Meet one firm who is, the Forrest Firm. Lawyers Mutual interviewed James Forrest earlier this year and I’d like to share some of his thoughts on being a 21st century law firm.

The Forrest Firm was founded in January 2011 by James Forrest, a lawyer who had practiced with large law firms for most of his career. The firm continues to expand and recently opened a Greensboro office.

A few years ago, the firm updated its mission to fit a B Corporation framework.  James describes his firm’s mission as striving to create a healthy, sustainable work environment for their professionals (in a profession that’s notorious for high levels of burnout, depression, and suicide), and they are committed to community involvement with intentional policies regarding volunteerism and pro bono work.  The Forrest Firm gives attorneys the ability to customize their practices to fit their own work/life balance desires and personality fit (some like to network and look for business, while others enjoy the more technical legal work behind the scenes, and all enjoy the collaborative spirit of the firm).  Because of this commitment to team, James said the firm is increasingly attracting great attorneys who continue to fuel the growth of the organization and attract the next wave of clients who align with their mission. As more attorneys and more clients come to the firm, others see and want to participate in a positive lawyer/client environment.

James says, “For our firm, it’s a commitment to a triple-bottom-line mentality. We’re not just in business for profits, but rather to participate in the legal profession for good. That means social and environmental responsibility. It means a focus on hiring professionals who are underrepresented in the legal profession.  It also means that we are always outwardly-focused, looking for ways to give back to the communities where we live and work across North Carolina. And lastly, it means assisting non-profits and community organizations with legal work that they can’t normally afford.  And our community service isn’t just limited to direct pro bono representation.  We also look for other volunteer opportunities to assist non-profits (e.g., board service), hubs for entrepreneurs (e.g., mentoring and office hours) and other philanthropic efforts (e.g., donating money).

He goes on to say, “For our clients, our firm’s B Corporation certification means the opportunity to align with a firm that holds similar values. When clients see that you are authentically adhering to your mission and expanding the level we give back year after year, they want to be a part of that positive community force. Clients can get legal services from many sources, but we want to provide a unique win-win-win scenario that benefits the firm, the client, and the community.”

James is developing a law firm that relies on good business practices and he uses data to measure results, but that is only one part of his management style. He realizes that business and professionalism are not at odds with one another. In fact, running his firm like a business allows James to practice professionalism in every decision he makes.

Wellness

An article in the April 2018 issue of the ABA Journal says lawyers out of other professions rank highest on the loneliness scale. Sixty-one percent of lawyers ranked above average on the loneliness scale compared to 57 % of engineers and 55% of research scientists (other often isolating and analytical fields). Here is a sampling of the statements used to measure feelings of loneliness:

• I have nobody to talk to
• I feel as if nobody really understands me
• I feel left out
• No one really knows me well
• I feel isolated from others
• It is difficult for me to make friends
• I feel shut out and excluded by others

The ABA Hazelden study showed that lawyers are under greater stress than ever, experience depression and addictive behaviors at alarming rates compared to the general public. A particularly troubling aspect of these numbers is that lawyers are experiencing these concerns at a younger age and stage of their career.

North Carolina lawyer, Laura Mahr is the founder of Conscious Legal Minds. Laura writes a column in the State Bar Journal about her work in helping lawyers and law firms incorporate mindfulness, neuroscience and resilience- building tools into the practice of law.

Laura’s personal story is that after 10 years practicing law as a sexual violence attorney, she reached burnout. This came as a surprise to Laura as she was already practicing meditation, yoga, regular exercise and healthy eating. Laura took a sabbatical – though she almost talked herself out of it for fear of losing her professional status and identity – and began to research tools for building resilience, including neuroscience research. What she found is that evolution has wired our brains to experience the world in a reactive mode. However, we can re-wire our brains to a responsive or “in the flow” mode. When our brains are “in the flow” we experience greater productivity and increased satisfaction in our lives. Mindfulness and mindfulness meditation are neuroscience tools that can assist in the re-wiring process.

Laura writes about her experience with the Buncumbe county bar. The 28th Judicial District Bar offered a first in North Carolina, Mindfulness Meditation for Building Resilience to Stress class. When registration for the 6-week course opened, Laura didn’t know what to expect, but within a few weeks the class was filled with a wait list. The class was filled with men and women, young and not-so-young, folks who had a mediation practice and those who had never mediated. The class met in a conference room at Roberts & Stevens law firm and each week, the participants discussed neuroscience, mediation theory and tools that lawyers can put into practice daily to train their brains to be less reactive to stress. And each week, lawyers reported their personal stories of how they were integrating the tools into their lives.

Based on before-and-after assessments, 85% of the lawyers in class reported a reduction in stress. One hundred percent of the class reported that they were practicing mindfulness tools during their work day at least 5-10 times a week and some as often as 20-40 times a week.

Reach out to Laura if you are interested in learning how she can bring these results to your firm.

The practice of law is hard. Hopefully, you are developing your own 21st century solutions to the challenges the practice faces today. If you need help, give me a call.

Camille Stell is President of Lawyers Mutual Consulting & Services. Continue this conversation by contacting Camille at camille@lawyersmutualconsulting.com or 800.662.8843.

I would like to thank committee chairs and committee members for planning diligently for the 2018-2019 meeting year. I hope each of you will join efforts to enhance your membership experience and have a positive impact in our community, while serving as ambassadors of the legal community.
As you know, our state, especially the eastern region, suffered great damage from Hurricane/Tropical Storm Florence. Fortunately, the storm turned south, which lessened property damage to residents in the Triad area. I hope we will keep those who suffered great loss in our thoughts and prayers.
In addition to adversities, such as natural disasters, we will also encounter many political challenges and decisions in the upcoming fall 2018 election. Voters will have the opportunity to vote on North Carolina constitutional amendments that: (1) impact whether voters should be required to show voter identification before casting a ballot; (2) determine how our judges are appointed; (3) determine whether an eight member Bipartisan Board of Ethics and Elections Enforcement should be established; (4) determine whether a tax income rate of seven percent (7%) should be adopted; (5) deal with strengthening protections for victims of crime, etc.; and (6) determine protections dealing with rights of people to hunt, fish and harvest wildlife.
In my experience, I have found that most lawyers desire to be well informed voters. In fact, the public expects lawyers to be well informed. I am sure that you have been approached countless times in informal settings by individuals with questions regarding topics directly and remotely related to the law.
The proposed amendment dealing with how judges are appointed to the judiciary will be addressed by our featured speaker, John Wester, with Robinson Bradshaw in Charlotte, North Carolina. Attorney Wester is a past president of the North Carolina Bar Association and a litigator. Consequently, I invite you to attend our next membership meeting scheduled for October 18, 2018. You may join us for “Mix and Mingle” at 5:30 PM, and our meeting at 6:15 PM, at Starmount Forest Country Club. I leave you with a quote by Thomas Jefferson. He said it best when he opined, “An informed citizenry is at the heart of a dynamic democracy.”

We are truly blessed to have a local bar that is a model of collegiality and high ethical standards. I do not know the statistics, but it seems to me that the 18th district is always well-represented in NCBA, State Bar and other statewide professional groups and associations. I am Piedmont proud that Barbara Christie will serve on the Bar Council leadership team.

In March 2018, when Margaret Hunt, on behalf of the nominating committee, asked for recommendations, I sent the following. I am sure councilors from across the state sent similar recommendations.

“Good evening, Margaret. Almost three years ago, just after I was elected to the council, Bob Cone invited me to lunch with Barbara. Although we both practiced blocks apart in Greensboro for several years, we had never met. I spend much of my time in court and Barbara is a transactional lawyer. My first impression was she is quiet, smart, deliberate and thoughtful. In the  3 years that have passed, I learned that she is all of those things, and compassionate, loyal, straightforward, really smart! hard working, keeps a positive attitude and loves her work at the Bar.

We have become close friends, much to my delight. I have only seen her work first hand for the past 3 years, so you probably have a far more broad view of her work as a councilor. My first year, I was unsure of my duties and my ability to do the job myself. Barbara was a great help and mentor to me. One example of her contributions was the amazing work she did on the legislative issues when the State Bar was under attack. Barbara drafted the letter that served as a model for all of us in approaching our lawmakers.

Needless to say, I think Barbara would be a great asset to the Bar leadership team.”

Regards,

Steve Robertson,
18^th Judicial District Councilor

Family law attorney Manisha P. Patel, of Ward Black Law, was recently honored with the 2018 Young Alumna Award by Elon Law’s Women’s Law Association. The award recognizes Patel’s impact as a female leader in the legal community as well as her contributions to the legal profession.

The purpose of the Women’s Law Association (WLA) is “to create a system of educational, professional, and personal support and development for all individuals who are interested in women’s issues and the law.” Patel embodies this purpose in her professional endeavors including her role as the President-Elect of the North Carolina Association of Women Attorneys (NCAWA) for 2018 and her previous selection for the North Carolina Bar Association’s Leadership Academy.

“It is an honor to be recognized by my alma mater among my peers for my leadership in the legal community,” says Patel. “I am committed to providing my clients with the highest level of service and helping others in my profession do the same.”

Manisha P. Patel earned her Juris Doctor from Elon University School of Law and holds undergraduate degrees in both economics and history from Virginia Tech. With a focus on family law, Patel joined Ward Black Law in 2013 where she offers compassionate legal counsel and support to clients during emotionally stressful transitions. She has been involved with the Piedmont Triad Women Attorneys, a local chapter of the NCAWA, since 2015 and currently serves as Immediate Past- President.

I’m starting a business and I’m a little nervous!

I’m also very excited. Let me catch you up on what’s going on with me. And I’m going back to the beginning, because I think you may find the story interesting and applicable to you as well.

In January of 2018, I read the book, “Designing Your Life: How to Build a Well-Lived, Joyful Life” by Bill Burnett and Dave Evans. Designing Your Life is described as “a book that shows you how to build – design – a life you can thrive in, at any age or stage.”

This book describes using design thinking, an approach to creative problem solving, to build your best life. The method involves the practical, creative resolution of a problem using strategies that designers / engineers use during the process of designing. In Bill and Dave’s case, the initial problem to solve was how to help graduating students find jobs and careers.

Author Bill Burnett found his way to a career as a mechanical engineer from a childhood of drawing cars and airplanes. After spending time in the corporate world, Bill made his way to Stanford where he serves as the Executive Director of the Design Program.

Co-author Dave Evans shifted from mechanical engineering with some of the biggest Silicon Valley companies to leading his own business that helped organizations build creative environments where people could do great work and love doing it. As he worked with start-up teams, corporate executives, non-profit leaders and individuals, he found everyone asking some version of the same question, “What should I do with my life?”

Bill and Dave wrote a book and teach students at Stanford how to answer that very question for themselves. But the book and class didn’t arrive in a neatly tied-up package. Using the concepts of design thinking, they developed a prototype of a class they were considering. They invited eight students over for a two-hour, two-night session during the summer. The students were engaged and didn’t want to leave, they felt the discussion was important and impactful.

Fast forward to today. Bill and Dave teach one of the most popular courses at Stanford, an open enrollment class with exercises, as well as an atmosphere in the class that provides a place to answer the question, “What should I do with my life?” They also offer workshops. For more information, visit www.designingyourlife.com.

As I read the book, I began to think about my next phase. Other than high school and college jobs, I’ve spent my entire work life in legal working for my first law firm while in college. I’ve always thought that life after work could include a consulting practice. I love mentoring, coaching and matching legal professionals in the right jobs and the right careers, and my passion is connecting with people and connecting them to each other.

During a week, it’s not unusual to have multiple conversations with various legal colleagues about their dissatisfaction at work, how to discover their passion or their concern about when and how to retire. I knew at some point, these would be people I would be interested in coaching. I just assumed that time would be many years down the road.

But after January, I couldn’t stop thinking about it. How could I stay with a company that I loved, doing a job I loved, yet open myself to other possibilities? My first exploration of the topic lead me to think I could do it all. Perhaps, I could start the business on the side while doing a job that already seemed to require more hours than I had in a week. But if I was passionate about all of it, maybe I could make it work. Finally, I got up the nerve to talk with my boss. It was scary to say any of this out loud. For one thing, I wasn’t sure if I was asking for something or just starting a conversation. For another, there was the risk my boss would cut off this conversation with such certainty that I would be barred from exploring this until my own retirement. I also wasn’t sure it was a viable idea.

But Bill and Dave gave me the courage to have the conversation. And the conversation was received in just the manner I hoped. Lots of probing questions, opportunity to throw out a variety of ideas and at the end of the first meeting, there was a real interest in exploring a consulting company that Lawyers Mutual would support. This seemed to me to be the best possible outcome.

Since that day in March, the conversation has gone in many ways I did and did not expect. My idea of doing it all? Well, that is the part of the conversation that is not viable. I cannot be the Vice President of a 4-person department responsible for our content creation, risk management resources, personally speaking at more than 50 speaking engagements and CLE programs a year, while at the same time launch and develop a consulting company. That was disappointing to me in some small way as it represented the ending of something that I loved.

However, being the President and CEO of Lawyers Mutual Consulting & Services exceeds my expectations of where I thought the March conversation would lead me. The opportunity to consult and coach legal professionals about the big questions in the practice of law has long been a dream, one that I had not formally identified until I spent time defining my problem, researching ideas and prototyping ideas. My “Designing Your Life” book is full of ideas written in the margins that have already been crossed off the list, but many more notes that I will be developing in the weeks and months to come.

David Kelley, the founder of Stanford’s design school, says you often have to go through the wild ideas to get to the actionable good ideas. My book and (spiral notebook that hasn’t left my side since March) are full of wild ideas.
I can’t wait to see what sticks and what people are interested in.

Bill and Dave share ideas in the book and on their website for personal practices that help them sustain a well-designed life. During this season of developing a new business idea, I often had to remind myself of good self-care habits. They include Whole 30 eating, frequent exercise with a focus on walking outside in the fresh air, and making time for family and friends. No matter where you are in the process of building a well-lived, joyful life, developing personal practices of self-care and promoting creativity are essential.

I get asked these questions frequently:

• How do I find a job that I like where I can fit in?
• How do I build my career?
• How do I balance my career with the rest of my life?
• How do I know when it’s time to wind down my career?

Using the design your life theory, you’ll discover that there are multiple great plans, careers and pathways and that we have the choice to design the life we want. Here’s what Bill and Dave say,

“Designers don’t agonize. They don’t dream about what could have been. They don’t spin their wheels. And they don’t waste their futures by hoping for a better past. Life designers see the adventure in whatever life they are currently building and living into. This is how you choose happiness.”

Good luck as you design your life. Let me know if you want to talk about how to get there.

Camille Stell will soon be the former Vice President of Client Services for Lawyers Mutual and the new President and CEO of Lawyers Mutual Consulting & Services. Continue this conversation by contacting Camille at camille@lawyersmutualnc.com or 800.662.8843.