Working Smarter

Working Smarter

Live Online

Virtual classes –
tailored for your staff


At your office –
tailored for your staff

Working Smarter is the perfect course for lawyers adjusting to hybrid working. Divided into three key topic areas - clients, finances and time - the focus is on working smarter (not harder).

Working Smarter for Lawyers – skills training to improve client satisfaction, develop commercial awareness and deliver great financial results

Course Content

Vital skills training for all lawyers. The course is divided into three key topic areas with a focus on working smarter (not harder). The course has been updated to reflect evolving hybrid working practices.

  • Working smarter with clients

    Improving client engagement/retention through improved commercial awareness

  • Working smarter with time

    Improving productivity and reducing stress through improved personal organisation

  • Working smarter with money

    Improving profitability and lock-up through improved understanding of law firm finances and billing


Working smarter with clients
  • Client care and the perception/reality gap
  • How does remote working impact on CRM?
  • Introduction to the case study – initial instructions
  • Defining commercial awareness
  • Tuning in to your client – prepare a briefing note
  • Understanding the client’s commercial objectives
  • Reading case study company accounts – overview
  • Reading case study company accounts – KPIs and what they can tell you
  • Follow-up to initial meeting
  • How do you retain clients and win more work?
Working smarter with time
  • Dealing with email from partner – multiple tasks
  • What else do you need to consider?
  • Deadlines, capacity, budget, resources, access to help
  • What gets in the way?
  • The problems of hybrid working explored
  • Planning and prioritisation
  • The 4 ‘d’s – focus on delegation and develop a checklist
  • Top tips for regaining control
Working smarter with money
  • Law firm KPIs – a reminder
  • Review of the firm’s finances – interpretation of financial data
  • Profit and cash – what’s the difference?
  • Factors affecting billing
  • How can you help to reduce lock-up and improve cashflow?
  • This transaction – 4 billing scenarios
  • Key messages revisited
  • How has hybrid working impacted you?
  • What am I going to change? (Option for postcard/email follow-ups)
  • Explore benefits of LPM (for clients, for saving time and for making more money)
  • Work smarter – not harder


Working smarter with clients
  • Understand the importance of delivering consistently excellent service
  • Consider how hybrid working affects the client’s experience 
  • Developed financial and commercial skills (client, sector, macroeconomic)
  • Focus on clients’ commercial objectives
  • Read and interpret clients’ accounts
  • Consider and communicate the ‘value statement’
  • Exceed client expectations
Working smarter with time
  • Review personal behaviour patterns and address problems
  • Analyse the issues with hybrid working
  • Consider time budget and deadlines early
  • Use existing resources effectively – knowledge management system, PDLs, LMS, relevant precedents, legal tech resources
  • Make better use of your diary
  • Make better use of email
  • Improve delegation – and produce a delegation checklist
  • Improve focus on knowledge capture
  • Explore (in overview) the benefits of LPM
Working smarter with money
  • Understand how law firms make money
  • Ask yourself ‘will we get paid for this work?’ every time
  • Address problems with time recording
  • Communicate clearly with your clients about fees
  • Prioritise billing and collection
  • Monitor your individual performance


Working Smarter uses case study exercises to explore three key areas in your delivery of legal services

The course is delivered live online (not as a webinar) and uses quizzes, polls and breakout rooms to ensure the training is interactive and engaging.

90-minute modules individually, half -day or full-day via Zoom

Working Smarter uses case study exercises to explore three key areas in your delivery of legal services

Before taking this course you may be interested in our Finance Refresher course


Ideally suited to junior lawyers who need to meet raised levels of expectation on qualification and more experienced fee earners who recognise the importance of personal development.

The course topics are directly relevant to the Solicitor statement of competence Part D – to be able to ‘Manage themselves and their own work’.

Working Smarter Live Online Course

3 x 2 hour modules



Covering the same content as the ‘live online’ course this session is usually delivered as a 3 x 2hr modules in one day


Identical to the ‘live online’ session

Working Smarter Face-to-Face Course

3 x 2 hour modules



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Doug Robinson
Rachael Davis-Stollar
Rachael Davis-Stollar


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We think our training is the ‘bee’s knees’ but don’t just take our word for it. Read what our clients have to say about us on our testimonials page.

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