Email Delegation for Lawyers: 7 Steps to Reclaim Your Time

By creating a transparent course of for managing your inbox, you’ll be capable of delegate the work confidently and successfully and save your self hours of time each day.

What number of emails do you get each day? In response to analysis, the typical particular person will get over 120 emails a day and spends over 15 hours per week coping with all of them.

By delegating e-mail administration, you’ll be able to dramatically cut back the time you spend in your inbox and unlock hours a day for higher-value work. But, regardless of the frustration many individuals really feel about e-mail, it may be arduous to surrender management of that inbox. Folks fear that essential messages will slip by way of the cracks, responses received’t exit on time, they usually’ll miss important data.

Right here’s a step-by-step course of for successfully handing over duty in your e-mail inbox with out shedding the essential stuff.

1. Assess Your Present E mail Workflow

To develop an efficient course of that empowers others to deal with your e-mail, you’ll want to get your personal course of out of your head. The start line is a transparent understanding of the way you distinguish between the kinds of emails you obtain and the way you deal with them.

Establish the kinds of emails you obtain and categorize them into “buckets.” For instance:

Excessive-priority emails (pressing or require your consideration)

Low-priority emails (newsletters, updates, normal inquiries)

FYIs (issues you’ll want to learn about however not act upon)

Routine emails (frequent requests, scheduling, follow-ups)

Resolve what you wish to occur with every of the buckets. For instance, what sorts of emails do you’ll want to see instantly (if any)? What do you’ll want to see, however not instantly? What are you able to unsubscribe from?

Establish probably the most repetitive kinds of emails and the duties related to them (like accepting calendar invites, rescheduling conferences, or responding to continuously requested questions) and begin capturing your greatest solutions to them.

2. Select the Proper Assistant

Your delegation doesn’t must be to an individual. An app like Spark, SaneBox or Superhuman can prevent loads of time. Nevertheless, you might choose to have an assistant (digital or in-house) personally studying your e-mail and responding in your behalf. One among our teaching purchasers delegated his inbox to a digital assistant and saved himself greater than two hours each day.

Begin by deciding if you’d like somebody inner or exterior. Belief is an enormous a part of choosing the best particular person. Some attorneys choose to make use of an present member of workers they already know properly. Others choose to make use of an exterior particular person, so there isn’t any temptation to gossip across the espresso machine about emails they could see. Clearly, your e-mail handler shouldn’t be sharing something in regards to the content material of your emails, however in some workplaces, it’s a priority.

As a part of your choice course of, take a look at your candidates. Ask candidates to draft a typical client-facing e-mail or response to a routine enquiry. Did they comply with directions? Had been they in a position to take initiative to reply a consumer’s query? Did they use the best model, grammar and spelling? You’re in search of somebody detail-oriented, dependable, discrete and expert at communication.

3. Develop an E mail Administration Playbook

Create an in depth information or commonplace working process (SOP) for the way you need your e-mail dealt with. At a minimal, it ought to embody:

entry your inbox.

categorize and prioritize emails.

When and the way usually your assistant ought to verify your inbox.

Clear directions for who will deal with which kinds of emails. For instance, will you keep duty for sure kinds of emails whereas your assistant all the time handles others?

Service requirements, together with expectations for response occasions and follow-ups.

Templates for frequent responses.

Directions or a choice matrix for escalating particular kinds of messages. One among our purchasers has a separate Slack channel only for e-mail administration. If his assistant isn’t certain learn how to deal with a specific message, he sends a fast message in Slack.

Pointers for tone and elegance when drafting replies.

Pointers for if and while you need experiences.

Your SOP must also present a workflow.

Yours may appear like this:

Inbox Evaluation (assistant):

Verify emails X occasions every day.

Kind emails into classes or folders (e.g., Pressing, Routine, FYI).

Reply to routine inquiries utilizing templates.

Flag or ahead high-priority emails in your consideration.

Day by day Abstract (assistant):

Give you a brief abstract of flagged emails needing your enter (e.g., “3 consumer inquiries, 2 partnership proposals”).

Observe-Up Administration (you and your assistant):

Observe follow-ups utilizing reminders or activity lists to make sure no emails fall by way of the cracks.

Weekly Report (Assistant)

Ship a report on e-mail tendencies, unresolved queries, and enhancements wanted within the course of.

Professional Tip: Creating the e-mail administration SOP doesn’t must be your duty. Work along with your assistant to design the method and delegate to them the authority to jot down the SOP and hold it updated.

4. Present E mail Templates

Equip your assistant with templates for the most typical emails you anticipate them to jot down. It will seemingly embody templates for:

Scheduling conferences

Confirming appointments

Answering FAQs

Redirecting inquiries to the best division or particular person

5. Set Up Automation and Filters

It can save you much more time through the use of automations, guidelines and filters in your e-mail platform. Many platforms can robotically filter out newsletters and spam. You and your assistant can arrange extra filters and guidelines for the way you need your messages tagged and filed.

For instance, you might have considered trying pressing messages flagged for you instantly, non-urgent case-related emails marked as “Vital,” newsletters despatched to a “Learn Later” folder, and routine inquiries flagged in your assistant.

6. Practice Your Assistant

Sustainable delegation requires an funding of your time upfront. Whenever you’ve bought a stable SOP and you’re taking the time to coach your assistant rigorously, they’ll be capable of take over administration of your e-mail way more shortly.

Schedule a coaching interval the place you evaluation emails collectively. Present them the way you prioritize, reply, and deal with particular eventualities. Have them draft responses in your evaluation and suggestions earlier than they ship emails independently.

Learn: “Mastering Delegation in Authorized Work: 7 Tricks to Scale Your Follow.“

7. Verify In Usually to Reply Questions and Refine Your Course of

When your assistant begins, schedule every day check-ins to evaluation flagged emails, present steerage, and regulate the method as wanted. As your assistant turns into extra succesful and cozy, you’ll be capable of reduce your check-ins again to as soon as per week and, in the end, solely as wanted.

It would be best to monitor your e-mail analytics (in case your platform supplies them) to judge e-mail administration and response occasions. You’ll additionally wish to hold the method updated. Make it your assistant’s duty to report on analytics and keep the e-mail course of. They need to be approved to replace the SOP if something adjustments within the platform itself or in the way in which you deal with explicit kinds of messages. The objective is to create a complete course of that others can comply with in case your assistant is away or strikes on.

E mail was presupposed to make our lives simpler. For many of us, it hasn’t. As a substitute, it’s created a time-consuming cycle of checking, opening, responding, submitting and deleting. By creating a transparent course of for managing your inbox, you’ll be capable of delegate the work confidently and successfully, and save your self hours of time each day.

Make sure you learn “Obtained a Course of for Your Processes? Create Legislation Agency SOPs in 5 Straightforward Steps.”

Power Zone Playbook for Lawyers book cover

Get the Energy Zone Playbook for Legal professionals

By Karen Dunn Skinner and David Skinner

Get out of the grind and into your energy zone! Study to align the work you do with the work you’re keen on, discovering the candy spot the place your experience, ardour, and consumer wants intersect. It’s right here, in your Energy Zone, that you’ll uncover the key to a thriving follow.

Every little thing you want is in your Playbook.

Extra Course of Enchancment Suggestions for Your Legislation Follow

Karen Dunn Skinner and David Skinner assist attorneys and authorized professionals construct extra environment friendly, productive and worthwhile practices. They’re the co-founders of Gimbal Lean Follow Administration Advisors and attorneys with over 20 years of expertise every in Canada and Europe. Collectively, they’re the unique International Advisors on Authorized Course of Enchancment to the Worldwide Institute of Authorized Challenge Administration. They write and converse frequently, facilitate authorized course of enchancment tasks throughout North America, and have taught Gimbal’s LeanLegal® strategy to hundreds of authorized professionals.