Let's Talk Paralegal Hosted by Eda Rosa

Eda Rosa - Staying Motivated and Handling Burnout

Eda Season 3 Episode 25

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Being a caseload manager can be daunting. You create your to-do lists, you are ready to go and BOOM! Emergencies and emails are coming your way! I call this the DEVIL E’s. So you feel like you are organized but everything else around you is not? Or maybe you don't feel organized and you are finding it hard to find time to do so. No worries your girl Eda has got your back. Today I am going to go over how to manage your time and caseload, and yes you guessed it… your mind! 



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Managing your time: 

You can pay for time management courses, read all the books, blogs, articles, and watch YouTube videos all day on how to manage your time, but guess what? None will give you the tools i'm about to give you. Get ready to have your mind blown…. You have to manage yourself in order to manage your time. Huh? That’s it Eda? Really? Give me something else here… i’m going nuts here! You can train yourself to wake up early, work late, even eat better… but guess what? If you are not actually wanting to you will never do it. It’s like opening up your GPS and not placing the address in it. The GPS will not be able to take you to a destination that it doesnt know about! So you need to figure out what is it exactly that needs to get done. Not an idea, not a generalization. You need to know your entire day from sart to finish. Having your personal tasks/responsibilities and professional tasks/deadliness combined an at first seem scary… but honestly you need to know what your day is going to look like in a nutshell. Then dedicate 30 minutes a day (whatever this looks like for you) to review the information and do the three C’s - confirm, cancel, and/or continue. 

Managing your caseload- 

Once you have this down packed you can then see progress in managing your caseload. Let’s be real we do not have full control of our calendar nor our time when it comes to our legal careers as a full time or within an employee capacity. However, if we can be proactive versus reactive then we will always be one or two steps ahead of the game. So understanding your administration and lawyer(s) needs is crucial. You first need to have strategy meetings instead or unplanned meetings or impromptu. These meetings need to happen right when the client gets retained. This way you all understand what needs to get done on this case from start to finish. Your task list should be a reminder to review the case not just something else to check off. Really review what is going on in the case, gather information, create shell templates, do whatever you need to do to always be ahead not behind. 

Managing your mind:

Sure Eda this all sounds great in a perfect world but that’s not my reality. Or is it? Have you tried speaking with your attorneys in this manner? Have you tried creating a process or working off the track of the process in place? Have you tried being a partner versus a servant to your attorneys? If you answered YES to all of these questions then I am sorry to tell you you either think you have done it or it is time to move on if you are not being heard or understood. I’m hanging out tough love today. But if you answered NO to any of those questions then try it. It is a simple mindset. You must meet people where there are at and treat that like what they are human.   

If you want to learn more about managing your time, caseload, and mind, check out our Legal Management course on Ubley. Link in notes and website!  Until Justice is served I'll be here! Bye!