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Vickie,

I am an independent Certified Legal Nurse Consultant, but for one attorney-client, I work in-house one day a week. I no longer want to work in-house, as I prefer to focus on the attorney-clients that hire me as an independent consulting expert. I am very successful and do not need this job but I don’t know how to tell the attorney without burning a bridge or damaging what’s been a great relationship. What should I do?

Liz, RN, CLNC

Hi Liz,

Congratulations on making a decision that will ultimately strengthen your CLNC® business. Start by telling the attorney you are expanding your legal nurse consulting business and can no longer work in-house for him. Emphasize that you value your business relationship and will always be available to him as an independent Certified Legal Nurse Consultant. Next, give examples of how well this works with your other attorney-clients. Finally, emphasize the speed of electronic communication and your availability for personal meetings. Since you are already successful as a Certified Legal Nurse Consultant, you have very little to lose and the attorney-client has everything to gain. Go for it!

Success Is Inside!

P.S. Comment and share your tips for saying no to attorney-clients.

Vickie,

When proofing a revised draft of a contract for my CLNC® business, do I really need to read it word for word?

Julia, RN, CLNC

Hi Julia,

That’s a great question. Of course everybody’s preference is to generate a contract that will not require revisions. This works well with legal nurse consulting subcontractors who usually sign our contract without revision requests. This allows us to quickly move on to doing business together. In 29 years, I have only had two subcontractors request minor changes to our form contract. With vendors though, negotiations are more common. Especially with large vendors, it’s not unusual to have 5-10 drafts, depending on the vendor, size and type of contract (IT services company, software, hotel, etc.).

Once the negotiations start and the versions start flying back and forth, I often joke (or not) that I’m getting drafted to death, but sometimes it’s necessary. As the number of versions increases, it can quickly get harder and harder to keep track of the changes. One way I keep track of the documents is by writing “Live” and “Past” along with the dates on the top of each hard copy version. My preference is to proof a hard copy rather than the electronic version. Most of us read and proof more accurately from paper than from a computer screen. Also, I keep all printed and electronic versions in file folders for easy reference.

With Microsoft® Word, you can use the track changes feature which shows the additions and deletions made by the parties. The document can get pretty “busy,” so once we hit a certain level of agreement on the changes I’ll accept the changes/deletions to create a “clean” document. Then we can continue the editing process, but fresh, with fewer changes to track.

When reading a contract from one draft to another, the experienced Certified Legal Nurse Consultant will always read and compare each draft to the prior draft word for word to ensure that nothing has been deleted or added either accidentally or intentionally. Word processing errors and text drops do occur, despite the best intentions of the parties involved. The best way to do a comparison reading is to lay each contract side by side and read and compare them one paragraph at a time.

“Lazy” legal nurse consultants can also just compare the first or last word in each line of each paragraph in one contract to the other to ensure they match. This isn’t a perfect system but can be quick. Another more accurate but still “lazy” method is to hold each page from the contract against a sun-lit window and then lay the corresponding page from the other draft on top of the first page. You can then compare text and look for text drops or spacing changes. I shouldn’t even be telling you these “lazy” tricks because neither of them should be considered a replacement for a full read, especially on the final executed copies.

When you finally sign the paper copy of the contract you’ve so carefully negotiated, you want to be sure that what you get back from the other party is what you sent them. My solution is to initial and date the bottom of each page in blue ink. When the fully-executed copy is returned to you, it will be clear there have been no page “substitutions.” We also sign our contracts using blue ink. This will always help you distinguish the original from a copy. If we’re sending the final versions over for signature, I sign the contract in advance. This process helps guarantee the other party signs the copy we sent.

We often scan and email a signed copy of the contract and we accept scanned copies of executed contracts as final. What matters to the Institute is that we have a final signed contract, no matter the method by which it is sent.

Finally, make sure you file the original signed version in a secure location (hard copy and electronic) so that you’ll be able to locate it quickly. Be sure to calendar the expiration of the terms and the dates of any notices that must be filed.

Success Is Inside!

P.S. Comment and share your favorite contract proofing tips and experiences or comment to share one thing you’ll do differently next time you negotiate a contract.

Vickie,

I live in Las Vegas but grew up in North Carolina and still have plenty of contacts there. Many of those contacts know attorneys. One friend even works at the courthouse. They have all offered to put me in touch with attorneys they know. Should I make a trip to North Carolina to interview these potential attorney-clients face-to-face or should I contact them by phone and email first?

Joseph, RN, CLNC

Hi Joseph,

Congratulations on recognizing that friends and contacts everywhere are valuable to expanding your Certified Legal Nurse Consulting business. Aim to set up 4-6 interviews over a 2-day period. Call or email the attorneys to schedule interview dates and times. You have a higher probability of successfully getting a case if you can get your foot in the door and meet the attorneys face-to-face. Alternatively, if the attorneys trust your contacts enough to hire you based on their references and an email, schedule a telephone call or Skype interview and go for it!

Congratulations on making the most of this great opportunity.

Success Is Inside!

P.S. Comment and share how you’ve used contacts to expand your legal nurse business or used Skype with attorney-clients.

Vickie,

I just completed a $39,000 case and sent the invoice to the defense law firm. My attorney-client notified me that he would have to submit my bill for approval to the insurance company since it exceeds $25,000. The attorney also told me there will now be a delay in the processing of the invoice. Is this common practice and what can I do next time to expedite the payment process?

Carolyn, RN, CLNC

Hi Carolyn,

Congratulations on working on such a large project. A defense law firm must ultimately be accountable to the insurance company for expenses incurred on cases. A common practice to address accountability in these situations is to have all bills that exceed a designated amount be submitted for approval by the defense law firm. This procedure is guaranteed to delay the processing of an invoice payment, which is exactly what happened in your situation.

So what is a Certified Legal Nurse Consultant to do? First, always get a retainer up front. If you know in advance that the case is large, as is here, ask for a sizeable retainer such as $5,000-10,000. Also, bill the law firm in increments of a similar amount as you continue to progress on the case. This will keep the cash flow coming and also ensures that you and your attorney-client stay in strong communication regarding what is required to produce a quality work product. Again congratulations on such a successful venture!

Success Is Inside!

P.S. Comment and share the largest invoice you’ve ever submitted as a CLNC® consultant to any of your attorney-clients.

Vickie,

I am learning how to breathe again. You will never believe what happened. I called an attorney’s office last week to get an appointment. I spoke with a receptionist who accidently sent the attorney-prospect a note saying I needed a consult for a medical malpractice case. He called me and left a message giving me his direct number. So when I heard his message I couldn’t pass up the opportunity. I returned his call, got him on the phone and explained that I was a Certified Legal Nurse Consultant and explained the CLNC® services I could offer. His firm had just lost their legal nurse consultant. He asked me to come and make a presentation. So I am going to knock this out of the park.

After I hung up the phone the mind-numbing fear set in. I requested mentoring and the CLNC® mentor at Vickie Milazzo Institute was incredible. There are 20 attorneys in this firm and not all practice medical malpractice or personal injury. I also wonder if all 20 will be in the meeting. In preparation for my CLNC® presentation, I am practicing my answers to the questions on the NACLNC® Association membership section of the LegalNurse.com website, and I think I am ready.

Vickie, do you think I should start now to call on other Certified Legal Nurse Consultants who might be willing to subcontract? I want to share my blessing if any of the cases are outside my area of expertise.

Sandra M., RN, CLNC

Hi Sandi,

Congratulations on your awesome news! Be prepared for 20 attorneys, but do not express disappointment if only one or two show. My best law firm started with one attorney and one case. Once he saw what I could do for him he recommended me to the other attorneys in his firm. 

For the attorneys who attend, be prepared to focus on the types of cases they manage. In other words, keep the presentation focused on them and their needs. You can follow up with the other attorneys in the firm at a later date, but for now it is imperative that you are relevant to the ones present.

Following your presentation and discussion with these attorney-prospects, you will know whether you need to call on another CLNC® subcontractor and also the credentials they require for specific cases. I invite you to post a call for CLNC® subcontractors on my Facebook page. And of course you can search for subcontractors in the NACLNC® Directory by specialty and location. I do recommend subcontracting outside of your geographical area to avoid future competition issues. Be sure to keep me posted and I look forward to reading your CLNC® Success Story soon. 

Success Is Inside!

 

P.S. Read more CLNC® success stories and send your CLNC® Success Story to feedback@LegalNurse.com.

Vickie,

I am reviewing records on a case and I am summarizing them into a written chronological report for my attorney-client. I have received multiple records from different facilities and I noticed that some of the facilities’ records are duplicates of records I received from other facilities. Do I still include them in my report even though they are repeats?

Tracy Z., RN, CLNC

Hi Tracy,

First establish that the records are truly duplicate records. In your chronology, list only the original source document one time.

e.g. Martin Hope Hospital p. 35

e.g. Dr. James p. 14

Unless the duplicate record has relevance (e.g. the provider states they were not aware of something when they had records containing that information), I would suggest attaching all the duplicate records as a separate section labeled “duplicate records from other facilities and providers.” Confirm with your attorney-client that this approach works for her.

Success Is Inside!

Vickie

Vickie,

My father is very active politically in our county and surrounding counties. He is well respected and loved. He is going to set up a meeting for me with two prominent judges so I can introduce them to my CLNC® services. These judges know every attorney in my county. Is it okay to use the judges’ names when speaking with the attorney contacts they provide me?

Debbie, RN, CLNC

Hi Debbie,

Congratulations on being well connected. I always say if you want to build your legal nurse consulting business fast, “ride the horse” of the people you know. Two judges sound like the beginning of a stable of terrific horses. Yes, you will want to use the judges’ names when you are speaking to the attorneys they refer you to. This will give you instant credibility for you and your CLNC® business and easily get you through the “barn door.”

Be sure to get permission from the judges to use their names when contacting the attorneys. Later, remember to add each attorney you work with to your stable of names – every attorney knows other attorneys, so ride those horses too. Send written thank-you letters to both judges for their time. And take your dad to lunch!

Success Is Inside!

Vickie

P.S. Comment and share how you “ride the horse” to build your CLNC®
business.

Vickie,

One of my attorney-clients is willing to provide a letter of recommendation but he wants me to write it, then he will edit and sign. What do I include?

Kerri, RN, CLNC

Hi Kerri,

Congratulations! Letters of recommendation are one of the most impactful components of a legal nurse consultant’s promotional package. When an attorney first asked me to write my own letter I felt uncomfortable. How could I blow my own horn? You may be hesitant too, but go ahead – blow your own horn.

Include comments the attorney made when gushing over your work product, and especially comments regarding:

  • The CLNC® services you provided for his cases.
  • How you made a huge impact on the outcome of a case.
  • Your report style and its easy-to-understand format.
  • Your knowledge of nursing and healthcare issues.
  • Your professionalism and ability to beat deadlines.

Here’s a future tip: Capture all glowing comments and get written permission to use them as testimonials. Then place them strategically throughout your CLNC® marketing materials.

Success Is Inside!

Vickie

P.S. Comment to share your best strategy for obtaining letters of
recommendation.

Vickie,

As a busy Certified Legal Nurse Consultant with a number of attorney-clients, I’ve been wondering, what kind of personal information management (PIM) software should I be using?

Monica R., RN, CLNC

Hi Monica,

That’s a great question. PIM software, depending upon the complexity, can do something as simple as manage your contacts and address book, calendar and even, on higher-end systems, keep track of your marketing efforts and client communications.

To answer your question I consulted with Tom, our tech expert. His response was pretty complex getting into things like databases and the kind of tech-talk that techies do – just because they can. He also did some pretty good research. (Give a man a fish and you feed him dinner. Give him an Internet connection and you lose him for hours.) Rather than give you Tom’s answer (and bore you to near-death) let me distill what I think he said leaving out the gigabytes, megabytes and overbytes.

ACT! and Goldmine used to be pretty good, fast and simple-to-use programs and were the leaders in the PIM field. Goldmine’s personal edition has been discontinued and in its last iteration ACT! added a SQL (pronounced Sea-Quill) database (you don’t need to know what that is) to help keep track of the immense amount of data it generates and handles. This has apparently slowed it down to the point where you need two things to use it – a fast computer and some good computer skills (more than switching it on and off).

In other words some pretty good programs aren’t nearly as pretty or as good anymore. Tom also gave me some SaaS (more than his usual) which means, “Software as a Service,” ideas – this is where the actual software is hosted somewhere in the vast reaches of the Internet and you access it from anywhere. Salesforce.com, uReach® and Google’s combination of applications are online only. Tom doesn’t recommend investing data in the “cloud” or with an Internet company that may not be there tomorrow (I keep telling him Google is safe). If you keep good back-ups you should be okay. Besides, that’s where all our data will be one day (go ahead and quote me).

What do I choose as a PIM? Well, I used to love the Palm Desktop (Tom says you can still download it for free from Palm, but check the license first.) before I started using Microsoft Outlook 2007. There’s a new Business Contact Manager for Outlook that will do everything the older PIMs do. We haven’t tried it yet but one of our vendors told me it was pretty good. We also have an enterprise-level CRM system that’s way too complex for most individuals (Tom’s words not mine).

My best advice for a legal nurse consultant? Save your money. Until you get over 50 attorney-clients I don’t believe you need to invest the time or money in buying, learning and programming a PIM. Outlook was free with our other software so why spend more money? We surveyed Certified Legal Nurse Consultants and the overwhelming response was that 80% of their revenues come from two to five of their attorney-clients. Don’t buy the geek software until you need it. Save yourself the aggravation and put the time and money into your CLNC® business.

Success Is Inside!

Vickie

Vickie,

I was hired by an attorney to locate a testifying expert. When I sent the contract to the attorney to sign, he sent it back requesting that I put the plaintiff’s name in the contract instead of his. I learned in the CLNC® Certification Program that the contract is always between the law firm and me and that is how I have always done it. Should I consider his request or stick with the way I was taught?

Leann E., RN, CLNC

Hi Leann,

You are absolutely correct. Stick with the way you were taught. The contract should always be between you and the attorney, never with the plaintiff or defendant. Contact the attorney and politely emphasize that your contract has to be with the attorney, not the plaintiff and that all invoices will be submitted to and paid by the attorney. Communicate that your standard business practice is to collect a retainer check for the amount of your location fee and the signed contract. Upon receipt of both, you will begin work to locate a testifying expert.

Success Is Inside!

Vickie

P.S. The new CLNC® Certification Program catalog has just been mailed. If you did not receive it, please call my office at 800.880.0944.

P.P.S. Great news! We have renegotiated lower hotel room rates for our 2009 CLNC® 6-Day Certification Seminars. Call 800.880.0944 for details.

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