Three Must-Dos sits in the strange space between technique and judgment. A junior attorney with good technique and no judgment will miss it; a senior attorney with great judgment and rusty technique will get half of it right. The best practitioners keep both sharp.
Written for family-law attorneys considering Three Must-Dos as one of several possible practice directions, with limited time to evaluate which one is worth pursuing.
The family-law attorney’s relationship to Three Must-Dos differs from the consultant’s. The attorney is responsible for the legal strategy that incorporates Three Must-Dos findings; the consultant is responsible for the underlying analysis. Practitioners who clearly demarcate these roles in their engagement letters — even when handling both — produce cleaner work product and reduce liability exposure.
Get the engagement letter right
A useful structure for the scoping conversation: what is the client trying to accomplish, what’s the timeline they’re working with, what other professionals are on the case, what documents and information will be needed, and what deliverable will mark the engagement complete. Each of these should make it into the engagement letter explicitly.
Scope creep in Three Must-Dos is the most common source of fee disputes. The matter starts at one defined scope and gradually grows as the client identifies new questions and adjacent issues. Practitioners who notice this in real time and either decline the additional scope or paper a new engagement protect both their economics and the client relationship.
Keeping the case file usable
Versioning matters on Three Must-Dos deliverables. Practitioners who maintain a clean version history (draft 1, draft 2, etc., with dates and changes noted) produce deliverables faster and can show their work if anyone questions a specific choice.
A good Three Must-Dos case file separates the engagement-management documents (engagement letter, scoping notes, communication log, billing records) from the case-analytical documents (records received, analyses, drafts, deliverables). Keeping these distinct reduces the cognitive overhead of finding what you need and makes year-over-year improvements to your templates easier to extract.
The case team and how to run it
Conflicts of interest in Three Must-Dos are subtler than in general family-law practice. The family law attorney’s engagement letter usually names a single client, but the analysis affects multiple parties’ interests. Practitioners who think through the implications carefully — and document them — avoid the surprise discovery that they have an undisclosed conflict three months into a matter.
The protocol for coordination matters. Some matters require frequent multi-professional calls; others require occasional written updates; others require near-silence between the family law attorney and other professionals on the case. Set the protocol at scoping with the client and the other professionals so nobody is confused about who’s expected to do what.
Stay current with the field
Peer review of your work, even informally, improves it faster than solo practice. Find one or two other practitioners working in Three Must-Dos who will review your draft deliverables and give honest feedback. Reciprocate.
Specialty credentials in Three Must-Dos send a signal to referral sources, but the actual value comes from the curriculum behind them. Practitioners who go through a credential program seriously emerge with better analytical frameworks than those who treat the credential as a marketing line.
Ending the engagement cleanly
Some Three Must-Dos engagements end without producing the outcome the client hoped for. Closing those engagements well — being honest about what the work produced and why — matters more than closing the successful ones. The client may not feel great about the outcome, but they’ll remember that you were straight with them, which produces referrals over time even from disappointing matters. For deeper reference, see National Center for State Courts.
The closing conversation with the client matters. Whether by phone or in person, walking the client through the deliverable, answering their questions, and confirming next steps (or no next steps) creates a clean handoff.
Most practitioners who eventually own Three Must-Dos in their market started without a clear plan and built it engagement by engagement. The plan that emerges in retrospect rarely matches the one they would have written at the start.
How VennBoard fits in
VennBoard helps family-law attorneys build the operational backbone Three Must-Dos engagements require — engagement letters that handle the scoping conversation in writing, case files that stay organized across long matters, communication tools that keep the broader case team coordinated, and the infrastructure that lets the practitioner focus on the analytical work rather than the administrative drag.
Learn more about how VennBoard fits into a family law attorney practice focused on Three Must-Dos at VennBoard.com.
Further reading
IRS Publication 504 (Divorced or Separated Individuals)
National Center for State Courts