Keeping track of your firm’s progress is vital to the success and health of your firm. Although there are many different ways you can track your firm’s progress as long as you keep track of these 5 vital aspects, you will ensure your firm from failing.
A few tools include spreadsheets, customer relationship management software (CRM’s), and/or case management software (CMS). These tools can keep your firm moving forward, provide financial analysis, improve customer relations, and above all manage your caseload.
Here is what you need to start tracking, if you haven’t already:
- How many consults are you scheduling a month?
- How many consults retained your services?
- How many cases do you have open in active status per month?
- How many cases have you completed and filed per month?
- How many cases have you closed that month?
Knowing the numbers for each of these vital and trackable items will help you to plan ahead. You will have the ability to know your expected income when you need to hire more help, where you need to put your attention, and where you could use support.
Wouldn’t you like to have more control and streamline your process? Track these 5 things and you are well on your way to having a successful law firm. Use whatever tools you have on hand to help you track these things.
Your future YOU will thank you.
Consider hiring skilled US-based immigration paralegals to work on your caseload. Our team will take your case from start to finish and follow up with your clients in the best way possible.