Do you find yourself constantly irritated at your team because they keep making the same mistakes? Or they fail here and there even though you already explained to them the process. This can only mean one thing. Your firm is missing Standard Operating Procedures (SOP). If you want your team to feel confident in their […]
Avoiding paralegal errors using SOPs Read More »
Your phone rings, your assistant answers, and it’s a lead. Someone who heard about you, and your firm, from word of mouth, social media, or paid advertising. Your assistant schedules them on your next consult slot and takes their name, number, and a brief description of the consultation. A day before a call is made
Maximize your consults with a great intake sheet Read More »
Many firms come to a point in time where they realize the have to stop taking new cases. Most business owners and experts will agree this is really bad. The truth is, it depends. There could be a myriad of reasons why a firm decides to stop taking cases temporarily, from health, and family to
Is it bad when firms stop taking new cases? Read More »
I will never forget when a firm’s client wanted to submit a bar complaint against them. Yes, it is as bad as it sounds. And no, they didn’t go through with the complaint. You might wonder why the client didn’t submit a bar complaint against the firm. More than likely you want to know, what
The time client follow-up prevented a bar complaint Read More »
It is no secret that a lack of client follow-up leads to a case backlog. How can your firm process any case if clients are not submitting the proper information in a timely manner? Lack of follow-up with your clients can lead to a backlog, frustration for all parties involved, and missed deadlines. A simple
How to improve client follow-up without staff burnout Read More »
