How to Successfully Run a Remote Company
Melanie’s firm, Streamline Legal, has been fully remote for three and a half years. Melanie and her team have figured out a great system for working remotely and made it work well for them.
With the ever-changing market and more and more companies going remote, good advice on how to transition to remote operations is more needed than ever. So, in last week’s episode of Law Firm Next, Melanie shared all of the tips and tricks from her organization. She discussed the many things she’s learned over the past three and a half years of running a fully remote company and taught us all how we can do the same.
If you want to transition your company to be fully remote, the main changes you must institute are regarding software. You need many tools and software programs in place to make the switch. These tools keep your organization running smoothly and help your team feel connected, even when working from home.
Your team members must have a way to communicate with one another. A messaging tool can help with this. On this platform, you send quick messages to one another and get quick answers.
A video conferencing tool is also very helpful here. Zoom is the easiest and most popular but there are alternate options out there.
Having a client portal software is also essential to running a remote company. This is the platform where you send documents, messages, and everything else to your clients. It helps both you and your clients stay on top of things while working together.
Project management tools can help your remote company run smoothly. Team members can insert tasks that need to be done, assign them to other team members, and add due dates. This helps everyone stay on track and not fall behind on client work.
Some project management tools also have CRM software built in. This is simply a tool that helps you keep track of all of your clients’ information such as their names, addresses, phone numbers, and birthdays.
There are many options for organizing your files and documents remotely. These tools help you reduce the clutter of physical documents and paper. The key is to choose one tool where everything is housed so they’re easy to find and don’t get lost. You should also be able to easily share documents with team members and clients.
If you want to learn more about the logistics of becoming a fully remote company, check out Episode 045: How Our Remote Team Operates.