At Streamline Legal, Melanie helps law firm owners make their firms more effective and efficient all the time. She has seen firsthand what trips law firm owners up most often. Based on this experience, she had identified the top three systems and procedures that law firms overlook that have the biggest impact on their businesses.
You probably already have many of these systems by default. However, don’t shrug this topic off as irrelevant if that’s the case. Today we’re going to take a deeper look at these systems to see how we can beef them up. This will truly take your law firm to the next level.
So tune in to learn the importance of systems in general, which will have the biggest impact on your law firm, and the features you may need to focus in on to make the biggest difference for your business.
- How systems can help in times of crisis.
- Why you don’t need to know every detail about your clients as a law firm owner.
- Why having an intake system is so critical.
- The importance of billing systems.
- Where most law firms waste time and energy with billing.
- How a file closing system can benefit your firm.
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1. Start with these 3 systems: intake, billing, and file closing. Do you have them all documented? If not, pick the one that’s missing or start at the beginning.
2. As we’ve discussed in the past, you don’t have to make this more complicated than it needs to be. On a piece of paper, Word document, or Google sheet, write down what you want your system to look like. Write down WHO does WHAT by WHEN for each step.
3. Share it with your team. Get their feedback. This will also help get their buy-in. Once you’ve shared it, hold them to it. This is the new expectation. If you don’t, you’ll get frustrated that your system isn’t working when, in reality, it’s the people not working the system.