What happens in your office when you get busy? Is it all hands on deck, all hours, until the work gets done? And when that happens, what becomes of your improvement initiatives? Sure, you INTEND to ge...

Monitoring your progress is essential when you’re implementing change. Without an effective system for tracking your progress, it’s easy to get off track and miss potential pitfalls that jeopardize yo...

We all know how difficult it can be to see an idea through to its full execution. It’s one thing to conceptualize a strategy, but the journey from “spark of inspiration” to actual implementation can b...

How often have you sat at your desk and said, “there just has to be an easier way to do this”? We’ve hard-baked inefficiency into a lot of what we do in our profession. But your time is money, so EFFI...

So you’ve got an amazing person doing your law firm intake. She’s great on the phone. Clients love her. She gathers all the right information. But what happens when she’s not there? If your intake pro...

Non-utilized talent is the greatest source of waste for most firms, and it often starts at intake.

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Throughout this month’s series of tips, we’ve been looking at intak...

If you don’t have a clear intake process, chances are you’re not consistently gathering the right information from your new clients at the beginning of every matter. And that means you’re potentially ...

Does your intake process make a good impression on your clients? It’s your client’s first experience with your firm, and it’s where you gather the critical information that allows you to qualify your ...

Remember when we thought 2020 would never end? Now, we are already approaching the end of the first quarter of 2021! It’s time to get serious about your matter management system.

Last month, we explo...

You did it! You survived one of the most difficult years in recent memory and you made it to 2021. Take a moment to feel grateful for everything you learned and accomplished in 2020; this is what’s go...

There’s just one month left in 2020. If you haven’t already set your goals for 2021, we want to challenge you to do it today. Create a solid foundation now that will lead to real results in the new ye...

Since the pandemic began, we’ve spent more hours than ever in online meetings, and they can be exhausting! Right? It turns out that although platforms like Zoom have enabled us to work remotely over t...