What are the ethics pitfalls and obligations with a non attorney sales or intake person? We’re working on ways to refine the process of having a non-attorney meet in a consultation with potential clients. Chad Burton talks about when to get a lawyer involved and...
In this video, Billie gets into the details about how to conduct meetings properly so you’re not wasting your time, or others’ time. For instance, we use one-on-one meetings of 30 minutes to check in personally with each person working with us. By taking...
Generally, part time employees aren’t eligible for full-time perks, but there are situations where you should stretch the ‘rules’ and make it so. In this video, Billie talks about why one part time employee received a law firm bonus, when...
It’s not uncommon: one or more attorneys become the successor of a law firm through assumption of ownership. The reasons are varied but the problem is the same. In one firm I know, this situation has created an uncomfortable office situation with turnover and...
Closing consultations is hard. What do you say to close the deal? What kind of information should you be sharing? When you are tweaking your conversion rate for consultations, there’s always something you can do that will help bring up your success numbers. In...
If your small firm is growing, and attracting new clients, finding time to do it all is a challenge. What do you do when you have plenty of clients AND new lawyers joining you to grow the firm. You HAVE to delegate your cases. The most important thing you can do when...
