Systems for Quashing Chaos & Propelling Your Firm to Success
Attorneys and other experts interactively discussed creating systems in your firm to attract more clients, motivate staff, reduce stress, and maybe even work less.
Executive Roundtable Discussion
June 25, 2024
Here's What Was Discussed
Discussion Notes
What does the word "system" mean to you?
People typically think of systems as case management system software or technology. Systems can also be:
The client intake and onboarding process
Training new employees
Delegating tasks or projects to employees
Developing Systems
Technology
Related Resources
Books about Leadership & Management
The One Thing by Gary Keller — mentioned during the discussion
Switch: How to Change Things When Change is Hard by Chip Heath & Dan Heath
Team of Teams by General Stanley McChrystal
Blog Posts & Articles
Want to Take Your Firm to the Next Level?
When you're ready, here's one way we can help:
Referral Booster Review
We’ll review your client experience systems from pre-screening to your initial meeting and provide a roadmap for improvement.
Spot the gaps in your client experience and learn how to fix them.
Discover automation possibilities that save you time while keeping clients satisfied.
Ideas for managing client expectations, allowing you to avoid time-consuming and awkward conversations.