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Employee

How I can help

With years of hands-on experience in the industry, I understand the nuances of running the operations of a successful law firm. Whether you need a targeted one-off project or a comprehensive approach, I'll leverage my expertise to grow and optimize your firm.

Business Development

  • Vision/Infrastructure Analysis and Development

  • Operations Management Coaching

  • Key Person Coaching/Leadership Development

  • Departmental Efficiency Analysis 

  • Change Management

  • Firm Restructuring/Re-branding

  • Meeting Cadence, Design, and Facilitation 

  • Project Management

  • Role Optimization and Expectation Setting

  • KPI Development and Tracking

  • SOP Optimization

  • Performance Evaluation Optimization (30, 60, 90 and 1 Year Reviews)

  • Onboarding Coaching and Development

  • Ongoing Training Materials Strategy and Development

  • Post Training Surveys

  • Office Expansion and Space Planning

  • Firm Structure Planning, Organization and Development (Firm Org Chart)

  • Market Expansion Strategy and Planning

Marketing

  • Marketing Attribution

  • Internal Marketing Team Assessment and Coaching

  • KPI Development and Tracking

  • Marketing Source Development, Organization and Tracking in CRM

  • Analyze lead sourcing and inbound case sources

  • Analysis of Marketing Assets, Campaigns and Vendor Performance

  • Call Tracking Numbers: Strategy, Optimization and Management for Marketing

  • Client Experience Tracking and Optimization

  • Social Media and Traditional Media Production Strategy

  • Traditional and Digital Marketing Strategy for PI

  • Online Reviews: Tracking, Reporting, and Strategy

  • Brand Strategy

  • Public Relations

  • Firm Restructuring/Rebranding

Intake

  • Team Assessment, Coaching and Data Tracking

  • Contact Center (call center within phone system)

    • Strategy

    • Optimization

    • Management

    • Reporting

  • After Hours and Overflow Call Center: Programming, Implementation, and Integrations with CRM

  • Vendor Management

  • Inbound and Outbound Referral Tracking

  • Referral Workflow and Management 

  • CRM Programming, Optimization, Reporting, and Integrations

  • Coaching of team lead, team members and assessment of structure

  • Intake KPIs Development and Tracking

  • Identify opportunities for improvements

  • Intake Structure and Workflow Optimization

Phone System/VOIP

Phone System

  • Optimization

  • Reports

  • Sentiment Analysis

  • Keyword Spotting

  • Vendor Analysis and Management

  • Contact Center (call center within phone system)

    • Strategy

    • Optimization

    • Management

    • Reporting

  • Tech Stack Integration Strategy and Management

Human Resources

  • Recruiting and Talent Procurement

  • Job Description Optimization

  • Job Postings and Tracking

  • Review candidates and coaching for interviews

  • Remote Employee Management Coaching

  • Workforce Productivity Management Software: Optimization and Reporting

  • Outsourced Employee Hiring and Management Coaching

  • Review Existing Team’s Performance

Accounting

  • Review of P&L

  • Budget Planning and Organization

  • Vendor Contract Analysis

  • Advertising/Spending Analysis

Audits

I can audit any of the following:

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Vendor Agreements & Performance, Firm Software, Marketing, Firm Website, Social Media Accounts, SOP, and Operational Performance.

Office Expansion, Space Planning, and Interior Decorating

Is your office in need of an upgrade or expansion?

 

Whether you're upgrading or expanding, taking on a project like this is not an easy feat especially while trying to run a law firm at the same time. 

 

 With a focus on businesses and professional offices, I offer tailored interior decorating, office expansion, and space planning services. Leveraging proven experience, we can transform your office into a functional, aesthetically pleasing environment that reflects your business's ambition. 

 

Let's create a space that you're proud of.

Accountability Coaching

Accountability coaching is fundamentally about committing to your personal and professional development, offering reassurance through someone who monitors and celebrates your progress. This approach is crucial for law firm owners like you, aiming to balance ambition with practicality in your task lists. I guide you to avoid overcommitment while also pushing beyond minimal effort, ensuring your growth feels natural and inevitable.

 

The coaching process is dynamic, designed to adapt and evolve with your needs and the shifting landscape of your goals. It allows for the exploration of new ideas and the refinement of existing ones, with strategic plans that naturally adjust over time. Together, we face and overcome challenges, making adaptation and continuous improvement the cornerstones of our journey.

If you’d like more information about my services, get in touch today.

Team Meeting

Get in Touch

In our initial discovery call, we will discuss the issues your firm is facing and explore solutions to address pain points and identify the best solution tailored for your law firm. 

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