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No business owner wants to deal with a financial emergency due to lack of planning. In order to monitor how a firm is doing financially year to year, every law firm should maintain an internal budget/forecast. A budget/forecast report provides the owner a monthly snapshot of how the firm is
Although many people think that customer management relationship systems (CRMs) are relatively new in existence, the practice of keeping customer records has existed for centuries. Merchants, even those selling their wares in ancient times, understand that it’s much easier to sell your goods to a current or past customer than
The unexpected shift to a remote workforce accelerated the pace of digital transformation. Having to vet an onslaught of new technology quickly, firms added different applications, communication and collaboration platforms, and cloud-based document management and storage systems to their tech stack. However, adding these disparate technologies and integrating them creates
Efficient customer relationship management is crucial to help grow your book of business, drive new business, and satisfy current clients.
In today’s workplace, 65% of employees are looking for another job. To compete for the best employees, employers must remain current, providing a quality, forward-thinking work environment which includes hybrid work options. Prior to the pandemic, law firms allowed only exempt employees (lawyers and professionals) to work remotely, and then
Most lawyers have multiple clients, and many will work in more than one firm throughout their careers. These circumstances dramatically increase the possibility of conflicts of interest between former and new clients.
The legal sector’s adoption of new technology has always been slow and conservative, for good reason. Attorneys have many considerations that other businesses do not have, such as privilege, compliance, confidentiality, and security. Training your firm’s employees on new technology is difficult to get right, but powerful when done correctly.
By definition, an exit interview is a conversation between an employer and an outgoing employee. The objective is to determine how the firm can improve on its processes and culture. These interviews usually consist of an honest and forthcoming conversation as an outgoing employee often feels less reluctant to give
One of the worst situations that can arise when onboarding new legal clients is making mistakes during a conflict check. These are serious situations that can carry a wide range of negative consequences for all involved, especially your client. The best way to deal with this type of scenario is
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