Cash, owner pay and trust-account hygiene for a law firm. Use when the owner asks how much to pay themselves, why revenue is up but cash is tight, how to build a 13-week cash forecast, how to separate profit, pay, tax and expenses, or anything about the trust…
Intake, follow-up and paying intake staff for a law firm. Use when the owner asks about missed calls, slow callbacks, consults that do not sign, hiring or paying an intake person, bonuses or commissions for non-lawyers, follow-up sequences, or after-hours…
Where artificial intelligence fits in a law firm and where it must not. Use when the owner asks about using AI or a bot to answer phones, draft documents, chase leads, summarize files or automate anything, about connecting email, calendar or Drive so the AI…
Starting point for a law firm owner who asks where to start, what is broken, or what to fix first. Use when the owner says they are stuck, drowning or plateaued, or asks which of money, marketing, intake, production, people or artificial intelligence to work…
The owner's job: goals, the seven-part firm score, org design, and what to stop doing. Use when the owner says they are the bottleneck, cannot get out of production, wants a plan for the next 90 days or five years, or asks whom to hire next or which clients…
Getting the right cases in the door. Use when the owner asks about ads, Google, referrals, a website or video, what marketing costs per signed case, whether an agency is worth it, or why leads do not become clients. Supplies no cost figures or conversion…
How the work gets done: written procedures, a work-in-progress board, capacity, hiring order, and billing leaks. Use when the owner asks about deadlines slipping, files stalling, whom to hire next, writing procedures, or why billed hours do not become cash.…