Do you struggle with keeping realistic expectations? In this episode of the Maximum Lawyer Podcast, Tyson and Jim share their insights on unbridled optimism and how it relates to the field of law.
Creating a Virtual System That Runs Like Clockwork Without You
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Looking to set up a virtual system that runs without you? That runs like clockwork? Listen to today’s episode with Regina Edwards, as we share her 2022 MaxLawCon presentation about the automation you can set up to qualify your leads, create a smooth client journey and to maximize your time wherever you are in the world.
Regina walks through the basics setup and intentionality behind her automation system. And while there is work in the set up, as Regina said, if you don’t execute — it doesn’t matter what your plan was. So get your note taking app out as she dives into her intake and litigation automation processes.
Episode Highlights:
01:50 Virtual lawyering!
02:55 High Level overview of intake
06:10 Streamline your intake with a CRM
10:30 Declining potential clients that are not a good fit an easy way
11:33 After the intake call, what do you do?
13:07 How do you enforce team consistency?
14:27 Litigation workflow
16:19 What can you automate?
19:35 Creating a discovery workflow
Watch the full video on YouTube here. https://youtu.be/A7tM9Tg1ZvE
Connect with Regina:
Resources:
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- Meet us in Austin, TX! The ZAPATHON Automation Workshop featuring Kelsey Bratcher!
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The post Creating a Virtual System That Runs Like Clockwork Without You appeared first on Maximum Lawyer.
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