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Working With Clients Who Like to DIY

By: Danielle DavisRoe, Esq.

Today's lawyers are practicing in the age of YouTube, where anyone can learn anything from a ten-minute video online. Many people take pride in doing everything themselves. You can capitalize on your clients' desire to do more themselves, at their convenience, and take administrative burdens off yourself, all while commanding a higher hourly rate for the work that your clients value.

Process Workflow Worksheet with Sample Workflow

Organizations, like individuals, do things out of habit. It worked well enough once, so we kept doing it that way. But it’s worth examining and recording your workplace processes. It’s the simplest way to find spots to improve. And, even if your processes are perfect, documenting them protects you against loss of a crucial employee. Use this spreadsheet to map out the stages and tasks of key processes.

Creating a Successful Team Through Training

Creating a Successful Team Through Training

By: Danielle DavisRoe, Esq.

People thrive when they continually learn new things. Creating a culture of learning and growth in your organization is key to employee retention and productivity. All too often, learning stops within a few weeks of onboarding a new employee or implementing changes. When constant improvement is not front of mind, people fall into bad habits and rarely get the most out of the tools they are provided.

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