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.
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
Tune in to today’s episode and checkout the full show notes
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🎥 Watch the full video on YouTube
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What is Maximum Lawyer?
Maximum Lawyer is the podcast for law firm owners who want to scale with intention and build a business that works for their life.
Hosted by Tyson Mutrux, each weekly episode features candid conversations with law firm owners, business experts, and industry leaders sharing real strategies and lessons learned in the trenches.
If you're ready to grow your firm with less stress and more support, this is your next must listen. Subscribe today.