Do you dread assigning client homework, knowing it will likely stall your case for weeks or even months? Chasing down questionnaires and documents from clients can feel like a never-ending battle, leaving you frustrated and resentful.
After years of working with law firms to improve their workflows, I've discovered that the client homework bottleneck isn't actually about the clients - it's about how we structure and support the assignments. In this episode, I'm sharing my proven six-part framework for optimizing client homework. Tune in because these techniques will help you get unstuck and achieve a more predictable, efficient flow of work, creating a better experience for both your firm and your clients.
Get full show notes, transcript, and more information here: https://www.agileattorney.com/55
Mentioned in this episode:
Greenline.legal is Officially in Beta
To set up a demo of this software with me, talk through the workflow challenges and opportunities you have in your practice, and see how Greenline could help, click here: https://the-agile-attorney.captivate.fm/greenlinelegal
GreenlineLegal Demo
New Workshop: Adaptive Kanban for Legal Teams
This live, half-day workshop will teach you the core principles you'll need to create visual workflow systems tailored to the way legal work really happens — so you can spend less time chasing tasks and more time delivering value to your clients.
Click here to secure your spot: https://the-agile-attorney.captivate.fm/classes
Kanban Workshop Sept 2025
