Your Law Firm - Lee Rosen of Rosen Institute

Why did the calls stop?

22 snips
Nov 20, 2025
Discover how Hona, a practice management tool, streamlines client communication, text interactions, and e-signatures to enhance the client experience. Learn the importance of restarting marketing efforts to avoid the dangerous glide into decline, illustrated through an airplane analogy. Lee offers vital strategies for reigniting marketing without getting sidetracked by pride or fear, urging firms to ramp up activities and stick to proven methods for success!
Ask episode
AI Snips
Chapters
Transcript
Episode notes
ANECDOTE

Unexpected Family Loss And Return

  • Lee Rosen flew unexpectedly from Paris to Raleigh when his wife's father passed away, and they organized a funeral with military honors.
  • He describes the experience as touching and emotional while helping the family move forward.
ADVICE

Centralize Client Communication With Hona

  • Try Hona to centralize client communication, SMS, e-signatures, and form workflows inside a Chrome sidebar over your practice management system.
  • Use it to keep team members informed and to store texts and other client interactions alongside your PMS record.
INSIGHT

Text Threads Belong In The Client Record

  • Centralizing SMS and portal interactions prevents scattered records and helps teams stay on top of client communication.
  • Storing texts, uploads, and e-signatures with the client record improves both service and internal accountability.
Get the Snipd Podcast app to discover more snips from this episode
Get the app