Tired of client homework slowing down your cases? Discover why the real bottleneck often lies in how assignments are structured, not in the clients themselves. Learn a six-part framework to enhance efficiency and communication, ensuring clients are engaged and accountable. With strategies to set clear expectations and short due dates, you can transform the process into a fluid experience for both your firm and your clients.
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Client Homework Bottleneck
The client homework bottleneck stems not from clients but from how lawyers structure homework assignments. It's essential to rethink and optimize these processes for smoother workflows.
volunteer_activism ADVICE
Set Due Dates
Always assign a specific due date when requesting homework from clients. Avoid vague requests like 'get this back when you can,' as they allow procrastination.
volunteer_activism ADVICE
Negotiate Realistic Deadlines
After proposing a due date, ask clients if it is realistic for them. This engages clients and fosters commitment, increasing the likelihood of timely responses.
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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.
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
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
The Agile Attorney Podcast