Maximum Lawyer

Creating a Virtual System That Runs Like Clockwork Without You

Apr 6, 2023

20:58

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.

01:50 Virtual lawyering!

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 here.
🎥 Watch the full video on YouTube here.

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Resources: