051. Matter Management Meetings Suck. Do This Instead.
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Jan 9, 2025
Discover how structured weekly planning can revolutionize your law practice. Learn to conduct effective meetings that promote team collaboration and prioritize essential tasks. Gain insights on enhancing team dynamics and addressing challenges through consistent planning. Break the cycle of overcommitment and overwhelm while transforming productivity and predictability in your firm. This simple habit could be the key to achieving your 2025 goals!
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volunteer_activism ADVICE
Team Involvement
Involve the whole team in weekly review and planning meetings.
Encourage active participation to leverage everyone's perspectives on the work.
volunteer_activism ADVICE
Hot List
Identify 5-10 matters/projects that absolutely must make progress this week (the "hot list").
Be explicit about the deliverables needed, not just the effort required.
volunteer_activism ADVICE
Planning vs. Working
Keep weekly planning meetings focused on planning, not working on cases.
Schedule separate working meetings during the week to address the hot list items.
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You’ve probably already set your goals for 2025 in your law practice, but do you have a system for following through on your plans and goals week after week? Implementing a simple weekly planning and review habit could be the key to helping you and your team manage capacity and prioritize the right work, transforming your firm's productivity and predictability.
Tune in to learn a step-by-step process for conducting effective weekly planning and review meetings with your team. I share tips for structuring the meetings, involving your whole team, and using the insights gained to continuously improve your practice. Implementing this habit consistently can help you break free from the cycle of overcommitment and overwhelm too many law firms fall into.
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