Create checklists for recurring workflows

Checklists can be useful for mapping out steps for doing things like:

  • Writing for your blog/newsletter (Listing where to find ideas, what to include in the post, where to share it etc.)

  • New client intake (What to ask, what to tell them, what to give or send, when to follow up)

  • Your file closing process

  • Preparing for arbitration, negotiation, or settlement conference

  • Preparing your client for deposition, etc.

  • Scheduling and conducting a Zoom conference

  1. 1

    Start by braingstorming

    Start by brainstorming a list of checklists that might prove helpful, and schedule time to flesh out a new one or revise an existing one.
  2. 2

    Learn to Systematize

    Learning how to document important workflows is an important Key To Creating Systems. To learn more about doing this for your firm, check this out.
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