Client Communication

• we are a CLIENT-CENTERED law firm
• Make sure we’re entering Preferred Contact Method in neos, AND FOLLOWING IT.
• some cl’s need phone comm. I get that takes longer and may not be your preference, but we’re keying off the client’s preference.
• Jotform is required on all statements.
• No more recording client conversations/statements
• Clean up voicemail boxes - none should be full
• Liam & Seth
• must notify Ashley, in advance, before taking any further statements over the phone or in-person.
• do not submit to VA without Ashley’s review/approval

Staff Communication

• July SPRINT/TRAINING - org chart for working cases:

• Focus on cases assigned to you - no cherry picking.
• Tara - Ashley is your POC for any setup issues, needs.
• Ashley - utilize JOHN for hunting down AWOL clients that we need statements, etc. from.

This org chart is for WORK STUFF. Everyone comm’s w JOHN regarding PTO, blackout times during work hours, personal/personnell issues, etc.

FIFO not LIFO!!

• LEAH & TARA:
  • need to keep working cases in order of upcoming deadlines and communicate with JOHN if a case is taking longer than expected