Your Weekly Insight Hub

Welcome back! Here’s your personalized update for the week. Remember, with intention, anything is possible.

CORE FOCUS: Courageously Helping Families Heal After Loss 

 

NICHE: Giving voice to those underrepresented through holistic, client-focused representation

VALUES:

1. Dedicated

Going over and beyond - understanding serving a greater cause
Believe in our mission
Potential for long-term belonging

2. Unity

Standing together - having each other’s backs - An attack on one is an attack on all
We know each other
Supportive

 3. Courageous

Ownership of action
Innovative
Solution-Focused -if there is a problem, be innovative in providing solutions.
Honesty, truthfulness, vulnerability

4. Client-Focused

Family
Patient
Empathetic
Compassionate
Active Listeners

5. Growth Oriented

Always learning
Continuous improvement

This Week’s Highlights

A clear snapshot of what’s been accomplished

Meetings:

 

11.24.2025 | Andrew & Lexlee
  • CLICK HERE to access Sophia and Gabby’s Growth and Development responses: 
  • CLICK HERE to view the meeting summary
11.24.2025 | Anthony & Lexlee

 

Focus on Attorney Growth and Development
  • The primary purpose of the meeting was to establish clear goals and KPIs for junior partners Gabby and Sophia. The team emphasized aligning measurable performance metrics with professional growth, compensation, and caseload management
  • Gabby, a junior partner for over five years, has proven experience but is returning from maternity leave and needs clarity on expectations and future growth
  • Sophia, a first-year associate, is developing her Spanish skills, and her goals will include both language development and foundational litigation skills

Clarifying Caseload and Case Assignments

A key topic was case distribution and workload balance.

  • Andrew and Anthony will oversee which cases are assigned to Gabby and Sophia
  • Gabby’s role will likely expand to include personal injury cases under mentorship and supervision

The firm wants to ensure caseload expectations are realistic and aligned with each attorney’s capacity and goals

Project Updates:

 Survey Results and Challenges

  • Issues with phones - still ongoing to seek resolutions
  • Workflows - need to systemize key processes (start with med-mal)
  • Review intake and streamline
  • Improve the systemization of calendaring systems
  • Improvement of delegation and clarification of the responsibilities of the office manager, assistant, and paralegal (including issuing of checks from trust account/balancing account)
  • The issue of Tammy being paid a salary versus hourly
  • Improve notification of when records come in 
  • Improve standardization and workflows on personal injury so that not different ways of doing things depending on the attorney you are working with (improve car collision standards)
  • Review benefits for the team - and agreement on benefits for the team  -re-enrollment in October/November - Andrew 
  • Review and make suggestions for job descriptions for attorneys
  • Create KPIs for Gabby
  •  CLICK HERE to access the lawyer growth development questions 

Next Steps & Action Items

What’s happening next + how to prepare for it

For You/Your Team:

  • Review the finalized growth path and goal lists for Gabby and Sophia when received from Lexlee.
  • Meet with Gabby and Sophia to discuss and confirm their 2026 goals and focus areas after receiving the finalized lists.

Mind Over Law Team:

    • Clean up and define the growth path phases up through Junior Partner for PI/comp litigation lawyers, then send to Andrew and Anthony for review and further tweaking.
    • Finalize the 2026 goal lists for Gabby and Sophia, including specific targets and growth steps, and send them for review and goal selection.
    • Schedule with Andrew/Anthony: Schedule and conduct a 2026 strategy meeting, including Gabby in relevant portions (workflows, process improvement, supervision), and coordinate with Lexlee for preparation.
    • Review the 2025 strategy and determine which meetings Gabby should be included in for the 2026 strategy and operational discussions.
    • Extend consulting engagement into January/February as needed to complete all contracted strategy and growth path work, coordinating with Andrew/Anthony for scheduling.

Upcoming Meetings:

  • 11.12.2025 | Anthony + Andrew

  • 11.12.2025 | Anthony + Lexlee

  • 11.14.2025 | Anthony + Lexlee

  • 12.12.2025 | Anthony + Lexlee

Strategy Snapshot

A reminder of the bigger picture & alignment with goals

👉 3-10 Year Goals - CLICK HERE to view.

👉 3rd Quarter 2025 Strategies - CLICK HERE to view.

👉 Accountability Chart - CLICK HERE to view

Resources & Links

Winning Teams Dashboard:

To gain access, please follow the instructions below:

 

Mind Over Law App

 

Lexlee's Zoom Info: