Your Weekly Insight Hub

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

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

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

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

Family
Patient
Empathetic
Compassionate
Active Listeners

Always learning
Continuous improvement

This Week’s Highlights

A clear snapshot of what’s been accomplished

CLICK HERE to access the lawyer growth development questions

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

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

What’s happening next + how to prepare for it

Review and highlight the specific goals Andrew believes are appropriate for Gabby and Sophia this year, color-coding them by category (e.g., skills, caseload, development)

DONE - Send out Growth Development Questions to Gabby and Sophia to gather their input on goals, professional development needs, and compensation structure
DONE - Schedule a follow-up meeting in two weeks (week of the 10th) to review the attorney pipeline, scheduling, and next steps for implementing KPIs

A reminder of the bigger picture & alignment with goals

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

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Zoom Link: https://us02web.zoom.us/j/6134090453?pwd=b3BMRjl1K3EydlZ4NXJhY01JdlhLUT09

Meeting ID: 613 409 0453

Passcode: Ignite