Your Weekly Insight Hub

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

This Week’s Highlights

A clear snapshot of what’s been accomplished

Intake Pipeline – Next steps with Shanna and Jennifer

Team Values – Leadership review & finalize by Sept 8, 2025

Revenue Numbers by Practice Group

Each Director: create 2026 target (16 months) & end-of-2028 target (3 years)
Submit to Lexlee by Sept 4, 2025

Lexlee to meet with each Practice Group to discuss challenges and ideas (post-workshop scheduling)

In-person workshop happening on October 6th, 2025

What’s happening next + how to prepare for it

Jennifer Gogert:

Jennifer to confirm billing setup with Tracy: PI = contingency vs time-based on hold; all others fixed fee? (This was conflicting guidance.)
Jennifer to send attorney's hourly rate sheet (by attorney + practice area) to support attorney-specific intake forms.
Jennifer to investigate and fix Smokeball conflicts check (migration gaps; ensure searching parties return clients/matters, not just documents). Propose an interim and long-term fix.

Shanna Perron:

Shanna to send the current intake form to James (for a possible fillable version).
Shanna to document the trust-payment link process (how to generate/send the trust portal link vs operating portal) and share with the team.
Shanna to provide the current “automatic decline” referral list (generic, by practice area—no bespoke referrals).
Team, please note that if the front desk keeps initial calls, finalize the handoff to the on-call paralegal process (script + transfer steps).

Lexlee to draft the step-by-step intake workflow from today’s notes and translate it into Smokeball tasks/stages.
Lexlee to edit the client-facing intake email template language (replace Smokeball’s default copy).
Lexlee to decide & document the assignment model (daily “on-deck” vs rotation) after Jennifer weighs in; lock rules for PI vs other practice areas.
To schedule a follow-up session to review the built workflow with the team (after James’ first build).
To build the Smokeball workflow from Lexlee’s outline (lead creation → triage → schedule consult → fee agreement → payment → homework).
To confirm if Smokeball can email the assigning attorney from the lead (for gray-area reviews) and, regardless, add a follow-up task for the paralegal.
To convert Shanna’s payment authorization into a fillable form (if approved) and advise on signature/acknowledgment options inside Smokeball forms.
To configure intake forms in Smokeball (internal call-script version for staff + client-facing versions by practice area/attorney rate).
To set up/verify reports (new matters, open/closed by attorney, leads converted) and quick views for Shanna/paralegals.

A reminder of the bigger picture & alignment with goals

👉 Accountability Chart - CLICK TO VIEW

👉 3rd Quarter Strategies - CLICK TO VIEW

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

Meeting ID: 613 409 0453

Passcode: Ignite