Your Weekly Insight Hub

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

VALUES: Good Communication, Empathy, Supportive, Respect, Honesty, Understanding, Compassion

This Week’s Highlights

A clear snapshot of what’s been accomplished

Meetings:

10.20.2025 | Adrienne & Lexlee
  • Client Engagement & Marketing Metrics
    • Tracking processes are inconsistent
    • Tina may be added to meetings to ensure accountability and support review of the lead tracker.

Takeaway: Consistent follow-up and daily tracker updates are essential to prevent leads from slipping through the cracks.

  • Staffing & Role Clarity
    • Adrienne is considering hiring a part-time attorney with experience in civil litigation due to an increased workload.
    • Sandra, the paralegal, is struggling with key tasks such as reviewing medical records.
    • Lexlee suggested reviewing the accountability chart to clarify responsibilities and refine the hiring strategy.

Takeaway: As workload increases, role clarity and strategic hiring are vital for sustainable growth.

  • Strategic Shifts
    • Lexlee emphasized the need to track client drop-off reasons more deeply, adding detailed notes and patterns to the lead sheet.

Takeaway: Building structured, intentional systems will improve engagement and support long-term growth.

Project Updates:

NEWSLETTER

  •   Create a sample newsletter in Kit.com after Adrienne sends ideas

 EMPLOYEE REVIEW

  • Set for October 13th

INTAKE IMPROVEMENT

  • Review reasons for the contract not being sent
  • Review the follow-up workflow implementation

Next Steps & Action Items

What’s happening next + how to prepare for it

For You/Your Team:

  •  Homework to Adrienne:
    • Current caseload by case type. Example: how many litigation, how many education, how many target 
    • How much time is being tracked, Sandra, and how much is admin
    • Send sample newsletters
    • Speak with Tina about updating the tracking sheet - especially the engagement letter sent
    • Have Tina use the workflow for after the contract is sent - review video

From Me/My Team:

  • DONE - Send homework email to Adrienne
  • Update the lead tracking spreadsheet.
  • Done - Add Tina to Adrienne’s weekly meetings - first 10 minutes Tina and Lexlee, and the last 20 minutes with Adrienne & Lexlee
  • DONE - Order Samantha the HeartMath Sensor

Upcoming Meetings:

  • 10.27.2025 | Adrienne, Tina & Lexlee
  • 11.06.2025 | Hahn Reviews
  • 11.17.2025 | Monthly Leadership Meeting
  • 12.01.2025 | Adrienne & Lexlee
  • 12.15.2025 | Adrienne & Lexlee
  • 12.16.2025 | Monthly Leadership Meeting

Strategy Snapshot

A reminder of the bigger picture & alignment with goals

👉 3rd Quarter Strategies - 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: