Your Weekly Insight Hub

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

MISSION: To provide peace, clarity, and hope

 

VALUES:

1. We Add Value: We are committed to adding meaningful value to the lives of every cllent we serve.

2. We Practice Gratitude: We remain grateful for the opportunities we're given and the lessons we learn - in success and in challenge.

3. We Lead with Honesty: We speak the truth, own our actions, and take full responsibility when we fall short. lntegrly son-negotiable.

4. We Believe in Profit - the Right Way: We define profit as a mutual gain; when two parties voluntarily exchange something they value less for something they value more. True profit benefits everyone involved.

5.We Take Full Responsibility: We do not blame, deflect, or wait to be told. We own our roles, our outcomes, and our impact.

6. We Don't Make Excuses: We face problems head-on and focus on solutions. Excuses have no place in a culture of accountability.

7. We Pursue Our Full Potential: We are always growing, evolving, and pushing past our limits. Complacency is not an option - progress is a core part of who we are.

This Week’s Highlights

A clear snapshot of what’s been accomplished

Meetings:

 
09.30.2025 | Mandy, Breckenridge & Lexlee

1. Focus on Scalability Through Structure

  • There’s a strong push toward building infrastructure for growth, including clear job descriptions, KPIs, and a formal accountability chart. 

2. Accountability and Performance Are Priorities

  • There is an ongoing challenge with getting attorneys to track their time, which impacts AR and performance consistently.

3. Financial Management Needs Attention

  • Mandy reported a profitable month and is actively working on an AR tracking project.
  • A custom dashboard to pull real-time attorney time and financial data was discussed as essential for better management.

4. Intake and CRM Evaluation Underway

  • The Hona CRM system is being reviewed for its effectiveness, and a meeting with the vendor is planned before a decision is made to renew.
  • Intake processes require refinement, potentially with the assistance of a salesperson to enhance conversions.

5. Team Development and Support Tools Are Coming

  • Lexlee and Breckenridge discussed using the Predictive Index for performance reviews and onboarding insights.

6. Business Planning and Marketing Need Sharpening

  • There’s recognition that the business and marketing plans are not finalized, and Lexlee offered support here.
  • Marketing was noted as an area that must be "stepped up" to support growth goals.

7. Leadership Roles Becoming More Defined

  • Mandy and Breckenridge affirmed their positions as Visionary and Integrator, respectively.
  • The leadership structure is evolving, with the accountability chart acting as a blueprint for future hires and org clarity.

Project Updates:

 
4th Quarter Priorities:
  • A/R Workflow Optimization
    • Identify inefficiencies and implement clear workflows
    • Support reduction in outstanding A/R through goal alignment and accountability
     
  • Team Empowerment & Performance Coaching
    • Define KPIs, team goals, and bonus structures that align with firm objectives
    • Deliver coaching sessions focused on personal growth, accountability, and high performance
    • Facilitate team bonding and build a culture of collaboration and ownership
     
  • Trust Reconciliation 
  • Hona
  • Financial Controls Manual

Other Issues Identified:

  • Next hire - billing specialist - breakdown roles 
    • Training on finance - Breckenridge
    • Attorneys/paralegals meeting billing goals 
  • Need stages and pipeline 
  • Tracking of all time - reports last two months
  • Schedule a Hona meeting
  • Review the PTO handbook
  • Review Business Plan 2026

Intake System Revamp

  • Assess and redesign the client intake process for consistency and conversion.

Next Steps & Action Items

What’s happening next + how to prepare for it

For You/Your Team:

  • Mandy to provide Lexlee with the firm’s current pipeline/process documentation
  • Send “Client Advocate” duties/role & scope to Lexlee to review
  • Create reports of attorney and paralegal time for the last two months to determine if tracking all time
  • DONE - Breckenridge to send the PTO handbook for Lexlee to review

Mind Over Law Team:

  • Create job descriptions, KPIs, and review forms for each role in the firm
  • Review “Client Advocate” duties/role & scope
  • Create an accountability chart defining structure, roles, and reporting relationships with the leadership team
  • DONE - Send sample self and employer review for 90 days to Breckenridge
  • DONE - Schedule a meeting with Mandy and Breckenridge next week
  • In progress - Schedule a weekly meeting with Breckenridge for 30 minutes each week

Upcoming Meetings:

  • None

Resources & Links

Winning Teams Dashboard:

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Mind Over Law App

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