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

Meetings:
 

12.08.2025 | Clay & Lexlee

  • CLICK HERE to access the scorecard 
  • CLICK HERE to access the folder of weekly activity reports from the team members
  • CLICK HERE to access the meeting summary
 

12.09.2025 | Breckenridge & Lexlee 

  • CLICK HERE to access the scorecard 
  • CLICK HERE to access the folder of weekly activity reports from the team members
  • Email from Breckenridge regarding Clay, Kristi, Madyson, and Alicia details their tracking
  • Discuss with Breckenridge about how to track and potentially categorize prep/research time for sales consultations, and follow up with Clay via email after the discussion.
  • Discuss with Breckenridge whether strategy planning/meetings between attorneys should be considered billable, and follow up with Clay (and potentially Mandy) regarding this issue.
  • Please schedule the two strategy meetings with Breckenridge. I have blocked the following dates in January
    • Monday, January 12th 
    • Wednesday, January 14th
  • Please schedule the 45-minute meeting with Breckenridge and Vanessa for the end of December / early January for feedback training 
  •  CLICK HERE to access the meeting summary
 

12.10.2025 | Dominic & Lexlee

  • CLICK HERE to access the scorecard 
  • CLICK HERE to access the folder of weekly activity reports from the team members
  • Meet with Dominic to review his time tracking, ensure all time is being tracked, and clarify what should be billed as admin vs. billable; coordinate with Mandy if needed to review specific entries.
CLICK HERE to access the meeting summary

Quarterly Strategy

  • CLICK HERE for top strategies for the 4th quarter

Next Steps & Action Items

What’s happening next + how to prepare for it

For You/Your Team:

  • Dominic to ask Mandy for clarification on billing guidelines for conversations with paralegals, especially regarding when such time is billable
  • Dominic to enter all time in Clio daily, aiming to account for close to 8 hours each day, and review phone logs to capture any uncategorized time
  • Dominic to set alarms (e.g., at 11 am and 2 pm) as reminders to check time tracking throughout the day
  • Dominic to maintain a running draft email to Lexlee and Breckenridge listing any time entries where billing is uncertain, to be sent at the end of the week for review.
  • Dominic, during the upcoming 60-day review, discuss with Breckenridge and Mandy how flat rate time is credited toward billable hour goals
  • Clay to send Breckenridge an email asking how to track time spent prepping and researching for sales consultations (e.g., whether it should be "no bill sales" or another category)
  • Breckenridge to visit the chamber venue again to investigate if laptop mirroring/screen sharing is possible and clarify IT/logistical requirements for presentations; coordinate with Lexlee on specific needs
  • Breckenridge to create a new admin time category (e.g., "admin prep consult") for tracking legal research/prep time separate from consults, and confirm the name of the new category in an email to Lexlee and Clay
  • Breckenridge to regenerate and send the missing Laura report for the week ending on the 28th to Lexlee
  • Breckenridge to include a link to Lexlee's training dashboard in the custom executive dashboard being built

Mind Over Law Team:

  • Discuss with Breckenridge about how to track and potentially categorize prep/research time for sales consultations, and follow up with Clay via email after the discussion
  • Discuss with Breckenridge whether strategy planning/meetings between attorneys should be considered billable, and follow up with Clay (and potentially Mandy) regarding this issue
  • Bring a projector to the chamber event as a backup for presentation setup
  • Send an email to Clay (copying Breckenridge) confirming that mentoring/training time should be tracked as admin training time, and that a new category will be created for legal research/prep for consultations
  • Meet with Dominic to review his time tracking, ensure all time is being tracked, and clarify what should be billed as admin vs. billable; coordinate with Mandy if needed to review specific entries.
  • Add Vanessa to all regular weekly meetings with Breckenridge
  • Have the team resend information about the online training dashboard/app to Breckenridge and Vanessa

Upcoming Meetings:

  • 12.15.2025 | Breckenridge & Lexlee

  •  01.06.2025 | Breckenridge & Lexlee

  •  01.12.2025 | Breckenridge & Lexlee (feedback training)

  •  01.19.2025 | Hancock Leadership Strategy

  •  01.27.2025 | Breckenridge & Lexlee

Strategy Snapshot

A reminder of the bigger picture & alignment with goals

👉 4th Quarter Strategy - 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

  • To make it even easier, once your Kajabi account is set up, you can download the Mind Over Law app for easy access on the go!
  • Please​ ​CLICK HERE​​ to download the Kajabi app on the App Store
  • Or​ ​CLICK HERE​​ to download Kajabi on Google Play.

 

Lexlee's Zoom Info: