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:

25 | Amanda & Lexlee

  • EMAIL received from Amanda with discussion points 
  • CLICK HERE to access the PTO form
  • Review cursing and review the laptop
  • CLICK HERE to access the meeting summary

Next Steps & Action Items

What’s happening next + how to prepare for it

For You/Your Team:

  • Amanda to schedule a call with Laurie to discuss the referral list template and process before proceeding further
  • Amanda to ask Ben about the next month for the lunch and learn, target audience, and coordinate with Laurie and Ben on sign-up sheets and follow-up process
  • Amanda to coordinate with Ben to obtain the RoofCon exhibitor package, confirm schedules with Laurie and Allie, and determine ticket distribution
  • Amanda set up a meeting (including Laurie) to plan and develop the referral thank you system (to occur in January), and gather Ben's initial ideas beforehand
  • Amanda to ask Laurie about current swag items, where they were ordered from, and research additional swag options
  • Amanda to coordinate with Ben to reach out to the prior client about church conventions for speaking opportunities (to be done in January)
  • Amanda to ask Laurie for details about the new building walkthrough with furniture designers (e.g., Carrie Lopez) and plan accordingly
  • Amanda to coordinate with Laurie and Ben on open house planning (including possible referral party/block party) and building sign procurement
  • Amanda to discuss new phone system requirements with Ben and determine next steps
  • Amanda: Email Bruce (CFO) and copy Laurie to introduce herself and coordinate future meetings, confirming if December meetings are needed and scheduling for January
  • Amanda: Ask Laurie who the CPA is, if a December meeting is needed, and how often meetings should be scheduled
  • Amanda to coordinate with Ben to ensure a conversation with Virgil about documentation occurs
  • Amanda to meet with Laurie to discuss tech issue contacts and other transition items
  • Amanda to continue sending Ben daily/regular reminders and follow-ups via email with links for easy reference
  • Amanda, if not receiving timely responses from Ben, escalate to Lexlee as needed 

Mind Over Law Team:

  • Send an email introduction between Amanda and Kevin (Array Digital)
  •  

Upcoming Meetings:

  • 01.06.2026 | Laurie & Lexlee

  •  01.20.2025 | Laurie & Lexlee

CORE FOCUS: Making the legal system help real people in our community.

 

NICHE: Protecting those who can’t protect themselves through client-focused representation.

 

VALUES: Kind, Honesty, Humble, Curious, Client-Focused, Team Player and Service-Driven

Strategy Snapshot

A reminder of the bigger picture & alignment with goals

👉 Accountability Chart - CLICK HERE to view.

👉 5/3/1 Year Goals - CLICK HERE to view.

👉 3rd Quarter 2025 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: