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: 

05.18.2026 | Julie Shadoan & Lexlee

05.19.2026 | Julie & Lexlee

05.20.2026 | Paquette Leadership Meeting

05.20.2026 | Julie & Lexlee

05.21.2026 | Paquette Office Hours Meeting

 

Next Steps & Action Items

What’s happening next + how to prepare for it

For You/Your Team:

Julie

  • Keep a list of inconsistencies or issues encountered with templates, formatting, and drafting styles, including specific examples where templates or Nicole's feedback differ, for review and potential template updates.
  • Communicate to Nicole (and Lexlee as needed) when tasks are taking longer than expected due to template/formatting issues or unfamiliar processes, and provide details on the causes of the delays.
  • Continue to self-pace work using the new process for reporting daily progress on assigned files, and communicate proactively if workload expectations are unrealistic given the learning curve and part-time schedule.
  • Sit down with attorneys to clarify needs for the strategy call script, develop the script, and conduct role-playing/training with them.
  • Create a video for children involved in estate plans (after receiving the outline of points from Nicole).

Stacey

  • Separate caseload/SKU report data for dormant accounts and estate plans to enable clearer compliance analysis by case type.
  • Add to the workflow the process for checking client balance levels and preferences regarding future costs.
  • Meet with Above the Bar on Friday to discuss the decline in leads and potential marketing strategies.
  • Add a question to the intake process (welcome call or form) for emergency contact in case the client is unreachable.
  • Update the workflow with the new script/checklist for strategy calls once developed.
  • Review the marketing company's request to increase the spending budget to include the Rockford area with Julie before the end of the day.

Nicole

  • Get feedback from the accounting firm test to Nicole for review and comparison.
  • Update or create a template for the "funding instructions" document as discussed with Nicole.
  • Have conversations with Maddie and Corinne about their recent billable hours, lead with curiosity, and brainstorm ways to increase them.
  • Review Kelsey's admin time entries for the last two weeks to ensure all billable work is being captured and not missed.
  • DONE: Send the current error tracking spreadsheet to Lexlee for analysis of error types.
  • Outline points to include in the children's video on Julie's estate plans.
  • When processing invoices next month, audit all attorneys' and paralegals' flat-fee files (not just Hara's) to assess delays and SKU compliance.
  • Break down error types in operations tracking and report back on the most common types and percentages.
  • Audit invoices for all attorneys/paralegals (not just Hara) for delays and SKU compliance.
  • Track and analyze the most common error types in operations and report back to Lexlee.

Collaboration

  • Julie and Nicole: Discuss with attorneys how to handle client communication about money levels/future costs, and incorporate into the strategy call script and workflow.
  • Julie/Stacy: Run a report on how much time Nicole spends correcting errors made by attorneys and paralegals.

Upcoming Meetings:

  • 05.27.2026 | Fun Committee Meeting
  • 05.28.2026 | Julie, Nicole & Lexlee
  • 05.29.2026 | Financial Masters Meeting with Bruce Hall
  • 06.01.2026 | Julie & Lexlee
  • 06.02.2026 | Nicole & Lexlee
  • 06.15.2026 | Julie & Lexlee

CORE FOCUS: Helping people with loss and protecting legacies for generations to come
 
NICHE: Compassionate probate and estate planning legal representation
 
VALUES: Honesty, Good Vibes, Collaboration, Trust, Respect, Communication, Passionate & Helpfulness 

Strategy Snapshot

A reminder of the bigger picture & alignment with goals

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: