Your Weekly Insight Hub

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

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 

This Week’s Highlights

A clear snapshot of what’s been accomplished

Meetings:

 
09.24.2025 | Nicole, Savana & Lexlee 

Savana is on a Performance Improvement Plan (PIP):

  • She has previously received a written PIP and now faces a 30-day review period to show measurable improvement.

Focus on Error Reduction:

  • There is a critical need for Savana to slow down, proofread, and reduce mistakes in her work.
  • Errors are impacting workflow and client service.

Accurate Time Tracking is Essential:

    • Savana has started tracking time better and has seen an increase in billable hours.
  • Nicole and Lexlee emphasized the use of alarms or reminders to support real-time entry.

Follow Established Workflows:

  • Adherence to workflows is mandatory for efficiency and consistency.
  • Deviations contribute to delays and confusion, especially as new employees join the team.

Lead by Example:

  • Nicole stressed the importance of setting a good example for new hires (like Meredith and Hannah) in work quality and proofreading.

Support System is in Place:

  • Individual file reviews will resume next week with closer tracking of Savana’s performance.
  • Savana asked for private feedback during these reviews, which Nicole agreed to.

Next Steps Defined:

  • A 30-day review is scheduled.
  • Action items include signing the PIP, rescheduling quarterly reviews, and providing continued support.

Project Updates:

  • Hiring: Pause paralegal resume review/PI review. On hold because of capacity.

Next Steps & Action Items

What’s happening next + how to prepare for it

For You/Your Team:

  • Nicole should print the performance improvement plan and ensure Savanna signs it.
  • Nicole to resume individual file reviews next week.
  • Nicole to track Savana’s errors more closely during these reviews.
  • Nicole to support and monitor Savanna’s time-tracking habits.
  • Nicole is to set a strong example for new employees by emphasizing the importance of proofreading, workflow compliance, and quality.
  • Savana is to sign the performance improvement plan.
  • Savana is to reflect on each error, determine its cause, and find a solution.
  • Savana to slow down and proofread all work before submission.
  • Savana to accurately track work time throughout the day (use alarms or reminders).
  • Savana needs to prepare for the 30-day review by showing clear improvements.
  • Savana should download and use Grammarly (or a similar tool) to catch errors.

Mind Over Law Team:

  • DONE - Schedule the 30-day review meeting with Savanna.
  • Monitor Savanna’s compliance and progress during this period.
  • Provide ongoing support, coaching, and resources as needed.

Upcoming Meetings:

  • 10.02.2025 | Paquette Reviews - Nicole’s Team Members
  • 10.14.2025 | Nicole & Lexlee
  • 10.20.2025 | Julie & Lexlee
  • 10.21.2025 | Quarterly Strategy Meeting
  • 11.03.2025 | Julie & Lexlee
  • 11.05.2025 | Nicole & Lexlee
  • 11.10.2025 | Stacey & Nicole
  • 11.17.2025 | Julie & Lexlee
  • 11.20.2025 | Monthly Leadership Meeting
  • 12.01.2025 | Julie & Lexlee
  • 12.01.2025 | Nicole & Lexlee
  • 12.08.2025 | Stacey & Lexlee
  • 12.15.2025 | Julie & Lexlee 
  • 12.18.2025 | Monthly Leadership Meeting

Strategy Snapshot

A reminder of the bigger picture & alignment with goals

👉 1-3 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

  • 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:

 

Group Coaching Calls: