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: 

10.20.2025 | Nicole & Lexlee
10.20.2025 | Julie & Lexlee
10.20.2025 | Stacey, Julie & Lexlee Review 
  • Stacey Is Growing Into Leadership
    • She received a perfect score on her performance review.
    • She’s taking initiative in hiring, onboarding, and community events.
  • Nicole Needs Support + Structure
    • Nicole is overloaded; her caseload must be offloaded (starting with Lost Legacy cases).
    • Lexlee is proactively supporting her well-being with a biofeedback sensor and stress-reduction techniques.
  • Savannah’s Role Needs Re-clarification
    • Previously, on a performance improvement plan (PIP), she’s stepping into a new position.
    • Specific goals and success metrics need to be outlined to support her transition.
  • Team Roles Must Be Defined
    • There’s a recurring theme of unclear responsibilities.
    • Job descriptions (especially for non-billable roles) are a top priority to bring clarity, accountability, and performance alignment.
  • Client Experience Is a Focus Area
    • 30-day check-ins on intake calls are being implemented to improve client engagement.
    • Tracking and reporting on intake effectiveness is essential to improve retention and satisfaction.
  • Referral + Marketing Systems Need Optimization
    • A referral recognition plan is being developed to foster loyalty and appreciation.
    • A marketing audit is underway to assess the quality of leads.
  • Capacity + Financial Insight Are Crucial
    • There’s a need to assess actual revenue capacity based on billable hours.
    • The distinction between flat-fee and billable case handling capacity must be clarified to align team load with financial goals.
    • Bruce is being tapped for insights on financial thresholds and team capacity. 
10.21.2025 | Quarterly Strategy Meeting
10.23.2025 | Nicole, Julie & Lexlee Review
  • Nicole’s review was completed.

Project Updates:

  • 3rd Quarter Evaluations are scheduled
  • Goals set for the 4th quarter for new team members
  • Savanna will be offered a lower position as an admin

Next Steps & Action Items

What’s happening next + how to prepare for it

For You/Your Team:

  • Stacey to review March and April. No Charge time for Nicole, which equals reviewing matters 
  • Stacey to review the current team is at 15 billable per week, and Nicole is at 10 - what is our revenue capacity
  • Stacey to ask Bruce what capacity is for flat fee and billable - once we correct SKUs 
  • Stacey to draft the Goals for Savanna
  • Stay focused on 4th Quarter Goals. CLICK HERE

Mind Over Law Team:

  • DONE - Send Stacy her finished review and her new 4th quarter excellence Plan
  • DONE - Send homework email to Stacey
  • DONE - Create job description 
  • DONE - Send the 4th quarter strategy document to the leadership team
  • DONE - Set a meeting with Julie to review job descriptions
  • DONE - Schedule a meeting with Stacey to discuss SKUs

Upcoming Meetings:

  • 11.04.2025 | Julie & Lexlee | Job Descriptions
  • 11.05.2025 | Julie & Lexlee
  • 11.05.2025 | Nicole & Lexlee
  • 11.05.2025 | Stacey & Lexlee | Discussion on SKUs
  • 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

 

Lexlee's Zoom Info: