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:

12.16.2025 | Thomas - 90-day review

  • CLICK HERE to view Shyanne’s employer review

12.17.2025 | Sydney’s 30-Day Review

  • CLICK HERE to view Shyanne’s employer review



Next Steps & Action Items

What’s happening next + how to prepare for it

For You/Your Team:

  • Shyanne to schedule and have a conversation with Tom about how she would handle the current cases if she were in his position, discussing a step-by-step approach
  • Shyanne to send the PowerPoint presentation example to Lexlee, showing how they document the case strategy
  • Sydney to call and confirm appointments the day before or morning of to reduce no-shows
  • Sydney to stop putting people on hold; instead, tell them you'll call them back if you don't know the answer
  • Sydney to research and provide an answer to "why someone should hire this firm" - can consult Casey, Cheyenne, or the website
  • Sydney to research and provide an answer to "why now" from a sales perspective
  • Sydney to practice using the new scripts for handling price inquiries
  • Sydney track recordings of calls where clients didn't show up or where improvement is needed, and send date, time, and caller name to Casey for Lexlee to review
  • Sydney to send call recordings to Lexlee  for calls she wants feedback on

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Mind Over Law Team:

  • DONE- Send Thomas Shyanne's review
  • Schedule team meetings to brainstorm and create a system for documenting case analysis for future access and team sessions
  • Block trial dates in the calendar
  • DONE-Meet with Sydney tomorrow afternoon for a 30-day review and initial training
  • Send scripts to Sydney based on the conversation
  • Ask Casey in an email if she can teach Sydney how to pull call recordings
  • Schedule another meeting with Sydney to look at Clio Grow on Monday, 22nd

Upcoming Meetings:

  • 01.06.2026 | Shyanne + Casey

Strategy Snapshot

A reminder of the bigger picture & alignment with goals

👉 4th Quarter 2025 Strategies - 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

 

Lexlee's Zoom Info: