Your Weekly Insight Hub

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

VALUES:

Organization - having organized systems and structures in our files and our work.
Communication - practice active listening and communicate with empathy, kindness, compassion, and an open mind. Providing clear, concise requests to avoid confusion. 
Cooperation - We believe in working together to achieve goals for our clients and team. 
Trust- the ability to believe in the support and help of team members
Loyalty - supporting and helping team members whenever possible.

This Week’s Highlights

A clear snapshot of what’s been accomplished

Meetings:

 
08.27.2025 | Suzanne & Lexlee Review Numbers
 

Kelly’s Billing Requirements

  • Kelly needs to generate $90,000 annually, which equals 22 billable hours per week at $300/hour.
  • A 25% bonus will be applied for any billings over $85,000 per quarter.

Billing vs. Collection

  • Both billing and collection must be tracked closely—large discrepancies could signal a collections problem.

Project Management & Case Reviews

  • Improved project management systems are needed to avoid last-minute deadlines.
  • Regular case reviews and strategy meetings should be scheduled, with Kelly playing a role in organizing them.

Billing Process Standards

  • Daily email checks are essential.
  • Pre-bills must be prepared two business days before the 1st and 15th of the month.
  • Unpaid invoices need regular review to ensure steady cash flow.

Training & SOP Creation

  • Suzanne will record the billing process (pre-bills and invoices), which will be transcribed into a written SOP for Sarah.
  • Lexlee’s team will provide a tutorial on retrieving Zoom recording links to streamline the process.
 
08.28.2025 | Suzanne + Sarah billing Review

 

1. Clear Documentation Is a Priority

  • Suzanne will record the billing process (pre-bills and final invoices) via Zoom.
  • The recording will be transcribed and turned into a Standard Operating Procedure (SOP) by Sarah.

2. Billing Timelines Are Defined

  • Pre-bills must be run two business days before the 15th.
  • Final invoices should be run on the 1st of each month.

3. Daily and Weekly Billing Oversight Is Essential

  • Emails related to billing cases must be checked daily.
  • Weekly reviews of unpaid invoices are required, with coordinated follow-up between Sarah and Suzanne.

4. Automation Helps, but Personal Follow-Up May Be Needed

  • Automated reminders should be sent to clients.
  • For overdue payments, personal phone calls may be necessary.

5. Team Accountability Is Non-Negotiable

  • All team members must enter their billable time by the end of the day to ensure accuracy before pre-bills are run.

6. Collaboration & Training Support Workflow Clarity

  • Sarah and Suzanne will work together on the final invoice process and record it for training.
  • Sarah will edit the SOP to ensure the billing process is well-documented and repeatable.

Project Updates:

  • Billing Workflow | CLICK HERE to view - Reviewed with Suzanne (work in progress)
  • Project Management training is upcoming.

Next Steps & Action Items

What’s happening next + how to prepare for it

For You/Your Team:

 
Suzanne:
  • Suzanne to record a video of the whole billing process (pre-bills and invoices) and send the Zoom link to Lexlee for transcription into a written SOP.
  • Suzanne to record the process of running pre-bills and share the recording with Sarah.
Sarah:
  • Sarah will schedule a time with Suzanne on the 2nd to run the final invoices together and record the process.
  • Sarah to review who has not paid their invoices weekly, either on Fridays or Mondays, and discuss with Suzanne what action to take.
Team:
  • The Team will involve Kelly in organizing case reviews and scheduling strategy meetings to improve project management and workload handling when we do the Project Management meeting.

Mind Over Law Team:

Lexlee:

  • Remind the team members to have their time entered by the end of the day before the pre-bills are run.

  • Lexlee's team will create a quick video showing Suzanne how to get a recording link from Zoom after the billing process video is recorded.
  • Kimberly & Lexlee to receive the Zoom link for transcription into a written SOP.
Kimberly:
  • Kimberly is to ensure Sarah receives the transcribed SOP for clarity and efficiency in managing billing.

Upcoming Meetings:

  • 09.10.2025 | Project Management Meeting

  • 09.23.2025 | Woodrow Snell Vision Meeting 

Strategy Snapshot

A reminder of the bigger picture & alignment with goals

 👉 1-5 Year Goals - 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: