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:

01.14.2026 | Valerie & Sarah

  • Email from Sarah discussing reports 
  • Follow up with Sarah for status on payments and on templates for the notices at 7days, 21 days, and for withdrawal at 30 days, and if the email to clients to have trust balances to 2,000 was sent
  • Onboarding Ashleigh

Next Steps & Action Items

What’s happening next + how to prepare for it

For You/Your Team:

  • Valerie: Review and add to the onboarding plan for Ashley, particularly regarding legal intern responsibilities, systems training, document management, and relevant workflows.
  • Valerie:  Locate the employee handbook; if not found, send a copy to Lexlee, or Lexlee to create a new one if unavailable.
  • Valerie and/or Sarah: Prepare a list of logins and ensure Ashley is set up as a user in necessary systems (e.g., my case, billing, etc.).
  • Valerie and/or Sarah: Review and update the onboarding schedule as needed, including moving tasks to subsequent days if time runs short.
  • Valerie and/or Sarah: Please link to or provide relevant case training videos for Ashley.
  • Valerie and Sarah: Plan a lunch with the firm for Ashley, ideally on her first day.
  • Valerie: Review the pipeline and relevant workflows with Ashley, ensuring she knows the process and where to find information.
  • Suzanne: Get Debbie to sign the offer letter before discussing the transition with Valerie.
  • Suzanne: Ask Valerie and Sarah if they have edited the onboarding schedule and request to review it with them tomorrow.
  • Suzanne: Contact the Bar Association (or another trusted lawyer) for an advisory opinion on the legality/ethics of the proposed bonus structure tied to billable hours.
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Mind Over Law Team:

  • DONE- Send the onboarding plan link to the team called Ashleigh’s onboarding
  • DONE- Lexlee: Draft and send offer letter to Suzanne for Debbie, including $75,000 salary, 26.5 minimum billing hours, and discretionary quarterly bonuses based on performance and firm profitability.
  • Lexlee: Follow up with Suzanne on Monday to confirm if she reviewed the onboarding schedule with Valerie and Sarah (and have Kimberly remind Suzanne as needed).

Upcoming Meetings:

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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.

Strategy Snapshot

A reminder of the bigger picture & alignment with goals

 👉 1-5 Year Goals - CLICK HERE to view.

👉 Processes - 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: