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:

12.02.2025 | Suzanne + Lexlee

  • CLICK HERE to review the bonus structure
  • Lexlee to talk to Suzanne about revising the PTO and office hours policy to clarify flexibility for salaried attorneys, especially regarding time off for family needs and the definition of required in-office hours
  • CLICK HERE to access the processes
  • CLICK HERE to access the meeting summary

12.03.2025 | Woodrow Snell | Leadership Meeting

Next Steps & Action Items

What’s happening next + how to prepare for it

For You/Your Team:

  • Obtain and send Ashley's updated resume to Lexlee
  • Run and provide November (and if possible, October) billable reports for Sarah and Valerie to Lexlee (and to Kimberly if requested)
  • Ensure Sarah has access to run billing reports for staff and teach her how to do so
  • Discuss with Sarah at the meeting how to run the billing report and confirm she has access
  • At the January meeting, work with Lexlee to set 2026 firm goals, including a discussion of new revenue streams (e.g., mediations).
  • Run report or provide data on the number of cases signed up each month, by case type, and (if possible) value/retainer for each
  • Provide Lexlee with billable rates for all staff members.
  • Sarah to begin sending Lexlee weekly reports on unpaid invoices, cases low on trust funds (<$2,500), and other required KPIs.
  • Sarah to start running weekly billing reports for staff and send to Lexlee (and to Kimberly as backup/follow-up)
  • Sarah to process billing invoices on the 1st and 15th, or within 2 business days if it falls on a weekend or holiday
  • Sarah to run a weekly report on unpaid invoices that are more than 7 days old and send it to Lexlee and Suzanne via email
  • Sarah to run weekly report on cases with $2,500 or less in trust funds
  • Suzanne to sit down with Sarah today or tomorrow to show her how to run reports on paid/unpaid invoices
  • Suzanne to show Sarah how to run the trust fund report and explain the process for asking clients to replenish trust accounts
  • Suzanne and Sarah to meet on Friday to run the reports and figure out the process
  • Suzanne and Sarah are to record the training session on Zoom with screen sharing for future reference.

Mind Over Law Team:

  • Schedule and conduct an introduction/meeting with Ashley in December (after finals).
  • Done - Schedule and conduct a meeting with Suzanne and Sarah at 3:00 tomorrow to review Sarah's KPIs, responsibilities, and ensure understanding/compliance
  • Call Ashley to ensure she receives emails and is not missing communications
  • Set up a meeting for Monday through Wednesday for Lexlee, Sarah, and Suzanne to review the reports together.

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: