The Maximum Lawyer Podcast Maximum Lawyer

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Are you a law firm owner who is looking to make business operations more efficient? In this episode of the Maximum Lawyer Podcast, Jim and Tyson speak with guest Rob Petrie, an expert in Salesforce and business operations.
Rob shares the reasons why Salesforce is a great tool and when businesses, especially small and medium sized businesses should use it for operations. What makes Salesforce so unique is that it has a user centric approach, where you tell the tool what you need from it. If you need to get certain pieces of information from a website, Salesforce provides it to you.
Since law and technology are two very different things, it can be a challenge to get lawyers on board with using a tool like Salesforce. It is best to have someone act as a translator to stand in the middle and make sure the customer, such as a law firm, can understand how the tool works and can bring that social aspect to a project. Diverse teams generate the best results, so having an array of people and personalities working on a project is the best way to get something done.
Take a listen to learn more.
03:32 The importance of investing in the analysis and design phase before building a CRM system
06:28 Common mistakes made by business owners and law firms when designing a CRM system, focusing on solving for the happy path and change management
08:40 The importance of data cleanup, migration, and user acceptance testing before the go-live phase, and the challenges faced during the initial launch period
13:26 The extensive capabilities of Salesforce as a business operations platform and the challenges of maximizing its potential
14:29 The common misconception about the need for integrations and the importance of simplicity in CRM system design
15:26 Challenges and strategies for dealing with non-technical clients and bridging the gap between technical and non-technical mindsets
17:25 The role of AI in Salesforce and its potential to enhance job roles 
21:24 The importance of tracking and addressing process inefficiencies in business operations
Jim's Hack: Have dialogue with staff because what they say may surprise you and teach you something.
Rob’s Tip: When you see inefficiencies in your work, right it down. If you notice it frustrates you over and over, think about where your priorities are and change it.
Tyson's Tip: Understanding that you have a natural tendency to believe what people say. It is good to objectively look around things when people are not telling the truth.

Connect with Rob:
Website Tune in to today’s episode and checkout the full show notes here. 

Watch the YouTube version of this episode HERE

In this episode of the Maximum Lawyer Podcast, Tyson Mutrux shares what he does to walk new employees through a case, start-to-finish. Because if a new team member is unaware of your complete case process, then it's difficult for them to understand “how you do things” and what tasks they do that are connected to others of the team. It's so important for them to get that big picture view to see how everything fits together in your law firm case process and why the details are so important. Listen in!

03:58 The importance of providing new employees with a comprehensive understanding of the case process and the firm's way of doing things
07:38 The importance of establishing the firm's unique way of handling cases and the need to convey this to new employees
08:31 The onboarding process, including the use of an overview video and in-person training for new employees

Tune in to today’s episode and checkout the full show notes here.Join the Guild to grab our Case Roadmap.

Watch the YouTube version of this episode HERE
Are you an attorney who is looking to generate more leads for your firm? In this engaging episode of the Maximum Lawyer Podcast, hosts Jim and Tyson sit down with Ted DeBettencourt from Juvo Leads. They delve into the nuances of chat services for law firms.
Law firms can benefit from having effective chat services. Many people will use chat services when they want to get quick answers. A successful chat service will turn general inquiries into physical clients walking through the door. A lot of chats are lost if bots are used to answer all questions, which is why it is good for general, repetitive answers. When a potential client wants more information, the chat needs to be handled by a live person.
There are a lot of challenges that law firms face when using chat services. One challenge is that many small firm owners do not use it themselves, so they believe it is not needed for their small business. But, Ted pushes back on firms to emphasize that using chat services will generate more leads for a firm, leading to more business.
Take a listen to learn more about chat services!
Jim's Hack: Read the book, Just Called People. The book goes into detail about the creation of iOS and the traction approach.
Ted Tip: Be more cognizant of the times between going to work and coming home. It is important to get mentally prepared to focus on family time and not think about work until the next day.
Tyson's Tip: An AI tool built into Adobe, which allows you to ask questions inside of the pdf document.

Connect with Ted:
Website LinkedIn  Tune in to today’s episode and checkout the full show notes here.

Watch the YouTube version of this episode HERE

In this episode of the Maximum Lawyer podcast, recorded at our recent Mastermind event, Jim and Tyson tackle pressing questions from attendees about law firm management. 

The discussion spans from the efficacy of the firm's podcast as an internal tool, to the nitty-gritty of marketing strategies and the intricacies of employee training. A key focus is on maintaining firm operations during team members' extended leaves, with a consensus on the value of cross-training and the potential for internal growth during such times. 

Listen in.
01:45 The best spend for marketing and the worst marketing spend
03:42 Lead tracking, intake software, and CRM tools
05:29 Performance evaluation and top grading 
07:29 Lead response time
09:40 Salesforce digital engagement package for real-time communication
09:57 Client expectations and team management
15:01 Handling team members' absence
19:08 Strategies for managing team absence, redistributing duties, and viewing it as an opportunity for growth
19:15 Utilizing team members' absence as a chance to advance and expand the firm's capabilities


Tune in to today’s episode and checkout the full show notes here.
 

Watch the YouTube version of this episode HERE

In this live-recorded episode, Jim and Tyson, delve into the intricacies of managing a law practice. They discuss the critical role of honest self-assessment in recognizing a firm's downward trends, such as cash flow issues and ineffective marketing. 

They also dive into the importance of understanding firm metrics, which metrics matter and why. As well as mistakes they’ve made in the past and what to know to avoid them. 

They also explore the challenges of filtering out low-quality leads, refining intake processes, and aligning marketing efforts with the firm's focus areas. 
Client managementProactive communicationClient feedback to improve services 
If you feel like your firm is right around the corner from greatness, dig into the data-driven strategies and a strong, client-centered firm culture for skyrocketing your firms success.
01:59 The importance of identifying signals that things are trending in the wrong direction 
05:22 The importance of monitoring and addressing cash flow problems
13:09 Tracking leads, holding team members accountable, and the impact of low expectations on performance
16:35 Signs that marketing is not working
20:37 Strategies for improving conversion rates 
28:35 Identifying red flags in client management
34:23 Creating and implementing core values 
41:48 The necessity of having a system to ensure important tasks are completed before progressing to the next stage
Jim’s Hack: Be on the lookout for people or yourself that use the words: “Sort of …” This is a red flag word phase that means you need to pay attention and clean something up.

Tyson’s Tip: Go back and look at the last ten leads that you lost and see if you can identify the trend. 
Tune in to today’s episode and checkout the full show notes here.

Watch the YouTube version of this episode HERE

Are you a law firm owner who is struggling with mapping out your goals? In this episode of the Maximum Lawyer Podcast, co-host Tyson Mutrux explores the critical role of having a clear vision for both your law firm and personal life.

Many law firm owners struggle with creating a vision for themselves and their own businesses. Tyson shares the creation of his tool, the vision finder and what rules are needed for people to create their vision. These rules include writing your thoughts down on paper and sitting down to let your mind wander. 
Tyson also goes through some of the personal vision questions law firm owners should ask themselves to understand where they want to be. It is best to think about how you perceive yourself and how others perceive you as well as thinking about who the most important people in your life are. These rules and questions in this tool are meant to help you create a vision that you see for yourself.

Take a listen to learn more about this great tool.

00:24 The struggle with creating a vision for law firm owners 
2:09 Detailed rules for creating a vision
4:58 Questions and considerations for personal vision
Tune in to today’s episode and checkout the full show notes here.