KPIs and Reporting for Law Firms with Mary Juetten Non-Eventcast

For today’s episode, Jared welcomes legal consulting expert Mary Juetten, CEO and Founder of Traklight, to talk about utilizing KPIs in a law firm. According to Mary, it’s recommended to have only a few primary KPIs, as too many can make it difficult to track performance accurately. She discusses the importance of reporting, both for looking back to analyze past performance and for looking ahead to inform future behavior. Mary also emphasizes the importance of using technology to generate KPIs and reports but notes that legal-specific technology is not always necessary.

Episode Highlights
01:58 What Valentine’s Day means for Mary 03:22 What is KPI or the Key Performance Indicators? 05:02 Reporting in conjunction with KPIs 07:12 The interaction between different processes and KPIs 10:42 Building processes and generating KPIs for law firms 13:14 How often should you measure KPIs? 19:48 Financial and quantitative components of KPIs for law firms 21:41 Soliciting client feedback 22:48 How Mary gets attorneys to buy into their projects


Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Mary Juetten https://traklight.com/ https://www.linkedin.com/in/maryjuetten