We talked generally about systems in episode 8. This episode goes deeper into the types of systems law firms use, and how to document systems.

In law firms, there are two categories of systems: process systems and record-keeping systems.

Processes are the most valuable law firm systems because that’s how the work gets done. If you want a smooth-running firm, you have to document (i.e. “map”) those processes systematically. And you do that by asking 5 key questions.

Lawyers are pretty good at record keeping systems such as calendaring appointments and deadlines, contact records, matter-related documents etc. But you still need to pay close attention to how records information is managed.

AND…if you want to learn more about how to make your law practice more profitable and easier to manage, check out my online course: LawFirm Autopilot.

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If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.
He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their business and impact the world.
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Show notes
  • Systems are necessary for the smooth functioning of any law firm
  • Documenting systems is important, but most attorneys don’t bother to do it.
  • You need to be systematic in documenting systems.
  • There are two main kinds of systems to be documented: process systems, and record-keeping systems.
  • Process systems are the crucial ones because they relate to how work is done, and by whom.

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