#11 - Overhauling Client Intake Process, Working with an Advisory Board, and Culture Benchmarking [Sterling Chronicles July 2023]

Send us Fan MailThe Sterling Chronicles series presents a month-by-month account of the victories, setbacks, and lessons encountered while establishing a rapidly growing family law practice.My objective is to record and share the successes and challenges within our law firm, with the aspiration that you can glean from our experiences and expedite your path to success.In this installment, I delve into the events of July 2023.We are currently in the process of revamping our entire intake procedure. What once comprised a single team has now evolved into four distinct teams, each with their own specific objectives. We are experimenting with the concept of having non-lawyers handle consultations all the way through to funding.I also discuss the insights we have gained from collaborating with an advisory team.Our executive leadership team recently participated in a full-day AI event, and we've taken away a key lesson that we believe everyone should implement. While not complex, it carries significant implications.Our Team Growth (HR) division has recently introduced a quarterly pulse survey. This initiative aims to provide us with greater insights into our team's sentiments and suggestions for cultivating a more conducive working environment.To conclude, we provide a summary of our financial figures and primary metrics for the month.----------------------Ready to find the accountability partner you need to build your dream family law firm the same way we grew Sterling Lawyers? Follow these steps:  1. SUBSCRIBE TO JEFF'S NEWSLETTER: https://jsterlinghughes.com/  2. BOOK A FREE 30-MINUTE AUDIT WITH US: https://rocketclicks.com/schedule-a-family-law-quick-audit/  3. CONNECT WITH US: LinkedIn: Jeff Hughes, Tyler Dolph, & Anthony Karls, Facebook: Jeff Hughes, Tyler Dolph, & Anthony Karls, Instagram: Jeff Hughes, Tyler Dolph, & Anthony Karls4. TELL US WHAT YOU WANT:  Tell us in the comments if you liked this episode and what other kinds of episodes you would like to see.