Is It Possible for Non-Lawyers to Do Initial Meetings? with Patti Paz | Ep 010

It can be hard to let go of control--especially as an attorney running your own law firm. One advantage of relinquishing it can be increased profitability and taking back your time to accomplish more important tasks. Can non-lawyers successfully implement the initial meeting process with prospective clients? Steve believes they can. Attorneys often become bogged down in the details--especially in initial meetings--and spend valuable time responding to emails and offering free legal advice. Steve's guest on this episode of Great Practice, Great Life is Patti Paz. Patti is an adjunct practice advisor, paralegal, and team leader. She also co-leads Practice Growth Programs and is Steve's co-instructor for a program teaching non-lawyers to do initial meetings. You'll hear the three common objections attorneys have to non-lawyers conducting initial client meetings, the five Ps of an initial meeting for non-lawyers, and why a process map is crucial to teach non-lawyers how to navigate these intake meetings. In this episode, you will hear: The three common objections attorneys have to non-lawyers conducting initial client meetings Why emotional needs are about the attorney and not the client How positivity and actively listening to your team member can help make the transition to non-lawyer initial consults smoother The five Ps of an initial meeting for non-lawyers and how a process map can help Why it's crucial to understand what appeals to the prospect during the intake process Why the intake process is part of an ongoing improvement process inside the firm How having a non-lawyer conducting the intake process can save you time and revenue Subscribe & Review Never miss an episode. Subscribe on Apple Podcasts, Spotify, or YouTube. ⭐Like what you hear? A quick review helps more people find the show.⭐ If there's a topic you would like us to cover on an upcoming episode, please email us at [email protected]. Supporting Resources: Patti Paz: Practice Advisor & Attorney DISC Assessment Build My Great Team: Law Firm Staffing with Atticus Law Firm Team Leader Certifications Curious about growing your own practice without burning out? Contact Atticus to see whether our law firm coaching can help you strengthen attorney success, refine your law firm business strategy, and build a practice that actually supports your life. This podcast for lawyers is part of our broader legal podcast library, offering practical insights on how to grow a law firm through stronger law firm leadership, law firm pricing and management, smarter marketing, intentional hiring, efficient operations, healthy law firm culture, and sustainable profitability, all while addressing law firm burnout and the realities of modern practice. You can also sign up for our newsletter to get practical insights on how to grow a law firm: from law firm leadership and management to marketing, hiring, operations, culture, and profitability, so you can build a Great Practice and a Great Life.