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144 - Mastering Law Firm Efficiency and Client Experience with Julie Perez

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Manage episode 381615319 series 2839895
Contenido proporcionado por Spotlight Branding. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Spotlight Branding o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

This week we sit down with Julie Perez from Leap Legal, who guides us through the unique productivity hurdles that different types of lawyers encounter, the role of continuing education, and the cruciality of compliance in legal practice.
We then dive into the complex, yet critical aspects of trust account money, compliance, record keeping, and assembling a dream team. We discuss the lack of business management taught in law school and why having robust software in place to catch mistakes is crucial. We're also putting a spotlight on the layers of encryption and compliance with IT, offering a well-rounded view of law firm management.
Lastly, we're turning the lens onto one of the most important facets of any business - the client experience. We cover the essentials of clear communication, setting expectations, and avoiding those jarring invoice surprises.
To learn more, visit leap.us

  continue reading

Capíttulos

1. 144 - Mastering Law Firm Efficiency and Client Experience with Julie Perez (00:00:00)

2. Maximize Law Firm Productivity and Efficiency (00:00:01)

3. Running a Law Firm Challenges (00:09:29)

4. Law Firm Compliance and Management (00:14:35)

5. Better Client Experience in Law Firms (00:23:39)

150 episodios

Artwork
iconCompartir
 
Manage episode 381615319 series 2839895
Contenido proporcionado por Spotlight Branding. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Spotlight Branding o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

This week we sit down with Julie Perez from Leap Legal, who guides us through the unique productivity hurdles that different types of lawyers encounter, the role of continuing education, and the cruciality of compliance in legal practice.
We then dive into the complex, yet critical aspects of trust account money, compliance, record keeping, and assembling a dream team. We discuss the lack of business management taught in law school and why having robust software in place to catch mistakes is crucial. We're also putting a spotlight on the layers of encryption and compliance with IT, offering a well-rounded view of law firm management.
Lastly, we're turning the lens onto one of the most important facets of any business - the client experience. We cover the essentials of clear communication, setting expectations, and avoiding those jarring invoice surprises.
To learn more, visit leap.us

  continue reading

Capíttulos

1. 144 - Mastering Law Firm Efficiency and Client Experience with Julie Perez (00:00:00)

2. Maximize Law Firm Productivity and Efficiency (00:00:01)

3. Running a Law Firm Challenges (00:09:29)

4. Law Firm Compliance and Management (00:14:35)

5. Better Client Experience in Law Firms (00:23:39)

150 episodios

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