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Archive for October 2021

HOW I HELPED MY CLIENT STREAMLINE THEIR ONBOARDING PROCESS USING CLIO GROW

By kelliesimpson | October 7, 2021 | 0

In this blog, I want to give you a detailed example of how I have used Clio Grow with one of my legal clients to streamline their onboarding process. I’ll outline the tools they were using before and how we’ve managed to bring all these different processes together with Clio. If you’ve missed the previous…

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Recent Posts

  • My step-by-step guide to organising your office Christmas party
  • Work-life balance: how to get your life back by hiring a VA
  • How to simplify & automate your law firm’s onboarding process
  • Following a 12-month plan for business success – here’s what I’ve learned 
  • You CAN take time away from your business and it WILL survive – here’s how

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✋🏻Saying NO to new work - oh my, hasn't it go ✋🏻Saying NO to new work - oh my, hasn't it got to be one of the toughest things to do when running a business?? When I started my business I don't think I ever could have imagined turning a new work opportunity down. I was so focused on winning clients and establishing myself that I said 'yes' to some jobs that probably weren't the best fit. Almost 6 years on and over the last couple of weeks I've had to turn new work away. Why? Because it's not the right time. I'm being sensible. With one of my associates leaving recently and having to find new team members to support her clients, I've also taken on one of her Clio projects. I love working so closely with clients, but this is a big project that is taking a lot of time. So, when 2 new Clio enquiries came in this week, plus a new law firm I had to say no. Here's why that was such a positive decision: 👍🏻 I've learned not to overload or overwhelm myself by taking on too much. 👍🏻 If I'd taken this on, it would impact my existing Clio work, instead, I'm prioritising current clients over new ones. 👍🏻 Our Australia trip is just around the corner, this way I'm not adding in difficult deadlines or stress before a much-needed break. 👍🏻 My team is now at capacity. Sometimes, turning down work really is the best thing to do so for now, our doors are closed until June. Have you had to turn work away?
We're not your usual Virtual Assistants, you know. We're not your usual Virtual Assistants, you know... We KNOW the legal industry inside-out. It takes us no time at all to seamlessly integrate into your business and leave you with the breathing space you need to: ⭐ Grow your business ⭐ Give your clients exceptional service ⭐ Take you from a flustered to a flourishing business owner But when clients first come to us, they're not always entirely sure of what they can outsource, how a legal VA can help, and how to choose the right person to bring onto their team. If you want to find out more - I've covered everything around hiring a Legal VA in our latest blog post which you can find via my bio.
Nothing makes me happier than these 2 🐶🐶 It Nothing makes me happier than these 2 🐶🐶 It’s International Day of Happiness today 😃 (yeah I know, a day for everything but so what, it helps us with content creation so I’m here for it). My Dobermans Tilly (left) and Albert (right) are my absolute world. They’re pretty much with me 24/7. They’re my HOS - Heads of Security, and even sit on my team page on my website 😁 They really do bring me so much happiness and love… as you can see from this little video ❤️ What makes you the happiest?? #internationaldayofhappiness #legalsupport #legalpa #happinessbegins #happinessisachoice #dobermanpride #dobermanclub #dobermansofig #kelliesimpsonlegalltd #lawyers #virtualassistantuk🇬🇧 #virtualassistants #lovemydogs
When a WhatsApp messages fills your heart, makes y When a WhatsApp messages fills your heart, makes you smile and go awwwwww 🥰🥰🥰🥰🥰 One of my associates, who started her VA business 2 years ago and has been with me since day 1 and supports with 4 of our clients. She sent me the loveliest text last night: 💭 “I have to be honest, if it wasn’t for you and your support, I’m not certain I would have even got to my 1st anniversary! I am just so grateful to have found a mentor, business associate and a friend in you! Thank you so much xx” I’ve always loved helping people. In my last Senior PA role I managed a team of secretaries and always wanted them to excel and succeed in their role. When I place associates into new roles at law firms now I’m ALWAYS on hand to offer training, advice and support - - I want our clients to get the best service possible. Thank you much for the kind words Margaret De Villiers - love having you as part of the team. And its made me realise; feedback really does come in all forms and not only from clients. Do you get lovely feedback from your team? #feedback #legalsupport #legalindustry #legalpa #virtualassistants #virtualoffice #legalservices #mentorship #mentoring #businessassociate #lovemyteam #teamsupport #supportinglawyers #lawfirms #boutiquelawfirm #legal #lawyers #kelliesimpsonlegalltd
You know it was an awesome event when you’re sti You know it was an awesome event when you’re still on a high 2 days later.... 
I spent Wednesday morning in Bristol with a small group of women for an International Women’s Day event and WOW, just WOW 🥰
 I always love @sixdegreescommunity events, all the ladies are just soooo warm, friendly and welcoming and Wednesday was probably the best one yet. I absolutely loved it. 
The room was full of so much energy and happiness. 
 *SPEAKERS* We were joined by @libi_loves, who shared her investment journey. 
The vibrant and lovely @klloydcreative delivered a workshop on branding.
 Fleur Christacos shared her 26 years in business running a hugely successful online lingerie brand @fleurofengland 
We finished the morning with a breath work session with @thewellbeinghubwld ... and we all got on our feet and had a little dance - possibly my favourite part 💃🏼 
For me it’s so important to take time away from my desk and what better way than heading to my favourite city with one of my best friends @mandehlou . 
Sharing this business journey with her and getting to attend events like this together is so special. 
As women, we’re always there for each other, supporting each other, mentoring each other and we are always happy for each others successes and wins. 
Building a business has shown me... that I really do embrace my female community and I really have met some wonderful, beautiful, strong and resilient women along the way ☺️
 Thanks for creating an amazing day @iam_sarahjepson and @emilymcguirkhealthyishappy and for hosting @iamjenmaynard 💫💛✨ 
Great to meet you in person @aimeekatecoaching Speakman and @anorakcat .
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