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HOW TO IMPROVE YOUR CLIENT ONBOARDING – A CASE STUDY
In a recent blog post, we highlighted how a poor client onboarding process could be costing you time and money and gave examples of what a good and poor onboarding process looks like. You can read more at: Is your client onboarding process costing you time and money? Today, we want to illustrate how you…
Is your client onboarding process losing you clients and money?
Last year I was asked to speak at the Legal Ex conference in London. Having worked in the legal sector for over twenty years I knew what a big opportunity this was. However, I also felt a responsibility to present something that would not only be interesting, but valuable, to an audience of time-stretched lawyers…
11 top tips for organising you and your law firm
One of the reasons law firms often reach out to a legal virtual assistant like me is that they’re struggling to keep on top of their admin, processes and organisation. It’s understandable – there are only so many hours in a day and casework is always going to end up taking priority over organising your…
How I set and planned my goals and visions for 2022 in six easy steps
So many of us start a new year with great intentions. We think about our goals and maybe even make some resolutions…but is that enough to get you to where you want to be? I think where most of us go wrong, (myself included,) is not planning enough. How many of us actually sit down…
HOW I HELPED MY CLIENT STREAMLINE THEIR ONBOARDING PROCESS USING CLIO GROW
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…
Case studies from using Clio – how I help my legal clients. Part 2 of my Spotlight on Clio series!
I’ve used a few different legal case management systems over my 20-year career working as a PA and I must say that Clio is one of my favourites. It’s one of the reasons I became a Clio Ambassador as I think it has so much potential to help legal professionals. In this blog post, I’ll…
Spotlight on Clio: tips, advantages, and case studies of using Clio in your law firm.
Part 1 | 7 Benefits of using Clio for your law firm I started using Clio last year with some of my legal clients and it has completely changed how I work! I now use Clio nearly every day to help with client intake, CRM, document management, appointment booking, billing and more. Earlier this year,…
5 reasons to work with a Virtual Assistant this summer
Summer is finally here and for many of us, thoughts are turning to holidays and long weekends away. However, when you run your own business, taking time off can seem impossible. There’s the worry of missing out on client calls and returning to an overflowing email inbox. So, for summer peace of mind this year,…
How to use Asana to create a Vision Board
Asana is a great tool for planning, organising and tracking tasks and collaborating with colleagues. Asana is also a great tool for creating online vision boards and I’m going to show you exactly how in today’s blog. Firstly, if you’ve not heard of Asana, check out my blog “What is Asana and how does it…
How I manage my business with Asana
If you work with various clients and wear many different hats it helps having a tool where you can manage all your processes, tasks and deadlines. In today’s blog I’m going to share how I manage my business with Asana, it really is a god send. When you’re really busy it can be so easy…
5 Tasks that you could outsource to a Legal PA
It’s really amazed me recently how much busier my work has become as more and more legal professionals look to outsource their work. In today’s blog I’m going to share 5 legal tasks that could be outsourced to a Legal PA. Most lawyers are used to having their own PA, it’s normal practice when you…
