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Posts Tagged ‘SOP’

How to create Standard Operating Procedures (SOPs) for your business or law firm

By kelliesimpson | November 5, 2022 | 0
Woman on laptop setting goals

It takes a lot of work to keep a law firm running smoothly. Every day you and your team undertake essential actions like client communication, progressing project work, raising invoices etc. Without these taking place, your business would soon grind to a halt. But what happens if the people responsible for those tasks take holiday,…

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12 MONTHS AGO…. After meeting @carriedarby_hq f 12 MONTHS AGO…. After meeting @carriedarby_hq for lunch I had an idea 💡 I wanted to bring her into the team to help me grow the @goclio service. I was first introduced to Clio by my client Seven Legal when I started supporting them in 2020 - 6 years ago. More firms using Clio came to me and we started supporting them with the day to day. I’m self taught and learnt Clio all by myself. I soon became a Clio Partner and met the Clio team at different legal events and began building relationships. Lawyers soon wanted me to start helping them set Clio up, so I needed to start looking at this work as more of a project. I enlisted the help of Katherine @thepocketstrategist - we had a strategy day and she helped me to map out the process. I’ve used that process up until now, things are moving faster, projects getting bigger and more involved and I can’t do them by myself. So time for Carrie and Kerri to join the Clio team. We’ve been busy working on Clio builds but the project management side is still not right, we’ve made mistakes, under quoted, gone over scope - BUT these are all things we learn from to help us move forward. Cue @hollybrayceo my amazing Coach, who I honestly wouldn’t have a business if it weren’t for her guidance and wisdom. We had a call, she helped me make sense of the process, and how I should deliver the projects going forwards. So Friday I spend time planning and preparing a new project delivery process place - oh wow, things feel a lot clearer already! The potential to grow this service is so exciting! The rest of 2026 is all about building the foundations and getting the delivery spot on. 2027 is all about relaunching the Clio Consultancy and watching it BOOM!! 🚀 Keep following for more updates on how this service takes shape.
⭐️⭐️⭐️⭐️⭐️ One of the biggest ⭐️⭐️⭐️⭐️⭐️ One of the biggest achievements in business is having AMAZING people in your team. I really did strike it lucky when Margaret De Villiers dropped into my LinkedIn inbox back in... WOW - March 2022!! 😮. (Where does the time go!) Maggie has been brilliant from day dot. I was confident she had the skills, experience and I trusted my instinct to place her with a client straight away - no need for her to do any work under me as a test to see her capabilities. Today, she now works with 5 of our clients: with number 5 arriving just this week, having onboarded a new family lawyer. The reason Maggie has been with me so long? She always says: "You always give me the loveliest clients". I check in with her regularly to make sure she's happy, and all of the clients are behaving 😂 As a lead VA, my team are my top priority - if they are unhappy with any client or client work then I need to know about it. And a few weeks ago, we received a lovely email from a client (an in-house lawyer), who I placed Maggie with a few months ago. His words truly are a testament to what a brilliant PA she is. I will also take some credit for being really good at matching the right PA with the right lawyer/firm (90% of the time - as I'll admit, it doesn't always work!) Thank you Maggie for all your hard work and support ⭐️
Happy 8️⃣ Birthday to Kellie Simpson Legal 🎉🥳 To think I’ve been running a business for EIGHT years 🙌🏻 where has the time gone!! When I think back to those earlier years… 🔹 Starting out as Kellie Simpson Virtual Assistant 🔹 Sitting in my original office and going out networking in Wiltshire 🔹 Starting as an associate working for @itscatherinegladwyn - she really was such a key influence to me getting started, and helps so many VAs still to this day. 🔹 Tilly arrived in 2019, has been with me for pretty much all of my business life! 🔹 Doing my first brand shoot and loving it - wearing pink trousers for the first time ever and now love colour - thanks to @alwaysafashionparade 🔹 I decided to become an expert in asana… not sure I’d give myself that title now, but do still use the tool. 🔹 I didn’t start out helping lawyers despite my legal career… that soon changed when COVID hit and has been mega busy ever since. Niching has been key to my success. 🔹 I hired my first associate Nicola in Jan 2021 and many have joined (and left) the team since. 🔹 Spoke at my first legal conference (still not sure public speaking is for me!!) 🔹 Attended many client events - love my clients. 🔹 Treated my team to afternoon tea 🔹 Moved back to Devon and into a new office 🔹 Rebranded and did a second photoshoot. With so much growth and expansion recently, a brand relaunch is on the way so watch this space!!! Here’s to many more amazing years as a founder, director, CEO, entrepreneur - I’ll call myself all of them 🥰
If I had to name one law firm who knows how to thr If I had to name one law firm who knows how to throw a bloody good party it would be Loney Stewart Holland LLP 🎉🥂 I’ve been attending their annual party most years as it’s always so nice to be in a room full of legal experts in the South West; lawyers, barristers, legal suppliers etc. But last night was particularly special… The partners are celebrating their 1️⃣0️⃣ year anniversary. They had a band, drinks were flowing… shots came out (as I knew they would 😂) and, as always, a chance to spend time catching up with so many familiar faces who are well known to the firm in one way or another. I only did the 1 shot this year… 😂 I absolutely LOVE being a part of the legal community, knowing so many people and feeling a part of an industry that is full of some amazing wonderful people. I spent time with friends, clients and bumped into old work colleagues… and people I know through my old work from when I used to work in Bristol,,, the legal world is a small place, especially here in the SW!
A wholesome 24 hours in London - done ✔️🇬🇧 My first trip to London this year to meet up with team members and clients. Firstly, meeting one of my newest team members, Molly Rixon for a wine... I’ve also trained Molly up to support with one of my longest standing clients Seven Legal so invited her along to meet everyone. We met up with Bill Cogan and the SL team for a very boozy and fun evening - lots of yummy Mexican food @fondarestaurant . My head wasn’t thanking me yesterday though after all the champagne and cocktails!! 🥴 I also met up with one of my team, Margaret De Villiers for breakfast. Maggie has been a part of the team for over 4 years and I LOVE working with her - always a pleasure. And to end a busy 24hrs, I met with my friend and now client Robert Flint of Adviserly with his newest team member, Shamul. Feel so super grateful that my work has brought all these people into my life and they are all genuinely lovely people to spend time with (both on a business and personal level) 💛 Now.... it’s time for a super chilled weekend back in Devon in the countryside and fresh air 😇☺️ @molly_rixon
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