Acting Executives

Liz snapped her laptop shut on a Saturday afternoon, missing her son’s soccer game—again. As a law firm owner specializing in family law, her days spilled over with client meetings, leaving no room for the referrals slipping through her fingers. She listened to her friend and fellow attorney, Daniel, talk about how he referred personal injury cases and used that "mailbox money" to take his family on an amazing vacation. Liz was already buried in work so how could she find time to send out referrals, much less track and follow up on them? One morning, coffee in hand, Liz overheard a conversation at a networking event. A fellow attorney boasted about how they just automated their referral system. She already used a case management software, but that was just for her cases and clients.....right? She decided to bring in an Intake Optimization Consultant to help implement new workflows and ensure her firm could take advantage of referring cases. They mapped out the current process and flow, then proposed improvements and how to implement them. She learned that by adding a few simple steps into an existing process, her firm could start sending more referrals and track them without adding more work for her team. After just a few weeks, she and her team were trained on the changes to how they logged, tagged, and processed potential clients in their case management software. They realized it was just a few clicks and a little training to put an automated system in motion! Three months later, Liz checked her CRM dashboard to find that not only had her firm sent several referrals, she was also pleasantly surprised by a thank you note from another attorney. Liz was also able to streamline other parts of her intake system through the help of her Optimization Consultant. She was getting more done for her clients because she didn't have to spend time on admin work. But most importantly, her son loved hearing his Mom cheering for him when he scored a goal. #intakeoptimization #lawfirmintake

Imagine you're running a law firm and need an experienced leader but are hesitant about a full-time hire. Consider the "try before you buy" approach with a fractional executive. This strategy allows you to bring in a seasoned leader without the long-term commitment, offering the flexibility to test their impact on your firm's success. Fractional executives come with a wealth of experience and industry knowledge, providing tailored expertise to address specific challenges or opportunities within your firm. It's a practical way to gain high-level leadership without the full-time expense. This approach also mitigates the risk associated with permanent hires, giving your firm the chance to evaluate the executive's performance and fit before making a significant commitment. In essence, hiring a fractional executive can be a strategic move for law firms looking to strengthen leadership without the immediate need for a full-time position. It's a smart, adaptable solution that can drive your firm's progress while maintaining financial and operational flexibility. What are your views on integrating a fractional executive into your firm's leadership strategy?

🚀 Thinking of Amping Up Your Law Firm's Marketing? Pump the Brakes! Before you dive into the deep end of marketing to attract more clients, let’s talk about what happens after you respond to their call. Imagine this: Your marketing is a hit, the phone is ringing off the hook, but your intake system? It's like a leaky boat, barely staying afloat. Don't be that host who invites everyone to a grand party but forgets to plan for entertainment and refreshments! A consistent and efficient intake process is the secret sauce to turning interested callers into clients. It’s not just about drawing them in; it’s about making them stay. Before spending a dime on marketing, ask yourself: Is my firm truly ready to handle the influx? Ensure your intake system is not just functioning but thriving. Because in the end, the best marketing investment is one that leads to satisfied clients, not just increased calls. 🔑 Key Takeaway: Invest in your intake process before upping your marketing game. Contact Acting Executives to get your own customized Intake Playbook. #LawFirmMarketing #ClientIntake #BusinessGrowth

Imagine you're running a law firm, and you've got a team member who just isn't clicking with the rest of the crew. At first, it's like a small pebble in your shoe, barely noticeable. But as days turn into weeks, that pebble feels more like a boulder, and you realize something's gotta give. Let's dive into a scenario where a law firm owner faces this dilemma but hesitates to act. Picture this: You've got a partner or an employee who's like that one jigsaw piece that just won’t fit, no matter how you twist or turn it. At first, it seems manageable; maybe they're just having off days or need more time to adjust. So, you give it time, but the issues persist, creating ripples of discontent across the team. Here’s the kicker: the longer you wait, the more it costs you – not just in money, but in team morale, client satisfaction, and the firm's reputation. It’s like letting a wound fester without treatment; eventually, it infects the whole system. This indecision can lead to a toxic work environment, where resentment builds, productivity drops, and your best talent starts eyeing the exit. Now, let’s talk action. It’s about facing the music, no matter how uncomfortable. It involves having those tough conversations, assessing the situation honestly, and making the call that’s best for the business. It's not just about skills or experience but how well they gel with the firm's values and culture. So, what’s the cost of dragging your feet? Well, it can be steep. Lost clients, unhappy staff, and a tarnished brand are just the start. On the flip side, making a timely decision can pave the way for positive change, allowing you to bring in fresh talent that aligns better with the firm’s vision and goals. Reflecting on this, it’s clear that the moment of realization isn’t the end but a crucial turning point. It’s about seizing the opportunity to steer the firm back on course, reinforcing a culture of accountability and excellence. Now, over to you: Have you faced a similar situation in your business? How did you handle it, and what lessons did you learn? Share your thoughts and experiences, and let’s navigate these tricky waters together. #buildagreatteam #fractionalexecutives #leadership

Law Firm Owners, Intake Leaders, and anyone responsible for handling and signing potential clients at a law firm...... Join me next week when I share how to..... *𝐈𝐧𝐜𝐫𝐞𝐚𝐬𝐞 𝐘𝐨𝐮𝐫 𝐋𝐚𝐰 𝐅𝐢𝐫𝐦’𝐬 𝐂𝐥𝐨𝐬𝐞 𝐑𝐚𝐭𝐞 *𝐈𝐦𝐩𝐫𝐨𝐯𝐞 𝐑.𝐎.𝐈 𝐨𝐧 𝐌𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠 𝐒𝐩𝐞𝐧𝐝 *𝐑𝐞𝐝𝐮𝐜𝐞 𝐀𝐜𝐪𝐮𝐢𝐬𝐢𝐭𝐢𝐨𝐧 𝐂𝐨𝐬𝐭 𝐩𝐞𝐫 𝐂𝐥𝐢𝐞𝐧𝐭 *𝐇𝐢𝐫𝐞 𝐚𝐧𝐝 𝐑𝐞𝐭𝐚𝐢𝐧 𝐭𝐡𝐞 𝐁𝐞𝐬𝐭 𝐈𝐧𝐭𝐚𝐤𝐞 𝐓𝐚𝐥𝐞𝐧𝐭 *𝐒𝐭𝐚𝐫𝐭 𝐈𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐢𝐧𝐠 𝐀.𝐈 𝐢𝐧 𝐘𝐨𝐮𝐫 𝐈𝐧𝐭𝐚𝐤𝐞 𝐒𝐲𝐬𝐭𝐞𝐦 "From Intake to Income: Turn More Calls into Signed Clients." Sign up here: https://lnkd.in/gKYvKnmG

mike power nailed it here in this post. Are you a business owner struggling to hire experienced leaders? You should be looking for Fractional Executives.  Less risk, no costs for benefits or payroll tax, and proven expertise.      

Frank’s retirement clock is ticking - he's got 24 months to transform his beloved, albeit slightly chaotic, law firm into a well-oiled machine, attractive enough for a buyer. The obstacle? He thought documentation of systems and processes was too corporate and he wanted to keep his business “agile and scrappy.”  Enter Brandi, a Fractional COO with a toolbox full of frameworks and a knack for turning chaos into order. Brandi’s mission: to morph Frank’s firm from a group of talented mavericks into a streamlined powerhouse. Initially, the team is skeptical. "We're lawyers, not robots," they protest, as Brandi introduces the first set of processes. Frank watches, torn between his love for the old ways and his dream of retiring to a beach somewhere, margarita in hand. But then, something clicks. Frank backed up Brandi and as the team begrudgingly begins to follow her systems, they start to see the benefits. Deadlines aren't just met; they're beaten. Clients start raving about the firm's efficiency. Even the most stubborn staff members must admit that knowing who does what, when, and how, isn't just corporate mumbo-jumbo—it's actually kind of genius. Brandi spent 6 months working in the firm just one day per week, but now each team member feels empowered and clear on what they want to achieve. Fast forward 16 months after Brandi moved on, and Frank’s firm is unrecognizable. It's the same team, with the same fire, but now they're firing on all cylinders. When the buyout offer comes—it's more than Frank initially hoped for. The new levels of productivity and efficiency simultaneously drove increases in revenue and profit. The stuff that buyers and investors love to see!  On his last day, as Frank hands over the keys to the new owners, he calls Brandi. "Thought I hired you to tidy up the place, not transform it," Frank says, only half-joking. "Guess it's a good thing you didn't hold back." After a heartfelt thank you, Frank hangs up the phone and walks out into the sunset. He's leaving behind a legacy, a team ready for the future, and a proven and meticulously documented playbook so they can continue driving success.  #TheFractionals #fractionalcoo #fractionalleadership

Stuck in the day-to-day at your firm? A fractional COO can be the key for your law firm to achieve long-term talent retention and strategic growth. Leadership isn't just about decisions; it's about direction. #FractionalLeadership #FirmGrowth

Excellent visual to convey the difference between a Fractional Leader and a Consultant.

Leadership turmoil in your firm? The solution might not be what you think. A fractional COO will bring stability, vision, and growth to a struggling law firm. It's about making smart moves, not more moves. #StrategicLeadership #LawFirmSuccess