Creating a Virtual System That Runs Like Clockwork Without You
Looking to set up a virtual system that runs without you? That runs like clockwork? Listen to today’s episode with Regina Edwards, as we share her 2022 MaxLawCon presentation about the automation you can set up to qualify your leads, create a smooth client journey and to maximize your time wherever you are in the world.
Regina walks through the basics setup and intentionality behind her automation system. And while there is work in the set up, as Regina said, if you don’t execute — it doesn’t matter what your plan was. So get your note taking app out as she dives into her intake and litigation automation processes.
01:50 Virtual lawyering!
02:55 High Level overview of intake
06:10 Streamline your intake with a CRM
10:30 Declining potential clients that are not a good fit an easy way
11:33 After the intake call, what do you do?
13:07 How do you enforce team consistency?
14:27 Litigation workflow
16:19 What can you automate?
19:35 Creating a discovery workflow
Tune in to today’s episode and checkout the full show notes here.
🎥 Watch the full video on YouTube here.
Connect with Regina:
Resources:
Join the Guild Membership
Meet us in Austin, TX! The ZAPATHON Automation Workshop featuring Kelsey Bratcher! Become a member to purchase your ticket.
Subscribe to the Maximum Lawyer Youtube Channel
Follow us on Instagram
Join the Facebook Group
Follow the Facebook Page
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Resources:
- Join the Guild Membership
- Subscribe to the Maximum Lawyer Youtube Channel
- Follow us on Instagram
- Join the Facebook Group
- Follow the Facebook Page
- Follow us on LinkedIn
Creators and Guests
Host
Jim Hacking
Jim launched Hacking Immigration Law in 2008 and his firm has grown to over 30 employees and helped thousands of individuals obtain their immigration benefits. He is the co-founder of Maximum Lawyer.
Host
Tyson Mutrux
Tyson is the founder of Mutrux Firm Injury Lawyers and the co-founder of Maximum Lawyer.
