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ION  \nMADDY MARTIN  \nHead of Growth & Education  \n[maddy@smith.ai](maddy@smith.ai)  \n[linkedin.com/in/madelainemartin](linkedin.com/in/madelainemartin)  \nMaddy Martin is the head of growth and education at [Smith.ai](Smith.ai), which provides small-business communication services, including their virtual receptionist and intake service, web chat, and text answering.  \n[The vast majority of Smith.ai](The vast majority of Smith.ai) clients are solo and smallfirm attorneys.  \nOUT L I N E  \nWHAT WE’LL COVER  \n• Law firm practice needs & constraints  \n• Potential problems of remote work  \n• Solutions to remote work  \n• Software  \n• Services  \n• Systems & Habits  \n• Task management  \n• Case/practice management  \n• Case alerts  \n• Time tracking  \n• Email systems  \n• Calendaring  \n• Billing & Payments  \n• VoIP/Cloud phone systems  \n• Virtual receptionists  \n• Virtual assistants & paralegals  \n• Freelance lawyers & law clerks  \nOUT L I N E  \nHOW WE’LL EVALUATE  \nThese systems must:  \n• Be affordable (without commitment)  \n• Be adjustable (budgets & priorities change)  \n• Be customizable (at the start & ongoing)  \n• Be easy to use & monitor  \n• Be comprehensive (one provider: fewer bills & mgmt)  \n• Integrate with your processes, systems & software  \n• If human, have reasonable discretion (as someone in-house would, from blog writing to call answering)  \nOUT L I N E  \nWHY IS THIS IMPORTANT  \nImmediately:  \n• COVID-19 triggered  \nLong term  \n• Cost reduction  \n• Business continuity  \n• Staff retention in the“new normal”  \nHOW T H IS A P P L I ES TO YOU R P RACT IC E  \nUSE THIS COURSE TO CREATE:  \n• Policies and Procedures  \n• Disaster Recovery Manual  \n• Employee Handbook  \n• Marketing Plan  \n• Crisis Communications Plan  \n• Succession Plan  \n• Merger, Sale & Acquisition Documents  \nTH E STATE O F LAW FIR M  \nCUSTOMER ACQUISITION  \nConsumer Buying Statistics Affecting Law Firms  \n89% of consumers expect an immediate response to a customer service issue  \n82% of consumers expect an immediate response when inquiring about services  \n67% of law firm clients say their “decision to hire” is most influenced by an attorney’s initial responsiveness to their first call or email  \n64% of legal consumers look for an attorney who offers a free initial consult  \nLAWYER ING VS LABORING  \nWhat blocks remote management & communications?  \nThe 2017 and 2018 Clio Legal Trends Reports uncovered staggering daily averages of the actual time allocations recorded by solo practitioners and small law firms.  \nConsider how these are further affected by remote work & disruptive events .  \n2 hours lost to recovering from interruptions  \n\n| \u003Cbr>1.9 hours spent on billable work | \u003Cbr>2 hours spent on business development |\n| --- | --- |\n\n2.9 hours spent on admin tasks  \nU N D E RSTA N D I NG T H E ‘ LAW F I RM SA L ES F U N N E L’  \nUnqualified/Cold Leads  \nWebsite visitors  \nQualified Leads  \nCompleted a form, participated in chat, called in, or emailed  \nCompleted Intake  \nHave been vetted and are a fit for services  \nConsult Scheduled  \nRetained Client  \nMISMATC H E D EXP ECTAT IONS  \nUnqualified/Cold  \nvisitors  \nCompleted  \nHave been vetted and are a fit for  \nRetained","cbCaikevs3lOKtwS","https://ap.wps.com/l/cbCaikevs3lOKtwS","pdf",1113262,49,"English","# Introduction\n## What we’ll cover\n## How we’ll evaluate\n## Why is this important\n# How this applies to your practice\n## Use this course to create\n## The state of law firm\n## Customer acquisition\n## Lawyering vs laboring\n## Understanding the “law firm sales funnel”\n## Mismatched expectations","[{\"question\":\"What evaluation criteria are used to assess remote practice systems?\",\"answer\":\"The presentation requires systems to be affordable, adjustable, customizable, easy to use and monitor, comprehensive, integrable with existing processes and software, and—when human-led—allow reasonable discretion similar to in-house work.\"},{\"question\":\"Why does the presentation emphasize remote work readiness?\",\"answer\":\"It highlights immediate impact from COVID-19 and long-term needs such as cost reduction, business continuity, and staff retention in the “new normal.”\"},{\"question\":\"What do the customer acquisition statistics focus on?\",\"answer\":\"They emphasize consumer expectations for immediate responsiveness, how responsiveness influences hiring decisions, and that many legal consumers look for attorneys offering a free initial consultation.\"}]","ESSENTIAL TECH , TOOLS & TALENT FOR RUNNING A SOLO & SMALL LAW PRACTICE, REMOTELY | PDF",1790260401]