This week’s episode is your blueprint for setting the bar (and the boundaries) before the case ever starts.

We’re talking SYSTEMS that protect your time, your team, and your peace.

We’re getting into:

• 💣 My 7+ Point Case Filter: the BS-proof checklist every case goes through

• 💣 Three-Strikes + Deal-Breakers Rules: no more back-and-forth with on-the-fence cases

• 💣 How to Redesign Mid-Case: reset expectations without burning the bridge

• 💣 Ideal Client + Case Profiles: filter out red flags before they pop up

• 💣 The Case-Slot Mindset: calendar space is currency — allocate, don’t accommodate

• 💣 The Design Intake Conversation: save future-you (and your staff) from endless backtracking

When you start designing your caseload on PURPOSE, you don’t just avoid nightmare clients — you attract the right ones.

The ones who energize you.

The ones who remind you WHY you do what you do.

And because your calendar should FUEL you, not FRY you.

YOU are the gatekeeper.

FUCKING OWN IT.

— Sari 💖

 

Quote: 

“Three strikes and the case is out. For example: discord between heirs, geographic remoteness, and small damages—three issues, we decline. Deal breakers include clients who are rude to staff, hang up, or insist on speaking only to me. Lying is another: false heir status, hidden criminal history, faked POA. If I can’t get a basic design of mutual respect, we’re done. It’s collaborative and democratic. Any attorney on the team can raise a red flag. If we reach three, we don’t take the case—no debate. That clarity prevents ‘I told you so’ later.” 

— Jody Moore

 

* * * * JOIN US FOR COMMAND THE COURTROOM: 2-DAY IN-PERSON

OPENING MASTERCLASS WITH SARI DE LA MOTTE * * * * 

 

🗓️ Date: September 11th – 12th, 2025

👑 Train, LIVE, with Sari

📍Location: H2H Headquarters (Portland, OR)

💰 Investment: $10K - Expense it to your case!

ONLY 12 SPOTS AVAILABLE

*spots are filled on a first-come, first-served basis.

Register here: https://sariswears.com/courtroom-master-class-opening/

 

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