Watch the YouTube version of this episode HERE

Are you a law firm owner looking for ways to make your firm more efficient? At the Maximum Law Conference, Rachel McGarry shares practical strategies for law firms to move from constant chaos to efficient, proactive operations. Drawing on her experience in estate planning and legal tech, Rachel emphasizes identifying root problems before adopting new technology. 

As a law firm, it is important to understand the recurring problems that occur before you implement solutions. Law firms are busy and chaotic places, with fires starting up everywhere. It is the nature of the field. As an owner, you need to shift your mindset to that of an engineer. You need to create sustainable solutions that will provide predictable success and growth without all the overwhelm. 

Doing this involves a few things. First, you need to create a blueprint to figure out what your firm needs. This will allow you to create a framework that will help form your vision. From there, you will find out what your frictions are that are causing fires for your firm which will lead to designing your solution.

Rachel provides listeners with steps to take to see immediate results. One thing is to track the fires happening in your firm for 2 weeks. Get the whole team involved where everyone tracks the fires they are dealing with. You will be able to determine the patterns that are happening and can set one, measurable goal to overcome them.. Another step to take is auditing your clients at least once a month. This is a way to ensure there is good client communication frequently to update them on their case.

Take a listen to learn more!

• 00:44 Understanding recurring problems before implementing solutions
• 2:41 Outlining a step-by-step framework for designing workflows
• 7:33 Choosing tech tools only after systems are designed
• 13:51 Steps for immediate law firm improvement

Tune in to today’s episode and checkout the full show notes here. 

Connect with Rachel:

• Website