Page 5 - GL_Staff Manual and Procedures

OUR PROJECT WORKFLOW PROCESS

5 Execute & Deliver 1 Prospect: Possible

New Client Leads

1. Execute the work on part of the 1. Digital Marketing -
client file. Review the work started Yelp, Findlaw, Google.
by a team member 3xs. Have
another team member Edit for 2. Follow-up with referrals.
spelling, grammar, and syntax. 3. Follow-up with Chat leads and social
2. Review client files on desktop, email, and media leads.
from daily project lists. Send client a weekly
update until done. If no update, tell them. 4. Check-in on existing clients and
3. Deliver work product to email valuable content when
applicable.
client. If it is an agreement,
4 Welcome & Balance
offer docusign to sign.

1. After payment, send a “Welcome to Identify: Inquire what they need.
the Firm” email and introduce team 2
members assigned to their matter. Identify areas of service where
Identify the next steps you will take. we can provide value.
3. Continue work on other client projects. 3 and long-term objectives.
2. While payment processes, have a team 1. Find out background, motivations,
member begin preliminary work on the
client project.

Try to work on 10 projects per day. Find common ground. 80% of call
Block off medium chunks of time Engage 2. Identify legal needs. 15%
to dedicate thorough attention
to client projects. Some will 3. Identify next steps. 5%
require more time and 1. Send a Letter of Engagement
others less. (LOE) with link to payment in a
template email.
2. LOE should be sent via Docusign for
easy client access and signature.
3. Create a payment link through
QuickBooks or include a link from the
GL website, Make a Payment. Shorten
all links and hotlink them to words in
your email. Ask to see examples.