• 144 - Mastering Law Firm Efficiency and Client Experience with Julie Perez

  • Nov 1 2023
  • Duración: 32 m
  • Podcast

144 - Mastering Law Firm Efficiency and Client Experience with Julie Perez Por arte de portada

144 - Mastering Law Firm Efficiency and Client Experience with Julie Perez

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  • Resumen

  • This week we sit down with Julie Perez from Leap Legal, who guides us through the unique productivity hurdles that different types of lawyers encounter, the role of continuing education, and the cruciality of compliance in legal practice.

    We then dive into the complex, yet critical aspects of trust account money, compliance, record keeping, and assembling a dream team. We discuss the lack of business management taught in law school and why having robust software in place to catch mistakes is crucial. We're also putting a spotlight on the layers of encryption and compliance with IT, offering a well-rounded view of law firm management.

    Lastly, we're turning the lens onto one of the most important facets of any business - the client experience. We cover the essentials of clear communication, setting expectations, and avoiding those jarring invoice surprises.

    To learn more, visit leap.us
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