Lawyers With Purpose - We Can Help You Build Your Firm



LAW FIRM OPERATIONAL EFFICIENCY ASSESSMENTPlease put a checkmark or ‘x’ next to what applies to your law firm operational efficiency Efficiency Monthly Revenue (MQ/EP/PB/TA) ___ $0≥10K___ $10≥20K ___ $20≥35K ___ $35≥50K___ $50≥75K___ $75≥100K ___ >$100K/moProfitability (annual) ___≥$50K___ $50K≥ $100K___$100K≥$150K ___+$150KDays per week working ___ ≥4 hrs ___ 4≥8 hrs___ 8≥10 hrs___ 10≥12 hrsDays of vacation last year ______ How many without communicating with office __________ Quarterly firm planning meetings ___ Annual firm planning meetingsTechnology__ 3rd party document creation system __CRM __ Private document creation system __ Network __ Each Employee Stand Alone __ Cloud basedFirm Operations Structure; please mark what applies to your firm__ Org chart __ Job descriptions for each role __ Key performance indicators for each role__ Core Values declared, shared and measured __ Project tracking system__ Weekly team meetings: ___ Agenda __ Cashflow Review __ Marketing Review ___ Open File Review ___ Client Conflict Checking System/DocumentationWorkflows to track client work ___ Automated ___ Manual ___ To each his own ___ All follow same process (generally) ___ It’s just meTeam Team Members __0-1 __1-3 __3-5 __5+ Attorney __1 __2 __ 3+Utilize 3rd party assessments for employee effectiveness ___ Koble ___ Strength Finder ___ Myers Briggs __ other __ noneDo you have an Office Manager __N ___Y; He/She is responsible for;___ client mgmt ____ work mgmt ___ cashflow mgmt. ___HRFirm calendar ___ Y ___N %Client time ___ %Work time___ %Mkt Time___ %Firm Focus___ Reporting and Tracking: Please check box for each item you track and report on a regular basis (at least weekly):___ Manual ____ Automated ____ Outsourced _____NoneIntake: ___ source___# scheduled_____#not scheduled___#follow-upWorkshop:__ #registered ___# attended ____ # yes to vision mtg ___ #scheduled vision __ #follow-up Vision Mtg: ____ # scheduled ____ # completed ____ #hired____ Fee ___ # follow-upHired: ___Time between hire & check ___Tasks to be completed ____Team mbr responsibleSales: ___ new client mtgs per week? ___ % hires Medicaid Qual: __Time between hire & payment_Tasks to be completed _Team mbr responsiblePB: ___Time between hire & payment __Tasks to be complete __Team mbr responsibleTA:__Time between hire & check __Tasks to be completed ___Team mbr responsibleOther Rev: __Time between hire & check __Task to be complete __Team mbr responsibleCashflow:__By revenue type ___By day ___By week___By month___When it comesEmployee Key Performance Indicators (KPI’s):___Individual___ DepartmentFinancial __Profit & Loss reconciled by 10th of next month ___ monthly budget to actual __Revenue tracked by revenue /client type __Monthly & annual budgets by 1/31 year for yearAtty/owner paid: __ weekly ___ bi-weekly ___ salary/draw ___ periodically when cash flow permits itBills paid: __≤30 days___30≥60 days__60≥90 days___+90 daysFees collected (#days from completions of work): __0 ≤ 30 days __30 ≤ 60 days __60 ≤ 90 days __>90 daysCash flow: ___ I have cashflow to pay bills and me on time___ Inconsistent but everything eventually paid for___ I really struggle paying billsHR Compliance Reviews:___ Annual ____ QTR ___ Not Specific___Employee policy manual ___ Harassment policy ___Payroll outsourced ___ Payroll in house___Hiring process ___ Employee write-ups/improvement process ................
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