How To MANAGE a Small Law Firm · 8 hours ago
CEO (SLFU) Advisor for Small Law Firms
United States
Full-time
Remote
Director/Executive
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Responsibilities
Provide individual advising/coaching to your assigned coaching load of up to 100 members under the terms defined in the current standard operating procedure relative to your role.
Respond to phone class from clients in less than 24 hours M-F.
Respond to emails from clients in less than 24 hours M-F.
Respond to team emails within 48 hours.
Review client discussion forum M-F and post as appropriate.
When setting your schedule to ensure timely calls and responses, be mindful of client and team member time zones and life events for flexibility when the situation calls for it.
Participate in training and development calls as scheduled to improve your skill set, share your skill set and be able to deliver the same message to the client base as intended in the company curriculum.
Keep detailed notes in HTM's system such that if you get beamed off the planet by aliens someone else can step in and understand what you've been doing and provide a seamless transition for the benefit of your assigned members. This includes a record of your coaching contacts with clients to document their progress, issues, advice, etc. and use our software program to document this in case you get hit by a bus, just like you would want if another member of the team got hit by a bus and it was you that had to take over their caseload.
Provide reports on the progress of your assigned clients to your supervisor.
Contribute to the knowledge base of the company by submitting to your supervisor for approval any or all of the following: an article, a tool or system to share with the clients, a process, an explanation, a lesson by teleconference, perform an interpretive dance, etc. ( we welcome and encourage creativity - just contribute.)
Lead/facilitate/participate in group conference calls/webinars as requested from time to time in areas you have particular expertise.
Partner closely with support staff to ensure each member's progress is being appropriately monitored.
Qualification
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Required
Use How to MANAGE a Small Law Firm (HTM) methods to help clients create a written business plan and marketing plan.
Coach clients through excuses and help them remove roadblocks to achieve their goals.
Measure assigned-client-progress and hold clients accountable for taking positive actions.
Provide individual advising/coaching to assigned coaching load of up to 100 members.
Respond to phone calls from clients in less than 24 hours M-F.
Respond to emails from clients in less than 24 hours M-F.
Respond to team emails within 48 hours.
Review client discussion forum M-F and post as appropriate.
Participate in training and development calls as scheduled.
Keep detailed notes in HTM's system for seamless transition of client caseload.
Provide reports on the progress of assigned clients to supervisor.
Contribute to the knowledge base of the company by submitting articles, tools, or systems.
Lead/facilitate/participate in group conference calls/webinars as requested.
Partner closely with support staff to monitor each member's progress.
Company
How To MANAGE a Small Law Firm
How To MANAGE a Small Law Firm was founded by attorney RJon Robins.
Founded in 2008
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brian E. R.
Senior Fractional CEO
David Scarbeary, CFA
Management Advisor - CEO/CFO
Company data provided by crunchbase
