Apply on Employer Site

How To MANAGE a Small Law Firm · 3 months ago

CEO - Small Law Practice Advisor

United States

Full-time

Remote

Director/Executive

How To MANAGE a Small Law Firm is seeking a Practice Management Advisor – CEO to assist clients in creating and executing business and marketing plans aimed at enhancing their firm's growth and profitability. The role involves providing coaching, accountability, and support to clients while maintaining effective communication and documentation of client progress.

ConsultingLegal

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