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144 - Mastering Law Firm Efficiency and Client Experience with Julie Perez
Manage episode 381615319 series 2839895
Spotlight Branding द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Spotlight Branding या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
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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