Risks You Can’t See: Succession Planning for Lawyers | Reputation, Clients & Cash Flow | Golden Hour скачать в хорошем качестве

Risks You Can’t See: Succession Planning for Lawyers | Reputation, Clients & Cash Flow | Golden Hour

Helping attorneys run their practice like a business—and grow without burnout. → John DePrince, Certified Focal Point Business & Executive Coach → Start here: Get your Business Growth Score: https://johndeprince.focalpointcoachi... → Focus areas: ⏱️ Time • 👥 Team • 💰 Money • 🔭 Future — structure, focus, and sustainable growth for law firms → Former Regional Director of Operations for a 250+ attorney law firm (DE–NY) Contact John → 📱 (610) 952-4047 → ✉️ jdeprince@focalpointcoaching.com → 🌐 https://johndeprince.focalpointcoachi... 🛡️ The Risk You Can’t See: Succession Planning for Lawyers to Protect Reputation, Clients & Cash Flow If life sideswipes you, I don’t want your firm scrambling. I’ve seen great lawyers lose time, clients, and cash flow over avoidable gaps—calendars no one else can see, passwords no one else has, and messages that never make it to clients. Here are some simple, real-world words: What’s your firm’s hidden risk? → ⚠️ Single point of failure: calendars, trust account access, passwords, or client files tied to one person → 🧑‍⚖️ No named successor attorney or client consent process → 🔐 Vendor lock-in: domain, website, email, and CRM controlled by one login → 📆 Docketing and statute tracking without shared visibility → 💳 Funds flow risk: IOLTA/operating account signers or billing halted → 📢 No pre-approved client communication plan or templates → 🧾 Incomplete firm asset inventory (matters, subscriptions, devices, key contacts) Build a practical plan (fast) → 🧑‍⚖️ Successor coverage: designate backup counsel, add an engagement addendum, set a conflicts protocol → 🔑 Access & continuity: shared password vault, registrar access for domain/website, email admin, cloud storage, phone routing → 🗂️ Matter continuity: shared calendars/dockets, a “red file” for urgent deadlines, file naming standards → 💵 Financial continuity: authorized signers, billing/AR backup, IOLTA safeguards → 📨 Client communications: pre-approved emergency email, voicemail script, homepage notice → ✅ Compliance: state bar requirements, malpractice carrier notification steps → 📄 Documentation: a one-page “If I’m out” playbook with roles, contacts, and first 72-hour actions Client communication that calms, not alarms → 🏠 Clear homepage banner + short FAQ about coverage and continuity → ✉️ Email active clients with who to contact, how, and expected response times → 🔁 Update intake routing so new matters don’t stall → 🔄 Keep messaging consistent across website, email, phone, and Google Business Profile Books mentioned in the video → 📚🐸 Eat That Frog! (Brian Tracy): https://www.amazon.com/s?k=Eat+That+F... → 📚 The E-Myth Revisited (Michael E. Gerber): https://www.amazon.com/s?k=The+E-Myth... — If your video meant The E-Myth Attorney instead, say the word, and I’ll swap the link. If this feels like the checklist you’ve been meaning to make, steal it. If youwant help, contact John. Contact John → 📱 (610) 952-4047 → ✉️ jdeprince@focalpointcoaching.com → 🌐 https://johndeprince.focalpointcoachi... 🚀 Need help with SEO, AI Search Optimization, branding, or web design? Contact The Design Boutique: https://thedesignboutique.com/contact/ #thegoldenhour #thedesignboutique #aiseo