You will get automation using to power up your law firm Intake process.
Rising Talent
Project details
Drive your law firm business forward by unleashing the full potential of your client engagement at Intake. My results include taking an Intake process from 3-4 days down to 15 minutes. The law firm enjoyed a new record for the most contracts signed in a single month, and maintains an average of 25% more signed cases *per week* than prior to the automation.
Happy to set up a meeting before you purchase the project. We can talk about your objectives, the systems you use, and any other relevant factors that impact your Intake process. As part of our conversation, we will walk through your current Intake process. You can share anything that you feel is a particular problem area. I will identify opportunities for automation throughout the process.
Once we have agreed the automation that will be implemented for your law firm, we will move forward with the project. In just eight weeks, you can be signing more clients and growing your firm.
Happy to set up a meeting before you purchase the project. We can talk about your objectives, the systems you use, and any other relevant factors that impact your Intake process. As part of our conversation, we will walk through your current Intake process. You can share anything that you feel is a particular problem area. I will identify opportunities for automation throughout the process.
Once we have agreed the automation that will be implemented for your law firm, we will move forward with the project. In just eight weeks, you can be signing more clients and growing your firm.
Field of Law
Personal InjuryTarget Country
United StatesLanguage
EnglishService Type
ContractsWhat's included $14,500
These options are included with the project scope.
$14,500
- Delivery Time 60 days
28 reviews
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BK
Bill K.
Jul 9, 2024
Executive Assistant / Special Projects for owner
Donna is super smart. Hi energy. Solution minded. Clear thinker. Gets to the point. I am 100% willing to work with her again.
OK
Omar K.
May 11, 2024
boulder financials - review
Donna helped me put an investor forecast together. She was efficient, engaging and I would thoroughly recommend her. Donna raised the level of my financial plan to beyond expectations. Thanks Donna!
OK
Omar K.
Apr 11, 2024
boulder financials - forecast for a startup climbing gym
Donna helped me get a financial forecast together for a new business. She was clear and affable, smart on the numbers and accessible. Would definitely recommend!
MM
Michael M.
Feb 20, 2024
Operations Manual for Intake Department for Personal Injury Law Firm
Wonderful to work with. Always met deadlines, always kept project on track. Great work product. Highly recommend. Would enthusiastically re-hire.
RR
Reagan R.
Sep 7, 2023
Updating documents
About Donna
COO | Operations | Consulting | Change Mgmt | Automation | Efficiency
100%
Job Success
Dallas, United States - 1:17 am local time
Let's chat! Message me to set up a conversation and we can discuss what you are looking for.
➡ 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲
Leading operational strategy for start-ups and organizations experiencing rapid growth.
➡ 𝗗𝗼𝗺𝗮𝗶𝗻𝘀
Primarily service-based and SaaS companies, with additional process design/ redesign in other sectors.
Examples: Law firms, healthtech, fintech, marketing agencies, consulting firms, banking/ finance, healthcare, technology, automotive, higher education, retail, hospitality, events, and franchise organizations.
➡ 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗹𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗲𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁𝘀
Fractional roles such as COO/ VP Operations/ Director of Operations leading operational design, inclusive of tech solution sourcing and implementation, process design/ redesign, documentation and training material, development of company intranet portals using SharePoint.
➡ 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗔𝘂𝗱𝗶𝘁𝘀
Preparing for and managing the internal evidence collection for cybersecurity audits and assessments. Expert level knowledge of HITRUST and SOC 2 frameworks, as well as HIPAA, GDPR, and state-level data privacy requirements. Familiar with StateRAMP and FedRAMP. Recommendations for a third-party audit firm can be provided as required; Blackwood Operations does not offer services as an auditor.
➡ 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲
Expert level user across Microsoft Office applications: Word, Excel, PowerPoint (PPT), Visio, Project (& Project Server), SharePoint, Aha, Smartsheet, TFS, Jira, et.al.
Expert level user of SmartAdvocate (legal software) - automated procedures, reporting, email/ task/ document templates, and custom UDF pages.
➡ 𝗔𝗱𝗱𝗶𝘁𝗶𝗼𝗻𝗮𝗹 𝗶𝗻𝗳𝗼
Track record of success building and leading teams. Expert at documenting policies and procedures in ways that are easy to access and manage (I.e. SharePoint portals and team sites).
➡ 𝗧𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗮𝗿𝗲𝗮𝘀 𝗼𝗳 𝗰𝗼𝘃𝗲𝗿𝗮𝗴𝗲
Business operations management, executive leadership, management consulting, process design, high-profile project management, business transformation, business plan & strategy development, financial forecasting, security audit planning & management, budgets, policy and procedure writing. I have extensive experience working with C-suite executives to solve core business challenges and lead change management.
Steps for completing your project
After purchasing the project, send requirements so Donna can start the project.
Delivery time starts when Donna receives requirements from you.
Donna works on your project following the steps below.
Revisions may occur after the delivery date.
Automation on case evaluation
Implement automation to guide the team on evaluating each case to establish whether it is a good firm for the firm.
Contract automation
Implement contract automation based on the existing technology solutions engaged by the law firm.