Capabilities directory
Find your team’s next superpower.
- Function: Customer success and account management
- Function: Leadership
- Function: Project and delivery
- Industry: Law firms
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Results
4 capabilities
Client-status update preparation
Every client gets an accurate status update on schedule, drafted from the notes and the task list, with confirmed dates kept apart from estimates and the client’s open decisions in plain view.
Executive week-ahead calendar review
Before the week starts, the executive assistant hands the executive one brief: every clash, every journey or run of meetings with too little time, every meeting with no stated purpose or no preparation time, and proposed time for the week's priorities. Nothing is accepted, declined, moved or sent.
Matter budget and status summary
The responsible partner sees one matter whole: scope, phases against their dates, the budget against fees to date and the projected total, a red, amber or green status with the rule behind it, risks and next actions with owners. Built from the time export and the matter plan, never a view on the merits.
Overdue-invoice follow-up preparation
Every overdue invoice gets a follow-up drafted in your firm’s tone for its age and addressed from the right person, and every invoice that should not be chased is held with the reason written down.