Capabilities directory
Find your team’s next superpower.
- Function: Executive and office support
- Function: Operations and process improvement
- Industry: Law firms
- Industry: Nonprofits
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Results
19 capabilities
Board meeting pack
Before each board meeting, the CEO gets a pre-read built on the one decision the board is asked to make, with every figure from the company's own reports, an agenda kept mostly for discussion and the questions directors are likely to ask. Afterwards, a record of what was decided. The CEO sends it all.
Court-order deadline notice preparation
When a court order arrives, the legal assistant has a draft notice ready for the attorney: every directive in the court’s own words, every date copied from the order or proposed under the firm’s own written rule file, and a list for the attorney to confirm. Nothing is calendared or sent until the attorney confirms.
Decision log
Your chief of staff keeps one register of what the leadership actually approved, across every meeting and message: each decision with who approved it, each action with one owner and a date, what is overdue, and a flag wherever a new decision clashes with an earlier one or revives a rejected idea.
Delegation brief and follow-up
Every task a manager hands over goes with a clear brief: what to deliver, in what form, by what date and time, why it matters, who will use it, what the person may decide alone and when the manager will check in. Each week, one list shows what is open, what is late and the next note to send.
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.
Inquiry handoff
Every new inquiry reaches the firm’s conflict review and the responsible attorney as one complete packet on the day it arrives, with each missing item named and someone assigned to supply it.
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.
Matter closing checklist preparation
When the handling lawyer flags a matter for closure, the firm's closing checklist is filled from the matter record: final billing as recorded, open tasks, unreturned items and the handoffs billing and records must accept.
Matter-opening checklist preparation
Every accepted matter goes into setup and billing with one checklist: the fields each system needs, the terms that drive the first invoice, the documents on file and an owner for every open item.
Meeting agenda, notes and follow-ups
Whoever runs the meeting walks in with an agenda where every topic has an outcome and a time, and walks out with a one-page record: what was decided, who owns each action and by when, and what is still open. Nothing reaches anyone until that person has read it and sends it.
Outgoing work sign-off log
Every item that needs a responsible attorney's sign-off before it leaves the firm sits in one log, in the order it has to go out: waiting, approved or returned, with the attorney's own note. Anything close to its date with no decision is flagged first. The log tracks status and never touches the legal substance.
Pilot acceptance-test preparation
Go into every AI pilot with the test already written: the cases that matter, what good looks like for each and the rule your owner will use to decide.
Presentation outline and talk track
Anyone presenting to a board, a client or a conference gets a storyboard built on one message, then a spoken script for every slide, timed to the slot and true to their own speaker notes. Every fact comes from what the presenter supplied, and the presenter approves the message and the words.
Research summary brief
An executive handed a pile of reports, articles or papers gets one brief: what each source found, where the sources agree and disagree, the limits of each, and exact quotations cited to the page. Built only from the documents supplied. What it means for the business stays the reader's call.
Reviewer comments into one resolution list
The owner of a document that came back from several reviewers gets one checklist: every proposed edit and comment, grouped by section, with clashes between reviewers set side by side. Every item stays open until the owner decides it, and the document itself is never touched.
Shared folder filing plan
The office coordinator gets a plan for tidying a shared folder: a proposed folder structure, every file's move with its owner named, and the duplicates and access questions to settle first. Owners approve their own moves; nothing is moved, renamed or deleted.
SOP exception capture
Turn what your most experienced person does with the awkward cases into an exception register for one procedure. Once the owner approves it, every colleague handles those cases the way your best person does.
Staff newsletter and FAQ roundup
Each month the office manager turns what teams send in into one staff newsletter, with answers to the questions people keep asking, each quoted from an approved source and its owner named. Nothing about one person's pay, health or performance goes in, and a person approves the issue before it goes.
Weekly open-matter check
Every Monday the operations manager sees every open matter: which tasks are overdue, which have no owner, and which matters could not be checked at all. The managing partner gets one summary, and each responsible attorney gets a note that is drafted and ready for the manager to send.