By Ally Kennedy, Founder of Amiga
If you have been following along with the previous parts of this series, you know we are just about ready to submit our case. In just a few more steps we are ready to finalize and get our case out the door.
The client comes into the office and meets with the LA to review every form one more time and the declaration. The LA makes any necessary changes and the client signs and leaves.
The case is passed to the attorney for final review and signature.
The LA scans the entire packet and prepares the mailing via FedEx. Remember that all procedures, like a FedEx filing, should be laid out step-by-step in a procedure manual for your LA and other staff to follow along to.
The LA prepares the FYI letter to the client with a copy of the submission for their own personal record.
There you have it! With our questionnaires, case templates and automation our case is complete, but it's not over yet. Next week we will have our final part to Step-By-Step Law Firm Automation with client communication and the conclusion to tie together the whole process.
About your Ally in Life, Business and Law:
Alexandra "Ally" Kennedy is a national award-winning attorney and the founder of AMIGA Lawyers and Alexandra Kennedy Immigration Law.. After becoming a mother, and in a matter of 3 months, Ally transformed her practice from earning in pesos to earning 6-figures and she is passionate about teaching attorneys how they can do the same. Ally empowers lawyers to be the CEOs of their law firms with her weekly blog, webinars, and conferences where she teaches step-by-step how to do the work they love while running a profitable legal business. Ally lives outside of Seattle with her partner and their 5 children.