Apr 29, 2022
I talked with Brooke Lively about strategies for managing law firm finances using software and business intelligence tools.
Highlights
- Who is Brooke Lively?
- The place she enjoys the most. - 4:02
- What Key Performance Indicator is and what does it have to do with law firms? - 5:01
- The importance of knowing your firm’s Key Performance Indicators. - 6:11
- Are attorneys getting more savvy in improving their process and do they have a better understanding of finances? - 7:40
- What law firms should be looking at and monitoring. - 8:41
- The AR is created in the sales call: How does that work? - 12:05
- Creating the process of having a fee agreement in your contract. - 13:27
- What’s an evergreen retainer? - 14:36
- The types of technology that lawyers should be looking at in terms of managing their finances and managing reports. - 19:13
- What’s the best accounting tool for law firms? - 23:11
Episode Resources - Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Brooke Lively
- https://www.cathcap.com/
- https://www.cathcap.com/brooke-lively-bio
- https://www.linkedin.com/in/brookelively