Creating a Virtual System That Runs Like Clockwork Without You

<p>Looking to set up a virtual system that runs without you? That runs like clockwork? Listen to today’s episode with Regina Edwards, as we share her 2022 MaxLawCon presentation about the automation you can set up to qualify your leads, create a smooth client journey and to maximize your time wherever you are in the world. </p><p><br></p><p>Regina walks through the basics setup and intentionality behind her automation system. And while there is work in the set up, as Regina said, if you don’t execute — it doesn’t matter what your plan was. So get your note taking app out as she dives into her intake and litigation automation processes. </p><p><strong>01:50</strong> Virtual lawyering!</p><p><strong>02:55</strong> High Level overview of intake</p><p><strong>06:10</strong> Streamline your intake with a CRM </p><p><strong>10:30</strong> Declining potential clients that are not a good fit an easy way </p><p><strong>11:33</strong> After the intake call, what do you do?</p><p><strong>13:07</strong> How do you enforce team consistency? </p><p><strong>14:27</strong> Litigation workflow </p><p><strong>16:19</strong> What can you automate? </p><p><strong>19:35</strong>  Creating a discovery workflow </p><p><br>Tune in to today’s episode and checkout the full show notes <a href="https://maximumlawyer.com/reginaedwards504">here</a>. <br>🎥 Watch the full video on YouTube <a href="https://youtu.be/A7tM9Tg1ZvE">here</a>.</p><p><br></p><p><strong>Connect with Regina:</strong></p><ul> <li><a href="https://www.edwardsfamilylaw.com/">Website</a></li> <li><a href="https://www.facebook.com/EdwardsFamilyLaw/">Facebook </a></li> <li><a href="https://www.linkedin.com/in/eafamilylaw">Linkedin </a></li> <li><a href="https://www.youtube.com/@Reginaedwards">Youtube </a></li> </ul><p><strong>Resources:</strong></p><p>Join <a href="http://www.maxlawguild.com">the Guild Membership</a></p><p>Meet us in Austin, TX! The ZAPATHON Automation Workshop featuring Kelsey Bratcher! <a href="https://maximumlawyer.com/theguild/">Become a member to