We’ve talked a lot lately about the intake process. It’s the first touch point potential clients have with your firm. Think of it like your front door. Unless your front door is open...

What should you do when you’ve got so many leads that you just can’t respond to them all?

It sounds like a good problem to have, right? Well, not really.

This was the problem facing one...

How many unread emails do you have in your inbox right now?

Now, in comparison, how many unread text messages do you have on your phone?

If you’re like most people, you read every...

You know that every lead is important for the growth and advancement of your practice. You probably also know that the faster you respond to a lead, the more likely they are to become a client. But...

One of our friends owns a restaurant. When David’s not busy here at Gimbal, he often helps out behind the bar. Why? It’s not because he loves mixing cocktails (he makes a mean...

Stop for a minute and imagine you were spending 45 minutes – or more – on a single step in your process. Now, imagine this step is "printing share certificates on fancy paper." And...

All lawyers have at least one process at their firm that seems to take too long or feels more complicated than it should. Is there one—or a few—that immediately came to mind for you?...

We’re 4 days into the New Year! We hope you had a great holiday and your year is off to a good start. We got that much-needed rest we talked about in our last tip, had some fun, and...

December is always a busy time, packed with holidays, family, and getting everything done at work before year's end. But it’s also a great opportunity to take a much-needed break, to reflect...

When everyone’s looking to you for guidance, who do you turn to for help?

As the leader of your firm, you’re responsible for delegating tasks, making tough decisions, and keeping an...

Do you use chatbots, those little automated helpers that pop up all over the internet these days? We’ve talked a lot about intake and how scripts can help you delegate it to others. But, what...

Our recent tips focussed on the importance of having a sales process and script that anyone working in your firm can follow when the phone rings. We talked about capturing your sales process and...