The Ultimate Intake Machine with Kelsey Bratcher

Maximum Lawyer

MP3•Αρχική οθόνη επεισοδίου

33:58

In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

πριν περίπου ένα χρόνο 13:03

Are you looking for a way to automate your intake system? Do you use various tools within your firm? In this podcast episode, Kelsey Bratcher from Hired Gun Solutions shares a presentation on automation intake and the evolution of the process.

The intake process began with a simple piece of paper. When someone called a firm, a receptionist or administrator would write their name and number down on a piece of paper. This would then get passed to the attorney. In the legal field today, there are many tools and softwares that are used to automate the intake process, making it more efficient and faster. The ideal intake system will get a client on board in one call, without having to bother with scheduling an appointment.

You want a level of consistency in the intake process. The same questions should be asked, the same information collected and the handoff of information should be right after everything is collected. This will ensure every client is treated the same and nothing is left out for the attorneys. Kelsey emphasizes the need to have a centralized system. If a firm is tracking calls and messages, scheduling meetings and has a marketing channel, all of this needs to be in one place or within one software.

Take a listen!

1:05 Kelsey Bratcher shares the fundamentals of the ultimate intake system

3:46 The need for consistency in how calls are handled

6:38 Centralizing information in one place

8:43 The importance of staying organized in the intake process

9:36 Easy and real-time access to reports and metrics

🎥 Watch the full video on YouTube here.

Connect with Kelsey:

800 επεισόδια

#Business #Marketing #Entrepreneur #Firm #Law #Jim Hacking #Tyson Mutrux #Lawfirmmarketing #Brand #Employee #Lawyers #Solopreneurs

The Ultimate Intake Machine with Kelsey Bratcher

Maximum Lawyer

14 subscribers

published πριν περίπου ένα χρόνο

Μοίρασέ το

MP3•Αρχική οθόνη επεισοδίου

Take a listen!

1:05 Kelsey Bratcher shares the fundamentals of the ultimate intake system

3:46 The need for consistency in how calls are handled

6:38 Centralizing information in one place

8:43 The importance of staying organized in the intake process

9:36 Easy and real-time access to reports and metrics

🎥 Watch the full video on YouTube here.

Connect with Kelsey:

800 επεισόδια

#Business #Marketing #Entrepreneur #Firm #Law #Jim Hacking #Tyson Mutrux #Lawfirmmarketing #Brand #Employee #Lawyers #Solopreneurs

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