skip to Main Content

Reopening Together with Lisa Dillman

  • Staffing choices based on practice area
  • Client’s reactions to video conferencing
  • Taking time to better analyze data for cash flow forecasts

Recorded: June 6, 2020
Interview: Lisa Dillman, Esq., Applegate & Dillman Elder Law, and Valerie Peterson, ElderCounsel

Lisa Dillman is with the Applegate & Dillman Elder Law, Indianapolis, IN and previously joined Valerie on April 27, 2020 to discuss how her law firm was handling video meetings and what she did with her 2020 marketing plan. (Watch that video here.)

Staffing choices based on practice area
We have three locations and gave everyone the choice to work from home or come into the office. Some staff decided to work from home and it’s great because they are able to support our clients and be productive at home. Our employees that work along the client service lines, opted to come back into the office.

Client’s reactions to video conferencing
We give the clients the option to meet in-person or video conference. Many clients, even older clients, are still opting for video conferencing.

Taking time to better analyze data for cash flow forecasts
Business the last couple months has overall stayed steady. Some practice areas have had a tick up and some have flattened out but overall business has stayed the same.

We are also looking very carefully at our data for cash flow and accounts receivable to see how we run those from top to bottom. We now take every lead in the funnel and assign a percentage likelihood and conversion so we can truly predict cash flow in a meaningful way. It’s not easy to do this but it’s absolutely necessary and we’ll be a stronger firm financially and emotionally.

More Videos in this Series

Reopening Together with Cary Moss

Rotating staff into the office and evaluating how to do this Options for client meetings Seeing an increase in May…

read more

Reopening Together with Amy Haupert

How client meetings are being conducted Office setup to make clients and staff safe Document signings and options they are…

read more

Reopening Together with Heinz Brisske

How client meetings are being conducted "Drive up" document signings in detail Working from home as an essential business

read more
X