Intake Across Offices, Part 2: Hand-off, Governance, and Review
The hand-off to case management at Retained, no double entry, the template approval log and responsible attorney, the quarterly rules refresh, access and offboarding, leading and lagging indicators, the monthly review, and your firm's own procedures in the AI coach. Ends with a cross-office audit. Included with Group.
Course Syllabus
Module 1: Hand-off, Governance, and Review
9 lessonsCourse Instructor
Brandon Aday, M.B.A., is the founder and president of Aday Interactive, Inc. in Coral Gables, the company behind LegalCRM.pro. He has spent twenty years bridging engineering and business strategy, including seven years at Microsoft, five at Univision, and four on the AI and machine learning team at Southern Glazer's Wine & Spirits.
Educational content only
General education only, not legal advice. Confirm the current text of any rule before relying on it. Terms
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