Episode 109

full
Published on:

5th Jun 2025

Best Method To Delegate Tasks In Your Law Firm

Are you a law firm owner who's still juggling marketing tasks yourself? 

It's time to delegate and scale! In this episode, you'll discover powerful methods to build, delegate, and optimize your internal marketing team effectively. 

Need support with your law firm’s management systems? Visit thelawfirmsecret.com

We share actionable tips that have transformed productivity in countless law firms, and dive deep into FLOW, a proven management system designed to ensure your team stays focused, efficient, and accountable. These management tips can be applied to departments across your law firm.

Say goodbye to inefficiencies and frustrations; it's time to streamline your teams for better results and happier team members.

Transcript

 If you're still wearing the marketer hat in your law firm, let's talk because it is time to create a plan to figure out how to delegate that marketing work to either another person or a team of people to push those marketing results forward.

 Figure out, how do we make sure they're as efficient and effective as possible? we use a proprietary system. We've partnered with one of our clients, Bert Diener called Flow. Flow is a methodology, it's a management structure.

To make sure we're getting the most out of our team, make sure our team is happy. And so we personally use flow in our practice as well as many of the law firms that work with us as clients use Flow and theirs to be able to manage their marketing team to make sure we're getting stuff done on time, on deadline, and getting the results that we need to get.

So let's walk through how Flow looks in a practical sense.

You've got to have a very clear style for how you're gonna manage the team. It can't just be, okay, I brought a copywriter on, Hey copywriter, go figure it out. although I'm not gonna deep dive flow, I want to mention

we use a system called Flow here's what flow is comprised of.

flow is comprised of primarily, four elements. A retro meeting, a planning meeting, a daily standup, and individual one-on-ones. the retro meeting is reviewing data from a particular sprint period. Usually in marketing, you're running one week sprints.

you're trying to hit your weekly goals, right?

Every firm might be a little different, but you're reviewing the data from your weekly sprint. This is where all the members of the marketing team including the process leader and the process owner, and you're figuring out, did we hit our goal?

If not, why? What did we miss? Your planning should be your process leader and your process owner together. This is now figuring out, okay, from our retro, here's what we know now. We need to create a plan to go hit our goal for this sprint period. Here's what's gonna change. Here's the plan that needs to be executed.

Your daily standup is gonna be run by your process leader. And as a law firm owner in the early days, you should be intimately involved in all of this. That's what we did early on is we were involved in all of it your daily standup is gonna be accountability basically. Okay. Team member by team member, what was the goal?

Did we hit it? What was in the way? And it's really about removing obstacles. Daily standups should be 15 minutes max. It's a quick check-in. Is there anything in the way today that as a process leader or process owner, we can remove to allow you to work towards your goals and then the one-on-ones, this is for the process leader to meet with individual team members on the marketing team for training purposes or just one-on-one conversations to do check-ins with him.

So just to be clear this kind of removed a lot of the quarterly or monthly reviews because we were doing it on such a regular basis through standups, through our one-on-ones and identifying how each team member's doing and if they need any particular training we're able to come alongside them on a one-on-one and that would help them continue to move the needle forward.

But what we found to be efficient is something we call a power hour. As you start to grow your marketing team, it's very likely that you as the law firm owner, especially if you were doing some of these tasks prior to, it's very possible that you feel frustrated at times.

And when I say frustrated, I mean because you feel like you can do. All of the same work in half the time or less. And the truth of the matter is, the answer to that is probably true. You probably can. As you start to build a team, what ends up happening is the team usually, and this is at no fault other than the manager, the law firm owner themselves.

Including us, the team usually gets inefficient. We're not making the best use of our time. when we were first starting sometimes to run a single ad set and get it out the door and get everything ready, you would take us a whole work week and me candidly, as the CMO.

Would get frustrated because I would feel what took us a whole work week, I could do in a morning, and that would be frustrating to me. But I recognize it's because we were scattered. There were team members were in multiple different departments. They were helping events, they might be helping workflow, helping

And so everyone started getting scattered. they were working on their tasks. to move toward the goal, but they got scattered and the Power Hour helped center us. So what is the Power Hour? That was our secret weapon to maximize efficiency. The Power Hour was literally a single hour every day where the team is working on only that department's tasks.

for example, if we had an ad set, we need to get out the door, that Power Hour. You have the process leader, acting as a train conductor. They're saying, okay, copywriter, I need you to do this to get the task done. head of tech, I need you to go do this to get the landing pages built.

Okay, video editor, complete this task and everyone's working together, which means you've got a real time feedback loop, especially if your team is working remotely. A lot of law firms are back in office, but assuming your team is working remotely, this is tougher because you're trying to message people at certain times.

Sometimes you're able to get them, sometimes you're not. When you're in person on a team, doing this in office is even more powerful, but doing it remotely, it's a necessity. if the copywriter's got a question for the video editor, or the copywriter's got a question for the process leader, it's happening right there, real time.

They're able to get the answer to that question and then get the task done. And so what happened? We went from. taking a full work week to get a single ad set done to now we're able to get multiple ad sets done in a single day, and that's because marketing power hour, efficiencies in flow with the standup meetings, efficiencies in our planning, and making sure we're reviewing our data properly.

The concept of building a marketing team is a big one, and it's not gonna be fully covered in one single video.

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Your Practice Mastered
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