Priorities
4 quarterly rocks
Source:Command Center·SAMPLE
Implement firm-wide deadline tracking in Docketwise
Owner: Attny. Reyes
complete100%
- [x]Deadline template built
- [x]All open matters loaded
- [x]Alert cadence live (60/30/14/7)
Reduce intake-to-retained cycle time
Owner: Yolanda R.
on_track70%
- [x]Consult script rewritten
- [x]Clio Grow automated follow-up sequence live
- [ ]Conversion tracking dashboard in progress
Hire paralegal to support family-based petitions volume
Owner: Attny. Reyes
on_track55%
- [x]3 candidates interviewed
- [ ]Background check in progress for top candidate
- [ ]Offer + start date
Document client document-collection SOP
Owner: Marisol G.
off_track30%
- [x]Draft outline
- [ ]Per-visa checklists
- [ ]Approve and publish
Blocker: No standard checklist per visa category yet
Next quarter draft
Build multilingual intake FAQ (Spanish, Mandarin). Evaluate second paralegal hire.