Email Delegation for Lawyers: 7 Steps to Reclaim Your Time
This newsletter provides a step-by-step guide for lawyers to delegate their email management effectively, aiming to reclaim valuable time for higher-value tasks. It emphasizes a structured approach involving workflow assessment, assistant selection/training, playbook creation, and ongoing refinement.
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Delegation as a Time-Saver: Highlights the significant time savings achievable through effective email delegation.
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Structured Process is Key: Underscores the importance of a well-defined process (SOP) for successful delegation.
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Human vs. Tech Assistants: Acknowledges both human assistants (virtual or in-house) and AI-powered apps as viable solutions.
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Continuous Improvement: Emphasizes regular check-ins and process refinement for sustained success.
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Actionable SOP: The importance of a detailed SOP, including access instructions, categorization, response expectations, and escalation procedures.
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Training Investment: Proper training is essential for successful and sustainable delegation.
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Playbook & Templates: Providing assistants with email templates to streamline communication.