All posts by Thom James Carter


Intake Process: Onboarding Clients Efficiently & Effectively as a Law Firm

Intake Process

Lawyers are busy people.

They’re at the frontline of all legal matters, providing advice on tricky issues, resolving disputes, and representing clients in court if needs be. All. Year. Round.

Ergo: There’s a lot on any given lawyer’s plate.

With the huge amount of recurring tasks that need to be completed, on top of looming deadlines and constant work-related pressures, it’s easy for quality to slip. Especially when it comes to one of the most important processes of all – the intake process.

It’s why 61% of law firms forget to ask for the client’s name during their initial conversation, why 35% of calls from clients go unanswered, and why it takes 3 or more days for 42% of law firms to respond to prospective clients.

For a law firm to keep its prestigious reputation – and to continue working with great clients – the intake process needs to effective, efficient, and done properly.

That’s why this blog post exists.

In this post, I’ll discuss what an intake process is, its benefits, why it’s important, and how Process Street can help law firms streamline the entire process.

Read through the sections below to get clued up:

Let’s begin; the court is in session! ⚖️
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Gemba Walk: How to Strive Forward by Taking a Step Back

Gemba Walk

You’ve heard of the moonwalk. But have you heard of the Gemba Walk?

From a business standpoint, the Gemba Walk is infinitely more useful (though the moonwalk is pretty cool).

Specifically, the Gemba Walk allows businesses to continuously improve how they do things by remedying their processes, procedures, and workflows for recurring tasks. The continual process improvements that Gemba Walking brings helps businesses exponentially – 1 in 4 improvements save time, and 1 in 10 improvements save money.

And this is all achieved by simply stepping back, rather than blindly pushing forward.

Want to know more?

I thought so.

In this post, I’ll tell you what Gemba Walk means, the origins of it, its benefits, and how Process Street can help both remote and physical businesses do the Gemba Walk.

Just read through the following sections to get clued up:

Now, let’s sprint through the rest of the post! 🏃‍♂️

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WFH Transition: How Your Team Can Pivot & Work From Home Like Pros (Free Templates)

WFH transition

Unequipped. Unprepared. Uncertain.

34% of people believe their organization isn’t properly prepared for employees to be working from home.

Speaking of which, has your organization recently – and rather hastily – transitioned from office working to working from home?

If the answer is “Yes“, no sweat. Process Street has you covered.

This post will guide you through the basics of working from home (WFH), the positives of it, the potential problems you could run into, on top of offering you our (free!) checklist templates that’ll ensure a safe and smooth WFH transition.

Read through the following sections to get completely clued up:

Or, if all you want is the checklists, get them here:

Let’s dive into all things WFH, ASAP. 👩‍💻
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FSSC 22000: How to Ensure You Have a Robust Food Safety Management System

FSSC 22000

Bread. Beer. Bacon. *Homer Simpson voice* Mmm, bacon…

No matter what tasty food product your business is creating (or helping to create), a robust food safety management system is essential.

Why?

Because without one, you could be exposing your food to risks and hazards that are both life-threatening for your consumers (420,000 people die each year due to contaminated foods), and business-destroying for you. Plus, by not having a food safety management system in place, you’ll lose pivotal trade opportunities with others in the food industry.

To ensure you have a food safety management system in place – and that it’s up to scratch – there’s FSSC 22000.

In this post, you’ll discover what FSSC 22000 actually is, why it’s so important, how a GFSI recognized certification will benefit you, and how Process Street can help with it all.

Make your way through the following sections to get clued up:

Now, it’s time to taco about FSSC 22000 and food safety! 🌮

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7 Challenges Online Marketplace Sellers Face and How to Overcome Them

Online Marketplace

This is a guest post by Jake Rheude. Jake is the Director of Marketing for Red Stag Fulfillment, an ecommerce fulfillment warehouse that was born out of ecommerce. He has years of experience in ecommerce and business development. In his free time, Jake enjoys reading about business and sharing his own experience with others.

Small challenges crop up every single day for those running an ecommerce business.

To make matters worse, there are larger, looming threats that you’ll need to counteract immediately if you want your business to survive.

These existential threats can come from products, customers, software, and even your overall approach to sales. Luckily, these challenges can be addressed properly if you’ve got a solid plan.

In this Process Street guest post, you’ll be looking at seven of these aforementioned challenges and my tips for solving them. Remember: Every investment in solving a problem has the potential to generate big ROI by keeping existing customers around and making it easier to attract new ones.

Make your way through the following sections to get clued up:

Let’s jump straight in.

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EAP Program: How to Keep Employees Safe, Secure, and Stable (Free Templates)

EAP Program

There are countless ways employees can be thrown off their A-game – from anxiety to altercations at work, pandemics to problems at home.

But how can employers improve the mental, emotional, and physical well-being of their staff?

By implementing an employee assistance program (EAP).

According to the International Employee Assistance Professionals Association, 97% of U.S. companies with over 5,000 employees already have an EAP program in place. Small and midsize businesses realize the huge benefits of EAP programs too, as 75% of businesses with 250 – 1,000 employees also make use of EAP programs.

Hasn’t your business instigated an EAP program already?

If not, it’s about time you thought about it.

By reading this post, you’ll understand what exactly an EAP program is, the history of it, why it’s beneficial for employers and employees alike, and even gain access to EAP templates created by Process Street. Make your way through the following sections to get clued-up:

If you’re in a rush, here are the links to the free EAP templates:

There’s a lot at stake, so let’s get started with the rest of the post. ⏳

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Service Level Management: How to Manage SLAs and OLAs Masterfully

Service Level Management

When defining, documenting, and delivering services to customers, it can be a little difficult (read: incredibly taxing) to keep on top of everything.

As Philipp Unterharnscheidt and Axel Kieninger at the Karlsruhe Service Research Institute both say:

“IT services supporting business operations are an increasingly critical factor for business success today (Guldentops 2003). The management of service quality, which is the central objective of Service Level Management (SLM), however remains a major challenge for many companies.”Philipp Unterharnscheidt and Axel Kieninger, Service Level Management – Challenges and their Relevance from the Customers’ Point of View

To help companies keep on top of things – and manage their services, service levels, and SLAs and OLAs masterfully – there’s service level management.

This may be the point where you’re thinking “But what, exactly, is service level management? What are the benefits of it? The best practices so it’s done properly? And how would Process Street even help with service level management?”

Worry no more, reader. You’ve come to the right place.

Just read through these sections to get to grips with service level management:

Let’s dive straight in. ⬇️

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Inverted Pyramid: Don’t Bury the Lead — Give People What They Want (Fast)!

Inverted Pyramid

Your attention span is shorter than a goldfish’s.

This isn’t meant to be a personal insult. All of our attention spans are now pretty ba-… wait, how was I going to finish this sentence?

Blame it on what you will – the break-neck speed in which content is published on the internet, the various devices all vying for our attention, or a lifestyle that’s overly digitalized – but there’s no getting away from it. There’s only an 8-second window before concentration plummets.

For journalists, content marketers, and pretty much anyone who uses the written word to deliver information, this isn’t news you want to hear.

But with the inverted pyramid, you can quickly supply global audiences with the news they do want to hear – and quickly (read: before they move onto the next shiny, sparkly thing).

In this post from Process Street, you’re going to learn about the inverted pyramid, the benefits of using it, see examples of it in action, and discover how checklists can help you with getting the right information out there. Fast.

Read through these sections to get completely clued up:

Now, what was the topic again? Oh, right – the inverted pyramid!

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How Asking ‘Why?’ 5 Times Can Potentially Save Your Business (Free 5 Whys Template)

5 Whys Template

Business-related problems not only crop up constantly, but they can also have massively negative impacts if not resolved promptly.

In fact, problems related to cash flow are why 82% of small businesses fail.

The good news is there’s a nifty way to get to the bottom of roadblocks quickly: 5 Whys.

According to Sakichi Toyoda, the founder of Toyota Industries and inventor of 5 Whys, asking ‘why?’ 5 times can help you get to the root cause of the issue or problem you’re facing.

In this post, you’re going to learn more about the 5 Whys process, why it’s so beneficial, and you’ll even get your hands on a 5 Whys template, courtesy of Process Street.

Read through these sections to get the complete lowdown:

So, why are you waiting around?

It’s time to become a pro at finding out why problems occur! 🔍

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Enterprise Collaboration Software: 8 Essential Tools You Need to Use

Enterprise Collaboration Software

Collaboration is essential.

It’s the catalyst for hitting those important, internal targets that pave the way for long-term profitability and success.

But collaborating is far easier said than done – and especially for enterprise businesses.

In fact, 86% of employees and executives cite a lack of collaboration as the reason for the failures that have happened in their workplace.

Luckily, there’s a solution: Enterprise collaboration software.

If you’re new to enterprise collaboration software but still want to get your enterprise collaborating like pros, you’ve come to the right place.

In this incredibly-informative, super-streamlined Process Street article, you’ll learn the definition of enterprise collaboration software, find out the benefits of it, and discover the best software for enterprise-wide collaboration, depending on your needs.

Just make your way through these sections:

Let’s dive straight in. ⬇️
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