Free Consultations |
Introductory meetings with potential new clients to discuss services and pricing. |
Tasks and Deadlines |
A calendar for tracking internal tasks, deadlines, and due dates for case work and administrative matters. |
Paid Consultations |
Scheduled meetings with clients who pay for the consultant’s time and expertise. |
Sales Call Follow Up |
A calendar for scheduling follow up calls and communications with prospective clients after initial sales meetings. |
Lunch/Networking |
Informal meetings over meals used for relationship building and business development. |
Administrative |
Time spent in the office on administrative tasks and internal meetings. |
Court Hearing |
A calendar used to track upcoming court dates, hearing times, and deadlines for filings related to court proceedings. |
Billing |
A calendar for tracking billable hours, invoices, and payments from clients. |
Case Updates |
Scheduled calls/meetings to provide clients with status updates on their active cases. |
Legal Research |
A calendar to schedule time for conducting legal research and analysis for cases. |
Client Meetings |
In-person meetings with existing clients to discuss cases, plans, and next steps. |
Personal/Misc. |
These are for individuals to track appointments, vacations, birthdays, and other personal events. |