Diagnostic Review and Procedural Development – New Client/Matter Intake and Collections Processes

On-Site Associates can perform an in-depth diagnostic review and assessment of your firm’s client/matter intake, and internal collections processes.  We can also focus our analysis towards specific areas of these processes which may require enhancement in order to improve cash flow and increase profits.

We typically conduct a thorough examination and assessment of the following key operational areas:

  • New client/matter intake and credit risk review
  • Organizational structure of the departments responsible for client billing and collection
  • Internal collection follow-up processes and staff deployment levels
  • Approval authority policies for write-offs, write-downs, payment plans, and compromise settlement arrangements
  • Stop work review or notification programs
  • Malpractice and risk management review policies
  • Automated billing and collection systems capabilities

We issue a comprehensive report of our findings and our recommendations on how to enhance your existing intake and internal collections process.  Giving special consideration to your firm’s overall goals for growth and profitability, we help draft new and enhanced policies. We can also give substantial assistance with collector training, as well as assisting in implementing the firm’s new policies.

On-Site’s founder, George Abodeely, personally conducts in-house collector training seminars and workshops to share what he has learned after more than 30 years collecting law firm receivables.   Initially, George believed he could merely transfer the collections experience and techniques he had obtained during his corporate career into the law firm environment.  After failing with this approach more often than not, he finally learned how to be truly effective when working for lawyers. 

As part of a truly, interactive learning process, George will show you how to:

  • Properly prepare for attorney portfolio review meetings
  • Effectively communicate – both verbally and in writing
  • Resolve balances – not merely collect them
  • Distinguish yourself as a valuable resource to the attorneys
  • Earn the Trust of the Attorneys

In addition to providing the attendees with written course materials for future reference, attendees will be given a Case Study to review, analyze and submit (on an anonymous basis) prior to the actual seminar/workshop in order to help George custom design a program that works best for your team.