- Email Management – If you’re managing more than 50 emails a day, it’s too much.
- Unrefined Case Management – Scrutinize your case management workflow and shorten a matter life-cycle.
- Document Prep – Don’t do it. It’s a waste of time and inefficient; use document automation.
- No Activity Reporting – Increase accountability and reduce unaccounted time with proper reporting.
- Task, What Task? – Traditional task management is inefficient, improve prioritization.
- Too Many Meetings – Understand when meetings are required vs. a waste of time.
- Lack of Networking – Strategize! 90% of people rely on face-to-face meetings before committing to long-term business relationships.
PDF Reference: pcportal-mailer-7pitfalls