Author

June Okafor

Practice Manager

Learning

How do you rehearse a client asking for more?

The hardest sentence in advisory work is the polite one that does not promise. June Okafor on the firm's practice scenarios for scope, terms and staffing requests, and the five things a good answer always contains.

June Okafor · Practice Manager · · 4 min read

Practice operations

How does a new matter get opened?

Intake, conflicts clearance, signature, lane. June Okafor on the four steps between a prospective client's first call and the first hour of billable work, and why an associate can collect information but cannot promise acceptance.

June Okafor · Practice Manager · · 4 min read

Practice operations

What happens when a client asks for their file back?

A file return request is one of the most ordinary things a firm handles and one of the easiest to get wrong. June Okafor walks through the firm's policy: what is returned, what is retained, and who decides the hard cases.

June Okafor · Practice Manager · · 4 min read

Practice operations

How do you staff a nine-week controls review?

A statement of work gives roles, allocations and a duration. June Okafor on why those are three separate fields, what a capacity check actually confirms, and why an allocation is never permission to expand the work.

June Okafor · Practice Manager · · 4 min read