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Accountability

The goal of this exercise is to be very clear on who is accountable for each role in your ﬁrm. It is not necessarily about reporng or management

structures at this stage.

Step 1: Think about all the roles/responsibilies within your ﬁrm (we'll help get you started):

First, every ﬁrm needs a visionary. This creave entrepreneur generates new big ideas, challenges the ﬁrm, and solves big problems

with new ways of thinking. Oen, this person is not as eﬀecve with day-to-day management or details.

Who is your ﬁrm's visionary?

Next, you need the manager or integrator. This person manages the ﬁrm's people and processes. They make sure the trains run on

me and every area of the ﬁrm funcons in harmony. They hold people accountable and focus on generang great results. They can

take the visionary's plan and make it happen.

Who is your ﬁrm's integrator?

Visionary

Manager

Page 2 of 5

The day-to-day ﬁrm funcons fall into one of three basic buckets: Markeng/Business Development; Delivering client services; and

Finance/Operaons. ONE person is responsible for each area. You could have other roles that fall under these ﬁve primary roles. For

now, keep things streamlined and be 100% clear on who is responsible for each major area and what is expected of them.

Who is accountable for your ﬁrm's sales/markeng? What are their 5 major roles?

Who is accountable for your ﬁrm's delivery of amazing client services? What are their 5 major roles?

Who Is accountable for your ﬁrm's ﬁnance and operaons? What are their 5 major roles?

Sales/Marketing

Finance/Operations

Lawyering/Delivering

Client Services

Page 3 of 5

Another way to think about your accountability chart:

Visionary

President

Partner in Charge of Marketing:

Brand/Marketing strategy;

website/social media;

PR/Outreach/publications/speaking

: events; database manager

Client Intake Specialist

Partner in Charge of

Amazing Client Services:

Client onboarding; client

satisfaction

Attorneys/Paralegals/Admin

Team

Partner in Charge of

Finance/Operations

Accounting Mgr:

Invoicing/AR/Collections;

AP/Vendors;

Budgets/Cash Flow

Mgmt/Taxes; Payroll

Facilities Mgr: Lease;

Equipment; Supplies

Technology Mgr: Software;

Hardware; Doc Retention

HR Mgr:

Policies/handbook; Hiring;

Training;

Evaluation/Discipline;

Terminations; Benefits

Page 4 of 5

Here are potenal responsibilies for each role:

Leadership:

 Vision/strategy

 New ideas

 Creave problem-solving

 "Face" of the ﬁrm

 Strategic Relaonships

Integrator/President:

 Leadership/Management

 Driving business plan

forward

 Special projects

 Managing ongoing

relaonships within and

outside ﬁrm

Markeng/Business Dev:

 Brand/markeng strategy

 Implemenng markeng

process

 Content - publicaons,

blog

 PR - speaking, events

 Client engagement process

 Website/social media

Client Services:

 client onboarding

 client communicaons

 receponist

 legal assistants

 paralegals

 invesgators

 aorneys

 virtual support staﬀ

Financial:

 budgeng/forecasng

 invoicing/AR/collecons

 accounts payable

 bookkeeping/tax planning

 payroll

 cash ﬂow control

 banking/line of credit

 trust accounng

 insurance

Human Resources:

 policies/handbook

 hiring

 training

 evaluaon

 discipline/terminaons

 beneﬁts

Facilies Manager:

 lease/oﬃce space;

 oﬃce supplies

 oﬃce equipment

 managing vendors

 housekeeping

 technology

Page 5 of 5

List the person responsible for each area of the ﬁrm. Idenfy the main responsibilies for each role (no more than 5).

Your Firm: ______________________________________

Visionary:__________

Marketing/Bus Dev.:__________

Delivering Client

Serv.:__________

Finance/Operations:__________

Integrator:__________

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