A Lawyer's or Notary's Year: What to Do, Month by Month
Even though every file is unique, demand at a law firm or notary office follows rhythms: planning after the holidays, spring real estate sales, July 1 moves, back to school, year-end documents. Here is a full year, month by month, with what Max, the Orvel AI assistant, can prepare. Max welcomes and follows up; the professional decides, approves and gives all advice.
January and February: planning after the holidays
At the start of the year, many people settle their personal affairs: separation, estate planning. The useful action: a general information campaign about planning appointments, without legal advice.
Max prepares the content, which stays informative: there is no promise of results and no supporting testimonial, since neither lawyers nor notaries may use them in advertising. The professional approves each message before it goes out. Newsletters only go to contacts whose consent is recorded, with an unsubscribe link.
- A general information campaign, without legal advice.
- Approval by the professional before each send.
- Recorded consent for every recipient.
March, April and May: real estate sales season
Spring is the strong season of the real estate market: purchases and sales at the notary's office. The action: remind real estate contacts to book their deed signing early.
It is also a period when requests multiply. Max welcomes each request by taking only the names and area of law for the conflict check, schedules consultations in the right notary's calendar and sends the list of documents to bring. For the notary, registering the deed after signing remains a manual task for the team.
June and July: the July 1 moves
July 1 is the big moving day in Quebec, with sales and life changes. The action: a reminder to the clients concerned to update their contact details in the file.
Max prepares that reminder and updates contact details at the client's request. For a message of this kind, remember that confirming an agreed appointment requires no consent, but a promotion does.
July and August: vacations and availability
Summer absences change the professionals' availability. The action: plan for replacements and schedule appointments before the vacations.
Max can offer time slots based on the calendars of those who are present, and flag to the team the requests that are waiting. A simple rule helps: every active file has a designated person, even during time off, because the deadlines entered in the file keep running. Max calculates none; it only reminds you of those the professional has entered.
September and October: back to school and life events
Back to school is a time when people restart their projects: incorporation, purchase, separation. The action: an information campaign about the firm's services.
This campaign presents the firm's areas of practice, without advice and without promises. Max helps answer first questions in a general way and proposes a consultation when the person asks what to do. If a request falls outside your areas, the agent must inform the person and let them speak with someone at the firm.
November and December: year-end planning
Before the holidays, families think about their documents: will, protection mandate. The action: a general reminder message to update documents, without legal advice.
The message simply invites people to contact the firm to take stock. In December, use a quieter moment to review your indicators: requests received per week, consultation rate, engagement rate, initial response time, active files per professional. Also prepare January: message templates, document lists and next year's vacation calendar.
A simple calendar lets you anticipate busy periods and keep intake smooth. Max prepares and follows up, but the professional keeps control of every message and every piece of advice.
General information, not legal advice. Check with your professional order or the official source.
Questions
When should I send an information campaign?
According to our data: January and February for planning, September and October at back to school, November and December for document updates. Every send must be approved and respect consent.
Can Max tell people what to do about their will?
No. Max never gives legal advice. Reminders are general, and when someone asks what to do, it proposes a consultation.
What does Max do during the team's vacations?
It welcomes requests, collects names and offers slots based on available calendars. Decisions and the conflict check stay with your team.
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