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Can’t say I’m an expert, but I have matters where there are a lot of smaller cases sorted in an excel file saved to my desktop (with a virtual sticky note on my desktop reminding me to check it daily).
I also write down a to-do list every day with my active tasks broken down by matter (on that big portfolio as well as the small ones). Maybe it seems like a waste of time, but can literally feel some of the anxiety leaving my body when I know I have that visual reminder of everything that needs done.
I consider my to-do list to be admin time, but if I spend time updating the excel with new deadlines and focus on one portfolio, I consider that to be billable because I am managing deadlines and analyzing next steps for that matter.
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