Hello and welcome to best laid plans. This is Sarah Hart Unger and you have found the podcast where we talk about all things planning related and planning adjacent.

Today's episode is a Q&A episode and I'm very excited about

this batch of questions. I also have to say I've been thrilled. I did a little call out for

questions on Instagram and now I have a lovely collection of varied questions related to planning

that I can scatter amongst the following episodes, plus have a great

Q&A episode every month. So keep them coming. I'll put out more calls in the future, but I was

really, really happy with the response. So thank you so much if you submitted a question. Today is also

the very first Best Laid Plants episode that has a sponsor. I'm going to tell you more about that sponsor mid-episode,

so stay tuned. But thank you so much to Lonnie and Linder from Real Lifestyle for sponsoring this

episode. And you're going to hear more about what she has to offer in about 10 minutes, so stay

tuned. First, we're going to dive into our questions. Question number one.

Hi, Sarah.

I am a longtime reader, reader, and listener, and love best laid plans.

Thank you.

You are the perfect person to give me advice.

I recently started back at a job after many years away as a lawyer handling a large volume of cases.

I'm guessing this is a little similar to your work,

where you have work days that you can write in your planner, but within each workday, you have

numerous patients you see and information and to-does for each of them. It's immediately clear to

me that I need some separate system for managing my caseload. I have to schedule next court dates

and hearings with a variety of follow-up tasks for me to do, like making phone calls, getting documents, or doing research. I should mention that in the time

I've been away from my job, a major change is that all of our internal case files have gone

...