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Resources to Help You
Grow Your Business

Please take advantage of the free resources below. Each has been created by our team of experienced managing partners, CEOs, COOs, and CFOs. These tools are used as guides and homework items in our membership program.

If you do the work and follow the steps inside of each one, your law firm will experience positive improvements. We guarantee it.

Want to get more tools, resources, guidance, and support in creating the law firm and life you’ve always wanted?

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Suite of coaching resources from How to Manage a Small Law Firm, featuring law firm management checklists, client acquisition guides, business planning workshops, and systems manuals to help solo lawyers scale from solo practice to a sustainable, profitable law firm.

Website checklist

Use this checklist to evaluate your website to spot areas for improvement that can help attract the right kinds of clients and close them more easily.
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Put the RIGHT information in the RIGHT places

Provide an overview of your specific services so prospective clients KNOW WHAT THEY’RE GETTING

Tailor the experience to the clients you ACTUALLY want

Make your call to action SO UNDENIABLY ATTRACTIVE that prospective clients do WHAT YOU WANT - pick up the phone!

Get It Now!
Website Audit Checklist for solo and small law firms from How to Manage a Small Law Firm, a law firm coaching resource that helps attorneys improve website strategy, marketing systems, client acquisition, and online conversion performance.
Motivational law firm coaching workbook by How to Manage a Small Law Firm, designed to inspire solo and small law firm owners to implement systems, leadership strategies, and growth frameworks for long-term success.

The Manifesto

Most of what you’re going to be exposed to in our community is probably going to contradict the conventional wisdom you’ve heard about the business of building an OUTSTANDING law firm. So it’s important that you have a proper context in which to consider the work we do here at How to Manage. Because if you follow conventional wisdom, you’re only going to produce conventional results. And neither of us wants that for you!

The fundamental mindset shift that takes a lawyer from struggling (or merely getting by) to thriving
The #1 trait of successful law firm owners (HINT: It’s not intelligence, good looks, or an Ivy League education)
The 7 stages of law firm growth and the specific challenges encountered in each

The 7-Stage
Assessment Tool

Not sure what stage your law firm is in?

Determining your stage will help you understand exactly what you need to grow your firm and break the profit plateau you’re currently experiencing.

Take The Assessment
Laptop screen displaying the ‘7 Stages of a Law Firm: The Seven Systems to Go from Solo to Scale’ framework by How to Manage a Small Law Firm. The visual outlines the growth stages and management systems that help solo attorneys scale into sustainable, multi-million-dollar law firms.

Policies & Procedures Checklist

The 24 Key Policies You Need to Have in Place to Protect Yourself and Grow Your Business

The 12 internal policies that spell out your company rules and regulations so that you can manage your team and maximize your potential for higher profits
The 12 external policies that position your firm as an authority in your niche and keep you organized and on an upward trajectory
The key administrative procedures you can implement right away to systematize your day-to-day activities
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Law Firm Policies & Procedures Checklist from How to Manage a Small Law Firm, outlining key internal and external policies small law firms should implement. The checklist resource helps solo attorneys build structured systems, improve compliance, and strengthen law firm management processes.
Business Plan Building Workshop by How to Manage a Small Law Firm, a law firm coaching resource that helps solo attorneys develop structured business plans, leadership strategies, and scalable systems for sustainable growth.

Business Plan Building Workbook

Get The Step-by-Step Business Plan Template That’s Helped Hundreds of Law Firm Owners Double Their Revenue

Understand and upgrade the 7 key components of your firm so that it is efficient, fulfilling, and profitable
Zero in on the numbers you need to hit to align your financial and personal goals
Market your firm in a way that easily generates new leads and positions you as the leading expert in your market
Gain a crystal-clear understanding of your numbers, how many clients you need to generate the income you want, and exactly how to get them
Download Now

Find The Money!
AR Handbook

A Simple and Effective Plan Your Law Firm Can Use to Collect on Late Accounts

How to create a system for collections that your staff can implement so that you can focus on other profit-building tasks
The secret to collecting on past-due accounts without generating client backlash
Simple best practices you can implement immediately to help minimize late payments
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Find the Money AR Handbook by How to Manage a Small Law Firm, a law firm coaching resource focused on accounts receivable systems, cash flow management, and increasing profitability for small law firms.
‘The 151 Ways to Get New Clients Checklist’ from How to Manage a Small Law Firm, a law firm marketing and client acquisition guide that helps solo attorneys implement proven systems to attract and convert new clients.

The 151 Ways To GET
New Clients Checklist

151 Simple Ways to Magnetize New Leads

Tools and strategies to attract the clients you want and avoid the ones you don’t
Simple practices to maximize the possibility of repeat clients and referrals
Several ways to offer customer-facing value that positions you as the go-to choice
The easy client attraction shortcuts that most lawyers miss
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Ready to take your law firm pain to profit?

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Reference Librarian

The Law Firm Diagnostic is not a pitch. It’s not a plan. It’s a moment of truth where we help you diagnose how to grow your law firm.

We’ve been doing this since 1999 and have helped start, manage & grow THOUSANDS of law firms. So yes, we have a TON of great stuff that we would love to share with you.

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