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Resources To Help You

Grow Your Business

We believe that successful businesses are built by helping others by providing value and delivering practical solutions to everyday problems—for our own clients and the thousands of law firms that we have yet to meet.

The How to Manage a small Law firm App

Turn your phone into a classroom! The How to Manage a Small Law Firm app is packed with hundreds of hours of tools, trainings, and proven growth strategies to help you hit your highest revenue goals and fast-track your path to freedom! 

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Please take advantage of the resources below. Each workbook, checklist, and program has been created by our team of experienced managing partners, CEOs, COOs, and CFOs. These tools are used as guides and homework items in the How to Manage a Small Law Firm 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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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 problems that you will encounter in each of these stages
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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 7 Stages Assessment
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The How to Manage a Law firm App

Turn your phone into a classroom! The How to Manage a Lawfirm App is packed with hundreds of hours of tools, trainings and proven growth strategies to help you hit your highest revenue goals and fast-track your path to freedom! 

Learn More about the app

Law Firm

Policies & Procedures Checklist

This Exclusive Checklist Covers the 24 Key Policies You Need to Have in Place to Protect Yourself and Grow Your Business

  • The 12 internal policies that clearly spell out your company rules and regulations so that you can manage your team and enroll them in your vision
  • 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 start implementing right away to systematize your day-to-day activities and maximize your potential for higher profits
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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 law firm so that your business is efficient, fulfilling, and profitable.
  • Zero in on the numbers you need to hit to align your financial goals with your personal goals.
  • Market your firm in a way that easily generates new leads and positions you as a leading expert in your market.
  • Boost your sales conversions and have a crystal-clear understanding of your numbers, how many clients you need to generate the income you want, and exactly how to get them.
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Find The Money!

AR Handbook

A Simple & 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 a past-due account without generating backlash from the client
  • Simple “best practices” you can implement immediately to help you minimize the number of late payments you have to deal with
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The 151 Ways To GET

New Clients Checklist

151 Simple Ways to Magnetize New Leads 

  • 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 a past-due account without generating backlash from the client
  • Simple best practices you can implement immediately to help you minimize the number of late payments you have to deal with
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