The 5-Day Law Firm Automation Blueprint Challenge
Systemize Your Practice, Streamline Operations, and Reclaim Your Life
Overwhelmed?
Are you a solo or small firm lawyer drowning in administrative chaos, unpredictable cash flow, and endless hours at the office? It's time to break free from the cycle of overwhelm and finally achieve the freedom, growth, and lifestyle you deserve.
A Better Way
Introducing the 5-Day Law Firm Automation Blueprint Challenge - your step-by-step guide to transforming your practice through the power of systems, processes, and workflow automation.
Automation Blueprint Challenge
During this game-changing 5-day virtual experience, you'll learn how to:
Identify and eliminate bottlenecks across all areas of your firm
Design custom, automated workflows for client intake, scheduling, billing, marketing, and more
Implement best-in-class tools and software to streamline operations
Systematize your practice for maximum efficiency and profitability
But that's not all.
By the end of this challenge, you'll walk away with a complete, customized blueprint to automate and optimize your law firm's operations from top to bottom.
No more spending countless hours on administrative drudgery. No more missed deadlines or dropped balls. No more sacrificing your personal life for the sake of your business.
Just imagine what you could achieve with:
20, 30, even 40+ hours of your week reclaimed through smart automation
A steady stream of new leads and clients thanks to automated marketing funnels
The ability to finally unplug, relax, and enjoy your hard-earned success
This is your chance to join a community of like-minded lawyers committed to leveraging the power of systems, processes, and technology to take their firms (and lives) to the next level.
But don't wait - registration for this transformative 5-day experience closes soon. Secure your spot today and get ready to blueprint your path to an automated, streamlined, and wildly successful law firm.
Don’t let administrative chaos, inconsistent cash flow, and lack of work-life balance hold your firm back any longer.
What the Challenge Includes
Day 1
Lessons
The Customer Journey
Defining Success
Business Management Software
The Level-Up Growth Model
Homework
Worksheet 1.1 - The Level Up Growth Cycle Plan
Worksheet 1.2 - Define Your Success
Day 2
Lessons
Business Processes
Knowing your Numbers
Segmenting
Following Up
Kanban Stages
Homework
Worksheet 2.1 - Business and Revenue Models
Worksheet 2.2 - Matter Types & Billing Rates
Worksheet 2.3 - Sales Matter Stages
Worksheet 2.4.1 - Lead Stage Descriptions
Worksheet 2.4.2 - Matter Stage Descriptions
Day 3
Lessons
Introduction to Workflows
Designing Workflows
Lead Pipeline
Getting Client Reviews
Homework
Worksheet 3.1 - Kanban Lead, Matter Types & Billing Rates
Worksheet 3.2 - Meetings
Worksheet 3.3 - Prospect Data
Worksheet 2.4.2 - Matter Stage Descriptions
Day 4
Lessons
Matter Pipelines
Stage Items
Putting it All Together
Client Retention
Homework
Worksheet 4.1 - Workflows Leads and Sales
Worksheet 4.2 - Matter Related Meetings
Worksheet 4.3 - Client Data
Day 5
Lessons
Workflow Costing
Goals and Gaps Inventory
Q & A
What’s Next
Homework
Worksheet 5.1 - Workflows Costing
Worksheet 5.2 - Goals and Gaps Inventory
Still not sure?
Review some frequently asked questions and answers at the link below.
