Resources to Help
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?
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.
- 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!
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 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
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
Business Plan Building Workshop
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
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
The 7-Stages 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.