The Minimalist’s Guide to Starting a Solo Law Practice - Stage Three: Expansion and Growth
Stage Three for Starting Your Solo Law Practice - expansion and growth.
The Minimalist’s Guide to Starting a Practice - Stage Two (Simple Systems Setup)
Getting set up with simple systems early will help you maintain your sanity for the long run.
The Minimalist’s Guide to Starting Your Law Practice - Stage 1 (Open the Doors!)
Stage One to Opening Your Law Practice
Digital Products
A Year of Trust Funding Reminder Emails - Templates for Estate Planning Lawyers (Google Doc)
A complete set of editable templates that helps estate planning lawyers stay in touch with clients all year long—without having to think about what to say or when to say it. You’ll get a Google Doc containing twelve months of reminder emails you can edit, make your own, then schedule in advance - all designed to prompt clients to follow through on funding their trusts and keep their plans up to date.
It’s a simple, review, edit, and plug-and-play system (you’ll set these up in your own email system) that automates the delivery of important client education content — so you can spend less time chasing follow-ups and more time doing the work only you can do.
All for less than an hour of your billable time. Set it up once and use it forever.
This version provides only the email text - you will review, edit, then copy and paste into your practice management system, email marketing product, or other email automation system to deliver to your clients.
FLODESK USERS
Fully automated Year of Trust Funding Reminder Emails
Are you a Flodesk user?
This version of the Year of Trust Funding Reminder Emails for Estate Planning Lawyers is already mapped out in a workflow that delivers an email every 7 days for 3 months, then one every 14 days for three months, and one per month for six months.
All you have to do is review, update the signature block, and start using it for your own clients. We’ve done the work for you in Flodesk. You just purchase, open your Flodesk account, click on our link, and it becomes yours.
Just like that. (And likely less than an hour of your billable time - buy it once, use it forever).
Getting More Out of Clio - Online Course
IIf you’re spending $100 a month+ per user for Clio but only using it as glorified case storage and maybe billing, you’re leaving time and money on the table.
In this one-hour mini-course, I’ll show you exactly how to set up five easy automations that will save you hours a week, cut out repetitive admin, and create consistency for staff and clients.
You’ll also receive templates that you can customize and upload into your own Clio account.
From one lawyer to another.