Documenting your workflows is boring but essential if you want to crank the gears of your law business, and evolve into something that doesn’t depend on you doing all the work and making all the decisions.

Why is it so hard to document workflows? Well, it has to do with the nature of the work we do, which is mostly information processing that’s intangible and ephemeral. But if you learn to visualize the work in the way I describe in this episode you’ll find it a lot easier to map your workflows, and then steadily refine them in a way that leads to blissful freedom.

Remember…whenever you’re ready to start making your practice easier to manage, you can download the Solo & Small Firm Lawyers’ Guide to Working Smarter (and start taking concrete action steps to make your practice more automated, more virtual —and less dependent on you doing all the work and making all the decisions).

Oh, and if you want ongoing guidance with improving your practice check out the Co-Pilot Mastermind program.

General Resources

Thanks to Our Sponsors

SweetProcess is a great way to document your important workflows. Doing so will help make your practice run more smoothly, and require less involvement on your part to keep things running smoothly.
The best way to understand how SweetProcess will help streamline your firm is to start using it. The company offers a 14-day free trial, but as a loyal listener of this podcast, you can try it for 28-days free of charge. And you don’t even have to enter a credit card to get started.
Just navigate to SweetProcess.com/ernie to start your 28-day free trial today.
And thanks to the other sponsor of this podcast…
Smith.ai is an amazing virtual receptionist service that specializes in working with solo and small law firms. When you hire Smith.ai you’re actually hiring well-trained, friendly receptionists who can respond to callers in English or Spanish.
If there’s one great outsourcing opportunity for your practice, this is it. Let Smith.ai have your back while you stay focused on your work, knowing that your clients and prospects are being taken care of.
Plans start at $210/month for 30 calls and pricing starts at $140 for 20 chats, with overage at $7 per chat. They offer a risk-free start with a 14-day money-back guarantee on all receptionist and live chat plans including add-ons (up to $1000). And they have a special offer for podcast listeners where you can get an extra $100 discount with promo code ERNIE100. Sign up for a risk-free start with a 14-day money-back guarantee now (and learn more) at smith.ai.

EPISODE CREDITS:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.
He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their business and impact the world.
Find out more at EmeraldCity Pro


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