Systematizing Your Law Firm: A Case Study
Right out of the gate, let’s look at Kerry Wallis, who practices family law in Los Angeles, California. She made a strategic choice by Systematizing Her Law Firm, documenting workflows for repetitive tasks to improve efficiency.
The Impact of Systematizing Your Law Firm
As a result, Kerry found an increase in productivity and efficiency. This new approach to running her law practice affords her the luxury of more personal time. Now, systematizing your law firm doesn’t only mean streamlined tasks, but also achieving a balance between work and personal life.
Systematizing Your Law Firm: The Traveling Lawyer
What’s more, Kerry managed to fulfill her aspiration to travel more. With her law firm’s systems in place, she has been able to travel Europe with her family during the pandemic. In essence, systematizing your law firm can open doors to new experiences and opportunities.
The Future of Systematizing Your Law Firm
Finally, systematizing your law firm is far from a one-time project. It’s an ongoing process of making improvements, keeping workflows up-to-date, and continuously reaping the benefits. Who knows, just like Kerry, you might be the next globe-trotting attorney!
How is she able to do this? Listen to this episode and find out.
Show Notes
- Gray Law Corp (Kerry’s law firm website)
- Slack (tool Kerry uses extensively)
- Otter.ai (free transcription tool)
- Otter transcript of this episode
- Evernote (online note storage)
- Google Docs (online doc storage)
- SweetProcess (online process documentation service)
- Link to Ernie’s 28-day free trial of SweetProcess
- Loom (free video creation tool)
- The E-Myth, by Michael Gerber (seminal business book for small business owners)
General Resources
- Check out my Inner Circle (to participate in ongoing discussions about tech tools I discuss and recommend)
- Check out this Law-Tech Assessment if you want specific recommendations for improving based on the technology you’re using in your practice
- Click for a list of the Best Tech Tools for Lawyers
- Subscribe to: The 80/20 Principle newsletter (it’s free)
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…
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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
Discover how to transform your law practice with the 5 Tech Pillars.