Putting Systems Together for Your Law Firm

Do you feel like you need a systematic approach—to everything? Do you wish you had written instructions for you and your team? Do you wish you had written down all the details and checklists for practicing law, doing the marketing, handling the management, and keeping the technology and finances straight?

A systemless law firm is more like hanging out at a coffee shop with friends than it’s like a business.

Systems are the difference.

How Systems Transform the Practice of Law

Without a system, you have a semi-random gathering of people doing whatever they please.

With a system, you deliver a specific process to specific customers. You do it over and over, and you generate a predictable profit.

Many small law firms are in the “coffee shop” camp. They reinvent the wheel over and over. They struggle to use what they learned last year over again this year. They repeat the same effort time after time without moving forward.

A systematic approach would allow them to capture the knowledge, refine it, improve it, and deliver better and better outcomes over time. By learning and documenting what they learn, they’re able to become more efficient and effective. Most importantly, they’re able to increase profits.

What You Need to Build Successful Systems

Building systems requires two things:

  1. A commitment from the leadership of the firm to build the systems.
  2. Technology that makes it possible to record the systems, disseminate them within the organization, and make the systems useful on a daily basis.

The commitment has to come from the top. It usually comes after long periods of frustration caused by watching knowledge evaporate as a result of turnover and forgetfulness.

The technology is easier than the commitment. We’re using SweetProcess to document our systems.

A Special Deal for Divorce Discourse Readers

I’ve asked for and received a special deal for you: you’ll get a 28-day free trial.

To get your free trial, do this:

1. Register for the 14-day free trial here.
2. Send an e-mail to owen@sweetprocess.com and mention our special code, “White Oak.”
3. That’s it. You’ll have 28 days to be sure SweetProcess works for you.

SweetProcess allows us to document our systems with text, photos, screen captures, and videos. We can turn each system into a checklist, and we can give everyone on our team access. Once your free trial runs out, you’ll find the fee of $19 per month more than reasonable. Of course, larger firms will pay a bit more. Be sure to check out the pricing page where you’ll find details of the migration service. SweetProcess will take your existing systems and input them for you. That’s what we did.

Watch the video I’ve posted below for a sense of how we’re using the product. It’s working for us. It’ll work for you.

 

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