Strategic Planning
“You don’t rise to the level of your goals, you fall to the level of your systems” ~ James Clear. How do you create the right systems? The first step is building out a solid strategic plan. When you go through a strategic planning process with LBO, we dig in deep to learn about the partners, the firm, and its trajectory.
We then create a three year plan that includes:
- Mission
- Vision
- Values
- Financial Goals
- Operational Goals
We then partner with you over the course of a year to create accountability and tweak the plan as life happens.
Legal Back Office is your partner for growth in the legal industry.
Starting a New Law Firm
Getting started takes a lot of work.
We can help you with:
- Strategic Planning
- Transition & Start-up Administration: Drafting transition letters, tracking letter responses, and more.
- Marketing Planning: Brand/Logo, Website design, marketing strategy, social media set-up, and more.
- Software Research and Implementation
- Case Management, Billing, and Intake Systems.
- Accounting Systems & Software Setup
- Attorney & Staff Recruiting
- Office Location Scouting and Opening
- Compensation Structures
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Transitioning A Law Firm
Adding a lateral or equity partner, splitting up partnerships, or acquiring a firm.
- Strategic Planning
- Transition & Start-up Administration: Drafting transition letters, tracking letter responses, and more.
- Marketing Planning: Brand/Logo, Website design, marketing strategy, social media set-up, and more.
- Software Transitions: Adding new clients and matters.
- Accounting Systems & Software Setup
- Business Valuation: New firm or lateral partner book of business.
Law Firm Growth Strategy
Practice area expansion, geographic growth, revenue growth, and more.
- Strategic Planning
- Capital Investment Strategy
- Financial Modeling
- Data Analysis
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