Strategic Planning
Get ready to Grow!
“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.

Law Firm Strategic Planning Services with LBO include help with:
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
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
of 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
Want to talk?
Schedule a free consultation today and take the first step towards business growth for your firm.