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Staffing Solutions
Law Firm Training
Consulting
Events
Resources
- Books
- Podcast
- Blog
- Ai Playbooks
- Free Tools
Testimonials

Staffing Solutions
Law Firm Training
Consulting
Events
Resources
- Books
- Podcast
- Blog
- Ai Playbooks
- Free Tools
Testimonials

Staffing Solutions
Law Firm Training
Consulting
Events
Resources
- Books
- Podcast
- Blog
- Ai Playbooks
- Free Tools
Testimonials

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Staffing Solutions
Law Firm Training
Consulting
Events
Resources
- Books
- Podcast
- Blog
- Ai Playbooks
- Free Tools
Testimonials

Staffing Solutions
Law Firm Training
Consulting
Events
Resources
- Books
- Podcast
- Blog
- Ai Playbooks
- Free Tools
Testimonials

Law Firm Analysis Tool

This tool helps a law firm understand how they compare to their peers.

Years In Practice

Practice specialty area / focus

Bankruptcy

Business Litigation

Business Transactional

Civil Litigation

Criminal Law

Estate Planning

Family Law

I’m a generalist

Immigration

Insurance Defense

Personal Injury

Social Security Disability

Tax Resolution

Veterans Benefits

Workers Comp

First Name

Last Name

Email

3. If you accept hourly billing or flat fee work, what do you charge?

Number of Attorneys

Number of Partners

None

1

2

3+

Number of employees (FT/PT)

Part Time Employees

0

1

2-5

5-10

11+

Full Time Employees

0

1

2-5

5-10

11+

Does your spouse work in the business with you?

Yes

No

Number of clients retained/served in the past 12 months

Which area(s) would you like to most improve right now? (check all that apply)

Obtain personal time

Develop a plan to retire

Make more money

Generate New Leads

Schedule more initial consultations

Retain more clients

Increase my referrals

Make more profit

Manage the case matter

Improve staff efficiency

Quality of staff

What have you tried to do in the past to improve your practice results?

How would you describe the health of your practice?

How familiar are you with the inner-workings of your firm's finances?

I have no idea, I’m not very good, nor do I like numbers.

My CPA provides me with that information

I’m familiar, but not an expert.

I know my firms financials!

Firms Total Revenue Last Year ?

How does that figure compare with prior years?

About The Same

Higher

Lower

Tell us about your marketing and sales process

What is the average number of new leads per month?

What is the average number of initial new consultations per month?

What is the average number of initial new clients per month?

What is the average dollar value of a new client?

What methods do you use to communicate with your new potential clients?

What is your realization rate for invoices to clients? (Total money received divided by total invoices billed)

Marketing and sales process Continued

What percentage of your clients comes from referrals?

Describe how are you currently attracting potential new clients to the firm.

How well do you track your marketing?

No tracking

Some Tracking

I Know My Numbers In Detail

Law Firm Intake
Initial Consultation and Closing Training
Law Firm Staffing
Law firm Consulting

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First Name

Last Name

Email

Phone

Primary Practice Area*

Street Address

Suite #

City

State

Zip