Practice Management Systems Every Law Firm Needs

Practice Management Systems include everything from answering the phone a specific way to producing a highly customized legal document for a client and everything in between.

The Academy breaks Systems for an estate planning law practice down into a variety of areas outlined in the Academy’s Manual called “Practice Building Handbook.” This important handbook along with the Ad and Direct Mail Library and the Integrated Marketing Guide are the cornerstones of support in launching systems in the following areas:

1: Planning for Success – Including Strategic Planning Approach and Coaching, Financial Analysis, and Marketing Calendar

2: Estate Planning Law Firm Strategic Staffing Guide – with Team Member Handbook Template and Employment Law Information for Your Firm

3: Reception, Administrative Support and Telephone Procedures – Training Guides for Front Desk & Admin Set-Up

4: Conducting Effective Meetings – Which Meetings Can You Skip and Which Are Absolutely Necessary

5: Office Set-Up Tips - Office Set-Up & Moving

Often Marketing is thought of as the most important function in your practice because if you have nobody to talk with about your services, it doesn't matter how much substantive knowledge you have, how many years of experience, how up-to-date your software and hardware is and how fabulous your office looks! It takes “marketing” to keep clients and consumers in your community abreast of changes in the law, as well as educates them about the importance of creating or maintaining an estate plan.

The Academy's original model started with marketing support and training for estate planning law firms. The number of tools and programs along with the amount of advice and coaching available to members is overwhelming. Much of the coaching is centered around which tools to start with, how to organize your approach and measure the results.
For a complete list of Marketing materials and tools available contact info@aaepa.com.

1: Tracking Your Results – Using CounselPro Reports

2: Seminar Planning – Whether endorsed, private, public or educating professionals the Integrated Marketing Guide spells out each step

3: Seminar Presentation Tips Module

4: Day of Seminar Preparation

5: Post Seminar Follow Up

6: Expanding Your Practice

1: Initial Consultation – Basic and Advanced Training is Available

2: Post-Retention Workflow (Document Production) - Update on Ethics Cases & Panel Discussion On Client Files

3: Final Signing Meeting – Including information on preparation of Trust Documents for Signing and Training a New Paralegal

Be sure to review the many other public relations, marketing and practice building tools on the Systems Page and don't forget to ask a member about the tools they use with the most success in their area.