From marketing and management to documentation and tech,
if your business has a problem, we have a system to solve it.
Let’s face it –most law firms are flying by the seat of their pants.
You didn’t train to be an office manager, computer technician, or marketer, but unless you know how to systematize and streamline these parts of your business, you’ll constantly be working harder than you have to – seeing more of your desk than your family and spending more time doing paperwork than on the golf course.
The difference between a thriving practice and an office full of more stress than clients is systems.
The Academy’s 11 Essential SystemsTM are the time-tested frameworks we teach attorneys how to implement in order to build a thriving law firm and manage the demands that come with it.
There are proven processes you can use to make your business more efficient, effective, and profitable.
Following these steps can arm you with the tools you need to build a thriving law firm and manage the demands that come with it. Here’s the basics of what the 11 systems include.
1Strategic Planning System
The strategic planning system enables you to align your business with your personal values and build a blueprint for a practice that suits your desired lifestyle. Every business decision can be made with the big-picture in mind, with each choice helping you get closer to accomplishing your goals.
2Finance and Operations Management System
Law firm financial analysis is made easy with the finance and operations management system. You’ll get a better grasp of your firm’s financial picture and can seamlessly monitor and track financial operations without risking burning out or going broke.
3A Systems Approach to Leadership
There’s a difference between control and leadership and it’s important to understand what that is so you can inspire every member of your team. This system helps you create a firm culture that reflects your brand and best serves your clients. You’ll accomplish this crucial goal by focusing on your team’s unique abilities.
4Staff Accountability and Team Building
Putting the right people with the right skills in the right positions enables you to get the best results. This system will help you to build a team you can count on and ensure staff members take ownership of their expertise and are invested in the firm’s success.
5Comprehensive Technology System
The Academy’s comprehensive technology system enables you to leverage online and offline tools to save hundreds of hours drafting documents and managing your firm. With AAEPA’s proprietary software, all aspects of your practice management can be handled in one place from client communication to drafting comprehensive estate plans using up-to-date templates.
6Integrated Marketing and Public Relations System
This system enables you to tap into the power of multiple marketing channels to generate a steady stream of qualified clients. AAEPA’s proven marketing techniques help you reach and speak to clients where they are so you can establish your firm as a trusted resource.
7No-Stress Client Engagement System
Effortlessly leveraging each client relationship is easy with a proven stress-free client engagement system. With automated communication, strategic client initiatives, and pre-drafted letters, postcards, and tools, you can keep in regular contact with clients to encourage consumer action and drive repeat business and referrals.
8Efficient Workflow Systems
Efficient workflow systems enable you to draft, review and execute state-of-the-art estate plans that are up to date with all the required provisions. You can better service each client in less time and ensure the utmost in client satisfaction.
9Continuing Legal Education System
The American Academy of Estate Planning Attorneys imposes some of the industry’s most stringent continuing legal education requirements for Members. AAEPA makes it easy to fulfill those requirements by implementing a CLE system that enables you to stay on the cutting edge of effective legal strategies. You’ll also get immediate alerts when there are updates to the law and have our entire education department behind you.
10Ancillary Business System
Finding new customers is more challenging than leveraging existing client relationships. Ancillary business systems give you the tools and inspiration to make the most of your connections with existing clients to develop steady income streams and drive practice growth.
11Ongoing Mastermind System
Finally, Academy Members can participate in a community of like-minded attorneys. With the ongoing mastermind system, you can learn from your peers, pool your collective knowledge, and regularly hear from professionals about innovative new approaches to estate planning practice.
Learn More About What the American Academy of Estate Planning Attorneys Can Do For You
The Academy has helped countless estate planning lawyers implement these 11 systems to streamline their practices. As these systems help you plan your work and work your plan, your firm’s productivity and growth potential can reach new heights. You’ll feel a new sense of control, and you’ll be able to focus more time on client services while trusting that your business is thriving.
If you’re ready to take back control of your business and your life, check out what each of these 11 systems can do for you. You can also download our free information guide to learn more about how the American Academy of Estate Planning Attorneys helps each and every member make systems work effectively within their practice. Contact us today to learn more.