If you’ve been reading our posts on the 11 Essential Systems, then you know that they all revolve around the idea of “working on the business” instead of in it, a philosophy we live by at the Academy.
But for this particular system in our Essentials list, you’ll need to wear that technician hat that you love so well, so go ahead and put it on.
Having created systems to manage your marketing, your documents, your workflow and your staffing, you should now find that you have much better control of how you spend your time.
And that’s a good thing.
Because that means you have more time to devote to doing what you really love – being a lawyer.
But to do that effectively, you need a system.
Yes, a system.
In order to produce stellar legal documents for example, you need access to the latest legal developments and strategies in estate planning. You should have access to top experts in tax, trust, elder law and entity planning – experts that you can call at any time to discuss estate planning issues.
You need a regular CLE program, one that includes training with the same experts who drafted the documents contained in your assembly software.
You need access to the best legal language so that your documents are always cutting edge.
And when you have systems in place for these things, your work product improves. Trust companies point to your documents as the finest in the community and your firm becomes the firm for others to model.
Then, and only then, will you wear that technician’s hat effectively. And it’s then that you’ll be reminded of why you love to practice law.
President & Co-Founder
American Academy of Estate Planning Attorneys, Inc.