We’re in this together.
When you join the Academy, you get more than powerful systems and software. You get the support of a community that’s been where you are.
Business Coaching
Trying to grow a business, care for clients, and keep up with industry changes can be impossible and overwhelming. With the Academy in your corner, you’ll never have to go it alone. You’ll be paired with a Practice Building Coach (PBC) who will help you assess your goals, devise a plan of action, and ensure you stay on course. They’re your personal guide to taking full advantage of the Academy’s resources.
Get ongoing assistance with:
- Business Strategy
- Marketing Plans
- Leadership & Management
- Hiring & Training
- Monthly & Yearly Financials
- Academy Resources
Marketing Tools & Training
Reach your community & grow your client base.
Growing your client base doesn’t have to be a struggle. We give you everything you need to build a marketing plan that works – no crossed fingers necessary. You’ll earn referrals and generate interest in your community.
Our time-tested, high-converting presentations, private and public seminars are yours to use whenever you need them.
Our marketing systems include:
- 400+ customizable letters, postcards, inserts & ads
- Presentation-ready slides, scripts, handouts and reports
- Professionally designed website & search engine optimization*
- Personalized coaching for use and follow-up
Estate Planning Software
Make documentation & management a breeze.
Our CounselPro™ software takes the headaches and time-wasters out of every part of your business – from document creation and marketing to ongoing customer relationship management. With CounselPro™, client estate plans are easy to create, deliver and customize, so you can spend less time staring into a monitor and more time helping your clients.
- Customizable, comprehensive docs
- Includes 300+ pre-written contact letters
- RLTs, ILITs, FLPs, CRTs, SNTs & more!
- One-click marketing & management reports
- Automatic updates keep provisions current
- Online installation, training & follow-up support
Continuing Legal Education
Get insights you can apply immediately.
As an Academy Member, you’ve got an entire Education Department committed to keeping you sharp. But it’s not just about staying current – we’ve got your back in other areas, too!
You’ll be given systems, tactics, and tools you can use to grow your business, improve client care and overcome obstacles as you build a practice you’re excited about and a lifestyle you love.
- Academy Summits & Discover Day Boot Camps
- Email Updates on Vital Industry Issues
- Over 1,000 Members-only resources
- Frequent Webinars on Timely Topics
- Educational Department Q&A
Collaborative Community
Network, learn & grow with the best in the field.
Imagine being able to talk openly with attorneys about legal strategies, marketing tactics – even law firm financials, goals, and results. At the Academy, that’s your new reality.
Every Member has their own exclusive territory, so they’re free to share their experience, open their books and discuss what’s working. You’ll meet a nationwide network of experienced mentors and like-minded friends who actually celebrate your success.
