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Guide

The Legal Practice Success Planner for the Year Ahead: Your Guide to Total Control

What’s Inside?

The life of a legal professional is a full one, and planning ahead can be easier said than done. However, strategically approaching the year ahead will make sure your firm starts off on solid ground.

Reports indicate that firms with a structured annual plan outperform those that don’t have one. According to the American Bar Association, firms that use consistent planning practices see up to a 20% increase in their overall productivity.

A successful practice uses goal setting, budgeting, workflow optimization, and preparation for sudden industry changes. This guide serves as a starting point for your legal practice planning efforts. We’ve provided detailed templates and a step-by-step process you can follow as a firm leader. Use it to plan and set goals, create a budget, and find your strengths and weaknesses to improve workflows. 

Download this guide to learn The Legal Practice Success Planner for the Year Ahead: Your Guide to Total Control.

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What Happy CosmoLex Users Are Saying...

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There isn’t anything I don’t like. Easier timekeeping and keeps the books straight because they have to match up…we switched because it includes bookkeeping and timekeeping in one program.

Rebecca Norton | On Point Legal, Louisiana

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We needed to find an alternative solution to PCLaw, as we were moving to a cloud-based system. It appeared the employees at CosmoLex had more experience in migrating the data from PCLaw to CosmoLex.

Andrea C. Kryszak | Kryszak & Associates, Co., LPA

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Using a third-party platform for accounting didn’t make sense anymore…conflict check approach is good and I like the ability to handle my accounting within the case management software.

Andy Patzig | Patzig Law

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