Hanging your Own Shingle  

My first job at a law firm was answering phones and overflow typing.  Like many before me, I had to pay my dues before I could be trusted to manage cases and client relationships.  Luckily, an experienced co-worker took me under their wing and taught me everything from the ground up.  Other than lawyer, I’ve sat in every chair and I’m very proud of that fact. Yet, I still consider every day an opportunity to learn, and I seek out opportunities to add to my knowledge base.  

What will you need to get started?   

1. High Trust Relationships. Surround yourself with individuals who are candid, authentic and hold you accountable. Hiring a part time person? Create goals, develop metrics around them, and share progress with every member of your organization, no matter how small you see their role. 
2. Case Management. A solid case management solution should help streamline your workflow, capture revenue, and keep your client’s data secure. Access from anywhere will be essential if you’re in court or on the go. 
3. Customer Relationship Manager – Are you really going to keep track of all of those calls on a yellow stickie? Work smart. Track who is sending business, know your return on investment, and continue marketing to your best leads. 
4. Online Accounting Software – Look for a solution with live, guided set up, that easily integrates with your other solutions. Don’t have time to do your own books or don’t even know where to start? Let us recommend a fractional CFO to jump in where you need help and kick start your process. 
5. Marketing – There’s a person within 100 feet of your home who can build a generic website. We can introduce you to legal industry marketing experts so you can select the right person for the job from day one. 
6. Phone App– Stop giving your clients your personal cell number! We can guide you to a phone app that fits your needs and works with the solution of your choice. You might even be able to ditch that old desk phone. Finally, room for your succulents! 
7. Office Tools – You’ll need a website, email credentials, word-processing software, spreadsheets etc. Do you know which ones work best with the case management solutions you are considering? 
8. Automation – Are you typing over old letters and pleadings? 1=3 Consulting, LLC, can help you select a software that will save you time generating documents so you can focus on revenue. 

1=3 Consulting offers simple guidance, no matter what stage of practice you’re in. Reach out to us today for a free consultation.