Below is a list and description of the complete suite of tools that can be found on your membership CD.
Strategy & Profit Improvement Tools
Strategic Planning Checklist - The most profitable lawyers we meet have added additional services, such as, Financial Services. This checklist will help you focus on your future.
Retirement Calculator - Work out precisely what each partner needs to invest annually in pensions, investments and/or property to ensure a comfortable retirement.
Mortgage Calculator - a model designed to assess whether you are paying too much interest on the cost of borrowing (both personal and business).
Practice Objectives - This model will help you focus on a five year profit plan. You are also provided with a strategic plan document template for your practice.
Strategic Plan – Use this template to produce your firm’s strategic plan.
Twelve Month Profit Improvement Plan - an outstanding “what if” excel based programme to help you focus on charge-out rates and fee earner utilisation. This tool will also help you focus on setting and monitoring key internal benchmarks.
Practice Management Tools
Partners Meeting Agenda - to help focus on the big issues and not get consumed by the small stuff.
Setting Internal Benchmarks – this tool will allow you to measure key internal information on a regular basis.
Daily E-flash Report - allowing partners to get a daily summary of hours charged by each fee earner and the related production value - a great monitoring device.
Staff Performance Standards - allowing annual targets to be agreed and monitored.
Marketing your Practice
14+ NEW Marketing Letters - Win new assignments, generate more challenging work and build client goodwill with this group of marketing letters. 14+ Brand New Marketing letters will help you market your services.
Making a Presentation – A useful document for the preparation of a presentation.
Example PowerPoint presentation – An example PowerPoint presentation template.
Seminar Planning Checklist – A checklist to cover all aspects of planning a seminar.
Lifetime Value of a Client – Use this worksheet to estimate the lifetime value to your organisation of a typical client.
Financial Planning Questionnaire – Use this template for all clients to enable staff to cross sell services to clients.
Saying Thank You – A sample thank you letter.
Reception Slideshow - A PowerPoint slideshow that can sit on a PC in your reception area, showing your clients the range of services you offer. This is a great marketing tool that lets your clients know that you can offer them more than just standard services.
Client Satisfaction Review – A sample template to survey a client’s satisfaction of your firm.
Public Relations –
Sample Job Advertisement – Two sample adverts for hiring a Marketing Coordinator.
Marketing Coordinator – A job description for the position of a Marketing Coordinator.
Thank You Letters – Sample thank you letters.
