Step 1: Analyze where you are
Understanding how your firm is doing compared to others in the market is an important step in the planning process.
Here are three resources that can help:
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2024 Legal Trends Report
Clio’s recent Legal Trends Report reveals that thriving firms are those that can accurately predict and plan for revenue growth. Use the data and insights shared in this research to benchmark your firm’s performance and identify areas of improvement.
Read the Report
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Mastering Financial Management
Achieving success starts with understanding how to plan and prepare for growth, no matter your role. This guide breaks down why creating a sustainable financial plan is essential and offers practical steps to help anyone contribute to building and implementing one in their organization. Whether you’re leading charge or supporting the team, this resource is for you!
Read article
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Legal Rates Calculator
Pricing your legal services can be difficult without an understanding of what market norms are. Use our Legal Rates Calculator to find out what firms within your state and practice area are charging to ensure you remain competitive.
Benchmark your rate
Step 2: Build your plan
To achieve the goals you want, you need a plan.
These resources can support formulating your roadmap for growth:
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Harnessing Trends and Technology for Success
Your firm’s success depends on having the right plan—let us help you build it! In this video, learn proven strategies to align your team, drive progress, and effectively measure your firm’s progress against firm goals.
Register Now
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Strategic Planning: A Guide for Law Firms
In this article, discover how to create an effective plan for your firm and unite your team around a shared vision and clear objectives.
Read article
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Free Business Plan Template
It’s important to document your goals and your action plan to achieve those goals. To make it easier, we’ve created a simple-to-use business plan template for your law firm.
Download template
Step 3: Implement changes successfully
It’s time to take action.
Now that you’ve planned, you can use these resources to get you to the finish line:
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Smarter Practice, Better Results: AI for Law Firms
Whether it’s speeding up in-depth legal research or automating repetitive tasks, AI is a game-changer for modern law firms. See how lawyers can take advantage of AI and improve their practice.
Learn More
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[On-demand Webinar] Organizing Your Firm: Tips to Get Tasks Done Faster
Is disorganization dragging your firm down? You’re not alone. Many firms are feeling the effects of disorganization through lost productivity, missed deadlines, and frustrated clients. In this webinar, learn easy-to-adopt strategies to help your firm stay organized in a paperless, secure system.
Watch Video
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Navigating Change: A Guide for Law Firms
Growth demands a holistic approach blending strategic planning, financial analysis, and change management. Clio provides essential tools for market assessment, rate benchmarking, and strategy development. This guide can help.
Download guide