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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2023 Legal Trends Report
Understanding the rapidly evolving legal landscape and adapting your firm according to changes in the industry is a critical part of planning. Read about the latest trends impacting the industry and find out where your firm might be falling short.
Read the Report
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Law Firm Financial Management: A Guide for Lawyers
Thriving firms know how to predict and plan for revenue growth. In this guide, learn why building a sustainable financial plan is important and how you can create and implement one at your firm.
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 three resources can help you formulate your roadmap for growth:
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![Firm Plan for 2024 - Step 2 - [Webinar] How to Tackle Annual Planning for Law Firms](https://www.clio.com/wp-content/uploads/2023/11/Clio-Manage_NA_Firm-Plan-for-2024-Step-2-Image-1-550x330.png "Firm Plan for 2024 – Step 2")
[Webinar] How to Tackle Annual Planning for Law Firms
What separates a good business strategy from a bad one? In this webinar, find out how you can build the right plan for your firm and align your team around a shared vision, objectives, and business goals.
Register Now
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Law Firms Strategic Planning: A Guide
What separates a good business strategy from a bad one? In this webinar, find out how you can build the right plan for your firm and
Read article
align your team around a shared vision, objectives, and business goals.
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Free Business Plan Template
Whether you’re starting a law firm or developing a plan to grow an existing firm, it’s important to document your goals and how you’ll achieve them. 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.
Here are three useful resources to get you to the finish line:
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Managing Change at Your Law Firm
Having a plan for growth is one thing, but implementing the change needed to get there comes with its own set of challenges. From instituting the right technology and processes to getting buy-in from other members of your firm, the importance of change management can’t be overlooked. This guide can help.
Learn More
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[On-demand Webinar] Organizing Your Firm: Tips to Get Your Everyday 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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How to Automate Your Law Firm
Want to boost productivity and profitability at your firm? Automation is a powerful means to save time, improve efficiency, and reduce the risk of error in your most routine administrative tasks—especially when it comes to your document preparation workflows. Find out how your firm can benefit in this helpful guide.
Download guide
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Be ready for 2024 with Clio
Clio makes it easier than ever to manage and grow your law firm. We’re helping firms prepare for the new year with our End of Year Bundle, a special, limited-time offer featuring perks and special discounts. All you have to do is sign up for Clio by December 31.
Learn more