Marketing Plan for Lawyers
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Transcript of Marketing Plan for Lawyers
“2016 Business Plan
for Attorneys” PRESENTED BY: THOMAS J. FOLEY, ESQ. AND GARY PORT, ESQ.
SELECTED ELEMENTS OF A BUSINESS PLAN
ELEMENT 1: WHO YOU ARE AND WHAT YOU DO
ELEMENT 2 OF YOUR BUSINESS PLAN
INFASTRUCTURE Structure and Governance of your firm, if applicable Legal Services Offered Administrative Management Plan Personnel Accounting Software Systems Location and Security Insurance Portfolio Financial management/review
ELEMENT 3 OF YOUR BUSINESS PLAN
BUSINESS OF LAW Marketing Plan & Strategy Acquiring Clients Competition Website Client Service
WHO YOU ARE AND WHAT YOU DO
YOUR LAW FIRM’S LEGAL IDENTITY
LEGAL ORGANIZATION-LLP., LLC, etc. FIRM DESCRIPTION: The Jones law firm
provides criminal defense legal services to individuals charged….
MISSION STATEMENT: At the Jones law firm, we believe that……
MISSION/VISION STATEMENT
IS THERE WHERE YOU WANTED TO BE THREE YEARS AGO?
WHERE DO YOU WANT TO BE IN THREE YEARS
IT IS NEVER TOO LATE TO MAKE CHANGES AND ADAPT
ELEMENT 2: INFASTRUCTURE
ALL GOOD BUSINESSES MUST HAVE A CLEAR STRUTURE INFASTRUCTURE
Structure and Governance of your firm, if applicable Legal Services Offered Administrative Management Plan Personnel Accounting Software Systems Location and Security Insurance Portfolio
OFFICE STRUCTURE
The Jones law firm shall be structured as follows: Jones-lead attorney Associate Per diem Attorney/colleague association-coverage
Write out the job responsibilities Goal for 2016-more or less staff
Financial/managementreview of your firm
FINANCIAL REVIEW-LAST TWO TO THREE YEARS
FINANCIAL PROJECTIONS-IF MAINTAIN STATUS QUO
REVENUES BY MONTH FOR THREE YEARS BALANCE SHEET CASH FLOW STATEMENT
Balance being a Business personwith the practice of law
BUSINESS OF LAW Marketing Plan & Strategy Acquiring Clients Competition Website Client Service
WHAT IS MY BUSINESS MODEL
STARTS WITH AN ANALYSIS OF YOUR CURRENT MARKET
What is the current business environment? Opportunities Threats Competition
POSSIBILITY OF OTHER MARKETS
HOW TO FIND TIME TO BE A BUSINESS PERSON AS A LAWYER
GET A HANDLE ON YOUR PRACTICE!TAKES TIME, EFFORT AND PLANNINGNEED TO HAVE WRITTEN POLICIES AND
PROCEDURES IN PLACENEED TO SPEND TIME EDUCATING
STAFF, MEETING WITH STAFF AND MONITORING STAFF
CASE SELECTIONCase screening process-written initial
intakeMechanism for immediate responseEducating client-prepare client. You may
not make every court appearance!Fire the difficult client
MANAGING STAFF
ASSIGNMENT OF TASKS AND TRACKING How to utilize staff Everything you do (almost) can be templated.
Need to live by this philosophy and plan. Training staff is key How to monitor progress-Case management
software/spreadsheet
MARKETING HOW DO YOU MARKET YOURSELF?
WHAT ARE YOUR SPECIFIC CAPABILITIES
PERSONAL NETWORKING I will do three networking events per week.
MARKETING-CONTENT I will post weekly video blogs; I will draft weekly blog content; newsletters; All new contacts will be tracked
Great Web Resourceshttp://
apps.americanbar.org/lpm/lpt/articles/fin07071.shtml
http://www.nycbar.org/small-law-firm-center/slf-resources/764-writing-a-business-plan