Planning Law Firms
Below are planning tips and resources to help implement them. Planning can achieve goals and reduce stress. Start planning with an annual assessment and then create goals like improving relationships, managing caseloads, and work/life balancing. Put your goals into action with planning tools like apps, audits, budgets, checklists, and diaries. Work on one goal at a time to avoid overwhelming yourself. Tips Budgets – prepare annual budgets and monitor them monthly. Calendars – try calendaring apps to record appointments, notes, and deadlines. Checkups – use checklists and to-do lists to create action plans for cases and clients. Plans – create plans and periodically review them to identify areas for improvement. Technologies – use apps and software to perform routine tasks. Analog Tools Audits – Firm and Individual . Budgets - Operating , Cash Flow , and Capital Expenditures . Calendars and Diaries - Amsterdam , At-a-Glance , Day-Timer , Moleskin , and Per Annum .