The Secret Plan To Launch Your Firm Into 2024: Systems

Watch the YouTube version of this episode HERE

Do you know how many softwares and subscriptions your firm is using? In this episode of the Maximum Lawyer Podcast, Jim and Tyson discuss the importance of implementing systems in law firms. This is part four of a five part series where Jim and Tyson help firms launch in 2024.

Jim and Tyson delve into the best ways to systemize firms. A lot of firms spend money on softwares and subscriptions to help with workflows and organization. But, some firms are spending too much on duplication or systems that are no longer helping the firm succeed. A great tip is to do an inventory of all the softwares that your firm uses and think about what can be removed. Another thing to do is keep track of renewal dates. Maybe there is a software that has a renewal date on January 1 and you realize you no longer need it. Go ahead and cancel that to save your firm money in the New Year.

Tyson shares the importance of coming up with a process for system checks. There can be times where something goes wrong that you are not aware of. Are your birthday texts being sent to clients? Are your monthly newsletters going out? Make it a habit (maybe once a month) to go in and check systems to make sure they are functioning properly. 

Take a listen!

00:45 Discussion on the importance of systems

2:05 Advice on reviewing and assessing software subscriptions and monthly expenses

3:22 Ensuring that all systems and processes in the law firm are functioning properly

Tune in to today’s episode and checkout the full show notes here.

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