Law firm annual planning is how we scaled Sterling Lawyers to 27+ attorneys. Here's our exact process for planning growth.
Our law firm financial planning process starts with data - understanding your client acquisition waterfall, qualified lead cost calculation, and law firm close rates optimization to reverse engineer revenue targets.
Leadership team planning meetings bring your entire team together to review metrics, identify kinks in your system, and set quarterly rocks and goals that actually get done. The key insight from years of strategic planning for attorneys: less is more - fewer, focused goals with clear tracking through your law firm KPI dashboard will outperform ambitious plans every time.
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📄 CHAPTERS
0:00 - Law Firm Annual Planning: The "Less Is More" Philosophy
1:00 - Reverse Engineering Law Firm Revenue From Growth Targets
2:00 - Your Client Acquisition Waterfall: The Metrics That Matter
5:00 - Leadership Team Planning Meetings: Agenda Breakdown
20:51 - Why Fewer Rocks Win: The Prioritization Framework
22:11 - Breaking Annual Goals Into Quarterly Rocks That Get Done
24:00 - Making Strategic Planning Fun: Team Building and Safe Space
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