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“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 Of...
ELEMENT 3 OF YOUR
BUSINESS PLAN
 BUSINESS OF LAW
 Marketing Plan & Strategy
 Acquiring Clients
 Competition
 Website
...
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
crimin...
MISSION/VISION STATEMENT
IS THERE WHERE YOU WANTED TO BE
THREE YEARS AGO?
WHERE DO YOU WANT TO BE IN THREE
YEARS
IT IS ...
ELEMENT 2: INFASTRUCTURE
 ALL GOOD BUSINESSES MUST HAVE A CLEAR STRUTURE
 INFASTRUCTURE
 Structure and Governance of your firm, if applicable
 ...
OFFICE STRUCTURE
 The Jones law firm shall be structured as follows:
 Jones-lead attorney
 Associate
 Per diem
 Attor...
Financial/management
review of your firm
 FINANCIAL REVIEW-LAST TWO TO THREE YEARS
 FINANCIAL PROJECTIONS-IF MAINTAIN ST...
Balance being a Business person
with 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?
 O...
HOW TO FIND TIME TO BE A
BUSINESS PERSON AS A LAWYER
 GET A HANDLE ON YOUR PRACTICE!
 TAKES TIME, EFFORT AND PLANNING
 ...
CASE SELECTION
 Case screening process-written initial intake
 Mechanism for immediate response
 Educating client-prepa...
MANAGING STAFF
 ASSIGNMENT OF TASKS AND TRACKING
 How to utilize staff
 Everything you do (almost) can be templated. Ne...
MARKETING
 HOW DO YOU MARKET YOURSELF?
 WHAT ARE YOUR SPECIFIC CAPABILITIES
 PERSONAL NETWORKING
 I will do three netw...
Great Web Resources
 http://apps.americanbar.org/lpm/lpt/articles/fi
n07071.shtml
 http://www.nycbar.org/small-law-firm-...
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Marketing Plan for Lawyers

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A continuing legal education seminar provided by New York attorney, Thomas J. Foley. This seminar discussed the issues presented to attorneys when starting up or running their own law firms.

Published in: Law
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Marketing Plan for Lawyers

  1. 1. “2016 Business Plan for Attorneys” PRESENTED BY: THOMAS J. FOLEY, ESQ. AND GARY PORT, ESQ.
  2. 2. SELECTED ELEMENTS OF A BUSINESS PLAN  ELEMENT 1: WHO YOU ARE AND WHAT YOU DO
  3. 3. 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
  4. 4. ELEMENT 3 OF YOUR BUSINESS PLAN  BUSINESS OF LAW  Marketing Plan & Strategy  Acquiring Clients  Competition  Website  Client Service
  5. 5. WHO YOU ARE AND WHAT YOU DO
  6. 6. 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……
  7. 7. 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
  8. 8. ELEMENT 2: INFASTRUCTURE
  9. 9.  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
  10. 10. 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
  11. 11. Financial/management review 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
  12. 12. Balance being a Business person with the practice of law
  13. 13. BUSINESS OF LAW  Marketing Plan & Strategy  Acquiring Clients  Competition  Website  Client Service
  14. 14. 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
  15. 15. HOW TO FIND TIME TO BE A BUSINESS PERSON AS A LAWYER  GET A HANDLE ON YOUR PRACTICE!  TAKES TIME, EFFORT AND PLANNING  NEED TO HAVE WRITTEN POLICIES AND PROCEDURES IN PLACE  NEED TO SPEND TIME EDUCATING STAFF, MEETING WITH STAFF AND MONITORING STAFF
  16. 16. CASE SELECTION  Case screening process-written initial intake  Mechanism for immediate response  Educating client-prepare client. You may not make every court appearance!  Fire the difficult client
  17. 17. 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
  18. 18. 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
  19. 19. Great Web Resources  http://apps.americanbar.org/lpm/lpt/articles/fi n07071.shtml  http://www.nycbar.org/small-law-firm- center/slf-resources/764-writing-a-business- plan

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