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OUR SOLUTION TOOLBOX

THE LAW BUSINESS HEALTH SURVEY

We offer a comprehensive, cost-effective survey that gathers data directly from partners on strategic, operational, and partnership needs. The resulting report provides a clear snapshot of your practice, identifying strengths, needs, and prioritisation areas.

 

TAILORED SOLUTIONS

We can assist in implementing action plans with ongoing support, helping you reach your goals through various tailored initiatives.  According to needs, these initiatives may include:

  • Customised Workshops

    • Helping you in assessment of needs and addressing these through workshops, coaching and materials​.

  • Collaboration Program

    • Moving mindsets from silo to collaborative behaviours​

    • Uncovering roadblocks and putting into action effective plans that support the change of practice to one of collaboration.

    • Workshops, course materials, coaching, implementation and ongoing help to ensure continuation of collaborative behaviours.

  • Profit Share Arrangement Program

    • Aligning profit share arrangements with the firm’s strategic goals is crucial. When done right, it drives positive partner behaviours, encourages collaboration, and ultimately contributes to long-term success.

    • Workshops, course material, help with getting partners on board, designing and assigning metrics to achieve the type of practice you want.

  • Market Analysis

    • Designed to equip law firm partners with practical tools and techniques to conduct effective market analysis, enabling them to make informed decisions about expanding services, targeting clients, and positioning the firm in a competitive landscape.

    • Goals include:

      • Identifying client needs and industry trends.​

      • Recognising competitors; strengths and weaknesses.

      • Assessing opportunities for new or expanded services.

      • Aligning firm strengths with market demands.

  • Client Engagement​

    • Help in getting to know your clients better and bettering your relationships for improved instructions, increased loyalty and referrals.​

    • Methodology to develop relationships through developing a deeper understanding of their core drivers and concerns and developing a service style that suits their needs and align them closely to your practice across teams.

  • Partner Retreat Facilitation

    • Helping you assess your needs for addressing at your retreat​

    • Development of programs

    • Helping you get action plans and implementation of these in place

    • Workshops designed to your specific needs

  • Coaching

    • In groups or one-on-one.  Designed to help across all aspects of the Business of Law​.

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  • Programs designed to your needs

    • We can design specific programs including workshops and course materials to address your firm's requirements​.

  • Articles and workbooks

    • We have many already on a number of subjects​

    • We can design these specifically to your needs

  • Supporting materials such as Policies and Procedures developed for your practice.

  • On call support for advice and to keep you on track towards implementation of goals and going forward.

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  • Job Descriptions and KPI’s

    • for all law firm roles from equity and salaried partners to solicitors, legal executives, management, and support.

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  • Strategic Planning 

    • Where to next - helping assess needs across the practice​

    • Helping develop plans and actionable steps to achieve your goals

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  • Successful Succession Planning

    • From identification of successors to ensuring they are fully trained and supported to grow their careers in your practice​

    • Working with partners to train partnership successors in how to be business owners and transfer institutional and client knowledge to ensure successful transition of clients and responsibilities.

    • Looking at various incentivisation structures to encourage retiring partners to pass on their knowledge and clients.

  • Organisational Structuring

    • We help develop a business organisational chart with full KPI's, for those heading these responsibilities, managing teams and working with others to achieve key goals for the practice.  This covers strategic level, operational and support.  It is designed to have checks and balances ensuring you succeed at all levels, gaining accountability and full implementation of needs.

  • Mentoring the Mentor Program

    • It's not every partner's forte, so we've designed workable programs that help partners to develop and train their teams for the overall benefit of the practice and those that work within it.  ​

  • Conflict Resolution​

    • At times, we all have differences of opinion and can spin out in different directions.  To get back on track, we work with partners to uncover problems and roadblocks, and work towards getting things back on track.​

We will tailor a customised solution ($POA) to support your business needs.

This process is illustrated below. 

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Unlock your Law Firm's Potential: The Law Business Health Survey

Welcome to the ultimate solution for law practices aiming for excellence. Our innovative tool provides a comprehensive evaluation of your firm’s performance in strategy, client relationship management, marketing, people management, leadership, and succession planning. With detailed insights and customised improvement suggestions, you'll identify strengths, address weaknesses, and implement strategic enhancements. Elevate your practice with actionable data and expert guidance tailored to your unique needs. Achieve new heights of efficiency, client satisfaction, and overall success.  With the results, we can support you in developing innovative and workable solutions that will help your firm to thrive. 

We explore key factors for effective and sustainable planning and in understanding the drivers of each owner

BUSINESS ECOSYSTEM

Understand your business is an interconnected ecosystem of factors.

ENGAGING OWNERS

Understanding partner motivations ensures successful collaborative growth

UNCOVERING PERSPECTIVES

Expert analysis fosters trust, innovation, and informed decisions

ASSESS OPERATIONAL EFFICIENCIES

Business audits uncover inefficiencies, reduce costs, enhance performance.

The tool

Getting the pulse of your law practice

Try our shortened demo version of The Law Business Health Survey to get the feel of the tool and a sample report based on your answers.

Features

The Law Business Health Survey Tool Features

Increase Profit Margin

Optimise your resources and streamline operations to boost profitability. Our tool identifies key areas where cost savings and revenue enhancements can be made.

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Customised Reports

Receive tailored reports that address your firm's unique development needs in each business domain. These personalized insights ensure targeted and effective improvements.

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Save Time Understanding Business Improvement Areas

Spend less time analyzing and more time acting. Our tool quickly highlights critical improvement areas, allowing you to focus on implementing effective solutions.

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Objective and Evidence-Based View

Gain an impartial and data-driven perspective on your firm's performance. Our assessments are rooted in objective analysis, providing a reliable foundation for strategic decisions.

The Law Business Health Survey Process

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 Pricing

THE LAW BUSINESS HEALTH SURVEY PRICING

Our prices are set out below for participation in The Law Business Health Survey for Law Partnerships. The price includes providing you with the extensive report and recommendations based on your results. We also provide a personal overview of the report to your partnership.   

TAILORED SOLUTION PRICING - $POA

Talk to us for the cost of a tailored solution for your practice.  Solutions may include such services as coaching across the gambit of partnership, strategic and operational advisory services, workshops, meeting and seminar facilitation, strategic planning facilitation, training, HR services,  virtual and in-house management contracting, partnership hires or materials that support your business needs.

THE LAW BUSINESS HEALTH SURVEY PRICING

Less than 5 Partners

$7,000 (excl)

Includes:

Comprehensive survey across your firm

Identification of where Partners align/differ

Identify strengths, needs and priorities 

High level action plan for priority areas

Review of results with Parthership

5-9 Partners

$8,500 (excl)

Includes:

Comprehensive survey across your firm

Identification of where Partners align/differ

Identify strengths, needs and priorities 

High level action plan for priority areas

Review of results with Parthership

10+ Partners

$10,000 (excl)

Includes:

Comprehensive survey across your firm

Identification of where Partners align/differ

Identify strengths, needs and priorities 

High level action plan for priority areas

Review of results with Parthership

Our Team.

We have combined experience and expertise to provide a robust and practical tool.

Karen Courtney

Managing Director

027 729 6023 - karen@businessoflaw.nz

Karen has spent the majority of her career in supporting Legal Practices across the spectrum of their businesses.  This has included significant work with partnerships to help improve their cultures, their operations, and in developing workable strategies that have agreement and impetus. 

With significant experience in partnership alignment and lateral partner hires, she realised that many firms needed considerable support in communications between partners and in gaining an understanding of the drivers, and thoughts of individual partners.  Many partners were coming to see her when matters had gone too far within their existing situations and this lack of alliance with their current partnerships meant that they were now seeking new ventures.  It has been her mission to improve that situation for individuals and firms. 

In achieving healthy and functioning partnerships, and in understanding all key viewpoints across all avenues of the business and individual drivers, this sets the tone for a healthier and highly functional and profitable business.  This in turn gains support and buy in from staff, higher engagement and attraction for great recruits.

The Legal Health Survey has been a key tool which has been developed to support gaining in-depth insight from the stakeholders and senior management across the Partnership, Strategies, Operations and Culture.  It is designed to not only gather data from partners that provides their thoughts on each aspect of the practice, but gives insight into priorities and needs, helping you with ongoing planning and in gaining agreement and collaboration.

Karen’s has extensive coaching and management experience in the legal sector and will review with you the results of your reports, planning and supporting forward actions that are identified.

Organisational Psychologist

Peter Carswell

027 419 1663

Dr Peter Carswell  is an accomplished organisational psychologist with 25 years of experience in the field. Much of this time has been dedicated to working with professional services firms, where they have honed their skills and developed a deep understanding of the unique challenges and opportunities within this sector.

Throughout his career, Peter has focused on helping organisations improve efficiency, leadership, teamwork, and communication. By applying evidence-based strategies and a tailored approach, they have successfully guided numerous firms towards achieving their operational and strategic objectives.

A key area of Peter’s expertise lies in measurement and reporting. He has a proven track record of implementing robust systems that provide valuable insights into organisational performance. These insights enable firms to make informed decisions, drive improvements, and achieve sustainable success.

Peter’s commitment to excellence and his ability to foster a culture of continuous improvement has made him a trusted advisor in the professional services sector across Australasia. His comprehensive approach ensures that organisations not only meet their goals but also build a strong foundation for future growth.

Our articles on how to help you strengthen your business

Fostering Collaboration Amongst Law Firms

Collaboration amongst law firm partners is essential to help drive the success of a practice.  Many people however operate in silo structures rather than leveraging the collective expertise and resources available throughout the practice.  This article discusses some of the strategies for encouraging partners to work together and embrace a collaborative approach.

Successfully Navigating Downturns for Professional Service Firms

The market is cyclical and when one area is busy, others are not.  Particularly in times of market volatility, professional service firms face unique challenges that require strategic and proactive responses.  Link to this article to find out more about how to navigate these challenges successfully.

The Significance of Profit Allocation in Legal Services and its Impact on Business Operations

The distribution of profit to equity holders within law firms holds considerable importance, as it directly influences the behaviours and motivations of its members.  This article discusses the alignment of profit share with business objectives and fostering long-term viability.

Bonuses and Rewards that Motivate Performance in Professional Service Practices

Incentivising staff to connect with what motivates them to foster long-term commitment and high performance is a challenge.  This article discusses ways to tailor incentives to support various drivers to ensure that staff thrive and contribute to the firm in a meaningful way.

Beyond Billable Hours – The Hidden Value of Recording Non-Billable Time

Recording billable hours have been a standard in law firms for a long time.  Even when providing other pricing options to clients, many still keep an eye on time recording to ensure that they are maintaining profitability.  It is equally important to not discount the value of recording non-billable time which provides tremendous worth to the business.  The insights gained from this practice is highly valuable to the business.  Read here to find out why these activities are worth recording.

The Real Cost of Author Turnover

Whilst it is to be expected that there will be a degree of turnover and change in fee earning staff in any business, it is worth reviewing what the actual cost of losing good staff is and how to mitigate the loss of people. 

How You Can Develop a Good Culture

A firm culture reflects the day-to-day experiences and behaviours within a business reflecting both good and bad.  This article discusses steps to define and foster a culture that can help achieve a desirable environment that has alignment from partners and staff.

Successful Succession Planning

Succession planning is a vital component for the longevity and strength of any business.  To ensure long term sustainability, it is crucial to establish a clear vision and strategy.  This article discusses the importance of careful planning.

Navigating Retirement of Partners

Retiring from a law partnership presents unique challenges and considerations.  This article discusses ideas on traversing this significant transition.

The Power of Well-Structured Leverage

Efficient use of resources is key to driving profitability and scalability in any practice.  Leverage in its many forms allows firms to maximise resources and improve efficiencies.  This article delves into different types of leverage and the significant advantages they offer when utilised effectively.

Planning for Partnership Stratey Meetings

To ensure strategy meetings or retreats are effective and result in clear, actionable plans, it is essential to thoroughly understand the issues that need addressing beforehand. Proper preparation allows the meeting agenda to focus on specific needs rather than merely identifying problems without solutions. This article discuss how to do this, and provides a worked example using the area of ‘improved market share’ as a focus.

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