Course Description

It’s hard to figure out everything that needs to happen for your practice to run effectively, and efficiently (i.e. technology, operations, marketing, staffing, finance, etc.).

But, here's good news...

There's a group coaching program geared towards solo and small firm attorneys that can provide you with hands-on guidance to make the powerful changes you want to make.

It's called 'LawFirm Co-Pilot', and it's designed to help lawyers like you take concrete action steps that will make your practice exponentially easier to manage. Specifically...

Co-Pilot will help you 

  • Create Documented Systems (i.e. eliminate the tedious parts of your practice).
  • Create an Email Marketing Newsletter (so you get more referrals & high-quality clients)
  • Automate document creation with special macros and templates (i.e. make work happen without any effort or attention on your part)
  • Outsource work to high-quality VA's (which you'll easily do because of the systems you'll create)
  • Work less without sacrificing income (because of the systems & automation you'll create, and the outsourcing you'll learn to do)


Become part of a Mutually Supportive Community

You'll be able to join our online forum of like-minded lawyers: ask questions, get feedback, or just lurk and read the idea-inspiring discussions.

And gain the confidence that comes from knowing your business is now on better footing.

Just like Kerry Wallis did...

“Before I joined I felt overwhelmed with so many things that I felt I should be doing but not knowing where to start.

Having access to Ernie & the other lawyers in this program helped me feel more confident and clear about what to do next. 

Usually, it's just me at my firm that is working on the business, and I hate feeling like it is all on my shoulders.

In Ernie's program I've been given concrete steps to improve my practice. All of it is very doable, and it never feels like too much.

This program has helped me to keep working “on” my business, not just “in” my business." —Kerry Wallis, Hermosa Beach, CA 

Common Questions

The most common questions about the Co-Pilot program, are about what's included, and what's the cost? So here are the answers to those questions...

1. What’s included?

Online Resources

There are well-crafted lessons that address different aspects of a typical solo or small firm law practice.

That's over $2,000 worth of programs if purchased separately.

Monthly Zoom Sessions

There are TWO (2) Monthly Zoom sessions, one related to operations, and one related to marketing

The Operations sessions are 100% focused on systems-building (e.g. documenting & refining procedures and policies)

  • You'll get access to the materials in the Systems Workshop (an $850 value). Essentially, the operations zoom sessions are like an ongoing hands-on workshop in systems-building.

The Marketing sessions are 100% focused on sending email newsletters (e.g. sending a monthly broadcast to top referral sources)

  • You'll get hands-on guidance to set up a free email marketing account that allows you to easily send monthly emails to top referral sources. And then you'll get hands-on guidance to help you write your monthly emails.

The zoom sessions also create the opportunity for robust discussion among participants (and the opportunity to ask questions about whatever you need help with). 

Recordings & Transcripts

The Zoom meetings are all recorded and transcribed so if you can’t make it to the live session you can watch the whole event, or just read the transcript. 

Topic discussions

Our lawyer-members have online discussions in a Slack workspace regarding topics like these:

  • Practice management software
  • Legal ethics issues
  • Paperless practice
  • Outsourcing & virtual assistance
  • Negotiation tactics
  • Client referrals
  • Remote practice strategies
  • Writing tips & tools
  • Web marketing & social media
  • Email productivity strategies

In addition to advice from Ernie and fellow lawyers, you'll also receive help from knowledgeable consultants that Ernie has invited into the Slack group.  

Finally, you'll have email access to Ernie and the ability to set up one-to-one phone calls or zoom meetings.

2. How much is the cost?

First of all, most lawyers who join consider the Co-Pilot program an investment rather than an expense.  

That said, the regular subscription is $159/month  (and you can easily cancel at any time).

CAVEAT

This is a "hands-on, get stuff done" program. If you just want information that you never act on, the Co-Pilot program isn't for you.

In this program, you'll take ACTION and get RESULTS that matter. But, don't just take my word for it... 

Here's what members say:

Ernie helps lawyers overcome the “shiny object” black hole of technology in the practice of law by getting back to the basics of lawyers running a business and utilizing technology and systems in appropriate ways.” David Hoyt

“I really feel that Ernie understands the challenges lawyers face when running their business." —Bin Xia Zhang, Quebec, Canada

I have been practicing law for nearly 43 years. So, I’ve been around long enough to recognize the real deal. Ernie is the real deal.” – Tom Walker

"Will steer you clear of the distracting shiny objects and keeps you calmly focused on the essentials for success in the business of your law firm." —Page Kistler, Virginia Beach, Virginia

I’m a true believer. I think you are showing lawyers how to transform small-firm practices in a way I don’t see anyone else being able to do.” —Todd Smith

It is clear that you love helping people.”—Catherine Fairchild

So...

If you're ready to take concrete action steps to improve your practice, click here to schedule a call and talk with Ernie Svenson about the program, and find out for sure if it's right for you.

(Applications are accepted on a "first applied, first approved" basis)

Instructor

Ernie Svenson

I help lawyers create frictionless practices with automated systems so they can earn a better living doing more of what they truly enjoy.

Course curriculum

  • 1

    Introduction

    • Quick Overview

    • Welcome from Ernie

    • Join Our Private Slack Community

    • Basic Slack Group Use

    • Monthly Zoom Calls - Schedule etc.

    • Initial Onboarding Zoom Call (with Ernie)

  • 2

    Foundation

    • Sensible Business Management

    • Keys to Success: Avoiding Misjudgments & Poor Decisions

    • Cultivating a "Success Mindset"

    • Crafting The Ideal Vision For Your Law Firm

    • Defining Your Ideal Practice

    • Vision Brainstorming Workbook

  • 3

    Operations: Systems

    • Strategic Firm Management

    • The Importance of Systems

    • An Overview of Systems

    • Documenting Law Firm Systems

    • John Fisher's Book: The Power of a System

    • Law Firm Systems Manual - General Checklist

  • 4

    Operations: Streamlining

    • Strategic Prioritization (the 80/20 Rule)

    • Task Management Essentials

    • Email Effectiveness

    • Acuity Scheduling

    • Securing Your Law Firm Data

    • Guide to Backing Up Data

    • Guide to Effective Security

    • Password Management

    • How to Choose Practice Management Software

    • Annihilate AR Balances Without Feeling Like A Collections Agency

    • Technology to Protect and Grow Your Practice

  • 5

    Operations: Paperless & PDFs

    • What is a paperless law office?

    • The benefits of being paperless

    • Complete Overview of Paperless Lawyering

    • A Model Engagement Letter for a Paperless Practice

    • Why PDF skills are crucial

    • Overview of Basic PDF Skills

    • Why Nuance PDF is better than Adobe Acrobat (for Windows users)

    • Download 'Nuance PowerPDF for Lawyers' (Ernie's Book)

    • Shifting to Paperless (how fast?)

    • Intermediate PDF Skills & Strategies

    • What is the best scanner?

    • Optimal Scanner Settings: Fujitsu ScanSnap

    • Which files do you (ethically) need to keep?

  • 6

    Operations: Automation

    • Automation Basics

    • Overview of Text Automation

    • Automating Text Creation

    • Powerful Text Automation - TextExpander

    • TextExpander In Depth - Brett Burney

    • Advanced Text Automation

    • Automated Mileage Tracking

  • 7

    Operations: Delegation & Outsourcing

    • The 5 Levels of Delegation

    • Introduction to Outsourcing & Delegation

    • Outsourcing Basics

    • Effective Outsourcing

    • Outsourcing Tips from a Solo Attorney

    • Outsourcing Legal Work

    • Example of outsourced legal research

    • Effective Virtual Collaboration

    • Hiring Great Assistants

  • 8

    Marketing Fundamentals

    • What Lame Marketing Looks Like

    • Introduction to Marketing

    • Why Clients Don't Trust You

    • Fundamentals of Proper Marketing

    • Identify Your Ideal Client

    • Brainstorming Your Ideal Client

  • 9

    Marketing: Referrals

    • Email-Based Referral Marketing

    • Sensible Social Media

    • Gathering Feedback & Testimonials

  • 10

    Advanced Marketing: Trust-Building Online

    • Email Rapport Building

    • Bad Email Marketing - Example

    • Introduction To Direct Response Marketing

    • A Lawyers Guide to Direct Response Marketing

    • What is a Lead Magnet & Why You Need One

    • Sample Lead Magnet - Divorce Lawyer (General)

    • Sample Lead Magnet - Bankruptcy Attorney

    • Lead Magnet Brainstorming Questionnaire

  • 11

    Marketing - Websites

    • The "Grunt Test" - You Have 5 Seconds to Pass

    • The best law firm website attracts clients by being clear (not clever)

    • Website Health Check Up

    • What's the best lawyer website software?

    • FAQs Pages

    • Landing Pages & Story-Based Persuasion

    • SEO Basics

    • Google Analytics Marketing Metrics

    • How To Prep Your Site For Voice Search

  • 12

    Website Critiques by Ernie & Megan

    • David Bravo Website: Personal Injury Lawyer

    • Allen Farshi Website: Personal Injury Lawyer

    • Michael Calogero - Estate Planning Atty

    • John Roberts: Elder Law

    • Lawrence D. Church: Unclear What Type of Practice

    • Richey & Greenlee: Multi-Practice Law Firm

    • C.A. Goldberg Law: Focus on Harassment & Stalking Matters

    • Hector Vega Law Firm - Bankruptcy Law

    • SELF CRITIQUE: Ernie Svenson's Lame Early Marketing Efforts

    • The Perfect Website [Adam Diamond]

  • 13

    Misc Lessons

    • The Keys to Visual Persuasion

    • Mobile Tips: Securing Public WiFi Connections

  • 14

    Resource Library: Checklists, Templates, Short Guides & Workbooks

    • Quick Start Actions

    • Strategic Success Blueprint

    • Three Keys to Success

    • 4 Key Components To a Successful Law Firm

    • Vision Quest Brainstorm Workbook

    • Productivity Blueprint

    • Ideal Week Planner

    • Top Concerns About Starting New Firm

    • Starting New Firm Checklist

    • Law Firm System Manual Checklist

    • Systems Overview - Process Mapping & Record Keeping

    • Process Mapping Worksheet

    • Overview of Automation

    • Automation Schematic

    • File Naming System - Guide

    • Document Management Systems - Overview

    • Guide to Going Paperless

    • Model Engagement Letter: Provisions for a Paperless Practice & Cloud Storage

    • Top 5 Qualities for Tech Consultants

    • Guide to Cloud Storage & Services

    • Guide to Backup Systems

    • Guide to Automating Brief & Memo Creation

    • Federal Court Pleading - Template

    • (Delegation Guide) The 4 Stages of Competence

    • Delegation-Worksheet

    • (Delegation Guide) The 5 Levels of Delegation

    • (Marketing Guide) Trust Building Progression

    • (Marketing Guide) The 9 Keys to Trust-Building

    • (Online Marketing Guide) The 7 Reasons Your Website Stinks

    • Guide to Direct Marketing for Lawyers

    • Email Management for Busy Lawyers

    • (Marketing Guide) Anatomy of a Lead Magnet

    • (Marketing) Lead Magnet Questionnaire

    • Guide to Fast Action Referral Marketing

    • (Marketing) Copywriting for Lawyers

Reviews

5 star rating

Melaniece Bardley McKnight

5 star rating

Lots of Value from Ernie

Tim Werner

Starting a solo practice isn't a solo endeavor when you can rely on Ernie Svenson for guidance. Ernie helps you understand that launching a solo practice is ...

Read More

Starting a solo practice isn't a solo endeavor when you can rely on Ernie Svenson for guidance. Ernie helps you understand that launching a solo practice is approachable, manageable, and – most of all – achievable. I've really appreciated the pragmatic and substantive content he offers in all his programs as well as how he somehow manages to bring a down-to-earth, personal approach to everyone he communicates with. If you want unvarnished, independent advice on technology, marketing, efficient operations, and the entire spectrum of starting and managing a solo practice, I sincerely believe you will benefit from Ernie's advice and hard-earned wisdom.

Read Less
5 star rating

Valuable Program

page kistler

I've been a paid subscriber to Ernie Svenson's programs for small firm lawyers for years. Ernie is superb at offering valuable lessons and advice for all asp...

Read More

I've been a paid subscriber to Ernie Svenson's programs for small firm lawyers for years. Ernie is superb at offering valuable lessons and advice for all aspects of running a solo or small law firm. He will steer you clear of the distracting shiny objects and keep you calmly focused on the essentials for success in the business of your law firm.

Read Less
5 star rating

Great training

Bin Xia Zhang

My sales increased by 500% since listening to Ernie. I really think Ernie is the perfect guide for solo or small law firm attorneys. He explains the concepts...

Read More

My sales increased by 500% since listening to Ernie. I really think Ernie is the perfect guide for solo or small law firm attorneys. He explains the concepts clearly and I really feel that he understands the challenges lawyers face when running their business.

Read Less

Pricing options

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Watch Intro Video

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Jeff Lewis, California Attorney