Turn Your Practice into a Well-Oiled Machine

Course Description

Once you start creating systems for your practice you'll start gaining astonishing freedom. When you have systems in place you'll become relaxed and confident.

Because systems are what make it easier to delegate your work to other people.

Systems enable you to hire virtual assistants, train them quickly, and make sure they do great work every time. 

Systems let you handle more cases more confidently, with less stress on your end. 

Helping lawyers make this happen is why we created the Systems workshop. During this 4-week workshop, you'll learn how to create & document systems for key areas of your practice, such as: documenting client intake procedures, case management protocols, marketing processes, and more.

You'll discover the most effective methods for systematizing all the things that help run your firm, and learn to use the tools that help you do that easier and better. 

The workshop will take place through 4 zoom sessions (once a week), an online chat forum (Slack), short tutorial recordings, plus daily email lessons —all of which help you assimilate vital information in the most convenient way possible.

Now, bear in mind...

The workshop is limited to a small number of students. And applications are processed in the order they are received.

So what is the workshop experience like?

Here's what two lawyers who just went through it had to say:

"Highly recommended for lawyers (like me) looking for a way to compile and systemize (in one place) all of those little things that need to be done to run the firm...and more importantly, run it your way."   – Joe O'Keefe

"The workshop helped me overcome procrastination because we had a schedule.  I most appreciated the demonstrations of how to use the documentation tools, and walking through people's homework with the entire class." —Lynnelle Loke Moore 

"I enjoyed the workshop. I've been wanting to get better at this, and your Workshop has helped me push through on that." – David Hoyt

"The Workshop provided a top-level way to look at the various systems and support for ways to do it.  And seeing how other people do their processes was very valuable." —Dwight Yellin

"My biggest obstacle before the workshop was mindset and not having the habit of documenting systems. 

I now take the time to document things I do (whether work or admin/financial stuff) to make it easier to repeat those steps and to delegate them to other people." —Chris Jaglowitz

The next workshop starts in October of 2021 —and enrollment will be on a first-come, first-served basis.

If you want to be placed on the "I'm interested list" (so you get notified when enrollment opens up again), click here to submit your application.  

If you have any other questions, please email me at ernie@lawfirmautopilot.com


Ernie Svenson

I help lawyers gain prosperity & freedom by leveraging technology more effectively

Course curriculum

  • 1


  • 2

    Week 1: The Essential Approach

    • Important Principles

    • Documenting Your Procedures & Policies

    • Best Tool For Documenting Procedures & Policies

    • SweetProcess: First Login & Initial Overview of "Procedures"

    • Procedures vs. Policies vs. Processes

    • Initial Zoom Meeting: May 21st

  • 3

    Week 2: Documenting Procedures & Templatizing Documents

    • Creating Systems for Your Law Firm

    • How to Document a Procedure

    • Best Practices for Documenting Procedures

    • Downloadable Example of a Documented Procedure (PDF)

    • Loom Video Demo of Documenting the Procedure in Prior Lesson

    • Procedures for Client Communications

    • Policies (versus procedures)

    • Engagement Letter Template

    • Starting a task in SweetProcess

    • Best Practice: Capture quickly (use a smartphone if that's what you have in hand)

    • Best Practice: Linking to Templates

    • Uploading word documents into SweetProcess to speed things up

    • Using Snagit to Create Nice Screenshots (to better document your procedures)

    • Zoom Meeting: May 28th

  • 4

    Week 3: Leveraging Automation

    • Systems Principles - Quick Review/Overview

    • Automating & Templatizing

    • Document Assembly Systems (Immigration Law Templates created by Attorney Kim Felton)

    • Advanced Text Automation

    • Connecting automation to SweetProcess

    • How to use Snagit to create fancy screenshots

    • Zoom Meeting: June 4th

  • 5

    Week 4: Leveraging Outsourcing

    • Delegation is Vital

    • Delegation Basics (5 Levels of Delegation)

    • Using Virtual Assistants to Document Your Procedures

    • Assigning tasks to VA's via SweetProcess Tasks/Procedures

    • Zoom Meeting: June 11th

  • 6

    Conclusion: Maintaining Momentum

    • Systems: Final Thoughts

    • How to Keep Refining Your Systems

    • Zoom Discussion for People Who Had SweetProcess Procedures Imported

  • 7

    Tools for Systematizing

    • The Importance of Process Documentation

    • Evernote - Cloud-based Note & File Organizing Tool

    • Microsoft OneNote - Note Organizing Tool

    • Notion - A Sophisticated File Organization Tool

    • Tettra - Cloud-based workflow documentation

    • Process Street - Cloud-based workflow documentation

    • Sweet Process - Cloud-based workflow documentation

    • Trainual

    • Scrivener - New Type of Word Processor (useful for creating & documenting systems)

    • Snagit - Premier Screenshot Software for PCs or Macs

    • Loom - Easy & Fast Video Capture

    • Password Managers

    • Hazel Automation (Mac Only: PDF Document With Combined Screenshots)

  • 8

    Additional Resources

    • Standardization in Systems

    • Deciding Which Workflows Need to be Systematized

    • Adding Screenshots to a Word Processing Document

    • Position Contract Template (PDF)

    • Documenting Workflow Steps Using Video (Loom)

    • The "Position Contract"

    • Client Guidance

    • The 5 Ways of Organizing Information (L.A.T.C.H.)

    • Digital Organization using the P.A.R.A. System

    • Task Management & Weekly Review

    • P.A.R.A. Workbook

    • Quick Capture Tools (Evernote & OneNote)

    • Scaling Your Business Through The Use of Systems

    • How to "Systematically" Make Better Decisions

    • John Fisher Discussion of Creating Systems

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

    • Sample Law Firm Systems Manual - General Checklist

    • Systems Discussion + Q&A (May 19, 2020)

    • Patrick Slaughter Discussion of Creating System for Tracking KPI's

    • A Simple System for Email Marketing

    • SOP for handling Mail (Real World Example)

    • Position Contract Template (PDF)

    • Proper Caption for Court Pleading - Document Template

    • Tiago Forte - Systematic Productivity

    • Strategy First. Systems Second.

    • Creating a PDF Form (and making it fillable)

Frequently Asked Questions

  • How much is the workshop?

    The cost so far has been $500 per person. It will probably go up at some point. People who are in the Co-Pilot program can retake the workshop as many times as they want once they've enrolled.

  • How much time is required?

    The 4 Zoom sessions last between 60 to 90 minutes. They are recorded and transcribed in case you can't make the session. The rest of the time is self-study of the online lessons and our Slack discussions, which probably consume at least one additional hour per week.

  • What time of day are the Zoom calls?

    We do the Zoom meetings on Fridays at 1pm to 2:30 pm CST. There are 4 Friday zooms in the workshop.

  • How much hands-on guidance do we get?

    There will be homework where you have to create procedures, and Ernie will help you refine them. And we will discuss our work with the other students in Zoom calls so that everyone learns as much as possible.

  • How long do we have access to the online lessons?

    Forever. And you'll continue to have access to the Slack channel for as long as you're subscribed to Slack (via the Co-Pilot program or otherwise).

  • What can I do to prepare for the workshop?

    The best preparation is to take the Working Smarter course, which was recently overhauled to give the foundational principles needed to get the most out of the Systems Workshop (along with other important objectives)

  • How often is the workshop offered?

    We try to offer it every 6 weeks, but sometimes it might be offered every other month.