This module of How to Run a Thriving Small Firm — Planning for Profit in a Service Firm — covers 2 lessons: Planning for Profit in a Service Firm and Fees, Billing, Staffing & Status Reports.By the end of this module, you'll be able to apply Josh Andrews' service-firm profit framework — revenue cycles, key performance indicators tailored to your firm, billable-rate construction, fixed-cost mapping, and the conservative-planning rule (guess high on expenses, low on income). You'll also apply Danny Howell's fees, billing, and collections playbook — flexible staffing options including hiring outside your practice area, leveraging contract attorneys, and using high-quality status reports as both client-retention and billing-justification tools.How to engage: Start with the first lesson and proceed in order. Read the per-lesson takeaways after each video. Take the practice quiz at the end of the module to check your understanding before moving on.

This module of How to Run a Thriving Small Firm — Tech Hygiene & Operational Quick Wins — covers 2 lessons: Tech Hygiene & Operational Quick Wins and Networking, Branding & Social Media for Lawyers.By the end of this module, you'll be able to implement Jason Hines' tech hygiene and follow-up discipline — out-of-office settings, follow-up reminders in Outlook/Gmail, scheduling tools like Calendly, task/calendar entries for follow-ups, and documented processes the firm can scale. You'll also build Mary Anne McPhail's networking-first marketing engine — referral relationships with attorneys in adjacent practice areas, branded social-media presence, content creation discipline, and platform choice driven by where your clients actually are.How to engage: Start with the first lesson and proceed in order. Read the per-lesson takeaways after each video. Take the practice quiz at the end of the module to check your understanding before moving on.

This module of How to Run a Thriving Small Firm — Building & Leading Your Firm — covers 2 lessons: Building & Leading Your Firm and Client Intake & Engagement-Letter Discipline.By the end of this module, you'll be able to apply Bob Cuschetta's firm-building foundations — focus on doing your best every day rather than chasing recognition; the leverage problem (limited billable hours means growth must come from staff leverage); and intake-team training on the 'how did you hear of us' question for marketing-channel attribution. You'll also apply Bob Cuschetta's client intake and engagement-letter discipline — avoid commenting on the merits during intake, screen for fit and ethics, and treat the engagement letter as the foundation of the attorney-client relationship rather than a formality.How to engage: Start with the first lesson and proceed in order. Read the per-lesson takeaways after each video. Take the practice quiz at the end of the module to check your understanding before moving on.