A Key To Creating Systems

Most solo and small firm lawyers feel bogged down by tedious busywork. That's because they haven’t learned out how to systematize their practices.

Once you create systems for your practice you'll be able to easily hire virtual assistants, train them quickly, and make sure they do great work every time.

You'll be able to handle more cases more confidently, with less stress. Every client will feel confident their case is being handled by a law firm that truly cares about getting things done right.

The first step in making this happen is understanding how to Create checklists for recurring workflows. Once you have a simple checklist mapped out, you can go on to define the steps more formally. That means creating a procedure with a prescribed sequence of action-steps, like these procedures:
A policy is something else you'll be creating as part of your systems documentation process. A policy is different than a procedure. Because, unlike a procedure, a policy does NOT have steps that must be followed.

Policies are guidelines for how to do things generally. For example, these are "policies":Now that you have a sense of the importance of creating systems, and the difference between policies and procedures, you're ready to start working on systematizing your practice.

If you want to know which tool is the best to use, I recommend the tool called SweetProcess (which is the tool I used to create this demonstration that you're using now). Another tool that some folks use is Process St., but I believe that SweetProcess is better for the reasons I explain in this 5-minute video.

One of the cool things you can do with SweetProcess is to use Microsoft Word to document a procedure and then upload the document into SweetProcess.

To learn more about how to document procedures (and how to use SweetProcess to do so), check out this 4-week virtual workshop for lawyers called Law Firm Systems.
If you still have a question, we’re here to help. Contact us.