policy

A Key To Creating Systems

The more systems you create for your law practice, the more easily you'll be able to hire virtual assistants, train them, and ensure they do great work every time.

You'll be able to handle more cases more confidently, with less stress. And clients will get better service.

The first step in learning to create systems 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 some folks use is Process St., but I believe that SweetProcess is better for the reasons I explain in this 5-minute video.

To learn more about creating systems for your practice, check out this unique program called Law Firm Systems.