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A Message from Clio

How Do Successful Lawyers Spend Their Year-End?

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While December downtime can create a lull in business for many solo and small firms, it provides a great opportunity for attorneys to collect outstanding invoices, evaluate return on investment across various channels, and plan a strategy for the year ahead. So what can you focus on in December to help evaluate your numbers and plan for a stronger 2015? Do you know how to close out your finances, wrap up outstanding bills, and put the systems in place that will allow you to identify and act on business opportunities?

In this free guide, Clio and Peggy Gruenke review four areas for lawyers to focus on at year-end that will yield the best results, with actionable steps for each, and templates and worksheets to help get you started:

● Your cases: how to create a case closure procedure that will ensure ethical compliance and organize your open cases for the holiday break

● Your clients: how to manage your demanding clients over the holiday season and identify your high-value clients for the coming year

● Your finances: how to review and close out your finances, and get the data you need to make better profits in the new year

● Yourself: how to give yourself the downtime necessary to start 2015 off on the right foot

Make the most of your year-end and get ready—2015 promises to be one of the most highly competitive in history for law firms. Getting started now will ensure you lay the groundwork for success in the coming year.

Get your free copy of the guide now.

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