Law Practice Management

Fewer Headaches, Happier Clients: An Action Plan for Law Firm Efficiency and Growth

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 2.3 Total
Florida CLE Approved 2.5 Total
Georgia CLE Approved 3 Total
Idaho CLE Approved 2.25 Total
Kansas CLE Approved 2 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 2.25 Total
Minnesota CLE Approved 2.25 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 2.3 Total
Montana CLE Approved 2.25 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
Nevada CLE Approved 2 Total
New York CLE Approved 2.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 2 Total
Rhode Island CLE Upon Request 2.5 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 2.25 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
OnDemand
2 hours 58 minutes
David Lowe
Amber James
John Cinti
With David A. Lowe from Keegan, Juban, Lowe & Robichaux, LLC + 2 others
Recorded September 16, 2025.
Product ID 100798

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Overview

The Hidden Benefits of Business Planning, Tech, and Marketing That You Didn't Know About

Want to stand out as a small firm leader in the legal industry? Don't wait for the competition to get ahead! Join our distinguished practitioners as they dole out tips and tricks for heightening your firm's growth and efficiency. Examine best practices for creating a business plan, find out which metrics you need to track to measure your law firm's financial health, and much more. Register today!

  • Discover tried-and-true financial-planning strategies for your firm.
  • Harness technology to grow your firm and boost client relationships.
  • Uncover guidance for hiring associates and forming a partnership.
  • Formulate business development and marketing strategies.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. Business Planning for Attorneys: Key Components for Long-Term Growth
  2. Smart and Sustainable Financial-Planning Strategies for Law Firms
  3. Using Tech to Expand Your Law Firm and Strengthen Client Relations
  4. Are You Ready to Grow? Hiring, Partnerships, and Other Considerations
  5. Business Development, Marketing, and Client Acquisition for Law Firms

Related Topics

Product ID 100798

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 2.3 Total
Florida CLE Approved 2.5 Total
Georgia CLE Approved 3 Total
Idaho CLE Approved 2.25 Total
Kansas CLE Approved 2 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 2.25 Total
Minnesota CLE Approved 2.25 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 2.3 Total
Montana CLE Approved 2.25 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
Nevada CLE Approved 2 Total
New York CLE Approved 2.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 2 Total
Rhode Island CLE Upon Request 2.5 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 2.25 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Business Planning for Attorneys: Key Components for Long-Term Growth

  2. Smart and Sustainable Financial-Planning Strategies for Law Firms

    1. Financial Metrics You NEED to Track to Measure Your Firm's Health
    2. Prevent Revenue Leaks: Implementing Financial Safeguards and Controls
    3. Alternative Fee Structures and Client Loyalty/Retention
    4. Strategic Budgeting Tips for Firm Growth and Financial Stability
    5. How to Prepare for Unexpected Expenses or Financial Downturns in Your Firm

  3. Using Tech to Expand Your Law Firm and Strengthen Client Relations

  4. Are You Ready to Grow? Hiring, Partnerships, and Other Considerations

  5. Business Development, Marketing, and Client Acquisition for Law Firms

    1. Digital Marketing and Social Media Tactics - Help Your Firm Thrive!
    2. Ingenious Tips for Expanding Your Client Pipeline and Referral Network
    3. Branding Tips That Will Set Your Firm Apart in a Competitive Industry
    4. Building Credibility and Positioning Your Firm as a Leader in the Legal Market
    5. Marketing Strategies to Ensure Continuous Client Acquisition and Retention

Who Should Attend

This program is designed for attorneys. Paralegals may also benefit.

Speakers

David A Lowe
David A.
Lowe
Keegan, Juban, Lowe & Robichaux, LLC
Amber James
Amber
James
New Beginnings Family Law, P.C.
John M Cinti
John M.
Cinti
Mintzer Sarowitz Zeris & Willis LLC
Speaker bio
David A Lowe

David A. Lowe

Keegan, Juban, Lowe & Robichaux, LLC
David Lowe

is a partner with the law firm of Keegan, Juban, Lowe & Robichaux, LLC, where he focuses his practice in civil litigation, insurance bad faith, corporate matters, employment law, personal injury, and successions. Mr. Lowe is admitted to practice before all state and federal courts in the state of Louisiana, and has been admitted to practice pro hac vice before multiple federal courts in other jurisdictions. He has argued multiple cases before the U.S. Court of Appeals for the Fifth Circuit Court. Mr. Lowe is a member of the Baton Rouge, Louisiana State, Federal and American bar associations. He earned his B.A. degree from the University of Southwestern Louisiana and his J.D. degree from Louisiana State University.

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Speaker bio
Amber James

Amber James

New Beginnings Family Law, P.C.
Amber James

is the founder and CEO of New Beginnings Family Law, P.C., where her main areas of practice are divorce, child custody, parental alienation, mediation, adoption, and surrogacy. Prior to opening her own practice, she worked in the Circuit Court of Jefferson County Domestic Relations Division as a law clerk for the Honorable Ralph A. Ferguson, Jr., and in the firm of Shaw-Anderson, LLC. Ms. James earned her B.A. and M.B.A. degrees from the University of Alabama at Birmingham, and her J.D. degree from the Birmingham School of Law. She is admitted to practice in Alabama and before the U.S. Supreme Court. Ms. James is also a board-certified family law trial advocate, having received her board certification from the National Board of Trial Advocacy. She is a member of the Alabama State Bar, and the American, Morgan County and Huntsville-Madison County bar associations. Ms. James has previously been recognized as Female Entrepreneur of the Year in 2020 by the Catalyst Center for Business and Entrepreneurship in Huntsville, Alabama. Her firm was chosen as the Professional Services Business of the Year in 2020 by the Huntsville-Madison County Chamber of Commerce. Her firm is consistently recognized as one of the Best Places to Work in Huntsville, Alabama and recently received the designation of Best Place for Working Parents.

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Speaker bio
John M Cinti

John M. Cinti

Mintzer Sarowitz Zeris & Willis LLC
John Cinti

is an attorney with the law firm of Mintzer Sarowitz Zeris & Willis LLC, where he has focused his practice on civil litigation, concentrating on personal injury with an emphasis on matters involving catastrophic injury and wrongful death. Additionally, Mr. Cinti has regularly brought his talents to the aid of clients in disputes involving breach of contract and a variety of commercial torts. He also has significant experience in assisting clients in various aspects of insurance coverage, including bad faith claims, declaratory judgment and insurance agent/broker malpractice. Mr. Cinti was designated a Certified Civil Trial Attorney by the New Jersey Supreme Court in 2004. He is a member of the New Jersey State, New York State and Pennsylvania bar associations. Mr. Cinti earned his B.S. degree from the University of Scranton and his J.D. degree from Rutgers University School of Law-Newark.

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