Law Practice Management

Live Online

Growing Your Client Base: Building a Scalable and Sustainable Practice

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 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 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Pending 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 2 Total
Kentucky CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Pending 3 Total
North Carolina CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Pennsylvania CLE Approved 3 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Pending 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Live Online
3 hours
Brittney Shearin
Richard Volack
Gayle Green
With Brittney Shearin from Lawyers With Purpose® + 2 others

Thu, Sep 17, 00:00 AM – 00:00 PM

Product ID 102294

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Course Includes
$299

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Overview

From Busy to Profitable and In Control

Does your firm feel busy - but growth still feels unpredictable? You're not alone. Too many matters, inconsistent intake, variable revenue, and no clear systems for scaling plague small practices and solo practitioners. Add in the pressure to figure out AI, and it's no surprise many firms feel stuck. This program will show you how to identify what's actually limiting your firm's growth, eliminate bottlenecks, and build systems that allow you to attract better clients, convert more inquiries, and increase profitability. From intake and client experience to staffing decisions and workflow design, this CLE focuses on what small firms need now: practical, modern strategies that work in the real world. Register today!

  • Eliminate common bottlenecks that limit growth and create stress.
  • Create systems that support consistent, scalable operations.
  • Gain more control over your workload, workflow, and revenue.
  • Use AI and automation to increase efficiency without sacrificing quality.

*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. Fixing Capacity, Bottlenecks, and Profit Leaks in Your Practice
  2. Modern Client Acquisition and Retention
  3. Scaling the Smart Way
  4. AI and Other Technology as a Growth and Efficiency Lever

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Related Topics

Product ID 102294

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 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 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Pending 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 2 Total
Kentucky CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Pending 3 Total
North Carolina CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Pennsylvania CLE Approved 3 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Pending 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 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. Fixing Capacity, Bottlenecks, and Profit Leaks in Your Practice

    1. Evaluating Your Capacity and Restraints
    2. Identifying Bottlenecks That Limit Growth
    3. Designing Effective Intake and Triage Systems
    4. Pricing, Profitability, and Matter Selection
    5. What You May Not Realize: Key Metrics That Actually Matter

  2. Modern Client Acquisition and Retention

    1. Building a Predictable Client Pipeline
    2. Attracting Better Clients (Not Just More Clients)
    3. Converting More Inquiries: Minimizing Drop-Off in the Intake Process
    4. Leveraging Your Digital Presence (Reviews, SEO, and Authority in the Age of AI)
    5. Client Experience: Building Systems That Drive Repeat Work and Referrals

  3. Scaling the Smart Way

    1. Scaling Up: The Biggest Mistakes Solo Practitioners and Small Firms Make
    2. What You Need to Fix Before You Hire
    3. Staffing Smart - Before and After AI
    4. Prioritizing the Right Roles and People
    5. Workflow Mapping and StandardizationCreating an SOP Library
    6. Creating an SOP Library

  4. AI and Other Technology as a Growth and Efficiency Lever

    1. Intake Automation (Chatbots, Online Scheduling, Form Capture)
    2. AI Pass: Summaries, Timelines, Issue Lists, Missing Facts
    3. Modern Client Communication: Speed, Clarity, and Automation
    4. Document Automation and Drafting Efficiency
    5. Marketing and Content Assistance

Who Should Attend

This program is designed for solo practitioners and small law firm leaders who want to go from busy to profitable and scalable.

Speakers

Brittney Shearin
Brittney
Shearin
Lawyers With Purpose®
Richard R Volack
Richard R.
Volack
Peckar & Abramson, P.C.
Gayle Green
Gayle
Green
Best Regards Professional Services
Speaker bio
Brittney Shearin

Brittney Shearin

Lawyers With Purpose®
Brittney Shearin

is a legal-technical attorney with a passion for estate planning. She currently serves as the director of legal education at Lawyers with Purpose®, a national membership organization for estate planning attorneys. Ms. Shearin is also the product owner of STEPS™, LWP's proprietary estate planning and Medicaid qualification software. From 2015 to 2020, she honed her expertise as a drafter and practicing estate planning attorney, cultivating a deep appreciation for the art and technical precision involved in drafting estate plans. Ms. Shearin earned her B.A. degree from Wilkes University and her J.D. degree from Syracuse University College of Law. She is admitted to practice law in New York.

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Speaker bio
Richard R Volack

Richard R. Volack

Peckar & Abramson, P.C.
Richard Volack

is a partner in the construction law practice at Peckar & Abramson, P.C.and chair of the firm's cyber security and data privacy practice. He counsels some of the country's largest general contractors, construction managers, and owners in all aspects of construction dispute resolution, including claims involving breach of contract, construction defects, design defects, schedule-and-impact delays, mechanic's liens, surety bonds and insurance, and counsels clients in all matters concerning cyber security and data privacy. Mr. Volack's practice encompasses dispute resolution through mediation, arbitration and, when necessary, litigation. He also counsels clients on litigation avoidance practices, risk management, project planning and contract negotiation in relation to construction projects, both in both domestic and international settings. In 2021, Mr. Volack completed FIDIC Certified Course Module 2: Claims and Disputes Resolution. He is a frequent lecturer on construction insurance, risk management, the New York Mechanic's Lien Law, e-discovery and electronically stored information (ESI) issues as they relate to construction litigation. Mr. Volack earned his B.S. degree from the University of Scranton, his Master of Arts degree from the Maxwell School of Citizenship and Public Policy at Syracuse University and his J.D. degree from Syracuse University College of Law, where he served as the business editor for the Journal of International Law and Commerce. He is the past chairman and past secretary of the Construction Law Committee of the New York City Bar Association and a member of the Construction Law section of the American Bar Association. Mr. Volack is admitted to practice in the states of New York and Connecticut, U.S. District Court for the Southern and Eastern districts of New York, and the U.S. Court of Appeals for the Second Circuit.

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Speaker bio
Gayle Green

Gayle Green

Best Regards Professional Services
Gayle Green

is the founder, CEO, and owner of Best Regards Professional Services, a firm that provides outsourcing of paralegal services, training, and grant writing. As a certified legal specialist - litigation, and professional legal specialist (PLS) with more than 30 years of legal secretary and paralegal experience, her enthusiasm for continual matriculation keeps her up-to-date on the newly enacted local rules, the ever changing court procedures, software updates, and professionalism. Ms. Green earned her associate's degree in paralegal studies from Commonwealth Business College in Merrillville, Indiana; her bachelor and master's degrees from Ashford University in Clinton, Iowa; and is currently attending Capella University's doctoral program concentrating in public administration. A strong advocate for education, Ms. Green is currently an adjunct professor at Herzing University, Delgado Community College, and Ashford University. She is an active member of the National Federation of Paralegal Association (NFPA), New Orleans Paralegal Association (NOPA), District F Representative of the City of Slidell Planning and Zoning Commission, board member of the Council on Aging - St. Tammany (COAST), and a member of Leadership Northshore's Class of 2017, where she serves as the corresponding secretary.

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