How To MANAGE a Small Law Firm

Account Manager

• Develop and nurture relationships with attorneys, bar associations, and legal organizations
• Identify and pursue strategic partnerships across events, organizations, and platforms
• Coordinate and attend networking events, conferences, and industry gatherings
• Drive inbound referrals through relationships and partnerships

Business Development Representative – Partnerships, Referrals

Events

• Work collaboratively with leadership team to develop annual event strategy and schedule
• Work collaboratively with leadership team proactively project attendance, rooms blocks, food & beverage needs, budgets, etc
• Lead event team to produce all events & workshops with excellence and high attention to detail
• Procure, negotiate, and sign event contracts with venues and manage any changes, as needed
• Procure, negotiate, and contract event vendors and manage any changes, as needed
• Manage all event budgets and ensure adherence to budget guidelines and maintain profitability
• Prepare standardize templates for events to ensure consistency and excellence in delivery
• Manage onsite Event & AV staff to ensure smooth event production
• Manage all event inventory including basic AV equipment, event supplies, promotional materials, printed materials, etc
• Manage event audiovisual requirements, budgets & team
• Manage event related communication with event participants and HTM staff
• Work collaboratively with leadership team to design and develop future production value improvements and procedure/system enhancements to maximize client experience and staff efficiency

Events Director

• Maintaining updated and accurate event records
• Maintaining and organizing event document files storage
• Assist in managing event details such as decor, catering, transportation, invitee list, special guests, equipment, supplies, print material etc.
• Assist in ordering supplies, materials, and print with a high attention to detail
• Assist in shipping logistics and tracking
• Maintain expense and budget entries with extreme accuracy
• Proactively handle any arising issues and troubleshoot any emerging problems on the event day
• Assist in event set up, tear down and on-site event duties, as assigned

Events Coordinator

Chief Operating Officer

• Help firm owners translate business goals into operational systems and execution plans.
• Design and implement scalable systems including: Organizational structure, Workflow and process design, Operational documentation, Vendor and partner management.
• Serve as a trusted operational advisor by: Coaching attorneys on leadership and accountability, Helping leadership teams execute strategic initiatives, Reinforcing operational discipline across teams.
• Build KPI-driven operations by: Implementing dashboards and scorecards, Tracking growth and performance metrics, Leading operational performance reviews.
• Lead initiatives that improve: Efficiency, Profitability, Team performance, Client delivery systems.

Chief Operating Officer – Law Firm Growth Advisor

Financial Planning and Analysis

• Serve as a CFO-level coach and financial execution partner to law firm owners across the country.
• Conduct high-level 1:1 financial strategy calls with law firm owners.
• Review financial statements, cash flow reports, KPIs, and performance dashboards.
• Help owners understand the story behind their numbers and what actions they need to take.
• Identify risks and opportunities in pricing, expenses, staffing, and operational performance.
• Guide owners through budgeting, forecasting, and forward-looking financial decisions.
• Document commitments and track measurable financial progress.

Business Development Representative – Partnerships, Referrals

Events Director

Events Coordinator

Chief Operating Officer – Law Firm Growth Advisor

Chief Financial Officer – Financial Strategy Advisor