Developing a Roadmap For Your Firm

Get Clear on Where You’re Headed—

And How to Get There


If your law firm feels like it’s just reacting to whatever comes next, you’re not alone. Most small firm owners don’t have a plan—they’re just working case to case, month to month.


This 1-hour session is for attorneys who want direction. Together, we’ll map out a realistic, flexible roadmap so your practice moves forward with purpose.

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  • Attorneys unsure what’s next for their practice
  • Solo lawyers who want to grow but need structure
  • Firm owners tired of working without a plan

Who It’s For

What’s Included

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1-hour Zoom session
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Custom quarterly or annual roadmap
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Priority-setting framework
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Tools to track goals & progress
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Post-session email follow-up

What We Cover

We’ll tailor the session to your goals, but common planning areas include:


  • Setting your 90-day, 6-month or 12-month goals
  • Identifying bottlenecks and distractions
  • Choosing where to focus your time
  • Planning around capacity, revenue, or staffing
  • Creating repeatable routines for growth

Why It Works

You can’t grow if you don’t know where you’re going. We take your ideas and translate them into a real plan—clear, flexible, and aligned with how you want to work.


No vague goal-setting. Just honest strategy and structure.

FAQs –

Planning Support

  • What if I don’t have any big goals yet?

    That’s totally fine. We’ll help you figure out what success actually looks like for you—and how to move toward it, step by step.

  • Can this help if I’m overwhelmed?

    Yes. Many clients come to this session feeling scattered. Our goal is to simplify, prioritize, and bring focus to your work.

  • Do you give me a written plan?

    Yes. You’ll get a simple, actionable roadmap that you can reference and revise as you grow.

  • Can we talk about marketing, hiring, or systems in this session?

    Absolutely. This is about whatever supports your forward momentum. We’ll structure the time around your current needs.

  • Is this a one-time thing, or can we do it quarterly?

    Many clients repeat this session every 3 or 6 months as a check-in. You’re always welcome to come back for a planning refresh.

Book a Free 30-Minute Consultation

We’ll talk through where you’re at and whether a roadmap session makes sense right now.