Webinar Recap:
How to Plan for a Profitable New Year


With 2020 well upon us, what steps have you taken to ensure that your firm meets its performance goals in the months to come?

Weitz Morgan PLLC routinely assesses their client experience, business operations, and marketing to prepare for a profitable new year. In our live conversation, Managing Partner Kristi Morgan elucidated how replicating this process in your own law firm will yield more satisfied clients, streamlined processes, and a steady stream of prospects to help your firm be more profitable.

Watch this Q&A presentation to learn how the team at Weitz Morgan PLLC derives actionable insights from their firm’s annual audit to stay competitive year after year.

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4:43 – Create Stronger Attorney-Client Relationships

Soliciting consistent client feedback enabled Kristi to build a roadmap towards getting better acquainted with their clients, understanding their needs, and aligning operations in order to meet those needs. 

20:24 – Spend Less Time on Office Tasks at Lower Cost

Kristi reveals how she and her team identify redundancies in their processes, spot operational gaps that need bridging, and consolidate vendors that are draining overhead costs.

34:05 – Engage and Capture More Qualified Clients

After identifying the top channels on which clients seek legal representation, Weitz Morgan PLLC have been actively field-testing new marketing initiatives and refining their strategy based on client retention.

49:55 – New Year’s Action Items

To help you start your new year off strong, Kristi sums up her key areas of focus as well as the bespoke action items her team has derived from their annual planning assessment.





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