Small-Firm Start-Up Program

What would it feel like to have the tools and resources you need to open your own firm? Someone to guide you through the thinking and implementation to get you ready to engage your first clients?

How much time would you save if you didn’t have to figure it all out on your own? What would it be worth to have an expert Firm Start-Up Concierge at your service to walk you through the process?

The most successful firm start-ups are those that hit the ground running, with a solid business plan and the right infrastructure, people and resources in place from day one.

Welcome to our entrepreneurial incubator, Small-Firm Start-up Program.

By creating a well-defined business plan and doing the extensive pre-work ahead of opening your firm, you will be ready to meet and exceed your clients’ expectations from day one, and be able to focus on the practice of law – not on the set-up and structuring of a business.


In this program we will take you through the process of starting your own law firm, one step at a time. This resource-rich program was designed for lawyers who are ready to take the leap, who have well-defined goals and an articulated vision of who they want to be in the marketplace and are ready to take their vision to the next level.

Program Elements

One-on-One Consultations

You’ll work with our consultant team throughout the start-up process during your three, 45-minute start-up consultation sessions. During your sessions we’ll introduce you to our start-up tools and walk you through the process, step-by-step. You’ll receive guidance on developing your business plan, setting strategic goals, budgeting and digging into the tactical, day-to-day operations that will have you ready to get started.

Small-Firm Business Plan Framework

Before you take your first client, you’ll need a comprehensive business plan to guide you in your start-up venture. Working with our small-firm start up concierge, you’ll be given a framework and guided through the process of identifying your target market, your core value, mission and vision for the firm. You’ll work through exercises to identify your strengths, weaknesses and assess your opportunities in the market, and we’ll help you set a budget for all of it.

Our framework tool is easy to use, and was designed to be tracked against and used as a checklist as you get closer to opening your firm. The Business Plan Framework is designed to be adaptable over time, so you can stay on course and make adjustments as you review your plan, year after year.

Small-Firm Start-up Checklist

This is the checklist that every small law firm needs before opening its doors to clients. We have the benefit of over 20-years of experience in running law firms of all sizes and know the short-cuts to success and the pitfalls to avoid along the way.

Our Small-Firm Start-Up Checklist will guide you through all of the phases of your start-up, from choosing a location to banking and insurance, staffing and risk management, practice process and office procedures, this checklist is your guide to it all.

Program Timing

Due to the nature of this program, we take clients on a revolving basis, based on your timing and availability of our consultant team.

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