LAWYER BUSINESS PLAN CHECKLIST
Build a Thriving Law Practice – Without Overcomplicating the Business Side
This simple, step-by-step checklist will help you turn your business ideas into a clear, strategic roadmap for building a profitable practice without the stress.
- Clarify your vision, marketing strategy & financials (without the overwhelm).
- Break down your plan into simple, manageable steps.
- Create a strategic plan for growth that feels natural and sustainable.
Because you don’t need an MBA to build a successful law practice or firm.
Law school never taught you how to run a successful law practice.
You weren’t trained in marketing, sales, finance, or management – so it’s no surprise that you feel less confident in the business of law than you do in the practice of law.
That changes now.
Introducing the Lawyer Business Plan Checklist
✓ Sharpen Your Vision
Ask the right questions to gain clarity on what you truly want – and what tradeoffs you’re willing to make to get there.
✓ Get Clear On Your First Steps
Identify gaps, resources, and support so you know exactly what to focus on next.
✓ Follow a Proven Roadmap
Create a strategic, step-by-step plan for long-term, sustainable growth (and move forward with confidence, not guesswork).
Success in private practice requires more than great lawyering.
Whether you’re a solo lawyer or in a small, mid-sized, or BigLaw firm, you must learn to think like a business owner – not just a lawyer.
I know because I’ve been in your shoes.
Hey there, I’m Heather Moulder
Recovering lawyer turned Lawyer Leadership & Business Coach
Host of the Life & Law Podcast
January 2009…
I stared at my dismal collection numbers from the prior year, worried I wouldn’t even match them in the next. The small book of business that had helped me make partner? Wiped out by the 2008 financial crisis.
Rebuilding from scratch (during a recession!) felt overwhelming. Yet I knew I didn’t want to be a service partner with no control over my practice.
So, I built a values-based practice and created a strengths-based business plan. One that allowed me to be consistent, strategic, and in control of my growth.
Fast-forward a few years… It worked.
I grew my practice from zero to over $1MM in less than two years – then to $2.5MM+. That’s when I knew I could help other lawyers do the same.
Serving clients at & worked with:
