The Law Firm

CoPilot Program

Ongoing, personalized guidance for improving your practice

What’s the program all about?

Most folks who arrive here are wondering “how exactly does Ernie Svenson help the lawyers who join the Co-Pilot program?”

And the best person to help you understand is a lawyer like PATRICK SLAUGHTER.

In 2015 Patrick was struggling to manage his family law practice in Knoxville, Tennessee.

Most of all he was looking for a way for he and his wife Zena (who is his office manager) to get more time away from the office—so they could relax and enjoy life more. They wondered how technology could help make their practice easier to manage, so they started surfing the web and came across Ernie’s website.

Long story short, Patrick signed up to learn how to make his practice easier to manage (by using technology better). After several months he started to see massive improvements.

So he posted a message to the Facebook discussion group.

Here’s what Patrick wrote:

“Ok, just want to put this out there and thank Ernie and all the other folks that have helped Zena and I. A few weeks ago, we tried something different and it was really life-changing.

January was probably our best month ever financially, but I was worn out and desperately needing a break. Problem was that I couldn’t imagine actually leaving town with the practice unattended. Then I thought what the heck, give it a shot.

We decided to try a “working vacation.” So we booked 10 days at Disney World (yea I know, but we love it). We headed to Florida with our laptops and thought we would see what happened.

Long story short, everything went great! We each billed about 3 hours a day in the morning before we went out to do all the fun stuff.

I was able to access all of our client files because everything is paperless and stored in the cloud.

I could dictate on my iPhone and then email it to my staff that were still working in the office. They could transcribe and send everything back for me to review. I could revise and then OK it, insert my signature and send it back to them to file.

I could return client phone calls from my cell phone using a special phone app so it looked like the call was coming from my office, even though I told them the truth. (Still they didn’t get my cell phone number.)

We use a cloud-based practice management software program. So we could bill and keep track of calendar appointments. Zena was able to book appointments for prospective and current clients.

We even ran bills while down in Florida. Took less than an hour to process invoices and then transfer money from trust to operating accounts.Now we are having the best February we’ve ever had.

We have been so impressed with how things went that now we are looking at renting an apartment in Florida and getting away at least once a month.

It was kind of hard for me to believe at first, but you really can run your practice from anywhere and be just as productive if you just invest in the right tools and take the time to set your practice up to take advantage of today’s technology.

4 Other Common Questions

Here are the other common questions people have about the Co-Pilot program:

1. What’s included in the program?

2. Do you get direct, personal access to Ernie, and how much access do you get?

3. What does it cost to join?

4. How will I know if the program is a good fit for me and my practice?

These are all important questions, so let’s address them one at a time…

1. What’s included in the program?

The LawFirm Autopilot course is included ($495 value), which includes over 50 lessons. But there are 47 more lessons that are exclusive to the Co-Pilot program so that the total is almost 90 lessons in all (which you can scroll down and take a look at below).

The lessons are grouped into several modules, such as:

  • Foundational topics: mindset, vision for your firm, and defining your ideal practice
  • Systems and streamlining, including task management, email efficiency, online scheduling tools and tactics, data security, backup, password management, and how to choose practice management software.
  • Paperless law practice, including PDF skills training, cloud-document storage, best scanner options, and digital file management tools and practices.
  • Automation, especially text automation such as creating form documents more quickly and reliably.
  • Delegation & Outsourcing, including how to outsource legal work to part-time virtual assistants that you can hire on-demand on a per-project basis.
  • Marketing fundamentals that you must know before hiring anyone or spending any money on advertisements of any kind.
  • Referral Marketing and Online Marketing, essential strategies, and tactics—including the keys for creating a tasteful website that helps you attract your ideal clients in a steady stream in a low-cost way by using the power of automation.
  • Resource Library with over 30 checkliststemplatesshort guides and workbooks

Monthly Webinars – Ernie does two webinars per month, one related to operational topics, and one related to marketing.

There’s a Q&A session after each presentation where you can ask questions about anything you want, even if it’s not related to the topic Ernie covers in the webinars.

The webinars are recorded for later viewing so if you can’t make it to the live session you can watch the whole event, including the Q&A session.

Online Discussion Group

2. Do you get direct, personal access to Ernie, and how much access do you get?

Yes, you get access to me in several way. First, through the two live webinars I just mentioned.

And you get immediate access to me right after you join because you and I will spend an hour together via video chat.

I’ll get details about your practice and come up with a tailored plan, focusing on a FEW KEY THINGS that will lead to massive improvements over time.

After that, you’ll get ongoing access to me via a private online chat area that I check every day, several times throughout the day. You can ask me questions there in the public discussion area, and not only get my advice but also get advice from other consultants that I allow to have access to the chat area.

And you will get advice and feedback from your fellow Co-Pilot members, who are all eager to help you build your practice (e.g. Patrick Slaughter is in the chat area, for example).

Also, you can send me a direct message in the chat area if you want to ask me something privately.

Finally, You’ll also get emails from me once a week, with practical advice on how to improve your practice. And you can email me back if you have follow-up questions regarding that advice.

3. What does it cost to join?

First of all, you should look at Co-Pilot as an invesment because it is going to help you improve your practice in dramatic ways.

Too many lawyers are stuck working IN their practices like frazzled employees, rather than working ON their practice like visionary business owners. Breaking out of this unhealthy situation is challenging for the vast majority of attorneys in solo or small firm practice.

It’s a lot easier to make the shift if you have guidance and support. You need guidance from someone who’s helped other lawyers like you. And you need support from other attorneys who are themselves making a conscious effort to transform their practices.

That, in essence, is what the Co-Pilot program provides you with: practical guidance from business/tech/marketing experts—and reassuring support from like-minded lawyers. And, all that being said…

The investment required to join Co-Pilot is $129/month. Once you sign up, you’ll be locked in at that rate as long as you stay in the program (even if the subscription goes up, as it has several times already and inevitably will again).

And you’re free to cancel at any time, by clicking a link in the members’ area or by emailing us and requesting that we cancel your subscription.

4. How will I know if the Co-Pilot program is a good fit for me and my practice?

I’m confident that you’ll find it helpful, but the best way for you to know is to sign up and check it out yourself. You can try it risk-free for 30 days because if (for any reason) during the first 30 days you decide that the Co-Pilot program is not for you then let me know and I’ll refund the money you paid.

If you decide to stay in the program you will be billed automatically each month until you decide to cancel, which you can do at any time for any reason.

The subscription price of the program has risen over time as I’ve added more content and created improvements. But your subscription will be locked in forever.

So, in other words, even though the subscription rate might continue to rise in the future you’ll never pay more than the monthly rate you signed up at.

Why am I willing to make this guarantee? Simple, because the lawyers who join Co-Pilot all have overwhelmingly positive experiences.

Here’s what some of the members say:

“I’ve really appreciated the pragmatic and substantive content, as well as how Ernie somehow manages to bring a down-to-earth, personal approach.”—Tim Werner, Washington, D.C.

“Will steer you clear of the distracting shiny objects and keeps you calmly focused on the essentials for success in the business of your law firm.” —Page Kistler, Virginia Beach, Virginia

My sales increased by 500% since listening to Ernie. I really think Ernie understands the challenges lawyers face when running their business.”—Bin Xia Zhang, Quebec, Canada

“I love to research and learn best practices, but I have to balance that with a busy practice. The Co-Pilot group gives me a central place to look for information and learn on my own time (often late at night). But, it also gives me the feedback from other lawyers and consultants through the Slack channels, and scheduled coaching calls, which helps remind me to keep working “on” my business, not just “in” my business.—Kerry Wallis, Hermosa Beach, CA

The Bottom Line

If you’re ready to start working ON your business (and making it more profitable and easier to manage)

Click Below

After joining you will...

  • Watch a short welcome video by Ernie
  • Sign up for a 1-hour orientation with Ernie
  • Be registered for the Slack discussion group
  • Watch a short video on how to use Slack
  • Plus, get immediate access to valuable lessons and resources shown below (scroll and click the + sign on the right side to view)…

Foundation

  • Sensible Business Management
  • Keys to Success: Avoiding Misjudgments & Poor Decisions
  • Cultivating a “Success Mindset”
  • Creating the Ideal Vision for Your Law Firm
  • Defining Your Ideal Practice
  • Vision Brainstorming Workbook

Operations: Systems

  • Strategic Firm Management
  • The Importance of Systems
  • An Overview of Systems
  • Documenting Law Firm Systems
  • John Fisher’s Book: The Power of a System
  • Law Firm Systems Manual – General Checklist

Operations: Streamlining

  • Strategic Prioritization (the 80/20 Rule)
  • Task Management Essentials
  • Email Effectiveness
  • Automated Scheduling
  • Securing Law Firm Data
  • Backing Up Your Data
  • Effective Security (best practices)
  • Password Management
  • Choosing Practice Management Software
  • Financial & Accounting (best practices)

Operations: Paperless & PDFs

  • What is “paperless” exactly?
  • The benefits of being paperless
  • Overview of paperless lawyering
  • Shifting to a paperless practice (best practices)
  • Model Engagement Letter for paperless practice (download template)
  • Crucial PDF skills
  • Intermediate PDF skills
  • Best scanner for small law firms
  • Optimal scanner settings
  • Which paper files need to be kept after shifting to a paperless practice

Operations: Automation

  • Automation Basics
  • Overview of Text Automation
  • Automating Text (basics)
  • Advanced Text Automation
  • TextExpander software
  • Automated Mileage Tracking tool

Operations: Delegation & Outsourcing

  • 5 Levels of Delegation
  • Introduction to Outsourcing
  • Outsourcing Basics
  • Effective Outsourcing
  • Outsourcing tips from a solo attorney
  • Outsourcing Legal Work
  • Example of outsourced legal research project (download)
  • Effective virtual collaboration
  • How to hire great assistants

Marketing: Fundamentals

  • Avoid this kind of marketing
  • Introduction to effective marketing
  • Building trust with strangers
  • Fundamentals of trust-based marketing
  • Identifying your Ideal Client
  • Brainstorming Your Ideal Client (download workbook)

Marketing: Referrals & Networking

  • Getting Testimonials
  • Social Media: How to Use it Sensibly

Marketing: Advanced Strategies & Tactics

  • Direct Marketing (vs. “brand building”)
  • A Lawyers’ Guide to Direct Marketing
  • Email Marketing
  • Lead Generation (getting prospects to start to engage with you)
  • Sample Lead-Generating Downloads
  • How to Create a Lead Generating Download (workbook)

Marketing: Online With Websites

  • The “Grunt Test” (most websites fail)
  • Best Law Firm Websites
  • Best Website Software
  • Website checklist (must haves)
  • Effective Landing Pages
  • SEO Basics
  • Google Analytics Basics
  • Website Critiques (examples of lawyer sites—the good, bad & ugly)

Resource Library: Checklists, Templates, Short Guides & Workbooks

  • Quick Start Actions
  • Strategic Success Blueprint
  • Three Keys to Success
  • 4 Key Components To a Successful Law Firm
  • Vision Quest Brainstorm Workbook
  • Productivity Blueprint
  • Ideal Week Planner
  • Top Concerns About Starting New Firm
  • Starting New Firm Checklist
  • Law Firm System Manual Checklist
  • Systems Overview – Process Mapping & Record Keeping
  • Process Mapping Worksheet
  • Overview of Automation
  • Automation Schematic
  • File Naming System – Guide
  • Document Management Systems
  • Top 5 Qualities for Tech Consultants
  • Guide to Going Paperless
  • Cloud Storage & Services
  • Model Engagement Letter: Provisions for a Paperless Practice & Cloud Storage
  • Backup Systems
  • Automating Brief & Memo Creation
  • Federal Court Pleading – Template
  • (Delegation) The 4 Stages of Competence
  • The 5 Levels of Delegation
  • Delegation-Worksheet
  • Example of outsourced legal research
  • (Marketing) Trust Building Progression
  • The 9 Keys to Trust-Building for Lawyers
  • The Interplay of Marketing & Psychology
  • The 7 Reasons Your Website Stinks
  • Direct Marketing for Lawyers
  • Anatomy of a Lead Magnet
  • Lead Magnet Questionnaire
  • Fast Action Referral Marketing

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