LawFirm Co-Pilot

A Group Mentoring Program

Ongoing, personalized guidance for improving your practice

What’s the program all about?

Most folks who arrive here are wondering “how exactly does the Co-Pilot Group Mentoring program help practicing lawyers?”

And the best way to understand is to ask a lawyer who’s in the program, someone like Kerry Wallis who says this:

“I love to research and learn best practices, but I have to balance that with a busy life.

The Co-Pilot program gives me a way to get the information I need, and to learn on my own time (often late at night).

But, it also gives me insights from other lawyers and consultants through the Slack group, and regular coaching calls.

All these resources help me to keep working “on” my business, not just “in” my business.”—Kerry Wallis, Hermosa Beach, CA

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. Who are the group mentors? And how much mentoring 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 ($695 value), which includes over 50 lessons. But there are 40+ 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 – The leader of the Co-Pilot program, Ernie Svenson, 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.

And there’s also an online discussion group (hosted on the Slack web platform). Read more about that below…

2. Who are the group mentors? And how much mentoring do you get?

First, you get access to Ernie Svenson. And you get immediate access to him right after you join because you and he will spend an hour together via video chat.

He’ll gather 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.

And you’ll get ongoing access to Ernie AND a group of around 100 like-minded solo and small firm lawyers via a private online chat area (Slack) that we all check every day, several times throughout the day. You can ask questions there in the public discussion area, and not only get advice from fellow lawyers, but also from other consultants that Ernie allows to have access to the Slack discussion group.

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 Ernie once a week, with practical advice on how to improve your practice. And you can email him 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 investment 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 group mentoring 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 $149/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 mentoring program is a good fit for me and my practice?

We’re 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 us know and we’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 we’ve added more content and created overall 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 are we willing to make this guarantee? Simple, because the lawyers who join Co-Pilot all have overwhelmingly positive experiences.

You’ve already read what Kerry Wallis said (up above), but…

Here’s what some other 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

The Bottom Line

If you want to steer clear of useless distractions and focus more on the essentials of your business, so you can make 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

Ready to Join?

Still Not Sure?

Still Not Sure?