The Co-Pilot Program

Busy Lawyers...

Stop Struggling. Start Streamlining.

So, does this sound familiar?

You’ve been busting your butt trying to grow your practice. But you feel like you’ve been stuck in place forever, spinning your wheels and not making much progress.

It’s hard to find the energy to do everything that needs to be done (including the actual practice of law).

But here’s the good news…

The Co-Pilot program was specifically designed to help lawyers like you get traction, and completely transform the way you practice law.

For example…

Co-Pilot will help you:
  • Eliminate the tedious parts of running a law firm
  • Work less without sacrificing your income
  • Find VA’s eager to help  with anything you can’t handle
  • Work with friendly clients that fit your niche
  • Stop putting in long, grueling hours for little reward
  • Start a solo practice with minimum overhead
  • Find more time to pursue other passions

With our online slack discussion forum, monthly webinars, and virtual workshops we’re committed to helping your practice succeed.

And you’ll finally start to gain the confidence and clarity that come from knowing your business is on track.

Just like Kerry Wallis

“Before I joined I felt overwhelmed with so many things that I felt I should be doing but not knowing where to start.

Having access to Ernie & the other lawyers in this program helped me feel like I had a resource to turn to. And it gave me relief that I had a time/place that I know will address my questions.

I’ve appreciated being able to count on someone who is also helping me on my business. Usually, it’s just me at my firm that is working on the business, and I hate feeling like it is all on my shoulders.

Now I have concrete steps to improve my practice. All of it is very doable, and it never feels like too much, and so I can keep moving forward.

And I get great insights from other lawyers and consultants through the Slack group, and regular Zoom calls.

All these resources help me to keep working “on” my business, not just “in” my business.”

Kerry Wallis, Hermosa Beach, CA

Common Questions

Here are the most common questions folks have about the program:

  1. What’s included in the program
  2. How much is the subscription, and how do I apply to join?
  3. 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?

In short, you’ll get access to over $2,000 worth of programs, if purchased separately.

Also included in the Co-Pilot program are;

TWO (2) Monthly Zoom Meetings – The leader of the Co-Pilot program, Ernie Svenson, does two Zoom meetings per month, one related to operations, and one related to marketing.

The sessions create the opportunity for Q&A amongst all of the participants. The Zoom meetings are recorded and transcribed for later viewing so if you can’t make it to the live session you can watch the whole event.

And online discussions

In addition to the Zoom meetings, there’s also an online discussion group (hosted on the Slack web platform). The lawyers in Slack have daily discussions about topics like:

  • Practice management software
  • Legal ethics
  • Paperless practice
  • Outsourcing & virtual assistance
  • Persuasion & negotiation skills
  • Client referrals
  • Mobile practice
  • Writing tips & tools
  • Web marketing & social media
  • Systems & processes
  • Email efficiency

In addition to advice from Ernie and fellow lawyers, you’ll also receive help from knowledgeable consultants that Ernie has invited into the Slack group.

Finally, you’ll have email access to Ernie and the ability to set up one-to-one phone calls or zoom meetings.

2. How much is it 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.

And, other options for getting guidance, such as How to Manage a Small Firm (which costs upwards of $2,500/month) and Lee Rosen’s program (which costs $189/month), are investments as well.

You could also choose to work with Ernie one-on-one (as some lawyers currently do) and get great results from. But the option of working with Ernie one-on-one is now $1,000/month.

Obviously, for most solo and small firm lawyers, that’s not affordable enough. And yet most lawyers need ongoing guidance related to business strategies, marketing, and technology.

And that’s what the Co-Pilot Mastermind program provides you with but in a very cost-effective way. And, so all that being said…

The investment required to join Co-Pilot is $159/month.

And, of course, 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). We want you to stay in the program only as long as you are using it and getting a lot of value out of it.

So, now we come to the last common question that folks have…

3. How will I know if the program is a good fit?

We’re confident that you’ll find it helpful, but the best way for you to know is to apply and (if you’re accepted) 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.

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

And after the first 30 days 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 rate will be locked in forever.

So, you can be confident that you’ll get increased value without having to pay anything extra.

Finally, a reminder of what the value is…

Here’s what other members say:

Ernie helps lawyers overcome the “shiny object” black hole of technology in the practice of law by getting back to the basics of lawyers running a business and utilizing technology and systems in appropriate ways.” David Hoyt

“I really feel that Ernie understands the challenges lawyers face when running their business.” —Bin Xia Zhang, Quebec, Canada

I have been practicing law for nearly 43 years. So, I’ve been around long enough to recognize the real deal. Ernie is the real deal.” – Tom Walker

“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

I’m a true believer. I think you are showing lawyers how to transform small-firm practices in a way I don’t see anyone else being able to do.” —Todd Smith

It is clear that you love helping people.”—Catherine Fairchild

It’s true…

I really do enjoy helping people, especially solo and small firm lawyers who feel like they’re working too hard for too little reward.

You deserve better, and I want to help you build the dream practice you deserve.

And if you’re ready to take the next step, then go ahead and…

Click Below and...

Here's What's Included in the (Bonus) Autopilot Course

  • A short welcome video by Ernie
  • Link to sign up for a 1-hour orientation with Ernie
  • Registration/Orientation to the Slack discussion group
  • Plus, other lessons and resources as 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 Apply?

Still Not Sure?