How To Run A Small Law Firm Without Getting Overwhelmed

Managing a small law firm is a big deal. And it’s not always easy. 

Resource allocation can be difficult, and it can be hard to find good staff who want to stick around. 

All that, and you’ve still got to find time to do the other things you want to do in your life. You know, like hang out with your friends and family (which you can actually do as a lawyer, it’s true). 

That’s why we invited a real small firm managing attorney, Erin McBee of the Law Office of Erin McBee PLLC, onto the Non-Eventcast podcast — she’s going to fill us in on everything she does to ensure that she can oversee her law firm and also live her life.

Erin starts things off by talking about how she became a lawyer (5:29), and how she started her own law firm — twice (9:18). 

After that, Erin discusses how she built her technology platform (14:25), including by leveraging document assembly tools (16:25, 16:43). 

Next, Erin went over how she manages accounting in her law firm (18:26). While nobody loves accounting, Erin has developed a system that works for her.

Erin has recently adopted a customer relationship management software, so she told us how she customized it to work in her law practice (20:24). 

Erin also addressed the ways in which she tries to offer flexibility for her staff (22:20), as well as how she maintains her business in a way that allows her to stay involved in community activities (25:06). 

Finally, I ask Erin about the challenges and frustrations of getting your tech right in a small law firm (29:51).

If you’re trying to figure out how to do your law firm, and to do everything else that you want to get done in your life, too — take a listen to this podcast episode to find an example of a lawyer who has done just that.

Feel free to also check out our CRM Buyers Guide at the Non-Event for more on the latest resources to grow your business. (The Non-Event is supported by vendor sponsorships.)