Workshops
Join our hands-on workshops led by attorneys and advisors who have actually practiced law to craft a blueprint for success, overcome obstacles, and gain actionable tools to grow your practice. You’ll learn how to dominate your market, attract high-value cases, and create a balanced life—without the cookie-cutter advice.
Explore Our Workshops
Online and in-person workshops, including specialized half- and full-day sessions, focused on specific topics of growth, sales, and more.
The Path to a Great Practice & Great Life
Virtual Workshop via Zoom
June 27, 2025, 10:00 a.m.–4:00 p.m. ET
Break free from the myth of endless sacrifice and discover how to achieve both professional success and personal fulfillment. This virtual workshop is tailored for growth-minded attorneys who want to thrive in their careers while maintaining balance in their lives.
Intake Mastery: First Impressions to Forever Clients
Virtual Workshop Series via Zoom Kicks off August 7, 2025, 1:00–3:00 p.m. ET
Transform your law firm’s intake process in just 90 days! This interactive workshop will help you create a seamless, efficient system that converts inquiries into paying clients. Through six dynamic sessions, you’ll gain proven strategies, hands-on exercises, and practical tools to elevate your firm’s intake, build trust, and ensure no client slips through the cracks.
Grow Your Law Practice with AI
Virtual Workshop Series via Zoom
Next Session: August 21, 2025, 4:00–6:00 p.m. ET
11 pre-recorded sessions plus 4 live sessions in 2025
Revolutionize your law practice by integrating the latest AI tools. This workshop is designed for solo and small firm attorneys who want to boost productivity and profitability through AI in marketing, client delivery, staffing, time management, and firm economics.
A Roadmap for Law Firm and Personal Success
In-Person Workshop | Westlake Village, CA September 15, 2025
Learn how to structure your practice efficiently, avoid burnout, and achieve both professional and personal fulfillment. Through guided exercises and expert insights, you'll leave with a clear roadmap to grow your firm while maintaining a great work-life balance. Don't just work harder—work smarter!
Our Great Life Couples Workshop
In-Person Workshop | Orlando, FL September 26–27, 2025
Take the next step toward creating a joyful and fulfilling future together. This workshop is designed for couples who want to dream bigger and live bolder. Over two transformative days, you’ll engage in strategic planning, meaningful conversations, and growth-focused activities to build the life you’ve always envisioned - together.
Foundations for a Successful Medicaid Crisis Planning Practice
In-Person Workshop | Chicago, IL October 1–3, 2025
Join us for a hands-on, in-depth training designed for attorneys ready to elevate their crisis Medicaid planning skills. This 3-day workshop goes beyond strategy with interactive sessions, real case studies, and guided exercises to help you confidently use Medicaid Compliant Annuities in your practice.
A Roadmap for Law Firm and Personal Success
In-Person Workshop | Houston, TX October 3, 2025
Learn how to structure your practice efficiently, avoid burnout, and achieve both professional and personal fulfillment. Through guided exercises and expert insights, you'll leave with a clear roadmap to grow your firm while maintaining a great work-life balance. Don't just work harder—work smarter!
Level Up Your Billable Practice: Unlock Hidden Revenue And Maximize Your Time
On-Demand Workshop
Discover proven strategies to capture more billable hours, raise your rates, and improve cash flow—all without working more. Tailored for attorneys who bill by the hour, this interactive session will help you maximize your time and increase your profitability.
Level Up Your Billable Practice: Unlock Hidden Revenue And Maximize Your Time
On-Demand Workshop
Discover proven strategies to capture more billable hours, raise your rates, and improve cash flow—all without working more. Tailored for attorneys who bill by the hour, this interactive session will help you maximize your time and increase your profitability.
