1. 6 Tips to become a SUCCESSFUL Solo
Alexandra “Ally” Lozano

2. 1. Get your Billing Under Control
Bill your clients!
Know who is on a payment plan
Keep time simultaneously
Accept credit cards
Put your clients on automatic debit

3. 2. Raise Your Fees Evaluate your hourly rate Raise your flat fee
Stop doing favors for clients
Doing good work and earning a good living are not mutually exclusive (!!)

4. 3. Wrangle Your Phones
Every time you don’t answer your phones, you lose business.
Return every single missed call, even if they don’t leave a message
Customer service needs to be at the center of every single call
Write up scripts on how your phones should be handled

5. 4. Get your Financial Life In Order
Be a lawyer, hire a bookkeeper
Find a reliable CPA
Hire a business manager

6. 5. Streamline Your Sign Up
Organize your e-files
Provide quote sheets with document lists
Have contracts ready to go per case type
Start working in the sign up!
Prepare questionnaires per case type that cover all required forms
Document everything!
Follow up with a welcome gift

7. 6. Create Policy and Process Manuals
Become the law firm version of Starbucks.
Make a policy manual for your firm and your team
Create a process or training manual
The workbook will get you started on some of the processes that you can include.

8. Join us! Six figure solo