Self Evaluation

Law Practice Analysis

This self analysis measures your firm against other law firms by practice area and related factors to help you identify key areas for improvement.

Each evaluation is based upon criteria specific to each area of law practice and key metrics such as years in operation, efficiency, financial, operational and marketing performance . These metrics are used to compare your firm to past entries and industry standards to ensure proper competitive scoring.

START - Enter Years In Legal Practice

0-1 Years

2-4 Years

5-7 Years

7 + Years

Practice Area

City of Primary Firm Location*

State*

of primary firm

Primary Practice Area*

Time Management

On a scale from 1-10, 1 being completely false and 10 absolutely true

I block out time to work on specific projects such as marketing, cash flow, management and clients

I have ample time to spend with my family and personal endeavors

I’m excellent at delegating tasks to staff members

The bulk of my time is invested being a business owner and not an attorney

Operational Performance

Information About Cases

This information is compared to other firms and scored accordingly by law practice area.

Number of Open Cases*

	1-10	11-25	26-99	100-149	150 or More
	1-10	11-25	26-99	100-149	150 or More
Per Month

Number of New Cases*

	0-5	6-10	11-16	17-25	26 Plus
	0-5	6-10	11-16	17-25	26 Plus
Per Month

Number of Cases Filed*

	1-10	11-25	26-99	100-149	150 or More
	1-10	11-25	26-99	100-149	150 or More
Per Month

Financial Performance

Payment Collection:

On a scale from 1-10, with 1 being completely false and 10 absolutely true

I am confident we have received...

What best describes how you collect payment for Chapter 7

Pay what you can when you can

A very specific payment plan

A little of both

How would you describe your collection rate:

We collect more than 90% of what we bill

We collect less than 90% of what we bill

We have no idea of what % we collect of what we bill

Complete and accurate compensation on all closed files*

1 - 1

Complete and accurate compensation on all REFERRED cases*

1 - 1

Marketing Performance

What Forms of Marketing Are You Currently Using*

	Yes	No	Sometimes
	Yes	No	Sometimes
Referrals
Internet
Radio
Television
Video
Published Book
Direct Mail
Magazine or Yellow Pages

Followup Consistency

We follow up with all of our leads all of the time until they buy, die or unsubscribe*

On a scale from 1-10

Operational Performance

How many of each category do you receive each month:*

	1-10	11-25	26-99	100-149	150+
	1-10	11-25	26-99	100-149	150+
Potential Client Contacts
Initial Consultations Set
Initial Consultations That Show
New Client Retentions

Final Step

First Name*

Last Name*

Email*

Phone:*

Law Practice Analysis

START - Enter Years In Legal Practice

Practice Area

Time Management

On a scale from 1-10, 1 being completely false and 10 absolutely true

Operational Performance

Information About Cases

Financial Performance

Payment Collection:

On a scale from 1-10, with 1 being completely false and 10 absolutely true

I am confident we have received...

Financial Performance

Marketing Performance

Followup Consistency

Operational Performance

Final Step

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