What's Inside...

• Technology as a Priority
• Schedule Your Spring Retreat
• ​Working Together in 2026​

1. Technology as a Priority

When everything is a priority, nothing is a priority.

That's why your firm's growth strategy needs to be grounded in a focused set of shared priorities, typically around 6 Pillars of Growth:

• Products & Services
• Marketing & Communications
• Technology & Infrastructure
• People & Culture
• Business Development
• Finance

A few weeks ago, I shared about my work advising an attorney as he develops and implements his business development plan.

Now, let's dig into Technology as a growth priority – through the lens of technology transformation that I'm driving at a growing law firm.

The "AI-enabled attorney" may sound fancy.

But really it's about understanding how technology can assist internal business operations and external client delivery.

"AI-enabled" might look like using Generative AI to draft marketing materials, but sometimes it's simply automating a manual process like scheduling meetings.

Define the Baseline

Before jumping to specific technologies, it's important to understand the baseline - aka the current state.

• What tools and technologies exist in the firm today?
• What business processes are manual/automated?
• How are clients being served? What is manual/automated?

Capture Pain Points

• Where do bottlenecks exist in business ops and client service?
• What business ops needs does tech not address/address poorly?
• What client service needs does tech not address/address poorly?

Envision the Future

• How might technology relieve one or some of the existing bottlenecks?
• How might technology better serve business operations or clients?
• What privacy, policy, ethical, security, or other controls are needed?

At the end of the day, technology is not the solution - it is an enabler.

How are you investing in technology to fuel growth?

2. Schedule Your Spring Retreat

Position for 2026 and beyond.

Schedule a call to discuss your team’s spring leadership retreat now.

Here’s a sampling of topics we can cover:

• Define/refine Vision, Mission, & Values
• Develop 3-year strategy
• Create clear 1-year & 90-day plan
• Clarify roles & responsibilities
• Improve cross-team communication
• Streamline processes to save time & money

Make time to work ON, not just IN, your business.

It’s key to driving revenue, engagement, & impact.

​​Schedule a call for help with your company’s spring leadership retreat.

3. Working Together in 2026

Here are a few ways we can partner this spring -

• Leadership Offsite: Define your growth strategy & priorities, clarify your go-to market plan, & improve your team's communication. (Learn More)
• ​Fractional Executive: Embed strategic advisory services within your C-Suite as part of your leadership team. (Learn More)
• Strategy with Susan: 45 mins to "pick my brain,” brainstorm go-to-market strategy, & chat about business-related questions. (Schedule)
• Big Business to Small Business: Explore 10 Strategies to grow your company and find work you love. (Order Here)

As always, thanks for reading.

To your strategic success,

Susan

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