Training 1: Immigration Law Office Management

In this one day intensive you will how to perform as a competent immigration attorney and create an immigration law practice that works for you. You will determine your leadership and management style and learn to effectively build a team of support. You will also understand how to use basic business systems in marketing, lead generation, lead conversion, client fulfillment and finance. We can provide legal ethics, diversity training and substance abuse programs on request.

8:30 am – 8:45 am

• Welcome, introductions, goals and expectations
• 8:45 am – 10:15 am

• Leadership: Creating a turn-key immigration law office that produces consistent results for you and your clients
  • Professional Mission Statement Exercise
  • The Seven Centers of Management Attention
  • Tribal Leadership
  • Non-Violent Communication and Active Listening
  • Pro Forma Organization Chart and Viable System Model
  • Pro Forma Business Funnel
  • Pro Forma Strategic Objective
• Management: Designing business systems that support your practice to create ease and minimize costs
  • Pro Forma Management Operations Manual
  • Pro Forma Employee Handbook 10:30 am – Noon
  • 10:15 am – 10:30 am Break

• Creating the most effective marketing and websites to sell your services 24 hours a day
• How to target your best client and avoid problematic clients
  • Pro Forma Marketing System Worksheet
  • Pro Forma Lead Generation System Worksheet1:00 pm – 2:30 pm
  • 12:00 pm – 1:00 pm Lunch break
• Legal Ethics – Rule 4-200 Appropriate Fees for Legal Services 2:45 pm – 4:15 pm
• 2:30 pm – 2:45 pm Afternoon Break

• Productive initial telephone consultations and needs assessments
  • Pro Forma Pre-FTC Intake
  • Pro Forma Free Telephone Consult Intake Form
  • Fiancée / IV Intake Form – Citizen
  • Fiancée / IV Intake Form – Non Citizen
  • Fiancée Checklist with sample letter
• Effective research, case design and negotiations to competently represent client and enhance loyalty
• Drafting client-centered contracts and change orders to create reasonable fees and maximize profits
  • Kurzban Immigration Law Sourcebook
  • AILA Link
  • Pro Forma Fiancée Visa contract sample
  • Fees and Services Guide
  • Welcome package letter and cancellation policy4:15 pm-5:30 pm
  • 4:00 pm-4:15pm Break

• Managing accounting systems, lines of credit and budgeting for long-term sustainability and client satisfaction

• Creating innovative collections systems that work consistently
  • Pro Forma Money System Instruction Sheet
  • Pro Forma Combined Forecasting Model
  • Average salary for immigration lawyers
  • AILA 2011 Attorney Survey
• Questions/Answers
• 5:30 pm: Conclusion of Program