Matter Management Masterclass

Stay in control of your practice

no matter where your team is

with a visual tool that's easy to learn and quick to implement...so you'll be able to save time, reduce your stress, and spot issues before they derail your files

Are your matters always on time and on budget?

Do you find it hard to:

• Keep track of the status of all your open matters?
• Track the work in progress of your department?
• Supervise effectively when your team works remotely?

Can you always tell at a glance:

• Which files are stalled and need your attention?
• Who is working on what, their workload, and their availability to take on new matters?
• The status of outstanding issues and key tasks on each transaction or litigation file you’re managing?

If you answered “No” to any one of these questions, then a matter management board will improve your profitability and productivity, helping you better manage your work, your team, and your practice group. 

We get your concern. We practiced law for more than 20 years each. We've been in your shoes and we have our own war stories...and we know it doesn’t have to be so hard.

Join the Matter Management Masterclass

With a matter management board you'll be able to manage your files more effectively, with less stress and less effort. You'll be able to supervise and support your practice, no matter where your team members are located.

Learn to set up your own board in minutes, using materials you already have in the office.

Capitalize on your brain's ability to process visual information and turn your 15-page To Do list into a tool you and your team can use to deliver even better service to your clients. 

To make sure you have the skills you need, we've designed a unique program with built-in support.

When you sign up: You'll get instant access to the full masterclass. That includes all the videos, the workbook, and guides for materials, staffing, and running effective meetings using your board.

Learn at your own pace: We know you're busy, so we've designed a self-paced program. It will take you 2-3 hours to complete the lessons and the workbook.

As soon as you're ready: Start building your own boards. Use the templates we've provided, tailor them to your own matters, or create your own with the skills you've learned. Then put your boards into action. Test them. Share them with your team. Whenever you have questions, jot them down in the workbook and email us the day before you attend a coaching session. We'll address as many as we can in our live coaching sessions.

Get live coaching: We know you'll have questions once you start using your boards. We'll be live at 3 p.m. Eastern on the last Thursday of every month for one hour of group coaching. We'll answer questions, troubleshoot issues, and help you get your boards running effectively.

You'll get: 

• Over 2 hours of recorded video lessons and step-by-step activities to complete the 7-Step Board Builder Framework
• A downloadable workbook (in printable and fillable PDF versions)
• 3 additional guides on materials you need, staffing, and using your board
• 60 minutes of live group coaching and Q&A (for one-on-one coaching, scroll down)

All for US$397

Want Personalized Coaching?

If you prefer one-on-one coaching for you and your team, or you know you'll need additional support to implement what you've learned, register for our VIP Masterclass option.

You'll get the complete Matter Management Masterclass, plus one full hour of personal coaching, conducted live online. 

You'll get the full masterclass: 

• Over 2 hours of recorded video lessons and step-by-step activities to complete the 7-Step Board Builder Framework
• A downloadable workbook (in printable and fillable PDF versions)
• 3 additional guides on materials you need, staffing, and using your board
• 60 minutes of live group coaching and Q&A

PLUS 60 minutes of additional one-on-one coaching and Q&A

(a $300 value for only $100 more!)

All for US$497