Job Description

****It is the job of a Practice Management Advisor – CEO to use How to MANAGE a Small Law Firm (HTM) methods, combined with your own life-experience, creativity and intelligence to understand and help each of our clients (aka “members”) create a written business plan and marketing plan designed to drive the growth and profitability of their firm for the next 18 months, then give them the focus, direction & accountability to work that plan, one step at a time, to bring it into fruition.

When they tell you they don't have time to work the plan, or that basic marketing principals don't apply to their specific law firm for some reason, it is your job to coach them through those excuses and help them remove the roadblocks that are standing between where they are now and where they need to be. As part of this job, you will measure assigned-client-progress and hold assigned clients accountable for taking positive actions in the direction of their stated goals.

Each quarter HTM hosts Live Quarterly Meetings (LQM) as well as Workshopaloozas for our members at an upscale hotel in locations that rotate across the country. If you choose to take the opportunity to attend any of our events, this will give you the chance to build upon your relationship with our members and maintain/add to your member roster.

During these events, you will also keep yourself apprised of what we are teaching them, learn all the inside jokes and nuances that keep this community of highly entrepreneurial lawyers tightly-bound.

You will also be expected to attend weekly team meetings by videoconference for ongoing training, education and to hear discussions regarding any “problem cases” you need to remain aware of. You are expected to attend all scheduled virtual meetings.

Duties and Responsibilities

• Provide individual advising/coaching to your assigned coaching load of up to 30 members under the terms defined in the current standard operating procedure relative to your role.

• Respond to phone class from clients in less than 24 hours M-F.

• Respond to emails from clients in less than 24 hours M-F.

• Respond to team emails within 48 hours.

• Review client discussion forum M-F and post as appropriate.

• When setting your schedule to ensure timely calls and responses, be mindful of client and team member time zones and life events for flexibility when the situation calls for it.

• Participate in training and development calls as scheduled to improve your skill set, share your skill set and be able to deliver the same message to the client base as intended in the company curriculum.

• Keep detailed notes in HTM's system such that if you get beamed off the planet by aliens someone else can step in and understand what you've been doing and provide a seamless transition for the benefit of your assigned members. This includes a record of your coaching contacts with clients to document their progress, issues, advice, etc. and use our software program to document this in case you get hit by a bus, just like you would want if another member of the team got hit by a bus and it was you that had to take over their caseload.

• Provide reports on the progress of your assigned clients to your supervisor.

• Contribute to the knowledge base of the company by submitting to your supervisor for approval any or all of the following: an article, a tool or system to share with the clients, a process, an explanation, a lesson by teleconference, perform an interpretive dance, etc. ( we welcome and encourage creativity - just contribute.)

• Lead/facilitate/participate in group conference calls/webinars as requested from time to time in areas you have particular expertise.

• Pod management; build relationships with other CXO (COO/CFO/CMO) roles. Ensure collaboration and clear communication approach amongst all.

• Partner closely with support staff to ensure each member's progress is being appropriately monitored.