You can’t wing it when it comes to law firm financials. In order to run a successful small law firm, you need to become a numbers guy, or gal. Your finances have to run on rails; you have to remain in control. To that end, visibility into your firm’s profitability, billing productivity and account receivables are your gateways to increased revenue.

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About Our Presentor
Jared D. Correia, Esq. is the founder and CEO of Red Cave Law Firm Consulting. Red Cave offers
subscription-based law firm business management consulting services for law firms, bar
associations and corporations. Red Cave also works with legal vendors to develop programming
and content. Jared is also the COO of Gideon Software, Inc. Gideon offers intelligent messaging
and predictive analytics software built exclusively for law firms. A former practicing attorney,
Jared has been providing services to lawyers and law firms for over a decade.
He is a regular presenter at local, regional and national events, including ABA TECHSHOW. He
regularly contributes to legal publications, including his column, ‘Managing,’ for Attorney at
Work, his ‘Law Practice Confidential’ advice column for Lawyerist and his column for Above the
Law focused on the legal technology startup community. Jared is the host of the award-
winning Legal Toolkit podcast on Legal Talk Network. Jared also teaches for Concord Law
School, Suffolk University Law School, Solo Practice University and Becker College. He loves James
Taylor, but respects Ron Swanson; and, he tries to sneak Rolos when no one is looking.

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Adding Financial Controls
To Your Law Practice Environment
o What Are the Risks?
o What Can You Do About It?
o Common Controls
o Uncommon Controls
o Codifying Controls

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Derive New Insights
From Reporting Tools + KPIs
o Common Reports
o What’s a KPI?
o Common KPIs
o How to Measure KPIs
o How to Value KPIs

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Increase Your Revenue
By Discerning Financial Trends
o How to Identify Trends
o How to Act on Trend Identification
o Staying Ahead of the Market
o Insights from Other Industries
o Data-Driven Decisionmaking

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Capture More Time
Bill More Time
Collect More Time
o Time Tracking Strategies
o Billing Strategies
o Collection Strategies
o Related KPIs
o The Value of Single Entry Systems

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Eliminate Accounts Receivable
By Embracing ePayments
o How ePayments Work
o Why ePayments Work
o When ePayments Work
o ePayments Cost Less Than Traditional Payments
o Collection Workflows

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Creating Revenue Projections
That Work
o Create a Budget
o Create a Price Sheet
o Reverse Engineer Your Future Revenue
o Create Revenue Goals
o Project for Growth

10. 10 2018 © AppFolio, Inc. Confidential.