SoloJuris Academy

A self-paced learning path that turns SoloJuris tools into a curriculum — from legally opening your firm to scaling it. Every track points you to the free calculators, checklists, and guides already in this site, then to vetted paid coaching when you are ready.

How the Academy works

Law school taught you to practice law. These tracks teach you to run the business. Work them in order, or jump to the stage you are in. Each track pairs a short lesson focus with the in-app tools that do the work, plus a clear next step. The growth stages below mirror how healthy firms actually grow — stabilize first, systematize, then strengthen and shape.

1Start & Stabilize2Systematize3Strengthen4Shape

The six learning tracks

Track 1 · Start & Stabilize

Launch Foundations

Entity, trust accounts, bar setup, and your first paying matter. Get legally open and minimally viable.

$0–$300K · Solo or 1–2 people
Lesson focus
  • Business formation & EIN
  • IOLTA / trust account
  • Bar & court admissions
  • Fee agreements & intake form
Track 2 · Stabilize → Systematize

Money & Pricing

Know your real numbers. Price for profit, reserve for taxes, and stop the revenue rollercoaster.

Set revenue targets & hit them
Lesson focus
  • Revenue goal & break-even
  • Flat-fee vs hourly pricing
  • True hourly rate
  • Tax reserves & quarterly estimates
Track 3 · Systematize

Systems & Operations

Document how work gets done so quality stays consistent and the firm moves even when you are not in the room.

$200K–$750K · 2–5 people
Lesson focus
  • Intake → matter → billing workflow
  • Documenting SOPs
  • Delegating to staff
  • Calendaring & deadline systems
Track 4 · Strengthen

Growth & Sales

Improve intake conversion, build lead sources that fit your ethics rules, and position the firm in your market.

$500K–$1.5M · 4–12 people
Lesson focus
  • Intake conversion rate
  • Lead sources & referral systems
  • Attorney-advertising ethics
  • Positioning & differentiation
Track 5 · Cross-cutting

Tech, Research & AI

Choose software that fits, research efficiently, and adopt AI responsibly within confidentiality duties.

Applies at every stage
Lesson focus
  • Software stack selection
  • Free vs paid research
  • AI acceptable-use policy
  • Data security basics
Track 6 · Shape

Leadership & Wellbeing

Step from practitioner to owner: build leaders, prevent burnout, and plan succession or sale.

$1M+ · 8+ people
Lesson focus
  • Owner vs practitioner mindset
  • Developing leaders
  • Succession planning
  • Burnout prevention

Video courses & workshops

Structured course modules you can work through at your own pace. Each module pairs short lessons with the in-app tools that put them into practice.

Firm management module

Setting Up Your Firm Operations

6 lessons · 45 min
Beginner

Go from "not yet formed" to a legally open, minimally viable firm.

Lessons
  1. 01Choosing your entity & registering
  2. 02Opening IOLTA & operating accounts
  3. 03Fee agreements that get you paid
  4. 04An intake-to-matter workflow
  5. 05Redundant deadline calendaring
  6. 06Client communication systems

Money & Pricing Fundamentals

5 lessons · 40 min
Beginner

Know your numbers so pricing and cash flow stop being guesses.

Lessons
  1. 01Revenue goal & break-even
  2. 02Flat-fee vs hourly pricing
  3. 03Your true hourly rate
  4. 04Tax reserves & quarterly estimates
  5. 05Reading a monthly P&L

Trust Accounting Without Fear

4 lessons · 35 min
Intermediate

Handle client funds correctly and pass any audit.

Lessons
  1. 01IOLTA rules & setup
  2. 02Three-way reconciliation
  3. 03Common commingling traps
  4. 04Recordkeeping that protects you

Scaling module

Hiring Your First Paralegal & Associate

5 lessons · 50 min
Intermediate

Add capacity without losing quality or control.

Lessons
  1. 01When to hire, and whom
  2. 02Job scorecards & pay bands
  3. 03Ethical supervision of non-lawyers
  4. 04A 30-60-90 onboarding plan
  5. 05Delegation that does not boomerang

Intake Conversion & Sales for Lawyers

5 lessons · 45 min
Intermediate

Turn more consultations into retained clients — ethically.

Lessons
  1. 01Mapping your intake funnel
  2. 02Consultation scripts that convert
  3. 03Fee objections & payment plans
  4. 04Ethics of attorney sales
  5. 05Tracking conversion rate

From Practitioner to CEO

4 lessons · 40 min
Advanced

Build a firm that runs without you in every decision.

Lessons
  1. 01Owner vs practitioner mindset
  2. 02Building leaders & accountability
  3. 03SOPs that survive growth
  4. 04Succession, sale & legacy planning

Vetted paid coaching & learning

When free resources are not enough, these organizations offer structured coaching, courses, and communities for law firm owners. Listings are neutral references, not endorsements. SoloJuris has no financial relationship with them. Confirm pricing, scope, and fit directly with each provider.

Law Firm Mentor

Group & 1:1 business coaching, Intake Mastery and Legal Sales courses, "Crushing Chaos" podcast.

Best for: Solo & small firm owners ready to systematize and grow revenue.
Visit site

Lawyerist Lab

Staged growth program with a dedicated strategist, weekly sessions, Small Firm Dashboard, and the LabCon community.

Best for: Owners moving from "wearing every hat" to a firm that runs without them.
Visit site

Atticus Advantage

Long-running practice-management coaching focused on building a great practice and a balanced life.

Best for: Attorneys seeking work-life integration alongside growth.
Visit site

Crisp Coaching

Branding, leadership, and scaling coaching; extensive free guide and podcast for law firm growth.

Best for: Firms targeting faster, brand-driven growth.
Visit site

ABA GP|SOLO Division

Affordable CLE, practice-management publications, and new-lawyer resources from the ABA.

Best for: New and small-firm lawyers wanting bar-association-grade guidance.
Visit site

Maximum Lawyer Podcast

Free weekly interviews on owning and growing a law firm.

Best for: Owners who learn best by listening to peers.
Visit site

Educational use only. SoloJuris Academy organizes general practice-management guidance into a learning path. It is not legal, tax, or business advice, and the growth-stage revenue bands are illustrative — every firm differs. Requirements vary by jurisdiction and change frequently. Consult the controlling rules, bar authorities, and qualified advisors before acting.