Ep. 76 – Scale Your Small Firm with Efficient Systems – with Jeffrey Katz
Jeffrey Katz had an inauspicious beginning as a solo practitioner (with an exceptionally interesting first referral case) and grew to own a thriving practice with five attorneys and five CPAs. Jeffrey chronicles his journey and shares the systems he uses to make his firm more efficient and bring more value to clients.
Resources:
- Connect with Jeffrey: 240.743.5408 | jeffrey@jdktaz.com
- Join Entrepreneurs’ Organization
- Practical Planning System – Estate Planning Software for Attorneys
- HotDocs – Document Automation Software
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