Law Firm Business Planning with EvolveLaw

What’s the secret to a law firm that thrives—not just survives? In this episode, we sit down with industry veterans Roxanne Jensen and Bill Horton from EvolveLaw to tackle the big-picture strategy behind successful firms. From rate setting to succession planning, AI to annual bonuses, this conversation is packed with hard-won wisdom and forward-thinking advice. Whether you're a managing partner or a bookkeeper supporting one, this episode will change the way you think about law firm growth. 00:22 Guest Introductions: Roxanne Jensen and Bill Horton 00:52 Roxanne's Journey in Law and Consulting 01:48 Bill's Career Path from CPA to Consultant 03:01 How Roxanne and Bill Joined Forces 05:00 Challenges and Strategies in Law Firm Management 08:58 Importance of Business Planning in Law Firms 11:51 Raising Billing Rates: A Key to Revenue Growth 17:18 Client Feedback and Rate Tolerance 18:37 Recruitment and Retention in Law Firms 21:25 Strategic Planning and Profitability Measures 30:31 Succession Planning and Sustainability 32:58 The Pain of Annual Bonuses 33:29 Strategic Planning for Bonuses 33:53 Importance of Objective Data 34:21 Succession Planning Challenges 37:31 Organic Growth vs. Lateral Hires 38:39 Brand Transition in Succession 44:38 Disruptors and Future Planning 45:18 The Role of Strategic CFOs and COOs 54:20 Tailored Consulting Services Be sure to subscribe for more episodes! Find us on YouTube as well! If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod. Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.