Entire CasePlan for PI Cases
From start to finish, here is everything you need to never let anything fall through the cracks in a personal injury case. Each task has been carefully tested over years of running a personal injury firm. BONUS! Almost 100 how-to documents that go with these tasks. This means that you can assign tasks to an employee and they have a built-in guide, no bothering you for the little things! Makes onboarding a breeze!
Download the Case Status Key
This excel spreadsheet has every case status that we use, along with a column for "What has Happened" and one for "What needs to Happen" along with a short paragraph for texting client updates. Many of the statuses have an unlisted youtube link with a video from Zach that explains this case status, which is a great example of where to start for your own clients!
Monthly Consulting Subscription
Get unlimited phone calls and emails with Zach! This package includes one monthly Zoom call, and anytime you have a question or want to run something by Zach, you have him "on speed dial"! During business hours Monday through Friday of course! This package is perfect for anyone that's running a law firm and needs guidance on where to go next, what to prioritize, and how to continue the streamlining and automating journey to freedom!
$999.00 USD every month
One-on-One Consulting Package
This package includes all downloads - CasePeer Templates, CasePlan, Litigation Even Plans, Zaps, and more! For one month, you'll get three one-hour Zoom calls with Zach, and unlimited phone calls and emails. This package is perfect for law firms that are just starting out and will help you fast-forward your streamlining and automating journey.